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.

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Firms / C•• F••• A•••••••• L••

C•• F••• A•••••••• L••

Fund of funds · probableLower middle marketWynnewood, PAc••••••••SEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 23 of 25 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-06-25
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 23 of 25 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 24, 2012 to Jun 25, 2024
RAUM
$5.8Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$22,486reported gross assets (Form ADV), not fund size
All private fund GAV
$22,486every private fund type, latest filing
2024 PE fund GAV
$22,486sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
76%
Fund type mix
filed 2024-06-25, latest gav Private Equity Fund $22,486, latest counts Private Equity Fund 2, lifetime distinct Real Estate Fund 8, Private Equity Fund 25
Employees
5
Headquarters
Wynnewood, PA
Office address
308 E. LANCASTER AVENUE, SUITE 300, Wynnewood, PA, 19096-2145
Business phone
610-896-3000
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
25 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•• 2••• I••••••••• P••••••• P•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2005
year in the fund name
$7,238
as of Mar 30, 2022
no Form DWound down
C•• 2••• I••••••••• P••••••• P•• L•••
ADV: P•••••• Equity Fund
Fund of funds2005
year in the fund name
$447
as of Mar 30, 2022
no Form DWound down
C•• 2••• I••••••••• P••••••• Q• L•••
ADV: P•••••• Equity Fund
Fund of funds2003
year in the fund name
$21,030
as of Jun 25, 2024
no Form DHarvest
C•• 2••• I••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2003
year in the fund name
$1,456
as of Jun 25, 2024
no Form DMature
C•• 2••• I••••••••• P••••••• Q• L•••
ADV: P•••••• Equity Fund
Fund of funds2002
year in the fund name
$2,612
as of Mar 30, 2022
no Form DWound down
C•• 2••• I••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2002
year in the fund name
$230
as of Mar 30, 2022
no Form DWound down
C•• 2••• I••••••••• P••••••• Q• L•••
ADV: P•••••• Equity Fund
Fund of funds2000
year in the fund name
$54,341
as of Jun 8, 2017
no Form DWound down
C•• 2••• I••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds2000
year in the fund name
$28,434
as of Jun 8, 2017
no Form DWound down
C•• 2••• I••••••••• P••••••• Q•• L•••
ADV: P•••••• Equity Fund
Fund of funds2000
year in the fund name
$5,002
as of Apr 27, 2018
no Form DWound down
C•• 1••• I••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds1999
year in the fund name
$50,096
as of Jun 8, 2017
no Form DWound down
C•• 1••• I••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of funds1997
year in the fund name
$0
as of May 1, 2013
no Form DWound down
C•• S••••••••• P••••••• F••• I•• •••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$488,429
as of Apr 27, 2018
no Form DWound down
C•• W•••••• E••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$459,179
as of Feb 1, 2022
no Form DWound down
C•• D•••••• F••• Q• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Dec 16, 2014
no Form DWound down
C••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Apr 27, 2018
no Form DWound down
C•••••• C•••••• A•••••• P•••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$0
as of Apr 27, 2018
no Form DWound down
C•• L••• I•••••••• O••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Mar 30, 2020
no Form DWound down
C•• D•••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Dec 16, 2014
no Form DWound down
C•• P••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Mar 30, 2023
no Form DHarvest
C•• T••••••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Dec 16, 2014
no Form DWound down
C••••••••• S•••••••• B••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of May 16, 2016
no Form DWound down
C••••••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Dec 16, 2014
no Form DWound down
C•• T••••••••• P••••••• Q• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Dec 16, 2014
no Form DWound down
C•• P•••••• E••••• P••••••• X••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jun 8, 2017
no Form DWound down
C•• P•••••• E••••• P••••••• X••••• L•••
ADV: P•••••• Equity Fund
Fund of fundsunknown$0
as of Jun 8, 2017
no Form DWound down
Team
4 current, 5 former
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
3 relationships
Placement agents (3)
  • C•• I••••••••• R••••••••• L•• 14 shared · very strong · last Jan 1, 2012
  • C•• I••••••••• R•••••••• •••••••• I••• 12 shared · very strong · last Jan 1, 2012
  • V••• S••••••••• I••• 4 shared · strong · last Jan 1, 2012
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. Sep 1, 2026
    Adviser CRD 154682 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jan 24, 2012
    C•• F••• 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

C•• F••• A•••••••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real 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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