Method Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Method Advisors LLC
CRD #144644
SEC #801-68202
CIK #
AUM
Employees 5 (100% Investors, 0% Brokers)
Phone617-426-4610
Address117 Kendrick Street
Needham, MA 02494
Source [IAPD] [Website]
Total AUM ($M)
16012896643202007201320192025
Type Form D Funds Date Sold AUM
PE Method Advisors 2009 Continuation Fund LP [2021-03-31] 55.9 M 39.2 M
Filed 2020-10-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Method Advisors 2012 Continuation Fund LP [2021-03-31] 20.6 M 44.8 M
Filed 2020-10-21 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE Method Advisors 2009 LP [2012-03-28] 88.7 M 52.8 M
Offered $88,650,000 · Filed 2016-12-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Duration One year or less · Commission $125,000 · Revenue $1 - $1,000,000
PE Method Advisors 2012 LP [2012-03-28] 25.8 M 37.4 M
Offered $100,000,000 · Filed 2016-12-12 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $74,250,000 · Duration More than one year · Revenue $1 - $1,000,000
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 48.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 83.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 15.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 4 147.2
By Discretionary
Discretionary 2 83.9
Non-Discretionary 2 63.3
Total 4 147.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 147.2
Total 4 147.2
Form D Directors Role # Filings # Firms 2011 - 2026
Christopher Welch Executive Officer 15 5
Eric Stewart Executive Officer 23 2
Jeffrey Sung Executive Officer 4 1
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4
ServesInstitutional, Retail
Fund TypesPrivate Equity
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com