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.

Firms / A••••••• C•••••• P•••••••

A••••••• C•••••• P•••••••

Buyout firmMiddle marketPalo Alto, CAa•••••••••.comSEC registered investment adviser

A••••••• C•••••• P••••••• is a private equity firm backing lower middle market companies with capital and operating support.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 29 of 29 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $4.76bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 29 of 29 distinct vehicles are sworn P•••••• Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Nov 27, 2024
RAUM
$4.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
29
PE fund GAV, latest filing
$4.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$4.8Bevery private fund type, latest filing
2024 PE fund GAV
$4.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-27, latest gav Private Equity Fund $4.8B, latest counts Private Equity Fund 29, lifetime distinct Private Equity Fund 29
Employees
60
Headquarters
Palo Alto, CA
Office address
400 HAMILTON AVENUE, SUITE 230, Palo Alto, CA, 94301
Business phone
650-264-7750
Stated criteria beside observed behaviour
51 observed deals
Stated by the firm
Sectors
business services, industrials, 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
control
Thesis
We advance the companies and management teams we partner with by adding operational and strategic value through our Investment team, A••••••• Ascend, functional experts and executive network.
Observed from deals on record
roles
unknown 49, platform 2
period
to 2026-04-01, from 2022-03-22, undated holdings 49, dated observations 4
window
last 2026-04-01, first 2022-03-22
control
control 2, unknown 49
companies
51
geography
count 1, share 0.02, value TX
investments
51
seller kinds
transactions
2
cadence by year
2022 platforms 1, 2026 other deals 1
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
8
disclosed value usd
n 0
sector distribution
count 4, share 0.078, value industrial manufacturing, examples Bishop Lifting Products, Inc., Cascade Windows, Specialized Packaging Group, Inc., Mervin Manufacturing, count 1, share 0.02, value healthcare services, examples CHE Behavioral Health Services, count 1, share 0.02, value consumer services, examples Excel Fitness, count 1, share 0.02, value software, examples EG, count 1, share 0.02, value business services, examples WAVE
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.039, value miscellaneous manufacturing, examples Cascade Windows, Mervin Manufacturing, count 1, share 0.02, value machinery manufacturing, examples Bishop Lifting Products, Inc., count 1, share 0.02, value outpatient mental health substance, examples CHE Behavioral Health Services, count 1, share 0.02, value fitness recreation, examples Excel Fitness, count 1, share 0.02, value vertical software, examples EG, count 1, share 0.02, value live events and sports management, examples WAVE

51 companies on the graph (2 transactions); most in industrial manufacturing (4); 2 platforms and 0 add-ons; observed 2022 to 2026

Funds
29 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
D••••• I••••••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$320M
as of Nov 27, 2024
no Form DUnknown
A•• A••••••••• 2••• C•• L••
ADV: P•••••• Equity Fund
Continuation vehicle2024
year in the fund name
$25.2M
as of Nov 27, 2024
no Form DUnknown
A•• T•••• A••••••••• 2••• C•• L••
ADV: P•••••• Equity Fund
Continuation vehicle2024
year in the fund name
$2.2M
as of Nov 27, 2024
no Form DUnknown
A•• I••••••••• F••• I•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2023
first reported on Form ADV
$230M
as of Nov 27, 2024
no Form DEarly deployment
A•• I••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$151M
as of Nov 27, 2024
no Form DEarly deployment
A•• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
year in the fund name
$28.5M
as of Nov 27, 2024
no Form DEarly deployment
A•• T•••• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
year in the fund name
$0
as of Nov 27, 2024
no Form DUnknown
A•• A•••• F•••••• L•••
ADV: P•••••• Equity Fund
Continuation vehicle2021
first reported on Form ADV
$239M
as of Nov 27, 2024
no Form DActive deployment
A•• A•••• F•••• L•••
ADV: P•••••• Equity Fund
Continuation vehicle2021
first reported on Form ADV
$107M
as of Nov 27, 2024
no Form DActive deployment
A•• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
year in the fund name
$23.9M
as of Nov 27, 2024
no Form DActive deployment
A•• T•••• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2020
year in the fund name
$8.9M
as of Nov 27, 2024
no Form DActive deployment
A•• I••••••••• F••• I••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2017
first reported on Form ADV
$1.3B
as of Nov 27, 2024
no Form DMature
A•• I••••••••• F••• I••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$757M
as of Nov 27, 2024
no Form DSuccessor fundraising
A•• P•••••• I•••••••• I••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2017
first reported on Form ADV
$120M
as of Nov 27, 2024
no Form DMature
A•• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
year in the fund name
$116M
as of Nov 27, 2024
no Form DUnknown
A•• P•••••• I•••••••• I••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$68.2M
as of Nov 27, 2024
no Form DSuccessor fundraising
A•• T•••• A••••••••• 2•••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
year in the fund name
$35.5M
as of Nov 27, 2024
no Form DUnknown
A•• P•••••• I•••••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$29.8M
as of Nov 27, 2024
no Form DHarvest
A••••••• O••••••••• J•••• V•••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$13.2M
as of Nov 27, 2024
no Form DHarvest
A••••••••• P••••••• J•••• V•••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$5.9M
as of Nov 27, 2024
no Form DHarvest
A••••••••• J•••• V•••••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$3.0M
as of Nov 27, 2024
no Form DHarvest
A•• I••••••••• F••• I•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2014
first reported on Form ADV
$601M
as of Nov 27, 2024
no Form DHarvest
A•• I••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$263M
as of Nov 27, 2024
no Form DHarvest
A•• I••••••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$281M
as of Nov 27, 2024
no Form DHarvest
A•• A••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$48.4M
as of Nov 27, 2024
no Form DHarvest
A••••••• O••••••••• J•••• V••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$14.0M
as of Nov 27, 2024
no Form DHarvest
A•• T•••• A••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$12.0M
as of Nov 27, 2024
no Form DHarvest
A••••••• J•••• V••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$5.9M
as of Nov 27, 2024
no Form DHarvest
A••••••••• J•••• V•••••••••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$2.1M
as of Nov 27, 2024
no Form DHarvest
Team
68 current, 5 former
Partner (7)
Vice president (8)
Analyst (6)
Operating partner (21)
Other (13)
5 former (kept with end dates)
Portfolio
51 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
K•• C•••••••• C•••••••••PlatformactiveApr 1, 2026
transaction announcement
6 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••• L•••••• P•••••••• I•••PlatformactiveMar 22, 2022
transaction announcement
4.5 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
1•• • F••• L•••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• D••••••••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• H•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• R•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•• T••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• W••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• B••••••••• H••••• S•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• B•••• B••• C••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• A•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• P•••• C•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• F••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• p••• o• A•• R••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•• H•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••• I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• A••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• H•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••• A••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L• W•••••• A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• M•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• F•••••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••• M••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• B•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• A•••• D•••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• M••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• P•••••••• G••••• I•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• T••• F••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• B•••• C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• J•••• P••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• C•••• M•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Apr 1, 2026Majority investmentK•• C•••••••• C•••••••••Sponsor (confirmed)monroecap.com
Mar 22, 2022Platform acquisitionB••••• L•••••• P•••••••• I•••Sponsorstelluscapital.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
  • L••••• F••••• • C•• L•• 2 shared · recurring · last Jan 1, 2023
Co-investors (1)
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
3 most recent
  1. Apr 1, 2026
    M••••• Capital Supports A••••••• C•••••• P•••••••' Investment in Key C••••••••
    Platform investmentFactK•• C•••••••• C•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  2. Mar 31, 2026
    A••••••• C•••••• P•••••••: P•••••• Equity Funds on Form ADV 29 (2024 extract) -> 31 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Feb 14, 2012
    A••••••• C•••••• P••••••• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

A••••••• C•••••• P••••••• 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.

Checking your plan…