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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles15$672,323,975100.0%
Investment companies1Not reportedNot 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 funds

The 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

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
Marketer LAZARD FRERES & CO. LLC NEW YORK, New York, United States Related to adviser: No
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

Achieve Cyber Indigo, LP

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
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.

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
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

Optimum Achieve SPV, LLC

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
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
Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
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

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
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

Achieve MasteryPrep SPV, LLC

Fund administrator IQEQ FUND SERVICES, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor CROWE LLP NEW YORK, New York, United States
Custodian EAST WEST BANK EL MONTE, California, United States Related to adviser: No
Custodian ROBERT W. BAIRD & CO. INCORPORATED MILWAUKEE, Wisconsin, United States Related to adviser: No
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 1600
NEW 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.