Investment adviser · CRD 322494

ALLIED INDUSTRIAL PARTNERS

Investment adviser filing (IA)

AIP MANAGEMENT LP

HOUSTON, TX, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$1.33B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
11
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 vehicles9$1,334,206,031100.0%
Filing source

Form ADV 2053087 · 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

10 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.

ALLIED INDUSTRIAL PARTNERS I-A LPPrivate Equity Fund · Last reported Mar 31, 2026$379MGross asset value

Form D fundraising filings

ALLIED INDUSTRIAL PARTNERS I-A LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, United States Related to adviser: No
Marketer HOULIHAN LOKEY CAPITAL, INC. LOS ANGELES, 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
Yes

RSM US LLP
PCAOB 49

HOULIHAN LOKEY CAPITAL, INC.
CRD 17708 · SEC 8-35643

Fund details & source
Fund ID
805-6295102504
Reported beneficial owners
51
Minimum commitment
$5M
Form D file number
021-511101

Form ADV 2053087 · 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.

AIP POWER LPPrivate Equity Fund · Last reported Mar 31, 2026$316MGross asset value

Form D fundraising filings

AIP POWER LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, 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

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3124928698
Reported beneficial owners
15
Minimum commitment
$254K
Form D file number
021-522877

Form ADV 2053087 · 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.

AIP WE LPPrivate Equity Fund · Last reported Mar 31, 2026$233MGross asset value

Form D fundraising filings

AIP WE LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian CIBC US CHICAGO, Illinois, 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

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-1037392826
Reported beneficial owners
44
Minimum commitment
$50K
Form D file number
021-421749

Form ADV 2053087 · 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.

AIP WR LPPrivate Equity Fund · Last reported Mar 31, 2026$198MGross asset value

Form D fundraising filings

AIP WR LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian CIBC US CHICAGO, Illinois, 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

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3168812519
Reported beneficial owners
57
Minimum commitment
$20K
Form D file number
021-456686

Form ADV 2053087 · 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.

ALLIED INDUSTRIAL PARTNERS I-B LPPrivate Equity Fund · Last reported Mar 31, 2026$90.8MGross asset value

Form D fundraising filings

ALLIED INDUSTRIAL PARTNERS I-B LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No
Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, United States Related to adviser: No
Marketer HOULIHAN LOKEY CAPITAL, INC. LOS ANGELES, 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
Yes

RSM US LLP
PCAOB 49

HOULIHAN LOKEY CAPITAL, INC.
CRD 17708 · SEC 8-35643

Fund details & source
Fund ID
805-5268272036
Reported beneficial owners
12
Minimum commitment
$5M
Form D file number
021-511102

Form ADV 2053087 · 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.

AIP JCL LPPrivate Equity Fund · Last reported Mar 31, 2026$36.7MGross asset value

Form D fundraising filings

AIP JCL LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, 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

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3694323166
Reported beneficial owners
8
Minimum commitment
$924K
Form D file number
021-520950

Form ADV 2053087 · 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.

AIP POWER (PARALLEL) LPPrivate Equity Fund · Last reported Mar 31, 2026$34.7MGross asset value

Form D fundraising filings

AIP Power (Parallel) LP

Fund administrator PETRA FUNDS GROUP, LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP HOUSTON, Texas, United States
Custodian TEXAS CAPITAL BANK RICHARDSON, Texas, 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

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-6750898001
Reported beneficial owners
6
Minimum commitment
$1.5M
Form D file number
021-523136

Form ADV 2053087 · 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

4909 BISSONNET STREET
HOUSTON, TX, 77401-4051, United States

CRD 322494

Filing source

Form ADV 2053087 · 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.