Investment adviser · CRD 299883
ACHIEVE PARTNERS MANAGEMENT, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $672M Form ADV · Item 5.F
- Client accounts
- 15 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 15 | $672,323,975 | 100.0% |
| Investment companies | 1 | Not reported | Not reported |
Filing source
Form ADV 2081151 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
16 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
ACHIEVE PARTNERS WORKFORCE FUND I, LPPrivate Equity Fund · Last reported Mar 31, 2026$218MGross asset value
Form D fundraising filings
Putting America Back to Work Fund, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
CROWE LLP
PCAOB 173
ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497
LAZARD FRERES & CO. LLC
CRD 2528 · SEC 8-2595
Fund details & source
- Fund ID
- 805-4421702577
- Reported beneficial owners
- 49
- Minimum commitment
- $0
- Form D file number
- 021-335935
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACHIEVE CYBER INDIGO, LPPrivate Equity Fund · Last reported Mar 31, 2026$76.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-7000245587
- Reported beneficial owners
- 22
- Minimum commitment
- $0
- Form D file number
- 021-554697
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACHIEVE PARTNERS EDTECH BUYOUT FUND, LPPrivate Equity Fund · Last reported Mar 31, 2026$68.5MGross asset value
Form D fundraising filings
ACHIEVE PARTNERS EDTECH BUYOUT FUND, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497
Fund details & source
- Fund ID
- 805-3737413110
- Reported beneficial owners
- 75
- Minimum commitment
- $0
- Form D file number
- 021-448214
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
OPTIMUM ACHIEVE SPV, LLCPrivate Equity Fund · Last reported Mar 31, 2026$63.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497
Fund details & source
- Fund ID
- 805-1093817385
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
- Form D file number
- 021-374153
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACHIEVE WILCO AGGREGATOR, LLCPrivate Equity Fund · Last reported Mar 31, 2026$51.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-6826317960
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACHIEVE CYBERSECURITY SPV, LLCPrivate Equity Fund · Last reported Mar 31, 2026$51.5MGross asset value
Form D fundraising filings
Achieve Cybersecurity SPV, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
Fund details & source
- Fund ID
- 805-8888485936
- Reported beneficial owners
- 8
- Minimum commitment
- $0
- Form D file number
- 021-457138
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
ACHIEVE MASTERYPREP SPV, LLCPrivate Equity Fund · Last reported Mar 31, 2026$29.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
CROWE LLP
PCAOB 173
ROBERT W. BAIRD & CO. INCORPORATED
SEC 8-497
Fund details & source
- Fund ID
- 805-9458671937
- Reported beneficial owners
- 12
- Minimum commitment
- $0
- Form D file number
- 021-463323
Form ADV 2081151 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
104 WEST 40TH STREET, SUITE 1600NEW YORK, NY, 10018, United States
CRD 299883
Filing source
Form ADV 2081151 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.