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 / M••••••• U• A••••••• L•••

M••••••• U• A••••••• L•••

Buyout firmMiddle marketNew York, NYm•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.45bn Private Equity Fund GAV on the Form ADV filed 2024-06-10
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Jun 10, 2024
RAUM
$3.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$2.5Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.5Bevery private fund type, latest filing
2024 PE fund GAV
$2.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-06-10, latest gav Private Equity Fund $2.5B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 13
Employees
40
Headquarters
New York, NY
Office address
245 PARK AVENUE, 38TH FLOOR, New York, NY, 10167
Business phone
212-497-1400
Stated criteria beside observed behaviour
62 observed deals
Stated by the firm
Sectors
business services, consumer
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
majority
Thesis
Building describes forming trusted partnerships, engaging with our teams and doing the hard work; Value denotes the economic, human and social value we seek to create; and Purpose reflects focus, discipline, rigor and our belief in using business as a powerful force for good.
Observed from deals on record
roles
add on 5, unknown 53, platform 4
period
to 2026-09-10, from 2024-08-21, undated holdings 56, dated observations 11
window
last 2026-09-10, first 2024-08-21
control
control 5, unknown 57
companies
62
geography
count 1, share 0.016, value MN
investments
62
seller kinds
transactions
5
cadence by year
2024 add ons 1, 2026 add ons 4
platform add on
add ons 5, platforms 4, add ons per platform 1.25
sector known for
8
disclosed value usd
n 0
sector distribution
count 3, share 0.048, value industrial manufacturing, examples Good Crisp, Ellison Bakery, Arnott, count 2, share 0.032, value media telecom, examples GSTV, Thompson Publishing, count 1, share 0.016, value business services, examples Penton Media, count 1, share 0.016, value software, examples Brightmile, count 1, share 0.016, value education, examples Strayer Education
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.032, value food manufacturing, examples Good Crisp, Ellison Bakery, count 2, share 0.032, value media telecom, examples GSTV, Thompson Publishing, count 1, share 0.016, value advertising marketing, examples Penton Media, count 1, share 0.016, value logistics and fleet software, examples Brightmile, count 1, share 0.016, value education, examples Strayer Education, count 1, share 0.016, value miscellaneous manufacturing, examples Arnott

62 companies on the graph (5 transactions); most in industrial manufacturing (3); 4 platforms and 5 add-ons; observed 2024 to 2026

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••••• M••• C•••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$8.5M
as of Jun 10, 2024
no Form DUnknown
M••••••• P••••••• V•• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$419M
as of Jun 10, 2024
no Form DActive deployment
M••••••• P•••••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$261M
as of Jun 10, 2024
no Form DActive deployment
M••••••• P••••••• V• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.5B
as of Jun 10, 2024
no Form DMature
M••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$219M
as of Jun 10, 2024
no Form DHarvest
M••••••• P••••••• I•••• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$1.2M
as of Apr 30, 2019
no Form DWound down
M••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$19.6M
as of Mar 30, 2017
no Form DHarvest
M••••••• P••••••• I••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$226,160
as of Jun 10, 2024
no Form DHarvest
M••••••• P••••••• I••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$36,239
as of Jun 10, 2024
no Form DHarvest
M••••••• P••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$11,561
as of Jun 10, 2024
no Form DHarvest
M••••••• P••••••• I••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jun 10, 2024
no Form DHarvest
M••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Apr 30, 2019
no Form DWound down
M••••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Apr 30, 2019
no Form DWound down
Team
89 current, 1 former
Partner (28)
Vice president (15)
Associate (9)
Operating partner (16)
Platform (10)
1 former (kept with end dates)
Portfolio
62 relationships, 4 platforms, 5 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B•••••••••
add-on to S•••• S•••••
Add-onactiveSep 10, 2026
transaction announcement
0 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G••• C••••
add-on to M•••••••••
Add-onactiveSep 10, 2026
transaction announcement
0 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••Role unknownactiveSep 10, 2026
transaction announcement
0 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• S••••••••• L••
add-on to S• S••••••••
Add-onactiveSep 10, 2026
transaction announcement
0 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
R••••••••• S••••••••
add-on to S• S••••••••
Add-onactiveFeb 2, 2026
transaction announcement
8 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E•••••• B•••••
add-on to Q••••••••
Add-onactiveAug 21, 2024
transaction announcement
2.1 yearsS••••• L••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• D••••• M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• F•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• G•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B• C••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••• B•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•• H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• K••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• F••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• C••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J• P•••••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••••• F••• F••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• R••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• E•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• M••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••• •••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••• I••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• B•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S• S••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• S•••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• B•••• D•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• E••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• O••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• P••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• R••••••••• G•••• • C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• R••••••••• G•••• • C••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
t•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••• P••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Sep 10, 2026Add-on acquisitionI•••••••• S••••••••• L••Sponsor (confirmed)m•••••••••.com
Sep 10, 2026Add-on acquisitionG••• C••••Sponsor (confirmed)m•••••••••.com
Sep 10, 2026Add-on acquisitionB•••••••••Sponsor (confirmed)m•••••••••.com
Feb 2, 2026Add-on acquisitionR••••••••• S••••••••Sponsor (confirmed)m•••••••••.com
Aug 21, 2024Add-on acquisitionE•••••• B•••••Sponsor (confirmed)m•••••••••.com
Placement agents, lenders, advisers and co-investors
14 relationships
Placement agents (7)
  • J••• M••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2022
  • P•••••• I••••••••• A••••••• A• 1 shared · one time · last Jan 1, 2018
  • P••••••• F•••• G••••• L•• 1 shared · one time · last Jan 1, 2022
  • A••••••••• A••••••• 1 shared · one time · last Jan 1, 2018
  • S•••••• N••••••• • C••••••• I••••••••• 1 shared · one time · last Jan 1, 2023
  • M•••••• C•••••• S•••••• L•• 1 shared · one time · last Jan 1, 2022
  • O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
Financial advisers (2)
  • B••••••••• I••••••••• B•••••• 1 shared · one time · last Sep 10, 2026
  • F••• A••••• 1 shared · one time · last Aug 21, 2024
Legal advisers (4)
  • D••• • C••••••• L•• 1 shared · one time · last Sep 10, 2026
  • C•••• H••• 1 shared · one time · last Sep 10, 2026
  • M••••••• • F••••••• L•• 1 shared · one time · last Sep 10, 2026
  • M•••• B•••• L•• 1 shared · one time · last Aug 21, 2024
Co-investors (1)
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
16 most recent
  1. Jul 15, 2026
    CRC-Oyster Acquires Modern Regulatory S••••••s, Expanding Broker-Dealer Compliance and FinOp Capabilities
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. May 11, 2026
    MidOcean Partners Signs Definitive Agreement to Exit Q••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. May 4, 2026
    MidOcean Announces Successful Close of Single-Asset Continuation Vehicle for C•••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Mar 31, 2026
    M••••••• U• A••••••• L•••: Private Equity Funds on Form ADV 9 (2024 extract) -> 10 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  5. Feb 2, 2026
    S• S••••••••, LLC Acquires R••••••••• S••••••••, Inc., Adds to Nuclear Energy Capabilities
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Jan 13, 2026
    M••••••••• Acquires The G••• C•••• Company, a Leading Clean Label, Salty Snack Platform
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Dec 16, 2025
    MidOcean Partners to Purchase up to $600 Million of Home Equity Investments from Point
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Oct 7, 2025
    S•••• S••••• Acquires Utilimarc, Creating the Industry's Only Integrated Driver Safety and Fleet Analytics Platform
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Jul 21, 2025
    MidOcean Partners Closes Credit Investment in The Carpenter Health Network
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Jul 2, 2025
    S• S•••••••• Expands Pipeline Inspection Reach Through Acquisition of I•••••••• S••••••••• L••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Apr 21, 2025
    MidOcean Partners Acquires G•••, a Leading Retail M•••• and Digital Video Advertising Network
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Feb 11, 2025
    S•••• S••••• Acquires B••••••••• to Accelerate Delivery of an Enhanced Driver Safety Solution
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Jan 9, 2025
    MidOcean Partners Leads $197.5 Million Structured Equity Investment in Sale-Leaseback Transaction with EquipmentShare
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Nov 18, 2024
    MidOcean Partners Acquires A••••• Industries, a Leading Suspension Products Platform for the Auto Aftermarket
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Aug 21, 2024
    Q•••••••• Acquires E•••••• B•••••, an Inclusion I••••••••• and Baked G•••s Manufacturer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  16. Mar 30, 2012
    M••••••• U• A••••••• L••• 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

M••••••• U• A••••••• L••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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