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F•••• I••••••••• A•••••••• L••
••• Locked
- Regulatory AUM
- $1.4B
- PE fund assets
- $12.4M
- PE funds
- 1
- Investments held
- 40 of 100
Nothing material in the last 180 days. Last change: 13 May 2025, Filed a Form D on 13 May 2025, the first public sign that a vehicle is taking commitments.
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-07-12
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%)1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.4B · 1 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Mar 30, 2026
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $12.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $119Mevery private fund type, latest filing
- 2024 PE fund GAV
- $12.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- Other private fund: 1 fund, $107M reported gross assets
- Private equity fund: 1 fund, $12.4M reported gross assets
- Employees
- 34
- Headquarters
- Evanston, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 100 observed dealsShowHide
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $3.0M
- 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
- On record
- 100 companies, 100 holdings
- Most deals
- Software (19 of 100, e.g. Hoonuit and Choice Merchant Solutions), industrial manufacturing (5 of 100), consumer services (1 of 100) and 4 more
- Subsectors
- Software (19 of 100), miscellaneous manufacturing (3 of 100), chemical manufacturing (1 of 100), printing (1 of 100) and 4 more
- Deal roles
- 100 with role not stated
- Control
- 100 not stated
- Where
- Fl (2 of 100), ut (1 of 100), ma (1 of 100)
100 companies on the graph (0 transactions); most in software (19); no dated observations
F•••• C••••• O••••••••• L••• · 1 vehicle · vintage 2023$107M
- F•••• C••••• O••••••••• L••• Credit fund · 2023$107M
F•••• E••••• O••••••••• F•••• L••• · 1 vehicle · vintage 2017$12.4M
- F•••• E••••• O••••••••• F•••• L••• buyout or unlabelled · 2017$12.4M
F•••• E••••• F••• I• L••• · 1 vehicle · vintage 2020no GAV reported
- F•••• E••••• F••• I• L••• buyout or unlabelled · 2020
F•••• E••••• O••••••••• G•• L•• · 1 vehicle · vintage 2017no GAV reported
- F•••• E••••• O••••••••• G•• L•• buyout or unlabelled · 2017
View all 4 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••• C••••• O••••••••• L••• ADV: Other Private Fund | Credit fund | 2023 Form D first sale | $107M as of Mar 30, 2026 | $75.3M | Active deployment | |
| F•••• E••••• F••• I• L••• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | no Form D | Unknown |
| F•••• E••••• O••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $12.4M as of Mar 30, 2026 | no Form D | Harvest | |
| F•••• E••••• O••••••••• G•• L•• | buyout or unlabelled | 2017 Form D first sale | unknown | no reporting | no Form D | Unknown |
- Chief E•••••••• Officer & Investment Committee Chair
- Managing Director & Investment Committee Member
- Managing Director
- Managing Director
- Managing Director
Full team · 22 peoplegrouped by role, with sources
- E• R••• · Chief E•••••••• Officer & Investment Committee Chair · start date unknown Firm website
- A••• W•••• · Managing Director & Investment Committee Member · start date unknown Firm website
- B•••• D•••• · Managing Director · start date unknown Firm website
- C•••• P••••••• · Managing Director · start date unknown Firm website
- C••••• H•••••• · Managing Director · start date unknown Firm website
- M••• C••••••••• · Managing Director · start date unknown Firm website
- R••••• L••••• · Managing Director & Investment Committee Member · start date unknown Firm website
- R••••• R••••••• · Managing Director · start date unknown Firm website
- T•• L•••• · Managing Director & Investment Committee Member · start date unknown Firm website
- W••• B•••• · Managing Director · start date unknown Firm website
- E••••• H••••••• R••• · Manager · since May 1, 2015 Form ADV
- J•• C• S••••••••• · Manager · since Jun 1, 2022 Form ADV
- J••• H••••••• G•••• · Manager · since May 1, 2015 Form ADV Firm website
- J••• J••••• R••• · Manager · since May 1, 2015 Form ADV Firm website
- L•• J• S••••••••• · Manager · since Nov 1, 2019 Form ADV
- M••• J• S••••••••• · Manager · since Jun 1, 2022 Form ADV
- T••••• C•••••• L•••• · Manager · since May 1, 2015 Form ADV
- W•••••• A••••• W•••• · Manager · since May 1, 2015 Form ADV
- M••• M••••• · Managing Director, Head of B••••••• Development & Investment Committee Member · start date unknown Firm website
- D•••• P• L••• · Chief Compliance Officer And Assistant Secretary · since Aug 1, 2015 Form ADV
- J••• M•••••• H•••••• · Chief Operating Officer, Chief Legal Officer, Vice President, Assistant Secretary, Assistant Treasurer · since Aug 1, 2023 Form ADV Firm website
- S••••• E•••••••• S•••••• · Chief Financial Officer, Vice President, Treasurer And Secretary · since Dec 1, 2017 Form ADV Firm website
3 former (kept with end dates)
- B•••••• B•••• C•••• · Manager · Mar 1, 2011 to Jun 25, 2013 Inference
- C••• L••• S••••••• · Chief Financial Officer, Chief Compliance Officer, Assistant Secretary And Manager · Mar 1, 2011 to Sep 26, 2014 Inference
- W•••••• S••••• M••••• · Chief Compliance Officer · Aug 1, 2014 to Sep 8, 2015 Inference
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | B••••••• M••••••• • P••• C•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• R•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• I••••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••••• P••••••• • C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
All 100 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | B••••••• M••••••• • P••• C•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• R•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• I••••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••••• P••••••• • C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•• G•••• H••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H••••• D•••••• T••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••• 1•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••• • W•••••• L•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•••••••• S••••• P••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•••• A••••••••• S••••••• P••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••• S•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F•••• M••••••••• I••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D••••• H••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | D••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••• M••••••• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | 1•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••••• L•• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••• T••••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•• S•••••••• H••••••• ••• C•• T••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••••• A•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• P••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•• O•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G••••• P••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••••• B•• L•••• H••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••• S•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••• M••••••••• C••••••• I••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H•••• T••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H••••••• H••••• C••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | J•••• A•• H••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• P•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G••••• O••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••••• P••••••• A••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••• M•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••• R••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• A••••••••• M••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• B•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B••••• F•••••• •••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | e••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C• C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••• T••••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••••• P•••••••• P•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | I•• H•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••••••• W•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I•• A••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• L•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• T••••••••• • P••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | I••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••• • G•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | I••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I•••••• T••••••••• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•• I••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• I••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••• D••• C••••••••• • U••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H••••••••• D••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••• M••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••• F•••••••• R••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••• B•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••• B••••••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••• C•••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•• B•• M••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••• M•••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••• T••••••••• G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••••• G••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••• D••••••• F•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I•••••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••• B••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G••••••••• C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••• F••• S••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••••••• C••• F•••• P•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• L•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H•• P••••••••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••••• R••••••• a•• T•••••••• C••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••• T••••••• L••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | H•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••••• • I••••••••• H•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F•• P•••••••• P••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•• C••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G••••••• Q•••••• T••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
- V•••••••• T••••••••• L••• 1 shared · one time · last Jan 1, 2024
- Mar 28, 2012••• Locked
F•••• I••••••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
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: deals, last 12 months.