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O•• Q•••• C•••••• I•••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Toronto, Ontarioo•••••••••.com

••• Locked

Regulatory AUM
$16B
Form ADV
PE fund assets
$8.9B
Form ADV
PE funds
5
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (25)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $8.93bn Private Equity Fund GAV on the Form ADV filed 2024-12-18
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private 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
Apr 15, 2022 to Jun 25, 2026
RAUM
$16Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$8.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$26Bevery private fund type, latest filing
2024 PE fund GAV
$8.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-18, latest gav Private Equity Fund $8.9B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
10
Headquarters
Toronto, Ontario, Canada
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
Canada
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

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I••••• T•••••• R•••• L••••••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$8.3B
as of Dec 18, 2024
no Form DUnknown
P•• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$371M
as of Dec 18, 2024
no Form DUnknown
P•••••• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$139M
as of Dec 18, 2024
no Form DUnknown
Q••••• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$92.6M
as of Dec 18, 2024
no Form DUnknown
Team
25 current, 2 former
Principal (7)
Platform (6)
2 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
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. Jun 25, 2026
  2. Apr 15, 2022
Across the graphs

O•• Q•••• C•••••• I••• is the same institution as 1 record in RIA and Wealth.

RIA 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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