Investment adviser · CRD 291345

KENDALL INVESTMENTS, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

CAMBRIDGE, MA, United States · Form ADV filed Mar 28, 2026

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

6 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.

PEAF OPPORTUNITIES, L.P.Private Equity Fund · Last reported Mar 28, 2026$10.5MGross asset value
Fund administrator STEELBRIDGE CONSULTING PITTSBURGH, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-4500842990
Reported beneficial owners
15
Minimum commitment
$10K
Form D file number
021-1527544

Form ADV 2085996 · Mar 28, 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.

PEAF V, L.P.Private Equity Fund · Last reported Mar 28, 2026$8.78MGross asset value
Fund administrator STEELBRIDGE CONSULTING PITTSBURGH, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-2018240003
Reported beneficial owners
32
Minimum commitment
$25K
Form D file number
021-1629211

Form ADV 2085996 · Mar 28, 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.

PRIVATE EQUITY ACCESS FUND III, L.P.Private Equity Fund · Last reported Mar 28, 2026$7.63MGross asset value
Fund administrator STEELBRIDGE CONSULTING PITTSBURGH, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BOSTON, Massachusetts, United States
Marketer COMPASS SECURITIES CORPORATION BRAINTREE, Massachusetts, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
Yes

RSM US LLP
PCAOB 49

COMPASS SECURITIES CORPORATION
CRD 16168 · SEC 8-33438

Fund details & source
Fund ID
805-1139841617
Reported beneficial owners
30
Minimum commitment
$50K

Form ADV 2085996 · Mar 28, 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.

PRIVATE EQUITY ACCESS FUND II, LLCPrivate Equity Fund · Last reported Mar 28, 2026$1.79MGross asset value

Feeder funds

  • PRIVATE EQUITY ACCESS FUND II, LTD
Fund administrator STEELBRIDGE CONSULTING PITTSBURGH, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor RSM US LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-8853331692
Reported beneficial owners
21
Minimum commitment
$25K

Form ADV 2085996 · Mar 28, 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.

PEAF CTX, L.P.Venture Capital Fund · Last reported Mar 28, 2026$317KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1507343787
Reported beneficial owners
4
Minimum commitment
$25K

Form ADV 2085996 · Mar 28, 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.

PRIVATE EQUITY ACCESS FUND I, LLCPrivate Equity Fund · Last reported Mar 26, 2025$0Gross asset value
Auditor RSM US LLP BOSTON, Massachusetts, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US LLP
PCAOB 49

Fund details & source
Fund ID
805-8710280140
Reported beneficial owners
1
Minimum commitment
$25K

Form ADV 1964933 · Mar 26, 2025 · 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 28, 2026. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

6 UNIVERSITY RD.
CAMBRIDGE, MA, 02138, United States

CRD 291345

Filing source

Form ADV 2085996 · Mar 28, 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.