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Firms / A•••••• M••••••••• L•••

A•••••• M••••••••• L•••

Hybrid manager · probableunsizedBryn Mawr, PAa••••••.comSEC registered investment adviser

A•••••• - Our approach is long-term, strategic and patient. We are committed to true partnership every step of the way.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 2 distinct vehicles; hedge, securitized or liquidity vehicles 2
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 0 of 2 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 30, 2015 to Mar 29, 2024
RAUM
$7.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$8.3Bevery 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
0%
Fund type mix
filed 2024-03-29, latest gav Hedge Fund $8.3B, latest counts Hedge Fund 2, lifetime distinct Hedge Fund 2
Employees
32
Headquarters
Bryn Mawr, PA
Office address
40 MORRIS AVENUE, Bryn Mawr, PA, 19010
Business phone
484-381-4144
Stated criteria beside observed behaviour
2 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
not stated or not yet read
Observed from deals on record
roles
unknown 1, minority 1
period
to 2023-08-16, from 2022-04-04, undated holdings 0, dated observations 4
window
last 2023-08-16, first 2022-04-04
control
unknown 1, minority 1
companies
2
geography
investments
2
seller kinds
transactions
2
cadence by year
2022 other deals 1, 2023 other deals 1
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value software, examples Antares Audio Technologies
holding period years
n 0
repeat counterparties
role legal adviser, shared 2, entity id a68d2839-e733-4ab6-874d-f7c198c1c830
subsector distribution
count 1, share unknown, value software, examples Antares Audio Technologies

2 companies on the graph (2 transactions); most in software (1); observed 2022 to 2023

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••••• G••••• I•••
ADV: Hedge Fund
buyout or unlabelled2016
first reported on Form ADV
$7.3B
as of Mar 29, 2024
no Form DUnknown
Team
31 current, 1 former
Partner (7)
Associate (6)
Platform (10)
1 former (kept with end dates)
Portfolio
2 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••••• A•••• T•••••••••MinorityactiveAug 16, 2023
transaction announcement
3.1 yearsA••• E•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B•••• 2•Role unknownactiveApr 4, 2022
transaction announcement
4.5 yearsM•••••• A•••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Aug 16, 2023Minority investmentA•••••• A•••• T•••••••••Sponsor (confirmed)prnewswire.com
Apr 4, 2022Growth investmentB•••• 2•Sponsor (confirmed)globenewswire.com
Placement agents, lenders, advisers and co-investors
6 relationships
Financial advisers (3)
  • L••••• 1 shared · one time · last Aug 16, 2023
  • M••••• S•••••• • C•• L•• 1 shared · one time · last Apr 4, 2022
  • M••••• • C•••••• L•• 1 shared · one time · last Apr 4, 2022
Legal advisers (3)
  • D•••• P••• • W••••••• L•• 2 shared · recurring · last Aug 16, 2023
  • B•••• • S••• 1 shared · one time · last Apr 4, 2022
  • M•••••• • F••• L•• 1 shared · one time · last Apr 4, 2022
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
10 most recent
  1. Dec 15, 2023
    Press Releases December 15, 2023 V Sports Announces Investment from A••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 16, 2023
    A•••••• A•••• T•••••••••, creator of the world-famous Auto-Tune® software suite, announces completion of minority investment by A••••••
    Growth investmentFactA•••••• A•••• T•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  3. Aug 16, 2023
    Press Releases August 16, 2023 A•••••• A•••• T•••••••••, creator of the world-famous Auto-Tune® software suite, announces completion of minority investment by A••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Mar 6, 2023
    Press Releases March 6, 2023 LifeLabs Learning Partners with A••••••, Accelerating LifeLabs’ Position as a Market Leader in High-impact Learning & Development Programming
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jun 16, 2022
    Press Releases June 16, 2022 Ryman Hospitality Properties, Inc. Announces Close of Strategic Investment in Opry Entertainment Group by A•••••• and NBCUniversal
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Apr 4, 2022
    Ryman Hospitality Properties, Inc. Announces Strategic Investment in Opry Entertainment Group by A•••••• and NBCUniversal
    Growth investmentFactB•••• 2•Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  7. Apr 4, 2022
    Press Releases April 4, 2022 Ryman Hospitality Properties, Inc. Announces Strategic Investment in Opry Entertainment Group by A•••••• and NBCUniversal
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Jul 1, 2021
    Press Releases July 1, 2021 Bowlero, World’s Largest Owner and Operator of Bowling Centers and Owner of the Professional Bowlers Association, to List on NYSE Through Merger With Isos Acquisition Corporation
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. May 17, 2021
    Press Releases May 17, 2021 Clarivate to Acquire ProQuest, Creating a Leading Global Provider of Mission Critical Information and Data-Driven Solutions for Science and Research
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Oct 30, 2015
    A•••••• 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

A•••••• M••••••••• 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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