Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / T•••••• M••••••••• L••

T•••••• M••••••••• L••

Buyout firm · probableLower middle marketNew York, NYt••••••.coSEC exempt reporting adviser

Reimagining Private Equity andSmall Business Investing T•••••• uses data and technology to invest in small businesses and provide equitable access to the American Dream Learn More T••••••’s unique data-driven approach finds opportunities in small businesses that others have overlooked U.S. small businesses represent $8 trillion in untapped institutional investment T•••••• uses proprietary technology as part […]

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 1 of 1 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: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-02-07
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Apr 30, 2022 to Feb 7, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$113Mreported gross assets (Form ADV), not fund size
All private fund GAV
$113Mevery private fund type, latest filing
2024 PE fund GAV
$113Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-02-07, latest gav Private Equity Fund $113M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
unknown
Headquarters
New York, NY
Office address
261 FIFTH AVENUE, SUITE 2202, New York, NY, 10016
Business phone
202-361-0988
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
technology
Geography
not stated or not yet read
Revenue
$10.0M to $100M
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
T•••••• uses data and technology to invest in small businesses and provide equitable access to the American Dream
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
2
disclosed value usd
n 0
sector distribution
count 1, share 0.333, value business services, examples Investor relations, count 1, share 0.333, value industrial manufacturing, examples EXCEL INTERIOR DOOR
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.333, value advertising marketing, examples Investor relations, count 1, share 0.333, value miscellaneous manufacturing, examples EXCEL INTERIOR DOOR

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

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•••••• A••••••• D••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$113M
as of Feb 7, 2024
no Form DEarly deployment
Team
6 current, 1 former
1 former (kept with end dates)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
E•••• I••••••• D•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• r••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• T•••Role unknownactiveunknownunknownunknownFact 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
1 disclosed
Events
4 most recent
  1. Mar 31, 2026
    T•••••• M••••••••• L••: Private Equity Funds on Form ADV 1 (2024 extract) -> 2 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 2, 2025
    T•••••• Invests in Leading School Meal Provider, The LunchMaster, in Partnership with SagePath; Appoints David De Souza as CEO
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Dec 10, 2024
    Priority Courier Experts Acquires Now Courier to Expand Footprint in Indiana Region
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Apr 30, 2022
    T•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

T•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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