SourcingSourcing

SKYLARK PRIVATE EQUITY PARTNERS, LP

B53
CRD 315174·SEC 801-127784·DALLAS, TX
AUM
$211.4M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$634K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SKYLARK PRIVATE EQUITY PARTNERS, LP
CRD
315174
SEC file #
801-127784
EIN
—
DBA names
—

Economics

AUM
$211.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$188.0M → $211.4M▲ +12%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
8 advisors → 7 advisors▼ -12%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganmedium confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
skylarkpe.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PETERSON, HUNTER, RYAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
PETERSON, HUNTER, RYAN
SKYLARK PRIVATE EQUITY PARTNERS, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SKYLARKPE.COM
Rdap Domain Creation Date
2020-09-16T21:28:04Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Jpmorgan2
Full
E*trade4
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-16T21:28:04Z
Rdap Domain Last Changed
2025-09-11T15:54:13Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2587323
Trust Company Affiliate
No

People (3)

3
PETERSON, HUNTER, RYAN
Direct Owner · 62.5%
2587323
PORTER, AMY, MORGAN
Executive Officer · 2.5%
7390002
JOHN MICHAEL PORTER
Executive Officer · 2.5%
3189473