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F••••••••• P••••••• L••

CandidateClassification candidateunsizedSEC registered investment adviser· Milwaukee, WIf•••••••••.com

••• Locked

Regulatory AUM
$188M
Form ADV
PE fund assets
$130M
Form ADV
PE funds
8
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (26)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 basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 4 Private Equity Fund(s) among 9 vehicles; no rule fired
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 4 Private Equity Fund(s) among 9 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 25, 2016 to Apr 3, 2018
RAUM
$188Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$130Mreported gross assets (Form ADV), not fund size
All private fund GAV
$339Mevery 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
44%
Fund type mix
filed 2018-04-03, latest gav Real Estate Fund $208M, Private Equity Fund $130M, latest counts Real Estate Fund 10, Private Equity Fund 8, lifetime distinct Real Estate Fund 5, Private Equity Fund 4
Employees
9
Headquarters
Milwaukee, WI
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
Geography
United States
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
from $800,000
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
8 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
W•••••••• • M•••••••• H•••• F•••••• L••
ADV: Real Estate Fund
buyout or unlabelledunknown$47.3M
as of Apr 3, 2018
no Form DUnknown
A•••••• H•••• I••••••••• L••
ADV: Real Estate Fund
buyout or unlabelledunknown$46.0M
as of Apr 3, 2018
no Form DEarly deployment
M•• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$35.3M
as of Apr 3, 2018
no Form DEarly deployment
R•• F••••••••• C••••••••• I••••••••• F••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$14.8M
as of Apr 3, 2018
no Form DUnknown
F•• W• F•••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$12.4M
as of Apr 3, 2018
no Form DEarly deployment
F•• W••• A•••• H•••• F•••••• L••
ADV: Real Estate Fund
buyout or unlabelledunknown$10.3M
as of Apr 3, 2018
no Form DEarly deployment
E•• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.6M
as of Apr 3, 2018
no Form DEarly deployment
A•••••• H•••• I••••••••• 1• L••
ADV: Real Estate Fund
buyout or unlabelledunknown$0
as of Apr 3, 2018
no Form DUnknown
Team
26 current, 0 former
Partner (7)
Business development (1)
Investor relations (1)
Platform (7)
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
3 relationships
Placement agents (3)
  • S•• M••••••••• 6 shared · very strong · last Jan 1, 2016
  • B•••• T•••• C••••••• L•• 1 shared · one time · last Jan 1, 2016
  • T•••••••• F•••••••• G••••• I••• 1 shared · one time · last Jan 1, 2016
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. Oct 25, 2016
Across the graphs

F••••••••• P••••••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA 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.

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