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 / I••••••• A••••••• S•••••••• L••

I••••••• A••••••• S•••••••• L••

Fund of funds · probableLower middle marketMiami, FLi•••••••.comSEC registered investment adviser

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Classification
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: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-12-04
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 3, 2016 to Dec 4, 2024
RAUM
$3.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$18.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$18.8Mevery private fund type, latest filing
2024 PE fund GAV
$18.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-04, latest gav Private Equity Fund $18.8M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
185
Headquarters
Miami, FL
Office address
1221 BRICKELL AVENUE, 27TH FLOOR, Miami, FL, 33131
Business phone
305.373.9000
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
financial services
Geography
United States
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
roles
platform 2
period
to 2025-10-21, from 2025-10-21, undated holdings 0, dated observations 4
window
last 2025-10-21, first 2025-10-21
control
control 2
companies
1
geography
investments
2
seller kinds
transactions
2
cadence by year
2025 platforms 2
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

1 companies on the graph (2 transactions); 2 platforms and 0 add-ons; observed 2025 to 2025

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••••••• A••••••••• F••• I• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$18.8M
as of Dec 4, 2024
no Form DEarly deployment
Team
23 current, 6 former
Platform (9)
6 former (kept with end dates)
Portfolio
2 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
V•••••••••PlatformactiveOct 21, 2025
transaction announcement
11 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V•••••••••PlatformactiveOct 21, 2025
transaction announcement
11 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Oct 21, 2025Platform acquisitionV•••••••••Sponsor (confirmed), Sponsor (confirmed)i•••••••.com
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
6 most recent
  1. Jun 3, 2026
    I••••••• Successfully Completes Acquisition of V••••••••• WMG Client Accounts
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Apr 20, 2026
    I••••••• Formalizes P••••••••• with Alius Capital Partners to Build Dedicated Real Estate Vertical
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jan 27, 2026
    I••••••• Partners with Karta to Launch Premium Charge Card for International Clients
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Oct 21, 2025
    I••••••• to acquire V••••••••• accounts in US and LatAm
    Platform investmentFactV•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Oct 21, 2025
    I••••••• to acquire V••••••••• accounts in US and LatAm
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Feb 3, 2016
    I••••••• A••••••• S•••••••• 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

I••••••• A••••••• S•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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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