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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
F•• C•••• I••••••••• P•••••••• L••
- 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: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-07-08
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 28, 2022 to Jul 8, 2024
- RAUM
- $14.5Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $9.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $28.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- $9.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-07-08, latest gav Other Private Fund $19.9M, Private Equity Fund $9.1M, latest counts Other Private Fund 2, Private Equity Fund 2, lifetime distinct Other Private Fund 2, Private Equity Fund 2
- Employees
- 13
- Headquarters
- Cincinnati, OH
- Office address
- 201 EAST FIFTH ST., SUITE 1600, Cincinnati, OH, 45202
- Business phone
- 513-977-4400
- 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
- not stated or not yet read
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••• • R••••• I• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $5.8M as of Jul 8, 2024 | no Form D | Unknown | |
| C•••• • S•• C••• P•••••• C•••••• • T•••••• S••••• ADV: Other P•••••• Fund | Fund of funds | 2024 first reported on Form ADV | $5.4M as of Jul 8, 2024 | no Form D | Unknown | |
| C•••• • R••••• I• • T• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $3.3M as of Jul 8, 2024 | no Form D | Unknown | |
| C•••• S•••••• L••• ADV: Other P•••••• Fund | Fund of funds | unknown | $14.5M as of Jul 8, 2024 | no Form D | Unknown |
- J•••• P•••••• R••••• · President · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• A••••• B••••• · Senior Vice President, Head Of Investments · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• A••• L•••••• · Executive Vice President · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• S•••• K•••••• · Executive Vice President · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• G••••• G••••• · Executive Vice President · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• L•••• F•••• · Chief Operating Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• B• T•••••••• · Assistant Secretary · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• F•••••• L••••••• · Secretary · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• T•••••• T••••• · Chief Compliance Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• K•••• · Treasurer & Chief Financial Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• R•••••• S••••••• · Chief Development Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Jul 31, 2026F•• C•••• I••••••••• P•••••••• L••: P•••••• Equity Funds on Form ADV 2 (2024 extract) -> 11 (roster 2026-09-01)
- Oct 28, 2022F•• C•••• I••••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
F•• C•••• I••••••••• P•••••••• 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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