The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

M••••• C•••••• P••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYm•••••.com

••• Locked

Regulatory AUM
$220M
Form ADV
PE fund assets
$226M
Form ADV
PE funds
9
Form ADV
Investments held
1 of 3
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (33)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 basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 25, 2024
RAUM
$220Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$226Mreported gross assets (Form ADV), not fund size
All private fund GAV
$226Mevery private fund type, latest filing
2024 PE fund GAV
$226Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-25, latest gav Private Equity Fund $226M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 19
Employees
0
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
3 observed deals
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
minority
Thesis
••• Locked
Observed from deals on record
roles
unknown 2, platform 1
period
to 2013-11-21, from 2013-11-21, undated holdings 2, dated observations 2
window
last 2013-11-21, first 2013-11-21
control
control 1, unknown 2
companies
3
geography
count 1, share 0.333, value FL
investments
3
seller kinds
transactions
1
cadence by year
2013 platforms 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.333, value healthcare it, examples OmniSYS
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.333, value healthcare it, examples OmniSYS

3 companies on the graph (1 transactions); most in healthcare it (1); 1 platforms and 0 add-ons; observed 2013 to 2013

Funds
19 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•• O••••••••• F••• A•• I••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$31.0M
as of Mar 25, 2024
no Form DUnknown
M•• O••••••••• F••• A•• H••••••• I••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$6.5M
as of Mar 25, 2024
no Form DUnknown
M••••• C•••••• P••••••• O••••••••• F••• I••• L•
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$9.3M
as of Mar 25, 2024
no Form DHarvest
M••••• C•••••• P••••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
Buyout fund2013
first reported on Form ADV
$6.7M
as of Mar 25, 2024
no Form DUnknown
M•• I• ••••••••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$716,044
as of Mar 25, 2024
no Form DUnknown
M•• I• ••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$115,644
as of Mar 25, 2024
no Form DHarvest
M•• I• ••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$0
as of Mar 24, 2020
no Form DWound down
M••••• C•••••• P••••••• O••••••••• F••• I• L•
ADV: Private Equity Fund
Buyout fundunknown$148M
as of Mar 25, 2024
no Form DHarvest
M•• I• ••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$78.6M
as of Mar 28, 2014
no Form DWound down
M•• C•••••••• ••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$12.7M
as of Mar 25, 2024
no Form DUnknown
M••••• C•••••• P••••••• O••••••••• F••• I••• L•
ADV: Private Equity Fund
Buyout fundunknown$11.0M
as of Mar 25, 2024
no Form DHarvest
M•• I• •••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.6M
as of Mar 27, 2015
no Form DWound down
M•• I• ••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.3M
as of Mar 31, 2017
no Form DWound down
M•• I• ••••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$895,268
as of Mar 27, 2015
no Form DWound down
M•• I• •••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$764,249
as of Mar 31, 2017
no Form DWound down
M•• I• •••••••• H•••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$559,355
as of Mar 30, 2016
no Form DWound down
M•• I• ••••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$384,565
as of Mar 30, 2016
no Form DWound down
M••••• C•••••••• ••••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$270,926
as of Mar 30, 2016
no Form DWound down
M••••• C•••••••• ••••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$90,161
as of Mar 28, 2014
no Form DWound down
Team
33 current, 4 former
Principal (6)
Other (23)
4 former (kept with end dates)
Portfolio
3 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
O••••••PlatformactiveNov 21, 2013
transaction announcement
12.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••••••••• A••••••• S•••••••• I•••Role unknownexited
exited Sep 3, 2016
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•• T••••••••• L•••Role unknownexited
exited Jan 17, 2017
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Jan 17, 2017Exit to a strategic buyerM•• T••••••••• L•••Seller (confirmed)nexphase.com
Dec 13, 2016Exit to a strategic buyerM•• T••••••••• L•••Seller (confirmed)nexphase.com
Sep 3, 2016Exit to a strategic buyerF••••••••• A••••••• S•••••••• I•••Seller (confirmed)nexphase.com
Dec 10, 2014Exit to a strategic buyerI•••••••• T••••••••• C•••••••••Strategic acquirer (confirmed)nexphase.com
Nov 21, 2013Platform acquisitionO••••••Sponsor (confirmed)nexphase.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • F•••• C•••••• S••••••••• L•• 15 shared · very strong · last Jan 1, 2015
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
10 most recent
  1. Sep 9, 2026
    M••••• Appoints G••• Guest as a Managing Director in its Private Capital Advisory Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 24, 2026
    M••••• Appoints Russell Mason as a Managing Director in its Capital Structure Advisory Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 15, 2026
    M••••• Hires Justin Polselli as a Managing Director in Capital M•••ets
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jun 15, 2026
    M••••• Appoints J•••• McEwan as a Managing Director in Mergers & Acquisitions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jun 11, 2026
    M••••• C•••••• P••••••• L••: Private Equity Funds on Form ADV 9 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Jan 17, 2017
    M••••• C•••••• P••••••• Completes Sale of M•• T•••••••••
    ExitFactM•• T••••••••• L•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  7. Dec 13, 2016
    M••••• C•••••• P••••••• Announces the Sale of M•• T•••••••••
    ExitFactM•• T••••••••• L•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  8. Sep 3, 2016
    M••••• C•••••• P••••••• Announces the Sale of F••••••••• A••••••• S•••••••
    ExitFactF••••••••• A••••••• S•••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  9. Nov 21, 2013
    M••••• C•••••• P••••••• Acquires O••••••
    Platform investmentFactO••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  10. Mar 30, 2012
    M••••• C•••••• P••••••• L•• 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

M••••• C•••••• P••••••• 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…