Beech Tree Pe Llp
SEC-registered
Investment Adviser
CRD 311786
· SEC file 802-120104
· Wilmslow, Cheshire
· www.beechtreepe.com
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ADV data as of Jul 01, 2025
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $277M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Beech Tree Private Equity Partners Iii, L.P. | Private Equity Fund | United Kingdom | $165M | 17 |
| Beech Tree Private Equity Partners Iv L.P | Private Equity Fund | United Kingdom | $59.5M | 37 |
| Beech Tree Private Equity Ii L.P | Private Equity Fund | United Kingdom | $52.9M | 12 |
Private funds (3, $277M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Beech Tree Private Equity Partners Iii, L.P. | Private Equity Fund | $165M | $0 | 17 |
| Beech Tree Private Equity Partners Iv L.P | Private Equity Fund | $59.5M | $0 | 37 |
| Beech Tree Private Equity Ii L.P | Private Equity Fund | $52.9M | $0 | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2025 | 1.17 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
Not reported.
Custody
Firm reports it does not have 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: Jul 01, 2025.
View current Form ADV (SEC/IAPD) ↗