Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Funds / J••• M••••• G••••• P•••••• E••••• I••••••••• I•••••••• V•

J••• M••••• G••••• P•••••• E••••• I••••••••• I•••••••• V•

Amounts, each with its basis
Vintage
2014basis: first reported on Form ADV
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
unknownwhat may be sold, not what was raised
Form D sold
unknownno Form D on record
First sale
unknown
Reported gross assets
$36.8MForm ADV, as of Nov 8, 2024; not fund size, not dry powder
Peak reported gross assets
$547Mhighest year on the reporting tape
Owners (ADV)
23
Reported on ADV
Mar 31, 2014 to Nov 8, 2024
Structure
master
Fund of funds (ADV)
yes
Strategy
ADV 7.B.(1) fund of funds = Y
Lifecycle
Harvest
rule: gross assets at least 25% below peak and still fallingmodel: lc-pe-1gav path: 2017,491232454,2018,508443009,2019,12799649,2020,21494844,2021,61184332,2022,547318427,2023,44616509,2024,36786858peak gav: $547Mas of year: $2,024latest gav: $36.8Mreported years: 11last step change: -0.175age years at as of: 10drawdown from peak: 0.933first reported year: $2,014
Reported gross assets by year
11 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2014Nov 19, 2014P•••••• Equity Fund$77.0M
9$10.0M0%adviserinfo.sec.gov
2015Nov 10, 2015P•••••• Equity Fund$240M
9$10.0M0%adviserinfo.sec.gov
2016Jul 29, 2016P•••••• Equity Fund$428M
14$10.0M10%adviserinfo.sec.gov
2017Sep 29, 2017P•••••• Equity Fund$491M
14$10.0M10%adviserinfo.sec.gov
2018Dec 6, 2018P•••••• Equity Fund$508M
14$10.0M10%adviserinfo.sec.gov
2019Dec 17, 2019P•••••• Equity Fund$12.8M
14$10.0M10%adviserinfo.sec.gov
2020Dec 11, 2020P•••••• Equity Fund$21.5M
23$10.0M10%adviserinfo.sec.gov
2021Dec 17, 2021P•••••• Equity Fund$61.2M
23$10.0M10%adviserinfo.sec.gov
2022Nov 4, 2022Other P•••••• Fund$547M
23$10.0M10%adviserinfo.sec.gov
2023Nov 28, 2023Other P•••••• Fund$44.6M
23$10.0M10%adviserinfo.sec.gov
2024Nov 8, 2024Other P•••••• Fund$36.8M
23$10.0M10%adviserinfo.sec.gov
Placement agents and principals
0 placement agents, 0 principals
No placement agent or principal collected for this fund yet. Both come from the related persons and sales compensation sections of Form D.
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
  1. Mar 31, 2014
    J••• M••••• G••••• P•••••• E••••• I••••••••• I•••••••• V• first reported on Form ADV by J••• M••••• I••••••••• M••••••••• I••• (P•••••• Equity Fund), GAV $77,035,444