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P•••••••• L••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Dallas, TXp•••••••.com

••• Locked

Regulatory AUM
$949M
Form ADV
PE fund assets
$675M
Form ADV
PE funds
4
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (18)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 · 3 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.68bn Private Equity Fund GAV on the Form ADV filed 2024-04-26
Classification history (3)
  1. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    p•••••••.com
  2. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    p•••••••.com
  3. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 6, 2014 to Mar 30, 2026
RAUM
$949Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$675Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.2Bevery private fund type, latest filing
2024 PE fund GAV
$675Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
50%
Fund type mix
filed 2024-04-26, latest gav Real Estate Fund $475M, Private Equity Fund $675M, latest counts Real Estate Fund 3, Private Equity Fund 3, lifetime distinct Real Estate Fund 3, Private Equity Fund 3
Employees
16
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
energy
Geography
United States, Texas
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$25.0M to $75.0M
Control
not stated or not yet read
Thesis
••• Locked
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
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• P••••••• H•••••• I• L••
ADV: Real Estate Fund
buyout or unlabelled2021
first reported on Form ADV
$236M
as of Apr 26, 2024
no Form DUnknown
A••••••• P••••••• I••• L•
ADV: Real Estate Fund
Feeder or parallel2021
first reported on Form ADV
$135M
as of Apr 26, 2024
no Form DUnknown
A••••••• P••••••• I••• L•
ADV: Real Estate Fund
Feeder or parallel2021
first reported on Form ADV
$104M
as of Apr 26, 2024
no Form DUnknown
P••••••• P••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$468M
as of Apr 26, 2024
no Form DMature
F••• R••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$19.1M
as of Apr 26, 2024
no Form DHarvest
P••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$189M
as of Apr 26, 2024
no Form DHarvest
Team
18 current, 8 former
Partner (8)
8 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
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 30, 2026
  2. Mar 6, 2014
Across the graphs

P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA 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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