Transition Equity Partners, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 324358
· SEC file 801-136809
· Chicago, IL
· www.linkedin.com
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ADV data as of Jun 22, 2026
- Regulatory AUM
- $502M
- Discretionary
- $502M
- Clients
- 8
- Avg AUM / client
- $62.7M
- Accounts
- 8
- Employees
- 10
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: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗