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C••••••• C•••••• M••••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Los Angeles, CAc•••••••••.com

••• Locked

Regulatory AUM
$744M
Form ADV
PE fund assets
$347M
Form ADV
PE funds
4
Form ADV
Investments held
5 of 8
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (23)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 2 of 2 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: $0.35bn Private Equity Fund GAV on the Form ADV filed 2024-06-19
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private 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
Feb 2, 2022 to May 4, 2026
RAUM
$744Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$347Mreported gross assets (Form ADV), not fund size
All private fund GAV
$744Mevery private fund type, latest filing
2024 PE fund GAV
$173Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-06-19, latest gav Private Equity Fund $347M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 2
Employees
4
Headquarters
Los Angeles, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
Sectors
healthcare
Geography
Global
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
Observed from deals on record
roles
add on 1, unknown 6, platform 1
period
to 2023-12-15, from 2022-03-21, undated holdings 6, dated observations 4
window
last 2023-12-15, first 2022-03-21
control
control 2, unknown 6
companies
8
geography
count 1, share 0.125, value TN
investments
8
seller kinds
transactions
2
cadence by year
2022 other deals 1, 2023 add ons 1
platform add on
add ons 1, platforms 1, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 3, share 0.375, value life sciences, examples AMR Clinical, Clinical Innovations, Wilmington PharmaTech, count 1, share 0.125, value healthcare services, examples KabaFusion, count 1, share 0.125, value software, examples WeInfuse
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.25, value life sciences, examples AMR Clinical, Wilmington PharmaTech, count 1, share 0.125, value medical devices, examples Clinical Innovations, count 1, share 0.125, value home health, examples KabaFusion, count 1, share 0.125, value software, examples WeInfuse

8 companies on the graph (2 transactions); most in life sciences (3); 1 platforms and 1 add-ons; observed 2022 to 2023

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••• C•••••• T•••• S••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$22.3M
as of Jun 19, 2024
no Form DUnknown
O•••• C•••••• D•• S••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$151M
as of Jun 19, 2024
no Form DEarly deployment
C••••••• C•••••• I• L•buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
23 current, 0 former
Managing partner (6)
Board or advisory (2)
Portfolio
8 relationships, 1 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••• H•••••
add-on to T•• A••••••• f•• M••••••••• R•••••••
Add-onactiveDec 15, 2023
transaction announcement
2.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•• A••••••• f•• M••••••••• R•••••••PlatformactiveMar 21, 2022
transaction announcement
4.5 yearsD•••• P• K••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•• C•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Dec 15, 2023Add-on acquisitionA••••••• H•••••Sponsor (derived)c•••••••••.com
Mar 21, 2022Majority recapitalizationT•• A••••••• f•• M••••••••• R•••••••Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
2 relationships
Financial advisers (1)
  • F•••••••• P••••••• 1 shared · one time · last Mar 21, 2022
Legal advisers (1)
  • B••••• S••• 1 shared · one time · last Mar 21, 2022
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
8 most recent
  1. Oct 27, 2025
  2. Oct 21, 2025
  3. Aug 20, 2025
  4. Dec 15, 2023
  5. Sep 1, 2023
  6. Mar 21, 2022
  7. Mar 21, 2022
  8. Feb 2, 2022
Across the graphs

C••••••• C•••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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