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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / P••• V••• I••••••••• L••

P••• V••• I••••••••• L••

Buyout firmLower middle marketNew York, NYp•••••••••.comSEC registered investment adviser

Innovative tools and devices improve patient outcomes and optimize surgery.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 3 of 5 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 5 distinct vehicles are sworn P•••••• Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 24, 2013 to Mar 26, 2024
RAUM
$264Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$49.5Mreported gross assets (Form ADV), not fund size
All private fund GAV
$147Mevery private fund type, latest filing
2024 PE fund GAV
$49.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
60%
Fund type mix
filed 2024-03-26, latest gav Hedge Fund $97.3M, Private Equity Fund $49.5M, latest counts Hedge Fund 2, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Private Equity Fund 3
Employees
10
Headquarters
New York, NY
Office address
545 W 25TH STREET, 19TH FLOOR, New York, NY, 10001
Business phone
(646) 757-2180
Stated criteria beside observed behaviour
7 observed deals
Stated by the firm
Sectors
healthcare, technology
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
As a fundamentally-driven investment manager, we focus on innovative and disruptive technologies, company life cycle changes, and structural shifts in the healthcare landscape.
Observed from deals on record
roles
unknown 7
period
to unknown, from unknown, undated holdings 7, dated observations 0
window
last unknown, first unknown
control
unknown 7
companies
7
geography
investments
7
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, 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

7 companies on the graph (0 transactions); no dated observations

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P••• V••• X• F••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$49.5M
as of Mar 26, 2024
no Form DUnknown
P••• V••• P•••••• E••••• F••• L•
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$18.9M
as of May 12, 2023
no Form DMature
P••• V••• S•• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$14.1M
as of Sep 13, 2021
no Form DWound down
Team
2 current, 5 former
5 former (kept with end dates)
Portfolio
7 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
a••• L••• S••••••• A•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• M•••••• I•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
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
1 most recent
  1. Jan 24, 2013
    P••• V••• I••••••••• L•• 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

P••• V••• I••••••••• 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.

Checking your plan…