Investment adviser · CRD 301386

AXIAL READE CAPITAL, LP

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$601M
Form ADV · Item 5.F
Client accounts
5
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
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 vehicles5$601,242,401100.0%
Filing source

Form ADV 2077671 · 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

5 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.

ALLEGIANCE PARTNERS A, LPPrivate Equity Fund · Last reported Mar 31, 2026$269MGross asset value

Form D fundraising filings

ALLEGIANCE PARTNERS A, LP

Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3891162331
Reported beneficial owners
36
Minimum commitment
$25K
Form D file number
021-334993

Form ADV 2077671 · 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.

AXIAL READE CAPITAL FUND II, LPPrivate Equity Fund · Last reported Mar 31, 2026$250MGross asset value

Form D fundraising filings

AXIAL READE CAPITAL FUND II, LP

Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-4237092946
Reported beneficial owners
30
Minimum commitment
$50K
Form D file number
021-431817

Form ADV 2077671 · 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.

ALLEGIANCE PARTNERS B, LPPrivate Equity Fund · Last reported Mar 31, 2026$29.7MGross asset value

Form D fundraising filings

ALLEGIANCE PARTNERS B, LP

Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-5556522605
Reported beneficial owners
7
Minimum commitment
$25K
Form D file number
021-334995

Form ADV 2077671 · 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.

AXIAL READE CAPITAL FUND II-A, LPPrivate Equity Fund · Last reported Mar 31, 2026$18.8MGross asset value

Form D fundraising filings

AXIAL READE CAPITAL FUND II-A, LP

Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-8368047491
Reported beneficial owners
6
Minimum commitment
$50K
Form D file number
021-431818

Form ADV 2077671 · 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.

ALLEGIANCE SPLITTER I, LPPrivate Equity Fund · Last reported Mar 31, 2026$107KGross asset value
Fund administrator SS&C TECHNOLOGIES, INC. EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP CHICAGO, Illinois, United States
Custodian JPMORGAN CHASE BANK, N.A. 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
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-3848511956
Reported beneficial owners
1
Minimum commitment
$25K

Form ADV 2077671 · 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

250 GREENWICH STREET, SUITE 3325
NEW YORK, NY, 10007, United States

CRD 301386

Filing source

Form ADV 2077671 · 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.