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P•••• L••• A•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NY
Buyout firm, based in New York, NY.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $78.2M
- PE fund assets
- $80.4M
- PE funds
- 7
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Latest Form D Sep 29, 2025
- Graphs 2
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2026-05-01
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)7 of 7 distinct vehicles are sworn P•••••• Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)5 of 5 distinct vehicles are sworn P•••••• Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Aug 8, 2014 to May 1, 2026
- RAUM
- $78.2Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $80.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $80.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $80.4Msum 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: 7 funds, $80.4M reported gross assets
- Employees
- 17
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• S••••• O••••••••• F••• L•• S••••• G• ADV: P•••••• Equity Fund | buyout or unlabelled | 2025 Form D first sale | $6.6M as of May 1, 2026 | $2.8M | Unknown | |
| P•••••• S••••• O••••••••• F••• L•• S••••• F• ADV: P•••••• Equity Fund | buyout or unlabelled | 2025 Form D first sale | $917,096 as of May 1, 2026 | $10.8M | Unknown | |
| P•••••• S••••• O••••••••• F••• L•• S••••• B• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $22.4M as of May 1, 2026 | $0 | Early deployment | |
| P•••••• S••••• O••••••••• F••• L•• S••••• E• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 Form D first sale | $5.7M as of May 1, 2026 | $2.2M | Early deployment | |
| P•••••• S••••• O••••••••• F••• L•• S••••• D• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 Form D first sale | $18.5M as of May 1, 2026 | $9.6M | Active deployment | |
| P•••••• S••••• O••••••••• F••• L•• S••••• a• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 Form D first sale | $26.2M as of May 1, 2026 | $13.5M | Harvest | |
| P•••••• S••••• O••••••••• F••• L•• S••••• C• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 Form D first sale | $7,646 as of May 1, 2026 | $2.9M | Harvest |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
12 current, 0 former
Managing partner (3)
- K•••• S•••• M••• · Managing Member · since Aug 1, 2021 Form ADV
- R•••••• A•••••••• H••• · Managing Member · since Aug 1, 2021 Form ADV
- T•••••• W•••••• R•••• · President · since Aug 1, 2021 Form ADV
Board or advisory (7)
- A•••••• A••• M••••• · Trustee - T•• C•••••••• T• M••••• 2••• T•••• · since Sep 1, 2021 Form ADV
- C•••••••• T••••• M••••• · Trustee - C•••••••• T M••••• L••••• R•••••••• Trust · since Sep 1, 2021 Form ADV
- C•••••••• L••• F•••••• · Trustee - F•••••• G•• T•••• · since Dec 1, 2012 Form ADV
- J••••••• S••••• · Trustee - T•• C•••••••• T• M••••• 2••• T•••• · since Sep 1, 2021 Form ADV
- S•••• D•••• D•••••• · Trustee - F•••••• G•• T•••• · since Dec 1, 2012 Form ADV
- T••• D•••••• · Trustee - T•• D•••••• G•• T•••• · since Dec 1, 2012 Form ADV
- V••••• J••••• F•••••• · Trustee - T•• D•••••• G•• T•••• · since Dec 1, 2012 Form ADV
Platform (2)
- A••••• P•••• N••••• · Chief Compliance Officer, General Counsel · since Aug 1, 2014 Form ADV
- V••••• J• F•••••• · Secretary · since Aug 1, 2021 Form ADV
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)
- S••••••••• F•••••••• C••••••••• 3 shared · strong · last Oct 12, 2023
- H•• F••• A••••••••• L•• 1 shared · one time · last Jun 20, 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
2 most recent
Across the graphs
P•••• L••• A•••••••• L•• 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: investments held, deals, last 12 months.