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.

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Firms / A••••• G••••• O••••••••• M••••••••• L••

A••••• G••••• O••••••••• M••••••••• L••

Buyout firm · probableLower middle marketBoston, MAa•••••••••.comSEC registered investment adviser

A••••• is a leading global private equity investor committed to working with management teams, entrepreneurs, and founders to help transform businesses.

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2024-12-26
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 16, 2015 to Dec 26, 2024
RAUM
$1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$60.9Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.8Bevery private fund type, latest filing
2024 PE fund GAV
$60.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
75%
Fund type mix
filed 2024-12-26, latest gav Hedge Fund $1.8B, Private Equity Fund $60.9M, latest counts Hedge Fund 1, Private Equity Fund 2, lifetime distinct Hedge Fund 1, Private Equity Fund 3
Employees
12
Headquarters
Boston, MA
Office address
800 BOYLSTON STREET, SUITE 3300, Boston, MA, 02199
Business phone
617-951-9400
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
environmental services, financial services, technology, healthcare, industrials, distribution
Geography
United States, Global, Europe, Latin America
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
Throughout our partnership, Easynvest was equipped with the resources to further invest in its digital platform.
Observed from deals on record
roles
unknown 11, platform 2
period
to 2026-08-20, from 2026-08-04, undated holdings 11, dated observations 4
window
last 2026-08-20, first 2026-08-04
control
control 2, unknown 11
companies
13
geography
investments
13
seller kinds
transactions
2
cadence by year
2026 platforms 1, other deals 1
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 1, share 0.077, value healthcare services, examples Japan Wellbeing Corp July, count 1, share 0.077, value financial services, examples FNZ Bank
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.077, value home health, examples Japan Wellbeing Corp July, count 1, share 0.077, value financial services, examples FNZ Bank

13 companies on the graph (2 transactions); most in healthcare services (1); 2 platforms and 0 add-ons; observed 2026 to 2026

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•• C•••••••• S•• I• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Dec 26, 2024
no Form DUnknown
S••••• H•••• C••••• O••••••••• F••• L•••••• P•••••••••
ADV: Private Equity Fund
Credit fund2021
first reported on Form ADV
$250M
as of May 3, 2021
no Form DWound down
S•• C•••••••• S•• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$60.9M
as of Dec 26, 2024
no Form DActive deployment
Team
29 current, 4 former
Principal (10)
Vice president (7)
4 former (kept with end dates)
Portfolio
13 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
N••• G••••PlatformactiveAug 20, 2026
transaction announcement
1 monthsB••• D•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F•• B•••PlatformactiveAug 4, 2026
transaction announcement
2 monthsR••••• S•• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••• B••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• A••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••Role unknownexited
exited Jun 29, 2026
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I•••• B••••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• W•••••••• C••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••• S•••••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••••• A• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• J•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Aug 20, 2026Majority investmentN••• G••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Aug 4, 2026Platform acquisitionF•• B•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jun 29, 2026Exit to a strategic buyerI•••Seller (confirmed)xn--a-1hnaaaaaaaa.com
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
9 most recent
  1. Aug 20, 2026
    A••••• announces majority investment in N••• G•••• in partnership with existing shareholders
    Platform investmentFactN••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  2. Aug 20, 2026
    Press release A••••• announces majority investment in N••• G•••• in partnership with existing shareholders August 20, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 4, 2026
    A••••• to acquire F•• B•••, a leading independent wealth management banking and infrastructure provider in Germany
    Platform investmentFactF•• B•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  4. Aug 4, 2026
    Press release A••••• to acquire F•• B•••, a leading independent wealth management banking and infrastructure provider in Germany August 4, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jun 29, 2026
    CVC Capital Partners agrees to acquire I••• from A•••••
    ExitFactI•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  6. Jun 29, 2026
    Press release CVC Capital Partners agrees to acquire I••• from A••••• J••• 29, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jun 25, 2026
    Press release A••••• announces first J•••• investment with acquisition of J•••• W•••••••• Corp J••• 25, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Jun 12, 2026
    Press release A••••• appoints Shai Waisman as an Operating Partner J••• 12, 2026
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Mar 16, 2015
    A••••• G••••• O••••••••• M••••••••• L•• 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

A••••• G••••• O••••••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA 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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