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Firms / M••••••• A•••• M••••••••• L••

M••••••• A•••• M••••••••• L••

Private credit manager · probableLower middle marketNewtown, PAm•••••••.comSEC registered investment adviser

Founded in 2012, M••••••• is a vertically integrated asset management company offering institutional investors the unparalleled experience of the M••••••• medical underwriting team. Our underwriters utilize a proprietary view based on a significant population of settled life insurance policies.

Classification
Class
Private credit managerprobable, confidence 70%
Basis
R2: 2 of 3 private equity vehicles are named credit
Size band
Lower middle marketdefined by: proxy: $0.46bn Private Equity Fund GAV on the Form ADV filed 2024-09-04
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 2 of 3 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 25, 2013 to Sep 4, 2024
RAUM
$1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$461Mreported gross assets (Form ADV), not fund size
All private fund GAV
$461Mevery private fund type, latest filing
2024 PE fund GAV
$461Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-09-04, latest gav Private Equity Fund $461M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
19
Headquarters
Newtown, PA
Office address
405 SOUTH STATE ST., 1ST FLOOR, Newtown, PA, 18940
Business phone
267-615-6613
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
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
from $5.5B
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••••• I•• C••••• O••••••••• I•
ADV: Private Equity Fund
Credit fund2023
first reported on Form ADV
$148M
as of Sep 4, 2024
no Form DEarly deployment
M••••••• I•• S••••• O••••••••• G• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$51.7M
as of Sep 4, 2024
no Form DActive deployment
M••••••• I•• C••••• O••••••••• L•
ADV: Private Equity Fund
Credit fund2018
first reported on Form ADV
$262M
as of Sep 4, 2024
no Form DHarvest
Team
14 current, 5 former
Business development (1)
Platform (7)
5 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
1 relationships
Placement agents (1)
  • G••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2023
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
1 most recent
  1. Nov 25, 2013
    M••••••• A•••• M••••••••• L•• 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

M••••••• A•••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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