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P•• A•••••••• L••

CandidateClassification candidateunsizedSEC registered investment adviser· West Conshohocken, PA

••• Locked

Regulatory AUM
$4.8B
Form ADV
PE funds
0
Form ADV
LP commitments listFind similar buyers
More
Funds and vehiclesTeam (3)Transactions
As of · identity and classification; each section below carries its own date

What matters now

  1. Form D
    new offering

    Filed a Form D on 31 Aug 2026, the first public sign that a vehicle is taking commitments.

    A vehicle in market is when LPs and placement agents can still get in.

    FactSEC Form DFor LPs, placement agentsFund families →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisCandidate · 2 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
Admitted on 1 Private Equity Fund(s) among 141 vehicles; no rule fired
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
  1. Sep 23, 2026
    Candidate (candidate, 40%)
    Admitted on 1 Private Equity Fund(s) among 141 vehicles; no rule fired
  2. Sep 13, 2026
    Fund of funds (probable, 75%)
    3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $4.8B · 0 PE funds · filed Mar 23, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Nov 8, 2011 to Mar 23, 2026
RAUM
$4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$4.6Bevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
1%
Fund type mix
  • Other private fund: 119 funds, $4.6B reported gross assets, 139 ever reported
  • Real estate fund: 1 ever reported
  • Private equity fund: 1 ever reported
Form ADV filed Mar 23, 2026
Employees
35
Headquarters
West Conshohocken, PA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShow
Stated by the firm
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
not stated or not yet read
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
53 families, 54 vehicles on record, 1 more on the reporting tape

48 smaller families are in the full list of vehicles.

View all 54 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••••• F••• I• L•buyout or unlabelled2026
Form D first sale
unknownno reporting$10.3MFundraising
K•• D••••••••• A•••• F••• L•buyout or unlabelled2026
Form D first sale
unknownno reporting$26.7MFundraising
S•• S•••••••• I••••• F••• L•Credit fund2025
Form D first sale
unknownno reporting$20.4MFundraising
D•••••• S•••• L••buyout or unlabelled2025
Form D first sale
unknownno reporting$13.2MFundraising
P•• N••••••• I••••• I• A••••• F••• L•Fund of funds2025
Form D first sale
unknownno reporting$9.9MFundraising
U• R••••••••• D••••••••• F••• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$19.0MFundraising
P•• C•••••• D••••••• M••••••••• D••••• V• A••••• F••• L•Fund of funds2025
Form D first sale
unknownno reporting$3.5MFundraising
P•• P••• V••••• A••••• F••• L•Fund of funds2025
Form D first sale
unknownno reporting$13.3MFundraising
G•• A• D••• F••••• F••• L•Credit fund2025
Form D first sale
unknownno reporting$61.3MFundraising
L••••••••• I••••••••• F••• I• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$9.5MFundraising
T•• A••••••••• G••••• S•••••••• L•Growth fund2025
Form D first sale
unknownno reporting$58.6MFundraising
M••••• I••••• B••••• F••• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$37.5MFundraising
L•••••• P••• 2••• F••• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$96.2MFundraising
I••••••••• S•••••••• T••••• C••••• 2••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$57.4MFundraising
S••••••••• I••••• F••• I•• L•Credit fund2024
Form D first sale
unknownno reporting$13.7MFundraising
O•••••• R•••••• • C••••• O••••••••• A••••• F••• V• L•Fund of funds2024
Form D first sale
unknownno reporting$36.5MFundraising
T• P•••••• M••••• O••••••••• F••• L•buyout or unlabelled2024
Form D first sale
unknownno reporting$81.5MFundraising
P•••••••• P•••••• L•••••• F••• L•Credit fund2024
Form D first sale
unknownno reporting$23.8MFundraising
L•••••• P••• 2••• F••• L•buyout or unlabelled2024
Form D first sale
unknownno reporting$28.9MUnknown
E•••• E••••• 2••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$41.1MUnknown
I••••••••• S•••••••• R••• E••••• 2••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$49.9MFundraising
B•••••• U•••• R••• E••••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$53.8MFundraising
H••• F••• I• A••••• F•••• L•Fund of funds2024
Form D first sale
unknownno reporting$35.8MFundraising
M••••• S••••••••• T••••••••• F••• L•buyout or unlabelled2024
Form D first sale
unknownno reporting$10.4MFundraising
K••••••• P•••••• M•••••• F••• 2••• L•buyout or unlabelled2024
Form D first sale
unknownno reporting$22.5MFundraising
I••••••••• S•••••••• S•••• V••••••• 2••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$42.3MFundraising
I••••••••• S•••••••• A••••••••• 2••• A••••• F••• L•Fund of funds2024
Form D first sale
unknownno reporting$18.9MFundraising
A•••• A••••• S••••• L• • P•••••• E••••• A••••• • S••••••••• F••• I•Secondaries fund2023
Form D first sale
unknownno reporting$131MFundraising
I••••••••• S•••••••• C••••••••• 2••• A••••• F••• L•Fund of funds2023
Form D first sale
unknownno reporting$60.1MUnknown
U• A••••••••• H•••••• F••• 1• L•Real estate fund2023
Form D first sale
unknownno reporting$12.0MUnknown
L•••••• P••• 2••• F••• L•buyout or unlabelled2023
Form D first sale
unknownno reporting$21.6MUnknown
R••••• P•••••••• F••• L•buyout or unlabelled2023
Form D first sale
unknownno reporting$120MFundraising
G• F•••••• F•••• L•buyout or unlabelled2021
Form D first sale
unknownno reporting$10.1MFundraising
C•••••• P••• O••••••••• F••• 2•••• L•buyout or unlabelled2021
Form D first sale
unknownno reporting$53.1MUnknown
P•• H• F••• S••••• L• • T•••• G••••• L••• O••••••••• S•••••buyout or unlabelled2021
Form D first sale
unknownno reporting$28.7MFundraising
P•• M••••••••• 2••• A••••• L•buyout or unlabelled2021
Form D first sale
unknownno reporting$122MFundraising
P•• M••••••••• 2••• O••••••• A••••• F•••Fund of funds2021
Form D first sale
unknownno reporting$46.7MFundraising
R••• E••••• S••••• L••• A••••• F••• 3• L•Fund of funds2021
Form D first sale
unknownno reporting$43.1MUnknown
A•••• T••• I• A••••• F••• L•Fund of funds2020
Form D first sale
unknownno reporting$4.8MUnknown
T•••••••• I••••• L•buyout or unlabelled2020
Form D first sale
unknownno reporting$47.5MFundraising
P••• M••••••••• I• A••••• F••• L•Fund of funds2020
Form D first sale
unknownno reporting$13.9MUnknown
E•••••••• A••••••••• I••••• F•••• L•Credit fund2018
Form D first sale
unknownno reporting$28.9MFundraising
3•• E••••• O••••••••• F••• L•
ADV: Private Equity Fund
Fund of funds2016
first reported on Form ADV
$14.0M
as of Mar 15, 2019
no Form DWound down
T•• P•••••• S••••• P••••••• F•••• L•
ADV: Other Private Fund
Fund of funds2015
first reported on Form ADV
$52.0M
as of Mar 23, 2026
no Form DMature
K••••••• A•• F••• I•• L•
ADV: Other Private Fund
buyout or unlabelled2015
first reported on Form ADV
$34.6M
as of Mar 28, 2024
no Form DMature
P•• I••••••• P•••••• E••••• A••••• F••• I• L•Fund of fundsunknownunknownno reporting$0Fundraising
S• C•••••• S••••••••• N•••• F••• I• L•buyout or unlabelledunknownunknownno reporting$0Fundraising
P••• M••••••••• I•• A••••• F••• L•Fund of fundsunknownunknownno reporting$0Unknown
P•• A••••• F••• • F••••••• L•••••• F••• I• •• L•Fund of fundsunknownunknownno reporting$0Unknown
H•• O••••••••• F••• L•buyout or unlabelledunknownunknownno reporting$0Fundraising
P•• A••••• F••• • F••••••• C••••• O••••••••• F••• V• E•••••••• L•Fund of fundsunknownunknownno reporting$0Unknown
P•• S•••••••• V•••• S•••••• S••••••••• V• A••••• F••• L•Fund of fundsunknownunknownno reporting$0Fundraising
M•• P•••••• R••• E••••• F••• I• L•Real estate fundunknownunknownno reporting$0Fundraising
T• A••••••••• X•• A••••• F•••Fund of fundsunknownunknownno reporting$0Unknown
Gross assets by year from the annual reporting tape1 more fund, not yet on the fund tableShow

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.

FundType (ADV)YearsPathLatest reported GAVSource
G• O••••••••• I• P•••••• F••• L•Other Private Fund2026 to 2026
$20.0M
filed Mar 23, 2026
reports.adviserinfo.sec.gov
Team
3 current, 7 former
Full team · 3 peoplegrouped by role, with sources
Partner (1)
Platform (2)
7 former (kept with end dates)
Deals
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • A•••• W••••• M••••••••• L•• 1 shared · one time · last Feb 21, 2024
LP commitments
0 LPs, 0 disclosed commitments
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. Nov 8, 2011
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

P•• A•••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1

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…

Not yet on record: PE fund assets, investments held, deals, last 12 months.