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Firms / U••••• I••••••••• A•••••••• I•••

U••••• I••••••••• A•••••••• I•••

Infrastructure · probableUpper middle marketSilver Spring, MDu•••••.comSEC registered investment adviser

U••••• offers insurance coverages designed to protect unions, their leaders and members, as well as multiemployer and public benefit funds.

Classification
Class
Infrastructureprobable, confidence 70%
Basis
R2: 3 of 3 private equity vehicles are named infrastructure
Size band
Upper middle marketdefined by: proxy: $5.62bn Private Equity Fund GAV on the Form ADV filed 2024-05-30
Strategies
INFRASTRUCTURE
Classification history (1)
  1. Sep 13, 2026
    Infrastructure (probable, 70%, cls-pe-1)
    R2: 3 of 3 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to May 30, 2024
RAUM
$11Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$5.6Breported gross assets (Form ADV), not fund size
All private fund GAV
$7.0Bevery private fund type, latest filing
2024 PE fund GAV
$5.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
23%
Fund type mix
filed 2024-05-30, latest gav Real Estate Fund 0, Other Private Fund $1.4B, Private Equity Fund $5.6B, latest counts Real Estate Fund 1, Other Private Fund 6, Private Equity Fund 2, lifetime distinct Hedge Fund 1, Real Estate Fund 1, Other Private Fund 8, Private Equity Fund 3
Employees
83
Headquarters
Silver Spring, MD
Office address
8403 COLESVILLE ROAD, 13TH FLOOR, Silver Spring, MD, 20910
Business phone
202-962-8951
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
financial services
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
roles
unknown 5
period
to unknown, from unknown, undated holdings 5, dated observations 0
window
last unknown, first unknown
control
unknown 5
companies
5
geography
investments
5
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

5 companies on the graph (0 transactions); no dated observations

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
U••••• I••••••••• T•••••• F•••• L•••
ADV: Private Equity Fund
Infrastructure fund2013
first reported on Form ADV
$703M
as of May 30, 2024
no Form DUnknown
U••••• I••••••••• M••••• F•••• L•••
ADV: Private Equity Fund
Infrastructure fund2013
first reported on Form ADV
$287M
as of Mar 26, 2015
no Form DEarly deployment
U••••• I••••••••• T••••••••• F•••• L•••
ADV: Private Equity Fund
Infrastructure fundunknown$4.9B
as of May 30, 2024
no Form DUnknown
Team
20 current, 12 former
Partner (3)
Principal (5)
Vice president (6)
12 former (kept with end dates)
Portfolio
5 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
F•••• I•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J• f•• J••• • C••••••••• R••• E••••• D•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• E••••• E••••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••• I••••••••• F•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 relationships
Placement agents (1)
  • U••••• I••••••••• C••••••• I••• 3 shared · strong · last Jan 1, 2013
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
5 most recent
  1. Sep 2, 2026
    U••••• Invests $25 Million in Chicago Apartment Project
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jun 16, 2026
    U••••• Invests $12.5 Million to Fund Construction of Two Multifamily Rental Towers in New York City
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jan 10, 2025
    ESTUARY POWER CLOSES FINANCING OF ESCAPE SOLAR AND STORAGE PROJECT
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 27, 2022
    Pearlmark Closes $12M Mezzanine D••• Investment for Duffey 2.0
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Mar 29, 2012
    U••••• I••••••••• 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

U••••• I••••••••• A•••••••• I••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA 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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