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L••• C••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Naples, FLl•••••••••.com

••• Locked

Regulatory AUM
$144M
Form ADV
PE fund assets
$20.9M
Form ADV
PE funds
21
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (1)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 basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 27 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-31
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 27 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 20, 2012 to Mar 31, 2024
RAUM
$144Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
21
PE fund GAV, latest filing
$20.9Mreported gross assets (Form ADV), not fund size
All private fund GAV
$20.9Mevery private fund type, latest filing
2024 PE fund GAV
$20.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-31, latest gav Private Equity Fund $20.9M, latest counts Private Equity Fund 21, lifetime distinct Private Equity Fund 30
Employees
2
Headquarters
Naples, FL
Office address
••• Locked
Business phone
••• Locked
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
30 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L••• P•• 2• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$2.0M
as of Mar 31, 2024
no Form DUnknown
L••• P•• 2• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$1.5M
as of Mar 31, 2024
no Form DUnknown
L••• P•• 2•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$2.3M
as of Mar 31, 2024
no Form DUnknown
L••• P•• 2•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$2.0M
as of Mar 31, 2024
no Form DUnknown
L••• P•• 2•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.6M
as of Mar 31, 2024
no Form DUnknown
L••• M•••••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$500,000
as of Mar 10, 2023
no Form DWound down
L••• P•• X••••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$3.3M
as of Mar 31, 2024
no Form DMature
L••• P•• X••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$3.7M
as of Mar 31, 2024
no Form DUnknown
L••• P•• X••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$618,159
as of Mar 31, 2024
no Form DHarvest
L••• P•• X•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$196,636
as of Mar 31, 2024
no Form DHarvest
L••• P•• X•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$50,000
as of Apr 1, 2022
no Form DMature
L••• P•• X••••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.1M
as of Mar 31, 2024
no Form DHarvest
L••• P•• X•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$986,820
as of Mar 31, 2024
no Form DHarvest
L••• P•• X•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$806,005
as of Mar 31, 2024
no Form DHarvest
L••• P•• X••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$405,285
as of Mar 31, 2024
no Form DHarvest
L••• P•• I••
ADV: Private Equity Fund
buyout or unlabelledunknown$260,833
as of Mar 10, 2023
no Form DWound down
L••• P•• X••
ADV: Private Equity Fund
buyout or unlabelledunknown$88,192
as of Mar 31, 2024
no Form DMature
L••• P•• X•
ADV: Private Equity Fund
buyout or unlabelledunknown$79,501
as of Apr 29, 2016
no Form DWound down
L••• P•• V•
ADV: Private Equity Fund
buyout or unlabelledunknown$75,206
as of Mar 31, 2024
no Form DHarvest
L••• P•• I•
ADV: Private Equity Fund
buyout or unlabelledunknown$50,000
as of Mar 10, 2023
no Form DWound down
L••• P•• I•
ADV: Private Equity Fund
buyout or unlabelledunknown$47,677
as of Mar 31, 2024
no Form DHarvest
L••• P•• V•••
ADV: Private Equity Fund
buyout or unlabelledunknown$46,270
as of Mar 10, 2023
no Form DWound down
L••• P•• I•
ADV: Private Equity Fund
buyout or unlabelledunknown$32,706
as of Mar 31, 2024
no Form DHarvest
L••• P•• X•••
ADV: Private Equity Fund
buyout or unlabelledunknown$30,968
as of Mar 31, 2024
no Form DHarvest
L••• P•• V••
ADV: Private Equity Fund
buyout or unlabelledunknown$30,362
as of Mar 31, 2024
no Form DHarvest
L••• P•• X••
ADV: Private Equity Fund
buyout or unlabelledunknown$29,390
as of Mar 31, 2024
no Form DHarvest
L••• P•• V•
ADV: Private Equity Fund
buyout or unlabelledunknown$12,626
as of Mar 31, 2024
no Form DHarvest
L••• P•• I•
ADV: Private Equity Fund
buyout or unlabelledunknown$10,000
as of Mar 10, 2023
no Form DWound down
L••• P•• X•
ADV: Private Equity Fund
buyout or unlabelledunknown$9,201
as of Apr 24, 2014
no Form DWound down
P••••••••• A•••••••• F•••• L•••buyout or unlabelledunknownunknownno reporting$0Fundraising
Team
1 current, 1 former
1 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. Mar 31, 2026
    L••• C••••••: Private Equity Funds on Form ADV 21 (2024 extract) -> 24 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Apr 20, 2012
    L••• C•••••• 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

L••• C•••••• 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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