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B•••••••• M••••••••• L••

Hybrid managerClassification probableunsized· St. Louis, MO

••• Locked

Regulatory AUM
$330M
Form ADV
PE fund assets
Not established
PE funds
2
Form ADV
Investments held
10 of 15
DFX transaction tape
Deals, last 12 months
8
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 14, 2026
    Hybrid manager (probable, 65%, cls-pe-2)
    R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
Adviser type
unknown
Form ADV filings
? to Jul 31, 2026
RAUM
$330Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$465Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
unknown
Employees
unknown
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
media telecom
Geography
North America
Revenue
$20.0M to $250M
EBITDA
$3.0M to $25.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority
Thesis
••• Locked
Observed from deals on record
roles
add on 2, unknown 5, platform 8
period
to 2026-01-05, from 2025-12-11, undated holdings 5, dated observations 20
window
last 2026-01-05, first 2025-12-11
control
control 10, unknown 5
companies
13
geography
count 1, share 0.077, value CA
investments
15
seller kinds
founder 2
transactions
10
cadence by year
2025 platforms 2, 2026 add ons 2, platforms 6
platform add on
add ons 2, platforms 8, add ons per platform 0.25
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

13 companies on the graph (10 transactions); 8 platforms and 2 add-ons; observed 2025 to 2026

Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
13 current, 0 former
Portfolio
15 relationships, 8 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••••••• W•••• S••••••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• W•••• S••••••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• S•••• P••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F•• W•••• R••••••••Add-onactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H•••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••••••• M•••••PlatformactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
W•••• C•••••• A••••••••• I•••Add-onactiveJan 5, 2026
transaction announcement
9 monthsC••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• E••PlatformactiveDec 11, 2025
transaction announcement
10 monthsD•••• M••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• E••PlatformactiveDec 11, 2025
transaction announcement
10 monthsD•••• M••••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•• C••• T••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•• G••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
10 on record
Placement agents, lenders, advisers and co-investors
1 relationships
Financial advisers (1)
  • B•••••••• I••••••••• 1 shared · one time · last Jan 5, 2026
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
23 most recent
  1. Jan 5, 2026
  2. Jan 5, 2026
  3. Jan 5, 2026
  4. Jan 5, 2026
  5. Jan 5, 2026
  6. Jan 5, 2026
  7. Jan 5, 2026
  8. Jan 5, 2026
  9. Dec 11, 2025
  10. Dec 11, 2025
  11. Aug 20, 2025
  12. Mar 7, 2025
  13. Oct 15, 2024
  14. Jun 11, 2024
  15. Mar 21, 2024
  16. Mar 19, 2024
  17. Jan 31, 2023
  18. Dec 14, 2022
  19. Apr 25, 2022
  20. Jan 12, 2022
  21. Oct 21, 2021
  22. Feb 17, 2021
  23. Jan 6, 2021
Across the graphs

B•••••••• M••••••••• 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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