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 / U•••••• T•••••• I• S•• L••

U•••••• T•••••• I• S•• L••

Wound downbuyout or unlabelledADV: Private Equity FundU••••••Delawareno longer reported
Amounts, each with its basis
Vintage
2020basis: 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
$40.6MForm ADV, as of Mar 28, 2023; not fund size, not dry powder
Peak reported gross assets
$41.5Mhighest year on the reporting tape
Owners (ADV)
13
Reported on ADV
Jun 28, 2020 to Mar 28, 2023
Structure
standalone
Fund of funds (ADV)
no
Lifecycle
Wound down
rule: no longer reported on Form ADV while the adviser kept filingmodel: lc-pe-1gav path: 2020,3000000,2021,14332548,2022,41502464,2023,40648717as of year: $2,023reported years: 4first reported year: $2,020
Reported gross assets by year
4 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2020Aug 5, 2020Private Equity Fund$3.0M
11$50,0000%adviserinfo.sec.gov
2021Aug 25, 2021Private Equity Fund$14.3M
14$50,0000%adviserinfo.sec.gov
2022Jun 21, 2022Private Equity Fund$41.5M
13$10,0000%adviserinfo.sec.gov
2023Mar 28, 2023Private Equity Fund$40.6M
13$10,0000%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
2 most recent
  1. Mar 27, 2024
    Fund 805-9147444971 no longer reported on Form ADV by U••••••
  2. Jun 28, 2020
    U•••••• T•••••• I• S•• L•• first reported on Form ADV by U•••••• (Private Equity Fund), GAV $3,000,000