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M•••••• D••••••• P•••••••

Buyout firmClassification probableUpper middle marketSEC registered investment adviser· Chicago, ILm•••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $21B
PE fund assets: $19B
PE funds: 57
Investments held: 1 of 1
Deals, last 12 months: 0

Funds and vehicles Team (26)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors healthcare,technologyGeography United StatesControl control
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
0 lenders and 6 placement agents appear beside this firm on the record.
Placement agents 6

Classification

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Upper middle marketdefined by: proxy: $19.26bn Private Equity Fund GAV on the Form ADV filed 2024-03-29

Classification history (2)

Sep 13, 2026
Buyout firm (probable, 80%, cls-pe-1)
own website statement
“••• Locked”
m•••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 63 of 63 distinct vehicles are sworn Private Equity Funds; 43 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to Mar 31, 2026
RAUM: $21Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 57
PE fund GAV, latest filing: $19Breported gross assets (Form ADV), not fund size
All private fund GAV: $21Bevery private fund type, latest filing
2024 PE fund GAV: $19Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $19B, latest counts Private Equity Fund 42, lifetime distinct Private Equity Fund 63
Employees: 85
Headquarters: Chicago, IL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

1 observed deals

Stated by the firm

Sectors: healthcare, technology
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: control
Thesis: not stated or not yet read

Observed from deals on record

roles: platform 1
period: to 2016-09-14, from 2016-09-14, undated holdings 0, dated observations 2
window: last 2016-09-14, first 2016-09-14
control: control 1
companies: 1
geography
investments: 1
seller kinds
transactions: 1
cadence by year: 2016 platforms 1
platform add on: add ons 0, platforms 1, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share unknown, value tech enabled services, examples Intermedia.net, Inc.
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share unknown, value data processing hosting, examples Intermedia.net, Inc.

1 companies on the graph (1 transactions); most in tech enabled services (1); 1 platforms and 0 add-ons; observed 2016 to 2016

Funds

63 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
M••• I•••••••• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$3.1B as of Mar 29, 2024	no Form D	Unknown
M••• C••••••••• ••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$25.0M as of Mar 29, 2024	no Form D	Unknown
M••• C••••••••• ••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$759M as of Mar 29, 2024	no Form D	Early deployment
M••• C••••••••• •••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$289M as of Mar 29, 2024	no Form D	Early deployment
M••• C••••••••• •••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$224M as of Mar 29, 2024	no Form D	Early deployment
P•••••• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$2.8B as of Mar 29, 2024	no Form D	Early deployment
M••• C••••••••• ••••••• I•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$87.5M as of Mar 29, 2024	no Form D	Early deployment
M••• C••••••••• ••••••• I••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$29.1M as of Mar 29, 2024	no Form D	Early deployment
P••• R••••• M••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$26.0M as of Mar 29, 2024	no Form D	Early deployment
M•••••• D••••••• C•••••• P••••••• V••• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2021 first reported on Form ADV	$232M as of Mar 29, 2024	no Form D	Unknown
M•••••• D••••••• C•••••• P••••••• V••• S•••••• L••• ADV: Private Equity Fund	Buyout fund	2021 first reported on Form ADV	$205M as of Mar 29, 2024	no Form D	Unknown
M•••••• D••••••• C•••••• P••••••• V••• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2021 first reported on Form ADV	$64.7M as of Mar 29, 2024	no Form D	Active deployment
M•••••• D••••••• C•••••• P••••••• V••• S•••••• L••• ADV: Private Equity Fund	Buyout fund	2021 first reported on Form ADV	$51.0M as of Mar 29, 2024	no Form D	Active deployment
M•••••• D••••••• C•••••• P••••••• V•••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$2.7B as of Mar 29, 2024	no Form D	Mature
M•••••• D••••••• C•••••• P••••••• V•••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$1.8B as of Mar 29, 2024	no Form D	Mature
M•••••• D••••••• C•••••• P••••••• V•••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$800M as of Mar 29, 2024	no Form D	Active deployment
M•••••• D••••••• C•••••• P••••••• V••• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$227M as of Mar 29, 2024	no Form D	Mature
M•••••• D••••••• C•••••• P••••••• V••• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2020 first reported on Form ADV	$65.9M as of Mar 29, 2024	no Form D	Active deployment
M••• V•• A•••••••• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$837M as of Mar 29, 2024	no Form D	Active deployment
M•• S• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$82.4M as of Mar 29, 2024	no Form D	Active deployment
M•• A•• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$39.0M as of Mar 29, 2024	no Form D	Mature
M••• C••••••••• ••••••• I••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$27.7M as of Mar 29, 2024	no Form D	Unknown
M••• V•••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$213M as of Mar 29, 2024	no Form D	Harvest
M••• V•••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$93.5M as of Mar 29, 2024	no Form D	Harvest
M••• E•••••••• V•••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$20.7M as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$2.1B as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$1.2B as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$704M as of Mar 29, 2024	no Form D	Unknown
M•••••• D••••••• C•••••• P••••••• V•• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$218M as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$67.8M as of Mar 29, 2024	no Form D	Unknown
M•• H• H••••••• L•• ADV: Private Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$0 as of Mar 31, 2022	no Form D	Wound down
M••• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$88.3M as of Mar 31, 2021	no Form D	Wound down
M••• V••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2013 first reported on Form ADV	$20.0M as of Mar 29, 2024	no Form D	Harvest
M••• V••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2013 first reported on Form ADV	$4.2M as of Mar 29, 2024	no Form D	Harvest
M••• E•••••••• V••• G••••• I••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2013 first reported on Form ADV	$500,784 as of Mar 29, 2024	no Form D	Harvest
M••• C••••••••• •••• L••• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Mar 30, 2018	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$216M as of Mar 31, 2021	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$139M as of Mar 29, 2024	no Form D	Harvest
M••••• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$49.0M as of Feb 14, 2012	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$37.2M as of Mar 29, 2024	no Form D	Harvest
M••• I•• G••••• I••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$34.1M as of Feb 14, 2012	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$18.8M as of Feb 14, 2012	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• O••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$4.9M as of Mar 29, 2024	no Form D	Harvest
M••• I• G••••• I••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.7M as of Apr 4, 2013	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$1.8M as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$1.3M as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$812,685 as of Mar 29, 2024	no Form D	Harvest
M••• I•• G••••• I••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$785,190 as of Feb 14, 2012	no Form D	Wound down
M••• C••••••••• ••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$716,682 as of Mar 31, 2022	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$613,432 as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$478,490 as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• S•••••• E••••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$365,812 as of Feb 14, 2012	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$323,703 as of Mar 29, 2024	no Form D	Harvest
M•••••• D••••••• C•••••• P••••••• V••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$58,614 as of Mar 30, 2020	no Form D	Wound down
M••• C••••••••• ••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$2,353 as of Mar 31, 2017	no Form D	Wound down
M•••••• D••••••• C•••••• P••••••• V• E••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$124 as of Mar 30, 2020	no Form D	Wound down
M••• F•••••• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
M••• U• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
M•••• U••••••• A••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
M••••• U••••••• A••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
M••• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 30, 2018	no Form D	Wound down
M••• I• G••••• I••••••••• I••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Apr 4, 2013	no Form D	Wound down
M••• C••••••••• ••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 30, 2018	no Form D	Wound down

Team

26 current, 12 former

Managing partner (3)

P••• J•••• F••••••• · Chairman · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••• S• S••••••• · Co-Chief E•••••••• Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••••• P•••••• S••••••• · Co-Chief E•••••••• Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (20)

B•••••• T••••• B•••••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C••••••••• T••••••• · Managing Director · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E•••••••• Q•••••• B••••• · Managing Director · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•• P••••• · Managing Director · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• E••• K•••••• · Managing Director · since Oct 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• M•••••• D•••• · Managing Director · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• W• N••••• · Managing Director · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• W•••••• R•••• · Managing Director · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• J••••• D•••• · Managing Director · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• H••••• C••••• · Managing Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• G••••• P••••••• · Managing Director · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••• A••••• M•••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••••• J•••• S••••••• · Managing Director · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••• E••••• N•••• · Managing Director · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
V••• A••• D••••••••• · Managing Director · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
V•••••• M••••• W••• · Managing Director · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• E•••• R•••••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Z••• F••••• A••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Z••• F••••• A••••••• · Managing Director · since Jul 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Z••• F••••• A••••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Platform (2)

A•••• S•••••• T•••• · Managing Director, G•••••• Counsel And Chief Compliance Officer · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• J••• B•••••• · Managing Director And Chief Financial Officer · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Other (1)

S••••• M••••• M•••••• · Senior Advisor · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

12 former (kept with end dates)

J••• A•••••• C•••••• · Chairman · Jan 1, 2004 to Mar 29, 2024 Inference
D•••• E••••• P••••• · Managing Director · Nov 1, 2018 to Mar 29, 2024 Inference
D•••••• C•••••• G•••••• · Managing Director · Jun 1, 2007 to Mar 29, 2024 Inference
J•••• N••••• P•••• · Managing Director · Aug 1, 1998 to Mar 29, 2024 Inference
L•••• A•• C•••••••• · Managing Director · Mar 1, 2021 to Mar 31, 2023 Inference
M•••••• P••••• C••• · Managing Director · Jun 1, 2007 to Mar 26, 2015 Inference
N••••••• W•••••• A••••• · Member · Dec 1, 1992 to Mar 31, 2023 Inference
P•••••• C••••••••• E••••• · Managing Director · Jun 1, 2007 to Mar 26, 2015 Inference
R•••• P••• S••••• · Member · Dec 1, 1992 to Mar 31, 2023 Inference
T••••• M•••••• · Managing Director · Jan 1, 2014 to Mar 30, 2018 Inference
T•••••• M••• H••• · Managing Director · Jan 1, 2000 to Apr 1, 2013 Inference
M••• B•••••• T••••••••• · Managing Director And G•••••• Counsel · Mar 1, 2005 to Mar 29, 2019 Inference

Portfolio

1 relationships, 1 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
I••••••••• I•••	Platform	active	Sep 14, 2016 transaction announcement	10.0 years	Z••• F••••• A••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Sep 14, 2016	Platform acquisition	I••••••••• I•••	Sponsor (confirmed)	oakhill.com

Placement agents, lenders, advisers and co-investors

7 relationships

Placement agents (6)

G•••••• S•••• • C•• L•• 3 shared · strong · last Jan 1, 2016
C•••••••• C•••••• A•••• M••••••••• S••• A••••••••• G•••••• d• F••••• 3 shared · strong · last Jan 1, 2016
T••••••••• G•••• ••••• L•••••• 3 shared · strong · last Jan 1, 2016
T••••••••• G•••• L•• 3 shared · strong · last Jan 1, 2016
M•••••• C•••••• S•••••••• L•• 2 shared · recurring · last Jan 1, 2016
M•••••• C•••••• S••••••• L•• 1 shared · one time · last Jan 1, 2016

Legal advisers (1)

K••••••• • E•••• L•• 1 shared · one time · last Sep 14, 2016

LP commitments

11 disclosed

W••••••••• S•••• I••••••••• B•••• in M•••••• D••••••• C•••••• P••••••• I••• L••• $110M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• in M•••••• D••••••• C•••••• P••••••• I•• L••• $300M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• $175M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• $150M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• $250M sib.wa.gov
C••••••••• S•••• T•••••••• R••••••••• S••••• $200M calstrs.com
N•• Y••• S•••• C••••• R••••••••• F••• $75.0M osc.ny.gov
M•••••••• S•••• B•••• o• I••••••••• $100M msbi.us
M•••••••• S•••• B•••• o• I••••••••• in M•••••• D••••••• C•••••• P••••••• V•••••• L••• $100M msbi.us
L•• A•••••• C••• E••••••••• R••••••••• S••••• in M•••••• D••••••• C•••••• P••••••• I••• L••• $16.0M lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in M•••••• D••••••• C•••••• P••••••• I•• L••• $25.2M lacers.org

Events

9 most recent

Jun 30, 2026
••• Locked
Lp commitment disclosedFactM•••••••• S•••• B•••• o• I•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Mar 31, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Dec 31, 2025
••• Locked
Lp commitment disclosedFactW••••••••• S•••• I••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Dec 31, 2025
••• Locked
Lp commitment disclosedFactW••••••••• S•••• I••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Dec 31, 2025
••• Locked
Lp commitment disclosedFactW••••••••• S•••• I••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Jun 30, 2025
••• Locked
Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Mar 31, 2025
••• Locked
Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Sep 14, 2016
••• Locked
Platform investmentFactI••••••••• I•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 14, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority53 · ELEVATED: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness92 · HIGH: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.9166666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 39
Sources: 4
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

M•••••• D••••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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…