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C• W••••• A••••••• L••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Beachwood, OHc•••••••••.com

••• Locked

Regulatory AUM
$3.6B
Form ADV
PE fund assets
$505M
Form ADV
PE funds
21
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (7)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 42 of 46 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
Lower middle marketdefined by: proxy: $0.50bn Private Equity Fund GAV on the Form ADV filed 2024-07-17
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 42 of 46 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 24, 2026
RAUM
$3.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
21
PE fund GAV, latest filing
$505Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.6Bevery private fund type, latest filing
2024 PE fund GAV
$505Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
72%
Fund type mix
filed 2024-07-17, latest gav Other Private Fund $974M, Private Equity Fund $505M, latest counts Other Private Fund 9, Private Equity Fund 19, lifetime distinct Other Private Fund 13, Private Equity Fund 33
Employees
23
Headquarters
Beachwood, OH
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
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
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
46 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••• P•••••• O••••••••• F••• I••
ADV: P•••••• Equity Fund
Fund of funds2024
first reported on Form ADV
$43.9M
as of Jul 17, 2024
no Form DUnknown
C••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2022
year in the fund name
$85.9M
as of Jul 17, 2024
no Form DUnknown
C••• P•••••• O••••••••• I•
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$31.6M
as of Jul 17, 2024
no Form DEarly deployment
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2021
year in the fund name
$45.2M
as of Jul 17, 2024
no Form DEarly deployment
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2020
year in the fund name
$34.6M
as of Jul 17, 2024
no Form DUnknown
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2019
year in the fund name
$45.2M
as of Jul 17, 2024
no Form DActive deployment
C••• P•••••• O••••••••• I•
ADV: P•••••• Equity Fund
Fund of funds2019
first reported on Form ADV
$12.7M
as of Jul 17, 2024
no Form DHarvest
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2018
year in the fund name
$35.6M
as of Jul 17, 2024
no Form DHarvest
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2017
year in the fund name
$41.2M
as of Jul 17, 2024
no Form DHarvest
C••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2016
year in the fund name
$37.2M
as of Jul 17, 2024
no Form DMature
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2015
year in the fund name
$37.6M
as of Jul 17, 2024
no Form DMature
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2014
year in the fund name
$15.7M
as of Jul 17, 2024
no Form DHarvest
C••• B•••••••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.5M
as of Jul 17, 2024
no Form DUnknown
C••• P•••••• E••••• 2•••
ADV: P•••••• Equity Fund
Fund of funds2012
year in the fund name
$14.7M
as of Jul 17, 2024
no Form DHarvest
C••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2011
year in the fund name
$6.2M
as of Jul 17, 2024
no Form DHarvest
C••••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2010
year in the fund name
$851,736
as of Jul 17, 2024
no Form DHarvest
C••••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2007
year in the fund name
$1.6M
as of Jul 14, 2021
no Form DWound down
C••••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2006
year in the fund name
$2.7M
as of Jul 14, 2021
no Form DWound down
C••••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2005
year in the fund name
$513,463
as of Jul 14, 2021
no Form DWound down
C••••• P•••••• E••••• 2••• L••
ADV: P•••••• Equity Fund
Fund of funds2004
year in the fund name
$0
as of Jul 21, 2023
no Form DWound down
C••• C•••••• A••••••••• F••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$233M
as of Jul 17, 2024
no Form DHarvest
C••• M•• C•• P••••••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$194M
as of Jul 17, 2024
no Form DMature
C••• M•••• C•• F••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$148M
as of Jul 17, 2024
no Form DUnknown
C••• S•••• C•• F••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$119M
as of Jul 17, 2024
no Form DUnknown
C••• F•••••• D•••••••• P•••••••••
ADV: Other P•••••• Fund
Fund of fundsunknown$80.3M
as of Jul 17, 2024
no Form DUnknown
C••• L•••• C•• P••••••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$62.3M
as of Jul 17, 2024
no Form DMature
C••• E••••••• M•••••• P•••••••••
ADV: Other P•••••• Fund
Fund of fundsunknown$53.0M
as of Jul 17, 2024
no Form DHarvest
C••• I••••••••• S•••• C•• P••••••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$44.7M
as of Jul 21, 2023
no Form DWound down
C••• D•••••••• S••••••••• P•••••••••
ADV: Other P•••••• Fund
Fund of fundsunknown$43.1M
as of Jul 17, 2024
no Form DUnknown
C••• C•••••• A••••••••• N•
ADV: Other P•••••• Fund
Fund of fundsunknown$41.1M
as of Jul 17, 2024
no Form DUnknown
C••••• O••••••••• I• P••••••••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$12.1M
as of Jul 17, 2024
no Form DUnknown
C••• C•• O•••••••••
ADV: Other P•••••• Fund
Fund of fundsunknown$2.0M
as of Apr 10, 2014
no Form DWound down
C••••• O••••••••• P••••••••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$2.0M
as of Jul 17, 2024
no Form DHarvest
C••••• S•• B••• F••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.7M
as of Jun 18, 2020
no Form DWound down
C••••• P••••••• X••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.6M
as of Feb 13, 2019
no Form DWound down
C••••• P••••••• I•
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.5M
as of Apr 10, 2014
no Form DWound down
C••••• O••• I• A•••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.0M
as of Jul 17, 2024
no Form DHarvest
C••••• P••••••• I•
ADV: P•••••• Equity Fund
Fund of fundsunknown$883,992
as of Mar 27, 2015
no Form DWound down
C••• C•••••••• P••••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$879,033
as of Mar 27, 2015
no Form DWound down
C••••• P••••••• X•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$7,056
as of Jun 18, 2020
no Form DWound down
C••••• P••••••• X••
ADV: P•••••• Equity Fund
Fund of fundsunknown$284
as of Jun 18, 2020
no Form DWound down
C••••• P••••••• V••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Mar 27, 2015
no Form DWound down
C••••• S•••••• G••• L••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Feb 13, 2019
no Form DWound down
C••••• P••••••• C••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Mar 29, 2017
no Form DWound down
C••• C••••• S•••• P••••••• L••
ADV: Other P•••••• Fund
Fund of fundsunknown$0
as of Apr 10, 2014
no Form DWound down
C••••• P••••••• X•
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Feb 13, 2019
no Form DWound down
Team
7 current, 10 former
Partner (1)
Board or advisory (1)
10 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
2 most recent
  1. Mar 24, 2026
  2. Mar 30, 2012
Across the graphs

C• W••••• A••••••• 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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