# PEG Secondary Portfolio (Holding) L.P. — Form D/A

PEG Secondary Portfolio (Holding) L.P. of NEW YORK, NY, a pooled investment fund, filed a Form D amendment with the SEC on 2025-12-23. $391.0M was reported sold. Industry: Pooled Investment Fund.

## Offering

- Filed: 2025-12-23
- Form: D/A
- Accession: 0001012975-25-000975
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $391.0M
- Minimum investment: $2.4M
- Investors: 3
- Date of first sale: 2024-01-31
- Security types: fund interests
- Revenue range: Not Applicable
- SEC file number: 021-504889

## Issuer

- Name: PEG Secondary Portfolio (Holding) L.P.
- CIK: 0002010350
- 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 (13)

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

## Other filings by this issuer (3)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2026-04-02](https://search.stillhousedata.com/formd/0001012975-26-000297) | D/A | — | $606.5M |
| [2025-02-04](https://search.stillhousedata.com/formd/0001012975-25-000068) | D/A | — | $249.2M |
| [2024-02-09](https://search.stillhousedata.com/formd/0001012975-24-000067) | D | — | $201.0M |

## More

- [CIK 2010350 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010350&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001012975-25-000975.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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