AdFi
PE

Periscope Equity LLC

SEC Registered
Chicago, ILhttps://periscopeequity.com312-281-6205
Assets Under Management
$500M–$1B
Year Founded
2012
Employees
16
Office Locations
1 office
Total Accounts
8

About the firm

Periscope Equity is a Chicago-based private equity firm that partners with founder-owned, business services companies. Since its founding in 2012, Periscope has a track record of investing in businesses with mission-critical service offerings, a history of sustainable profitability, and known avenues to accelerate growth. In alignment with management teams, Periscope seeks to provide operational and commercial support to drive investment returns.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Private EquityBusiness ServicesFounder-owned CompaniesCommerce EnablementCloud And ITCybersecurityHealthcare ITTalent And HRManaged ServicesGrowth Acceleration

Services

Private equity investing with operational and commercial support to drive investment returns, focused on verticals including Commerce Enablement, Cloud/IT/Security, Healthcare IT, and Talent/Risk/Operations

Private funds / alternatives
Private Equity

Who they serve

Founder-owned, business services companies

Client segmentClientsAssets managed
Pension/Profit Sharing Plans8$667M

Leadership

Steven Bradley Jarmel
PARTNER; SOLE MEMBER
Lisa Beth Lerner
CHIEF COMPLIANCE OFFICER & CONTROLLER
John Warren Findlay
PARTNER

Office locations

1 office in 1 state
IL
ChicagoHQ

Regulatory & compliance

CRD number
#290326
SEC Number
801-121890
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based / Other

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Periscope Equity LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Periscope Equity LLC in Chicago, IL | AdvisorFinder