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B•••••••• C•••••• P•••••••

Hybrid managerClassification probableunsized· New York, NY

••• Locked

Regulatory AUM
$4.2B
Form ADV
PE fund assets
Not established
PE funds
9
Form ADV
Investments held
2 of 5
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (44)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 14, 2026
    Hybrid manager (probable, 65%, cls-pe-2)
    R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
Adviser type
unknown
Form ADV filings
? to Mar 30, 2026
RAUM
$4.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$2.6Bevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
unknown
Employees
unknown
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
minority
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 3, minority 2
period
to 2025-11-06, from 2025-11-06, undated holdings 4, dated observations 2
window
last 2025-11-06, first 2025-11-06
control
unknown 3, minority 2
companies
5
geography
investments
5
seller kinds
transactions
2
cadence by year
2025 other deals 1
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 1, share 0.2, value financial services, examples Penfund Management Limited, count 1, share 0.2, value industrial services, examples headquarters
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.2, value financial services, examples Penfund Management Limited, count 1, share 0.2, value remediation environmental, examples headquarters

5 companies on the graph (2 transactions); most in financial services (1); observed 2025 to 2025

Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
44 current, 0 former
Partner (8)
Vice president (10)
Associate (10)
Platform (7)
Portfolio
5 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I• t•• N••• 1•••••••• 2••• K•••••••• C•••••• M•••••••••MinorityactiveNov 6, 2025
transaction announcement
11 monthsA••• C••••••• (confirmed)Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
A••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
h•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• M••••••••• L••••••MinorityactiveunknownunknownA••• C••••••• (confirmed)Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Nov 6, 2025Minority investmentI• t•• N••• 1•••••••• 2••• K•••••••• C•••••• M•••••••••Sponsor (confirmed)b•••••••••.com
date unknownMinority investmentP•••••• M••••••••• L••••••Sponsor (confirmed)penfund.com
Placement agents, lenders, advisers and co-investors
7 relationships
Financial advisers (2)
  • C••••••••• P••••••• 1 shared · one time
  • H••••••• L•••• 1 shared · one time · last Nov 6, 2025
Legal advisers (5)
  • G••••••• L•• 1 shared · one time
  • K••••••• • E•••• L•• 1 shared · one time
  • S••••• A••••• L•• 1 shared · one time · last Nov 6, 2025
  • F•••• F•••• 1 shared · one time
  • S••••••• E•••••• L•• 1 shared · one time
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
7 most recent
  1. Mar 30, 2026
  2. Mar 26, 2026
  3. Feb 5, 2026
  4. Jan 13, 2026
  5. Nov 6, 2025
  6. Nov 6, 2025
  7. Nov 1, 2025
Across the graphs

B•••••••• C•••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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