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A••••••• P•••••• G••••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Larkspur, CAa•••••••••.com

••• Locked

Regulatory AUM
$1.3B
Form ADV
PE fund assets
$532M
Form ADV
PE funds
4
Form ADV
Investments held
3 of 15
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (31)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 · 3 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.53bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
Classification history (3)
  1. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    a•••••••••.com
  2. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    a•••••••••.com
  3. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 3, 2020 to Mar 23, 2026
RAUM
$1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$532Mreported gross assets (Form ADV), not fund size
All private fund GAV
$676Mevery private fund type, latest filing
2024 PE fund GAV
$532Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-02, latest gav Private Equity Fund $532M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
23
Headquarters
Larkspur, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
15 observed deals
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
••• Locked
Observed from deals on record
roles
unknown 14, platform 1
period
to 2026-04-02, from 2020-01-01, undated holdings 13, dated observations 3
window
last 2026-04-02, first 2026-04-02
control
control 1, unknown 14
companies
15
geography
investments
15
seller kinds
transactions
1
cadence by year
2026 platforms 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
7
disclosed value usd
n 0
sector distribution
count 4, share 0.267, value industrial manufacturing, examples XLR8 EMS, SoFlo Customs, Media One, ServerLIFT, count 1, share 0.067, value consumer services, examples Gym Launch, Prestige Labs, and GymOwners.com, count 1, share 0.067, value software, examples Fresche Solutions, count 1, share 0.067, value education, examples C.F. Stinson
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.067, value electronics manufacturing, examples XLR8 EMS, count 1, share 0.067, value miscellaneous manufacturing, examples SoFlo Customs, count 1, share 0.067, value fitness recreation, examples Gym Launch, Prestige Labs, and GymOwners.com, count 1, share 0.067, value software, examples Fresche Solutions, count 1, share 0.067, value printing, examples Media One, count 1, share 0.067, value machinery manufacturing, examples ServerLIFT, count 1, share 0.067, value education, examples C.F. Stinson

15 companies on the graph (1 transactions); most in industrial manufacturing (4); 1 platforms and 0 add-ons; observed 2020 to 2026

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• P•••••• G•••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$86.5M
as of May 2, 2024
no Form DUnknown
A••••••• P•••••• G•••• F••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$24.9M
as of May 2, 2024
no Form DUnknown
A••••••• P•••••• G•••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$335M
as of May 2, 2024
no Form DActive deployment
A••••••• P•••••• G•••• F••• I••• L•••
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$85.7M
as of May 2, 2024
no Form DActive deployment
Team
31 current, 0 former
Operating partner (5)
Business development (2)
Investor relations (1)
Portfolio
15 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
D••••••PlatformactiveApr 2, 2026
transaction announcement
6 monthsF••••• P•••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• D•••Role unknownactiveJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• A••• P••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• A••••• N••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• S••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••• S••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•• L•••••• P••••••• L•••• a•• G•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• O••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• V••••• • C••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••Role unknownexited
exited Sep 1, 2026
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• P••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••• C••••••• H•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
X••• E••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Sep 1, 2026Add-on acquisitionS•••••••••Seller (confirmed)a•••••••••.com
Apr 2, 2026Platform acquisitionD••••••Sponsor (confirmed)a•••••••••.com
Placement agents, lenders, advisers and co-investors
4 relationships
Financial advisers (2)
  • N•••• P•••• 1 shared · one time · last Apr 2, 2026
  • S•••••• P••••••• 1 shared · one time · last Apr 2, 2026
Legal advisers (2)
  • J•••• D•• 1 shared · one time · last Apr 2, 2026
  • W•••••• F••• • G•••••••• L•• 1 shared · one time · last Apr 2, 2026
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
6 most recent
  1. Sep 1, 2026
  2. Jul 8, 2026
  3. Apr 3, 2026
  4. Apr 2, 2026
  5. Mar 19, 2026
  6. Jan 3, 2020
Across the graphs

A••••••• P•••••• G•••• 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.

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