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2••••••
••• Locked
- Regulatory AUM
- $33B
- PE fund assets
- $16B
- PE funds
- 29
What matters now
- +12funds on Form ADV
Private equity funds on its Form ADV went from 17 to 29 (+12).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 30 of 40 distinct vehicles are sworn Private Equity Funds; 30 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $15.84bn Private Equity Fund GAV on the Form ADV filed 2026-07-01
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)30 of 40 distinct vehicles are sworn Private Equity Funds; 30 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)17 of 24 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $33B · 29 PE funds · filed Jul 1, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Aug 8, 2022 to Jul 1, 2026
- RAUM
- $33Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 29
- PE fund GAV, latest filing
- $16Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $18Bevery private fund type, latest filing
- 2024 PE fund GAV
- $16Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- Private equity fund: 29 funds, $16B reported gross assets, 30 ever reported
- Securitized asset fund: 8 funds, $2.0B reported gross assets
- Other private fund: 1 fund, $135M reported gross assets
- Hedge fund: 1 ever reported
- Employees
- 81
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShowHide
- Sectors
- Financial services
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
2•• P•••••• E••••• P••••••• I• L• · 3 vehicles · vintage 2024$4.8B
- 2•• P•••••• E••••• P••••••• I• L• Buyout fund · 2024$2.9B
- 2•• P•••••• E••••• P••••••• I•• L• Buyout fund · 2023$1.9B
- 2•• P•••••• E••••• P••••••• I• L• Buyout fund · 2023
M•• P••••••• L• · 1 vehicle$5.5B
- M•• P••••••• L• buyout or unlabelled$5.5B
H•• S••••• L• · 1 vehicle$2.1B
- H•• S••••• L• buyout or unlabelled$2.1B
H•• S••••• I• L• · 1 vehicle$494M
- H•• S••••• I• L• buyout or unlabelled$494M
H•• 1••• P••••••• L•• · 2 vehicles$241M
- H•• 1••• P••••••• L•• Fund of funds$239M
- H•• 1••• P••••••• F••••• L•• Fund of funds$2.6M
Co-investment vehicles · 13 vehicles · vintage 2024$1.9B
- 2•• J•••••• C••••••••• P••••••• L• Co-investment vehicle$390M
- 2•••••• I•••••••• C••••••••• P••••••• L• Co-investment vehicle · 2023$303M
- 2•• N••• C••••••••• P••••••• L• Co-investment vehicle$280M
- 2•• G•••• C••••••••• P••••••• L• Co-investment vehicle$180M
- 2•••••• I•••••••• C••••••••• P••••••• I• L• Co-investment vehicle · 2024$162M
- 2•• P•••••• C••••••••• P••••••• L• Co-investment vehicle$150M
- 2•• D• S•••••• F••• I• L• Co-investment vehicle$135M
- 2•• P•••••• E••••• P••••••• P••• D•••••• ••••••••• L• Co-investment vehicle$101M
- 2•• N••• C••••••••• P••••••••• L• Co-investment vehicle$84.0M
- 2•• P••••••• P•••••• ••••••••• L• Co-investment vehicle$51.9M
- 2•• O•••••• C••••••••• P••••••••• L• Co-investment vehicle$25.3M
- 2•• O•••••• C••••••••• P••••••• L• Co-investment vehicle
- 2•• P• P••••••• G•••••• ••••••••• L• Co-investment vehicle
13 smaller families are in the full list of vehicles.
View all 35 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| 2•• P•••••• E••••• P••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $2.9B as of Jul 1, 2026 | no Form D | Early deployment | |
| 2•••••• I•••••••• C••••••••• P••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 Form D first sale | $162M as of Jul 1, 2026 | $150M | Unknown | |
| 2•• P•••••• E••••• P••••••• I•• L• ADV: Private Equity Fund | Buyout fund | 2023 Form D first sale | $1.9B as of Jul 1, 2026 | $2.2B | Early deployment | |
| 2•••••• I•••••••• C••••••••• P••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 Form D first sale | $303M as of Jul 1, 2026 | $250M | Early deployment | |
| 2•• P•••••• E••••• P••••••• I• L• | Buyout fund | 2023 Form D first sale | unknown | no reporting | $4.3B | Fundraising |
| M•• P••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.5B as of Jul 1, 2026 | no Form D | Active deployment | |
| H•• S••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.1B as of Jul 1, 2026 | no Form D | Active deployment | |
| H•• S••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $494M as of Jul 1, 2026 | no Form D | Active deployment | |
| 2•• J•••••• C••••••••• P••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $390M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• N••• C••••••••• P••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $280M as of Jul 1, 2026 | $0 | Unknown | |
| H•• 1••• P••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $239M as of Jul 1, 2026 | no Form D | Active deployment | |
| 2•••••• G••••••• J• H••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $231M as of Jul 1, 2026 | no Form D | Unknown | |
| 2•• D••••••••• O••••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $215M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• G•••• C••••••••• P••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $180M as of Jul 1, 2026 | $0 | Unknown | |
| O•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $172M as of Jul 1, 2026 | no Form D | Active deployment | |
| H•• 1••• O•• P•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $167M as of Jul 1, 2026 | no Form D | Active deployment | |
| 2•• P•••••• C••••••••• P••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $150M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• D• S•••••• F••• I• L• ADV: Other Private Fund | Co-investment vehicle | unknown | $135M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• P•••••• E••••• P••••••• P••• D•••••• ••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $101M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• N••• C••••••••• P••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $84.0M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• N•••• S••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $61.9M as of Jul 1, 2026 | $0 | Unknown | |
| 2•• P••••••• P•••••• ••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $51.9M as of Jul 1, 2026 | $0 | Unknown | |
| 2••• D•••••• H••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $51.5M as of Jul 1, 2026 | no Form D | Unknown | |
| M•• P• I••••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $30.9M as of Jul 1, 2026 | no Form D | Mature | |
| H•• A•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $28.3M as of Jul 1, 2026 | no Form D | Harvest | |
| 2•• O•••••• C••••••••• P••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $25.3M as of Jul 1, 2026 | $0 | Unknown | |
| H•• 1••• M••••••••• P••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $21.6M as of Jul 1, 2026 | no Form D | Harvest | |
| M•• H• I••••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $15.3M as of Jul 1, 2026 | no Form D | Active deployment | |
| M•• R• I• I••••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.0M as of Jul 1, 2026 | no Form D | Harvest | |
| H•• 1••• P••••••• F••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $2.6M as of Jul 1, 2026 | no Form D | Active deployment | |
| H•• 1••• P••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Aug 26, 2024 | no Form D | Unknown | |
| H•• N•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.2M as of Jul 1, 2026 | no Form D | Harvest | |
| 2•• O•••••• C••••••••• P••••••• L• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Unknown |
| 2•• D••••••••• O••••••••• F••• I• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| 2•• P• P••••••• G•••••• ••••••••• L• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
- Managing Member · since Aug 1, 2022
- Senior Partner · since Aug 1, 2022
- Partner · since Aug 1, 2022
- Senior Partner · since Aug 1, 2022
- Partner, Head of Alpha Creation Team
Full team · 12 peoplegrouped by role, with sources
- J••••• J••••• H••••• · Managing Member · since Aug 1, 2022 Form ADV
- B•••••• M• M••••••• · Senior Partner · since Aug 1, 2022 Form ADV Firm website
- C••• B••••••• C•••••• · Partner · since Aug 1, 2022 Form ADV Firm website
- E••• N••• Z••••• · Senior Partner · since Aug 1, 2022 Form ADV Firm website
- J•• G••••• · Partner, Head of Alpha Creation Team · start date unknown Firm website
- L•••• N•••• W••• · Senior Partner · since Aug 1, 2022 Form ADV Firm website
- M••• L••••••• W••••••• · Senior Partner · since Jan 1, 2023 Form ADV Firm website
- G•••••••• B•••• · Managing Director, Head of Human Capital · start date unknown Firm website
- L••••• G•••••• · Partner, Business Development & Capital Formation · start date unknown Firm website
- C••••••• A••••• · Managing Director, Strategic Communications · start date unknown Firm website
- A••••• L••••• · Partner, General Counsel · start date unknown Firm website
- A••••• R••••••••• · Senior Partner And Chief Compliance Officer · since Mar 1, 2024 Form ADV
1 former (kept with end dates)
- F•••••••• F•••• M•••• · Chief Financial Officer · Aug 1, 2022 to Aug 26, 2024 Inference
- B•• P•••••• U• C••••••• L•• 2 shared · recurring · last Jan 6, 2025
- C••••••• L•••••• • C•• I••• 2 shared · recurring · last Jan 6, 2025
- S•••• P•••• S••••••••• L•• 1 shared · one time · last Jan 5, 2026
- O••••••••• • C•• I••• 1 shared · one time · last Jan 5, 2026
- C••• C•••••• L•• 1 shared · one time · last Jan 5, 2026
2•••••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.