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 / V•••• S••••• C•••••• P•••••••

V•••• S••••• C•••••• P•••••••

Buyout firmLower middle marketNew York, NYv••••••.comSEC registered investment adviser

V•••• S••••• C•••••• P••••••• | Private Equity Partner of Choice for Middle-Market Healthcare Services Companies

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2024-06-03
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 6, 2017 to Jun 3, 2024
RAUM
$801Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$801Mreported gross assets (Form ADV), not fund size
All private fund GAV
$801Mevery private fund type, latest filing
2024 PE fund GAV
$801Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-06-03, latest gav Private Equity Fund $801M, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 13
Employees
10
Headquarters
New York, NY
Office address
412 WEST 15TH STREET, 2ND FLOOR, New York, NY, 10011
Business phone
646-847-2438
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
Sectors
healthcare
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$10.0M to $20.0M
Enterprise value
not stated or not yet read
Equity check
$75.0M to $120M
Control
control,majority
Thesis
not stated or not yet read
Observed from deals on record
roles
add on 2, unknown 11, platform 1
period
to 2026-09-02, from 2026-09-02, undated holdings 12, dated observations 4
window
last 2026-09-02, first 2026-09-02
control
control 2, unknown 12
companies
12
geography
count 1, share 0.083, value NC
investments
14
seller kinds
transactions
2
cadence by year
2026 add ons 2
platform add on
add ons 2, platforms 1, 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

12 companies on the graph (2 transactions); 1 platforms and 2 add-ons; observed 2026 to 2026

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
V•••• S••••• C•••••• P••••••• H••••••••• S•• I• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$16.5M
as of Jun 3, 2024
no Form DUnknown
E•• A••••••••• B•••••• H•••••••• L•••••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$86.6M
as of Jun 3, 2024
no Form DEarly deployment
V•••• S••••• C•••••• P••••••• C•••••••• F••• I•• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$61.9M
as of Jun 3, 2024
no Form DEarly deployment
V•••• S••••• C•••••• P••••••• C•••••••• F••• I• L•••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$271,920
as of Jun 3, 2024
no Form DUnknown
V•••• S••••• C•••••• P••••••• H••••••••• F•••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$154M
as of Jun 3, 2024
no Form DMature
V•••• S••••• C•••••• P••••••• H••••••••• F•••••• L•••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$82.6M
as of Jun 3, 2024
no Form DMature
E•• A••••••••• L•••••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$44.7M
as of Jun 3, 2024
no Form DActive deployment
V•••• S••••• C•••••• P••••••• S•• I••• L•••••
ADV: Private Equity Fund
Buyout fund2018
first reported on Form ADV
$21.4M
as of May 13, 2022
no Form DWound down
S••••• A••••••••• L••• S••••• B•
ADV: Private Equity Fund
Feeder or parallelunknown$192M
as of Jun 3, 2024
no Form DHarvest
S••••• A••••••••• L••• S••••• a•
ADV: Private Equity Fund
Feeder or parallelunknown$121M
as of Jun 3, 2024
no Form DHarvest
V•••• S••••• C•••••• P••••••• S•• I• L•••••
ADV: Private Equity Fund
Buyout fundunknown$37.4M
as of Jun 3, 2024
no Form DHarvest
V•••• S••••• C•••••• P••••••• I• L•••
ADV: Private Equity Fund
Buyout fundunknown$3.3M
as of Jun 3, 2024
no Form DHarvest
I••••• H•••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$58,499
as of Mar 29, 2019
no Form DWound down
Team
21 current, 1 former
Investor relations (1)
1 former (kept with end dates)
Portfolio
14 relationships, 1 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S•••••••
add-on to I••••••• G••••
Add-onactiveSep 2, 2026
transaction announcement
1 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•••••••
add-on to I••••••• G••••
Add-onactiveSep 2, 2026
transaction announcement
1 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• B••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• M•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• G••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••••••• S•••••••• M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• A••••••• C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Sep 2, 2026Add-on acquisitionS•••••••Sponsor (derived)inceptua.com
Sep 2, 2026Add-on acquisitionS•••••••Sponsor (derived)inceptua.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • L••••• F••••• • C•• L•• 2 shared · recurring · last Jan 1, 2017
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
4 most recent
  1. Sep 2, 2026
    I••••••• Acquires S••••••• to Enhance Pharmacy Services for Clinical Trials
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 2, 2026
    O••••••••• S•••••••• M••••••••• completes partnership with Orlando Orthopedic Clinic and its wholly owned ambulatory surgery center, Marking its 23rd Partnership
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 31, 2026
    V•••• S••••• C•••••• P•••••••: Private Equity Funds on Form ADV 11 (2024 extract) -> 17 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  4. Jan 6, 2017
    V•••• S••••• C•••••• P••••••• 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

V•••• S••••• C•••••• P••••••• is the same institution as 3 records in Family Offices, Independent Sponsors and RIA and Wealth.

Family Offices1Independent 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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