PEG Secondary Portfolio L.P. — Form D

PEG Secondary Portfolio L.P. of NEW YORK, NY, a pooled investment fund, filed a Form D exempt-offering notice with the SEC on 2024-02-09. $118.7M was reported sold. Industry: Pooled Investment Fund.

Offering

Filed: 2024-02-09
Form: D
Accession: 0001012975-24-000069
Industry: Pooled Investment Fund
Exemptions: 06b, 3C, 3C.7
Amount sold: $118.7M
Minimum investment: $300K
Investors: 61
Date of first sale: 2024-01-31
Security types: fund interests
Revenue range: Not Applicable
SEC file number: 021-504895

Issuer

Name: PEG Secondary Portfolio L.P.
CIK: 0002010152
Entity type: Limited Partnership
Jurisdiction: DELAWARE
Incorporated: 2023
Address: J.P. MORGAN INVESTMENT MANAGEMENT INC. 390 Madison Avenue, 31st Floor, NEW YORK, NY, 10017
Phone: 212-270-6000

Officers, directors & promoters (17)

Name	Role	Location
N/A Trident Fund Services, Inc.	Executive Officer	Atlanta, GA
N/A Trident Fund Services, Inc.	Related Person	Atlanta, GA
N/A J.P. Morgan Securities LLC	Promoter	New York, NY
N/A J.P. Morgan Securities LLC	Related Person	New York, NY
N/A GPE GP LLC	Executive Officer	Atlanta, GA
N/A GPE GP LLC	Related Person	Atlanta, GA
N/A J.P. Morgan Investment Management Inc.	Executive Officer	New York, NY
N/A J.P. Morgan Investment Management Inc.	Promoter	New York, NY
N/A J.P. Morgan Investment Management Inc.	Related Person	New York, NY
Brian Visel	Director	Atlanta, GA
Brian Visel	Related Person	Atlanta, GA
Andrew Oliver	Director	Missoula, MT
Dan Smith	Director	Atlanta, GA
Dan Smith	Related Person	Atlanta, GA
N/A J.P. Morgan Institutional Investments Inc.	Promoter	New York, NY
N/A J.P. Morgan Institutional Investments Inc.	Related Person	New York, NY
Vetrece Martin	Director	Atlanta, GA

Other filings by this issuer (3)

Filed	Form	Offering	Sold
2026-04-02	D/A	—	$379.2M
2025-12-23	D/A	—	$206.1M
2025-02-04	D/A	—	$125.2M

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