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M•••••••• M••••••••• C•••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· USf••••••.com

••• Locked

Regulatory AUM
$622M
Form ADV
PE fund assets
$395M
Form ADV
PE funds
4
Form ADV
Investments held
0 of 3
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (14)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: $0.40bn Private Equity Fund GAV on the Form ADV filed 2024-10-14
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
Sep 15, 2021 to May 5, 2026
RAUM
$622Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$395Mreported gross assets (Form ADV), not fund size
All private fund GAV
$298Mevery private fund type, latest filing
2024 PE fund GAV
$395Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-10-14, latest gav Private Equity Fund $395M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
7
Business phone
••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
industrials, technology, manufacturing, software
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$10.0M to $50.0M
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
unknown 3
period
to unknown, from unknown, undated holdings 3, dated observations 0
window
last unknown, first unknown
control
unknown 3
companies
3
geography
investments
3
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.333, value industrial manufacturing, examples Wincore Windows and Doors
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.333, value miscellaneous manufacturing, examples Wincore Windows and Doors

3 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F•••••• E•••••• I••••••• O••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$54.0M
as of Oct 14, 2024
no Form DUnknown
F•••••• A•• A••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$341M
as of Oct 14, 2024
no Form DEarly deployment
Team
14 current, 0 former
Managing partner (6)
Platform (5)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••••••• D•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• W•••••• a•• D••••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
10 most recent
  1. May 5, 2026
  2. Mar 10, 2025
  3. Jan 6, 2025
  4. Sep 27, 2024
  5. Mar 1, 2024
  6. Jun 5, 2023
  7. Nov 16, 2022
  8. Oct 3, 2022
  9. Jun 29, 2022
  10. Sep 15, 2021
Across the graphs

M•••••••• M••••••••• C•••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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