Verified Allocator Universe
557 SEC-registered advisers filtered from 27,679 total, classified by deployment posture (External, Hybrid, Internal Capital), refreshed weekly.
The Problem
Thousands of Regulation D filings hit the SEC every month. But filings alone only tell you who is raising. They don’t tell you who is deploying, how fast deals are moving, or which advisers are behind the capital.
That requires connecting multiple regulatory databases, layering in macroeconomic signals, and analyzing the result.
Why We Built SERA
We built SERA to support our own capital deployment. We needed to see both sides of the private capital market: who is raising and who is behind the funds deploying it.
SERA connects SEC Form D filings to Form ADV registered adviser data cross-referencing against 1.6 million fund vehicle records, layers in macroeconomic context from the Federal Reserve, Treasury markets, and volatility indicators, and scores every filing with proprietary AI capital assessments.
One source of truth. 27,679 SEC-registered advisers, filtered to 557 verified outside allocators and tracked weekly across the full Form D pipeline.
What You Get
557 SEC-registered advisers filtered from 27,679 total, classified by deployment posture (External, Hybrid, Internal Capital), refreshed weekly.
Allocators ranked weekly for your sector and check size, with decision-maker contact and posture intelligence per row.
Form D filings matched to registered advisers across 1.6 million fund vehicle records, with classification, AUM, and outside-allocation pattern per firm.
Fed rates, yield curve, FedWatch, and VIX structure connected to private capital deployment conditions.
Format
No platform. No login. No download limits. Every report you receive is yours to keep, permanently. Build your own archive. No platform dependency. If you cancel, your reports stay with you.
Built by a team with 25+ years and $2.8B+ in closed transactions across private equity.
Sample
A weekly snapshot of private capital market activity — macro conditions, filing trends, geographic and industry breakdowns, deals to watch, adviser concentration data, and AI-powered commentary connecting it all.
Three pages of the same analysis that drives our paid intelligence reports. Normally available at no cost — temporarily unavailable while SERA is being updated.
Pricing
Normally starts at $199 per month, or $97 for a single report. No contract. Cancel anytime.
For sponsors raising capital. Each week, the verified outside allocators ranked by your sector and check size, with the deployment activity, decision-maker contact, and posture intelligence that changed in the last seven days.
$199/month
Sponsors who need the addressable allocator universe with primary contact per firm. Weekly, every Monday. Or $97 single report.
$399/month
Sponsors who want fund-level detail and multiple decision-makers per firm. Weekly, every Monday. Or $197 single report.
$499/month
Sponsors running active outreach who need full market intelligence and deal-fit context. Weekly, every Monday. Or $247 single report.
Form D filings refreshed daily. Form ADV adviser data refreshed monthly with each FOIA cycle. Allocator universe updates each week.
We will only contact you when the new release is available. No marketing.
SERA is a data intelligence product published by BEO Investments LLC for informational and research purposes only. It is not investment advice, not a solicitation, and not a regulated advisory service. For complete terms, see beovest.com/disclosures.
