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 / T•••••• B•• C••••••

T•••••• B•• C••••••

Buyout firmMiddle marketUSt•••••••••.comSEC registered investment adviser

A global investment firm that applies concentrated investment approach to build long-term cornerstone positions in the world

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 34 of 40 distinct vehicles are sworn Private Equity Funds; 34 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.29bn Private Equity Fund GAV on the Form ADV filed 2024-11-11
Strategies
GROWTH EQUITY, SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 34 of 40 distinct vehicles are sworn Private Equity Funds; 34 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 10, 2019 to Nov 11, 2024
RAUM
$2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
33
PE fund GAV, latest filing
$2.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.6Bevery private fund type, latest filing
2024 PE fund GAV
$2.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
85%
Fund type mix
filed 2024-11-11, latest gav Private Equity Fund $2.3B, Venture Capital Fund $314M, latest counts Private Equity Fund 33, Venture Capital Fund 6, lifetime distinct Private Equity Fund 34, Venture Capital Fund 6
Employees
6
Business phone
(415) 723-0608
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
franchising
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
We partner with founders to build compounding franchises across a wide range of industries and geographies.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
34 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I•• D••••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$423M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• B••••••• A•••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$35.2M
as of Nov 11, 2024
no Form DUnknown
T•• D••••• I••••••••• X•• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$31.7M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• G•• Z•• V••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$22.1M
as of Nov 11, 2024
no Form DUnknown
T•• D••••• I••••••••• X• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$16.0M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• G•• Z•• V•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$13.9M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• G•• Z•• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$6.0M
as of Nov 11, 2024
no Form DUnknown
T•• D••••• I••••••••• V•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$28.1M
as of Nov 11, 2024
no Form DEarly deployment
T•• D••••• I••••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$21.2M
as of Nov 11, 2024
no Form DEarly deployment
T•••••• B•• C•••••• S•••• G•• Z••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$18.9M
as of Nov 11, 2024
no Form DUnknown
T•• D••••• I••••••••• V••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$12.6M
as of Nov 11, 2024
no Form DEarly deployment
T•••••• B•• C•••••• G•• Z•• V•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$10.4M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• A•••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$295M
as of Nov 11, 2024
no Form DEarly deployment
T•••••• B•• C•••••• A•••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$232M
as of Nov 11, 2024
no Form DEarly deployment
T•••••• B•• C•••••• G•• Z•• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$23.3M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• A•••••• I• A••••• L•••
ADV: Private Equity Fund
Continuation vehicle2022
first reported on Form ADV
$22.1M
as of Nov 11, 2024
no Form DEarly deployment
T•• C••••• G••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$10.4M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• G•• Z•• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$7.2M
as of Nov 11, 2024
no Form DUnknown
T•••••• B•• C•••••• G•• Z•• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$6.1M
as of Nov 11, 2024
no Form DEarly deployment
T•••••• B•• C•••••• G••••• G••••• F••• I• L•••
ADV: Private Equity Fund
Growth fund2021
first reported on Form ADV
$112M
as of Nov 11, 2024
no Form DUnknown
T•• E••••••• O••••••••• L•• • S••••• 5•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$101M
as of Nov 11, 2024
no Form DActive deployment
T•• E••••••• O••••••••• L•• • S••••• 6•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$92.9M
as of Nov 11, 2024
no Form DActive deployment
T•• D••••• I••••••••• I••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$75.7M
as of Nov 11, 2024
no Form DActive deployment
T•• D••••• I••••••••• V• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$61.3M
as of Nov 11, 2024
no Form DActive deployment
T•••••• B•• C•••••• G•• Z•• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$47.8M
as of Nov 11, 2024
no Form DUnknown
T•• E••••••• O••••••••• L•• • S••••• 4•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$40.1M
as of Nov 11, 2024
no Form DActive deployment
T•• E••••••• O••••••••• L•• • S• I•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$32.2M
as of Nov 11, 2024
no Form DActive deployment
T•• D••••• I••••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$30.2M
as of Nov 11, 2024
no Form DActive deployment
T•• B•••••• D••••• I••••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$30.1M
as of Nov 11, 2024
no Form DActive deployment
T•• D••••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$300M
as of Nov 11, 2024
no Form DActive deployment
T•• D••••• I••••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$74.5M
as of Nov 11, 2024
no Form DActive deployment
T•••••• B•• C•••••• A•••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$37.2M
as of Nov 11, 2024
no Form DHarvest
T•• E••••••• O••••••••• L•• • S• I•
ADV: Private Equity Fund
buyout or unlabelledunknown$20.2M
as of Nov 11, 2024
no Form DActive deployment
T•• E••••••• O••••••••• L•• • C••••• I•••
ADV: Private Equity Fund
buyout or unlabelledunknown$8.0M
as of Feb 20, 2024
no Form DWound down
Team
3 current, 0 former
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • S••••••••• F•••••••• C••••••••• 2 shared · recurring · last Jan 1, 2023
  • R•••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
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. Mar 31, 2026
    T•••••• B•• C••••••: Private Equity Funds on Form ADV 33 (2024 extract) -> 38 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Sep 10, 2019
    T•••••• B•• C•••••• 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

T•••••• B•• C•••••• is the same institution as 2 records in Venture Capital and RIA and Wealth.

Venture Capital1RIA 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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