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Firms / S••••• H•••••••• L•••

S••••• H•••••••• L•••

Buyout firm · probableLower middle marketDallas, TXs•••••••••.comSEC registered investment adviser

S••••• H•••••••

Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.17bn Private Equity Fund GAV on the Form ADV filed 2024-08-21
Classification history (2)
  1. Sep 18, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “S••••• is a Dallas-based private equity firm founded in 2002.”
    s•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 14 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 8, 2014 to Aug 21, 2024
RAUM
$345Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$175Mreported gross assets (Form ADV), not fund size
All private fund GAV
$345Mevery private fund type, latest filing
2024 PE fund GAV
$175Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
71%
Fund type mix
filed 2024-08-21, latest gav Other Private Fund $170M, Private Equity Fund $175M, latest counts Other Private Fund 3, Private Equity Fund 6, lifetime distinct Other Private Fund 4, Private Equity Fund 10
Employees
11
Headquarters
Dallas, TX
Office address
8080 N. CENTRAL EXPRESSWAY, SUITE 1400, Dallas, TX, 75206
Business phone
214-292-4150
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
food beverage, chemicals materials, agriculture
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
from $5.0M
Enterprise value
$50.0M to $150M
Equity check
not stated or not yet read
Control
control
Thesis
With deep operational experience and a proven track record, S••••• invests in lower middle-market food and beverage and related companies.
Observed from deals on record
roles
unknown 12, platform 1
period
to 2024-10-25, from 2024-10-25, undated holdings 12, dated observations 2
window
last 2024-10-25, first 2024-10-25
control
control 1, unknown 12
companies
13
geography
investments
13
seller kinds
transactions
1
cadence by year
2024 other deals 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
3
disclosed value usd
n 0
sector distribution
count 2, share 0.154, value agriculture, examples Lakeview Farms, J&J Produce (dba J&J Family of Farms), count 1, share 0.077, value industrial manufacturing, examples W.L. Plastics Corporation
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.154, value agriculture, examples Lakeview Farms, J&J Produce (dba J&J Family of Farms), count 1, share 0.077, value plastics rubber products, examples W.L. Plastics Corporation

13 companies on the graph (1 transactions); most in agriculture (2); 1 platforms and 0 add-ons; observed 2024 to 2024

Funds
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• P••••••• P•••••••• L••
ADV: Other Private Fund
SPV2024
first reported on Form ADV
$22.1M
as of Aug 21, 2024
no Form DUnknown
S••••• C•••••• F••• I• Q•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$57.4M
as of Aug 21, 2024
no Form DEarly deployment
S•• I•••• S••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$21.9M
as of Aug 21, 2024
no Form DEarly deployment
S••••• C•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$3.9M
as of Aug 21, 2024
no Form DEarly deployment
S••••• M•• P•••••••• L••
ADV: Other Private Fund
SPV2021
first reported on Form ADV
$77.6M
as of Aug 21, 2024
no Form DActive deployment
S••••• C•••••• C• I••••••••• L••
ADV: Other Private Fund
SPV2019
first reported on Form ADV
$70.2M
as of Aug 21, 2024
no Form DUnknown
S•• I••••• S••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$40.7M
as of Aug 21, 2024
no Form DActive deployment
S••••• C•••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$50.7M
as of Aug 21, 2024
no Form DHarvest
S••••• C•••••• L••••••• I••••••••• L••
ADV: Other Private Fund
SPV2015
first reported on Form ADV
$108,648
as of Mar 31, 2022
no Form DWound down
S••••• W• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.0M
as of Jun 26, 2019
no Form DWound down
S••••• W• I••••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$388,050
as of Jun 26, 2019
no Form DWound down
S••••• C•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$299,477
as of Aug 21, 2024
no Form DHarvest
S••••• W• I••••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$237,900
as of Jun 26, 2019
no Form DWound down
S••••• W• I••••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$103,050
as of Jun 26, 2019
no Form DWound down
Team
19 current, 2 former
Operating partner (7)
Business development (1)
Platform (7)
2 former (kept with end dates)
Portfolio
13 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
U•••••••PlatformactiveOct 25, 2024
transaction announcement
1.9 yearsJ••• M••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
2••• C•••••• G•••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• S••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• N•••••• F••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• F••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• P•••••• S•••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••• o• A•••••• I•••••••• C••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J•• P•••••• ••• J•• F••••• o• F•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• F••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• G•••••• K••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• C•••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••• S•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••• P••••••• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Oct 25, 2024Majority investmentU•••••••Sponsor (confirmed)s•••••••••.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • S•• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2019
  • F•••• P•••••••• G••••• L•• 1 shared · one time · last Jan 1, 2018
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
4 most recent
  1. Mar 27, 2026
    S••••• H•••••••• L•••: Private Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Oct 25, 2024
    S••••• H••••••• Acquires U•••••••
    Platform investmentFactU•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  3. Oct 25, 2024
    S••••• H••••••• Acquires U••••••• Oct. 25, 2024 Acquisition Adds New Platform to S•••••’s Portfolio
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jan 8, 2014
    S••••• H•••••••• L••• first filed Form ADV in the extract (ERA)
    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

S••••• H•••••••• 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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