The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

A••••• C•••••• L••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$44B
Form ADV
PE fund assets
$14B
Form ADV
PE funds
98
Form ADV
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (43)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
122 of 142 distinct vehicles are sworn Private Equity Funds; 105 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $13.87bn Private Equity Fund GAV on the Form ADV filed 2026-09-14
Strategies
Private credit, secondaries
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    122 of 142 distinct vehicles are sworn P•••••• Equity Funds; 105 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    108 of 123 distinct vehicles are sworn P•••••• Equity Funds; 94 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $44B · 98 PE funds · filed Sep 14, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
May 4, 2020 to Sep 14, 2026
RAUM
$44Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
98
PE fund GAV, latest filing
$14Breported gross assets (Form ADV), not fund size
All private fund GAV
$18Bevery private fund type, latest filing
2024 PE fund GAV
$14Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
86%
Fund type mix
  • Private equity fund: 98 funds, $14B reported gross assets, 122 ever reported
  • Securitized asset fund: 14 funds, $3.9B reported gross assets
  • Hedge fund: 1 fund, $281M reported gross assets, 5 ever reported
  • Other private fund: 1 fund, $99.3M reported gross assets
Form ADV filed Sep 14, 2026
Employees
252
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 1 observed dealsShow
Stated by the firm
Sectors
Financial services, healthcare, technology, software
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
from $3.5M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
Minority
Thesis
••• Locked
Observed from deals on record
On record
1 company, 1 transaction
Period
2022 (1 dated observation)
Most deals
Industrial manufacturing (1 of 1, e.g. Four Seasons Heating & Air Conditioning, Inc.)
Subsectors
Machinery manufacturing (1 of 1)
Where
Il (1 of 1)
By year
2022: 1 other deal

1 company on the graph (1 transaction); most in industrial manufacturing (1); observed 2022 to 2022

Funds
80 families, 129 vehicles on record

74 smaller families are in the full list of vehicles.

View all 129 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2025
year in the fund name
$57.5M
as of Sep 14, 2026
no Form DUnknown
A••••• S••••• D••••• L•••••• M••••• F••• •• S•••
ADV: P•••••• Equity Fund
Credit fund2025
Form D first sale
$3.6M
as of Sep 14, 2026
$50.0MUnknown
A••••• G•••••• P••• O••••••••• F•••• L• • I••••••••• S••••• A••
ADV: P•••••• Equity Fund
buyout or unlabelled2025
Form D first sale
$0
as of Sep 14, 2026
$300MUnknown
A••••• H••••••• F••• V•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$774M
as of Sep 14, 2026
$0Unknown
A••••• U• D••••• L•••••• L•••••• I•
ADV: P•••••• Equity Fund
Credit fund2024
first reported on Form ADV
$768M
as of Sep 14, 2026
no Form DEarly deployment
A••••• S•• 2• L••
ADV: Securitized Asset Fund
SPV2024
first reported on Form ADV
$410M
as of Sep 14, 2026
no Form DEarly deployment
A••••• H••••••• F••• V• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$140M
as of Sep 14, 2026
$0Unknown
A••••• D••••• L•••••• H•••••• F••• 2• L••
ADV: P•••••• Equity Fund
Credit fund2024
first reported on Form ADV
$102M
as of Sep 14, 2026
no Form DEarly deployment
A•••• S•••••••• P••••••••• I• L•• • S••••• B•
ADV: P•••••• Equity Fund
Fund of funds2024
first reported on Form ADV
$94.7M
as of Sep 14, 2026
no Form DUnknown
A••••• C••••••• C••••••••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2024
first reported on Form ADV
$61.5M
as of Sep 14, 2026
no Form DEarly deployment
A••••• S•••••••• F••• V•• C••••••••• L•
ADV: P•••••• Equity Fund
Secondaries fund2024
Form D first sale
$59.8M
as of Sep 14, 2026
$157MUnknown
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2024
year in the fund name
$55.6M
as of Sep 14, 2026
no Form DEarly deployment
A••••• R••• A••••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of funds2024
Form D first sale
$52.2M
as of Sep 14, 2026
$120MUnknown
A••••• P•••••• E••••• F••• X•• L••
ADV: P•••••• Equity Fund
Buyout fund2024
Form D first sale
$34.0M
as of Sep 14, 2026
$321MUnknown
P• C•••••• D•••••• L••• S••••• I••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$5.2M
as of Sep 14, 2026
no Form DEarly deployment
R•• F••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
Form D first sale
$0
as of Sep 14, 2026
$300MUnknown
A••••• D••••• L•••••• C•• 1• W•••••••• L•••
ADV: Securitized Asset Fund
Credit fund2023
first reported on Form ADV
$453M
as of Sep 14, 2026
no Form DUnknown
A••••• S•••••••• F••• V••• L•
ADV: P•••••• Equity Fund
Fund of funds2023
Form D first sale
$374M
as of Sep 14, 2026
$776MUnknown
A••••• C••••••••• V••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$299M
as of Sep 14, 2026
no Form DActive deployment
A••••• D••••• L•••••• L•••••• F••• 2••••• L••
ADV: Hedge Fund
Credit fund2023
year in the fund name
$281M
as of Sep 14, 2026
no Form DEarly deployment
M•• S•• F••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$210M
as of Sep 14, 2026
no Form DActive deployment
A••••• D••••• L•••••• L••• P•••••••• 2••• L••
ADV: P•••••• Equity Fund
Credit fund2023
year in the fund name
$104M
as of Sep 14, 2026
no Form DUnknown
A•••• S•••••••• P••••••••• I• L••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$83.1M
as of Sep 14, 2026
no Form DActive deployment
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2023
Form D first sale
$45.8M
as of Sep 14, 2026
$49.5MEarly deployment
A••••• P•••••• E••••• F••• X• •••••••• L•Buyout fund2023
Form D first sale
unknownno reporting$30.0MUnknown
M•• K• F••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$325M
as of Sep 14, 2026
no Form DHarvest
A••••• P•••••• E••••• F••• X• L•
ADV: P•••••• Equity Fund
Fund of funds2022
Form D first sale
$310M
as of Sep 14, 2026
$383MActive deployment
M•• D••••• L•••••• L••
ADV: Securitized Asset Fund
Credit fund2022
first reported on Form ADV
$211M
as of Sep 14, 2026
no Form DHarvest
R•••••••• C••••••••• P•••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2022
Form D first sale
$143M
as of Sep 14, 2026
$812MActive deployment
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2022
Form D first sale
$64.9M
as of Sep 14, 2026
$48.7MActive deployment
R••••••• C••••••••• P••••••• I• L•• S••••• I••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$39.8M
as of Sep 14, 2026
no Form DActive deployment
W••••••••• P•••• L•••••••• B•
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$24.9M
as of Sep 14, 2026
no Form DActive deployment
P• R••• A••••• F••• I••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
Form D first sale
$337M
as of Sep 14, 2026
$138MActive deployment
P• S•••••••• F••• V• C••••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
Form D first sale
$256M
as of Sep 14, 2026
$171MActive deployment
S••••• A••••••••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
Form D first sale
$99.0M
as of Sep 14, 2026
$91.0MActive deployment
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2021
Form D first sale
$27.1M
as of Sep 14, 2026
$49.2MHarvest
G•••••••• P••••••• S••••• M•••••• F••• I•• A••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
first reported on Form ADV
$6.0M
as of Sep 14, 2026
no Form DHarvest
P• C•••••• D•••••• L••••••••• I•
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$0
as of Sep 14, 2026
no Form DHarvest
A••••• C••••••••• V••• L•Co-investment vehicle2021
Form D first sale
unknownno reporting$300MUnknown
G•••••••• P••••••• S••••• M•••••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$880M
as of Sep 14, 2026
no Form DMature
R•••••••• P•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$863M
as of Sep 14, 2026
no Form DUnknown
G•••••••• M•••••••• P••••••• I•• L•
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$609M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••• C• P•••••• E••••• F••• V•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$500M
as of Sep 14, 2026
no Form DUnknown
G•••••••• P••••••• S••••• M•••••• F••• V• L•
ADV: P•••••• Equity Fund
Fund of funds2020
Form D first sale
$395M
as of Sep 14, 2026
$255MMature
P• S•••• C•••••• C••••••••• F••• I•• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2020
Form D first sale
$268M
as of Sep 14, 2026
$25.0MMature
P•••••• A••••••• S•••• C• P•••••• E••••• F••• V••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$263M
as of Sep 14, 2026
no Form DHarvest
G•••••••• P••••••• S••••• M•••••• F••• I••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$235M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••• C•••••• P•••••• E••••• F••• V•• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$229M
as of Sep 14, 2026
no Form DHarvest
M•• S••••• D••• F••• • 2••• L•
ADV: P•••••• Equity Fund
Credit fund2020
year in the fund name
$215M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••••••• F••• V• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$209M
as of Sep 14, 2026
no Form DHarvest
M•• P• F••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$202M
as of Sep 14, 2026
no Form DUnknown
N••••• M•••••••• P••••••• I••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$199M
as of Jun 19, 2020
no Form DWound down
P• M••••• M••••• F•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$166M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••• C•••••• B••••• F••• V• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$154M
as of Nov 13, 2024
no Form DHarvest
P•••••• A••••••• R••• A••••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$135M
as of Sep 14, 2026
no Form DHarvest
G•••••••• C••• O••••••••• F••• I•• L••• S••••• I•••••••• o• t•• S••• M••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$121M
as of Sep 14, 2026
no Form DUnknown
G•••••••• P•••••• C••••• F•••• L•
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$96.4M
as of Nov 13, 2024
no Form DHarvest
M•• H•••••• F••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$82.7M
as of Sep 14, 2026
no Form DHarvest
G•••••••• C••• O••••••••• F•••• L••• S••••• I•••••••• o• t•• S••• M••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$75.4M
as of Sep 14, 2026
no Form DMature
M•• K• F••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$71.0M
as of Sep 14, 2026
no Form DHarvest
W••••••••• P•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$66.7M
as of Sep 14, 2026
no Form DMature
G•••••••• P••••••• S••••• M•••••• C••••• F••• I••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$55.8M
as of Jun 19, 2020
no Form DWound down
M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2•••
ADV: P•••••• Equity Fund
Co-investment vehicle2020
Form D first sale
$55.8M
as of Sep 14, 2026
no Form DUnknown
P•••••• A••••••• S•••• C• C••••••••• F••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$51.3M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••• C•••••• B••••• F••• I••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$49.2M
as of Mar 4, 2022
no Form DWound down
P•••••• A••••••• C••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$46.6M
as of Sep 14, 2026
no Form DHarvest
M•• H••••• F••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$44.3M
as of Sep 14, 2026
no Form DHarvest
R••••••• C••••••••• P••••••• I• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$37.0M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• S•••• C•••••• B••••• F••• V• E•••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$33.7M
as of Nov 13, 2024
no Form DHarvest
C••••••• C•••••• E••••••• B••••• P••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$32.2M
as of Sep 14, 2026
no Form DUnknown
G•••••••• P••••••• S••••• M•••••• C••••• F••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$32.1M
as of Jun 19, 2020
no Form DWound down
N••••• M•••••••• P••••••• I••••• L•
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$31.4M
as of Jun 19, 2020
no Form DWound down
R••••••• C••••••••• P••••••• I• L•••••••• I•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$31.3M
as of Sep 14, 2026
no Form DMature
M•• K• F••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$29.6M
as of Sep 14, 2026
no Form DHarvest
N••••• S••••• M•••••• C••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$25.7M
as of Jun 19, 2020
no Form DWound down
P•••••• A••••••• S•••• C• C••••••••• F••• • E•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$23.4M
as of Sep 14, 2026
no Form DHarvest
C••••••• C•••••• P••••••• I• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$21.5M
as of Sep 14, 2026
no Form DHarvest
N•• Y••• L••• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$21.1M
as of Nov 13, 2024
no Form DHarvest
I•••••••• I••••••••• B• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$7.5M
as of Sep 14, 2026
no Form DHarvest
N••••• S••••• M•••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$5.6M
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• C••••••••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$5.2M
as of Sep 14, 2026
no Form DHarvest
N••••• M•••••••• P••••••• I•• P••••••• F•••• L•
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$4.9M
as of Sep 14, 2026
no Form DHarvest
M•••••• A••••• L••• F••• L•
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$4.7M
as of Sep 14, 2026
no Form DHarvest
N••••• S••••• M•••••• C••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$4.1M
as of Jun 19, 2020
no Form DWound down
N•• Y••• L••• C•••••• P••••••• I•••• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$3.0M
as of Mar 4, 2022
no Form DWound down
N••••• S••••• M•••••• F•••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$1.6M
as of Jan 20, 2023
no Form DWound down
G•••••••• P••••••• C••••••••• V• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$666,573
as of Nov 13, 2024
no Form DHarvest
N•• Y••• L••• C•••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$262,377
as of Jun 19, 2020
no Form DWound down
N••••• S••••• M•••••• C••••• F•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2020
first reported on Form ADV
$238,786
as of Jan 20, 2023
no Form DWound down
N•• Y••• L••• C•••••• P••••••• I••• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$166,203
as of Jun 19, 2020
no Form DWound down
N•• Y••• L••• C•••••• P••••••• I••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$139,926
as of Jun 19, 2020
no Form DWound down
M••••••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$138,145
as of Jan 30, 2024
no Form DWound down
G•••••••• P••••••• C••••••••• V•• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$133,668
as of Nov 13, 2024
no Form DHarvest
M•• M•••••••• F••• I• L••
ADV: P•••••• Equity Fund
Credit fund2020
first reported on Form ADV
$31,153
as of Sep 14, 2026
no Form DHarvest
P•••••• A••••••• C••••••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$0
as of Sep 14, 2026
no Form DHarvest
G•••••••• P••••••• S••••• M•••••• C••••• F••• V• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$0
as of Jun 19, 2020
no Form DWound down
P• S•••••••• F••• V•• L•
ADV: P•••••• Equity Fund
Fund of funds2019
Form D first sale
$784M
as of Sep 14, 2026
$390MUnknown
P• S•••• C• P•••••• E••••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of funds2019
Form D first sale
$563M
as of Sep 14, 2026
$284MUnknown
G•••••••• P••••••• P•••••• D••• V• L•
ADV: P•••••• Equity Fund
Credit fund2019
Form D first sale
$327M
as of Sep 14, 2026
$757MHarvest
T•••• O••••••••• P••••••• S••••• I•••••••• o• t•• S••• S•• M••••••••• F•••• L•••
ADV: Other P•••••• Fund
Fund of funds2019
Form D first sale
$99.3M
as of Sep 14, 2026
$1.6BActive deployment

Showing 100 of 129 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Team
42 current, 12 former
Full team · 42 peoplegrouped by role, with sources
Managing partner (3)
Partner (14)
Principal (9)
Vice president (7)
Board or advisory (5)
Platform (4)
12 former (kept with end dates)
Deals
10 on record, newest first · 0 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 11, 2026A•• F•••••••••Add-on acquisitionLender (confirmed)not in the portfolio readunknownprnewswire.com
Apr 8, 2026N•••• G••• P••••••••• I•••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Jul 23, 2024L• C• I•••••••••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Jul 11, 2024B•• H•••••••• I•••Growth investmentLender (confirmed)not in the portfolio readunknownmpepartners.com
May 9, 2024B•• I•••••••••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
All 10 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 11, 2026A•• F•••••••••Add-on acquisitionLender (confirmed)not in the portfolio readunknownprnewswire.com
Apr 8, 2026N•••• G••• P••••••••• I•••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Jul 23, 2024L• C• I•••••••••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Jul 11, 2024B•• H•••••••• I•••Growth investmentLender (confirmed)not in the portfolio readunknownmpepartners.com
May 9, 2024B•• I•••••••••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Mar 6, 2024W••••••Platform acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Jan 10, 2024P•• D••••• P•••••••Add-on acquisitionLender (confirmed)not in the portfolio readunknownmpepartners.com
Nov 18, 2022F••• S•••••• H•••••• • A•• C••••••••• I•••Majority recapitalizationCo-investornot in the portfolio readunknowncortecgroup.com
Jul 19, 20223• I•••••••••Growth investmentLender (confirmed)not in the portfolio readunknownmpepartners.com
May 5, 2022H••••••Majority recapitalizationLender (confirmed)not in the portfolio readunknownmpepartners.com
Placement agents, lenders, advisers and co-investors
39 relationships
Placement agents (39)
  • N••••• D••••••••• L•• 41 shared · very strong · last Dec 5, 2025
  • E•••• F•••••••• C••••••••• L•• 7 shared · very strong · last Feb 9, 2022
  • M••••• S•••••• 6 shared · very strong · last Jan 1, 2020
  • K•••••• I••• 4 shared · strong · last Jan 1, 2016
  • N•• Y••• L••• I••••••••• M••••••••• A••• L•••••• 3 shared · strong · last Jun 21, 2023
  • K••••••• A••••••• A• 3 shared · strong · last Jan 1, 2019
  • M••••••• L•• 3 shared · strong · last Jan 1, 2013
  • M••••••• • C•••••• L•• 3 shared · strong · last Jan 1, 2016
  • E••• P••••••• S•• 3 shared · strong · last Jan 1, 2014
  • S•••••• S••••••••• 2 shared · recurring · last Jun 21, 2023
  • C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jun 28, 2023
  • B•• P•••••• S• o• B••••• o• I•• W••••• M••••••••• D••••••• 2 shared · recurring · last Jan 1, 2012
  • C•• S••••••••• L• 2 shared · recurring · last Jun 21, 2023
  • A••••• C•••••• M••••••••• L•••••• 1 shared · one time · last Jan 11, 2024
  • L• G•••• L•• 1 shared · one time · last Jan 1, 2012
  • P•• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
  • P•••• C•••• 1 shared · one time · last Jan 1, 2016
  • F•••••• A••••••• A•• 1 shared · one time · last Jan 1, 2014
  • F•••••••• 1 shared · one time · last Jan 1, 2015
  • S••• N•••• S••••••••• A••••••• I••• 1 shared · one time · last Jan 1, 2023
  • A••••• C•••••• A• ••••• 1 shared · one time · last Jan 11, 2024
  • A••••• I••••••••• I••••••••• S••• 1 shared · one time · last Jan 1, 2020
  • P•••••••• C•••••• L••• 1 shared · one time · last Jan 1, 2020
  • E•••••••• S••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
  • C••••• A••••••• 1 shared · one time · last Jan 1, 2020
  • N•• Y••• L••• I••••••••• I••••••••• L••• 1 shared · one time · last Jan 1, 2013
  • W•••• F•••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
  • N•••••••• D••••••••• L•• 1 shared · one time · last Jan 1, 2013
  • K•••• C••••••••• M•••• L•••••• 1 shared · one time · last Jan 1, 2013
  • C•••••••• ••••• L•• 1 shared · one time · last Jan 22, 2025
  • C••••••• L••••••••• S••••• 1 shared · one time · last Jan 1, 2019
  • W•••••• M•••• L•••••• 1 shared · one time · last Jan 1, 2014
  • C••••• A••••••• 1 shared · one time · last Jan 1, 2020
  • N••••••••• B••••••• S••••••• A• 1 shared · one time · last Jan 1, 2019
  • K•••• S••••••••• C••• L••• 1 shared · one time · last Feb 9, 2022
  • M••• M••• J••••• P••••••• L• 1 shared · one time · last Jan 1, 2019
  • B•••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2017
  • S••••••••• I••••••••• G•••• L•• 1 shared · one time
  • M•••• L•••••• 1 shared · one time · last Jan 1, 2016
LP commitments
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 not already shown above, of 3 most recent
  1. Jul 31, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. May 4, 2020
    ••• Locked
    First Form ADV filingFactForm ADV
Full timeline · 3 eventsnewest first, including the LP commitments and deals above
  1. Jul 31, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Nov 18, 2022
  3. May 4, 2020
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

A••••• C•••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Allocators.

Independent Sponsors1RIA and Wealth1Private Credit1Allocators1

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.