The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

S••••• A•••• M••••••••• I•••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Kitcheners•••••••••.com

••• Locked

Regulatory AUM
$379M
Form ADV
PE fund assets
$212M
Form ADV
PE funds
3
Form ADV
Investments held
0 of 25
DFX transaction tape
Deals, last 12 months
Not established
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 5 of 7 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-09-19
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 5 of 7 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 3, 2012 to Sep 19, 2024
RAUM
$379Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$212Mreported gross assets (Form ADV), not fund size
All private fund GAV
$212Mevery private fund type, latest filing
2024 PE fund GAV
$212Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
71%
Fund type mix
filed 2024-09-19, latest gav Private Equity Fund $212M, latest counts Private Equity Fund 3, lifetime distinct Other Private Fund 2, Private Equity Fund 5
Employees
21
Headquarters
Kitchener, Canada
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
25 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
Europe, Latin America, Asia, Global
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
••• Locked
Observed from deals on record
roles
unknown 25
period
to 2008-01-01, from 2008-01-01, undated holdings 24, dated observations 1
window
last unknown, first unknown
control
unknown 25
companies
25
geography
investments
25
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 1, share 0.04, value financial services, examples Access Bank Africa (Tanzania), count 1, share 0.04, value consumer products, examples Sector: Consumer Goods
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.04, value financial services, examples Access Bank Africa (Tanzania), count 1, share 0.04, value consumer products, examples Sector: Consumer Goods

25 companies on the graph (0 transactions); most in financial services (1); observed 2008 to 2008

Funds
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• A••••• I••••• L•••••• F••• L•
ADV: Other Private Fund
Fund of funds2022
first reported on Form ADV
$5.8M
as of Oct 5, 2022
no reportingno Form DUnknown
S••••• F••••••• M•••••• F••• 3• L•
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$108M
as of Sep 19, 2024
no Form DMature
S••••• T•••• F•••••• F••• L•
ADV: Other Private Fund
Fund of funds2017
first reported on Form ADV
$3.3M
as of Jan 26, 2024
no Form DHarvest
S••••• F••••••• M•••••• F••• 2• L•
ADV: Private Equity Fund
Fund of funds2014
first reported on Form ADV
$99.8M
as of Sep 19, 2024
no Form DHarvest
M•••••••• E••••••• D••••••••• A•••••••••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$18.1M
as of Mar 13, 2014
no Form DWound down
S••••• R••• C•••••• F••• 1• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$389,000
as of Mar 28, 2016
no Form DUnknown
S••••• F••••••• M•••••• F••• 1• L•
ADV: Private Equity Fund
Fund of fundsunknown$4.9M
as of Sep 19, 2024
no Form DHarvest
Team
34 current, 10 former
Partner (9)
Business development (2)
Platform (7)
Other (7)
10 former (kept with end dates)
Portfolio
25 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
D••• o• I•••••••••Role unknownexitedJan 1, 2008
year stated on the firm's page
18.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
2•• G•••• I•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• C••• S•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• B••• A••••• •••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• •••••••• A••• T••••••••• S•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• L•••••••• L•••••• •••••• L•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• C••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• M•••••• T•••••• A••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••• M••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• A••• G••••• I•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• M•••••••• I•Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••••••• F••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• F••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• C••••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• F••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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)
  • D••• I••• C••••••• L•• 2 shared · recurring · last Jan 1, 2014
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
5 most recent
  1. Sep 17, 2026
    Responsible Exits – Exiting with Intention
  2. Sep 17, 2026
    ShopUp partners with S•••••, ADI Australia on leadership programme
  3. Sep 17, 2026
    ADM Capital Closes $48M Climate Fund for Southeast Asian Agriculture, With S••••• Among the Backers
  4. Sep 17, 2026
    Driving Returns Through Responsible Investments
  5. May 3, 2012
    S••••• A•••• M••••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs

S••••• A•••• M••••••••• I••• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private Credit1

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.

Checking your plan…