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M••••••• I••••••••• A•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Wynnewood, PAm•••••••••.com

••• Locked

Regulatory AUM
$245M
Form ADV
PE fund assets
$226M
Form ADV
PE funds
5
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (8)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 basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 27 of 29 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-07-19
Strategies
PRIVATE CREDIT, SPECIAL SITUATIONS
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 27 of 29 distinct vehicles are sworn P•••••• Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 24, 2012 to Jul 19, 2024
RAUM
$245Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$226Mreported gross assets (Form ADV), not fund size
All private fund GAV
$240Mevery private fund type, latest filing
2024 PE fund GAV
$226Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
93%
Fund type mix
filed 2024-07-19, latest gav Real Estate Fund $8.1M, Private Equity Fund $226M, Venture Capital Fund $5.7M, latest counts Real Estate Fund 1, Private Equity Fund 5, Venture Capital Fund 1, lifetime distinct Real Estate Fund 1, Private Equity Fund 27, Venture Capital Fund 1
Employees
6
Headquarters
Wynnewood, PA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
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
••• Locked
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
27 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•• H•••••••• L••
ADV: P•••••• Equity Fund
Fund of funds2018
first reported on Form ADV
$177M
as of Jul 19, 2024
no Form DHarvest
M••• M•• I••••••••• L••
ADV: P•••••• Equity Fund
Fund of funds2018
first reported on Form ADV
$47.9M
as of Jul 19, 2024
no Form DHarvest
M•• A•••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$10.8M
as of Apr 27, 2018
no Form DWound down
M••••••• S••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$54,326
as of Jul 19, 2024
no Form DHarvest
M••••••• S•••••• O••••••••• F•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$16,579
as of Jul 19, 2024
no Form DHarvest
C••••••••• E••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$19.8M
as of Apr 27, 2018
no Form DWound down
C••••••• E•••••••• F••• Q• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$13.6M
as of Mar 29, 2019
no Form DWound down
C•••••••• C••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$6.0M
as of Apr 28, 2020
no Form DWound down
C•• S•••••••• F•••••• F••• Q• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$5.3M
as of Apr 28, 2020
no Form DWound down
C•• S•••••••• F•••••• F•••• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$2.4M
as of Apr 28, 2020
no Form DWound down
C••••••••• C•••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.2M
as of Sep 28, 2021
no Form DWound down
C•• P••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$1.2M
as of Jul 19, 2024
no Form DHarvest
C•• S•••••••• P•••••• E••••• F••• Q• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$0
as of Mar 30, 2023
no Form DHarvest
C•• D••••••••• O••••••••• F••• Q• L•••
ADV: P•••••• Equity Fund
Special situations fundunknown$0
as of Mar 28, 2016
no Form DUnknown
C•• S•••••••• P•••••• E••••• F•••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$0
as of Mar 30, 2023
no Form DHarvest
C••••••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of May 16, 2016
no Form DWound down
C•••••• P•••••••• E••••• P••••••• Q• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Apr 27, 2018
no Form DWound down
C•• D••••••••• O••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Special situations fundunknown$0
as of Mar 28, 2016
no Form DUnknown
C•• P•••••• E••••• P••••••• X••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of May 16, 2016
no Form DWound down
C•••••• C•••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Apr 27, 2018
no Form DWound down
C•• S•••••••• P•••••• E••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$0
as of Oct 6, 2023
no Form DWound down
C•• M•••••••• D••• F••• Q• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$0
as of Oct 6, 2023
no Form DWound down
C•••••• C•••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jun 8, 2017
no Form DWound down
C•• S•••••••• P•••••• E••••• F••• I•••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$0
as of Oct 6, 2023
no Form DWound down
C•• M•••••••• D••• F•••• L•••
ADV: P•••••• Equity Fund
Credit fundunknown$0
as of Oct 6, 2023
no Form DWound down
C•• P•••••• E••••• P••••••• X••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of May 16, 2016
no Form DWound down
C•••••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of May 16, 2016
no Form DWound down
Team
8 current, 3 former
3 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
8 relationships
Placement agents (8)
  • C•• I••••••••• R••••••••• L•• 22 shared · very strong · last Jan 1, 2014
  • C•• I••••••••• R•••••••• •••••••• I••• 12 shared · very strong · last Jan 1, 2012
  • M••••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2018
  • M• H••••••• S••••••••• I••• 1 shared · one time · last Jan 1, 2014
  • H••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2012
  • H••••••• I••••••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2012
  • V••• S••••••••• I••• 1 shared · one time · last Jan 1, 2012
  • G•••• W••••••• L••• 1 shared · one time · last Jan 1, 2014
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. Apr 28, 2026
    M••••••• I••••••••• A•••••••• L••: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jan 24, 2012
    M••••••• I••••••••• A•••••••• 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••••••• I••••••••• A•••••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1

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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