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P•••••• C•••••• M•••••••••

Hybrid managerClassification probableunsizedSEC registered investment adviser· Naples, FLp•••••••••.com

••• Locked

Regulatory AUM
$1.4B
Form ADV
PE fund assets
Not established
PE funds
0
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (5)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 basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: P•••••• Equity Funds are 0 of 8 distinct vehicles; hedge, securitized or liquidity vehicles 4
Size band
unsizeddefined by: no P•••••• Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: P•••••• Equity Funds are 0 of 8 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 19, 2013 to Mar 26, 2026
RAUM
$1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$295Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
0%
Fund type mix
filed 2024-07-16, latest gav Hedge Fund $210M, Other Private Fund $76.5M, latest counts Hedge Fund 4, Other Private Fund 4, lifetime distinct Hedge Fund 4, Other Private Fund 4
Employees
20
Headquarters
Naples, FL
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
••• 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
H••••••• I•••••••• L•• F••• I•
ADV: Other P•••••• Fund
SPV2017
first reported on Form ADV
$54.9M
as of Jul 16, 2024
no Form DUnknown
H••••••• I•••••••• L•• N•••••••• F•••
ADV: Other P•••••• Fund
SPV2017
first reported on Form ADV
$18.6M
as of Jul 16, 2024
no Form DMature
Team
5 current, 1 former
Managing partner (1)
Analyst (1)
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
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 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
1 most recent
  1. Sep 19, 2013
Across the graphs

P•••••• C•••••• M••••••••• is the same institution as 1 record in RIA and Wealth.

RIA 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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