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.

Funds / PA Middle Market Fund

PA Middle Market Fund

HarvestFund of fundsADV: Private Equity FundApogem Capital LLCDelaware
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
$192MForm ADV, as of Nov 13, 2024; not fund size, not dry powder
Peak reported gross assets
$257Mhighest year on the reporting tape
Owners (ADV)
3
Reported on ADV
Jun 19, 2020 to Nov 13, 2024
Structure
standalone
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: 2019,142843985,2020,257219795,2021,253207275,2022,249799572,2023,232303557,2024,191727436peak gav: $257Mas of year: $2,024latest gav: $192Mreported years: 6last step change: -0.175age years at as of: 4drawdown from peak: 0.255first reported year: $2,020
Reported gross assets by year
6 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2019Mar 29, 2019Private Equity Fund$143M
1$1.0M0%adviserinfo.sec.gov
2020Jun 19, 2020Private Equity Fund$257M
3$1.0M0%adviserinfo.sec.gov
2021Dec 23, 2021Private Equity Fund$253M
3$1.0M0%adviserinfo.sec.gov
2022Dec 5, 2022Private Equity Fund$250M
3$1.0M0%adviserinfo.sec.gov
2023Sep 6, 2023Private Equity Fund$232M
3$1.0M0%adviserinfo.sec.gov
2024Nov 13, 2024Private Equity Fund$192M
3$1.0M0%adviserinfo.sec.gov
Placement agents and principals
1 placement agents, 0 principals
  • Nylife Distributors LLC placement agent since Jan 1, 2019 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
1 most recent
  1. Mar 29, 2019
    PA Middle Market Fund first reported on Form ADV by Private Advisors LLC (Private Equity Fund), GAV $142,843,985