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Firms / C••••• L••

C••••• L••

Buyout firm · probableLower middle marketUSc•••••.comSEC exempt reporting adviser

Our aligned business leaders bring sector expertise, scaling experience, and geographical reach that financial capital alone cannot buy.

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-15
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Jul 24, 2023 to Mar 15, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$52.3Mreported gross assets (Form ADV), not fund size
All private fund GAV
$52.3Mevery private fund type, latest filing
2024 PE fund GAV
$52.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-15, latest gav Private Equity Fund $52.3M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
unknown
Business phone
917-971-1440
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
business services, industrials, healthcare
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••• M••••• C••••••••• P••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$52.3M
as of Mar 15, 2024
no Form DUnknown
Team
11 current, 0 former
Managing partner (11)
Portfolio
5 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• M••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••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)
  • J••• B••••• •••••••• S•••••••• L••• 1 shared · one time · last Jan 1, 2023
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. Jul 24, 2023
    C••••• 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)