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C•••••••• I•••••••••

CandidateClassification candidateLower middle marketSEC exempt reporting adviser· New York, NYc•••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$24.0M
Form ADV
PE funds
3
Form ADV
Investments held
0 of 4
DFX transaction tape
Deals, last 12 months
Not established
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 3 Private Equity Fund(s) among 16 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-20
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 3 Private Equity Fund(s) among 16 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Feb 9, 2012 to Mar 20, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$24.0Mreported gross assets (Form ADV), not fund size
All private fund GAV
$50.2Mevery private fund type, latest filing
2024 PE fund GAV
$24.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
19%
Fund type mix
filed 2024-03-20, latest gav Other Private Fund $26.2M, Private Equity Fund $24.0M, latest counts Other Private Fund 5, Private Equity Fund 3, lifetime distinct Other Private Fund 13, Private Equity Fund 3
Employees
unknown
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
$10.0M to $100M
EBITDA
$3.0M to $20.0M
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
roles
unknown 4
period
to unknown, from unknown, undated holdings 4, dated observations 0
window
last unknown, first unknown
control
unknown 4
companies
4
geography
investments
4
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 0.25, value industrial services, examples go to
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.25, value remediation environmental, examples go to

4 companies on the graph (0 transactions); most in industrial services (1); no dated observations

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••••• I••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$16.0M
as of Mar 20, 2024
no Form DMature
C•••••••• O••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$7.0M
as of Mar 20, 2024
no Form DMature
C•••••••• C••••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$1.0M
as of Mar 20, 2024
no Form DMature
Team
17 current, 0 former
Managing partner (7)
Other (10)
Portfolio
4 relationships, 0 platforms, 0 add-ons
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
28 most recent
  1. Sep 17, 2026
    Guardian Fleet Services and Howard’s Wrecker Service Announce Partnership
  2. Sep 17, 2026
    Guardian Fleet Services Completes the Acquisitions of West Nashville Wrecker & Dad's Towing
  3. Sep 17, 2026
    Guardian Fleet Services Completes the Acquisition of Texas Auto Carriers
  4. Sep 17, 2026
    Guardian Fleet Services Completes the Acquisition of Isaacs Wrecker Service
  5. Sep 17, 2026
    CHIEF Capital Leads Growth Investment In World Water Works
  6. Sep 17, 2026
    M•••••• S•••• from CHIEF Capital Joins Source Capital's Investment Podcast: Perspectives of The Ever-Evolving Independent Sponsor Universe
  7. Sep 17, 2026
    Guardian Fleet Services Completes the Acquisition of Roberts Heavy Duty Towing Inc., Expanding Reach to Lexington, KY
  8. Sep 17, 2026
    Guardian Fleet Services Expands its Reach with Acquisition of Euless B&B Wrecker Service, M•••ing Entry into Texas M•••et
  9. Sep 17, 2026
    Guardian Fleet Services Announces Acquisition / Merger of Emerald Transportation & Sapp's Wrecker Service
  10. Sep 17, 2026
    CHIEF Capital Leads Growth Investment In Guardian Fleet Services
  11. Sep 17, 2026
    CHIEF Capital Launches CHIEF Micro Cap (CMC) Investment Strategy
  12. Sep 17, 2026
    CHIEF Capital Announces Deepak Sethi Promotion & Andrew S•••• Joins the Team
  13. Sep 17, 2026
    CHIEF Capital forms Blue Ocean Aesthetics Holdings and Leads Recapitalization of R••••• Aesthetics
  14. Sep 17, 2026
    Effox-Flextor-Mader, Inc. Closes Acquisition of General Rubber Corporation (GRC)
  15. Sep 17, 2026
    Effox-Flextor-Mader, Inc. Enters Definitive Agreement to Acquire General Rubber Corporation (GRC)
  16. Sep 17, 2026
    CHIEF Capital Successfully Exits Investment in TTG Imaging Solutions
  17. Sep 17, 2026
    TTG Imaging Solutions Completes the Acquisition of Medical Imaging Technologies (MIT)
  18. Sep 17, 2026
    CHIEF Capital Successfully Exits Investment in RQM+
  19. Sep 17, 2026
    TTG Imaging Solutions Completes the Acquisition of Osiris Medical
  20. Sep 17, 2026
    TTG Imaging Solutions Completes the Acquisition of Southwestern Imaging Systems & Services
  21. Sep 17, 2026
    R&Q Acquires Maetrics to Form Largest Medical Device-focused Global Regulatory and Quality Consultancy
  22. Sep 17, 2026
    TTG Imaging Solutions Acquires Nuclear Imaging Services LLC and Molecular Imaging Specialist
  23. Sep 17, 2026
    CHIEF in Partnership with DFW Capital Partners Recapitalizes R&Q
  24. Sep 17, 2026
    TTG Healthcare Acquires Northeast Electronics
  25. Sep 17, 2026
    C•••••••• Launches and Rebrands as C•••••••• I••••••••• Entrepreneur & Founder Capital, otherwise Known as CHIEF Capital
  26. Sep 17, 2026
    W•••• a••••• l•••••• f•• n•• i••••••••• o•••••••••
  27. Aug 3, 2020
    CHIEF Partners with CECO Environmental in Forming EFM Equipment Company Joint Venture
  28. Feb 9, 2012
    C•••••••• I••••••••• first filed Form ADV in the extract (ERA)
Across the graphs

C•••••••• I••••••••• is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

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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