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B•••••••• C•••••• M•••••••••

Private credit managerClassification probableLower middle marketSEC registered investment adviser· Toronto, Ontariob•••••••••.ca

••• Locked

Regulatory AUM
$810M
Form ADV
PE fund assets
$556,248
Form ADV
PE funds
1
Form ADV
Investments held
1 of 4
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (7)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 basisPrivate credit manager · 1 in historyShow
Class
Private credit managerprobable, confidence 70%
Basis
R2: 1 of 2 private equity vehicles are named credit
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 1 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 23, 2011 to Mar 28, 2024
RAUM
$810Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$556,248reported gross assets (Form ADV), not fund size
All private fund GAV
$304Mevery private fund type, latest filing
2024 PE fund GAV
$556,248sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
11%
Fund type mix
filed 2024-03-28, latest gav Hedge Fund $187M, Other Private Fund $117M, Private Equity Fund $556,248, latest counts Hedge Fund 6, Other Private Fund 6, Private Equity Fund 1, lifetime distinct Hedge Fund 10, Other Private Fund 6, Private Equity Fund 2
Employees
25
Headquarters
Toronto, Ontario, Canada
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
4 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
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
••• Locked
Observed from deals on record
roles
unknown 4
period
to unknown, from unknown, undated holdings 4, dated observations 0
window
last unknown, first unknown
control
unknown 4
companies
4
geography
investments
4
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

4 companies on the graph (0 transactions); no dated observations

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•• 4••••• P•••••• C••••• I• L•
ADV: P•••••• Equity Fund
Credit fund2021
first reported on Form ADV
$556,248
as of Mar 28, 2024
no Form DUnknown
B•••••••• M•••• R•••••• F••• I• I•••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$24.8M
as of Mar 31, 2021
no Form DWound down
Team
7 current, 4 former
Vice president (1)
4 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B•••••••• C•••••• M••••••••• I•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• •Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• N•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• t••• i••••••Role unknownunknownunknownunknownunknownFact 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
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. Apr 1, 2026
    B•••••••• C•••••• M•••••••••: P•••••• Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 23, 2011
    B•••••••• C•••••• M••••••••• 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

B•••••••• C•••••• M••••••••• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private 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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