Periscope Equity Llc
- Regulatory AUM
- $667M
- Discretionary
- $667M
- Clients
- 8
- Avg AUM / client
- $83.4M
- Accounts
- 8
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $667M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $436M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Periscope Equity Ii, L.P. | Private Equity Fund | Delaware | $230M | 32 |
| Periscope Equity I, L.P. | Private Equity Fund | Delaware | $114M | 35 |
| Periscope Mss Co Invest Holdings, Llc | Private Equity Fund | Delaware | $40.4M | 16 |
| Periscope Equity Ii A, L.P. | Private Equity Fund | Delaware | $40.4M | 3 |
| Periscope Ibh Holdings Llc | Private Equity Fund | Delaware | $7.4M | 5 |
| Periscope Seniormetrics Holdings, Llc | Private Equity Fund | Delaware | $3.7M | 18 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jarmel, Steven, Bradley | Partner; Sole Member | Dec 2012 (14y) | 75% or more | |
| Findlay, John, Warren | Partner | Oct 2019 (7y) | Less than 5% | |
| Harkins, Lisa, Beth | Chief Compliance Officer & Chief Financial Officer | Mar 2021 (5y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $436M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Periscope Equity Ii, L.P. | Private Equity Fund | $230M | $5.0M | 32 |
| Periscope Equity I, L.P. | Private Equity Fund | $114M | $200K | 35 |
| Periscope Mss Co Invest Holdings, Llc | Private Equity Fund | $40.4M | $100K | 16 |
| Periscope Equity Ii A, L.P. | Private Equity Fund | $40.4M | $5.0M | 3 |
| Periscope Ibh Holdings Llc | Private Equity Fund | $7.4M | $117K | 5 |
| Periscope Seniormetrics Holdings, Llc | Private Equity Fund | $3.7M | $50.0K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 2.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗