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A••••• H••••••• M••••••••• C•••••• L••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Baltimore, MDa•••••••••.com

••• Locked

Regulatory AUM
$2.3B
Form ADV
PE fund assets
$1.9B
Form ADV
PE funds
27
Form ADV
Investments held
7 of 10
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (42)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 · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 40 of 40 distinct vehicles are sworn Private Equity Funds; 24 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.90bn Private Equity Fund GAV on the Form ADV filed 2026-03-26
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%, cls-pe-2)
    R6: 40 of 40 distinct vehicles are sworn Private Equity Funds; 24 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 36 of 36 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 21, 2018 to Mar 26, 2026
RAUM
$2.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
27
PE fund GAV, latest filing
$1.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.9Bevery private fund type, latest filing
2024 PE fund GAV
$1.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2026-03-26, latest gav Private Equity Fund $1.9B, latest counts Private Equity Fund 27, lifetime distinct Private Equity Fund 40
Employees
42
Headquarters
Baltimore, MD
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
10 observed deals
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
$80.0M to $100M
Enterprise value
not stated or not yet read
Equity check
from $200M
Control
majority
Thesis
••• Locked
Observed from deals on record
roles
unknown 10
period
to unknown, from unknown, undated holdings 10, dated observations 0
window
last unknown, first unknown
control
unknown 10
companies
10
geography
investments
10
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 2, share 0.2, value education, examples American Student Transportation Partners, Playfly Sports, count 1, share 0.1, value transportation logistics, examples Reliable Towing, count 1, share 0.1, value consumer services, examples WagWay, count 1, share 0.1, value industrial services, examples Zeus Fire and Security
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.2, value education, examples American Student Transportation Partners, Playfly Sports, count 1, share 0.1, value road transport support towing, examples Reliable Towing, count 1, share 0.1, value child care, examples WagWay, count 1, share 0.1, value security fire life safety systems, examples Zeus Fire and Security

10 companies on the graph (0 transactions); most in education (2); no dated observations

Funds
35 on record, 4 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••••• B••••• H••••••• I• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$87.1M
as of Mar 29, 2024
no Form DUnknown
A••• H••••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$27.9M
as of Mar 29, 2024
no Form DUnknown
S••••••• B••••• H••••••• P•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$26.9M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• E•••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• E•••••••• F••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$0
as of Mar 29, 2024
no Form DUnknown
A••••• F•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$50.1M
as of Mar 29, 2024
no Form DUnknown
A••••• M•••••• C••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$42.1M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• •••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$542M
as of Mar 29, 2024
no Form DEarly deployment
A••••• H••••••• •••• F••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$224M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$114M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• ••• F•••••• I• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$36.6M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• F••• I••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$35.8M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• ••• M••••••••• P•••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$11.7M
as of Mar 29, 2024
no Form DUnknown
A••••• H••••••• F••• I• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$11.6M
as of Mar 29, 2024
no Form DUnknown
A••••• S••••• H••••••• L••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$172M
as of Sep 4, 2022
no Form DWound down
A••••• P•• C••••••••• I• L••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$36.2M
as of Mar 29, 2024
no Form DActive deployment
A••••• S••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$28.9M
as of Mar 29, 2024
no Form DActive deployment
A••••• C•• W••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$382M
as of Mar 29, 2024
no Form DMature
A••••• C•• W••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$192M
as of Mar 30, 2021
no Form DWound down
F•• A••••• A•• F••••• I• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$28.4M
as of Mar 30, 2021
no Form DWound down
A••••• K•• B••••••• I••
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$24.4M
as of Mar 30, 2020
no Form DWound down
F•• A••••• A•• F••••• I• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$19.2M
as of Mar 30, 2021
no Form DWound down
A••••• H••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$670M
as of Mar 29, 2024
no Form DMature
A••••• P•• F•••••• L••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$164M
as of Sep 4, 2022
no Form DWound down
A••••• P•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$22.6M
as of Mar 29, 2024
no Form DMature
A••••• P•• H••••• I••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$19.1M
as of Sep 4, 2022
no Form DWound down
K•• F••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$222M
as of Mar 29, 2024
no Form DMature
A••••• F••••••••• P••••••• G•••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$173M
as of Mar 30, 2021
no Form DWound down
S•• I•• A•• T•• B••••••• I•••
ADV: Private Equity Fund
Feeder or parallelunknown$110M
as of Mar 30, 2020
no Form DWound down
A••••• F••••••••• P••••••• G•••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$70.5M
as of Mar 29, 2024
no Form DHarvest
K•• A••••• B••• F••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$42.5M
as of Mar 29, 2024
no Form DMature
K•• A••••• A•• F••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$22.2M
as of Mar 29, 2024
no Form DMature
A••••• S••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$7.1M
as of Mar 29, 2024
no Form DHarvest
F•• M••••••••• H•••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.6M
as of Mar 30, 2021
no Form DWound down
A••••• F••••••••• P••••••• G•••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$472,000
as of Mar 29, 2024
no Form DMature
Gross assets by year from the annual reporting tape
FundType (ADV)YearsPathLatest reported GAVSource
A••••• S••••• E•••••••• F••••• L•••Private Equity Fund2026 to 2026
$82.8M
filed Mar 26, 2026
reports.adviserinfo.sec.gov
A••••• S••••• E•••••••• F••• L•••Private Equity Fund2026 to 2026
$60.9M
filed Mar 26, 2026
reports.adviserinfo.sec.gov
A••••• H••••••• •••• F••••• I•• L•••Private Equity Fund2026 to 2026
$0
filed Mar 26, 2026
reports.adviserinfo.sec.gov
A••••• H••••••• ••• I•• L•••Private Equity Fund2026 to 2026
$0
filed Mar 26, 2026
reports.adviserinfo.sec.gov
Team
42 current, 0 former
Managing partner (2)
Vice president (8)
Associate (6)
Platform (9)
Portfolio
10 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••• M•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• S•••••• T••••••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••••• P••••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• S•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• T•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• B•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••• F••• a•• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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)
  • U•• S••••••••• L•• 3 shared · strong · last Jan 1, 2022
  • E••••••• G•••• L••••• 2 shared · recurring · last Jan 1, 2024
  • C•••••• L•••••• 1 shared · one time · last Jan 1, 2019
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
6 most recent
  1. Sep 15, 2026
  2. Sep 15, 2026
  3. Sep 15, 2026
  4. Sep 15, 2026
  5. Mar 26, 2026
  6. Aug 21, 2018
Across the graphs

A••••• H••••••• M••••••••• C•••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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.

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