Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
F••••• I••••••••• M••••••••• C••••••
Join FaithWise Advisors for holistic financial stewardship. We integrate biblical investment strategies with donor-advised funds to help you grow and give wisely.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-09-04
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 1, 2013 to Sep 4, 2024
- RAUM
- $213Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $348,076reported gross assets (Form ADV), not fund size
- All private fund GAV
- $156Mevery private fund type, latest filing
- 2024 PE fund GAV
- $348,076sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 11%
- Fund type mix
- filed 2024-09-04, latest gav Hedge Fund $1.4M, Other Private Fund $154M, Private Equity Fund $348,076, latest counts Hedge Fund 1, Other Private Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 7, Other Private Fund 1, Private Equity Fund 1
- Employees
- 8
- Headquarters
- Pasadena, CA
- Office address
- 135 NORTH OAKLAND AVENUE, Pasadena, CA, 91182
- Business phone
- 626-765-8450
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••••• P•••••• E••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $348,076 as of Sep 4, 2024 | no Form D | Harvest |
- T••• B• D•••••• · Interim President · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• B• D•••••• · President, FaithWise Investing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• L•• · Client Experience Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• T••••• · Executive Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• Y•••••• · Senior Vice President of Advancement · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• W••• · Senior Financial Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• R••• · Investment Financial Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• L•• · Senior Director of Client Experience and M•••eting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• L•• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R••••• · Chief Compliance Officer, Chief Financial Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• R••••• · COO/CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• S•••••• · Office Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••••• S•••• · Administrative and Communications Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• N•••••••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- D••••• L•• C••••• · President · Dec 1, 2015 to Aug 24, 2023 Inference
- E••• P•• · President And Chief Investment Officer · Jul 1, 2016 to Mar 25, 2019 Inference
- T••••• P••••• H•••••• · President And Chief Compliance Officer · Jan 1, 2013 to Jul 20, 2016 Inference
- M••• A••••• W••••••• · Chief Legal Officer And Chief Compliance Officer · Mar 1, 2014 to Mar 30, 2016 Inference
- M••••• C• L•• · Chief Financial Officer · Jan 1, 2013 to Mar 30, 2016 Inference
- Feb 19, 2026F••••• I••••••••• M••••••••• C••••••: P•••••• Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
- Jul 1, 2013F••••• I••••••••• M••••••••• C•••••• first filed Form ADV in the extract (IA)
F••••• I••••••••• M••••••••• C•••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
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…