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G••••• C••••••• L••
••• Locked
- Regulatory AUM
- $2.7B
- PE fund assets
- $141M
- PE funds
- 6
- Investments held
- 0 of 35
Nothing material in the last 180 days. Last change: 9 Mar 2026, Filed a Form D on 9 Mar 2026, the first public sign that a vehicle is taking commitments.
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-05-31
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%)6 of 6 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $2.7B · 6 PE funds · filed May 31, 2024ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 30, 2014 to May 31, 2024
- RAUM
- $2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $141Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $160Mevery private fund type, latest filing
- 2024 PE fund GAV
- $128Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 86%
- Fund type mix
- Private equity fund: 6 funds, $141M reported gross assets
- Hedge fund: 1 fund, $19.2M reported gross assets
- Employees
- 50
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 35 observed dealsShowHide
- Sectors
- Financial services
- 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
- On record
- 35 companies, 35 holdings
- Most deals
- Financial services (2 of 35, e.g. Tax Preparation Services and All Wealth Management Services)
- Subsectors
- Financial services (2 of 35)
- Deal roles
- 35 with role not stated
- Control
- 35 not stated
35 companies on the graph (0 transactions); most in financial services (2); no dated observations
T•••••••• G•••••• L• · 1 vehicle · vintage 2022$20.4M
- T•••••••• G•••••• L• Fund of funds · 2022$20.4M
T•••••••• I••••• Q•• L• · 1 vehicle · vintage 2022$16.7M
- T•••••••• I••••• Q•• L• Fund of funds · 2022$16.7M
G• F•••••• F••• L• · 1 vehicle · vintage 2021$11.0M
- G• F•••••• F••• L• buyout or unlabelled · 2021$11.0M
T•••••••• I•••••• L• · 1 vehicle · vintage 2020$51.8M
- T•••••••• I•••••• L• Fund of funds · 2020$51.8M
G• O••••••••• 2• P•••••• F•••• L• · 1 vehicle · vintage 2018$27.7M
- G• O••••••••• 2• P•••••• F•••• L• Fund of funds · 2018$27.7M
1 smaller family is in the full list of vehicles.
View all 6 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••••••• G•••••• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $20.4M as of May 31, 2024 | $24.1M | Unknown | |
| T•••••••• I••••• Q•• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $16.7M as of May 31, 2024 | $17.6M | Early deployment | |
| G• F•••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.0M as of May 31, 2024 | no Form D | Unknown | |
| T•••••••• I•••••• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $51.8M as of May 31, 2024 | no Form D | Mature | |
| G• O••••••••• 2• P•••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2018 Form D first sale | $27.7M as of May 31, 2024 | $27.6M | Mature | |
| G• O••••••••• I• P•••••• F••• L• ADV: Other Private Fund | Fund of funds | 2017 Form D first sale | $20.0M as of Mar 23, 2026 | $20.0M | Unknown |
- President · since Feb 1, 2020
- Chief Investment Officer · since Nov 1, 2020
- Managing Director · since Oct 1, 2014
- Senior Wealth Advisor
- Senior Wealth Advisor
Full team · 17 peoplegrouped by role, with sources
- N••• D•••• C••••••• · President · since Feb 1, 2020 Form ADV
- T••• S• J•••• · Chief Investment Officer · since Nov 1, 2020 Form ADV
- H••• a• M•••••• · Managing Director · since Oct 1, 2014 Form ADV
- G•••••• A•••••• · Regional Vice President · start date unknown Firm website
- R••••• A••••• · Associate Wealth Advisor · start date unknown Firm website
- W••• A•••• · Associate Wealth Advisor · start date unknown Firm website
- J••• A••••••• · Senior Wealth Advisor · start date unknown Firm website
- J•••• A••••••• · Senior Wealth Advisor · start date unknown Firm website
- J••••••• A•••• · Senior Wealth Advisor · start date unknown Firm website
- J••••••• A•••• · Senior Wealth Advisor · start date unknown Firm website
- K•••• A•••• · Senior Wealth Advisor · start date unknown Firm website
- R•••• A••••••• · Senior Wealth Advisor · start date unknown Firm website
- W••• A•••• · Senior Wealth Advisor · start date unknown Firm website
- D••••• A••••••• · Client Service Specialist · start date unknown Firm website
- K•••••• A•••• · Client Service Specialist · start date unknown Firm website
- N•••••• A•••••• · Manager, Client Service · start date unknown Firm website
- A••••• E••• C••••••• · Chief O•••••••• Officer / Chief Compliance Officer · since Feb 1, 2023 Form ADV
6 former (kept with end dates)
- A••••• E••• C••••••• · Chief Compliance Officer · Sep 1, 2022 to Dec 13, 2022 Inference
- A•• C•••••••• T•••••• · Chief Operations Officer - Wealth Management · Nov 1, 2019 to Jul 17, 2020 Inference
- C••••••••• V•••••• C••••• · Chief Compliance Officer · Dec 1, 2022 to May 31, 2024 Inference
- M••• C••• B••••• · Chief Compliance Officer · Jan 1, 2017 to Aug 6, 2019 Inference
- W•••• G••••• H••••••• · Chief O•••••••• Officer · May 1, 2017 to Aug 6, 2019 Inference
- W•••••• T••••• M••••••• · Chief Compliance Officer · Aug 1, 2019 to Sep 26, 2022 Inference
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | F••••• B••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I• t•• N••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•• W••••• M••••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | O•• F•••••••• C••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 35 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | F••••• B••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I• t•• N••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•• W••••• M••••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | O•• F•••••••• C••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••••• C••••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D•••••• P••••••• • D•••••• R••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | L••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••••• • I•••••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• P••••••• • S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | O•• A••••••• • T••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P••••••••• • E••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••• • E••••••••• P••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••••• • T•••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | O••••••••• a• F•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••••••• P•••• f•• B••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• M••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | F••••• a•• H••••• T••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••••• N•••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•• I••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | F•••••••• p••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••• W••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• • F••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R•••••• • N••• R••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•• S••••••••• C••••••••• • E•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | W••••• P••••••• P•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B••••••• O••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• P••••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | L•••••••• S••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B••••••• O•••• S•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••• a•• R••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••••• a•• M•••••• P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
- Sep 14, 2026••• Locked
- Sep 1, 2026••• Locked
- Oct 30, 2014••• Locked
G••••• C••••••• L•• is the same institution as 1 record in 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.
Checking your plan…
Not yet on record: deals, last 12 months.