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T•• B••••• G••••

Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· Washington, D.C., DCb•••••.com

••• Locked

Regulatory AUM
$722M
Form ADV
PE fund assets
$46.4M
Form ADV
PE funds
3
Form ADV
Investments held
0 of 22
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (51)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 firmprobable, confidence 65%
Basis
R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-11-20
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Dec 14, 2022 to Apr 28, 2026
RAUM
$722Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$46.4Mreported gross assets (Form ADV), not fund size
All private fund GAV
$319Mevery private fund type, latest filing
2024 PE fund GAV
$46.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-20, latest gav Private Equity Fund $46.4M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
unknown
Headquarters
Washington, D.C., DC
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
22 observed deals
Stated by the firm
Sectors
education
Geography
not stated or not yet read
Revenue
$5.0M to $25.0M
EBITDA
$1.0M to $5.0M
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
unknown 22
period
to unknown, from unknown, undated holdings 22, dated observations 0
window
last unknown, first unknown
control
unknown 22
companies
22
geography
investments
22
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
14
disclosed value usd
n 0
sector distribution
count 10, share 0.455, value software, examples Better Impact, Peak Performance, AirTera, Geographic Technologies Group, count 2, share 0.091, value healthcare it, examples College Planner Pro, Renvio, count 1, share 0.045, value business services, examples Bay Road Insurance Partners, count 1, share 0.045, value financial services, examples Boost
holding period years
n 0
repeat counterparties
subsector distribution
count 9, share 0.409, value software, examples Better Impact, Peak Performance, AirTera, Geographic Technologies Group, count 2, share 0.091, value healthcare it, examples College Planner Pro, Renvio, count 1, share 0.045, value insurance agencies brokerage, examples Bay Road Insurance Partners, count 1, share 0.045, value financial services, examples Boost, count 1, share 0.045, value vertical software, examples Firm Prospects

22 companies on the graph (0 transactions); most in software (10); no dated observations

n 14, kind sector, period to unknown, from unknown, undated holdings 22, dated observations 0, stated education, examples Better Impact, Peak Performance, AirTera, Geographic Technologies Group, Test Assure, observed top software, observed share 0.71, stated evidence quote ••• Locked, source url https://b•••••.com/
Funds
1 on record, 2 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$46.4M
as of Nov 20, 2024
no Form DUnknown
Gross assets by year from the annual reporting tape

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
B••••• F••• I• L•Private Equity Fund2026 to 2026
$140M
filed Apr 28, 2026
reports.adviserinfo.sec.gov
B••••• F••• I•• L•Private Equity Fund2026 to 2026
$49.0M
filed Apr 28, 2026
reports.adviserinfo.sec.gov
Team
51 current, 0 former
Managing partner (18)
Operating partner (6)
Business development (1)
Platform (5)
Other (10)
Portfolio
22 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• S••••• I••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•• R••• I•••••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••• I•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• H••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• P•••••• P••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E• S••••••••• f•• M•••••• A•••••• T••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••• P••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• L•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••••••• T••••••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••• H••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• M•••••• S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• F••• a•• A•••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• D••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• t•• M••••• U•••• V•••••••• G••••• t• C••••••••• I•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• T••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• A•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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•••• L•• 1 shared · one time · last Jan 1, 2022
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. Apr 28, 2026
  2. Dec 14, 2022
Across the graphs

T•• B••••• G•••• 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.

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