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.

P••••••• E••••• P•••••••• L••

Fund of fundsClassification probableMiddle marketSEC registered investment adviser· Dallas, TXp•••••••••.com

••• Locked

Regulatory AUM
$2.4B
Form ADV
PE fund assets
$1.9B
Form ADV
PE funds
10
Form ADV
Investments held
25 of 25
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (47)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 basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 6 of 9 admitted vehicles carry the sworn fund-of-funds flag
Size band
Middle marketdefined by: proxy: $1.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 6 of 9 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 12, 2020 to Mar 30, 2026
RAUM
$2.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$1.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.7Bevery private fund type, latest filing
2024 PE fund GAV
$1.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $1.9B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 9
Employees
34
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
25 observed deals
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
••• Locked
Observed from deals on record
roles
unknown 25
period
to unknown, from unknown, undated holdings 25, dated observations 0
window
last unknown, first unknown
control
unknown 25
companies
25
geography
investments
25
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
4
disclosed value usd
n 0
sector distribution
count 3, share 0.12, value financial services, examples Corporate Loan to GCOM, Corporate Loan to Promise Confections, Corporate Loan to Optimal Blue, LLC, count 1, share 0.04, value education, examples Development of The Standard at Kennesaw State University
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.12, value financial services, examples Corporate Loan to GCOM, Corporate Loan to Promise Confections, Corporate Loan to Optimal Blue, LLC, count 1, share 0.04, value education, examples Development of The Standard at Kennesaw State University

25 companies on the graph (0 transactions); most in financial services (3); no dated observations

Funds
9 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P••••••• S•••••••• L•••••• C•••••• I•• L••
ADV: Private Equity Fund
Credit fund2024
first reported on Form ADV
$101M
as of Mar 29, 2024
no Form DUnknown
S•••••••• H•••••• C••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$454M
as of Mar 29, 2024
no Form DEarly deployment
P••••••• E••••• P••••••• O••••••••• F••• I• •••••••• L•••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$285M
as of Mar 29, 2024
no Form DEarly deployment
P••••••• E••••• P••••••• O••••••••• F••• I•• L•••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$167M
as of Mar 29, 2024
no Form DEarly deployment
R•••••• H•••••• C••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$351M
as of Mar 29, 2024
no Form DActive deployment
P••••••• E••••• P••••••• O••••••••• F••• I• •••••••• L•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$269M
as of Mar 29, 2024
no Form DUnknown
P••••••• E••••• P••••••• O••••••••• F••• I• L•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$222M
as of Mar 29, 2024
no Form DUnknown
P••••••• C••••••••• H••••••• •••••••• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$39.9M
as of Mar 29, 2024
no Form DActive deployment
P••••••• C••••••••• H•••••••• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$9.8M
as of Mar 29, 2024
no Form DActive deployment
Team
47 current, 1 former
Managing partner (7)
Principal (6)
Vice president (11)
Platform (10)
1 former (kept with end dates)
Portfolio
25 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••••• o• 1•• S••••• S•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• A•• P•••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• B•• S••• D••••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• E•••••••• G••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• E••••••• S•••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• L••••••• a• C••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• Q•••• F•••••• H•••••• C••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• T•• S••••••• a• O•• H••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• T••• E•••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• U•• S•••• P•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••••••• o• W•••••• C•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••• L••• t• G•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••• L••• t• O•••••• B•••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••• L••• t• P•••••• C•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• o• R••••• 1•• B••••••• P•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• o• T•• A•••• S•••• F•Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• o• T•• L•••• a• D••••• P•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• o• T•• S••••••• a• K••••••• S•••• U•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• o• T••••• O••• T••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••••• H•••• P••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••••••• w••• F•••• C••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••• E••••• I••••••••• D••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••• E••••• I••••••••• K••••• M•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••• e••••• i••••••••• K•••• I••••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••• o• U••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
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
2 relationships
Placement agents (2)
  • I•••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2024
  • P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2021
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
7 most recent
  1. Sep 15, 2026
  2. Jul 30, 2026
  3. Mar 30, 2026
  4. Apr 10, 2025
  5. Dec 17, 2024
  6. May 21, 2024
  7. Mar 12, 2020
Across the graphs

P••••••• E••••• P•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.

Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1

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…