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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S••••• F••• M••••••• L••
Explore income funds, REITs, Opportunity Zone and Rescue Funds at S••••• Capital, Portland, Oregon. Your trusted partner in real estate investing and finance.
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 4 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-09-20
- Strategies
- SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 4 vehicles; no rule fired
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 20, 2021 to Sep 20, 2024
- RAUM
- $196Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $10.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $22.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- $10.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 25%
- Fund type mix
- filed 2024-09-20, latest gav Real Estate Fund $12.6M, Private Equity Fund $10.3M, latest counts Real Estate Fund 3, Private Equity Fund 1, lifetime distinct Real Estate Fund 3, Private Equity Fund 1
- Employees
- 12
- Headquarters
- Portland, OR
- Office address
- 240 SE 2ND AVENUE, SUITE 200, Portland, OR, 97214
- Business phone
- 503-512-5432
- Sectors
- real estate, consumer, hospitality leisure
- 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
- Following our successful private lending fund footprint, S••••• invests in the Western US with a focus on the Northwest.
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 |
|---|---|---|---|---|---|---|
| S••••• R••••• F•••• L•• ADV: Private Equity Fund | Special situations fund | unknown | $10.3M as of Sep 20, 2024 | no Form D | Unknown |
- R••••• J••• K••••• · Chief Compliance Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• P••• B••••••• · Beneficiary · since Nov 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- J•••• A••• B•••• · Managing Director, Chief Compliance Officer · Jan 1, 2017 to May 6, 2024 Inference
- K••••••• M•••• R•••••• · Chief Compliance Officer / Senior Vice President Of O••••••••• · Apr 1, 2024 to Sep 6, 2024 Inference
- Dec 20, 2021S••••• F••• M••••••• L•• first filed Form ADV in the extract (IA)
S••••• F••• M••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
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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