Private Equity Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S••••••••• L••
SignatureFD is a financial advisor in Atlanta, Georgia and Charlotte, North Carolina. We specialize in financial advising, wealth management, investment advising, and retirement planning.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 28, 2024
- RAUM
- $7.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $238Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $238Mevery private fund type, latest filing
- 2024 PE fund GAV
- $238Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $238M, latest counts Private Equity Fund 3, lifetime distinct Hedge Fund 1, Private Equity Fund 3
- Employees
- 108
- Headquarters
- Atlanta, GA
- Office address
- 1230 PEACHTREE STREET, NE, SUITE 1800, Atlanta, GA, 30309
- Business phone
- 404-253-7600
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $1.0B
- 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 |
|---|---|---|---|---|---|---|
| S••••••••• P•••••• E••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $197M as of Mar 28, 2024 | no Form D | Active deployment | |
| S••••••••• P•••••• A•••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $38.2M as of Mar 28, 2024 | no Form D | Harvest | |
| F•••••• R••• A•••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.5M as of Mar 28, 2024 | no Form D | Harvest |
- C•••••••• D•••••• · Executive Assistant to the CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• a• R•••••••• F•••••• · Chief Executive Officer (Ceo) / Member · since Mar 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• W••••• W•••• · Chief Investment Officer/ Member · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• B•••• C••••• · Partner, Chief Financial and People Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C•••••• C••••••••• · Member · since Dec 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• K• K••••••• C••• · Partner, Director of Alternative Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• a• D••••• · Member · since Jun 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• S•••• F••••• · Member · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• W•••••• L••••• · Member · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I•• R•••• W• L•••• · Member · since Jun 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I••••• F••••• B•••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R••••• M••••• · Member · since Jun 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• T• S••••••••• C•• · Partner, SVP, Advisor Integration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• R•••••••• M••••• · Partner, Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C•••••• M••••• · Partner, Director of P&C Insurance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R• K•••••• B••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• W• C••••• · Partner, Director of Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• L• H••• · Director of Fund Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• R• P•••••• · Director of Portfolio Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• B• G•••• · Director of Billing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• B• S•••••• · Director of Service · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• G••••• D••• · Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• A• S••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• B••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• T••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• R•••••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• W•••••••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••••• N••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••• · Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• E•••• · Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• R••••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• C•••••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• E••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• M• K••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• M•••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••••• · Senior Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• R•••• · Life, Long-term Care, Annuity and Disability Insurance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S••••••••• · Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• B•••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A• C••••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M••••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• K•••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C••• · Life, Long-Term Care, Annuity, and Disability Insurance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• B••••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• G•••• · Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• D••••• · Senior Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• T••••• · Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• L• B•••••• · Senior Client Care Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• P•••••• · Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• W••••• · Business Data Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S•••• · Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• D•••• · Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• T•••• · Portfolio Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• E•••• · Business Development Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• S•••••• · Finance and Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• M••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• Y••••••••• · Senior Portfolio Accounting Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• B•••• C••••• · Chief Financial Officer / Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• P••••••• · Director of Digital M•••eting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• F•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• A•• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C••••••••• · Alternative Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• L•••• · Alternatives Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A•• · Partner, Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• E•••••• B•••••• · Director of Element Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• J• B••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• E••••••••• · Senior Alternatives Portfolio Accounting Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• K•••••••• M••••• A•• · Chief Compliance Officer/ Member · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• L• A••••••••• C•• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• A•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• H•••• C•••• · Chief Service Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••••• B••••••••• · M•••eting and Communications Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• C••••••• · Partner, Chief Technology Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• H• H•••• · P&C Insurance Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B•••••• · Held Away Accounts Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• M••••••• · Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
59 former (kept with end dates)
- A••• B•••••• · Member · Jan 1, 2003 to Mar 30, 2023 Inference
- B•••• M••••• W••••••• · Member · Jan 1, 2019 to Mar 30, 2023 Inference
- B•••• W•••••• F••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- C•••••• B•••• C•••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- C•••••• G••••• G••• · Member · Sep 1, 2013 to Mar 30, 2023 Inference
- C•••••• S•••••• Z•••••••• · Member · Jan 1, 2005 to Mar 30, 2023 Inference
- C•••• E•••••••• · Member · Jan 1, 2001 to Mar 30, 2023 Inference
- C•••• C••••• P••••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- D• S•••• F••••• · Member · Jun 1, 1997 to Mar 30, 2023 Inference
- D••••• M••• D•••• · Member · Sep 1, 2013 to Mar 30, 2023 Inference
- D•••• A••• D•••••• · Member · Jul 1, 2014 to Mar 30, 2023 Inference
- E•••••••• J••• G•••••• · Member · Jan 1, 2017 to Mar 30, 2023 Inference
- E•••••••• P••• H•••• · Member · Jul 1, 2008 to Mar 30, 2023 Inference
- E•••••••• W•••• D•••••• · Member · Jan 1, 2022 to Mar 30, 2023 Inference
- E••• W•••••• F•••••• · Member · Jan 1, 2015 to Mar 30, 2023 Inference
- E••• P•••••• C••••• · Member · Jan 1, 2022 to Mar 30, 2023 Inference
- F•••• D••••• S••••••••• · Member · May 1, 2012 to Mar 30, 2022 Inference
- H••••• B• H••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- I••••• F••••• B•••••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- J•••• C•••• S•••••• · Member · Jan 1, 2020 to Mar 30, 2023 Inference
- J•••• E••• T•••• · Member · Jul 1, 2012 to Mar 30, 2023 Inference
- J•••• F•••••••• L••• · Member · Jan 1, 2019 to Mar 30, 2023 Inference
- J•••• M••••• B•••• · Member · Sep 1, 2013 to Mar 30, 2023 Inference
- J•••• P•••••• Y••• · Member · Jan 1, 2022 to Mar 30, 2023 Inference
- J•••• v•• D••• M••••••• · Member · Jun 1, 2009 to Mar 30, 2023 Inference
- J•••• M•••••• · Member · Jan 1, 2008 to Mar 30, 2023 Inference
- J•••••• S• P••••• · Member · Jan 1, 2000 to Aug 12, 2020 Inference
- J••••• D••••• J•••• · Member · Jul 1, 2014 to Mar 30, 2023 Inference
- J••••• L•• S••••••• · Member · Mar 1, 2004 to Mar 30, 2023 Inference
- J••• C• O•••••••• · Member · Jan 1, 2015 to Mar 30, 2016 Inference
- J•• J•••• F• F•••••• · Member · Jun 1, 1997 to Mar 30, 2023 Inference
- K•••• T•••••• · Member · Jan 1, 2002 to Mar 30, 2023 Inference
- K•••• T• G••••••• · Member · Jan 1, 2020 to Mar 30, 2023 Inference
- K••• M••• S•••• · Member · Jan 1, 2017 to Mar 30, 2023 Inference
- L•••• a• H•••••• · Chief Information Officer/ Member · Jan 1, 2022 to Mar 30, 2023 Inference
- L••• R•••••••• M••••• · Member · Jan 1, 2021 to Mar 30, 2023 Inference
- L•••• S•••••••• · Member · Jan 1, 2008 to Mar 30, 2023 Inference
- M•••• C•••••• M••••• · Member · Jan 1, 2016 to Mar 30, 2023 Inference
- M•••••• B• B••••• · Member · Jan 1, 2019 to Mar 30, 2023 Inference
- M•••• R•••••• P••••• · Member · Jan 1, 2016 to Oct 9, 2020 Inference
- P••••• C••••• B••••• · Member · Sep 1, 2013 to Mar 30, 2023 Inference
- R••••• C• S••••••• · Member · Jan 1, 2002 to Mar 30, 2023 Inference
- R•••••• R• A••••• · Member · Jan 1, 2019 to Mar 30, 2023 Inference
- R••••• F• V••• · Member · Jan 1, 2020 to Mar 30, 2023 Inference
- R••••• K•••••• B••••• · Member · Jan 1, 2004 to Mar 30, 2023 Inference
- R•••• L•••• G•••• · Member · Jul 1, 2014 to Mar 30, 2023 Inference
- R•••••• B•••••• C•••••• · Member · Jan 1, 2015 to Mar 30, 2023 Inference
- R••• A•• B••••••• · Member · Jun 1, 1997 to Mar 30, 2023 Inference
- S•••••• T••• S••••• · Member · Jun 1, 2009 to Mar 30, 2023 Inference
- T•••• L••••• · Member · Jan 1, 2002 to Mar 30, 2023 Inference
- T••••• W••• H••• · Member · Jan 1, 2020 to Mar 30, 2023 Inference
- T••••• W••••• C••••• · Member · Jan 1, 2019 to Mar 30, 2023 Inference
- T•••• D••••• R•••• · Member · Jan 1, 2016 to Mar 30, 2023 Inference
- V••••••• K••• S••••••• · Member · Jan 1, 2015 to Mar 30, 2023 Inference
- W•••• D••• R••• · Member · Jan 1, 2005 to Mar 30, 2020 Inference
- W•••••• A••••• G••••••• · Member · Jan 1, 2008 to Mar 30, 2023 Inference
- W•••••• S••• M••••••• · Member · Aug 1, 2006 to Mar 30, 2023 Inference
- C•••••• S• M••••• · Chief M•••eting Officer/Member · Jan 1, 2022 to Mar 30, 2023 Inference
- W••••• C••••••• · Chief Technology Officer/Member · Jan 1, 2022 to Mar 30, 2023 Inference
- Mar 30, 2026S••••••••• L••: P•••••• Equity Funds on Form ADV 3 (2024 extract) -> 2 (roster 2026-09-01)
- Mar 30, 2012S••••••••• L•• first filed Form ADV in the extract (IA)
S••••••••• 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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