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T•••• B••• C•••••• L••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Dallas, TXt•••••••••

••• Locked

Regulatory AUM
$5.1B
Form ADV
PE fund assets
$140M
Form ADV
PE funds
8
Form ADV
Investments held
1 of 1
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (11)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 basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-11-18
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 28, 2014 to Jun 9, 2026
RAUM
$5.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$140Mreported gross assets (Form ADV), not fund size
All private fund GAV
$517Mevery private fund type, latest filing
2024 PE fund GAV
$140Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
46%
Fund type mix
filed 2024-11-18, latest gav Hedge Fund $175M, Real Estate Fund $14.8M, Other Private Fund $33.5M, Private Equity Fund $140M, Venture Capital Fund $24.5M, latest counts Hedge Fund 2, Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 5, Venture Capital Fund 2, lifetime distinct Hedge Fund 2, Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 5, Venture Capital Fund 2
Employees
20
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
not stated or not yet read
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
not stated or not yet read
Observed from deals on record
roles
unknown 1
period
to unknown, from unknown, undated holdings 1, dated observations 0
window
last unknown, first unknown
control
unknown 1
companies
1
geography
investments
1
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

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

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R••••••• P•••••• E••••• F••• I• L•
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$23.8M
as of Nov 18, 2024
no Form DEarly deployment
R••••••• V•••• A••••• I• L••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$8.8M
as of Nov 18, 2024
no Form DEarly deployment
R••••••• S•••••••• I••••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$63.2M
as of Nov 18, 2024
no Form DEarly deployment
R••••••• G••••• E••••• I• L••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$23.5M
as of Nov 18, 2024
no Form DUnknown
R••••••• C•• I• L••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$20.7M
as of Nov 18, 2024
no Form DUnknown
H•• S••••• I• L••
ADV: Venture Capital Fund
Fund of funds2022
first reported on Form ADV
$15.0M
as of Nov 18, 2024
no Form DUnknown
Team
11 current, 1 former
Principal (1)
1 former (kept with end dates)
Portfolio
1 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
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
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 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
3 most recent
  1. Jun 9, 2026
  2. Jul 9, 2019
  3. Jan 28, 2014
Across the graphs

T•••• B••• C•••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Allocators and Real Estate Funds.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1Real 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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