The shared identity layer holds 8 graphs (al, family office, independent sponsor, pc, private equity, ref, RIA and wealth and venture) and resolves 16,633 clusters onto at least three of them by shared CRD, CIK, EIN, ADV fund id or individual CRD, never by name; 2,208 span four or more and 454 span five. Examples: ROCKEFELLER CAPITAL MANAGEMENT, Stepstone Group Inc., Hamilton Lane, SUMMIT PARTNERS, L.P., Capital Dynamics, Inc., LEGACY KNIGHT MFO, LLC, FOCUS PARTNERS WEALTH, LLC, HARBOURVEST PARTNERS, LLC.
Sep 16, 202612 evidence rowsconfirmed today
Across 23 of the 40 largest (by RAUM) wealth managers whose Schedule A owner resolves to a private equity sponsor, IAPD registration spans between 2025-09-18 and 2026-09-18 show 1,757 advisors joining and 955 leaving (net +802). Largest movers: Wealth Enhancement Advisory Services, Llc +144 (168 in, 24 out; TA Associates on Schedule A since 2019-10-07); Mercer Global Advisors Inc. +130 (146 in, 16 out; APH III GP LP on Schedule A since 2023-09-22); Rockefeller Capital Management +120 (143 in, 23 out; Viking Global Investors LP on Schedule A since 2018-08-23); Mariner +86 (130 in, 44 out; Leonard Green & Partners, L.P. on Schedule A since 2021-07-30); Osaic Wealth, Inc. -81 (348 in, 429 out; Reverence Capital Partners on Schedule A since 2019-08-30); Beacon Pointe Advisors, Llc +76 (93 in, 17 out; Kohlberg Kravis Roberts & Co. L.P. on Schedule A since 2022-02-03); Waverly Advisors, Llc +66 (69 in, 3 out; Hggc, LLC on Schedule A since 2022-01-18); Kestra Advisory Services, Llc +56 (156 in, 100 out; OAK Hill Capital Management, LLC on Schedule A since 2023-03-06).
Sep 18, 2025 to Sep 18, 202623 evidence rowsconfirmed today
465 private equity transactions were announced between 2026-06-20 and 2026-09-18: 155 platform acquisitions, 149 add-ons, 54 exits and 107 growth, minority or recapitalisation deals. 4 disclosed an enterprise value, $4.3B in total.
Jun 20, 2026 to Sep 18, 20264 evidence rowsconfirmed today
Form ADV Schedule A and B name the owners of each adviser. 550 owner rows on 319 advisers resolve by identifier to a sponsor on the private equity graph (precision 1.00 on track Z's labels); 103 of those advisers are wealth managers with 37,613 registered advisors and $4.78T of RAUM as filed. Largest sponsors by wealth platforms: Clayton, Dubilier & Rice, LLC 35 (Ancora Private Wealth Advisors, Llc, Ars Wealth Advisors, Asset Advisors, Badgley Phelps Wealth Managers, ...); Reverence Capital Partners 5 (Osaic Advisory Services, Llc, Osaic Institutions, Inc., Osaic Wealth, Inc., Seia, ...); OAK Hill Capital Management, LLC 5 (Goldstein Advisors, Llc, Hughes Financial Services, Llc, Kestra Advisory Services, Llc, Kestra Private Wealth Services, Llc, ...); Bain Capital Private Equity, LP 4 (Ac Wealth Partners, Envestnet Pmc, Envestnet Portfolio Solutions, Inc., Qrg Capital Management, Inc.); Leonard Green & Partners, L.P. 3 (Mariner, Mariner Advisor Network, Mariner Independent); The Vistria Group, LP 3 (Ingham Retirement Group, Pasi Investments, Llc, The Mather Group, Llc).
Sep 17, 202625 evidence rowsconfirmed today
Between 2026-06-20 and 2026-09-18, 18 distinct vehicles announced a final close or a capital raise; 18 disclosed a size, $26.5B in total. Largest: Hamilton Lane Sixth Direct Equity Fund $3.8B (Hamilton Lane); Wind Point Fund XI $3.2B (Wind Point Partners); Copenhagen Infrastructure Growth Markets Fund II $3.0B (Copenhagen Infrastructure Partners); G Squared VII $2.3B (G Squared Equity Management LP).
Jun 20, 2026 to Sep 18, 20268 evidence rowsconfirmed today
Cyprium Partners appears as equity provider or lender on 11 independent sponsor deal records covering 6 target companies between 2019-07-18 and 2026-09-09, 4 in the last twelve months. Most recent: Cyprium Partners was lender on Salt Creek Capital's platform acquisition of Craig Wire Products LLC
Jul 18, 2019 to Sep 9, 20263 evidence rowsconfirmed today