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G••••••• L•••••• • C•• L••

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

••• Locked

Regulatory AUM
$12B
Form ADV
PE fund assets
$12B
Form ADV
PE funds
33
Form ADV
Investments held
33 of 85
DFX transaction tape
Deals, last 12 months
3
DFX transaction tape
As of · identity and classification; each section below carries its own date

What matters now

  1. 1 deal
    180 days

    1 deal since 2 Jul 2026: bought R•••• E••••••• S••••• (2 Jul).

    What it is buying now is the best guide to what it will buy next.

    Factannounced deals, press releasesFor Sell-side bankers, founders, lendersAll deals
  2. 4 funds
    backed by one plan

    N•• Y••• S•••• C••••• R••••••••• F••• has backed 4 of its funds since 2014, $1.1B disclosed, and re-upped $300M into L•••••• G••••••• V• (reported 31 Mar 2025).

    A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.

    Factthe plan's own reportsFor LPs, placement agentsTop LPs
  3. +4
    funds on Form ADV

    Private equity funds on its Form ADV went from 29 to 33 (+4).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families
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
108 of 108 distinct vehicles are sworn Private Equity Funds; 57 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $11.91bn Private Equity Fund GAV on the Form ADV filed 2026-08-05
Strategies
Real estate PE, special situations
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    108 of 108 distinct vehicles are sworn Private Equity Funds; 57 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    100 of 100 distinct vehicles are sworn Private Equity Funds; 49 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $12B · 33 PE funds · filed Aug 5, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Mar 29, 2012 to Aug 5, 2026
RAUM
$12Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
33
PE fund GAV, latest filing
$12Breported gross assets (Form ADV), not fund size
All private fund GAV
$12Bevery private fund type, latest filing
2024 PE fund GAV
$12Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 33 funds, $12B reported gross assets, 108 ever reported
Form ADV filed Aug 5, 2026
Employees
55
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 84 observed dealsShow
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
On record
84 companies, 85 holdings, 26 transactions
Period
2013 to 2026 (47 dated observations, 64 holdings undated)
Most deals
Industrial manufacturing (14 of 84, e.g. FSB Global Holdings and Trygg Pharma), healthcare services (9 of 84), specialty distribution (5 of 84) and 5 more
Subsectors
Miscellaneous manufacturing (6 of 84), energy (3 of 84), misc durable wholesale (3 of 84), outpatient mental health substance (3 of 84) and 4 more
Deal roles
18 platforms, 14 add-ons, 53 with role not stated
Add-ons per platform
0.78 add-ons per platform
Control
19 control, 66 not stated
Where
Ny (1 of 84), wa (1 of 84)
Bought from
3 founder, 1 sponsor, 1 corporate parent, 1 unknown
By year
2017: 1 add-on; 2019: 2 add-ons; 2020: 1 platform, 6 add-ons; 2021: 1 platform, 6 add-ons; 2022: 2 add-ons; 2023: 1 add-on, 1 exit; 2024: 1 other deal; 2025: 1 platform, 1 add-on, 1 other deal; 2026: 1 other deal
Repeat counterparties
S••••• • M•••• (legal adviser) on 5 deals, W•••••• • S••••• L•• (legal adviser) on 2 deals, R•• C•••••• M••••••• L•• (buy-side adviser) on 2 deals, S•••••• R••• • Z•••• L•• (legal adviser) on 2 deals and 1 more

84 companies on the graph (26 transactions); most in industrial manufacturing (14); 18 platforms and 14 add-ons; observed 2013 to 2026

Funds
35 families, 108 vehicles on record, 1 more on the reporting tape

29 smaller families are in the full list of vehicles.

View all 108 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L•••••• G••••••• • T••••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$295M
as of Aug 5, 2026
$0Early deployment
L•••••• G••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$3.9B
as of Aug 5, 2026
$4.0BEarly deployment
L•••••• G••••••• V• • P•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$239M
as of Aug 5, 2026
$229MEarly deployment
L•••••• G••••••• A••••• C•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$514M
as of Aug 30, 2024
no Form DEarly deployment
L•••••• G••••••• V• R• A•• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$43.0M
as of Aug 5, 2026
no Form DSuccessor fundraising
L•••••• G••••••• M••••••• C•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$192M
as of Aug 5, 2026
no Form DMature
L•••••• G••••••• C•••••• V• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$49.4M
as of Aug 5, 2026
no Form DSuccessor fundraising
L•••••• G••••••• V• A•• L•
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$41.5M
as of Aug 5, 2026
no Form DSuccessor fundraising
L•••••• G••••••• I• • O••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$4.5M
as of Aug 5, 2026
no Form DHarvest
L• C••••• a• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$2.6M
as of Aug 5, 2026
no Form DUnknown
L•••••• G••••••• E•• C••••• I• O••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$429,158
as of Aug 30, 2024
no Form DHarvest
L•••••• G••••••• I• • a• O••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$332,028
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• C••••• I• O••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$304,125
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • P•• O••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$75,142
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• a• P•••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$16,782
as of Aug 30, 2024
no Form DHarvest
L•••••• G••••••• I• P•••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$717
as of Aug 30, 2024
no Form DHarvest
L•••••• G••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
Form D first sale
$3.0B
as of Aug 5, 2026
$3.4BSuccessor fundraising
L•••••• G••••••• I• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$31.9M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• C••••• I• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$1.4M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • a• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$1.3M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • P•• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$839,110
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I••••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$106,990
as of Apr 29, 2024
no Form DHarvest
L•••••• G••••••• I• R••• A•• L••
ADV: Private Equity Fund
Real estate fund2017
first reported on Form ADV
$83.4M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • a• R••• A•• L•••
ADV: Private Equity Fund
Real estate fund2017
first reported on Form ADV
$52.2M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • P•• R••• A•• L•••
ADV: Private Equity Fund
Real estate fund2017
first reported on Form ADV
$1.3M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$1.2B
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• I• • a• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$745M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• C•••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$42.0M
as of Aug 5, 2026
no Form DMature
L•••••• G••••••• I• • P•• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$17.1M
as of Aug 5, 2026
no Form DHarvest
L•••••• G••••••• E•• C••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$9.2M
as of Aug 5, 2026
no Form DMature
L•••••• G••••••• I•• A•• D• •••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2016
first reported on Form ADV
$1.0M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • a• A•• D• •••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2016
first reported on Form ADV
$864,552
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • A•• D• ••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$1.3M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • a• N•••• D• •••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$751,169
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • a• A•• D• ••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$62,766
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• B• D• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$58,609
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• M•• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$42,958
as of May 15, 2019
no Form DWound down
L•••••• G••••••• I•• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$16.8M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • a• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$3.9M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • a• N•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$2.0M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • F•••••••• E••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
Form D first sale
$1.1M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• C•••••• I•• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$772,974
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• I•• • B• A•• L•••
ADV: Private Equity Fund
Feeder or parallel2013
first reported on Form ADV
$159,936
as of Nov 4, 2022
no Form DWound down
B••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$0
as of Jun 17, 2014
no Form DWound down
L•••••• G••••••• • A••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.2B
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• V• • G••••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$200M
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• • E•••••••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$160M
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• V• E•••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$155M
as of Aug 5, 2026
no Form DUnknown
L•••••• G••••••• V• E••••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$150M
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• • B••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$148M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• V• E•••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$146M
as of Aug 5, 2026
no Form DUnknown
L•••••• G••••••• • B••••••• I• A•• ••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$128M
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• • B••••••• I••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$122M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• C• N• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$102M
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• • a• A•• ••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$101M
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• C•••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$47.6M
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• I•• C• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$24.8M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• V• R•• P••• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$20.0M
as of Aug 5, 2026
$0Unknown
L•••••• G••••••• • B••••••• I• A•• ••••••••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$13.9M
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• • B••••••• I• • a• A•• ••••••••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$12.0M
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• I•• • a• C• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$10.2M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• • B••••••• I• • B• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$5.5M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$3.9M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• • P•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.9M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.0M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• • B••••••• I• P•• A•• ••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$2.4M
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• • B••••••• I• • a• N•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.6M
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$1.6M
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• I•• • a• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.1M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• C•••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.0M
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• • B••••••• I• • a• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$972,384
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• • P•••• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$746,040
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$679,588
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• N•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$613,625
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• C••••••••• I• A•• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$543,032
as of May 15, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• • P•• A•• ••••••••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$485,699
as of Jul 27, 2018
no Form DUnknown
L•••••• G••••••• C••••••••• A•• I• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$482,496
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• C••••••••• I• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$471,859
as of May 15, 2019
no Form DWound down
L•••••• G••••••• I•• • B• C• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$465,157
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• • B••••••• P•• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$169,844
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B••••••• I• • B• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$138,353
as of May 15, 2019
no Form DWound down
L•••••• G••••••• E••••••• C•••••• I•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$78,372
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• • B••••••• I• • P•• A•• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$67,303
as of May 15, 2019
no Form DWound down
L•••••• G••••••• I•• • B• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$48,575
as of Nov 4, 2022
no Form DWound down
L•••••• G••••••• E••••••• C••••••••• I• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$41,749
as of May 15, 2019
no Form DWound down
L•• G• C•••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$5,592
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B••••••• C• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Oct 10, 2017
no Form DWound down
L•••••• G••••••• • B••••••• I• • a• C• N• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jan 11, 2019
no Form DWound down
B••••••• H••••••• S•••••• S••••••••• L•••
ADV: Private Equity Fund
Special situations fundunknown$0
as of Jul 27, 2018
no Form DHarvest
L•••••• G••••••• I•• • B• R••• A•• L•••
ADV: Private Equity Fund
Real estate fundunknown$0
as of Oct 10, 2017
no Form DWound down
L•••••• G••••••• • B••••••• I• C• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jan 11, 2019
no Form DWound down
B••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 27, 2018
no Form DHarvest
B••••• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jun 17, 2014
no Form DWound down
B••••••• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 27, 2018
no Form DHarvest
L•••••• G••••••• C••••••••• I• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$0
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 27, 2018
no Form DHarvest
B•••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$0
as of Jul 27, 2018
no Form DHarvest
L•••••• G••••••• • B••••••• • P•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jan 11, 2019
no Form DWound down
L•••••• G••••••• • B••••••• • P•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jan 11, 2019
no Form DWound down
B• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 27, 2018
no Form DHarvest

Showing 100 of 108 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Gross assets by year from the annual reporting tape1 more fund, not yet on the fund tableShow

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
F• P••••••• L•••Private Equity Fund2023 to 2023
$0
filed Nov 6, 2023
adviserinfo.sec.gov
Team
12 current, 22 former
Full team · 12 peoplegrouped by role, with sources
Managing partner (5)
Partner (2)
Board or advisory (3)
Platform (2)
22 former (kept with end dates)
Deals
93 on record, newest first · 18 platforms · 14 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Jul 2, 2026R•••• E••••••• S•••••Type not statedSponsor (confirmed)active
held 3 months
E••• F•• (confirmed)l•••••••••.com
Dec 19, 2025P••• C•••••••••Type not statedSponsor (confirmed)not in the portfolio readunknownl•••••••••.com
Nov 10, 2025E••• C••••••• D•••••••••Platform acquisitionSponsor (confirmed)active
held 11 months
unknownl•••••••••.com
Apr 9, 2025V••••••• • K•••• I•••Add-on acquisitionSponsor (confirmed)active
held 1.5 years
K•••••• A•••••• (confirmed)l•••••••••.com
Aug 8, 2024G••••• S•••• F••••Majority investmentSponsor (confirmed)active
held 2.1 years
R•••••• T••••••• (confirmed)l•••••••••.com
All 93 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Jul 2, 2026R•••• E••••••• S•••••Type not statedSponsor (confirmed)active
held 3 months
E••• F•• (confirmed)l•••••••••.com
Dec 19, 2025P••• C•••••••••Type not statedSponsor (confirmed)not in the portfolio readunknownl•••••••••.com
Nov 10, 2025E••• C••••••• D•••••••••Platform acquisitionSponsor (confirmed)active
held 11 months
unknownl•••••••••.com
Apr 9, 2025V••••••• • K•••• I•••Add-on acquisitionSponsor (confirmed)active
held 1.5 years
K•••••• A•••••• (confirmed)l•••••••••.com
Aug 8, 2024G••••• S•••• F••••Majority investmentSponsor (confirmed)active
held 2.1 years
R•••••• T••••••• (confirmed)l•••••••••.com
Sep 19, 2023K•••••••••Sponsor to sponsorSponsor (confirmed)active
held 3.0 years
K•••••• A•••••• (confirmed)wppartners.com
Jul 5, 2023G••••••• L•••••• • C•• L••Add-on acquisitionSponsor (confirmed), Target (confirmed)not in the portfolio readunknownl•••••••••.com
Jun 28, 2022G••••••• L•••••• • C•• L••Add-on acquisitionSponsor (confirmed), Target (confirmed)not in the portfolio readunknownl•••••••••.com
Feb 15, 2022P•• I•••••••••Add-on acquisitionSponsor (derived)not in the portfolio readunknownl•••••••••.com
Oct 25, 2021P•• I•••••••••Add-on acquisitionSponsor (derived)active
held 4.9 years
unknownl•••••••••.com
Oct 6, 2021I•• E••••••••• C••••Add-on acquisitionSponsor (derived)active
held 5.0 years
unknownl•••••••••.com
Sep 27, 2021G••••••• L•••••• • C•• L••Add-on acquisitionTarget (confirmed), Sponsor (confirmed)not in the portfolio readunknownl•••••••••.com
Sep 9, 2021C••••••••Add-on acquisitionSponsor (derived)active
held 5.0 years
unknownl•••••••••.com
Jul 19, 2021B•• A•• F•••Exit to a strategic buyerSeller (confirmed)exited
exited Jul 19, 2021
unknownl•••••••••.com
Jun 2, 2021M••• P•• N••Add-on acquisitionSponsor (confirmed)active
held 5.3 years
unknownl•••••••••.com
May 17, 2021S•••• F••••••••Exit to a strategic buyerSeller (confirmed)not in the portfolio readunknownl•••••••••.com
May 17, 2021S•••• F••••••••Exit to a strategic buyerSeller (confirmed)not in the portfolio readunknownl•••••••••.com
May 17, 2021S•••• F••••••••Exit to a strategic buyerSeller (confirmed)exited
exited May 17, 2021
unknownl•••••••••.com
Mar 31, 2021M••• P••Add-on acquisitionSponsor (derived)active
held 5.5 years
unknownl•••••••••.com
Mar 12, 2021A••••• N•••• A••••••Platform acquisitionSponsor (confirmed)active
held 5.5 years
R•••••• T••••••• (confirmed)l•••••••••.com
Dec 21, 2020P••• C•••••••••Platform acquisitionSponsor (confirmed)exited
held 5.8 years
K•••••• A•••••• (confirmed)l•••••••••.com
Nov 24, 2020D•••••• I•••••••••Add-on acquisitionSponsor (derived)active
held 5.8 years
unknownl•••••••••.com
Sep 24, 2020D•••••• I•••••••••Add-on acquisitionSponsor (derived)not in the portfolio readunknownl•••••••••.com
May 5, 2020A•••••• T•••••••• S•••••••Add-on acquisitionSponsor (derived)active
held 6.4 years
unknownl•••••••••.com
Apr 2, 2020C•••• H••••Add-on acquisitionSponsor (derived)active
held 6.5 years
unknownl•••••••••.com
Mar 19, 2020V•• M•••••Exit to a strategic buyerSeller (confirmed)exited
exited Mar 19, 2020
unknownl•••••••••.com
Feb 10, 2020S•••••••• P••••• B•••••••Add-on acquisitionSponsor (confirmed)active
held 6.6 years
unknownl•••••••••.com
Jan 7, 2020S••••••• C••••••••• R••••••••• C•••••Add-on acquisitionSponsor (confirmed)active
held 6.7 years
unknownl•••••••••.com
Mar 11, 2019A••••• C••••••••Add-on acquisitionSponsor (confirmed)active
held 7.5 years
unknownl•••••••••.com
Mar 5, 2019C•••••• A••••••••Add-on acquisitionSponsor (derived)active
held 7.6 years
unknownl•••••••••.com
Apr 18, 2017I•••••••••Add-on acquisitionSponsor (derived)active
held 9.4 years
unknownl•••••••••.com
Aug 29, 2013
form d related person first sale
C•••• • C••Portfolio relationshipRole unknownexited
held 13.1 years
unknownFact Firm website
date unknownP•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••• P•••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••• S••••• H•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••• A••••••••• a•• E••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP• S••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR•••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW•••••• C••• E•••••••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownD••• C•• W•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••• R•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•• G••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownK••••••• • C••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••Portfolio relationshipPlatformactiveunknownFact Press release
date unknownC•••• P•••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP• M••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR•••••• M••••• H•••••Portfolio relationshipPlatformexitedunknownFact Press release
date unknownB••• N•••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG••••• W••• P•••••••• G••••Portfolio relationshipPlatformactiveunknownFact Firm website
date unknownW••••• C••••••••• E••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM•• E••••• S•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW••••• P••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••• I•••••••••Portfolio relationshipPlatformactiveunknownFact Firm website
date unknownT•••• P•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO•••••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••• B•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL•••••••• D•••••Portfolio relationshipPlatformactiveunknownFact Firm website
date unknownB•••••••• M•••••••• C••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR•••• R••••••• H•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••• E••••• S••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•• B•••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••Portfolio relationshipPlatformactiveunknownFact Firm website
date unknownE•• F••••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownA••• R•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••• S•••••••• S••••••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownS••• M••••• H•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL••••• T••• S••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW••••••••• H•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownB••••••••• C••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••• I•••••••• S•••••••• I•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF•••••••• E•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM•• H•••••••Portfolio relationshipPlatformactiveunknownFact Press release
date unknownA••••••••• S••••••• o• A••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknowns•••••• S•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownK••••••• F•••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownD•••••• V••••••••• N••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••• A••••••• P•••••• S••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••••• T•••••••••Portfolio relationshipPlatformactiveunknownFact Firm website
date unknownR•••••• M••••• H•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••• I••••••••• M•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP••• E••••••• C•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD••••• T•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownM•••• B••••••• C••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
Placement agents, lenders, advisers and co-investors
32 relationships
Placement agents (7)
  • B••••••• I••••••• S•••••••• I••• 3 shared · strong · last Sep 15, 2025
  • M•• C•••••• A••••••• L•••••• 3 shared · strong · last Jan 1, 2024
  • C••••••• L•••••• • C•• I••• 2 shared · recurring · last Sep 15, 2025
  • P••••• S••• 2 shared · recurring · last Sep 15, 2025
  • H••••••• S••••••••• C••• L••• 2 shared · recurring · last Jan 1, 2024
  • G••••••• F•••••• 2 shared · recurring · last Jan 1, 2024
  • E••••••• G•••• L••••• 1 shared · one time · last Nov 27, 2024
Financial advisers (14)
  • H••••••• L•••• 3 shared · strong · last Sep 19, 2023
  • H••••• W••••••• 2 shared · recurring · last Aug 8, 2024
  • R•• C•••••• M••••••• L•• 2 shared · recurring · last Nov 24, 2020
  • A•••••• 1 shared · one time · last Mar 12, 2021
  • P••• R•••••••• 1 shared · one time · last Apr 9, 2025
  • A••••••• R••••••••• • C•• 1 shared · one time · last Aug 8, 2024
  • M••••••• G•••••• 1 shared · one time · last Apr 9, 2025
  • C••••••• P••••••• 1 shared · one time · last Nov 10, 2025
  • C••••••• B••• 1 shared · one time · last Feb 10, 2020
  • L••••• 1 shared · one time · last Sep 27, 2021
  • A•• A••••••• L•• 1 shared · one time · last Sep 19, 2023
  • C••••• S••••• 1 shared · one time · last Feb 10, 2020
  • J••••••• 1 shared · one time · last Nov 10, 2025
  • S••••• 1 shared · one time · last Aug 8, 2024
Legal advisers (11)
  • S••••• • M•••• 5 shared · very strong · last Oct 25, 2021
  • W•••••• • S••••• L•• 2 shared · recurring · last Apr 9, 2025
  • S•••••• R••• • Z•••• L•• 2 shared · recurring · last Nov 24, 2020
  • G•••••• P•••••• 1 shared · one time · last Jul 5, 2023
  • L••••• • W•••••• L•• 1 shared · one time · last Nov 10, 2025
  • W••• • E•••• 1 shared · one time · last Jul 5, 2023
  • A••••••• G••••••• 1 shared · one time · last Nov 10, 2025
  • N•••••• L•• L•• 1 shared · one time · last Oct 25, 2021
  • D•••••• F••••••••• L•• 1 shared · one time · last Apr 9, 2025
  • H•••••• • K••••• 1 shared · one time · last Jul 5, 2023
  • M•••••••• W••• • E•••• L•• 1 shared · one time · last Sep 27, 2021
LP commitments
4 LPs, 14 disclosed commitments
  • N•• Y••• S•••• C••••• R••••••••• F•••
    5 commitments to 3 funds · $1.3B disclosed
    2025-03-31
  • P••••••••• P••••• S••••• E••••••••• R••••••••• S•••••
    2 commitments to 1 fund · $250M disclosed
  • C••••••••• P••••• E••••••••• R••••••••• S•••••
    1 commitment to 1 fund · $137M disclosed
  • L•• A•••••• C••• E••••••••• R••••••••• S•••••
    2 commitments to 2 funds · $38.1M disclosed
All 14 commitmentsgrouped by LP, largest first
P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• $250M disclosed
C••••••••• P••••• E••••••••• R••••••••• S••••• $137M disclosed
L•• A•••••• C••• E••••••••• R••••••••• S••••• $38.1M disclosed
Events
44 not already shown above, of 60 most recent
  1. Sep 16, 2026
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  2. Aug 10, 2026
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  3. Aug 5, 2026
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    PE fund count changedFactForm ADV
  4. Jul 2, 2026
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  5. Feb 5, 2026
    ••• Locked
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Full timeline · 60 eventsnewest first, including the LP commitments and deals above
  1. Sep 16, 2026
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  2. Aug 10, 2026
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  3. Aug 5, 2026
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    PE fund count changedFactForm ADV
  4. Jul 2, 2026
  5. Jul 2, 2026
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  6. Feb 5, 2026
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  7. Jan 28, 2026
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  8. Jan 6, 2026
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  9. Dec 19, 2025
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  11. Nov 10, 2025
  12. Nov 10, 2025
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  13. Jul 22, 2025
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  14. Apr 9, 2025
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  15. Mar 31, 2025
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    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  16. Mar 11, 2025
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    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  17. Sep 27, 2024
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  18. Aug 8, 2024
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  19. Aug 8, 2024
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  20. Jul 15, 2024
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  21. Oct 9, 2023
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  22. Sep 19, 2023
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  23. Sep 19, 2023
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  24. Jul 5, 2023
  25. Jul 5, 2023
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  26. Apr 19, 2023
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  27. Feb 7, 2023
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  28. Jun 28, 2022
  29. Jun 28, 2022
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  30. May 19, 2022
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  31. May 4, 2022
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  32. Apr 4, 2022
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  33. Feb 15, 2022
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  34. Jan 18, 2022
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  35. Oct 25, 2021
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  36. Oct 6, 2021
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  37. Sep 27, 2021
  38. Sep 27, 2021
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  39. Sep 9, 2021
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  40. Aug 12, 2021
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  41. Jul 19, 2021
  42. Jul 19, 2021
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  43. Jul 2, 2021
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  44. Jun 2, 2021
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  45. May 17, 2021
  46. May 17, 2021
  47. May 17, 2021
  48. May 17, 2021
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  49. Apr 5, 2021
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  50. Mar 31, 2021
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  51. Mar 12, 2021
  52. Mar 12, 2021
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  53. Mar 10, 2021
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  54. Dec 21, 2020
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  55. Dec 21, 2020
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  56. Dec 10, 2020
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  57. Nov 24, 2020
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  58. Sep 24, 2020
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  59. Sep 15, 2020
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  60. May 5, 2020
    ••• Locked
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Across the graphs

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

Independent Sponsors1RIA and Wealth1Allocators1Private 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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