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.

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Firms / C••••••••• C•••••• T••••••••• M••••••••• L•••

C••••••••• C•••••• T••••••••• M••••••••• L•••

Buyout firmLower middle marketPalo Alto, CAc•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2023-02-15
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 4, 2013 to Feb 15, 2023
RAUM
$136Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$136Mreported gross assets (Form ADV), not fund size
All private fund GAV
$136Mevery 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
100%
Fund type mix
filed 2023-02-15, latest gav Private Equity Fund $136M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 6
Employees
9
Headquarters
Palo Alto, CA
Office address
600 RAMONA STREET, 2D FLOOR, Palo Alto, CA, 94301
Business phone
650.752.1400
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
not stated or not yet read
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
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••••• C•••••• T••••••••• F••• ••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$95.5M
as of Feb 15, 2023
no Form DMature
C••••••••• C•••••• T••••••••• F••••• ••••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2014
first reported on Form ADV
$34.4M
as of Feb 15, 2023
no Form DMature
C••••••••• C•••••• T••••••••• E••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2014
first reported on Form ADV
$6.5M
as of Feb 15, 2023
no Form DMature
C••••••••• C•••••• T••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$106M
as of May 23, 2014
no Form DUnknown
C••••••••• C•••••• T••••••••• F•••••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$50.5M
as of May 23, 2014
no Form DUnknown
C••••••••• C•••••• T••••••••• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$27.0M
as of May 23, 2014
no Form DUnknown
Team
8 current, 2 former
2 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
    Adviser CRD 167775 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 4, 2013
    C••••••••• C•••••• T••••••••• M••••••••• 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

C••••••••• C•••••• T••••••••• M••••••••• L••• 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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