Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A••••• L••• A•••••••• L••
A••••• L••• A••••••• is an independent wealth management firm that works closely with an exclusive group of families and individual investors. Our highly credentialed team is committed to helping our clients manage their wealth with objectivity, expertise, thought leadership and exceptional client service.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-06-21
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 14, 2014 to Jun 21, 2024
- RAUM
- $969Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $54.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $329Mevery private fund type, latest filing
- 2024 PE fund GAV
- $54.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- filed 2024-06-21, latest gav Hedge Fund $152M, Real Estate Fund $103M, Private Equity Fund $54.4M, Venture Capital Fund $18.9M, latest counts Hedge Fund 2, Real Estate Fund 7, Private Equity Fund 2, Venture Capital Fund 2, lifetime distinct Hedge Fund 2, Real Estate Fund 8, Private Equity Fund 2, Venture Capital Fund 3
- Employees
- 8
- Headquarters
- Houston, TX
- Office address
- 7500 SAN FELIPE, SUITE 1030, Houston, TX, 77063
- Business phone
- (713) 636-2075
- Sectors
- not stated or not yet read
- Geography
- 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
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A• C•••• P••••••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $26.5M as of Jun 21, 2024 | no Form D | Unknown | |
| A• E••• I• L• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $27.9M as of Jun 21, 2024 | no Form D | Unknown |
- D•••• E•••• A••••• · Manager · since Sep 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• S•••••• M••••• · Chief Investment Officer, Partner · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• D••••• O••••• · Member/Cco · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- S•••• M•••••• W•••••• · Chief Investment Officer · Oct 1, 2020 to Jul 12, 2023 Inference
- Nov 14, 2014A••••• L••• A•••••••• L•• first filed Form ADV in the extract (IA)
A••••• L••• A•••••••• L•• is the same institution as 5 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth and Real Estate Funds.
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…