Private Equity Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N•• E•••••• A•••• M••••••••• I•••
NEAM is your investment team down the hall with a primary focus on the insurance industry.
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 4
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 4
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Jul 30, 2024
- RAUM
- $95Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $58.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-07-30, latest gav Securitized Asset Fund $58.5M, latest counts Securitized Asset Fund 3, lifetime distinct Other Private Fund 1, Securitized Asset Fund 4
- Employees
- 112
- Headquarters
- Farmington, CT
- Office address
- 74 BATTERSON PARK RD., POND VIEW CORPORATE CENTER, Farmington, CT, 06032
- Business phone
- 860-676-8722
- Sectors
- financial services
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••• V•••• E••••• M••••••••• F••• ADV: Other Private Fund | buyout or unlabelled | unknown | $27.2M as of Feb 8, 2016 | no Form D | Active deployment |
- C••••• C•••• · President / Director · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• E••••• R••••••• · Ceo / Chairman · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• E••••• R••••••• · Chairman and Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• O• Q••••••••• · Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• O• Q••••••••• · Chief Investment Officer · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• N• L••• · Head of M•••eting & New Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• W••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••••• C•••• S•••• · Secretary, Legal Counsel / Director · since Sep 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• D•••• W••••• · Chief Compliance Officer · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• A•••• · Head of Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• A• T•••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M• Y• · Head of Enterprise Capital Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• E•••• · Head of Investment · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- G••••• T••••• L•••• · Ceo &(08/1984-05/2014) Chairman (08/1984-12/2014) Non-Executive Chairman (01/2015) · Jan 1, 2015 to Feb 8, 2016 Inference
- J••••••• F•••••• H••••••••• · Financial Dept. Manager (7/2002) Financial Reporting Manager (8/2013) · Jul 1, 2002 to Feb 8, 2016 Inference
- J••• R••• G•••••• · Chief Investment Officer (07/01)/ Director (04/09) · Jul 1, 2001 to Jul 17, 2014 Inference
- V•••••• J• D•••••• · Chief Investment Officer · Jun 1, 2015 to Apr 8, 2022 Inference
- K•••• J•• M••••• · Chief Compliance Officer /Assistant Secretary · Oct 1, 2004 to Mar 26, 2021 Inference
- Mar 29, 2012N•• E•••••• A•••• M••••••••• I••• first filed Form ADV in the extract (IA)
N•• E•••••• A•••• M••••••••• I••• is the same institution as 1 record in 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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