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TRANSITION EQUITY PARTNERS, LLC
CRD 324358File 801-136809
APPROVED
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$501.8M
Above cohort median (national)
Discretionary AUM
$501.8M
Clients
8
8 accounts
Employees
10
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 22, 2026
- Principal office
- 300 N. LASALLE, SUITE 1825, CHICAGO, IL, 60654
- Phone
- 773-805-2463
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $501.8M
- Discretionary AUM
- $501.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $62.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $501.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — CLOSING, TRANSACTION, MONITORING, DIRECTORS' FEES, ETC.
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.