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C••••• C••••••• L••

Growth equityClassification probableLower middle marketSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$2.9B
Form ADV
PE fund assets
$591M
Form ADV
PE funds
2
Form ADV
Investments held
2 of 2
DFX transaction tape
LP commitments listFind similar buyers
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Funds and vehiclesTeam (41)Transactions
As of · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 1 Nov 2021, Filed a Form D on 1 Nov 2021, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria
How this organization is classified, and on what basisGrowth equity · 1 in historyShow
Class
Growth equityprobable, confidence 70%
Basis
2 of 2 private equity vehicles are named growth
Size band
Lower middle marketdefined by: proxy: $0.65bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
Strategies
Growth equity
Classification history (1)
  1. Sep 13, 2026
    Growth equity (probable, 70%)
    2 of 2 private equity vehicles are named growth
Regulatory footprint (Form ADV)RAUM $2.9B · 2 PE funds · filed Mar 31, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Nov 20, 2013 to Mar 31, 2026
RAUM
$2.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$591Mreported gross assets (Form ADV), not fund size
All private fund GAV
$2.9Bevery private fund type, latest filing
2024 PE fund GAV
$591Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
33%
Fund type mix
  • Hedge fund: 2 funds, $2.2B reported gross assets, 3 ever reported
  • Private equity fund: 2 funds, $591M reported gross assets
  • Venture capital fund: 1 fund, $42.7M reported gross assets
Form ADV filed Mar 31, 2026
Employees
33
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 2 observed dealsShow
Stated by the firm
Sectors
Life sciences, healthcare, technology
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
••• Locked
Observed from deals on record
On record
2 companies, 2 holdings
Deal roles
2 with role not stated
Control
2 not stated

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

Funds
3 families, 3 vehicles on record
View all 3 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••• P•••••• G••••• E••••• F••• I•• L•••
ADV: Private Equity Fund
Growth fund2021
Form D first sale
$363M
as of Mar 31, 2026
$234MMature
C••••• P•••••• G••••• E••••• F•••• L•••
ADV: Private Equity Fund
Growth fund2020
Form D first sale
$227M
as of Mar 31, 2026
$179MHarvest
C••••• V•••••• O••••••••• F•••• L•••buyout or unlabelled2018
Form D first sale
unknownno reportingno Form DUnknown
Team
37 current, 4 former
Full team · 37 peoplegrouped by role, with sources
Managing partner (1)
Partner (2)
Principal (1)
Associate (2)
Analyst (3)
Business development (1)
Investor relations (1)
Platform (10)
Other (16)
4 former (kept with end dates)
Deals
2 on record, newest first · 0 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
date unknownV•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 LPs, 0 disclosed commitments
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
1 most recent
  1. Nov 20, 2013
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

C••••• C••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1

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.

Checking your plan…

Not yet on record: deals, last 12 months.