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M•••• C•••••• P•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Conshohocken, PAm•••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$81.0M
Form ADV
PE funds
3
Form ADV
Investments held
0 of 9
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (13)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: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2024-07-09
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Jul 8, 2022 to Jul 30, 2026
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
$81.0Mreported gross assets (Form ADV), not fund size
All private fund GAV
$81.0Mevery private fund type, latest filing
2024 PE fund GAV
$81.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-07-09, latest gav Private Equity Fund $81.0M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
unknown
Headquarters
Conshohocken, PA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
United States, Global
Revenue
$15.0M to $200M
EBITDA
$3.0M to $15.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
control
Thesis
••• Locked
Observed from deals on record
roles
unknown 9
period
to unknown, from unknown, undated holdings 9, dated observations 0
window
last unknown, first unknown
control
unknown 9
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
6
disclosed value usd
n 0
sector distribution
count 4, share 0.444, value education, examples JOHN O'HARE, PHIL COOKE, JOHN MATTHEWS, ADI SHANKAR, count 1, share 0.111, value financial services, examples RICH KURTH, count 1, share 0.111, value healthcare services, examples SCOTTIE MILLER
holding period years
n 0
repeat counterparties
subsector distribution
count 4, share 0.444, value education, examples JOHN O'HARE, PHIL COOKE, JOHN MATTHEWS, ADI SHANKAR, count 1, share 0.111, value financial services, examples RICH KURTH, count 1, share 0.111, value dental, examples SCOTTIE MILLER

9 companies on the graph (0 transactions); most in education (4); no dated observations

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$23.1M
as of Jul 9, 2024
no Form DUnknown
M•••• A•••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$10.0M
as of Jul 9, 2024
no Form DUnknown
M•••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Buyout fundunknown$47.9M
as of Jul 9, 2024
no Form DUnknown
Team
13 current, 0 former
Managing partner (6)
Portfolio
9 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••• B••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•• S••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••• B••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• M•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• O•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•• H••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• C••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••• K••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• M•••••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
1 relationships
Placement agents (1)
  • I•••••• C•••••• L•• 1 shared · one time · last Jan 1, 2022
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 26, 2026
  2. Jul 8, 2022
Across the graphs

M•••• C•••••• P•••••••• L•• is the same institution as 2 records in Venture Capital and Independent Sponsors.

Venture Capital1Independent 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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