Transition Equity Partners, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 324358
· SEC file 801-136809
· Chicago, IL
· transitionequity.com
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ADV data as of Sep 18, 2026
- Regulatory AUM
- $502M
- Discretionary
- $502M
- Clients
- 8
- Avg AUM / client
- $62.7M
- Accounts
- 8
- Employees
- 10
AUM over time
$502M
$502M
Jun 22, 2026
Sep 18, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $502M | 100.0% |
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
- • CLOSING, TRANSACTION, MONITORING, DIRECTORS' FEES, ETC.
Services
- • 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: Sep 18, 2026.
View current Form ADV (SEC/IAPD) ↗