Form D · Private Equity Fund

Equality Private Equity Partners I, L.P.

Boston, MA · CIK 0001791829

Offering snapshot reported Oct 29, 2021 · SEC filing

Reported sold: $122M
Investors reported: 32
Minimum accepted: $0
First sale: Oct 24, 2019

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

Reported sold$116,425,000 → $122,165,000
Reported investors25 → 32

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Oct 29, 2021	Amendment	$122,165,000	$5,740,000vs Oct 27, 2020	32	SEC filing
Oct 27, 2020	Amendment	$116,425,000	No comparison	25	SEC filing
Oct 23, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $578K
Finders' fees: $0
Form D file number: 021-351680

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS SECURITIES LLC	7654

Source: Form D, filed Oct 29, 2021. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

EQUALITY PRIVATE EQUITY PARTNERS I, LP

Investment adviser: EQUALITY ASSET MANAGEMENT, LP

Gross asset value: $241M
Beneficial owners: 42
ADV minimum commitment: $250K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Auditor PRICEWATERHOUSECOOPERS LLP BOSTON, Massachusetts, United States

Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED SAN FRANCISCO, California, United States Related to adviser: No

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

PRICEWATERHOUSECOOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

SILICON VALLEY BANK
LEI 0K2D5AK28E3O5CC06E35

Filing source

Form ADV 2085252 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-8161449395

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
Thomas S. Roberts	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Equality Asset Management, Lp 800 Boylston Street, Suite 2904
Boston, MA, 02199