Private Equity Investors, Inc
- Regulatory AUM
- $85.4M
- Discretionary
- $85.4M
- Clients
- 2
- Avg AUM / client
- $42.7M
- Accounts
- 2
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $85.4M | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $89.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Private Equity Investment Fund V, L.P. | Private Equity Fund | Delaware | $81.6M | 70 |
| Private Equity Investment Fund Iv, L.P. | Private Equity Fund | Delaware | $8.0M | 104 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Factory Mutual Insurance Company Pension Plan Factory Mutual Insurance Company | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Parshall, David, Barrow | Managing Director | Sep 1992 (34y) | Less than 5% | |
| Stetson, Charles, Pate | Managing Director | Sep 1992 (34y) | 75% or more | |
| Campbell, Charles, Richard | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $89.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Private Equity Investment Fund V, L.P. | Private Equity Fund | $81.6M | $100K | 70 |
| Private Equity Investment Fund Iv, L.P. | Private Equity Fund | $8.0M | $50.0K | 104 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Factory Mutual Insurance Company Pension Plan | Factory Mutual Insurance Company | 3,786 | $3.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗