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Firms / A•••••• C•••••• P•••••••

A•••••• C•••••• P•••••••

Buyout firmLower middle marketBoston, MAa••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.28bn Private Equity Fund GAV on the Form ADV filed 2024-12-16
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 10, 2016 to Dec 16, 2024
RAUM
$278Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$278Mreported gross assets (Form ADV), not fund size
All private fund GAV
$278Mevery private fund type, latest filing
2024 PE fund GAV
$281Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-16, latest gav Private Equity Fund $278M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 4
Employees
13
Headquarters
Boston, MA
Office address
160 FEDERAL STREET, 23RD FLOOR, Boston, MA, 02110
Business phone
857-327-5606
Stated criteria beside observed behaviour
1 observed deals
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
roles
platform 1
period
to 2025-09-30, from 2025-09-30, undated holdings 0, dated observations 2
window
last 2025-09-30, first 2025-09-30
control
control 1
companies
1
geography
investments
1
seller kinds
transactions
1
cadence by year
2025 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 life sciences, examples Millrock Technology Inc.
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value life sciences, examples Millrock Technology Inc.

1 companies on the graph (1 transactions); most in life sciences (1); 1 platforms and 0 add-ons; observed 2025 to 2025

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$43.8M
as of Dec 16, 2024
no Form DUnknown
A•••••• C•••••• P••••••• I••• L•••
ADV: Private Equity Fund
Buyout fund2021
first reported on Form ADV
$208M
as of Dec 16, 2024
no Form DActive deployment
A•••••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fund2018
first reported on Form ADV
$26.7M
as of Dec 16, 2024
no Form DHarvest
A•••••• C•••••• P••••••• I• L•••
ADV: Private Equity Fund
Buyout fundunknown$2.6M
as of Mar 29, 2024
no Form DHarvest
Team
5 current, 0 former
Portfolio
1 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
M••••••• T••••••••• I•••PlatformactiveSep 30, 2025
transaction announcement
12 monthsB••• P•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Sep 30, 2025Platform acquisitionM••••••• T••••••••• I•••Sponsor (confirmed)prnewswire.com
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (2)
  • P•••• S•••••• • C•• 1 shared · one time · last Jan 1, 2024
  • E•••• F•••••••• C••••••••• L•• 1 shared · one time · last Jan 1, 2022
Financial advisers (2)
  • B•••• 1 shared · one time · last Sep 30, 2025
  • M••••••• • C•••••• 1 shared · one time · last Sep 30, 2025
Legal advisers (2)
  • S••••• • K••••• L•• 1 shared · one time · last Sep 30, 2025
  • L•••• • B•••••• L•• 1 shared · one time · last Sep 30, 2025
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 30, 2025
  2. Nov 10, 2016
    A•••••• C•••••• P••••••• 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

A•••••• C•••••• P••••••• 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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