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 / A••••• C••••••

A••••• C••••••

Buyout firmLower middle marketCoral Gables, FLa••••••••.comSEC exempt reporting adviser

We transform societies through entrepreneurial success and create long-term value in high-growth markets through the power of collaboration.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-11-18
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
May 21, 2021 to Nov 18, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$146Mreported gross assets (Form ADV), not fund size
All private fund GAV
$146Mevery private fund type, latest filing
2024 PE fund GAV
$146Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-18, latest gav Private Equity Fund $146M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
unknown
Headquarters
Coral Gables, FL
Office address
355 ALHAMBRA CIRCLE, #800, Coral Gables, FL, 33134
Business phone
786-501-8850
Stated criteria beside observed behaviour
13 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 12, platform 1
period
to 2026-03-20, from 2026-03-20, undated holdings 12, dated observations 2
window
last 2026-03-20, first 2026-03-20
control
control 1, unknown 12
companies
13
geography
investments
13
seller kinds
transactions
1
cadence by year
2026 platforms 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 4, share 0.308, value consumer products, examples Goedekers*, Karuna, Earth Lab Holdings*, Cidrines*, count 1, share 0.077, value industrial manufacturing, examples Imaging Supplies Consolidation*
holding period years
n 0
repeat counterparties
subsector distribution
count 4, share 0.308, value consumer products, examples Goedekers*, Karuna, Earth Lab Holdings*, Cidrines*, count 1, share 0.077, value miscellaneous manufacturing, examples Imaging Supplies Consolidation*

13 companies on the graph (1 transactions); most in consumer products (4); 1 platforms and 0 add-ons; observed 2026 to 2026

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••••• D•••••• B••••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$10.3M
as of Nov 18, 2024
no Form DUnknown
A• S••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$14.7M
as of Nov 18, 2024
no Form DUnknown
A••••• C•••••• F••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$106M
as of Nov 18, 2024
no Form DActive deployment
A••••• E••••••• O••••••••• F••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$15.7M
as of Nov 18, 2024
no Form DUnknown
Team
32 current, 3 former
Managing partner (5)
Operating partner (9)
Board or advisory (7)
Platform (5)
3 former (kept with end dates)
Portfolio
13 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
7••••• G•••••PlatformactiveMar 20, 2026
transaction announcement
6 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
7•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
9•• W•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••• • V••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• P••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• F••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• L•• H••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• M•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••• S••••••• C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• T••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Mar 20, 2026Platform acquisition7••••• G•••••Sponsor (confirmed)a••••••••.com
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
2 disclosed
Events
4 most recent
  1. Aug 14, 2026
    A••••• C••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 2 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 20, 2026
    A••••• C•••••• Fund III Invests in 7••••• G•••••
    Platform investmentFact7••••• G•••••Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
  3. Mar 20, 2026
    A••••• C•••••• Fund III Invests in 7••••• G•••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. May 21, 2021
    A••••• C•••••• first filed Form ADV in the extract (ERA)
    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

A••••• 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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