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C••••••• P•••••••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Overland Park, KS

••• Locked

Regulatory AUM
$296B
Form ADV
PE fund assets
$197M
Form ADV
PE funds
5
Form ADV
Investments held
9 of 29
DFX transaction tape
Find similar buyersFunds and vehicles
More
Team (10)Transactions
As of · identity and classification; each section below carries its own date

What matters now

  1. Form D
    new offering

    Filed a Form D on 3 Jun 2026, the first public sign that a vehicle is taking commitments.

    A vehicle in market is when LPs and placement agents can still get in.

    FactSEC Form DFor LPs, placement agentsFund families →
  2. 1 deal
    180 days

    1 deal since 15 Sep 2026: bought R••• I••• (add-on, 15 Sep).

    W••• it is buying now is the best guide to what it will buy next.

    Factannounced deals, press releasesFor S•••-side bankers, founders, lendersAll deals →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
2 of 3 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%)
    2 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $296B · 5 PE funds · filed Jul 10, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Feb 15, 2012 to Jul 10, 2026
RAUM
$296Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$197Mreported gross assets (Form ADV), not fund size
All private fund GAV
$197Mevery private fund type, latest filing
2024 PE fund GAV
$184Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 5 funds, $197M reported gross assets
Form ADV filed Jul 10, 2026
Employees
1,319
Headquarters
Overland Park, KS
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 29 observed dealsShow
Stated by the firm
Sectors
Education
Geography
United States
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
On record
29 companies, 29 holdings
Most deals
Financial services (1 of 29, e.g. Investment and Portfolio Management Services)
Subsectors
Financial services (1 of 29)
Deal roles
29 with role not stated
Control
29 not stated

29 companies on the graph (0 transactions); most in financial services (1); no dated observations

Funds
3 families, 3 vehicles on record, 3 more on the reporting tape
View all 3 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••• P•••••• E••••• C••• I••• L•••Buyout fund2025
Form D first sale
unknownno reporting$102MFundraising
C••• P•••••• E••••• C••• I•• L•••
ADV: Private Equity Fund
Fund of funds2023
Form D first sale
$62.3M
as of Jul 10, 2026
$55.0MActive deployment
C••• P•••••• E••••• C••• I• L•••
ADV: Private Equity Fund
Fund of funds2022
Form D first sale
$122M
as of Jul 10, 2026
$332MActive deployment
Gross assets by year from the annual reporting tape3 more funds, not yet on the fund tableShow

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
L•••• H••• L••Private Equity Fund2021 to 2026
$11.2M
filed Jul 10, 2026
reports.adviserinfo.sec.gov
L•••• P• F••• I• L••Private Equity Fund2021 to 2026
$1.7M
filed Jul 10, 2026
reports.adviserinfo.sec.gov
L•••• B••• C•••• L••Private Equity Fund2021 to 2026
$224,020
filed Jul 10, 2026
reports.adviserinfo.sec.gov
Team
10 current, 7 former
Full team · 10 peoplegrouped by role, with sources
Managing partner (1)
Partner (2)
Vice president (1)
Board or advisory (1)
Platform (5)
7 former (kept with end dates)
Deals
30 on record, newest first · 0 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Sep 15, 2026R••• I•••Add-on acquisitionPlatform (confirmed)not in the portfolio readunknownc•••••••••.com
date unknownL•••• G•• t• K••• Y••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••••• P••••••• t• P••••••• Y••• W••••• a•• V•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••• S••••••••• f•• A•• L••••• o• W•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••• W••• O•• B••••••• E••• P••••••• A•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
All 30 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Sep 15, 2026R••• I•••Add-on acquisitionPlatform (confirmed)not in the portfolio readunknownc•••••••••.com
date unknownL•••• G•• t• K••• Y••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••••• P••••••• t• P••••••• Y••• W••••• a•• V•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••• S••••••••• f•• A•• L••••• o• W•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••• W••• O•• B••••••• E••• P••••••• A•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH•• M•• W• R•••• Y•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW••• I• L••••• P••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••••• I•••••••• I•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••• t• B• a• F••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••• S•••••• F••• E••• P••••••• A•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR•••• t• G•• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••• i• y••• p•••••• r•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF••••••••• A•••• Q•••••••• A•••• I••••••••• M•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••••••• E••• P••••••• F•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownK•• C••••••••• o• a• C••••••••• L••••• P•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••• M••• T••• J••• F••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•••••••• E••• P••••••• f•• B••••••• O••••• a•• F•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO•• A••••••• t• L••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW••• i• t•• A••••••••• A••••• o• Y••• I••••••••• A••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownN•• S••• I• Y••••• R•••• t• S••• Y••• B••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO•• A••••••• t• P•••••••• M•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••••••• I••••••••• M••••••••• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••• E••• P••••••• P••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••• a•• R•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•• I••••••••• o• E••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownK•• C••••••••• i• B••••••• E••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••••• I••••••• i• L••••• P••••••• S•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••• a•• P•••••••• M••••••••• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO•• i••••••••• p•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 LPs, 0 disclosed commitments
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
3 not already shown above, of 4 most recent
  1. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Feb 15, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Full timeline · 4 eventsnewest first, including the LP commitments and deals above
  1. Sep 15, 2026
    ••• Locked
    Add-on acquiredFactR••• I•••Press release
  2. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Feb 15, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

C••••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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.

Checking your plan…

Not yet on record: deals, last 12 months.