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 / L• F••••

L• F••••

Buyout firmMiddle marketPhiladelphia, PAl••••••.comSEC registered investment adviser

Tailored, unlevered private credit and warehouse solutions designed to deliver durable current income with structural protections and controlled downside risk.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 34 of 39 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.03bn Private Equity Fund GAV on the Form ADV filed 2024-10-25
Strategies
INFRASTRUCTURE, SPECIAL SITUATIONS
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 34 of 39 distinct vehicles are sworn P•••••• Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Oct 25, 2024
RAUM
$2.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
13
PE fund GAV, latest filing
$1.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.3Bevery private fund type, latest filing
2024 PE fund GAV
$1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
87%
Fund type mix
filed 2024-10-25, latest gav Hedge Fund $15.0M, Other Private Fund $1.3B, Private Equity Fund $1.0B, latest counts Hedge Fund 1, Other Private Fund 3, Private Equity Fund 13, lifetime distinct Hedge Fund 1, Other Private Fund 4, Private Equity Fund 34
Employees
27
Headquarters
Philadelphia, PA
Office address
2400 MARKET STREET, SUITE 302, Philadelphia, PA, 19103
Business phone
267-298-5493
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
38 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
U•••• C•••••• E••••• T••••••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Infrastructure fund2024
first reported on Form ADV
$39.4M
as of Oct 25, 2024
no Form DUnknown
L• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$39.4M
as of Oct 25, 2024
no Form DUnknown
L• S•••••••• O••••••••• F•••• L••• R•••• F•••••••• S•••••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$13.0M
as of Oct 25, 2024
no Form DUnknown
L• S•••••••• O••••••••• F•••• L••• L• O••••••••• A•• 2••• C••••
ADV: P•••••• Equity Fund
Special situations fund2022
year in the fund name
$256M
as of Oct 25, 2024
no Form DEarly deployment
L• C•••••• P••••••• I••• L•••
ADV: P•••••• Equity Fund
Buyout fund2022
first reported on Form ADV
$167M
as of Oct 25, 2024
no Form DUnknown
L• S•••••••• O••••••••• F•••• L••• I••••••••• R••• A•• P•••••••• 2••• C••••
ADV: P•••••• Equity Fund
Feeder or parallel2021
year in the fund name
$42.1M
as of Oct 25, 2024
no Form DActive deployment
L• S•••••••• O••••••••• F•••• L••• L••• I• F•••••••• C••••
ADV: P•••••• Equity Fund
Fund of funds2021
first reported on Form ADV
$5.0M
as of Oct 25, 2024
no Form DActive deployment
U•••• C•••••• R•• I• F•••••••• F•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$67,025
as of Oct 25, 2024
no Form DUnknown
L••• I• C•••••••• •••••••• F•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$5.1M
as of Oct 25, 2024
no Form DHarvest
L• S•••••••• O••••••••• F•••• L••• L• O••••••••• A•• 2••••• C••••
ADV: P•••••• Equity Fund
Special situations fund2020
year in the fund name
$0
as of Mar 31, 2022
no Form DWound down
U•••• C•••••• S••••••••• I••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$128M
as of Oct 25, 2024
no Form DSuccessor fundraising
L• C•••••• P••••••• I• P•••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2019
first reported on Form ADV
$111M
as of Oct 25, 2024
no Form DMature
L• P•••••• L•••••• F••• I•• L•••
ADV: Other P•••••• Fund
Credit fund2018
first reported on Form ADV
$154M
as of Oct 25, 2024
no Form DSuccessor fundraising
L• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2018
first reported on Form ADV
$137M
as of Oct 25, 2024
no Form DSuccessor fundraising
L• P•••••• L•••••• F•••• L•••
ADV: Other P•••••• Fund
Credit fund2017
first reported on Form ADV
$291M
as of Oct 25, 2024
no Form DHarvest
L• C•••••• P••••••• I• L•••
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$85.3M
as of Oct 25, 2024
no Form DUnknown
U•••• C•••••• R•• I• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2016
year in the fund name
$469,765
as of Mar 31, 2022
no Form DWound down
L• M••••••• F••• I•• L•••
ADV: Other P•••••• Fund
SPV2015
first reported on Form ADV
$41.0M
as of Mar 29, 2018
no Form DWound down
L• O••••••••• M••••••• F•••• L••• 2••• S•••••
ADV: P•••••• Equity Fund
Special situations fund2014
year in the fund name
$4.8M
as of Mar 29, 2018
no Form DWound down
L• M••••••• F•••• L•••
ADV: Other P•••••• Fund
SPV2013
first reported on Form ADV
$826M
as of Oct 25, 2024
no Form DMature
P••••• C•••••• M••••••• F•••••••• • S••••• M•
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$2.4M
as of Oct 10, 2019
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$1.6M
as of Jun 21, 2021
no Form DWound down
I•••••••• G••••• E••••• •• F•••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$1.1M
as of Jun 21, 2021
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• I•••
ADV: P•••••• Equity Fund
Feeder or parallel2013
first reported on Form ADV
$456,411
as of Mar 31, 2017
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• I•••
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$360,957
as of Mar 31, 2017
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• B•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$3.9M
as of Oct 10, 2019
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• I•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$2.8M
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• J•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.8M
as of Jun 21, 2021
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• K•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.6M
as of Jun 21, 2021
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• F•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$316,663
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• H•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$290,623
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• a•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$282,903
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• D•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$121,519
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• C•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$119,496
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• E•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$117,670
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• G•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$113,645
as of Mar 29, 2018
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• I•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$108,083
as of Mar 31, 2015
no Form DWound down
P••••• C•••••• M••••••• F•••• L••• • S••••• I•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$83,705
as of Mar 31, 2015
no Form DWound down
Team
29 current, 3 former
Partner (9)
Principal (1)
Associate (1)
Platform (11)
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
4 relationships
Placement agents (4)
  • I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2024
  • S•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
  • T•••••• B•••• S•••••••• P••••••• 1 shared · one time · last Jan 1, 2019
  • J•••• M•••••• 1 shared · one time · last Jan 1, 2024
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. Feb 14, 2012
    L• F•••• 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

L• F•••• 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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