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B••• I••••••••• L•

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Westport, CTb•••••••••.com

••• Locked

Regulatory AUM
$1.0B
Form ADV
PE fund assets
$665M
Form ADV
PE funds
7
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (16)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.66bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Mar 27, 2026
RAUM
$1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$665Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.0Bevery private fund type, latest filing
2024 PE fund GAV
$665Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $665M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 12
Employees
9
Headquarters
Westport, CT
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
financial services
Geography
North America
Revenue
from $15.0M
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

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
12 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••• C•• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$128M
as of Mar 28, 2024
no Form DUnknown
B••• I••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$273M
as of Mar 28, 2024
no Form DEarly deployment
D•• S••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$152M
as of Mar 28, 2024
no Form DUnknown
I••• S••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$65.8M
as of Mar 28, 2024
no Form DEarly deployment
B••• F••• I• C•• I• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$26.2M
as of Mar 30, 2021
no Form DWound down
B••• I••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$44.7M
as of Mar 28, 2024
no Form DHarvest
T•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$2.0M
as of Mar 21, 2019
no Form DWound down
B•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.5M
as of Mar 21, 2019
no Form DWound down
S•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$264,868
as of Mar 28, 2024
no Form DMature
H•••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$579,000
as of Mar 10, 2017
no Form DWound down
H••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$934,000
as of Mar 10, 2017
no Form DWound down
O••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$87,143
as of Mar 21, 2019
no Form DWound down
Team
16 current, 0 former
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • T••••• 2 shared · recurring · last Jan 1, 2022
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
2 most recent
  1. Mar 27, 2026
  2. Mar 28, 2012
Across the graphs

B••• I••••••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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