PKDW EQUITY PARTNERS, LLC
Adviser information for PKDW EQUITY PARTNERS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-126382 |
|---|---|
| SEC ERA File Number | 802-126382 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 322433 |
| Legal Entity Identifier | None |
Principal Office
ONE PPG PLACE, SUITE 3030PITTSBURGH
PA
United States
Monday - Friday, 9AM-5PM
Tel: (412) 5865781, Fax: None
Chief Compliance Officer
NICK BENNARDO
CFO
ONE PPG PLACE
SUITE 3030
PITTSBURGH
PA
United States
Tel:
412-742-4738
N***@************M
(Full email address available in API data)
Industry Affiliates
| CONTINUIM EQUITY MANAGEMENT, LP | Other investment adviser, including financial planners |
| CONTINUIM EQUITY PARTNERS FUND II GP, LP | Sponsor, GP, manager of pooled investment vehicles |
| CONTINUIM EQUITY PARTNERS, LP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CEP FUND I, LP | Private Equity Fund | $104.1M | $0.1M | 39 |
| CEP II HOLDCO, LP | Private Equity Fund | $3.0M | $0.1M | 19 |
| CONTINUIM ANKER HOLDINGS LP | Private Equity Fund | $0.3M | $0.1M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PILAFAS, GEORGE, MICHAEL | Individual | – | MEMBER, MANAGING PARTNER | 04/2021 | 10-25% |
| WATSON, HENRY, KNOX | Individual | – | MEMBER, PRESIDENT | 04/2021 | 10-25% |
| DANDREA, BRIAN, R. | Individual | – | MEMBER | 04/2021 | 10-25% |
| WILLIAM E. KASSLING 2011 FAMILY TRUST | Domestic Entity | – | MEMBER | 04/2021 | 25-50% |
| Ruffner, William, G. | Individual | WILLIAM E. KASSLING 2011 FAMILY TRUST | TRUSTEE | 08/2014 | |
| BENNARDO, NICHOLAS, ANDREW | Individual | – | CHIEF FINANCIAL OFFICER | 09/2023 | < 5% |