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Firms / S• A•••••••• L••

S• A•••••••• L••

CandidateLower middle marketBoston, MASEC registered investment adviser
Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 1 Private Equity Fund(s) among 4 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-12-10
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 1 Private Equity Fund(s) among 4 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 23, 2021 to Dec 10, 2024
RAUM
$156Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$36.5Mreported gross assets (Form ADV), not fund size
All private fund GAV
$156Mevery private fund type, latest filing
2024 PE fund GAV
$36.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
25%
Fund type mix
filed 2024-12-10, latest gav Other Private Fund $119M, Private Equity Fund $36.5M, latest counts Other Private Fund 3, Private Equity Fund 1, lifetime distinct Other Private Fund 3, Private Equity Fund 1
Employees
23
Headquarters
Boston, MA
Office address
TWO ATLANTIC AVENUE, 5TH FLOOR, Boston, MA, 02110
Business phone
617-939-9900
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
U• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$36.5M
as of Dec 10, 2024
no Form DUnknown
Team
11 current, 4 former
Managing partner (1)
Platform (4)
Other (3)
4 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
1 most recent
  1. Sep 23, 2021
    S• A•••••••• L•• first filed Form ADV in the extract (ERA)
    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

S• A•••••••• L•• 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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