National Equity Fund

Evidence PackPROIndependent

Real EstateCHICAGO, IL, US

AUM

$125M

Ownership

independent

Stakeability

41 / LOW

Priority

Tier

Employees

National Equity Fund specializes in real estate investments.

SEC RegisteredFund PerformanceBDC ExposureTeam Data

Coverage

33%

Adaptive profile: standard

Signals present

4/12

SEC / ADVFund Performance(11)BDC Exposure(3)13F Holders(0)Team(30)ILS Deals(0)Regulatory(0)Legal(0)Lobbying(0)Hiring(0)News(0)GP Stakes Deals(0)

Data Freshness

Recent Changes

Stakeability Breakdown

41 / 100

Fund PerformanceAUM growth and fundraising track record

Team StabilityLeadership continuity and key person risk

Market PositionBrand strength and competitive positioning

Succession ReadinessNext-gen leadership and governance structure

Transaction FeasibilityLikelihood of a stake transaction

Unable to load signal breakdown.

IC Risk Memo

PRO

Investment committee-ready memo with risk analysis and recommendation

Click "Generate Memo" to create an IC-ready analysis

Includes risk factors, citations, and recommendation

CRD Number

156961

SEC File Number

801-73179

Registration Type

Registered

Filing Date

Mar 28, 2025

Employee Count

N/A

Discretionary AUM

$1.4B

Private Funds

PE Funds

VC Funds

N/A

RE Funds

Hedge Funds

N/A

Gross Assets (Private)

$1.8B

Source: SEC IAPD