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S••••• C••••••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Newton, MAs•••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$66.8M
Form ADV
PE funds
5
Form ADV
Investments held
0 of 6
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (14)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: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 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: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Apr 1, 2016 to Mar 29, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$66.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$66.8Mevery private fund type, latest filing
2024 PE fund GAV
$66.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $66.8M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
Employees
unknown
Headquarters
Newton, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
Sectors
software, consumer
Geography
not stated or not yet read
Revenue
$5.0M to $20.0M
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
unknown 6
period
to unknown, from unknown, undated holdings 6, dated observations 0
window
last unknown, first unknown
control
unknown 6
companies
6
geography
investments
6
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
4
disclosed value usd
n 0
sector distribution
count 3, share 0.5, value software, examples Symphony Teleca, 4R Systems, Spi Technologies, count 1, share 0.167, value business services, examples Parago
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.5, value software, examples Symphony Teleca, 4R Systems, Spi Technologies, count 1, share 0.167, value advertising marketing, examples Parago

6 companies on the graph (0 transactions); most in software (3); no dated observations

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• C•••••• O•• F••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$6.3M
as of Mar 29, 2024
no Form DUnknown
S••••• C•••••• S•• O••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$5.2M
as of Mar 29, 2024
no Form DUnknown
S••••• C•••••• S••••• O••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$2.4M
as of Mar 29, 2024
no Form DUnknown
S••••• C•••••• A••••• F••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$313,590
as of Mar 29, 2024
no Form DUnknown
S••••• C•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$8.0M
as of Mar 25, 2019
no Form DWound down
S••••• C•••••• F••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$52.6M
as of Mar 29, 2024
no Form DHarvest
Team
14 current, 1 former
Partner (4)
1 former (kept with end dates)
Portfolio
6 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
4• S••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• C••••••• S••••••• C••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•• T•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• T•••••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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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 25, 2026
    S••••• C••••••: Private Equity Funds on Form ADV 5 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Apr 1, 2016
    S••••• C•••••• first filed Form ADV in the extract (ERA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

S••••• C•••••• 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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