Capital Flow Monitor · Sponsors · CIK 2010152
PEG Secondary Portfolio L.P.
J.P. MORGAN INVESTMENT MANAGEMENT INC., NEW YORK, NY, 10017 · 212-270-6000
Pooled Investment Fund / Private Equity Fund · Limited Partnership· inc. DELAWARE true 2023
Fit score
—
Offering
—
Sold
$379.2M
% sold
—
Investors
130
Min investment
$300K
Exemption
506(b)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-04-02 | D/A ·current | 506(b) | — | $379.2M | — | 130 | EDGAR ↗ |
| 2025-12-23 | D/A | 506(b) | — | $206.1M | — | 104 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed. Other raises are matched by exact name and show amount sold as last reported.
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N/A J.P. Morgan Investment Management Inc. — Executive Officer / Promoter, New York, NY
19 other raises
- SPF FIV3 (Lux) SCSp $50.0M of —
- SPF FIV5 (Lux) SCSp $258.7M of —
- U.S. Real Estate Mezzanine Debt Fund LP $803.4M of —
- SPF FIV4 (Lux) SCSp $339.7M of —
- SPF FIV2 (US) LP $704.5M of —
- PEG Co-Invest Aggregator 2026 L.P. $467.7M of —
- PEG Aggregator 2026 L.P. $317.0M of —
- PEG Secondary Portfolio SCSp SICAV-RAIF $220.7M of —
- PEG Secondary Portfolio (Holding) L.P. $606.5M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII Offshore Special L.P. $21.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- PEG A Fund L.P. $110.0M of —
- U.S. Real Estate Mezzanine Debt Fund Feeder (Lux) SCSp $30.1M of —
- PEG Secondary Aggregator 2025 L.P. $231.9M of —
- PEG Co-Invest Aggregator 2025 L.P. $469.9M of —
- PEG Global Private Equity XII SCSp SICAV-RAIF $817.2M of —
- PEG Global Private Equity XII L.P. $484.6M of —
- Star Lake Opportunity Fund V-A, L.P. $359.6M of —
-
N/A J.P. Morgan Institutional Investments Inc. — Promoter, New York, NY
5 other raises
- PEG Secondary Portfolio SCSp SICAV-RAIF $220.7M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII Offshore Special L.P. $21.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- PEG Global Private Equity XII SCSp SICAV-RAIF $817.2M of —
- PEG Global Private Equity XII L.P. $484.6M of —
-
N/A GPE GP LLC — Executive Officer, Atlanta, GA
10 other raises
- PEG Secondary Aggregator 2026 L.P. $158.1M of —
- PEG Co-Invest Aggregator 2026 L.P. $467.7M of —
- PEG Aggregator 2026 L.P. $317.0M of —
- PEG Secondary Portfolio (Holding) L.P. $606.5M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- PEG A Fund L.P. $110.0M of —
- PEG Secondary Aggregator 2025 L.P. $231.9M of —
- PEG Co-Invest Aggregator 2025 L.P. $469.9M of —
- PEG Global Private Equity XII L.P. $484.6M of —
-
N/A Trident Fund Services, Inc. — Executive Officer, Atlanta, GA
10 other raises
- PEG Secondary Aggregator 2026 L.P. $158.1M of —
- PEG Co-Invest Aggregator 2026 L.P. $467.7M of —
- PEG Aggregator 2026 L.P. $317.0M of —
- PEG Secondary Portfolio (Holding) L.P. $606.5M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- PEG A Fund L.P. $110.0M of —
- PEG Secondary Aggregator 2025 L.P. $231.9M of —
- PEG Co-Invest Aggregator 2025 L.P. $469.9M of —
- PEG Global Private Equity XII L.P. $484.6M of —
-
Brian Visel — Director, Atlanta, GA
10 other raises
- PEG Secondary Aggregator 2026 L.P. $158.1M of —
- PEG Co-Invest Aggregator 2026 L.P. $467.7M of —
- PEG Aggregator 2026 L.P. $317.0M of —
- PEG Secondary Portfolio (Holding) L.P. $606.5M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- PEG A Fund L.P. $110.0M of —
- PEG Secondary Aggregator 2025 L.P. $231.9M of —
- PEG Co-Invest Aggregator 2025 L.P. $469.9M of —
- PEG Global Private Equity XII L.P. $484.6M of —
-
Dan Smith — Director, Atlanta, GA
13 other raises
- PEG Secondary Aggregator 2026 L.P. $158.1M of —
- PEG Co-Invest Aggregator 2026 L.P. $467.7M of —
- PEG Aggregator 2026 L.P. $317.0M of —
- PEG Secondary Portfolio (Holding) L.P. $606.5M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG U.S. Small-Mid Market Buyouts Fund VIII L.P. $117.5M of —
- InNova Global Fund LLC $0 of —
- Blackstone Secured Trust Ltd $4.13B of —
- PEG A Fund L.P. $110.0M of —
- Immutrix Therapeutics, Inc. $480K of $5.0M · 9.6%
- PEG Secondary Aggregator 2025 L.P. $231.9M of —
- PEG Co-Invest Aggregator 2025 L.P. $469.9M of —
- PEG Global Private Equity XII L.P. $484.6M of —
-
N/A J.P. Morgan Securities LLC — Promoter, New York, NY
5 other raises
- PEG Secondary Portfolio SCSp SICAV-RAIF $220.7M of —
- PEG A Crypto Fund L.P. $10.0M of —
- PEG A Fund L.P. $110.0M of —
- PEG Global Private Equity XII SCSp SICAV-RAIF $817.2M of —
- PEG Global Private Equity XII L.P. $484.6M of —
Placement agents
- J.p. Morgan Securities Llc · 17 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.