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 / C•••••••• M••••••••• L••

C•••••••• M••••••••• L••

Buyout firmLower middle marketNew York, NYc••••••••.vcSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 19 of 33 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: $0.37bn Private Equity Fund GAV on the Form ADV filed 2024-11-08
Strategies
PRIVATE CREDIT, SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 19 of 33 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
Nov 20, 2018 to Nov 8, 2024
RAUM
$1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$370Mreported gross assets (Form ADV), not fund size
All private fund GAV
$876Mevery private fund type, latest filing
2024 PE fund GAV
$370Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
58%
Fund type mix
filed 2024-11-08, latest gav Hedge Fund $507M, Private Equity Fund $370M, latest counts Hedge Fund 4, Private Equity Fund 7, lifetime distinct Hedge Fund 14, Private Equity Fund 19
Employees
26
Headquarters
New York, NY
Office address
437 MADISON AVENUE, SUITE 2001, New York, NY, 10022
Business phone
212-812-0210
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
19 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C• H••••• C•••••• S•••••••• L•
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$73.9M
as of Nov 8, 2024
no Form DUnknown
C• H••••• C•••••• S•••••••• a• L•
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$53.0M
as of Nov 8, 2024
no Form DUnknown
C• H•• R•••• F••••• L•
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$40.8M
as of Nov 8, 2024
no Form DUnknown
N•• O••••••• F••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$12.3M
as of Nov 8, 2024
no Form DUnknown
C• N•• P• F••• L••
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$12.2M
as of Nov 8, 2024
no Form DUnknown
C•••••••• • V•••••• C••••• O••••••••• F•••• L•
ADV: Private Equity Fund
Credit fund2021
first reported on Form ADV
$80.7M
as of Nov 8, 2024
no Form DUnknown
C•••••••• S•••••••• P••••••• F••• P••••••••• L••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$3.6M
as of Aug 25, 2022
no Form DWound down
C•••••••• N•• C••••• O••••••••• F••• L••
ADV: Private Equity Fund
Credit fund2020
first reported on Form ADV
$96.6M
as of Nov 8, 2024
no Form DHarvest
C•••••••• V• C••••• O••••••••• F••• L••
ADV: Private Equity Fund
Credit fund2020
first reported on Form ADV
$869,932
as of Aug 25, 2022
no Form DWound down
C•••••••• S•••••••• P••••••• F••• U••• L••
ADV: Private Equity Fund
Fund of fundsunknown$14.7M
as of Aug 25, 2022
no Form DWound down
C•••••••• P••••••••• S•••••• A••••• F•••• L••
ADV: Hedge Fund
buyout or unlabelledunknown$14.1M
as of Dec 4, 2023
no Form DWound down
C•••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$6.3M
as of Nov 20, 2018
no Form DWound down
C•••••••• I• P• S•• 1• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$4.7M
as of Nov 20, 2018
no Form DWound down
C•••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.4M
as of Nov 20, 2018
no Form DWound down
C•••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.8M
as of Nov 20, 2018
no Form DWound down
C• N•• F••• I• L••
ADV: Private Equity Fund
Continuation vehicleunknown$1.5M
as of Aug 25, 2022
no Form DWound down
S•••••• O••••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$315,000
as of Aug 25, 2022
no Form DWound down
P••••••••• S••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$291,000
as of Nov 20, 2018
no Form DWound down
C•••••••• • C• C••••• O••••••••• F••• L•
ADV: Private Equity Fund
Credit fundunknown$0
as of Dec 4, 2023
no Form DWound down
Team
5 current, 3 former
Managing partner (1)
Board or advisory (1)
3 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
5 relationships
Placement agents (5)
  • O•• C••• S••••••••• L•• 4 shared · strong · last Jan 1, 2020
  • S•••••• S••••••••• L•• 3 shared · strong · last Jan 1, 2024
  • B•• C•••• P•••••••• L•• 2 shared · recurring · last Jan 1, 2024
  • B•••• L•• 2 shared · recurring · last Jan 1, 2018
  • P•• P••••••• L• 1 shared · one time · last Jan 1, 2021
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
    T••••••• Capital Management LLC: Private Equity Funds on Form ADV 7 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Nov 20, 2018
    C•••••••• M••••••••• L•• 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

C•••••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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