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 / R•••• E••••• P••••••• L••

R•••• E••••• P••••••• L••

Buyout firmLower middle marketUSr•••••••••.comSEC registered investment adviser

R•••• Equity Partners is a private investing firm in New York City that is transforming traditional private equity as we know it.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.82bn Private Equity Fund GAV on the Form ADV filed 2024-03-20
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 4, 2021 to Mar 20, 2024
RAUM
$823Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$823Mreported gross assets (Form ADV), not fund size
All private fund GAV
$823Mevery private fund type, latest filing
2024 PE fund GAV
$823Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-20, latest gav Private Equity Fund $823M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees
11
Business phone
917-796-4710
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
Sectors
industrials, consumer
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
up to $1.0B
Equity check
up to $300M
Control
not stated or not yet read
Thesis
This is what sets us apart and guarantees that every decision we make is reflective of the standards we have set for our investment thesis and operational execution.
Observed from deals on record
roles
unknown 8, platform 7
period
to 2026-05-15, from 2021-06-07, undated holdings 8, dated observations 14
window
last 2026-05-15, first 2021-06-07
control
control 7, unknown 8
companies
12
geography
investments
15
seller kinds
family 1
transactions
7
cadence by year
2021 platforms 1, 2025 platforms 4, 2026 platforms 2
platform add on
add ons 0, platforms 7, add ons per platform 0
sector known for
9
disclosed value usd
n 0
sector distribution
count 4, share 0.333, value industrial manufacturing, examples National Manufacturer of Specialty Heavy Haul Transportation Equipment, AeriTek, Due North, Lotus, count 2, share 0.167, value aerospace defense, examples Griffin Aerospace, Award-Winning FAA Part 145 Repair Station Specializing, count 1, share 0.083, value tech enabled services, examples Transporter, count 1, share 0.083, value specialty distribution, examples Edison Utility Services, count 1, share 0.083, value industrial services, examples Multi-State Utility Services Provider
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.25, value miscellaneous manufacturing, examples National Manufacturer of Specialty Heavy Haul Transportation Equipment, AeriTek, Due North, count 2, share 0.167, value aerospace defense, examples Griffin Aerospace, Award-Winning FAA Part 145 Repair Station Specializing, count 1, share 0.083, value data processing hosting, examples Transporter, count 1, share 0.083, value electrical electronic wholesale, examples Edison Utility Services, count 1, share 0.083, value utility construction, examples Multi-State Utility Services Provider, count 1, share 0.083, value beverage manufacturing, examples Lotus

12 companies on the graph (7 transactions); most in industrial manufacturing (4); 7 platforms and 0 add-ons; observed 2021 to 2026

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••• T•••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$82.3M
as of Mar 20, 2024
no Form DEarly deployment
I••••• T•••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$359M
as of Mar 20, 2024
no Form DEarly deployment
F•••• T••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$43.1M
as of Mar 20, 2024
no Form DUnknown
R•••• K• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$278M
as of Mar 20, 2024
no Form DActive deployment
G•••• T•••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$60.6M
as of Mar 20, 2024
no Form DActive deployment
Team
126 current, 0 former
Vice president (11)
Operating partner (85)
Platform (25)
Portfolio
15 relationships, 7 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
N••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••PlatformactiveMay 15, 2026
transaction announcement
4 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
N••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••PlatformactiveMay 15, 2026
transaction announcement
4 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••••••• U•••••• S••••••• P•••••••PlatformactiveSep 12, 2025
transaction announcement
1.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••••••• U•••••• S••••••• P•••••••PlatformactiveSep 12, 2025
transaction announcement
1.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••••• F•• P••• 1•• R••••• S•••••• S•••••••••PlatformactiveMay 29, 2025
transaction announcement
1.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••••• F•• P••• 1•• R••••• S•••••• S•••••••••PlatformactiveMay 29, 2025
transaction announcement
1.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•••• M••••• L••••••PlatformactiveJun 7, 2021
transaction announcement
5.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•• N••••Role unknownexited
exited Sep 29, 2025
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• U•••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••• A••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
9 on record
DateTypeTargetThis firm’s roleSource
May 15, 2026Platform acquisitionN••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••Sponsor (confirmed)r•••••••••.com
May 15, 2026Platform acquisitionN••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••Sponsor (confirmed)r•••••••••.com
Sep 29, 2025Exit to a strategic buyerD•• N••••Seller (confirmed)r•••••••••.com
Sep 29, 2025Exit to a strategic buyerD•• N••••Seller (confirmed)r•••••••••.com
Sep 12, 2025Platform acquisitionM••••••••• U•••••• S••••••• P•••••••Sponsor (confirmed)r•••••••••.com
Sep 12, 2025Platform acquisitionM••••••••• U•••••• S••••••• P•••••••Sponsor (confirmed)r•••••••••.com
May 29, 2025Platform acquisitionA••••••••• F•• P••• 1•• R••••• S•••••• S•••••••••Sponsor (confirmed)r•••••••••.com
May 29, 2025Platform acquisitionA••••••••• F•• P••• 1•• R••••• S•••••• S•••••••••Sponsor (confirmed)r•••••••••.com
Jun 7, 2021Platform acquisitionT•••• M••••• L••••••Sponsor (confirmed)r•••••••••.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
  • T••••• 5 shared · very strong · last Jan 1, 2023
Legal advisers (1)
  • K••••• M••••• R••••••• L•• 1 shared · one time · last Jun 7, 2021
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
29 most recent
  1. Sep 16, 2026
    A•••••• Acquires Continental Refrigerator and National Comfort Products, Becoming a Leader in U.S. Commercial Foodservice Refrigeration
  2. Sep 16, 2026
    A•••••• Acquires Federal Industries To Expand U.S. Foodservice Manufacturing And Distribution Platform
  3. Sep 16, 2026
    R•••• Completes GP-Led Minority Secondary for A•••••• Global, one of the Leading M•••••••••s & Distributors of Refrigerated Display Cases in the Americas
  4. Sep 16, 2026
    R•••• Sells D•• N•••• to A•••••• Global, Creating N•••• America’s Leading M••••••••• & Distributor of Refrigerated Display Cases
  5. Sep 16, 2026
    R•••• Equity P•••ners and Landon Capital P•••ners achieve Strategic Sale of H•••••••• Foods to The Gellert Global Group
  6. Sep 16, 2026
    R•••• Finances the Acquisition of Woodmaxx for its M••••• Leading Outdoor E•••••••• Company, Rebranding the Merged Group E••••••••
  7. Sep 16, 2026
    Through the Simultaneous Merger of Six Companies, R•••• Helps Create the Only End-to-End P••••••• of Craft Brewery & Beverage E•••••••• in N•••• America
  8. Sep 16, 2026
    Successful M••••••••• of Refrigerated Merchandisers MTL COOL, Joins Forces with D•• N•••• Brands
  9. Sep 16, 2026
    R•••• Equity P•••ners Creates a Diversified Platform in Outdoor Power E•••••••• and U•••••• Trailers with T•••• Simultaneous Acquisitions
  10. Sep 16, 2026
    R•••• Equity P•••ners Consolidates Refrigerated Display M••••• with Simultaneous Acquisitions of QBD and Minus Forty
  11. Sep 16, 2026
    R•••• Equity P•••ners Acquires T•••• M••••• L•••••• in S•••••••• Cheese
  12. May 20, 2026
    About Us Investment Approach Team Investments Operating P•••ners News
  13. May 20, 2026
    R•••• Acquires N••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••
  14. May 15, 2026
    R•••• Acquires N••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••
  15. May 15, 2026
    R•••• Acquires N••••••• M••••••••• o• S•••••••• H•••• H••• T••••••••• E••••••••
  16. Mar 25, 2026
    R•••• E••••• P••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 4 (roster 2026-09-01)
  17. Sep 29, 2025
    R•••• Sells D•• N•••• to A•••••• Global, Creating N•••• America’s Leading M••••••••• & Distributor of Refrigerated Display Cases
  18. Sep 29, 2025
    R•••• Sells D•• N•••• to A•••••• Global, Creating N•••• America’s Leading M••••••••• & Distributor of Refrigerated Display Cases
  19. Sep 12, 2025
    R•••• Equity P•••ners Acquires M••••••••• U•••••• S••••••• P••••••• with Operations Across 30+ States
  20. Sep 12, 2025
    R•••• Equity P•••ners Acquires M••••••••• U•••••• S••••••• P••••••• with Operations Across 30+ States
  21. Sep 12, 2025
    R•••• Equity P•••ners Acquires M••••••••• U•••••• S••••••• P••••••• with Operations Across 30+ States
  22. May 29, 2025
    R•••• Equity P•••ners Acquires A••••••••• F•• P••• 1•• R••••• S•••••• S••••••••• in Complex A•••••••• Component MRO
  23. May 29, 2025
    R•••• Equity P•••ners Acquires A••••••••• F•• P••• 1•• R••••• S•••••• S••••••••• in Complex A•••••••• Component MRO
  24. May 29, 2025
    R•••• Equity P•••ners Acquires A••••••••• F•• P••• 1•• R••••• S•••••• S••••••••• in Complex A•••••••• Component MRO
  25. Sep 13, 2023
    September 8, 2023: H•••••••• Acquires N•••• Country Packaging
  26. Sep 19, 2022
    September 19, 2022: D•• N•••• Announces Acquisition of MTL Cool
  27. Sep 7, 2021
    R•••• Equity P•••ners Consolidates Refrigerated Display M••••• with Simultaneous Acquisitions of QBD and Minus Forty
  28. Aug 4, 2021
    R•••• E••••• P••••••• L•• first filed Form ADV in the extract (ERA)
  29. Jun 7, 2021
    R•••• Equity P•••ners Acquires T•••• M••••• L•••••• in S•••••••• Cheese
Across the graphs

R•••• E••••• P••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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