O•• I•••••••• E•••••• L••

Private Equity

Waltham, MA

••• Locked

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Search this name across graphsid dfx:pe:7c6447e6-a71d-49f9-b235-4bd10630e67c

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 6:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 50
Dated events: 14
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
36 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

O•• I•••••••• E•••••• L••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

O•• I•••••••• E•••••• L••

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2015 to 2024
PE GAV, 2024 filing: $1.4B••• Locked
Regulatory AUM: $1.4B
Investments: 33
Active investments: 8
Size band: MIDDLE MARKETderived••• Locked
Stated sectors: energy,transportation_logistics,environmental_services

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
O•• I•••••••• B••••• I••••• L•	2024	Unknown	Private Equity Fund	n/a	$167M	0
O•• I•••••••• E••••• F••• I••••• L•	2018	Harvest	Private Equity Fund	n/a	$144M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
C•••••• I•••••••••	n/a	unknown	unknown	n/a	n/a	unknown
R••••••••• R••••••• I•••••••••	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (11)

→ Edward JoullianPersonManaging Director
factThe subject's own site
→ Eihab KhanPersonAssociate
factThe subject's own site
→ Erick Dominguez OrtizPersonAssociate
factThe subject's own site
→ Eric JonesPersonVice President
fact

Dated events

8 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 18, 2024
Person left
Scott Edward Carson (Member And Managing Partner) no longer on Schedule A of O•• I•••••••• E•••••• L••
Form ADVobserved 8 days ago
Occurred
Apr 18, 2024
Person left
Gregory Scott Morzano (Member And Managing Partner) no longer on Schedule A of O•• I•••••••• E•••••• L••
Form ADVobserved 8 days ago
Occurred
Jan 26, 2021
Person left
David Brian Delmore (Chief Financial Officer) no longer on Schedule A of O•• I•••••••• E•••••• L••
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:7c6447e6-a71d-49f9-b235-4bd10630e67c
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 22 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.