Investment adviser · CRD 329533

EMBLEM GROUP, L.P.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Sep 4, 2026

Regulatory AUM: $419M
Client accounts: 5
Employees: 16
Advisory professionals: 10

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	5	$419,422,918	100.0%

Filing source

Form ADV 2130086 · Sep 4, 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.

EMBLEM INVESTMENTS FUND I, L.P.Private Equity Fund · Last reported Sep 4, 2026$196MGross asset value

Form D fundraising filings

EMBLEM INVESTMENTS FUND I, L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer LINCOLN INTERNATIONAL LLC 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: Yes

KPMG
PCAOB 185

LINCOLN INTERNATIONAL LLC
CRD 42045 · SEC 8-49671

Fund details & source

Fund ID: 805-6560835839
Reported beneficial owners: 13
Minimum commitment: $10M
Form D file number: 021-522569

Form ADV 2130086 · Sep 4, 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.

EMBLEM CO-INVEST I-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$65.4MGross asset value

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, 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

KPMG
PCAOB 185

Fund details & source

Fund ID: 805-6896173915
Reported beneficial owners: 8
Minimum commitment: $10M

Form ADV 2130086 · Sep 4, 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.

EMBLEM INVESTMENTS FUND I-A, L.P.Private Equity Fund · Last reported Sep 4, 2026$16.1MGross asset value

Form D fundraising filings

EMBLEM INVESTMENTS FUND I-A, L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer LINCOLN INTERNATIONAL LLC 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: Yes

KPMG
PCAOB 185

LINCOLN INTERNATIONAL LLC
CRD 42045 · SEC 8-49671

Fund details & source

Fund ID: 805-4135654410
Reported beneficial owners: 5
Minimum commitment: $10M
Form D file number: 021-522571

Form ADV 2130086 · Sep 4, 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.

EMBLEM CO-INVEST I, LPPrivate Equity Fund · Last reported Sep 4, 2026$13MGross asset value

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK SANTA CLARA, 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

KPMG
PCAOB 185

Fund details & source

Fund ID: 805-3007906453
Reported beneficial owners: 8
Minimum commitment: $10M

Form ADV 2130086 · Sep 4, 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.

EMBLEM INVESTMENTS EXECUTIVE FUND, L.P.Private Equity Fund · Last reported Sep 4, 2026$4.84MGross asset value

Form D fundraising filings

EMBLEM INVESTMENTS EXECUTIVE FUND I, L.P.

Fund administrator PETRA FUNDS GROUP, LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG BOSTON, Massachusetts, United States

Custodian SILICON VALLEY BANK, A DIVISION OF FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Marketer LINCOLN INTERNATIONAL LLC 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: Yes

KPMG
PCAOB 185

LINCOLN INTERNATIONAL LLC
CRD 42045 · SEC 8-49671

Fund details & source

Fund ID: 805-6056916327
Reported beneficial owners: 10
Minimum commitment: $10M
Form D file number: 021-522572

Form ADV 2130086 · Sep 4, 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: Sep 4, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

200 CLARENDON STREET, FLOOR 22
BOSTON, MA, 02116, United States

CRD 329533

Filing source

Form ADV 2130086 · Sep 4, 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.