Independent Sponsor Intelligence
A national record of lower middle market ownership transitions, the verified independent sponsors that have bought companies like them, and the capital observed financing those deals. Facts, inferences and estimates are labelled as such, with the source and the date, on every row.
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- Provider kinds
- Pe adviserFactsources in which the provider appears· 100%· Federal regulator filings
- Capital side
- EquityFactForm ADV private fund type· 85%· Federal regulator filings
- Aum private funds
- $270MFactForm ADV 7B gross assets of private funds· 95%· Federal regulator filings
- Pe fund count
- $6FactForm ADV 7B· 95%· Federal regulator filings
- Adviser since
- 2024-07-31FactForm ADV SEC status effective date· 95%· Federal regulator filings
- Adviser class
- Pe manager smallInferencegross private fund assets: small <$300M, mid <$2B, large· 80%· Federal regulator filings
No sponsor counterparty has been observed for this provider yet. Sponsor friendliness on this page is a class prior (labelled inference) until a transaction naming this provider beside an independent sponsor is ingested.
No financing of an independent sponsor by this provider has been observed in an announcement yet.
| Predicate | Value | Class | Effective | Source |
|---|---|---|---|---|
| Adv firm type | RIA | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv latest filing date | 2026-03-30 | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status | Approved | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adv status effective date | 2024-07-31 | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Adviser class | pe_manager_small | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Employee count | 31 | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Entity kind | private_equity_fund_manager | Inference | 2026-09-12 | DFX model output (scores, estimates, matches) no URL |
| Hq location | Guaynabo, PR | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Legal form | Limited Liability Company | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Pe fund count | 6 | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund count | 11 | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Private fund gross assets usd | $270M | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
| Website | linkedin.com | Fact | 2026-03-30 | SEC Investment Adviser Public Disclosure, Form ADV data adviserinfo.sec.gov |
6 further observations are on the record behind these, each with its own source and date. Ask and we will send the lot.