Private Equity Intelligence
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P•••••• W••••• A•••••••• L•••
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- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 3 distinct vehicles; hedge, securitized or liquidity vehicles 1
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-08-09
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 3 distinct vehicles; hedge, securitized or liquidity vehicles 1
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 19, 2015 to Aug 9, 2024
- RAUM
- $215Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $28.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $38.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $28.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- filed 2024-08-09, latest gav Other Private Fund $10.4M, Private Equity Fund $28.1M, latest counts Other Private Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 1, Other Private Fund 1, Private Equity Fund 1
- Employees
- 6
- Headquarters
- Reston, VA
- Office address
- 1886 METRO CENTER DRIVE, SUITE 620, Reston, VA, 20190
- Business phone
- 703-757-0419
- 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
- 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 |
|---|---|---|---|---|---|---|
| G••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $28.1M as of Aug 9, 2024 | no Form D | Active deployment |
- G•••••• D••• M•••••••• · Cfo, Managing Member · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••••• J•••• D•••••• · Ceo, Cco, Managing Member · since Oct 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• Q••• · Connect With an Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- A•••••• B••• B••••••• · Coo · Dec 1, 2015 to Mar 24, 2022 Inference
- L•••• W• H•••• · Director Of Operations · Jul 1, 2022 to Oct 23, 2023 Inference
- M•••• G••••••• B•••••• · Director Of Operations · Jul 1, 2021 to Mar 20, 2023 Inference
- A•••• A••••• B••••• · Senior Vice President · May 1, 2014 to Sep 27, 2017 Inference
- R••• A••• J•••••• · Vice President · Jul 1, 2014 to Mar 26, 2019 Inference
- Mar 24, 2026P•••••• W••••• A•••••••• L•••: Private Equity Funds on Form ADV 1 (2024 extract) -> 2 (roster 2026-09-01)
- Mar 19, 2015P•••••• W••••• A•••••••• L••• first filed Form ADV in the extract (IA)
P•••••• W••••• A•••••••• L••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
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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