Interlock Equity, LP (“Interlock”) is a control, lower middle market private equity firm investing
in people-based businesses that are category leaders and/or sector innovators delivering critical
B2B (business-to-business) and healthcare services into growing markets. Interlock, a Delaware
limited partnership, was established in January 2021 by founders Robert Zielinski, Stefan Jensen
and Michael Orend. Interlock, a Delaware limited liability company, is headquartered in Los
Angeles, California.
Interlock, together with Interlock GP I LP (the “General Partner”) and its advisory affiliates,
provides investment advisory services on a discretionary basis to the private investment funds,
Interlock Executive Fund I LP, Interlock Fund I LP, and Interlock Fund I-A LP (collectively, the
“Funds”), that are exempt from registration under the Investment Company Act of 1940, as
amended, and the rules and regulations promulgated thereunder (“1940 Act”), and whose securities
are not registered under the Securities Act of 1933, as amended, and the rules and regulations
promulgated thereunder (“Securities Act”). Each fund is organized as either a limited partnership
with an affiliated entity to Interlock serving as General Partner. Interlock and each General Partner
is subject to the Investment Advisers Act of 1940, as amended, and the rules and regulations
promulgated thereunder (“Advisers Act”), pursuant to Interlock’s registration in accordance with
SEC guidance. This Brochure also describes the business practices of Interlock and the General
Partners, which operate as a single advisory business hereafter collectively referred to as
“Interlock.”
The Funds are private equity funds that invest through negotiated transactions in operating entities,
referred to herein as “Portfolio Companies.” Interlock’s investment advisory services to the Funds
consist of identifying and evaluating potential investment opportunities, negotiating the terms of
investments, managing and monitoring investments, and seeking and consummating dispositions
for such investments.
Interlock provides discretionary investment advisory services based on the Fund’s investment
guidelines as outlined in each Fund’s operative documents. Interlock tailors its advisory services
to the specific investment objectives and restrictions of the Funds. Investor and prospective
investors in the Funds should refer to the confidential private placement memorandum, limited
partnership agreement, and other governing documents for the Funds (the “Governing
Documents”) for more complete information on the investment objectives and investment
restrictions with respect to the Funds. The Funds offer limited partnership interests to certain
qualified Investors as described in response to Item 7, below (such investors are referred to herein
as “Investors”). There can be no assurance that any of the Fund’s investment objectives will be
achieved.
Interlock does not participate in wrap fee programs.
As of December 31, 2023, Interlock had approximately $414,106,730 of assets under management
on a discretionary basis.