Care Equity Capital Management, L.P.
- Regulatory AUM
- $427M
- Discretionary
- $427M
- Clients
- 2
- Avg AUM / client
- $213M
- Accounts
- 2
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $427M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $427M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Care Equity Ii, L.P. | Private Equity Fund | Delaware | $302M | 38 |
| Care Equity, L.P. | Private Equity Fund | Delaware | $125M | 53 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Batesko, Peter | Managing Partner | Aug 2020 (6y) | Less than 5% | |
| Estvold, Nicholas, Lee | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Peter Batesko 2021 1 Trust | Limited Partner | Sep 2021 | A | 75% or more |
| Care Equity Capital Gp, Llc | General Partner | Aug 2020 | A | Less than 5% |
| Peter Batesko 2021 1 Trust | Member | Sep 2021 | B | ≈ 0% – 5% via Care Equity Capital Gp, Llc |
| Premier Trust, Inc. | Trustee | Jul 2021 | B | GP / trustee / elected manager of Peter Batesko 2021 1 Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Peter Batesko 2021 1 Trust: 75% – 100% of Care Equity Capital Gp, Llc × 0% – 5% direct ≈ 0% – 5% of the firm
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 (2, $427M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Care Equity Ii, L.P. | Private Equity Fund | $302M | $1.0M | 38 |
| Care Equity, L.P. | Private Equity Fund | $125M | $1.0M | 53 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.39 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
Services
- • Portfolio management for pooled investment vehicles
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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗