DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Ardan Equity Partners, LLC
Ardan Equity Partners, LLC
Private equity with venture activity · probableMiami, FLardanequity.comSEC registered investment adviser
Ardan Equity invests exclusively in healthcare software private equity, backed by a team of industry-leading operator investors.
registered adviser; venture funds are 0% of 10 private funds
Importance
29
moderate
Active deployment
25
moderate
Emerging
0
low
Completeness
63
high
Freshness
100
high
Research priority
12
low
Identity and regulatory footprint
- Headquarters
- Miami, FLadviserinfo.sec.gov
- Office address
- 78 SW 7TH ST, Miami, FL, 33130adviserinfo.sec.gov
- Business phone
- 917-304-7294adviserinfo.sec.gov
- Website
- https://ardanequity.com/
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jul 8, 2024
- Private funds reported
- 10 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $154Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $160Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 3
- Owners on Schedule A
- Michael Weintraub 2007 Revocable Trust (Managing Member), D; Noah Lewis Revocable Trust (Managing Member), D
- business phone
- 917-304-7294adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- ai, enterprise software, healthcare, biotech
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
10 reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Ardan Tacopps I, LLC | Fund · ADV: Private Equity Fund | 2024 adv first reported | Early deployment | $50.2M Jul 8, 2024 | 1 | $0 | Jun 12, 2023 |
| Ardan Investment Co. VI, LLC | Fund · ADV: Private Equity Fund | 2024 adv first reported | Early deployment | $41.5M Jul 8, 2024 | 5 | $0 | May 4, 2023 |
| Ardan Investment Co. V, LLC | Fund · ADV: Private Equity Fund | 2023 adv first reported | Active deployment | $11.0M Jul 8, 2024 | 8 | $0 | Feb 1, 2022 |
| Ardan Maverick, LLC | Fund · ADV: Private Equity Fund | 2023 adv first reported | Active deployment | $2.6M Jul 8, 2024 | 17 | unknown | unknown |
| Ardan Investment Co. V-B, LLC | Feeder or parallel · ADV: Private Equity Fund | 2023 adv first reported | Active deployment | $1.1M Jul 8, 2024 | 1 | $0 | Feb 1, 2022 |
| Ardan Investment Co. IV, LLC | Fund · ADV: Private Equity Fund | 2022 adv first reported | Active deployment | $8.1M Jul 8, 2024 | 19 | $0 | Oct 29, 2021 |
| Ardan Investment Co. II, LLC | Fund · ADV: Private Equity Fund | 2020 form d first sale | Mature | $4.8M Jul 8, 2024 | 2 | $5.0M | Feb 25, 2021 |
| Ardan Investment Co. I, LLC | Fund · ADV: Private Equity Fund | 2020 form d first sale | Mature | $35,496 Jul 8, 2024 | 2 | $7.5M of $15.0M | Feb 26, 2021 |
| Ardan Investment Co. III, LLC | Fund · ADV: Private Equity Fund | unknown | Unknown | $33.9M Jul 8, 2024 | 2 | $25.0M | Feb 26, 2021 |
| Ardan Investment Co. Iii-Aep, LLC | Fund · ADV: Private Equity Fund | unknown | Unknown | $1.2M Jul 8, 2024 | 6 | $865,000 | Feb 26, 2021 |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
23 current, 0 departed
Andrea Marks
Board or advisorySenior Advisor
Craig Lipset
Board or advisorySenior Advisor
Dale Sanders
Board or advisorySenior Advisor
Db Kartik
Board or advisorySenior Advisor
Greg Licholai
Board or advisorySenior Advisor
Jeremy Brody
Board or advisorySenior Advisor
Jivan Achreja
Board or advisorySenior Advisor
Josh Bellamy
Board or advisorySenior Advisor
Michael Weintraub
Board or advisoryTrustee · since Apr 1, 2019
Neil Vibhakar
Board or advisorySenior Advisor
Noah Lewis
Board or advisoryTrustee · since May 1, 2018
Rick Ratliff
Board or advisorySenior Advisor
Sachin Patel
Board or advisorySenior Advisor
Shiv Gopalkrishnan
Board or advisorySenior Advisor
Stephen Hau
Board or advisorySenior Advisor
Michael Weintraub
Managing partnerCo-Founder & Managing Partner
Urmi Jain
Operating partnerOperating Partner
Dogu Celebi
PartnerExecutive Partner, Life Sciences Lead
Noah Lewis
PartnerPartner
Paul Bleicher
PartnerExecutive Partner, Healthcare Lead
Martin B. Silverstein
Platform and operationsChief AI & Data Officer
Drew Boston
PrincipalPrincipal
Jason Frank
Vice presidentVice President
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
- Mar 28, 2024Ardan Investment Co. VI, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $41,508,486Fund first reported on Form ADVFundsFactArdan Investment Co. VI, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2024Ardan Tacopps I, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $50,246,516Fund first reported on Form ADVFundsFactArdan Tacopps I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Ardan Investment Co. V-B, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $1,320,823Fund first reported on Form ADVFundsFactArdan Investment Co. V-B, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Ardan Investment Co. V, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $15,031,385Fund first reported on Form ADVFundsFactArdan Investment Co. V, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2023Ardan Maverick, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $830,000Fund first reported on Form ADVFundsFactArdan Maverick, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2022Ardan Investment Co. IV, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $8,547,056Fund first reported on Form ADVFundsFactArdan Investment Co. IV, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 28, 2021Ardan Equity Partners, LLC first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 28, 2021Ardan Investment Co. I, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $7,500,000Fund first reported on Form ADVFundsFactArdan Investment Co. I, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 28, 2021Ardan Investment Co. III, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $25,000,000Fund first reported on Form ADVFundsFactArdan Investment Co. III, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 28, 2021Ardan Investment Co. II, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $5,005,000Fund first reported on Form ADVFundsFactArdan Investment Co. II, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 28, 2021Ardan Investment Co. Iii-Aep, LLC first reported on Form ADV by Ardan Equity Partners, LLC (Private Equity Fund), GAV $865,000Fund first reported on Form ADVFundsFactArdan Investment Co. Iii-Aep, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 10 private funds
Evidence
29 observations from 2 sources