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C••••••• H••••••••• C••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Salt Lake City, UTc•••••••••.com

••• Locked

Regulatory AUM
$533M
Form ADV
PE fund assets
$393M
Form ADV
PE funds
7
Form ADV
Investments held
5 of 5
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (13)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: 8 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.39bn Private Equity Fund GAV on the Form ADV filed 2024-05-15
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 4, 2016 to Mar 26, 2026
RAUM
$533Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$393Mreported gross assets (Form ADV), not fund size
All private fund GAV
$525Mevery private fund type, latest filing
2024 PE fund GAV
$393Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-15, latest gav Private Equity Fund $393M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 8
Employees
7
Headquarters
Salt Lake City, UT
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
healthcare, technology
Geography
not stated or not yet read
Revenue
$10.0M to $100M
EBITDA
$10.0M to $10.0M
Enterprise value
not stated or not yet read
Equity check
up to $30.0M
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
roles
add on 1, unknown 2, platform 2
period
to unknown, from unknown, undated holdings 5, dated observations 0
window
last unknown, first unknown
control
control 2, unknown 3
companies
5
geography
investments
5
seller kinds
transactions
2
cadence by year
platform add on
add ons 1, platforms 2, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.4, value healthcare services, examples High Plains Senior Care, Amps
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.2, value home health, examples High Plains Senior Care, count 1, share 0.2, value veterinary, examples Amps

5 companies on the graph (2 transactions); most in healthcare services (2); 2 platforms and 1 add-ons; no dated observations

Funds
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$29.3M
as of May 15, 2024
no Form DUnknown
C••••••• H••••••••• C•••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$142M
as of May 15, 2024
no Form DEarly deployment
C••••••• C••••••••• F••• L•
ADV: Private Equity Fund
Continuation vehicle2022
first reported on Form ADV
$110M
as of May 15, 2024
no Form DUnknown
C••••••• H••••••••• C•••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$8.0M
as of May 15, 2024
no Form DEarly deployment
C••••••• H••••••••• C•••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$2.4M
as of May 15, 2024
no Form DEarly deployment
O•••••• A••••• I•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$16.6M
as of May 15, 2024
no Form DActive deployment
C••••••• H••••••••• I••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$1.6M
as of Mar 29, 2021
no Form DWound down
C••••••• H••••••••• I••••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$85.0M
as of May 15, 2024
no Form DUnknown
Team
13 current, 0 former
Managing partner (6)
Portfolio
5 relationships, 2 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• A•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••••••••• H•••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H••• P••••• S••••• C•••
add-on to F••••••••• H•••••
Add-onactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•• d•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
date unknownMajority recapitalizationE•••• A•••••••••Sponsor (confirmed)c•••••••••.com
date unknownAdd-on acquisitionH••• P••••• S••••• C•••Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • H••••••• L•••• C••••••• I••• 4 shared · strong · last Jan 1, 2022
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
12 most recent
  1. Sep 17, 2026
  2. Sep 17, 2026
  3. Sep 17, 2026
  4. Sep 17, 2026
  5. Sep 17, 2026
  6. Sep 17, 2026
  7. Sep 17, 2026
  8. Sep 17, 2026
  9. Sep 17, 2026
  10. Sep 17, 2026
  11. Sep 17, 2026
  12. Jan 4, 2016
Across the graphs

C••••••• H••••••••• C••••••• L•• 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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