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C•••••••• C••••• M•••••••••

Private credit managerClassification probableLower middle marketSEC registered investment adviser· Boston, MAc••••••••.com

••• Locked

Regulatory AUM
$603M
Form ADV
PE fund assets
$322M
Form ADV
PE funds
1
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 basisPrivate credit manager · 2 in historyShow
Class
Private credit managerprobable, confidence 70%
Basis
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band
Lower middle marketdefined by: proxy: $0.32bn Private Equity Fund GAV on the Form ADV filed 2024-09-05
Strategies
PRIVATE CREDIT
Classification history (2)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-2)
    R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
  2. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 13, 2021 to Mar 31, 2026
RAUM
$603Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$322Mreported gross assets (Form ADV), not fund size
All private fund GAV
$583Mevery private fund type, latest filing
2024 PE fund GAV
$322Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
50%
Fund type mix
filed 2024-09-05, latest gav Hedge Fund $121M, Private Equity Fund $322M, latest counts Hedge Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 1, Private Equity Fund 1
Employees
13
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
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
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••••• P•••••••• A•• F•••• L•
ADV: Hedge Fund
buyout or unlabelled2023
first reported on Form ADV
$121M
as of Sep 5, 2024
no Form DEarly deployment
C•••••••• A•••• B•••• L••• F••• I•• L•
ADV: Private Equity Fund
Credit fundunknown$322M
as of Sep 5, 2024
no Form DActive deployment
Team
19 current, 1 former
Principal (5)
Investor relations (1)
Platform (7)
1 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
2 relationships
Placement agents (2)
  • A•••••• F••••••••• L•• 2 shared · recurring · last Jan 1, 2023
  • M•••••• • N••••• I••••••• S•••••••• I••• 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
5 most recent
  1. Sep 17, 2026
  2. Oct 9, 2025
  3. Jan 31, 2025
  4. Oct 21, 2022
  5. Sep 13, 2021
Across the graphs

C•••••••• C••••• M••••••••• 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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