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S•••••••• V•••• P•••••••• L••

Hybrid managerClassification probableLower middle marketSEC registered investment adviser· Greenwich, CTs••••••••.com

••• Locked

Regulatory AUM
$26B
Form ADV
PE fund assets
$54.1M
Form ADV
PE funds
0
Form ADV
Investments held
6 of 6
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (109)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 basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 4 of 22 distinct vehicles; hedge, securitized or liquidity vehicles 18
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-11-13
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 4 of 22 distinct vehicles; hedge, securitized or liquidity vehicles 18
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 2, 2012 to Jun 8, 2026
RAUM
$26Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
$54.1Mreported gross assets (Form ADV), not fund size
All private fund GAV
$26Bevery private fund type, latest filing
2024 PE fund GAV
$54.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
18%
Fund type mix
filed 2024-11-13, latest gav Hedge Fund $21B, Private Equity Fund $54.1M, latest counts Hedge Fund 12, Private Equity Fund 2, lifetime distinct Hedge Fund 18, Private Equity Fund 4
Employees
198
Headquarters
Greenwich, CT
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
Europe
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
minority
Thesis
••• Locked
Observed from deals on record
roles
add on 1, minority 1, platform 4
period
to 2026-07-27, from 2025-05-02, undated holdings 1, dated observations 10
window
last 2026-07-27, first 2025-05-02
control
control 4, unknown 1, minority 1
companies
6
geography
count 1, share 0.167, value OH, count 1, share 0.167, value NJ, count 1, share 0.167, value PA
investments
6
seller kinds
transactions
5
cadence by year
2025 add ons 1, platforms 3, 2026 other deals 1
platform add on
add ons 1, platforms 4, add ons per platform 0.25
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.167, value tech enabled services, examples Red Oak Power
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.167, value data processing hosting, examples Red Oak Power

6 companies on the graph (5 transactions); most in tech enabled services (1); 4 platforms and 1 add-ons; observed 2025 to 2026

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••••• V•••• D••••••••• M••••• F•••• L•••
ADV: Hedge Fund
Special situations fund2020
first reported on Form ADV
$2.4B
as of Nov 13, 2024
no Form DMature
S•••••••• V•••• S•••••• S••••••••• M••••• F••• I•• L•••
ADV: Hedge Fund
Special situations fundunknown$504M
as of Nov 13, 2024
no Form DHarvest
S•••••••• V•••• S•••••• S••••••••• M••••• F•••• L•••
ADV: Hedge Fund
Special situations fundunknown$64.0M
as of Nov 13, 2024
no Form DHarvest
S•••••••• V•••• E••••••• O••••••••• •••• M••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$59.3M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• G••••• O••••••••• O••••••• F••• I••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$42.0M
as of Nov 13, 2024
no Form DHarvest
S•••••••• V•••• G••••• O••••••••• M••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$35.0M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• E••••••• O••••••••• M••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$33.1M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• G••••• O••••••••• ••••• M••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$22.7M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• E••••••• O••••••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$22.0M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• G••••• O••••••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$18.7M
as of Feb 27, 2013
no Form DEarly deployment
S•••••••• V•••• G••••• O••••••••• F••• I••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$12.1M
as of Nov 13, 2024
no Form DHarvest
S•••••••• V•••• G••••• O••••••••• M••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$2.6M
as of Nov 16, 2021
no Form DWound down
S•••••••• V•••• G••••• O••••••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$568,258
as of Nov 16, 2021
no Form DWound down
Team
109 current, 6 former
Partner (28)
Principal (7)
Operating partner (17)
Capital markets (1)
Investor relations (13)
Platform (18)
Other (21)
6 former (kept with end dates)
Portfolio
6 relationships, 4 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S•••• F•••• E•••••MinorityactiveJul 27, 2026
transaction announcement
2 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••••PlatformactiveSep 18, 2025
transaction announcement
1.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
R•• O•• P••••PlatformactiveJul 8, 2025
transaction announcement
1.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H••••• H••••
add-on to C••••••• P••••••• T••••
Add-onactiveMay 14, 2025
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B•••••••• P••••PlatformactiveMay 2, 2025
transaction announcement
1.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••• P••••••• T••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Jul 27, 2026Minority investmentS•••• F•••• E•••••Sponsor (confirmed)s••••••••.com
Sep 18, 2025Platform acquisitionA••••••••Sponsor (confirmed)s••••••••.com
Jul 8, 2025Platform acquisitionR•• O•• P••••Sponsor (confirmed)prnewswire.com
May 14, 2025Add-on acquisitionH••••• H••••Sponsor (confirmed)prnewswire.com
May 2, 2025Platform acquisitionB•••••••• P••••Sponsor (confirmed)prnewswire.com
Placement agents, lenders, advisers and co-investors
13 relationships
Placement agents (7)
  • D•••• S••••••••• L•• 6 shared · very strong · last Jan 1, 2012
  • T••••••••• L•• 6 shared · very strong · last Jan 1, 2012
  • N••••••• A••••••• •••••••• o• d• P••••••• • C••• I•••• 6 shared · very strong · last Jan 1, 2012
  • U•• F•••••••• S••••••• I••• 1 shared · one time · last Jan 1, 2021
  • I••• •••• P••••••• P•• L•••••• 1 shared · one time · last Jan 1, 2012
  • U•• S••••••••• A• 1 shared · one time · last Jan 1, 2021
  • S•••••••• I••••••••• K• 1 shared · one time · last Jan 1, 2012
Financial advisers (5)
  • H••••••••• • S•••••••• L•• 1 shared · one time · last Sep 18, 2025
  • D•••• P••• • W••••••• L•• 1 shared · one time · last Sep 18, 2025
  • L••••• • W•••••• L•• 1 shared · one time · last Sep 18, 2025
  • P••• H•••••••• L•• 1 shared · one time · last Sep 18, 2025
  • O••••• 1 shared · one time · last Sep 18, 2025
Legal advisers (1)
  • C••••• G••••••• S•••• • H••••••• L•• 1 shared · one time · last May 14, 2025
LP commitments
1 disclosed
  • N•• J••••• D••••••• o• I••••••••• $125M nj.gov
Events
42 most recent
  1. Sep 17, 2026
  2. Sep 17, 2026
  3. Sep 17, 2026
  4. Sep 17, 2026
  5. Sep 17, 2026
  6. Sep 17, 2026
  7. Sep 17, 2026
  8. Sep 17, 2026
  9. Sep 17, 2026
  10. Sep 17, 2026
  11. Sep 17, 2026
  12. Sep 17, 2026
  13. Sep 17, 2026
  14. Sep 17, 2026
  15. Sep 17, 2026
  16. Sep 17, 2026
  17. Sep 17, 2026
  18. Sep 17, 2026
  19. Sep 17, 2026
  20. Sep 17, 2026
  21. Sep 17, 2026
  22. Sep 17, 2026
  23. Sep 17, 2026
  24. Sep 17, 2026
  25. Sep 17, 2026
  26. Sep 17, 2026
  27. Sep 17, 2026
  28. Sep 17, 2026
  29. Sep 17, 2026
  30. Sep 17, 2026
  31. Sep 17, 2026
  32. Sep 17, 2026
  33. Sep 17, 2026
  34. Sep 17, 2026
  35. Sep 17, 2026
  36. Jul 27, 2026
  37. Jun 8, 2026
  38. May 31, 2026
    ••• Locked
    Lp commitment disclosedFactN•• J••••• D••••••• o• I•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  39. Sep 18, 2025
  40. Jul 8, 2025
  41. May 2, 2025
  42. Apr 2, 2012
Across the graphs

S•••••••• V•••• P•••••••• L•• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA and Wealth1Allocators1

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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