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L•• C•••••• M••••••••• L•••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$5.9B
Form ADV
PE fund assets
$5.9B
Form ADV
PE funds
17
Form ADV
Investments held
118 of 118
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date

What matters now

  1. +7
    funds on Form ADV

    P••••te equity funds on its Form ADV went from 10 to 17 (+7).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
20 of 20 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $5.92bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Strategies
Private credit
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    20 of 20 distinct vehicles are sworn P••••te Equity Funds; 17 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    13 of 14 distinct vehicles are sworn P••••te Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $5.9B · 17 PE funds · filed Mar 30, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
May 10, 2013 to Mar 30, 2026
RAUM
$5.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
17
PE fund GAV, latest filing
$5.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.9Bevery private fund type, latest filing
2024 PE fund GAV
$5.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 17 funds, $5.9B reported gross assets, 20 ever reported
Form ADV filed Mar 30, 2026
Employees
39
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 118 observed dealsShow
Stated by the firm
Sectors
Real estate
Geography
North America, Europe, Asia
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
118 companies, 118 holdings, 7 transactions
Period
2019 to 2023 (14 dated observations, 111 holdings undated)
Most deals
Industrial manufacturing (5 of 118, e.g. Mountaintop Beverage and Prima), financial services (2 of 118), industrial services (2 of 118) and 5 more
Subsectors
Miscellaneous manufacturing (4 of 118), financial services (2 of 118), waste treatment (2 of 118), media telecom (1 of 118) and 4 more
Deal roles
7 platforms, 111 with role not stated
Add-ons per platform
0 add-ons per platform
Control
7 control, 111 not stated
By year
2019: 1 platform; 2020: 4 platforms; 2021: 1 platform; 2023: 1 platform

118 companies on the graph (7 transactions); most in industrial manufacturing (5); 7 platforms and 0 add-ons; observed 2019 to 2023

Funds
13 families, 20 vehicles on record

8 smaller families are in the full list of vehicles.

View all 20 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L•• E••••••• F••• I• S••
ADV: P••••te Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.3B
as of Mar 30, 2026
no Form DUnknown
L•• N•••• A••••••• F••• I•• L•••
ADV: P••••te Equity Fund
buyout or unlabelled2023
Form D first sale
$222M
as of Mar 30, 2026
$192MUnknown
L•• S••••••• F••• S••
ADV: P••••te Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$349M
as of Mar 30, 2026
no Form DActive deployment
L•• C••• I••••• F•••• L•••
ADV: P••••te Equity Fund
Credit fund2022
Form D first sale
$147M
as of Mar 30, 2026
$150MUnknown
L•• E••••••• F••• I•• •••• S••
ADV: P••••te Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$171M
as of Mar 30, 2026
no Form DMature
L•• E••••••• F••• I•• ••••••••• S••
ADV: P••••te Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$19.3M
as of Mar 30, 2026
no Form DHarvest
L•• E••••••• F••• I•• S••
ADV: P••••te Equity Fund
buyout or unlabelled2019
Form D first sale
$1.4B
as of Mar 30, 2026
$347MMature
L•• N•••• A••••••• F••• I••• L•••
ADV: P••••te Equity Fund
buyout or unlabelled2019
Form D first sale
$641M
as of Mar 30, 2026
$387MMature
L•• E••••••• F••• I• S••
ADV: P••••te Equity Fund
buyout or unlabelled2016
Form D first sale
$963M
as of Mar 30, 2026
no Form DMature
L•• N•••• A••••••• F••• I•
ADV: P••••te Equity Fund
buyout or unlabelled2016
Form D first sale
$363M
as of Mar 30, 2026
no Form DHarvest
L•• N•••• A••••••• F••• •••• L•••
ADV: P••••te Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$2.4M
as of Mar 31, 2017
no Form DWound down
L•• E••••••• F••• •••• L•••
ADV: P••••te Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$1.8M
as of Mar 31, 2017
no Form DWound down
L•• E••••••• F••• ••••••• L•••
ADV: P••••te Equity Fund
Feeder or parallel2015
first reported on Form ADV
$17.2M
as of Mar 31, 2017
no Form DWound down
L•• E••••••• F•••• F••••••
ADV: P••••te Equity Fund
buyout or unlabelled2013
Form D first sale
$50.9M
as of Mar 30, 2026
no Form DHarvest
L•• N•••• A••••••• F•••• L••
ADV: P••••te Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$20.0M
as of Mar 30, 2026
no Form DHarvest
L•• N• A•• E• L•••
ADV: P••••te Equity Fund
Feeder or parallelunknown$51.1M
as of Mar 30, 2026
no Form DUnknown
L•• N• A•• D• L•••
ADV: P••••te Equity Fund
Feeder or parallelunknown$36.9M
as of Mar 30, 2026
$0Unknown
L•• N• A•• a• L•••
ADV: P••••te Equity Fund
Feeder or parallelunknown$36.9M
as of Mar 30, 2026
$0Unknown
L•• N• A•• C• L•••
ADV: P••••te Equity Fund
Feeder or parallelunknown$36.9M
as of Mar 30, 2026
$0Unknown
L•• N• A•• B• L•••
ADV: P••••te Equity Fund
Feeder or parallelunknown$36.9M
as of Mar 30, 2026
$0Unknown
Team
17 current, 6 former
Full team · 17 peoplegrouped by role, with sources
Managing partner (1)
Partner (5)
Principal (1)
Associate (1)
Investor relations (1)
Board or advisory (1)
Platform (7)
6 former (kept with end dates)
Deals
118 on record, newest first · 7 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Oct 25, 2023G•••• M••••••••• F•••••••Platform acquisitionSponsor (confirmed)active
held 2.9 years
J•••• C••••• (confirmed)prnewswire.com
Feb 24, 2021H•Platform acquisitionSponsor (confirmed)active
held 5.6 years
E••••• L••••• (confirmed)l•••••••••.com
Sep 3, 20202• S•••••• S•••••••••Platform acquisitionSponsor (confirmed)active
held 6.1 years
P•••• R•••• (confirmed)l•••••••••.com
Jun 3, 2020U• O••••• H•••••••••Platform acquisitionSponsor (confirmed)active
held 6.3 years
E••••• L••••• (confirmed)l•••••••••.com
Jun 1, 2020S••••• • C••••Platform acquisitionSponsor (confirmed)active
held 6.3 years
E••••• L••••• (confirmed)l•••••••••.com
All 118 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Oct 25, 2023G•••• M••••••••• F•••••••Platform acquisitionSponsor (confirmed)active
held 2.9 years
J•••• C••••• (confirmed)prnewswire.com
Feb 24, 2021H•Platform acquisitionSponsor (confirmed)active
held 5.6 years
E••••• L••••• (confirmed)l•••••••••.com
Sep 3, 20202• S•••••• S•••••••••Platform acquisitionSponsor (confirmed)active
held 6.1 years
P•••• R•••• (confirmed)l•••••••••.com
Jun 3, 2020U• O••••• H•••••••••Platform acquisitionSponsor (confirmed)active
held 6.3 years
E••••• L••••• (confirmed)l•••••••••.com
Jun 1, 2020S••••• • C••••Platform acquisitionSponsor (confirmed)active
held 6.3 years
E••••• L••••• (confirmed)l•••••••••.com
Feb 7, 2020O••••• H• F•••••••Platform acquisitionSponsor (confirmed)active
held 6.6 years
E••••• L••••• (confirmed)l•••••••••.com
Nov 27, 2019S••••••• O••••• H•••••••••Platform acquisitionSponsor (confirmed)active
held 6.8 years
E••••• L••••• (confirmed)l•••••••••.com
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN••••••••• H••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••• B•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••••• L••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownI••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••••• M••• C••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV•• D•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownY•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••• I••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD••••••• A•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••••• R•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••• E•••• B••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownJ••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownI•• B•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••• D•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownQ••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•• S••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownI••••• P••• R•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknowni• E••••• C••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•• H•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••••• o• T••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV•••••• P••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•••••• T•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••• A•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••• M•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL••• T•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••• L••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownU••••• H•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownJ• S••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownJ••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••••• • S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••• E•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••• M•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••• H••• S••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••• F••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••••• B•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM•••• C••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•• I•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••• S••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknowni• A••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownG•••••• E•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA• H•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN••••••• T•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••• C•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••• a•• C••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••Portfolio relationshipRole unknownactiveunknownFact Firm website

Showing 100 of 118 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (7)
  • F••••••••• P•••••• C•••••• G•••• 13 shared · very strong · last Aug 18, 2023
  • G••••••• F•••••• 4 shared · strong · last Jan 1, 2021
  • T••••••••• P••••••• L•••••• 4 shared · strong · last Jan 1, 2021
  • I••••••••• B•••••••• S•••••••• L•• 3 shared · strong · last Jan 1, 2020
  • A••••••••• A••••••• L•••••• 2 shared · recurring · last Aug 7, 2020
  • K••• H•••••• C•••••• 1 shared · one time · last Jan 1, 2023
  • C•••• C•••••• L•• 1 shared · one time · last Dec 5, 2022
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
15 not already shown above, of 22 most recent
  1. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  5. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
Full timeline · 22 eventsnewest first, including the LP commitments and deals above
  1. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  5. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  6. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  7. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  8. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  9. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  10. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  11. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  12. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  13. Sep 15, 2026
    ••• Locked
    Firm newsFactFirm website
  14. Mar 30, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  15. Oct 25, 2023
  16. Feb 24, 2021
    ••• Locked
    Platform investmentFactH•Press release
  17. Sep 3, 2020
  18. Jun 3, 2020
  19. Jun 1, 2020
    ••• Locked
  20. Feb 7, 2020
    ••• Locked
  21. Nov 27, 2019
  22. May 10, 2013
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

L•• C•••••• M••••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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