Investment adviser · CRD 290326

PERISCOPE EQUITY LLC

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed May 18, 2026

Regulatory AUM: $667M
Client accounts: 8
Employees: 16
Advisory professionals: 15

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	8	$666,953,626	100.0%

Filing source

Form ADV 2103723 · May 18, 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

9 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.

PERISCOPE EQUITY III, L.P.Private Equity Fund · Last reported May 18, 2026$294MGross asset value

Form D fundraising filings

PERISCOPE EQUITY III, L.P.

Fund administrator APEX GROUP EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-5742172529
Reported beneficial owners: 42
Minimum commitment: $5M
Form D file number: 021-525266

Form ADV 2103723 · May 18, 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.

PERISCOPE EQUITY II, L.P.Private Equity Fund · Last reported May 18, 2026$228MGross asset value

Form D fundraising filings

PERISCOPE EQUITY II, L.P.

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

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-4827466444
Reported beneficial owners: 32
Minimum commitment: $5M
Form D file number: 021-367387

Form ADV 2103723 · May 18, 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.

PERISCOPE EQUITY III-A, L.P.Private Equity Fund · Last reported May 18, 2026$70.5MGross asset value

Form D fundraising filings

PERISCOPE EQUITY III-A, L.P.

Fund administrator APEX GROUP EVANSVILLE, Indiana, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-8474166619
Reported beneficial owners: 11
Minimum commitment: $5M
Form D file number: 021-525269

Form ADV 2103723 · May 18, 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.

PERISCOPE EQUITY II-A, L.P.Private Equity Fund · Last reported May 18, 2026$40.1MGross asset value

Form D fundraising filings

PERISCOPE EQUITY II-A, L.P.

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

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-1001802169
Reported beneficial owners: 3
Minimum commitment: $5M
Form D file number: 021-367388

Form ADV 2103723 · May 18, 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.

PERISCOPE EQUITY I, L.P.Private Equity Fund · Last reported May 18, 2026$19.2MGross asset value

Form D fundraising filings

PERISCOPE EQUITY I, L.P.

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

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-4159800215
Reported beneficial owners: 35
Minimum commitment: $200K
Form D file number: 021-301069

Form ADV 2103723 · May 18, 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.

PERISCOPE MSS CO-INVEST HOLDINGS, LLCPrivate Equity Fund · Last reported May 18, 2026$15.6MGross asset value

Fund administrator ALTER DOMUS DARIEN, Connecticut, United States Investor statements: No (provided to no investors) Related to adviser: No

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, 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

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-7257331272
Reported beneficial owners: 16
Minimum commitment: $100K

Form ADV 2103723 · May 18, 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.

PERISCOPE SENIORMETRICS HOLDINGS, LLCPrivate Equity Fund · Last reported May 18, 2026$4.16KGross asset value

Auditor PLANTE & MORAN, PLLC CHICAGO, Illinois, United States

Custodian FIRST-CITIZENS BANK & TRUST COMPANY RALEIGH, North Carolina, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

PLANTE & MORAN, PLLC
PCAOB 166

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source

Fund ID: 805-1574375483
Reported beneficial owners: 18
Minimum commitment: $50K

Form ADV 2103723 · May 18, 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: May 18, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE NORTH WACKER DRIVE, SUITE 4050
CHICAGO, IL, 60606, United States

CRD 290326

Filing source

Form ADV 2103723 · May 18, 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.