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P•••••••• E••••• P••••••• L•

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Houston, TXp•••••••••.com

••• Locked

Regulatory AUM
$1.7B
Form ADV
PE fund assets
$926M
Form ADV
PE funds
6
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (19)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: 10 of 14 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.93bn Private Equity Fund GAV on the Form ADV filed 2024-02-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 14 distinct vehicles are sworn P•••••• Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 23, 2019 to May 26, 2026
RAUM
$1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$926Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.2Bevery private fund type, latest filing
2024 PE fund GAV
$926Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
71%
Fund type mix
filed 2024-02-27, latest gav Hedge Fund $9.3M, Other Private Fund $161M, Private Equity Fund $926M, latest counts Hedge Fund 2, Other Private Fund 2, Private Equity Fund 10, lifetime distinct Hedge Fund 2, Other Private Fund 2, Private Equity Fund 10
Employees
60
Headquarters
Houston, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
energy, financial services, industrials, infrastructure
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
12 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•• S••••••••• L••••• L•
ADV: Other P•••••• Fund
SPV2024
first reported on Form ADV
$10.1M
as of Feb 27, 2024
no Form DUnknown
P•• D••••••••• O••••••••• F••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$341M
as of Feb 27, 2024
no Form DEarly deployment
P•• P••••••••• P••••••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$168M
as of Feb 27, 2024
no Form DEarly deployment
P•• O•••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$27.2M
as of Feb 27, 2024
no Form DUnknown
S••••••••• G••••• N•••••• R•••••••• F•••• L•••
ADV: Other P•••••• Fund
SPV2021
first reported on Form ADV
$151M
as of Feb 27, 2024
no Form DUnknown
P•• E••••••• C•••••••• I•• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$27.2M
as of Feb 27, 2024
no Form DUnknown
P•• F•••••••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$11.8M
as of Feb 27, 2024
no Form DUnknown
P•• E••••••• C•••••••• I• L••
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$6,136
as of Feb 27, 2024
no Form DUnknown
P•• H•••• P••••••••• P••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$246M
as of Feb 27, 2024
no Form DMature
P•• P•••••• E••••• O••••••••• F••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$64.4M
as of Feb 27, 2024
no Form DHarvest
W•••••••• C••••••••• F••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$23.3M
as of Feb 27, 2024
no Form DHarvest
W•••••••• C••••••••• F••• I•• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$16.9M
as of Feb 27, 2024
no Form DHarvest
Team
19 current, 0 former
Partner (7)
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. May 26, 2026
  2. May 23, 2019
Across the graphs

P•••••••• E••••• P••••••• 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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