Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / C••••••••• A••••••• I••

C••••••••• A••••••• I••

Fund of funds · probableunsizedBellevue, WAb•••••••••.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 27, 2012 to Jun 26, 2020
RAUM
$4.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$135Mreported gross assets (Form ADV), not fund size
All private fund GAV
$272Mevery 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
45%
Fund type mix
filed 2020-06-26, latest gav Real Estate Fund $108M, Other Private Fund $29.6M, Private Equity Fund $135M, latest counts Real Estate Fund 9, Other Private Fund 2, Private Equity Fund 10, lifetime distinct Real Estate Fund 10, Other Private Fund 6, Private Equity Fund 13
Employees
55
Headquarters
Bellevue, WA
Office address
225 - 108TH AVENUE NE, SUITE 400, Bellevue, WA, 98004-5782
Business phone
425-646-7600
Stated criteria beside observed behaviour
no observed deals yet
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
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
3 on record, 10 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••••• I•••••••• • G•• I• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$3.8M
as of Apr 18, 2017
no Form DWound down
C•• P•••••• E••••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$2.1M
as of Mar 30, 2016
no Form DWound down
S•• I•••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$36,697
as of Oct 6, 2014
no Form DWound down
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
C••••••••• P•••••• E••••• V•••• L•P•••••• Equity Fund2012 to 2019
$28.8M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• V••• L•P•••••• Equity Fund2015 to 2019
$21.6M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• V•••• L•P•••••• Equity Fund2017 to 2019
$15.6M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• V••••• L•P•••••• Equity Fund2015 to 2019
$12.6M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• V••• L•P•••••• Equity Fund2012 to 2019
$10.3M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• V••• L•P•••••• Equity Fund2012 to 2019
$9.8M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• V•••••• L•P•••••• Equity Fund2017 to 2019
$9.8M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• I•• L•P•••••• Equity Fund2019 to 2019
$3.4M
filed Nov 4, 2019
adviserinfo.sec.gov
C••••••••• P•••••• E••••• F••• I•••• L•P•••••• Equity Fund2019 to 2019
$3.0M
filed Nov 4, 2019
adviserinfo.sec.gov
S•• I•••••••• I• L••P•••••• Equity Fund2012 to 2019
$717,183
filed Nov 4, 2019
adviserinfo.sec.gov
Team
12 current, 8 former
Principal (5)
8 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
2 most recent
  1. Sep 1, 2026
    Adviser CRD 110908 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 27, 2012
    C••••••••• A••••••• I•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

C••••••••• A••••••• I•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real Estate Funds1

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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