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 / F•• R•••• A•••••••• L••

F•• R•••• A•••••••• L••

Buyout firmLower middle marketGeneva, ILf•••••.comSEC exempt reporting adviser

 

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 8 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Mar 9, 2012 to Mar 29, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$19.1Mreported gross assets (Form ADV), not fund size
All private fund GAV
$20.8Mevery private fund type, latest filing
2024 PE fund GAV
$19.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
89%
Fund type mix
filed 2024-03-29, latest gav Other Private Fund $1.7M, Private Equity Fund $19.1M, latest counts Other Private Fund 1, Private Equity Fund 5, lifetime distinct Other Private Fund 1, Private Equity Fund 8
Employees
unknown
Headquarters
Geneva, IL
Office address
2100 ENTERPRISE AVE., SUITE A, Geneva, IL, 60134
Business phone
331-472-3246
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
Sectors
real estate, environmental services
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
$1.0M to $25.0M
Control
not stated or not yet read
Thesis
We target equity investments between $1-25 million on a per deal basis and platform strategies up to $50 million in equity.
Observed from deals on record
roles
unknown 9
period
to unknown, from unknown, undated holdings 9, dated observations 0
window
last unknown, first unknown
control
unknown 9
companies
9
geography
investments
9
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

9 companies on the graph (0 transactions); no dated observations

Funds
9 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F••• • M••••••••• H••••••• L••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$2.9M
as of Mar 29, 2024
no Form DUnknown
F••• • P•••••• L••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$4.0M
as of Mar 25, 2021
no Form DWound down
F••• • G•• C•••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$2.9M
as of Mar 29, 2024
no Form DActive deployment
F••• I• • G•• C•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$8.0M
as of Mar 29, 2024
no Form DUnknown
F••• V• L•••••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$3.8M
as of Mar 9, 2018
no Form DWound down
F••• I•• • S•••••• A••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$162,033
as of Mar 9, 2018
no Form DWound down
F••• I• • L••• C••••••••• P••••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$18,584
as of Mar 29, 2024
no Form DHarvest
A••••• D•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$5.2M
as of Mar 29, 2024
no Form DHarvest
S•••••• P•••••••• L•
ADV: Other Private Fund
Fund of fundsunknown$1.7M
as of Mar 29, 2024
no Form DHarvest
Team
5 current, 5 former
5 former (kept with end dates)
Portfolio
9 relationships, 0 platforms, 0 add-ons
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)
  • B••••• B••••• • C••••••• L••••• 1 shared · one time · last Jan 1, 2015
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. Sep 1, 2026
    Adviser CRD 159794 is not on the SEC registered or exempt adviser roster of 2026-09-01
  2. Mar 9, 2012
    F•• R•••• A•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs

F•• R•••• A•••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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