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A••••• I••••••••• M••••••••• L•••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Chicago, IL
Buyout firm, based in Chicago, IL.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $227M
- PE fund assets
- $150M
- PE funds
- 13
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 1
- RAUM $227M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 10, 2016 to Mar 27, 2026
- RAUM
- $227Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $150Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $218Mevery private fund type, latest filing
- 2024 PE fund GAV
- $150Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $150M, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 9
- Employees
- 4
- Headquarters
- Chicago, IL
- 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
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• M•••••• T••••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $75.2M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• M•••••• T••••••••• P•••••••• L•••• C•••• 2••••• ADV: Private Equity Fund | buyout or unlabelled | 2023 year in the fund name | $19.2M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• M•••••• T••••••••• P•••••••• L•••• C•••• 2••••• ADV: Private Equity Fund | buyout or unlabelled | 2023 year in the fund name | $7.9M as of Mar 26, 2024 | no Form D | Unknown | |
| S•• I••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $6.4M as of Mar 26, 2024 | no Form D | Harvest | |
| S••• C•••••••• I• ••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $2.3M as of Mar 26, 2024 | no Form D | Harvest | |
| S•• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $3.9M as of Mar 26, 2024 | no Form D | Harvest | |
| S••• C•••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $2.3M as of Mar 26, 2024 | no Form D | Harvest | |
| S••••• M•••••• T••••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $29.6M as of Mar 26, 2024 | no Form D | Harvest | |
| S••••• C•••••••• P•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $3.1M as of Mar 26, 2024 | no Form D | Mature |
Team
2 current, 0 former
Board or advisory (1)
- M••••• A•••• S••••• · Trustee · since Nov 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- L•••• G••• · Chief Compliance Officer, Chief Financial Officer And Chief Operating Officer · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
1 relationships
Placement agents (1)
- A••••• C•••••• A•••••••• L•• 3 shared · strong · last Jan 1, 2024
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
- Mar 27, 2026••• Locked
- Nov 10, 2016••• Locked
Across the graphs
A••••• I••••••••• M••••••••• 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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