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 / M••••• A•••••••• L••

M••••• A•••••••• L••

Fund of funds · probableLower middle marketNeedham, MAm•••••••••.comSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2022-03-23
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Mar 23, 2022
RAUM
$147Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$84.0Mreported gross assets (Form ADV), not fund size
All private fund GAV
$84.0Mevery 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
100%
Fund type mix
filed 2022-03-23, latest gav Private Equity Fund $84.0M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 4
Employees
5
Headquarters
Needham, MA
Office address
117 KENDRICK STREET, SUITE 300, Needham, MA, 02494
Business phone
617-426-4610
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
United States
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 specialize in delivering access to growth-oriented private fund managers through a series of funds of funds and direct co-investments.
Observed from deals on record
roles
unknown 6
period
to unknown, from unknown, undated holdings 6, dated observations 0
window
last unknown, first unknown
control
unknown 6
companies
6
geography
investments
6
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

6 companies on the graph (0 transactions); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••• A••••••• 2••• C••••••••• F•••• L•••
ADV: Private Equity Fund
Fund of funds2012
year in the fund name
$44.8M
as of Mar 23, 2022
no Form DEarly deployment
M••••• A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2012
year in the fund name
$37.4M
as of Oct 15, 2020
no Form DWound down
M••••• A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2009
year in the fund name
$52.8M
as of Oct 15, 2020
no Form DWound down
M••••• A••••••• 2••• C••••••••• F•••• L•••
ADV: Private Equity Fund
Fund of funds2009
year in the fund name
$39.2M
as of Mar 23, 2022
no Form DUnknown
Team
4 current, 1 former
1 former (kept with end dates)
Portfolio
6 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
M••••• A••••••• a•• U••• m••• a• g•••• t•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• A••••••• a•• U•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• A••••••• a•• V•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• A••••••• l•••• S••••• a• o•• o• i•• c••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••• H••••••••• S•••••••• t••••• w••• M••••• A•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••• P•••• D••••••• t••••• w••• M••••• A•••••••Role unknownunknownunknownunknownunknownFact 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
3 relationships
Placement agents (3)
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
3 most recent
  1. Sep 1, 2026
    Adviser CRD 144644 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Sep 11, 2017
    Giorgio Natili joins M•••••’s advisory team
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 28, 2012
    M••••• A•••••••• 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

M••••• A•••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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