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C•••••• P••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Los Angeles, CA
Buyout firm, based in Los Angeles, CA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.3B
- PE fund assets
- $1.3B
- PE funds
- 2
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 7 of 7 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.28bn Private Equity Fund GAV on the Form ADV filed 2024-03-16
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)7 of 7 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.3B · 2 PE funds · filed Mar 16, 2024ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 4, 2012 to Mar 16, 2024
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $1.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 2 funds, $1.3B reported gross assets, 7 ever reported
- Employees
- 15
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
6 families, 7 vehicles on record
C• E••••••••• L•• · 1 vehicle · vintage 2016$1.3B
- C• E••••••••• L•• buyout or unlabelled · 2016$1.3B
C•••••• P••••••• C•••• H•••••• L•• · 1 vehicle · vintage 2015$21.1M
- C•••••• P••••••• C•••• H•••••• L•• buyout or unlabelled · 2015$21.1M
C•••••• P••••••• F••• 3• L• · 1 vehicle · vintage 2015$1.2M
- C•••••• P••••••• F••• 3• L• buyout or unlabelled · 2015$1.2M
C•••••• P••••••• F••• 2• L• · 1 vehicle$299,483
- C•••••• P••••••• F••• 2• L• buyout or unlabelled$299,483
C• T•••••• L• · 1 vehicle · vintage 2014$199,470
- C• T•••••• L• buyout or unlabelled · 2014$199,470
Co-investment vehicles · 2 vehicles · vintage 2017$293,542
- C•••••• R••••••••• C••••••••• L• Co-investment vehicle · 2017$286,942
- C•••••• R••••••••• C••••••••• I• L• Co-investment vehicle · 2017$6,600
View all 7 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• R••••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $286,942 as of Jul 26, 2022 | no Form D | Wound down | |
| C•••••• R••••••••• C••••••••• I• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $6,600 as of Mar 17, 2021 | no Form D | Wound down | |
| C• E••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $1.3B as of Mar 16, 2024 | no Form D | Unknown | |
| C•••••• P••••••• C•••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $21.1M as of Mar 30, 2016 | no Form D | Unknown | |
| C•••••• P••••••• F••• 3• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $1.2M as of Mar 16, 2024 | no Form D | Harvest | |
| C• T•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $199,470 as of Mar 29, 2018 | no Form D | Wound down | |
| C•••••• P••••••• F••• 2• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $299,483 as of Mar 29, 2018 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
16 current, 4 former
- President
- Managing Member · since Jan 1, 2006
- Managing Member · since Jan 1, 2006
- Senior Vice President
- Executive Vice President
Full team · 16 peoplegrouped by role, with sources
Managing partner (3)
- J••• M• M••• · President · start date unknown Firm website
- S••••• E••••• B•••• · Managing Member · since Jan 1, 2006 Form ADV Firm website
- S••••• H••••• K••• · Managing Member · since Jan 1, 2006 Form ADV Firm website
Vice president (6)
- A••• L••••••• · Senior Vice President · start date unknown Firm website
- A••••••• L•••• · Executive Vice President · start date unknown Firm website
- B•••••• H•••• · Executive Vice President · start date unknown Firm website
- B••••••• M• K••• · Vice President · start date unknown Firm website
- J••• P••• · Vice President, Participations & Residuals · start date unknown Firm website
- S•••• H•••••• · Executive Vice President · start date unknown Firm website
Platform (6)
- A••• S•••• · Director, Accounting & Finance · start date unknown Firm website
- A•••• S•••• · Controller · start date unknown Firm website
- A••••• G•••••••• · Chief Compliance Officer, General Counsel · since Jun 1, 2017 Form ADV Firm website
- K•••••••• L••• · Corporate Counsel · start date unknown Firm website
- L••••• S•••••• · Executive Assistant · start date unknown Firm website
- N••••• T•••••• · Office Manager · start date unknown Firm website
Other (1)
- O•••• S• · Senior Accountant · start date unknown Firm website
4 former (kept with end dates)
- D••••• A•••••• D•••••••• · Non-Voting Member · Sep 1, 2011 to Jul 26, 2022 Inference
- D•••• M••• R••••••••• · Non-Voting Member · Sep 1, 2011 to Jul 26, 2022 Inference
- W•••••• E•••• C••••• · Non-Voting Member · Sep 1, 2011 to Jul 26, 2022 Inference
- D••••• G• M••••••• · Chief Compliance Officer, Executive Vice President, General Counsel · Aug 1, 2014 to Jun 20, 2017 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- U•• 1 shared · one time · last Jan 1, 2016
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
C•••••• P••••••• L•• is the same institution as 2 records in RIA and Wealth and Allocators.
RIA 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.