Periscope Equity LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 290326
- Registered since
- July 29, 2021
- Website
- periscopeequity.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Periscope Equity LLC is a private equity manager organized as an LLC and registered with the SEC in 2021. The firm serves institutional clients and operates primarily as the advisor and sponsor/GP for pooled investment vehicles. Its advisory activity is focused on managing private equity funds rather than providing retail wealth management or pension consulting. Fee arrangements include asset-based fees and performance-based components, along with other fee elements reported by the firm. Periscope does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Lisa Lerner
Chief Financial Officer & Chief Compliance OfficerCRD 7399901
Contacts
2 of 2
John Findlay
PartnerCRD 5387314
Steven Jarmel
PartnerCRD 2911876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 1 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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