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L••• P•••• C••••••• I••

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

••• Locked

Regulatory AUM
$214M
Form ADV
PE fund assets
$231M
Form ADV
PE funds
7
Form ADV
Investments held
36 of 38
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (38)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: 16 of 16 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 2024-03-21
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 16 of 16 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
Oct 12, 2012 to Mar 30, 2026
RAUM
$214Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$231Mreported gross assets (Form ADV), not fund size
All private fund GAV
$214Mevery private fund type, latest filing
2024 PE fund GAV
$231Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-21, latest gav Private Equity Fund $231M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 16
Employees
6
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
Sectors
technology, business services, manufacturing, distribution
Geography
Canada
Revenue
not stated or not yet read
EBITDA
from $5.0M
Enterprise value
not stated or not yet read
Equity check
$10.0M to $50.0M
Control
majority
Thesis
••• Locked
Observed from deals on record
roles
add on 6, unknown 21, platform 11
period
to 2026-04-28, from 2006-02-23, undated holdings 16, dated observations 43
window
last 2026-04-28, first 2006-02-23
control
control 13, unknown 25
companies
35
geography
count 2, share 0.057, value IN, count 2, share 0.057, value NY, count 1, share 0.029, value OR, count 1, share 0.029, value NC, count 1, share 0.029, value CA
investments
38
seller kinds
transactions
21
cadence by year
2006 add ons 2, 2007 add ons 1, 2009 platforms 2, 2011 add ons 1, other deals 4, 2012 platforms 1, 2013 platforms 2, 2015 add ons 1, 2016 platforms 1, 2018 other deals 1, 2021 platforms 1, other deals 1, 2022 other deals 1, 2024 other deals 1, 2026 add ons 1
platform add on
add ons 6, platforms 11, add ons per platform 0.55
sector known for
7
disclosed value usd
n 0
sector distribution
count 3, share 0.086, value business services, examples Lotus Water, Cumming Group, Woolpert, count 2, share 0.057, value industrial manufacturing, examples Precision Products Group, Inc., Aardvark Straws, count 1, share 0.029, value transportation logistics, examples St. George Warehouse, count 1, share 0.029, value tech enabled services, examples CentriLogic
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.057, value management consulting, examples Cumming Group, Woolpert, count 1, share 0.029, value engineering services, examples Lotus Water, count 1, share 0.029, value fabricated metal products, examples Precision Products Group, Inc., count 1, share 0.029, value warehousing, examples St. George Warehouse, count 1, share 0.029, value it services msp, examples CentriLogic, count 1, share 0.029, value miscellaneous manufacturing, examples Aardvark Straws

35 companies on the graph (21 transactions); most in business services (3); 11 platforms and 6 add-ons; observed 2006 to 2026

n 7, kind geography, period to 2026-04-28, from 2006-02-23, undated holdings 16, dated observations 43, stated Canada, observed share outside 1, observed outside stated CA 1, IN 2, NC 1, NY 2, OR 1
Funds
16 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• G•••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$19.4M
as of Mar 21, 2024
no Form DEarly deployment
M•• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$34.0M
as of Mar 21, 2024
no Form DEarly deployment
L••• P•••• C•••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$19.4M
as of Mar 21, 2024
no Form DUnknown
L••• P•••• C•••••• I•• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$32.5M
as of Sep 1, 2022
no Form DWound down
C••••••••• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$31.0M
as of Mar 21, 2024
no Form DMature
C•••••••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$1.2M
as of Sep 1, 2022
no Form DWound down
W••••••• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$137,500
as of Mar 21, 2024
no Form DHarvest
P•• I••••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$17.0M
as of Mar 27, 2020
no Form DWound down
C•••••••• F••••• C••••••••• L••
ADV: Private Equity Fund
Fund of funds2016
first reported on Form ADV
$21.8M
as of Apr 12, 2019
no Form DUnknown
L••• P•••• C•••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$102M
as of Mar 21, 2024
no Form DSuccessor fundraising
L••• P•••• C•••••• C••••••••• F••• I••• L•••
ADV: Private Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$24.5M
as of Mar 21, 2024
no Form DMature
T•• S••••• G•••• H•••••••• I•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$67.1M
as of Mar 30, 2015
no Form DUnknown
P•• H•••••••• I•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$37.6M
as of Mar 30, 2017
no Form DWound down
S•• G••••• W•••••••• G•••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$35.9M
as of Mar 30, 2016
no Form DUnknown
L••• P•••• C•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.0M
as of Jul 29, 2016
no Form DWound down
L••• P•••• C•••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$170,746
as of Oct 22, 2015
no Form DWound down
Team
38 current, 3 former
Vice president (2)
Operating partner (23)
Business development (1)
Platform (1)
3 former (kept with end dates)
Portfolio
38 relationships, 11 platforms, 6 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
L•••• W••••
add-on to B•• E••••••••
Add-onactiveApr 28, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B•• E••••••••PlatformactiveSep 10, 2024
transaction announcement
2.0 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• C••••••••• L••••••Role unknownactiveNov 8, 2022
transaction announcement
3.9 yearsI•• S•••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••Role unknownactiveSep 29, 2021
transaction announcement
5.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
W•••••••PlatformactiveApr 9, 2021
transaction announcement
5.5 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••••Role unknownactiveJul 25, 2018
transaction announcement
8.2 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••• G••••Role unknownactiveNov 14, 2016
transaction announcement
9.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• G••••PlatformactiveNov 14, 2016
transaction announcement
9.9 yearsG•••• B••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••• T••• C••••
add-on to P•••••••• P••••••• G••••• I•••
Add-onactiveMar 30, 2015
transaction announcement
11.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•• G••••• W••••••••PlatformactiveJul 15, 2013
transaction announcement
13.2 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P•••••••• P••••••• G••••• I•••PlatformactiveJun 15, 2013
transaction announcement
13.3 yearsE••• V•• S•••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O••••••••• C••••••••PlatformactiveJan 26, 2012
transaction announcement
14.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••••• I••••••••• E••••••••• I•••
add-on to C•• C•••••••••
Add-onactiveNov 14, 2011
transaction announcement
14.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••• • C•••••• a•• H••• C••••••Role unknownactiveSep 26, 2011
transaction announcement
15.0 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••• • C•••••• a•• H••• C••••••Role unknownactiveSep 26, 2011
transaction announcement
15.0 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••Role unknownactiveAug 10, 2011
transaction announcement
15.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••Role unknownactiveAug 10, 2011
transaction announcement
15.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••PlatformactiveFeb 18, 2009
transaction announcement
17.6 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••PlatformactiveFeb 18, 2009
transaction announcement
17.6 yearsI•• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B••••••
add-on to S••••• S••••• C•••••••••
Add-onactiveOct 17, 2007
transaction announcement
18.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••••• C•••••••••
add-on to L••
Add-onactiveFeb 23, 2006
transaction announcement
20.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••••• C•••••••••
add-on to L••
Add-onactiveFeb 23, 2006
transaction announcement
20.6 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• S•••••Role unknownexited
exited Sep 4, 2018
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••• A••••••• a•• G••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••• T•••••••Role unknownexited
exited Jun 6, 2005
unknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••• P••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••• O••••••• D••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•• C•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E•• A••••••••• • D•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•• E••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O•••••• S••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••• S••••• C•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••• M••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•• G••••• L••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••• T•••••• M••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•• S••••• G••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••••• R••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
26 on record
DateTypeTargetThis firm’s roleSource
Sep 3, 2026Type not statedL••• P•••• C••••••• I••Target (confirmed)lvcpartners.com
Apr 28, 2026Add-on acquisitionL•••• W••••Sponsor (confirmed)l•••••••••.com
Sep 10, 2024Type not statedB•• E••••••••Sponsor (confirmed)l•••••••••.com
Apr 2, 2024Add-on acquisitionD••••••• A•••••••••Platform (confirmed)l•••••••••.com
Nov 8, 2022Type not statedA••••••• C••••••••• L••••••Sponsor (confirmed)l•••••••••.com
Sep 29, 2021Type not statedM••Sponsor (confirmed)l•••••••••.com
Apr 9, 2021Platform acquisitionW•••••••Sponsor (confirmed)l•••••••••.com
Sep 4, 2018Exit to a strategic buyerA••••••• S•••••Seller (confirmed)l•••••••••.com
Jul 25, 2018Type not statedC•••••••••Sponsor (confirmed)l•••••••••.com
Nov 14, 2016Platform acquisitionC•••••• G••••Sponsor (confirmed)l•••••••••.com
Mar 30, 2015Add-on acquisitionP••••• T••• C••••Sponsor (confirmed)l•••••••••.com
Jul 15, 2013Platform acquisitionS•• G••••• W••••••••Sponsor (confirmed)l•••••••••.com
Jun 15, 2013Platform acquisitionP•••••••• P••••••• G••••• I•••Sponsorgreyrockcapitalgroup.com
Jan 26, 2012Platform acquisitionO••••••••• C••••••••Sponsor (confirmed)l•••••••••.com
Nov 14, 2011Add-on acquisitionG•••••• I••••••••• E••••••••• I•••Sponsor (confirmed)l•••••••••.com
Sep 26, 2011Type not statedM••••• • C•••••• a•• H••• C••••••Sponsor (confirmed)l•••••••••.com
Sep 26, 2011Type not statedM••••• • C•••••• a•• H••• C••••••Sponsor (confirmed)l•••••••••.com
Aug 10, 2011Type not statedE••Sponsor (confirmed)l•••••••••.com
Aug 10, 2011Type not statedE••Sponsor (confirmed)l•••••••••.com
Feb 18, 2009Platform acquisitionC••Sponsor (confirmed)l•••••••••.com
Feb 18, 2009Platform acquisitionC••Sponsor (confirmed)l•••••••••.com
Oct 17, 2007Add-on acquisitionB••••••Sponsor (confirmed)l•••••••••.com
Dec 11, 2006Exit to a strategic buyerC•••••• G••••Seller (confirmed)l•••••••••.com
Feb 23, 2006Add-on acquisitionF••••• C•••••••••Sponsor (confirmed)l•••••••••.com
Feb 23, 2006Add-on acquisitionF••••• C•••••••••Sponsor (confirmed)l•••••••••.com
Jun 6, 2005Exit to a strategic buyerA•••• T•••••••Seller (confirmed)l•••••••••.com
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (2)
  • S••••••• A••••••• L•• 2 shared · recurring · last Jan 1, 2023
  • C••••• S••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2015
Lenders (1)
Financial advisers (2)
  • M••••••• A••••••• 1 shared · one time · last Sep 10, 2024
  • M••••••• A••••••• 1 shared · one time · last Sep 10, 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
60 most recent
  1. Sep 3, 2026
  2. May 13, 2026
  3. Apr 28, 2026
  4. Feb 12, 2026
  5. Sep 10, 2024
  6. Sep 10, 2024
  7. Apr 2, 2024
  8. Apr 2, 2024
  9. Nov 8, 2022
  10. Nov 8, 2022
  11. Sep 29, 2021
  12. Sep 29, 2021
  13. Apr 9, 2021
  14. Apr 9, 2021
  15. Nov 9, 2020
  16. Sep 4, 2018
  17. Sep 4, 2018
  18. Jul 25, 2018
  19. Jul 25, 2018
  20. May 10, 2018
  21. Nov 14, 2016
  22. Nov 14, 2016
  23. Jul 22, 2016
  24. Jan 13, 2016
  25. Jul 1, 2015
  26. Mar 30, 2015
  27. Nov 25, 2014
  28. Aug 1, 2013
  29. Aug 1, 2013
  30. Jul 15, 2013
  31. Jul 15, 2013
  32. Jan 21, 2013
  33. Oct 12, 2012
  34. Apr 17, 2012
  35. Jan 26, 2012
  36. Jan 26, 2012
  37. Nov 14, 2011
  38. Sep 26, 2011
  39. Sep 26, 2011
  40. Sep 26, 2011
  41. Aug 10, 2011
  42. Aug 10, 2011
  43. Aug 10, 2011
  44. Feb 18, 2009
  45. Feb 18, 2009
  46. Feb 18, 2009
  47. Sep 9, 2008
  48. Aug 11, 2008
  49. Jul 9, 2008
  50. Jun 5, 2008
  51. May 1, 2008
  52. Feb 6, 2008
  53. Dec 3, 2007
  54. Nov 26, 2007
  55. Oct 17, 2007
  56. Jun 11, 2007
  57. May 10, 2007
  58. Dec 11, 2006
  59. Dec 11, 2006
  60. May 2, 2006
Across the graphs

L••• P•••• C••••••• I•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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.

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