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| Periscope Equity LLC
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|---|---|
| CRD # | 290326 |
| SEC # | 801-121890 |
| CIK # | |
| AUM | $667.0 M (2026-05-18) |
| Employees | 16 (94% Investors, 0% Brokers) |
| Phone | 312-281-6205 |
| Address | One North Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Periscope Equity III-A LP | [2025-03-19] | 0.0 | 70.5 |
| PE | Periscope Equity III LP | [2025-03-19] | 0.0 | 293.6 |
| PE | Periscope Equity II-A LP | [2021-03-29] | 225.8 | 40.1 |
| PE | Periscope Equity II LP | [2021-03-29] | 225.8 | 227.9 |
| PE | Periscope IBH Holdings LLC | 2020-03-30 | 0.0 | |
| PE | Periscope Inflexxion Holdings LLC | [2020-03-30] | 2.2 | 0.0 |
| PE | Periscope MSS Co-Invest Holdings LLC | 2020-03-30 | 15.6 | |
| PE | Periscope Seniormetrics Holdings LLC | 2020-03-30 | 0.0 | |
| PE | Periscope Equity I LP | [2018-03-05] | 104.4 | 19.2 |
| 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) | 0 | 0.0 |
| (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 | 8 | 667.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 667.0 |
| By Discretionary | ||
| Discretionary | 8 | 667.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 667.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 667.0 | |
| Total | 8 | 667.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Steven Jarmel | 8 | 2 | ||
| Steve Jarmel | 2 | 2 | ||
| John Findlay | 5 | 1 | ||
| Subhransu Mukherjee | 1 | 1 |
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|---|---|---|
|
Warana Capital LLC
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|
NY | 0.7 |
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Achieve Partners Management LLC
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|
Dynasty Equity Partners Management LLC
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OpenGate Capital Management LLC
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|
Calvert Street Capital Partners Inc
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|
Saints Capital Services LLC
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|
0.7 |