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C••••••••• P•••••••• L•••

Hybrid managerClassification probableLower middle marketSEC registered investment adviser· New York, NYc•••••••••.com

••• Locked

Regulatory AUM
$56B
Form ADV
PE fund assets
$518M
Form ADV
PE funds
2
Form ADV
Investments held
9 of 9
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 114 distinct vehicles; hedge, securitized or liquidity vehicles 112
Size band
Lower middle marketdefined by: proxy: $0.52bn Private Equity Fund GAV on the Form ADV filed 2024-11-21
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 2 of 114 distinct vehicles; hedge, securitized or liquidity vehicles 112
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Nov 21, 2024
RAUM
$56Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$518Mreported gross assets (Form ADV), not fund size
All private fund GAV
$45Bevery private fund type, latest filing
2024 PE fund GAV
$518Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
2%
Fund type mix
filed 2024-11-21, latest gav Hedge Fund $42B, Private Equity Fund $518M, Securitized Asset Fund $2.3B, latest counts Hedge Fund 79, Private Equity Fund 2, Securitized Asset Fund 6, lifetime distinct Hedge Fund 106, Private Equity Fund 2, Securitized Asset Fund 6
Employees
262
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
Sectors
real estate, industrials, healthcare, technology
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
control
Thesis
••• Locked
Observed from deals on record
roles
add on 1, unknown 1, platform 7
period
to 2024-10-14, from 2019-10-02, undated holdings 1, dated observations 17
window
last 2024-10-14, first 2019-10-02
control
control 7, unknown 2
companies
9
geography
investments
9
seller kinds
transactions
9
cadence by year
2019 add ons 1, 2020 platforms 2, 2021 platforms 3, 2022 platforms 1, 2023 other deals 1, 2024 platforms 1
platform add on
add ons 1, platforms 7, add ons per platform 0.14
sector known for
5
disclosed value usd
n 0
sector distribution
count 2, share 0.222, value industrial manufacturing, examples American Bath Group, Precinmac, count 1, share 0.111, value business services, examples Medical Solutions, count 1, share 0.111, value software, examples Netwrix, count 1, share 0.111, value healthcare services, examples Help at Home
holding period years
n 0
repeat counterparties
role legal adviser, shared 5, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16, role sell side adviser, shared 2, entity id aaa781d6-40dd-44e0-bfff-1e4ee9b220f9, role sell side adviser, shared 2, entity id d86b0ddb-4a78-4aa8-99b4-f2d46c6bd674, role legal adviser, shared 2, entity id 75313c8f-e156-4573-8152-b4755e1d6517, role buy side adviser, shared 2, entity id 5eb37c79-2b76-44ca-b149-eeeb234f2dec, role legal adviser, shared 2, entity id 34593a54-b97d-4238-bd54-343b6916fea0, role legal adviser, shared 2, entity id 80b5e3cb-29a6-4909-ad12-ec7909769c3b
subsector distribution
count 2, share 0.222, value miscellaneous manufacturing, examples American Bath Group, Precinmac, count 1, share 0.111, value staffing, examples Medical Solutions, count 1, share 0.111, value software, examples Netwrix, count 1, share 0.111, value home health, examples Help at Home

9 companies on the graph (9 transactions); most in industrial manufacturing (2); 7 platforms and 1 add-ons; observed 2019 to 2024

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•• W••••• S••••••••• L•• • M••••••• R• S•••••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$482M
as of Nov 21, 2024
no Form DUnknown
B•• W••••• S••••••••• U••• T•••• • M••••••• R• S••••••••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$36.0M
as of Nov 21, 2024
no Form DEarly deployment
C•• H••••••• I••• L••
ADV: Hedge Fund
buyout or unlabelledunknown$662M
as of Nov 26, 2013
no Form DWound down
C••••••••• C•••••• P••••••• I•• L•••
ADV: Hedge Fund
Buyout fundunknown$606M
as of Nov 21, 2024
no Form DHarvest
C••••••••• C•••••• P•••••••• L•••
ADV: Hedge Fund
Buyout fundunknown$362M
as of Nov 21, 2024
no Form DHarvest
C••••••••• C•••••• P••••••• S•• I•• L•••
ADV: Hedge Fund
Buyout fundunknown$10.4M
as of Nov 21, 2024
no Form DHarvest
C••••••••• C•••••• P••••••• S••••••••• L•••
ADV: Hedge Fund
Buyout fundunknown$9.9M
as of Nov 21, 2024
no Form DHarvest
C• B• I••••••••• L•••••
ADV: Hedge Fund
buyout or unlabelledunknown$7.8M
as of Oct 22, 2014
no Form DWound down
C• B• I•••••••• I•• L•••••
ADV: Hedge Fund
buyout or unlabelledunknown$4.5M
as of Oct 22, 2014
no Form DWound down
C• B• I•••••••• I••• L•••••
ADV: Hedge Fund
buyout or unlabelledunknown$4.1M
as of Oct 22, 2014
no Form DWound down
C••••••••• C•••••• P••••••• S••• L•••
ADV: Hedge Fund
Buyout fundunknown$587,451
as of Nov 21, 2024
no Form DHarvest
C••••••••• C•••••• P••••••• B• C••••••••• L•••
ADV: Hedge Fund
Co-investment vehicleunknown$3,041
as of Feb 27, 2024
no Form DWound down
C•• C••••••• I••••••••• L••
ADV: Hedge Fund
buyout or unlabelledunknown$0
as of Feb 25, 2022
no Form DWound down
Team
40 current, 5 former
Partner (6)
Operating partner (13)
Investor relations (8)
Platform (11)
5 former (kept with end dates)
Portfolio
9 relationships, 7 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P••••••••PlatformactiveOct 14, 2024
transaction announcement
1.9 yearsC•••• T••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
N••••••Role unknownactiveSep 5, 2023
transaction announcement
3.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••• S•••••••• I•••PlatformactiveAug 22, 2022
transaction announcement
4.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••• S••••••••PlatformactiveAug 30, 2021
transaction announcement
5.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I••PlatformactiveAug 11, 2021
transaction announcement
5.1 yearsC•••• T••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H••• a• H•••PlatformactiveOct 30, 2020
transaction announcement
5.9 yearsJ••••• G••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• B••• G••••PlatformactiveOct 8, 2020
transaction announcement
6.0 yearsC•••• T••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
6•• C••••••••• I•••••••Add-onactiveOct 2, 2019
transaction announcement
7.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
9 on record
DateTypeTargetThis firm’s roleSource
Oct 14, 2024Platform acquisitionP••••••••Sponsor (confirmed)prnewswire.com
Sep 5, 2023Growth investmentN••••••Sponsor (confirmed)netwrix.com
Aug 22, 2022Platform acquisitionC••••••• S•••••••• I•••Sponsor (confirmed)csiweb.com
Oct 4, 2021Platform acquisitionI••Sponsor (confirmed)prnewswire.com
Aug 30, 2021Platform acquisitionM•••••• S••••••••Sponsor (confirmed)prnewswire.com
Aug 11, 2021Platform acquisitionI••Sponsor (confirmed)prnewswire.com
Oct 30, 2020Platform acquisitionH••• a• H•••Sponsor (confirmed)prnewswire.com
Oct 8, 2020Platform acquisitionA••••••• B••• G••••Sponsor (confirmed)prnewswire.com
Oct 2, 2019Add-on acquisition6•• C••••••••• I•••••••Sponsor (confirmed)blackstone.com
Placement agents, lenders, advisers and co-investors
27 relationships
Lenders (4)
  • M••• 1 shared · one time · last Oct 4, 2021
  • B•• C•••••• M•••••• C•••• 1 shared · one time · last Oct 4, 2021
  • K•••••• C•••••• M•••••• I••• 1 shared · one time · last Oct 4, 2021
  • N••••• 1 shared · one time · last Oct 4, 2021
Financial advisers (11)
  • J•••••••• L•• 4 shared · strong · last Sep 5, 2023
  • E••••••• 2 shared · recurring · last Oct 14, 2024
  • B••• S••••••••• I••• 2 shared · recurring · last Oct 4, 2021
  • C••••• S••••• 2 shared · recurring · last Oct 4, 2021
  • G•••••• S•••• • C•• L•• 1 shared · one time · last Oct 14, 2024
  • A•••••• F••••••••• L•• 1 shared · one time · last Aug 22, 2022
  • R•• C•••••• M••••••• L•• 1 shared · one time · last Oct 8, 2020
  • M••••• • C•••••• L•• 1 shared · one time · last Sep 5, 2023
  • T••••• S••••••••• 1 shared · one time · last Oct 8, 2020
  • L•••••• I••••••••• L•• 1 shared · one time · last Oct 30, 2020
  • U•• I••••••••• B••• 1 shared · one time · last Aug 30, 2021
Legal advisers (12)
  • K••••••• • E•••• L•• 5 shared · very strong · last Oct 14, 2024
  • R•••• • G••• L•• 2 shared · recurring · last Aug 30, 2021
  • L••••• • W•••••• L•• 2 shared · recurring · last Oct 4, 2021
  • L•••• • B•••••• L•• 2 shared · recurring · last Oct 4, 2021
  • S•••••• • J••••••• L•• 1 shared · one time · last Oct 2, 2019
  • M••••• 1 shared · one time · last Aug 22, 2022
  • G•••••• • M••••• L•• 1 shared · one time · last Oct 14, 2024
  • D••• • C••••••• L•• 1 shared · one time · last Oct 8, 2020
  • M•••••••• W••• • E•••• L•• 1 shared · one time · last Oct 30, 2020
  • D•• P•••• a•• G•••••• P•••••• L•• 1 shared · one time · last Sep 5, 2023
  • S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Oct 2, 2019
  • G•••••• 1 shared · one time · last Aug 22, 2022
LP commitments
8 disclosed
Events
56 most recent
  1. Jun 24, 2026
    C••••••••• P•••••••• L•••: Private Equity Funds on Form ADV 2 (2024 extract) -> 42 (roster 2026-09-01)
  2. Mar 19, 2026
    2026 March 19, 2026 All C••••••••• P••••••• and Suntex Marinas Investors Complete A••••••••• of Windward Marina Group Read more Watch Now Listen Now
  3. Mar 4, 2026
    2026 March 4, 2026 All MacLean Power Systems & Power Grid Components Complete Merger; Combined Company to Move Forward as MacLean Power Systems Read more Watch Now Listen Now
  4. Oct 24, 2025
    2025 October 24, 2025 All C••••••••• P••••••• Completes A••••••••• of MeridianLink Read more Watch Now Listen Now
  5. Aug 21, 2025
    2025 August 21, 2025 All C•••••••••'s cofounder says Wall Street is missing great hires Read more Watch Now Listen Now
  6. Aug 11, 2025
    2025 August 11, 2025 All MeridianLink to Be Acquired by C••••••••• P••••••• for $2.0 Billion Read more Watch Now Listen Now
  7. Oct 14, 2024
    P•••••••• to be Acquired by C••••••••• P•••••••
  8. Oct 14, 2024
    2024 October 14, 2024 All P•••••••• to be Acquired by C••••••••• P••••••• Read more Watch Now Listen Now
  9. Jul 17, 2024
    July 17, 2024 2024 All Investment In European Real Estate is ‘an interesting area to explore’: C••••••••• P••••••• Listen Now Watch Now
  10. Jun 18, 2024
    2024 June 18, 2024 All Recochem Acquires Auto Care Business from KIK Consumer Products Read more Watch Now Listen Now
  11. May 1, 2024
    2024 May 1, 2024 All Dalfen Industrial Continues Industrial Outdoor Storage A•••••••••s across West Coast Read more Watch Now Listen Now
  12. May 1, 2024
    May 1, 2024 2024 All Partnering with C••••••••• Listen Now Watch Now
  13. Apr 29, 2024
    2024 April 29, 2024 All DealCatalyst Names 2024 CLO Industry Award Winners at the Annual U.S. CLO Industry Conference Read more Watch Now Listen Now
  14. Jan 10, 2024
    2024 January 10, 2024 All CSI Announces S•••••••• Investment Read more Watch Now Listen Now
  15. Sep 5, 2023
    N•••••• Announces S•••••••• Investment from C••••••••• P•••••••
  16. Jul 25, 2023
    2023 July 25, 2023 All Banc of California & PacWest Announce Merger, $400 Million Equity Raise from Warburg Pincus and C••••••••• Read more Watch Now Listen Now
  17. Jun 29, 2023
    2023 June 29, 2023 All C••••••••• P••••••• and GIC Complete A••••••••• of INDUS Realty Trust, Inc. Read more Watch Now Listen Now
  18. Jun 7, 2023
    2023 June 7, 2023 All Aareal B••• AG Investment agreement and takeover offer Read more Watch Now Listen Now
  19. May 17, 2023
    2023 May 17, 2023 All INDUS Stockholders Approve Merger at Special Meeting Read more Watch Now Listen Now
  20. May 9, 2023
    2023 May 9, 2023 All N•••••• Announces S•••••••• Investment from C••••••••• P••••••• Read more Watch Now Listen Now
  21. May 9, 2023
    2023 May 9, 2023 All PE Hub – Cybersecurity vendor N•••••• grabs investment from C••••••••• Read more Watch Now Listen Now
  22. May 8, 2023
    2023 May 8, 2023 All Pensions & Investments – A grab bag of global boom and bust at Milken; Investors grapple with war in Ukraine, growing U.S./China tensions, doubts about debt ceiling Read more Watch Now Listen Now
  23. Feb 22, 2023
    2023 February 22, 2023 All INDUS Realty Trust to Be Acquired by C••••••••• P••••••• and GIC Real Estate in a Transaction Valued at $868 Million Read more Watch Now Listen Now
  24. Aug 22, 2022
    CSI to be Acquired by C••••••••• and Bridgeport for $1.6 billion
  25. Aug 22, 2022
    2022 August 22, 2022 All CSI to be Acquired by C••••••••• and Bridgeport for $1.6 billion Read more Watch Now Listen Now
  26. Jun 1, 2022
    2022 June 1, 2022 All Sun Life completes acquisition of DentaQuest Read more Watch Now Listen Now
  27. Apr 21, 2022
    2022 April 21, 2022 All Insight Partners and Partners Group to Make a S•••••••• Investment in Precisely Read more Watch Now Listen Now
  28. Apr 21, 2022
    2022 April 21, 2022 All Title Resources Group Names Neil Gulley Chief Development Officer Read more Watch Now Listen Now
  29. Apr 12, 2022
    2022 April 12, 2022 All ACT Capital Advisors Represents OnSite PRO, Inc. in its Sale of FloodStop™ to IPS Corporation, a Portfolio Company of C••••••••• P••••••• Read more Watch Now Listen Now
  30. Mar 1, 2022
    2022 March 1, 2022 All M••••••• Re completes initial reinsurance transaction with MassMutual and announces senior leadership team Read more Watch Now Listen Now
  31. Nov 11, 2021
    2021 November 11, 2021 All Aareal B••• concludes investment agreement – bidder company with participation of Advent International and C••••••••• P••••••• announces takeover offer Read more Watch Now Listen Now
  32. Oct 4, 2021
    C••••••••• P••••••• Completes A••••••••• of IPS Corporation
  33. Oct 4, 2021
    2021 October 4, 2021 All C••••••••• P••••••• Completes A••••••••• of IPS Corporation Read more Watch Now Listen Now
  34. Oct 3, 2021
    2021 October 3, 2021 All Sun Life to acquire DentaQuest, a leader in dental benefits in the U•••ed States Read more Watch Now Listen Now
  35. Aug 30, 2021
    M•••••• S•••••••• to be Acquired by C••••••••• P••••••• and CDPQ
  36. Aug 30, 2021
    2021 August 30, 2021 All M•••••• S•••••••• to be Acquired by C••••••••• P••••••• and CDPQ Read more Watch Now Listen Now
  37. Aug 11, 2021
    C••••••••• P••••••• to Acquire IPS Corporation
  38. Aug 11, 2021
    2021 August 11, 2021 All C••••••••• P••••••• to Acquire IPS Corporation Read more Watch Now Listen Now
  39. May 25, 2021
    2021 May 25, 2021 All Culligan International Announces A••••••••• by BDT Capital Partners from Advent International and C••••••••• P••••••• Read more Watch Now Listen Now
  40. Mar 24, 2021
    2021 March 24, 2021 All Suntex Marinas Announces Recapitalization led by C••••••••• and Resilient Capital Partners Read more Watch Now Listen Now
  41. Mar 3, 2021
    2021 March 3, 2021 All Clearlake and TA Associates to Acquire Data Integrity Software Leader Precisely Read more Watch Now Listen Now
  42. Jan 5, 2021
    2021 January 5, 2021 All Ahold Delhaize and C••••••••• P••••••• successfully complete acquisition of FreshDirect after receiving regulatory clearance from the FTC Read more Watch Now Listen Now
  43. Jan 5, 2021
    2021 January 5, 2021 All Fairstone Financial Holdings Inc. Acquired by Duo B••• of Canada Read more Watch Now Listen Now
  44. Dec 21, 2020
    2020 December 21, 2020 All A••••••• B••• G•••• Completes A••••••••• of DreamLine Read more Watch Now Listen Now
  45. Dec 10, 2020
    2020 December 10, 2020 All daVinci Payments Completes Merger with North Lane Technologies Creating High-Growth Payment Company Read more Watch Now Listen Now
  46. Oct 30, 2020
    H••• a• H••• Acquired by C••••••••• P••••••• and The Vistria Group From Wellspring
  47. Oct 30, 2020
    2020 October 30, 2020 All H••• a• H••• Acquired by C••••••••• P••••••• and The Vistria Group From Wellspring Read more Watch Now Listen Now
  48. Oct 8, 2020
    C••••••••• P••••••• to Acquire A••••••• B••• G••••
  49. Oct 8, 2020
    2020 October 8, 2020 All C••••••••• P••••••• to Acquire A••••••• B••• G•••• Read more Watch Now Listen Now
  50. Sep 17, 2020
    2020 September 17, 2020 All MetLife to Acquire Versant Health, Owner of Davis Vision and Superior Vision Read more Watch Now Listen Now
  51. Sep 1, 2020
    2020 September 1, 2020 All C••••••••• to Acquire AHEAD from Court Square, Setting the Stage for Next Phase of Innovation and Growth Read more Watch Now Listen Now
  52. Mar 30, 2020
    2020 March 30, 2020 All Culligan Completes A••••••••• of AquaVenture and Divestiture of Seven Seas Water Read more Watch Now Listen Now
  53. Feb 19, 2020
    2020 February 19, 2020 All Fairstone Financial Holdings Inc. to be Acquired by Duo B••• of Canada Read more Watch Now Listen Now
  54. Oct 2, 2019
    2019 October 2, 2019 All B••••••••• to Acquire 6•• C••••••••• I••••••• in Great Wolf Resorts and Form New $2.9 Billion Joint Venture With C••••••••• P••••••• Read more Watch Now Listen Now
  55. Sep 17, 2019
    2019 September 17, 2019 All Norwest Equity Partners Exits Investment in GoHealth; Retains Ownership Stake Post-sale to C••••••••• P••••••• Read more Watch Now Listen Now
  56. Feb 14, 2012
    C••••••••• P•••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs

C••••••••• P•••••••• L••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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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