Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / F•• S••

F•• S••

Buyout firmMiddle marketParisr•••••••••SEC registered investment adviser

One of the largest independent financial advisory groups, offering Global Advisory, Wealth & Asset Management and our alternative assets business, Five Arrows.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 22 of 25 distinct vehicles are sworn Private Equity Funds; 22 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.00bn Private Equity Fund GAV on the Form ADV filed 2023-12-15
Strategies
GROWTH EQUITY, SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 22 of 25 distinct vehicles are sworn P•••••• Equity Funds; 22 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 15, 2023 to Dec 15, 2023
RAUM
$5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
22
PE fund GAV, latest filing
$2.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.2Bevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
88%
Fund type mix
filed 2023-12-15, latest gav Other Private Fund $218M, Private Equity Fund $2.0B, latest counts Other Private Fund 3, Private Equity Fund 22, lifetime distinct Other Private Fund 3, Private Equity Fund 22
Employees
78
Headquarters
Paris, France
Office address
6 RUE MENARS, Paris, 75002
Business phone
+33-1-40-74-40-74
Stated criteria beside observed behaviour
no observed deals yet
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
not stated or not yet read
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
25 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F••• A••••• S•••••••• O••••••••• V• F•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$410M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$374M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$177M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• W•••••• C••••••••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$177M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• S•••••••• O••••••••• I•
ADV: P•••••• Equity Fund
Fund of fundsunknown$173M
as of Dec 15, 2023
no Form DUnknown
A••••• M•••• M••••••
ADV: Other P•••••• Fund
Fund of fundsunknown$170M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• W•••••• C••••••••• F•••
ADV: P•••••• Equity Fund
Continuation vehicleunknown$132M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$128M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••• E••••• P•••••••• I•
ADV: P•••••• Equity Fund
Fund of fundsunknown$118M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• G••••• C•••••• I•
ADV: P•••••• Equity Fund
Growth fundunknown$78.2M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• D••• P••••••• I••
ADV: Other P•••••• Fund
Credit fundunknown$48.0M
as of Dec 15, 2023
no Form DUnknown
F••• I• a•• A••••• C••••••••• F•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$38.4M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• S•••••••• O••••••••• I••
ADV: P•••••• Equity Fund
Fund of fundsunknown$38.3M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• C••••••••• I•
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$30.7M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• C••••••••• I••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$27.3M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I• H•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$21.6M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• S••••••••• I•••••••••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$16.3M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• G••••• C•••••• I• B•
ADV: P•••••• Equity Fund
Growth fundunknown$15.8M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• S•••••• C••••••••
ADV: P•••••• Equity Fund
Fund of fundsunknown$14.2M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••• E••••• P•••••••• I••
ADV: P•••••• Equity Fund
Fund of fundsunknown$13.5M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• G••••• T••••••••• S••
ADV: P•••••• Equity Fund
Fund of fundsunknown$11.2M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I• C••••••••• F•••
ADV: P•••••• Equity Fund
Continuation vehicleunknown$5.3M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• P•••••••• I••••••••• I• B•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$1.8M
as of Dec 15, 2023
no Form DUnknown
F••• A••••• S•••••••• O••••••••• V•
ADV: P•••••• Equity Fund
Fund of fundsunknown$331,168
as of Dec 15, 2023
no Form DUnknown
F••• A••••• D••• P••••••• I• S••
ADV: Other P•••••• Fund
Credit fundunknown$0
as of Dec 15, 2023
no Form DUnknown
Team
5 current, 0 former
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
4 relationships
Placement agents (4)
  • R••••••••• M••••• M••••• 22 shared · very strong · last Jan 1, 2023
  • R••••••••• • C• A•••• M••••••••• 19 shared · very strong · last Jan 1, 2023
  • R••••••••• • C• W••••• M••••••••• B•••••• 16 shared · very strong · last Jan 1, 2023
  • F••• A••••• M••••••• L•• 14 shared · very strong · last Jan 1, 2023
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
10 most recent
  1. Sep 1, 2026
    Adviser CRD 328935 is not on the SEC registered or exempt adviser roster of 2026-09-01
  2. Aug 17, 2026
    R••••••••• & Co appoints Brent Surber to lead its P•••••• Capital Markets capabilities in North America
  3. Jun 15, 2026
    R••••••••• & Co to acquire Marcard, Stein & Co, strengthening growth in German wealth management
  4. May 19, 2026
    R••••••••• & Co appoints Lucy Baldwin as Global Head of Equities
  5. May 19, 2026
    Hold and review: An approach for investments and tax
  6. May 18, 2026
    R••••••••• & Co expands Global Investor Advisory and appoints Matt Hall as MD, Head of UK Investor Advisory
  7. May 6, 2026
    R••••••••• & Co acted as exclusive financial adviser to the Special Committee of Amex GBT on its ~$6.3bn all cash acquisition by Long Lake
  8. Apr 16, 2026
    R••••••••• & Co appoints Ilga Haubelt, Head of Investments for UK Wealth Management business
  9. Apr 12, 2026
    R••••••••• & Co appoints Grégoire Salignon as Head of R••••••••• M••••• M•••••
  10. Dec 15, 2023
    F•• S•• first filed Form ADV in the extract (IA)
Across the graphs

F•• S•• 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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