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P••••••••• C•••••• M••••••••• I•• L••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Oklahoma City, OKp•••••••••.com

••• Locked

Regulatory AUM
$117M
Form ADV
PE fund assets
$86.4M
Form ADV
PE funds
5
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (5)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 firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-06-19
Classification history (2)
  1. Sep 18, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    p•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 9 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Jun 19, 2024
RAUM
$117Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$86.4Mreported gross assets (Form ADV), not fund size
All private fund GAV
$117Mevery private fund type, latest filing
2024 PE fund GAV
$86.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
78%
Fund type mix
filed 2024-06-19, latest gav Other Private Fund $30.1M, Private Equity Fund $86.4M, latest counts Other Private Fund 1, Private Equity Fund 5, lifetime distinct Other Private Fund 2, Private Equity Fund 7
Employees
8
Headquarters
Oklahoma City, OK
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
manufacturing, healthcare
Geography
United States, Europe
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
control
Thesis
••• Locked
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
9 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P••••••••• C•••••• B••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$10.9M
as of Jun 19, 2024
no Form DHarvest
P••••••••• C•••••• E••••• I••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$31.4M
as of Jun 19, 2024
no Form DHarvest
P••••••••• C•••••• E••••• M•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$17.1M
as of Jun 19, 2024
no Form DHarvest
P••••••••• C•••••• E••••• I••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$10.9M
as of Jun 19, 2024
no Form DHarvest
P••••••••• C•••••• O••••••••• F••• I••• L•
ADV: Other Private Fund
buyout or unlabelledunknown$30.1M
as of Jun 19, 2024
no Form DHarvest
P••••••••• C•••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$16.2M
as of Jun 19, 2024
no Form DHarvest
P•••••••• C•••••• I•••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$14.1M
as of Apr 2, 2020
no Form DWound down
P••••••••• C•••••• I••••••••• L•
ADV: Other Private Fund
buyout or unlabelledunknown$7.0M
as of Apr 2, 2020
no Form DWound down
P••••••••• C•••••• I•••••••• I•••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$2.2M
as of Apr 2, 2020
no Form DWound down
Team
5 current, 3 former
3 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
1 relationships
Placement agents (1)
  • B••• H••••••• 1 shared · one time · last Jan 1, 2015
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
2 most recent
  1. Sep 1, 2026
  2. Feb 14, 2012
Across the graphs

P••••••••• C•••••• M••••••••• I•• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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