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UHY LLP

Private fund auditor · 33 private funds on SEC Form ADV

Advisers' Form ADV filings name UHY LLP as auditor to 33 private funds. It ranks No. 82 of 247 auditors by number of private funds served.

Rankings

Funds served, by type

  • Private equity funds18
  • Other private funds8
  • Real estate funds4
  • Venture capital funds3

Where its clients are

State of the funds' U.S. advisers.

  • Connecticut13
  • Michigan4
  • Missouri4
  • California3
  • New York2
  • Iowa2
  • Ohio2
  • Virginia2
  • Texas1

Where the funds are organized

  • United States33

Private funds that name UHY LLP (17 listed here)

Fund
Gross assets
Minimum
Owners
Adviser
White Oak Real Estate Investment 2017-1, LP
Delaware, United StatesReal estate fund
Gross assets$452M
Minimum$2.0M
Owners3
AdviserWhite Oak Partners Investment Advisor, LLC
Old Clem Investments, L.P. (And Its Related Investment Vehicles)
Delaware, United StatesPrivate equity fund
Gross assets$124M
Minimum$300M
Owners2
AdviserFirst Reserve
Kingswood Capital I, LP
Delaware, United StatesPrivate equity fund
Gross assets$71.8M
MinimumNone set
Owners2
AdviserKingswood Capital Management, L.P.
EGP Capp Investment LLC
Delaware, United StatesPrivate equity fund
Gross assets$43.8M
MinimumNone set
Owners15
AdviserEducation Growth Partners, LLC
EGP Kt Investors, LLC
Delaware, United StatesPrivate equity fund
Gross assets$34.5M
MinimumNone set
Owners20
AdviserEducation Growth Partners, LLC
EGP Uw Investors, L.L.C.
Delaware, United StatesPrivate equity fund
Gross assets$30.0M
MinimumNone set
Owners7
AdviserEducation Growth Partners, LLC
EGP Modo Investment LLC
Delaware, United StatesPrivate equity fund
Gross assets$29.3M
MinimumNone set
Owners12
AdviserEducation Growth Partners, LLC
White Oak Real Estate Investment 2019-3, LLC
Delaware, United StatesReal estate fund
Gross assets$27.9M
Minimum$2.0M
Owners3
AdviserWhite Oak Partners Investment Advisor, LLC
Kingswood Genesis Fund I Holdings, LLC
Delaware, United StatesPrivate equity fund
Gross assets$24.1M
MinimumNone set
Owners7
AdviserKingswood Capital Management, L.P.
EGP Cw Investors, L.L.C.
Delaware, United StatesPrivate equity fund
Gross assets$24.0M
MinimumNone set
Owners7
AdviserEducation Growth Partners, LLC
FO Legacy Fund LP
Delaware, United StatesPrivate fund
Gross assets$22.9M
Minimum$5.0M
Owners7
AdviserRockefeller Capital Management
Steward Real Estate Partners Fund I, LP
Delaware, United StatesReal estate fund
Gross assets$20.1M
MinimumNone set
Owners2
AdviserSteward Capital Management
CM Growth Capital Partners, L.P. (F/K/A Camelot Acquisitions: Secondary Opportunities, L.P.)
Delaware, United StatesPrivate equity fund
Gross assets$18.4M
Minimum$500K
Owners23
AdviserConway Mackenzie Investment Advisors, LLC
Special Target Fund, LLC
Delaware, United StatesPrivate equity fund
Gross assets$8.3M
MinimumNone set
Owners6
AdviserEducation Growth Partners, LLC
Special Target Fund II, LLC
Delaware, United StatesPrivate equity fund
Gross assets$610K
MinimumNone set
Owners10
AdviserEducation Growth Partners, LLC
Axle Aggregator, LLC
Delaware, United StatesPrivate equity fund
Gross assets$37K
MinimumNone set
Owners7
AdviserKingswood Capital Management, L.P.
GEN One-Cig, Llc.
Delaware, United StatesPrivate fund
Gross assets$0
MinimumNone set
Owners77
AdviserCIG Asset Management, Inc.

16 more funds name UHY LLP: feeder funds, single-deal vehicles and funds listed from Form D, shown on their own or their adviser's pages.

Names as filed

UHY LLP; UHY, LLP; UHY

From SEC filings, not verified. Counts are the number of private funds whose adviser names the firm in that role on Form ADV (Schedule D, Section 7.B.(1)), in the SEC's public Form ADV data through filings made by Dec 26, 2024. A fund can name several firms in the same role. Names are grouped automatically (spelling variants and, for the largest firms, their affiliated entities), which can be incomplete. Rankings count funds only; they do not reflect quality, assets served or fees, and are not a recommendation. Corrections: hello@altmountain.com.