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H••••••••• M••••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· San Diego, CAh•••••••••.com

••• Locked

Regulatory AUM
$271M
Form ADV
PE fund assets
$271M
Form ADV
PE funds
3
Form ADV
Investments held
3 of 4
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (14)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 · 2 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: $0.27bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%, cls-pe-2)
    R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 8, 2020 to Mar 31, 2026
RAUM
$271Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$271Mreported gross assets (Form ADV), not fund size
All private fund GAV
$271Mevery private fund type, latest filing
2024 PE fund GAV
$271Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2026-03-31, latest gav Private Equity Fund $271M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
6
Headquarters
San Diego, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
healthcare
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 4
period
to 2025-06-30, from 2025-06-30, undated holdings 3, dated observations 1
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
2
disclosed value usd
n 0
sector distribution
count 1, share 0.25, value life sciences, examples IlluminOss Medical, count 1, share 0.25, value software, examples ImmersiveTouch
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.25, value medical devices, examples IlluminOss Medical, count 1, share 0.25, value software, examples ImmersiveTouch

4 companies on the graph (0 transactions); most in life sciences (1); observed 2025 to 2025

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H•• I• I••••••••• L•buyout or unlabelled2026
Form D first sale
unknownno reporting$6.6MFundraising
H•• M•• I• O••••••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
Form D first sale
$18.9M
as of Mar 31, 2026
$18.5MUnknown
H••••••••• M••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2021
Form D first sale
$169M
as of Mar 31, 2026
$178MActive deployment
H••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2018
Form D first sale
$83.6M
as of Mar 31, 2026
no Form DUnknown
Team
14 current, 1 former
Partner (5)
Operating partner (1)
1 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I•••••••••Role unknownactiveJun 30, 2025
transaction announcement
1.2 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• E•••••••• S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••Role unknownactiveunknownunknownunknownFact 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
4 relationships
Placement agents (4)
  • P••••••••• W•••••• • C••• I••• 3 shared · strong · last Feb 28, 2025
  • P•••••• A••••••• G•••• 3 shared · strong · last Aug 6, 2026
  • B•• S••••• N••••••• L•• 2 shared · recurring · last Feb 28, 2025
  • C•• C•••••• L•••••• P••••••••• 1 shared · one time
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
3 most recent
  1. Mar 31, 2026
  2. Jun 30, 2025
  3. May 8, 2020
Across the graphs

H••••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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