Investment adviser · CRD 144644

METHOD ADVISORS, LLC

Investment adviser filing (IA)

NEEDHAM, MA, United States · Form ADV filed Mar 23, 2022

Regulatory AUM: $147M
Client accounts: 4
Employees: 5
Advisory professionals: 5

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	2	$83,900,000	57.0%
High-net-worth individuals	Fewer than 5	$48,100,000	32.7%
Charities	Fewer than 5	$15,200,000	10.3%

Filing source

Form ADV 1627633 · Mar 23, 2022 · 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

4 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.

METHOD ADVISORS 2012 CONTINUATION FUND, L.P.Private Equity Fund · Last reported Mar 23, 2022$44.8MGross asset value

Form D fundraising filings

Method Advisors 2012 Continuation Fund, L.P.

Fund administrator ALTER DOMUS BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERBURG, Florida, 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 LLP
PCAOB 185

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

Fund details & source

Fund ID: 805-6175793876
Reported beneficial owners: 2
Minimum commitment: $1M
Form D file number: 021-378388

Form ADV 1627633 · Mar 23, 2022 · 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.

METHOD ADVISORS 2009 CONTINUATION FUND, L.P.Private Equity Fund · Last reported Mar 23, 2022$39.2MGross asset value

Form D fundraising filings

Method Advisors 2009 Continuation Fund, L.P.

Fund administrator ALTER DOMUS BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No

Marketer RAYMOND JAMES & ASSOCIATES, INC. ST. PETERBURG, Florida, 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 LLP
PCAOB 185

RAYMOND JAMES & ASSOCIATES, INC.
CRD 705 · SEC 801-10418

Fund details & source

Fund ID: 805-4702425190
Reported beneficial owners: 3
Minimum commitment: $1M
Form D file number: 021-378390

Form ADV 1627633 · Mar 23, 2022 · 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.

METHOD ADVISORS 2009, L.P.Private Equity Fund · Last reported Oct 15, 2020$52.8MGross asset value

Form D fundraising filings

Method Advisors 2009, LP

Fund administrator IPS FUND SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian BOSTON PRIVATE BANK AND TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No

Marketer MARWOOD GROUP 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

KPMG LLP
PCAOB 185

MARWOOD GROUP
CRD 117015

Fund details & source

Fund ID: 805-9366929808
Reported beneficial owners: 10
Minimum commitment: $500K
Form D file number: 021-175231

Form ADV 1461928 · Oct 15, 2020 · 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.

METHOD ADVISORS 2012, L.P.Private Equity Fund · Last reported Oct 15, 2020$37.4MGross asset value

Form D fundraising filings

Method Advisors 2012, LP

Fund administrator IPS FUND SERVICES BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP BOSTON, Massachusetts, United States

Custodian BOSTON PRIVATE BANK AND TRUST COMPANY BOSTON, Massachusetts, 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 LLP
PCAOB 185

Fund details & source

Fund ID: 805-4654405375
Reported beneficial owners: 9
Minimum commitment: $500K
Form D file number: 021-175233

Form ADV 1461928 · Oct 15, 2020 · 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 23, 2022. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

117 KENDRICK STREET, SUITE 300
NEEDHAM, MA, 02494, United States

CRD 144644

Filing source

Form ADV 1627633 · Mar 23, 2022 · 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.