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Funds / P•••••• E••••• C••• F••• ••• V•• L•••

P•••••• E••••• C••• F••• ••• V•• L•••

MatureFund of fundsADV: P•••••• Equity Fund5• S•••• C•••••• A•••••••• L••Delaware
Amounts, each with its basis
Vintage
unknownno dated first sale, first report or announcement yet
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
$500MForm ADV, as of Mar 28, 2024; not fund size, not dry powder
Peak reported gross assets
$587Mhighest year on the reporting tape
Owners (ADV)
382
Reported on ADV
Feb 20, 2015 to Mar 28, 2024
Structure
standalone
Fund of funds (ADV)
yes
Strategy
ADV 7.B.(1) fund of funds = Y
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2017,353883487,2018,347861202,2019,381765546,2020,428843130,2021,486671900,2022,587071925,2023,524971640,2024,499680074peak gav: $587Mas of year: $2,024latest gav: $500Mreported years: 10last step change: -0.048age years at as of: 9drawdown from peak: 0.149first reported year: $2,015
Reported gross assets by year
10 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2015Nov 2, 2015P•••••• Equity Fund$0
0$250,0000%adviserinfo.sec.gov
2016Aug 11, 2016P•••••• Equity Fund$352M
362$00%adviserinfo.sec.gov
2017Jul 7, 2017P•••••• Equity Fund$354M
359$00%adviserinfo.sec.gov
2018Oct 29, 2018P•••••• Equity Fund$348M
359$00%adviserinfo.sec.gov
2019Oct 10, 2019P•••••• Equity Fund$382M
364$00%adviserinfo.sec.gov
2020Mar 30, 2020P•••••• Equity Fund$429M
365$00%adviserinfo.sec.gov
2021Dec 16, 2021P•••••• Equity Fund$487M
374$00%adviserinfo.sec.gov
2022Jul 13, 2022P•••••• Equity Fund$587M
377$00%adviserinfo.sec.gov
2023Mar 30, 2023P•••••• Equity Fund$525M
377$00%adviserinfo.sec.gov
2024Mar 28, 2024P•••••• Equity Fund$500M
382$00%adviserinfo.sec.gov
Placement agents and principals
1 placement agents, 0 principals
  • N••••••• T•••• S••••••••• I••• placement agent since Jan 1, 2016 Fact
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
2 most recent
  1. Mar 30, 2016
    Fund 805-9665036830 no longer reported on Form ADV by N••••••• T•••• I••••••••• I•••••••••
  2. Mar 31, 2015
    P•••••• E••••• C••• F••• ••• V•• L••• first reported on Form ADV by N••••••• T•••• I••••••••• I••••••••• (P•••••• Equity Fund)