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 / A••••••• H••••••• M••••••••• L••

A••••••• H••••••• M••••••••• L••

Buyout firm · probableMiddle marketNew York, NYa•••••••••.comSEC registered investment adviser

A••••••• is a private investment company built to identify, invest in, and partner with high-potential companies. Learn more on how A••••••• can help you.

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn P•••••• Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 28, 2020 to Mar 29, 2024
RAUM
$1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$1.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.0Bevery private fund type, latest filing
2024 PE fund GAV
$561Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $1.0B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
30
Headquarters
New York, NY
Office address
40 10TH AVENUE, 6TH FLOOR, New York, NY, 10014-1101
Business phone
212-720-1000
Stated criteria beside observed behaviour
5 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
A••••••• Insurance acquires and operates companies providing retirement income and reinsurance solutions for millions of people.
Observed from deals on record
roles
unknown 4, platform 2
period
to 2025-11-06, from 2025-11-06, undated holdings 4, dated observations 4
window
last 2025-11-06, first 2025-11-06
control
control 2, unknown 4
companies
5
geography
count 1, share 0.2, value NC
investments
6
seller kinds
transactions
2
cadence by year
2025 platforms 2
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
role buy side adviser, shared 2, entity id 6f7819d5-57b6-429a-8369-cef257491395, role legal adviser, shared 2, entity id e29879e7-a6d2-4fcf-a98a-e8b7b5296482, role legal adviser, shared 2, entity id e0b52d27-e3bc-40ee-ac24-608a0376664d
subsector distribution

5 companies on the graph (2 transactions); 2 platforms and 0 add-ons; observed 2025 to 2025

Funds
1 on record, 3 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• H••••••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$561M
as of Mar 29, 2024
no Form DEarly deployment
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
A••••••• H••••••• I•• L•••P•••••• Equity Fund2020 to 2024
$281M
filed Mar 29, 2024
adviserinfo.sec.gov
A••••••• H••••••• I• L•••P•••••• Equity Fund2020 to 2024
$169M
filed Mar 29, 2024
adviserinfo.sec.gov
A••••••• H••••••• I• L•••P•••••• Equity Fund2020 to 2024
$7.0M
filed Mar 29, 2024
adviserinfo.sec.gov
Team
24 current, 0 former
Partner (10)
Other (1)
Portfolio
6 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B••••••••• F••••••••PlatformactiveNov 6, 2025
transaction announcement
11 monthsR••• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B••••••••• F••••••••PlatformactiveNov 6, 2025
transaction announcement
11 monthsR••• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• L••••• C•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• P•••••• C•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• R••• E••••• P•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• O•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Nov 6, 2025Platform acquisitionB••••••••• F••••••••Sponsor (confirmed)a•••••••••.com
Nov 6, 2025Platform acquisitionB••••••••• F••••••••Sponsor (confirmed)a•••••••••.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
  • R•••••• B• L•• 1 shared · one time · last Jan 1, 2023
Financial advisers (1)
  • R•• C•••••• M••••••• L•• 2 shared · recurring · last Nov 6, 2025
Legal advisers (2)
  • D•••••••• • P••••••• 2 shared · recurring · last Nov 6, 2025
  • M•••••• • F••• L•• 2 shared · recurring · last Nov 6, 2025
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
8 most recent
  1. May 12, 2026
    A••••••• H••••••• M••••••••• L••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Apr 30, 2026
    Investors Heritage Promotes Anna Reynolds to Senior Vice President and General Counsel
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 17, 2026
    Investors Heritage Promotes A••••• Moore to Executive Vice President; Names Him CEO of Via Management Solutions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Feb 4, 2026
    Somerset Re Appoints New Chief Financial Officer and Chief Legal Officer as Firm Builds on Record-Setting Year
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Nov 6, 2025
    A••••••• Capital to Acquire B••••••••• F••••••••
    Platform investmentFactB••••••••• F••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  6. Nov 6, 2025
    A••••••• Capital to Acquire B••••••••• F••••••••
    Platform investmentFactB••••••••• F••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  7. Nov 6, 2025
    A••••••• Capital to Acquire B••••••••• F••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Sep 28, 2020
    A••••••• H••••••• 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••••••• H••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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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