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G••• R••• M••••••••• P••••••• I•• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TX

••• Locked

Regulatory AUM
$857M
Form ADV
PE fund assets
$857M
Form ADV
PE funds
9
Form ADV
Funds and vehiclesTeam (34)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.86bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $857M · 9 PE funds · filed Mar 31, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Nov 30, 2021 to Mar 31, 2026
RAUM
$857Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$857Mreported gross assets (Form ADV), not fund size
All private fund GAV
$857Mevery private fund type, latest filing
2024 PE fund GAV
$857Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 9 funds, $857M reported gross assets
Form ADV filed Mar 31, 2026
Employees
23
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShow
Stated by the firm
Sectors
Education
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
••• Locked
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
5 families, 9 vehicles on record
View all 9 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
G••• R••• E••••• F••• V• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$37.7M
as of Mar 31, 2026
$0Early deployment
G••• R••• N•• Z••• O••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$412M
as of Mar 31, 2026
$0Active deployment
G••• R••• E••••• F••• I••• H•••••••• L•
ADV: Private Equity Fund
Feeder or parallel2022
Form D first sale
$17.0M
as of Mar 31, 2026
$182MHarvest
G••• R••• E••••• F••• V••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$112M
as of Mar 31, 2026
$0Unknown
G••• R••• N•• Z••• V•••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$78.7M
as of Mar 31, 2026
$0Unknown
G••• R••• E••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$75.0M
as of Mar 31, 2026
$0Active deployment
G••• R••• E••••• F••• V••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$71.6M
as of Mar 31, 2026
$0Unknown
G••• R••• E••••• F••• I•••• L••
ADV: Private Equity Fund
Feeder or parallelunknown$31.3M
as of Mar 31, 2026
no Form DUnknown
G••• R••• E••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$21.6M
as of Mar 31, 2026
$0Mature
Team
32 current, 2 former
Full team · 32 peoplegrouped by role, with sources
Managing partner (4)
Partner (9)
Principal (2)
Vice president (4)
Associate (1)
Investor relations (1)
Platform (10)
Other (1)
2 former (kept with end dates)
Deals
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
  • O•• C••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
  • I•••••• C•••••• L•• 1 shared · one time · last Jul 28, 2023
  • I•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2024
LP commitments
0 LPs, 0 disclosed commitments
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
3 most recent
  1. Sep 17, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Mar 31, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  3. Nov 30, 2021
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

G••• R••• M••••••••• P••••••• I•• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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.

Checking your plan…

Not yet on record: investments held, deals, last 12 months.