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.

P••••••• A•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TXp•••••••••.com

••• Locked

Regulatory AUM
$218M
Form ADV
PE fund assets
$73.7M
Form ADV
PE funds
3
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (23)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: 2 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 4 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
Mar 8, 2017 to Mar 24, 2026
RAUM
$218Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$73.7Mreported gross assets (Form ADV), not fund size
All private fund GAV
$218Mevery private fund type, latest filing
2024 PE fund GAV
$73.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
50%
Fund type mix
filed 2024-03-29, latest gav Real Estate Fund $160M, Private Equity Fund $73.7M, latest counts Real Estate Fund 2, Private Equity Fund 2, lifetime distinct Real Estate Fund 2, Private Equity Fund 2
Employees
31
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
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

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

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•• I• J•• M••••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$51.4M
as of Mar 29, 2024
no Form DActive deployment
P•• I• 5••• C••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$22.3M
as of Mar 29, 2024
no Form DHarvest
P••••••• S••••••••• F••• I• L•
ADV: Real Estate Fund
buyout or unlabelled2017
first reported on Form ADV
$36.4M
as of Mar 29, 2024
no Form DHarvest
Team
23 current, 1 former
Managing partner (5)
Platform (8)
1 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
2 relationships
Placement agents (2)
  • P••••••• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2019
  • P••••• A••••••• 1 shared · one time · last Jan 1, 2019
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. Mar 24, 2026
  2. Mar 8, 2017
Across the graphs

P••••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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…