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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / F••••••••• A•••• M••••••••• L•

F••••••••• A•••• M••••••••• L•

Buyout firmLower middle marketNew York, NYf•••••••••SEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 29, 2020 to Mar 28, 2024
RAUM
$332Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$242Mreported gross assets (Form ADV), not fund size
All private fund GAV
$242Mevery private fund type, latest filing
2024 PE fund GAV
$242Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $242M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
Employees
8
Headquarters
New York, NY
Office address
747 THIRD AVENUE, SUITE 3602, New York, NY, 10017
Business phone
212-849-6704
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
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
not stated or not yet read
Thesis
Our investment philosophy is straightforward: within an extremely complex industry, we seek to fund simple and proven business models that are run by best-in-class operators.
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
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L•• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$8.2M
as of Mar 28, 2024
no Form DUnknown
F• C••••••• H••••••• L••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$5.0M
as of Mar 28, 2024
no Form DUnknown
F••• I•• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$66.9M
as of Mar 28, 2024
no Form DUnknown
I••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$66.5M
as of Mar 28, 2024
no Form DEarly deployment
T••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$26.9M
as of Mar 28, 2024
no Form DUnknown
F• G••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$15.5M
as of Mar 31, 2022
no reportingno Form DUnknown
F••••••••• C•••••• P••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$68.6M
as of Mar 28, 2024
no Form DHarvest
Team
4 current, 6 former
Platform (1)
6 former (kept with end dates)
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)
  • C••••• H••• C•••••• P•••••••• I••• 5 shared · very strong · last Jan 1, 2022
  • P••••••• C•••••• P•••••••• L•• 5 shared · very strong · last Jan 1, 2022
  • C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
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. Jul 2, 2026
    F••••••••• A•••• M••••••••• L•: Private Equity Funds on Form ADV 6 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Sep 29, 2020
    F••••••••• A•••• M••••••••• L• 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

F••••••••• A•••• M••••••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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.

Checking your plan…