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 / I••••••• I••••••••• M••••••••• L••

I••••••• I••••••••• M••••••••• L••

Buyout firmLower middle marketHouston, TXi•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 5 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-11-20
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 5 distinct vehicles are sworn P•••••• Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 3, 2017 to Nov 20, 2024
RAUM
$257Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$237Mreported gross assets (Form ADV), not fund size
All private fund GAV
$257Mevery private fund type, latest filing
2024 PE fund GAV
$237Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
80%
Fund type mix
filed 2024-11-20, latest gav Private Equity Fund $237M, Venture Capital Fund $20.7M, latest counts Private Equity Fund 4, Venture Capital Fund 1, lifetime distinct Private Equity Fund 4, Venture Capital Fund 1
Employees
6
Headquarters
Houston, TX
Office address
1201 LOUISIANA STREET, SUITE 600, Houston, TX, 77002-5624
Business phone
713-292-0863
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
Sectors
energy
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
roles
unknown 8, minority 1
period
to 2026-08-13, from 2026-08-13, undated holdings 8, dated observations 1
window
last unknown, first unknown
control
unknown 8, minority 1
companies
9
geography
investments
9
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.111, value aerospace defense, examples I•••••••
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.111, value aerospace defense, examples I•••••••

9 companies on the graph (0 transactions); most in aerospace defense (1); observed 2026 to 2026

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••••••• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$37.5M
as of Nov 20, 2024
no Form DUnknown
I••••••• P•••••• E••••• S••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2021
first reported on Form ADV
$17.0M
as of Nov 20, 2024
no Form DUnknown
I••••••• P•••••• E••••• S••••• L•
ADV: P•••••• Equity Fund
Buyout fund2018
first reported on Form ADV
$101M
as of Nov 20, 2024
no Form DMature
I••••••• P•••••• E••••• F••• I• L•
ADV: P•••••• Equity Fund
Buyout fundunknown$81.2M
as of Nov 20, 2024
no Form DMature
Team
35 current, 0 former
Analyst (13)
Platform (6)
Portfolio
9 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••• E•••••MinorityactiveAug 13, 2026
venture round
1 monthsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••• W•• D••••• F•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• t•• a•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••• C••••Role unknownunknownunknownunknownunknownFact 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
2 relationships
Placement agents (2)
  • E•••• F•••••••• C••••••••• L•• 2 shared · recurring · last Jan 1, 2024
  • S••••• H••• L•• 1 shared · one time · last Jan 1, 2018
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
2 most recent
  1. Mar 31, 2026
    I••••••• I••••••••• M••••••••• L••: P•••••• Equity Funds on Form ADV 4 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Feb 3, 2017
    I••••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (ERA)
    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

I••••••• I••••••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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