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 / B••••••••• L••• S••••••• A••••••• L•••••

B••••••••• L••• S••••••• A••••••• L•••••

CandidateUpper middle marketCambridge, MAb•••••••••SEC registered investment adviser
Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 2 Private Equity Fund(s) among 5 vehicles; no rule fired
Size band
Upper middle marketdefined by: proxy: $5.58bn Private Equity Fund GAV on the Form ADV filed 2024-05-09
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 2 Private Equity Fund(s) among 5 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 6, 2019 to May 9, 2024
RAUM
$7.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$5.6Breported gross assets (Form ADV), not fund size
All private fund GAV
$7.2Bevery private fund type, latest filing
2024 PE fund GAV
$5.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
40%
Fund type mix
filed 2024-05-09, latest gav Other Private Fund $1.6B, Private Equity Fund $5.6B, latest counts Other Private Fund 3, Private Equity Fund 2, lifetime distinct Other Private Fund 3, Private Equity Fund 2
Employees
28
Headquarters
Cambridge, MA
Office address
314 MAIN STREET, 15TH FLOOR, Cambridge, MA, 02142
Business phone
617-949-2200
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
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B••••••••• L••• S••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$5.1B
as of May 9, 2024
no Form DActive deployment
B••••••••• L••• S••••••• V• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$455M
as of May 9, 2024
no Form DActive deployment
Team
4 current, 1 former
1 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
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
1 disclosed
Events
2 most recent
  1. Mar 30, 2026
    B••••••••• L••• S••••••• A••••••• L•••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 6, 2019
    B••••••••• L••• S••••••• 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

B••••••••• L••• S••••••• A••••••• L••••• 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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