Form D · Private Equity Fund

Portfolio Advisors Private Equity Fund 2024, L.P.

Darien, CT · CIK 0002026291

Offering snapshot reported Jun 30, 2025 · SEC filing

Reported sold: $85.4M
Investors reported: 147
Minimum accepted: $0
First sale: Jul 1, 2024

What changed?

Latest filing versus its linked predecessor, where available.

Reported investors0 → 147

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Jun 30, 2025	Amendment	$85,425,000	No comparison	147	SEC filing
Jun 28, 2024	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: $0 (estimated)
Finders' fees: $0 (estimated)
Form D file number: 021-517251

The placement agent will receive a fee based on each investor's capital commitments for those investors introduced to the Issuer by the placement agent.

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
UBS Financial Services Inc.	000008174

Source: Form D, filed Jun 30, 2025. 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

PORTFOLIO ADVISORS PRIVATE EQUITY FUND 2024, LP

Investment adviser: PORTFOLIO ADVISORS LLC

Gross asset value: $156M
Beneficial owners: 201
ADV minimum commitment: $250K

Reported in Form ADV on Mar 27, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Auditor GRANT THORNTON LLP NEW YORK, New York, United States

Custodian BANK OF AMERICA NEW YORK, New York, United States Related to adviser: No

Marketer UBS FINANCIAL SERVICES INC. 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

GRANT THORNTON LLP
PCAOB 248

Filing source

Form ADV 2070706 · Mar 27, 2026 · Schedule D 7.B.(1), fund 805-1055725347

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
John M. Kyles	Executive
Portfolio Advisors 2024 Gp, Llc	Executive
Portfolio Advisors, Llc	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

9 Old Kings Highway South
Darien, CT, 06820