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.

P••••••• C••••••

Buyout firmClassification probableunsizedSEC registered investment adviser· Newport Beach, CAp•••••••••.com

••• Locked

Regulatory AUM
$1.6B
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 (18)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 firmprobable, confidence 65%
Basis
R6: 8 of 11 distinct vehicles are sworn Private Equity Funds
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 8 of 11 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 11, 2016 to Jun 21, 2024
RAUM
$1.6Bregulatory 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
unknownevery 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
73%
Fund type mix
filed 2024-06-21, latest gav , latest counts , lifetime distinct Real Estate Fund 1, Private Equity Fund 8, Venture Capital Fund 2
Employees
10
Headquarters
Newport Beach, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
building products, financial services
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
0 on record, 8 more on the reporting tape
Gross assets by year from the annual reporting tape

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
P••••••• S•• G••••••• S••••• D• a• S••••• o• P••••••• C•••••• M••••••••• M•••••• L••Private Equity Fund2021 to 2023
$18.1M
filed Aug 24, 2023
adviserinfo.sec.gov
P••••••• S•• O••••••••• a• S••••• o• P••••••• C••••••Private Equity Fund2022 to 2023
$11.9M
filed Aug 24, 2023
adviserinfo.sec.gov
G••••••• P••••••• S••• a• S••••• o• P••••••• C•••••• M••••••••• M•••••• L••Private Equity Fund2021 to 2023
$6.0M
filed Aug 24, 2023
adviserinfo.sec.gov
P••••••• S•• G•••• S••••• E• a• S••••• o• P••••••• C•••••• M••••••••• M•••••• L••Private Equity Fund2021 to 2023
$5.7M
filed Aug 24, 2023
adviserinfo.sec.gov
P••••••• S•• F•••••••• a• S••••• o• P••••••• C•••••• M••••••••• M••••• L••Private Equity Fund2023 to 2023
$5.0M
filed Aug 24, 2023
adviserinfo.sec.gov
P••••••• S•• R••••• a• S••••• o• P••••••• C•••••• M•••••••••Private Equity Fund2022 to 2022
$4.1M
filed Aug 16, 2022
adviserinfo.sec.gov
P••••••• S•• T••••• a• S••••• o• P••••••• C•••••• M••••••••• M••••• L••Private Equity Fund2023 to 2023
$4.1M
filed Aug 24, 2023
adviserinfo.sec.gov
P• S•• G•••• F• a• S••••• o• P••••••• C•••••• M••••••••• M••••• L••Private Equity Fund2023 to 2023
$646,000
filed Aug 24, 2023
adviserinfo.sec.gov
Team
18 current, 1 former
Vice president (2)
Platform (7)
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
2 most recent
  1. Sep 1, 2026
  2. Aug 11, 2016
Across the graphs

P••••••• C•••••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Real Estate Funds.

Venture Capital1RIA and Wealth1Real Estate Funds1

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…