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 / C••••••••• L•••

C••••••••• L•••

Buyout firmUpper middle marketMinneapolis, MNc•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 31 of 47 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $16.71bn Private Equity Fund GAV on the Form ADV filed 2024-10-23
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 31 of 47 distinct vehicles are sworn P•••••• Equity Funds; 31 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 23, 2012 to Oct 23, 2024
RAUM
$26Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
29
PE fund GAV, latest filing
$17Breported gross assets (Form ADV), not fund size
All private fund GAV
$26Bevery private fund type, latest filing
2024 PE fund GAV
$17Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
66%
Fund type mix
filed 2024-10-23, latest gav Hedge Fund $7.5B, Private Equity Fund $17B, Securitized Asset Fund $2.1B, latest counts Hedge Fund 3, Private Equity Fund 29, Securitized Asset Fund 5, lifetime distinct Hedge Fund 5, Other Private Fund 3, Private Equity Fund 31, Securitized Asset Fund 8
Employees
224
Headquarters
Minneapolis, MN
Office address
250 NICOLLET MALL, SUITE 900, Minneapolis, MN, 55401-7546
Business phone
612-851-3000
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
technology, financial services
Geography
Global
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
We specialize in cash-flowing opportunities found in the world’s largest asset-based markets
Observed from deals on record
roles
platform 1
period
to 2026-04-21, from 2026-04-21, undated holdings 0, dated observations 2
window
last 2026-04-21, first 2026-04-21
control
control 1
companies
1
geography
investments
1
seller kinds
transactions
1
cadence by year
2026 other deals 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value financial services, examples Resfin Partners
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value financial services, examples Resfin Partners

1 companies on the graph (1 transactions); most in financial services (1); 1 platforms and 0 add-ons; observed 2026 to 2026

Funds
37 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••••• A••••••• V• S••••• Y••••• L•••
ADV: P•••••• Equity Fund
Credit fund2024
first reported on Form ADV
$1.3B
as of Oct 23, 2024
no Form DUnknown
C••••••••• C••••••• R••••••••• O••••••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$221M
as of Oct 23, 2024
no Form DUnknown
C•• C••••••••• O••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$127M
as of Oct 23, 2024
no Form DUnknown
C••••••••• V•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.4B
as of Oct 23, 2024
no Form DEarly deployment
C•• A••••••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$979M
as of Oct 23, 2024
no Form DEarly deployment
C••••••••• A••••••••• P•••••• C••••• I•• E•••••••• B• L•••
ADV: P•••••• Equity Fund
Credit fund2023
Form D first sale
$349M
as of Oct 23, 2024
$2.0BUnknown
C••••••••• A••••••••• P•••••• C••••• I•• E•••••••• a• L•••
ADV: P•••••• Equity Fund
Credit fund2023
Form D first sale
$73.8M
as of Oct 23, 2024
$2.0BUnknown
C••••••••• I••••• O••••••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$1.4B
as of Oct 23, 2024
no Form DEarly deployment
A• A••••••• F•••••• O••••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$502M
as of Oct 23, 2024
no Form DEarly deployment
C••••••••• A••• W•••••••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$197M
as of Oct 23, 2024
no Form DUnknown
C••••••••• C••••••• R••••••••• O••••••••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$13.4M
as of Dec 1, 2022
no Form DWound down
C••••••••• A••• O••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.1B
as of Oct 23, 2024
no Form DActive deployment
C••••••••• V• D••••••••• O••••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$536M
as of Oct 23, 2024
no Form DUnknown
C• D•• 2•• O••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$520M
as of Oct 23, 2024
no Form DUnknown
C• D•• O••••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$3.6M
as of Oct 23, 2024
no Form DActive deployment
C••••••••• A••••••• I• S••••• Y••••• L•••
ADV: Hedge Fund
Credit fund2020
first reported on Form ADV
$4.2B
as of Oct 23, 2024
no Form DActive deployment
C••• H•••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$996M
as of Mar 31, 2023
no Form DWound down
C••••••••• A••••••• I• S••••• Y•••• O••••••••• L•••
ADV: Hedge Fund
Credit fund2020
first reported on Form ADV
$304M
as of Oct 23, 2024
no Form DActive deployment
C• H••••• O••••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$94.4M
as of Oct 23, 2024
no Form DMature
C• Q• O••••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$69.4M
as of Oct 23, 2024
no Form DHarvest
C••••••••• I••••• O••••••••• B• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$471M
as of Oct 23, 2024
no Form DMature
C••••••••• I••••• O••••••••• a• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$244M
as of Oct 23, 2024
no Form DMature
A• A•• L•••• 3• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2019
first reported on Form ADV
$40.7M
as of Oct 23, 2024
no Form DHarvest
C••••••••• V• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$4.5B
as of Oct 23, 2024
no Form DSuccessor fundraising
C••••••••• A••••••• I•• S••••• Y••••• L•••
ADV: Hedge Fund
Credit fund2017
first reported on Form ADV
$3.0B
as of Oct 23, 2024
no Form DMature
C••••••••• I•• L•••
ADV: P•••••• Equity Fund
SPV2015
first reported on Form ADV
$1.6B
as of Oct 23, 2024
no Form DHarvest
C••••••••• I••• L•••
ADV: P•••••• Equity Fund
SPV2014
first reported on Form ADV
$642M
as of Oct 23, 2024
no Form DHarvest
H•••• O••••••••• L•••
ADV: P•••••• Equity Fund
SPV2013
first reported on Form ADV
$36.7M
as of Oct 23, 2024
no Form DUnknown
L••• O••••••••• L•••
ADV: P•••••• Equity Fund
SPV2013
first reported on Form ADV
$24.2M
as of Oct 23, 2024
no Form DHarvest
T•• C••••• S••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$232M
as of Oct 23, 2024
no Form DHarvest
A•••••• C••••• O••••••••• I•• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$20.2M
as of Oct 23, 2024
no Form DHarvest
T•• C••••• S••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$15.0M
as of Oct 23, 2024
no Form DUnknown
T•• I• O••••••••• L•••
ADV: P•••••• Equity Fund
SPVunknown$14.9M
as of Oct 23, 2024
no Form DHarvest
T•• C••••• O••••••••• F•••• L•••
ADV: Other P•••••• Fund
Credit fundunknown$2.6M
as of Mar 29, 2018
no Form DWound down
M••••••• O••••••••• I•• L••
ADV: Other P•••••• Fund
SPVunknown$452,841
as of Nov 19, 2014
no Form DWound down
A•• I• O••••••••• L••
ADV: P•••••• Equity Fund
SPVunknown$423,392
as of Oct 23, 2024
no Form DHarvest
A•••••• C••••• O••••••••• L•••
ADV: Other P•••••• Fund
Credit fundunknown$351,261
as of Apr 20, 2017
no Form DWound down
Team
88 current, 6 former
Managing partner (3)
Partner (15)
Principal (7)
Vice president (6)
Capital markets (6)
Investor relations (13)
Board or advisory (5)
Platform (29)
Other (4)
6 former (kept with end dates)
Portfolio
1 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
R••••• P•••••••PlatformactiveApr 21, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Apr 21, 2026Majority investmentR••••• P•••••••Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
9 relationships
Placement agents (9)
  • D•••••• • C•••••• L•• 6 shared · very strong · last Jan 1, 2024
  • T••••••••• C••••••••• P•• L••• 2 shared · recurring · last Jan 1, 2024
  • P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2019
  • T••••••••• C••••••••• P•• L••• 2 shared · recurring · last Jan 1, 2023
  • T•••• P•••••• G•••• ••••• L•••••• 1 shared · one time · last Jan 1, 2018
  • C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2015
  • T••••••••• G•••• ••••• L•••••• 1 shared · one time · last Jan 1, 2017
  • T••••••••• G•••• L•• 1 shared · one time · last Jan 1, 2017
  • M•••• A•••• S••••••••• C•• L•• 1 shared · one time · last Jan 1, 2024
LP commitments
3 disclosed
Events
5 most recent
  1. Apr 22, 2026
    C••••••••• Acquires Majority Stake in U.S. Residential Lending Platforms Eastview and Lendmarq
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Apr 21, 2026
    C••••••••• Acquires Majority Stake in U.S. Residential Lending Platforms Eastview and Lendmarq
    Platform investmentFactR••••• P•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  3. Mar 27, 2026
    C••••••••• L•••: P•••••• Equity Funds on Form ADV 29 (2024 extract) -> 35 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  4. Apr 17, 2025
    C••••••••• and Invictus Capital Partners Form Partnership to Invest in up to $2 Billion of Residential Loans
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Mar 23, 2012
    C••••••••• L••• first filed Form ADV in the extract (IA)
    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

C••••••••• 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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