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.

B•••••• H••••••• L•

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boston, MAb••••••.com

••• Locked

Regulatory AUM
$5.1B
Form ADV
PE fund assets
$1.9B
Form ADV
PE funds
9
Form ADV
Investments held
4 of 11
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (68)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: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.89bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 19, 2020 to Mar 27, 2026
RAUM
$5.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$1.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.1Bevery 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 2024-03-27, latest gav Private Equity Fund $1.9B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
Employees
46
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
Sectors
technology, business services, financial services
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
add on 1, unknown 7, platform 3
period
to 2026-02-18, from 2021-03-19, undated holdings 7, dated observations 7
window
last 2026-02-18, first 2021-03-19
control
control 3, unknown 8
companies
9
geography
investments
11
seller kinds
founder 1, sponsor 1
transactions
3
cadence by year
2021 add ons 1, 2025 other deals 1, 2026 exits 1
platform add on
add ons 1, platforms 3, add ons per platform 0.33
sector known for
6
disclosed value usd
n 0
sector distribution
count 3, share 0.333, value business services, examples Relation, Harbor, Relation Insurance, count 2, share 0.222, value industrial services, examples Polywood, Mavis, count 1, share 0.111, value healthcare services, examples QualDerm Partners
holding period years
n 0
repeat counterparties
role sell side adviser, shared 2, entity id 8ad1b527-e06e-429c-8ea6-6406b14283cb, role legal adviser, shared 2, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16
subsector distribution
count 2, share 0.222, value industrial machinery repair, examples Polywood, Mavis, count 2, share 0.222, value insurance agencies brokerage, examples Relation, Relation Insurance, count 1, share 0.111, value outpatient specialty clinics, examples QualDerm Partners, count 1, share 0.111, value legal services, examples Harbor

9 companies on the graph (3 transactions); most in business services (3); 3 platforms and 1 add-ons; observed 2021 to 2026

Funds
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•••••• M••• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$35.9M
as of Mar 27, 2024
no Form DUnknown
B•••••• M••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$432M
as of Mar 27, 2024
no Form DEarly deployment
B•••••• P••••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$247M
as of Mar 27, 2024
no Form DUnknown
B•••••• M••• C•••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$246M
as of Mar 27, 2024
no Form DEarly deployment
B•••••• C•••••• P••••••• F••• I••• L•
ADV: Private Equity Fund
Buyout fundunknown$509M
as of Mar 27, 2024
no Form DMature
B•••••• C•••••• P••••••• F••• I••• L•
ADV: Private Equity Fund
Buyout fundunknown$417M
as of Mar 27, 2024
no Form DMature
B•••••• C•••••• P••••••• I•
ADV: Private Equity Fund
Buyout fundunknown$0
as of Nov 3, 2020
no Form DUnknown
Team
68 current, 1 former
Managing partner (11)
Partner (7)
Vice president (7)
Associate (6)
Operating partner (9)
Business development (1)
Investor relations (4)
Platform (20)
1 former (kept with end dates)
Portfolio
11 relationships, 3 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
R•••••••PlatformactiveFeb 18, 2026
transaction announcement
7 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H•••••Role unknownexitedJun 4, 2025
transaction announcement
1.3 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••PlatformactiveJun 4, 2025
transaction announcement
1.3 yearsW••• T••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P••••••••• C••••• D•••••••• P•••••••
add-on to P••• F•••••
Add-onactiveMar 19, 2021
transaction announcement
5.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• F•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• F•••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q••••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• I••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Feb 18, 2026Sponsor to sponsorR•••••••Sponsor (confirmed)aquiline.com
Jun 4, 2025Majority investmentH•••••Sponsor (confirmed)b••••••.com
Mar 19, 2021Add-on acquisitionP••••••••• C••••• D•••••••• P•••••••Sponsor (derived)b••••••.com
Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (3)
Financial advisers (1)
  • J••••••• C•••••••• F•••••• 2 shared · recurring · last Feb 18, 2026
Legal advisers (3)
  • K••••••• • E•••• L•• 2 shared · recurring · last Feb 18, 2026
  • L•••• • B•••••• L•• 1 shared · one time · last Jun 4, 2025
  • W•••••• F••• • G•••••••• L•• 1 shared · one time · last Feb 18, 2026
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
12 most recent
  1. Mar 27, 2026
  2. Mar 17, 2026
  3. Feb 18, 2026
  4. Jun 16, 2025
  5. Jun 4, 2025
  6. Jun 4, 2025
  7. Mar 25, 2024
  8. May 23, 2023
  9. Dec 16, 2021
  10. Oct 29, 2021
  11. Mar 19, 2021
  12. Oct 19, 2020
Across the graphs

B•••••• H••••••• 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.

Checking your plan…