Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / E••••••• H••••••••• M••••••••• C••••••

E••••••• H••••••••• M••••••••• C••••••

Buyout firmMiddle marketSanta Monica, CAe•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.20bn Private Equity Fund GAV on the Form ADV filed 2024-03-08
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 10, 2012 to Mar 8, 2024
RAUM
$1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
12
PE fund GAV, latest filing
$1.2Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.2Bevery private fund type, latest filing
2024 PE fund GAV
$1.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-08, latest gav Private Equity Fund $1.2B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 20
Employees
16
Headquarters
Santa Monica, CA
Office address
233 WILSHIRE BOULEVARD, SUITE 750, Santa Monica, CA, 90401
Business phone
(929) 242-5196
Stated criteria beside observed behaviour
no observed deals yet
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

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

Funds
20 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E••••••• N••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$137M
as of Mar 8, 2024
no Form DEarly deployment
E••••••• N••••••• C•••••••• F••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$59.2M
as of Mar 8, 2024
no Form DEarly deployment
E•• G• C•••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$4.9M
as of Mar 8, 2024
no Form DEarly deployment
E••••••• H••••••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$781M
as of Mar 8, 2024
no Form DMature
E•• P•• C•••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$71.2M
as of Mar 8, 2024
no Form DActive deployment
P•• I•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$12.9M
as of Mar 8, 2024
no Form DHarvest
E••••••• H••••••••• P••••••• C••••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$10.9M
as of Mar 8, 2024
no Form DMature
E••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$49.7M
as of Mar 8, 2024
no Form DActive deployment
E•• O••••• M••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$12.6M
as of Mar 8, 2024
no Form DActive deployment
E••••••••• C•••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$10.8M
as of Mar 8, 2024
no Form DActive deployment
E••••••• E••••• F••• I• S••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$7.1M
as of Apr 17, 2018
no Form DWound down
E••••••• E••••• F••• I• S••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.2M
as of Apr 17, 2018
no Form DWound down
E•• S•• C••••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$223,275
as of Aug 12, 2022
no Form DWound down
E•• S••• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$175,739
as of Aug 12, 2022
no Form DWound down
E•• C••••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$59,155
as of Aug 12, 2022
no Form DWound down
E••••••• E••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$47.4M
as of Mar 8, 2024
no Form DHarvest
E•• I•• C•••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$781,232
as of Mar 8, 2024
no Form DHarvest
E••••••• E••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$141M
as of Sep 27, 2017
no Form DWound down
E••••••• E••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$101M
as of Sep 27, 2017
no Form DWound down
E•• I• C••••••••• L••
ADV: Private Equity Fund
Co-investment vehicleunknown$3.6M
as of Jun 29, 2023
no Form DWound down
Team
4 current, 2 former
2 former (kept with end dates)
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)
  • P••• H••• G•••• L•• 6 shared · very strong · last Jan 1, 2018
LP commitments
4 disclosed
Events
4 most recent
  1. Mar 9, 2026
    E••••••• H••••••••• M••••••••• C••••••: Private Equity Funds on Form ADV 12 (2024 extract) -> 13 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 31, 2025
    L•• A•••••• C••• E••••••••• R••••••••• S••••• reports E••••••• H••••••••• Partners II: $20,000,000 committed, vintage 2025
    Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  3. Apr 28, 2025
    L•• A•••••• C••• E••••••••• R••••••••• S••••• reports E••••••• H••••••••• Partners II: $20,000,000 committed, vintage 2025
    Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  4. Feb 10, 2012
    E••••••• H••••••••• M••••••••• C•••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

E••••••• H••••••••• M••••••••• C•••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent 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.

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