Wealth Segment Guide
How to Research Private Equity Executive Prospects
PE executives have lumpy, opaque, and enormous wealth events. Carry crystallizes years after a fund vintage. Oriel models the carry waterfall instead of guessing from a LinkedIn title.
What Oriel looks at
Form ADV filings
SEC registrations disclose AUM, fund vintages, and key personnel — the foundation of any carry estimate.
Fund vintage and performance data
PitchBook, Preqin, and LP disclosures used to estimate realized vs. unrealized carry.
Portfolio company exits
Press releases and SEC filings on portfolio exits that trigger carry distributions.
Title and seniority mapping
Partner vs. Principal vs. MD distinctions that determine carry allocation percentage.
Co-investment disclosures
LP filings and portfolio company cap tables that reveal personal co-invest stakes.
Where ChatGPT typically fails
- Treats a 'Partner' title as uniform across firms, ignoring carry tier differences.
- Cannot distinguish realized from paper wealth.
- Misses co-investment wealth entirely.
- Estimates capacity from base salary, missing 90% of the picture.
Sample brief excerpt
Excerpt — capacity summary
Capacity rating: $5M – $10M (5-year)Wealth basis: Partner at [Firm] (Form ADV: $4.2B AUM across three active funds). Joined as Principal in 2014, promoted to Partner in 2019. Estimated carry allocation: 3-5% of Fund III ($1.1B, vintage 2018, ~1.8x TVPI through Q4).
Confirming signals: $6.4M home purchased in Winnetka in 2022 (cash, per recorder). Two portfolio exits in 2023 totaling ~$900M aggregate enterprise value.
Methodology note: Realized carry estimate ~$8M-$14M; unrealized (Funds IV & V) significantly larger but illiquid. Capacity rating reflects realized portion only.