Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / C•••••• M••••••••• L••

C•••••• M••••••••• L••

Venture firm with private equity activity · probableLower middle marketBellevue, WAc••••••••.comSEC registered investment adviser
Classification
Class
Venture firm with private equity activityprobable, confidence 70%
Basis
R3: 15 sworn Venture Capital Funds against 8 Private Equity Funds over 2011-2024
Size band
Lower middle marketdefined by: proxy: $0.79bn Private Equity Fund GAV on the Form ADV filed 2024-11-15
Classification history (1)
  1. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-1)
    R3: 15 sworn Venture Capital Funds against 8 P•••••• Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 17, 2021 to Nov 15, 2024
RAUM
$10Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$790Mreported gross assets (Form ADV), not fund size
All private fund GAV
$10Bevery private fund type, latest filing
2024 PE fund GAV
$790Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
22%
Fund type mix
filed 2024-11-15, latest gav Hedge Fund $4.5B, Other Private Fund $3.8B, Private Equity Fund $790M, Venture Capital Fund $1.1B, latest counts Hedge Fund 5, Other Private Fund 6, Private Equity Fund 5, Venture Capital Fund 13, lifetime distinct Hedge Fund 5, Other Private Fund 8, Private Equity Fund 8, Venture Capital Fund 15
Employees
70
Headquarters
Bellevue, WA
Office address
1110 112TH AVENUE NE, SUITE 202, Bellevue, WA, 98004
Business phone
425-371-7500
Stated criteria beside observed behaviour
3 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
not stated or not yet read
Observed from deals on record
roles
unknown 3
period
to unknown, from unknown, undated holdings 3, dated observations 0
window
last unknown, first unknown
control
unknown 3
companies
3
geography
count 1, share 0.333, value CA, count 1, share 0.333, value WA
investments
3
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

3 companies on the graph (0 transactions); no dated observations

Funds
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P••• P•••••• E••••• L•
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$6.7M
as of Nov 15, 2024
no Form DUnknown
C•••••• I•••••••• P•••••• E••••• L•
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$2.1M
as of Nov 15, 2024
no Form DUnknown
C•••••• Z•••••• P•••••• E••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2023
first reported on Form ADV
$0
as of Feb 12, 2024
no Form DWound down
C••••• C••••••••• L••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$369M
as of Nov 15, 2024
no Form DUnknown
V••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$310M
as of Feb 24, 2023
no Form DWound down
V••••• C•••••• H••••••• C••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$228M
as of Nov 15, 2024
no Form DUnknown
V••••• C•••••• O••••••• O••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$185M
as of Nov 15, 2024
no Form DUnknown
V••••• C•••••• S•••••••• G••••••••• P•••••••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$24.8M
as of Nov 17, 2021
no Form DUnknown
Team
6 current, 3 former
3 former (kept with end dates)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P•••••• C•••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••• F••• T•••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
W•••••••• P•••••••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
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
1 most recent
  1. Nov 17, 2021
    C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

C•••••• M••••••••• 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.

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