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 / S••••••• R••• A•••• M••••••••• L••

S••••••• R••• A•••• M••••••••• L••

Hybrid manager · probableLower middle marketBryn Mawr, PAs•••••••••.usSEC registered investment adviser
Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 3 of 16 distinct vehicles; hedge, securitized or liquidity vehicles 9
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-02-01
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 3 of 16 distinct vehicles; hedge, securitized or liquidity vehicles 9
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 18, 2014 to Feb 1, 2024
RAUM
$455Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$4.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$185Mevery private fund type, latest filing
2024 PE fund GAV
$4.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
19%
Fund type mix
filed 2024-02-01, latest gav Hedge Fund $43.9M, Other Private Fund $136M, Private Equity Fund $4.8M, latest counts Hedge Fund 5, Other Private Fund 4, Private Equity Fund 1, lifetime distinct Hedge Fund 9, Other Private Fund 4, Private Equity Fund 3
Employees
44
Headquarters
Bryn Mawr, PA
Office address
925 W. LANCASTER AVE., SUITE 250, Bryn Mawr, PA, 19010
Business phone
610-788-2128
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••••• R••• I• L••• S••••• a•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$4.8M
as of Feb 1, 2024
no Form DUnknown
S••••••• R••• I• L••• S••••• C•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$396,910
as of Feb 27, 2023
no Form DWound down
S••••••• R••• I• L•••
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$6.2M
as of Mar 31, 2022
no Form DUnknown
Team
3 current, 15 former
15 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. Sep 1, 2026
    Adviser CRD 150516 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. Nov 18, 2014
    S••••••• R••• 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

S••••••• R••• A•••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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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