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C••••••• C•••••• P•••••••
••• Locked
- Regulatory AUM
- $1.4B
- PE fund assets
- $1.0B
- PE funds
- 7
- Investments held
- 1 of 1
Nothing material in the last 180 days. Last change: 25 Mar 2026, Private equity funds on its Form ADV went from 5 to 7 (+2).
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 9 of 9 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.03bn Private Equity Fund GAV on the Form ADV filed 2026-03-25
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)9 of 9 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)7 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.4B · 7 PE funds · filed Mar 25, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 23, 2012 to Mar 25, 2026
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum 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: 7 funds, $1.0B reported gross assets, 9 ever reported
- Employees
- 8
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 1 observed dealsShowHide
- 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
- $10.0M to $30.0M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
- On record
- 1 company, 1 holding
- Deal roles
- 1 with role not stated
- Control
- 1 not stated
1 company on the graph (0 transactions); no dated observations
C••••••• C•••••• P••••••• I•• L••• · 2 vehicles · vintage 2022$250M
- C••••••• C•••••• P••••••• I•• L••• Buyout fund · 2022$241M
- C••••••• C•••••• P••••••• I• ••• L••• Buyout fund$8.4M
C••••••• C•••••• P••••••• I••• L••• · 3 vehicles · vintage 2018$449M
- C••••••• C•••••• P••••••• I••• L••• Buyout fund · 2018$437M
- C••••••• C•••••• P••••••• I•• ••• L••• Buyout fund$10.7M
- C••••••• C•••••• P••••••• I•• ••• L••• Buyout fund · 2019$1.3M
C••••••• C•••••• P••••••• I•• L••• · 2 vehicles · vintage 2014$248M
- C••••••• C•••••• P••••••• I•• L••• Buyout fund · 2014$248M
- C••••••• C•••••• P••••••• I• ••••••••• L••• Buyout fund · 2014
C••••••• C•••••• P•••••••• L••• · 2 vehicles · vintage 2010$66.1M
- C••••••• C•••••• P•••••••• L••• Buyout fund · 2010$63.1M
- C••••••• C•••••• P••••••• ••••• L••• Buyout fund$3.0M
L•••••• 2••• P•••••••• L••• · 1 vehicle · vintage 2020$17.9M
- L•••••• 2••• P•••••••• L••• buyout or unlabelled · 2020$17.9M
View all 10 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 Form D first sale | $241M as of Mar 25, 2026 | $407M | Active deployment | |
| L•••••• 2••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 year in the fund name | $17.9M as of Mar 25, 2026 | no Form D | Active deployment | |
| C••••••• C•••••• P••••••• I•• ••• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $1.3M as of Mar 28, 2020 | no Form D | Wound down | |
| C••••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2018 Form D first sale | $437M as of Mar 25, 2026 | no Form D | Mature | |
| C••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2014 Form D first sale | $248M as of Mar 25, 2026 | no Form D | Harvest | |
| C••••••• C•••••• P••••••• I• ••••••••• L••• | Buyout fund | 2014 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••••••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | 2010 Form D first sale | $63.1M as of Mar 25, 2026 | no Form D | Mature | |
| C••••••• C•••••• P••••••• I•• ••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $10.7M as of Mar 25, 2026 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• I• ••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $8.4M as of Mar 25, 2026 | no Form D | Unknown | |
| C••••••• C•••••• P••••••• ••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $3.0M as of Feb 23, 2012 | no Form D | Wound down |
- CHAIRMAN & EXECUTIVE OFFICER
- BOARD CHAIRMAN
- CHIEF EXECUTIVE OFFICER
- FOUNDER & SR. MANAGING DIRECTOR
- EXECUTIVE CHAIRMAN
Full team · 20 peoplegrouped by role, with sources
- E••••• G••••••• · CHAIRMAN & EXECUTIVE OFFICER · start date unknown Firm website
- F•••• D• Y•••• · BOARD CHAIRMAN · start date unknown Firm website
- J••• G•••••• · CHIEF EXECUTIVE OFFICER · start date unknown Firm website
- M••••• C• R•••••• · FOUNDER & SR. MANAGING DIRECTOR · start date unknown Firm website
- N••• H••••• · EXECUTIVE CHAIRMAN · start date unknown Firm website
- W• M•••••• •••••• B••••• · BOARD CHAIRMAN · start date unknown Firm website
- D•••• D• L• N••••• · MANAGING PARTNER · start date unknown Firm website
- J••• R••••• B••••• · Managing Member · since Mar 1, 2010 Form ADV
- B•• D•••••• · CHAIRMAN & FORMER CEO · start date unknown Firm website
- B•••••• Y•••••• · FORMER CHAIR & CEO · start date unknown Firm website
- J••• H••••• · FORMER CHAIRMAN & CHIEF EXECUTIVE OFFICER · start date unknown Firm website
- M•••••• A• C•••••••• · FORMER CHIEF EXECUTIVE OFFICER · start date unknown Firm website
- D••• H••• · FORMER PRESIDENT & COO · start date unknown Firm website
- G•••••• F•••• A•••••• · Partner · since Jan 1, 2013 Form ADV
- J••••• P••••• F•••••• · Partner · since Jan 1, 2024 Form ADV
- S••• A••• F•••••• · Partner · since Dec 1, 2021 Form ADV
- K•• W•••••• · FORMER SENIOR MD & EXECUTIVE COMMITTEE MEMBER · start date unknown Firm website
- D•••• R• P••••• · FORMER CHIEF OPERATING OFFICER · start date unknown Firm website
- K••••••• R••• · Chief Financial Officer And Chief Compliance Officer · since May 1, 2021 Form ADV
- T••••• L• P•••••• · FORMER SENIOR VP & GENERAL COUNSEL · start date unknown Firm website
3 former (kept with end dates)
- A•••••• R••••• B•••••••• · Partner · Apr 1, 2010 to Mar 31, 2023 Inference
- I••• K••••• · Chief Financial Officer And Chief Compliance Officer · Feb 1, 2015 to Mar 24, 2017 Inference
- W•••••• M•••••• E••••• · Chief Financial Officer · Sep 1, 2016 to May 17, 2021 Inference
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | M••••••• • C• | Portfolio relationship | Role unknown | active | unknown | Fact DFX cross-reference |
- M••••• S•••••• • C•• L•• 7 shared · very strong · last Jan 1, 2023
- M••••• S•••••• 3 shared · strong · last Dec 19, 2022
- B••••••••• F•••••••• G••••• L•••••• 2 shared · recurring · last Jan 1, 2015
C••••••• C•••••• P••••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
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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Not yet on record: deals, last 12 months.