Private Equity Intelligence
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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B••• M••••• H••••• L••
Founded 0 Capital Deployed $ 0 M+ Along with Strategic Partners Portfolio Companies 0 A Differentiated Approach to Private Equity At B••• M••••• Partners, we are redefining private equity. Offering flexibility and freedom from traditional fees, our investors enjoy true partnership and the autonomy to choose deals that align with their strategic goals. LEARN ABOUT […]
- 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: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
- Sep 13, 2026Buyout 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
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 10, 2021 to Mar 25, 2024
- RAUM
- $606Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $8.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $8.7Mevery private fund type, latest filing
- 2024 PE fund GAV
- $8.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $8.7M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 9
- Headquarters
- Bethesda, MD
- Office address
- 7920 NORFOLK AVENUE, STE 200, Bethesda, MD, 20814
- Business phone
- 202-213-7885
- 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
- We target investments in established, profitable lower middle market businesses with strong fundamental performance, clear growth paths, and potential to leverage the expertise of our Capital Partners.
- roles
- unknown 11
- period
- to unknown, from unknown, undated holdings 11, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 11
- companies
- 11
- geography
- investments
- 11
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
11 companies on the graph (0 transactions); no dated observations
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• M••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.7M as of Mar 25, 2024 | no Form D | Unknown |
- P•••• A•••• K••••• · Managing Partner · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• S•••• W••••••• · Member · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B••••••• · Member · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• S•••• · Chief Financial Officer And Chief Compliance Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- J•••••• M•••••• F••••• · Managing Partner And Chief Compliance Officer · May 1, 2020 to Jun 13, 2023 Inference
- Sep 17, 2026B••• M••••• Announces Sale of Deerfield Group
- Sep 17, 2026B••• M••••• Announces Acquisition of Teletrac Navman
- Sep 17, 2026B••• M••••• Partners AI Investment Platform Closes First Investment in Ethermed
- Nov 10, 2021B••• M••••• H••••• L•• first filed Form ADV in the extract (IA)
B••• M••••• H••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
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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