Transition Equity Partners, LLC: new SEC registration, $502M AUM, Chicago, IL
Transition Equity Partners, LLC (Chicago, Illinois): new SEC registration, $502M AUM, Chicago, IL. Its amount of 502 is above the median of 134 (88th percentile). Dated 106 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 502 · 88th percentile of 1,149 NewRiaPulse records · 3.7x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Transition Equity Partners, LLC |
| Legal name | Transition Equity Partners, LLC |
| CRD | 324358 |
| Status | Approved |
| Registered with the SEC | 2026-07-22 |
| Latest Form ADV filing | 2026-09-18 |
| Location | Chicago, IL, United States |
| Regulatory AUM | $501,770,331 |
| Accounts | 8 |
| Employees | 10 |
| Website | https://www.linkedin.com/company/transitionequity/ |
| amount percentile | 88th of 1,149 (median 134, 3.7x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-22
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Transition Equity Partners, LLC and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Transition Equity Partners, LLC's amount: 88th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $502M under management.
- Website on file.
What is the NewRiaPulse record for Transition Equity Partners, LLC in Chicago, Illinois?
Transition Equity Partners, LLC received SEC registration as an investment adviser (2026-07-22) with $501,770,331 in regulatory assets under management, based in Chicago, IL.
How does Transition Equity Partners, LLC compare to other Illinois NewRiaPulse records?
Its amount of 502 sits in the upper half (88th percentile) of 1,149 records; the median is 134. It is 106 days old; check the official source for later updates before acting.
Transition Equity Partners, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Transition Equity Partners, LLC | Chicago, IL | 502 | 88th | 2026-07-22 |
| Multiplier Capital, LLC | Washington, DC | 503 | 88th | 2026-07-23 |
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
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NewRiaPulse: $500M-$1B NewRiaPulse: records in Illinois NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.