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C••••••••• P•••••••
••• Locked
- Regulatory AUM
- $29B
- PE fund assets
- $98.2M
- PE funds
- 3
- Investments held
- Not established
- Deals, last 12 months
- Not established
- Graphs 2
- RAUM $29B
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 19, 2020 to Mar 30, 2026
- RAUM
- $29Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $98.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $518Mevery private fund type, latest filing
- 2024 PE fund GAV
- $98.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-05-02, latest gav Hedge Fund $223M, Private Equity Fund $98.2M, latest counts Hedge Fund 2, Private Equity Fund 2, lifetime distinct Hedge Fund 2, Private Equity Fund 2
- Employees
- 30
- Headquarters
- Charlottesville, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- 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
- ••• Locked
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••• P•• I• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $65.5M as of May 2, 2024 | no Form D | Early deployment | |
| C••• P•• L• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $32.8M as of May 2, 2024 | no Form D | Unknown |
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| C••• P•• I•• | Private Equity Fund | 2026 to 2026 | $83.8M filed Mar 30, 2026 | reports.adviserinfo.sec.gov |
- A•••• G••••••••• · Managing Director, Private Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••••• O•••••• · Managing Director, Sustainable Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• L••••• C•• · Managing Director & Co-Head, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• C••••••• L•••• · Managing Director, Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• H••• K••• · Managing Director, Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• N•• P••• J• · Managing Director, Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• N•• P••• J• · Managing Director & Co-Head, Private Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• E•••••••• J••••• S•••• · Managing Director, Member · 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)
- K•••• W•••••• S••••••• · Managing Director, Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• W•••••• S••••••• · Managing Director, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• E• R••••• · Managing Director & Co-Head, Private Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• E• R••••• · Managing Director, Member · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• S•••• · Managing Director & Co-Head, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• K•••• · Managing Director & Co-Head, Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M• H••••••• · Managing Director, Member · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• W•••••• K•••• · Managing Director, Member · 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)
- S•••• B••••••• G•••• · Managing Director & Co-Head, Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••••••• G•••• · Managing Director, Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• A•••••••• G••••••••• · Director, Member · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• H••• K••• · Director, Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• P•••••••• C•• · Director, Client Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• T••••••• · Associate, Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A•••• · Associate, Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• O•••••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••••• H••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• G••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• K•••• · Associate, Client Service · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• E• D•••• · Managing Director Of Operations, Member · 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)
- I•••••• E•••••• · Cco · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• L••••••• H••••••••• · Managing Director Of Operations, Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- D•••• A••••• R•••••• · Managing Director, Member · Oct 1, 2020 to Jan 26, 2024 Inference
- M•••• G••••••• R•••• · Member · Oct 1, 2020 to Jan 26, 2024 Inference
- M•••• G••••••• R•••• · Managing Director, Member, Cco · Oct 1, 2020 to Jan 6, 2023 Inference
- Mar 30, 2026••• Locked
- Oct 19, 2020••• Locked
C••••••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
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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