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C•••••• C••••• A•••••••• L••

Private credit managerClassification probableMiddle marketSEC registered investment adviser· West Palm Beach, FLc••••••.com

••• Locked

Regulatory AUM
$9.3B
Form ADV
PE fund assets
$2.2B
Form ADV
PE funds
5
Form ADV
Investments held
9 of 13
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (105)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 basisPrivate credit manager · 2 in historyShow
Class
Private credit managerprobable, confidence 70%
Basis
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band
Middle marketdefined by: proxy: $2.23bn Private Equity Fund GAV on the Form ADV filed 2024-10-25
Strategies
PRIVATE CREDIT
Classification history (2)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-2)
    R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
  2. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 3 of 5 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 24, 2020 to Mar 31, 2026
RAUM
$9.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$2.2Breported gross assets (Form ADV), not fund size
All private fund GAV
$9.2Bevery private fund type, latest filing
2024 PE fund GAV
$2.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
64%
Fund type mix
filed 2024-10-25, latest gav Hedge Fund $2.7B, Private Equity Fund $2.2B, latest counts Hedge Fund 4, Private Equity Fund 7, lifetime distinct Hedge Fund 4, Private Equity Fund 7
Employees
111
Headquarters
West Palm Beach, FL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
Canada, Global
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
control,minority
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 13
period
to unknown, from unknown, undated holdings 13, dated observations 0
window
last unknown, first unknown
control
unknown 13
companies
13
geography
investments
13
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
3
disclosed value usd
n 0
sector distribution
count 1, share 0.077, value media telecom, examples Third-Party Media & Embeds, count 1, share 0.077, value software, examples Analytics & Performance, count 1, share 0.077, value financial services, examples Contact Direct Lending Team
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.077, value media telecom, examples Third-Party Media & Embeds, count 1, share 0.077, value software, examples Analytics & Performance, count 1, share 0.077, value financial services, examples Contact Direct Lending Team

13 companies on the graph (0 transactions); most in media telecom (1); no dated observations

Funds
9 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• C••••• P••••••• V•• L•••••• M••••• S••• S•••••••••
ADV: Hedge Fund
Credit fund2024
first reported on Form ADV
$385M
as of Oct 25, 2024
no Form DUnknown
C•••••• C••••• P••••••• V•• M••••• S••• S•••••••••
ADV: Private Equity Fund
Credit fund2024
first reported on Form ADV
$50.0M
as of Oct 25, 2024
no Form DUnknown
C•••••• C••••• P••••••• S••••• C•••••••• F••• V• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$175M
as of Oct 25, 2024
no Form DUnknown
C•••••• C••••• P••••••• •• 2•••• L•••
ADV: Private Equity Fund
Credit fund2023
year in the fund name
$102M
as of Oct 25, 2024
no Form DUnknown
C•••••• C••••• P••••••• V• ••••••••• M••••• F•••• S••• S•••• R•••
ADV: Private Equity Fund
Credit fund2022
first reported on Form ADV
$737M
as of Oct 25, 2024
no Form DEarly deployment
C•••••• I••••••••• P••••••• V•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$717M
as of Oct 25, 2024
no Form DEarly deployment
C•••••• C••••• P••••••• V• I••••••••• L•••
ADV: Hedge Fund
Credit fund2022
first reported on Form ADV
$202M
as of Oct 25, 2024
no Form DUnknown
C•••••• I••••••••• P••••••• V•••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$167M
as of Oct 25, 2024
no Form DEarly deployment
C•••••• S•••••• O••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$279M
as of Oct 25, 2024
no Form DUnknown
Team
105 current, 2 former
Partner (36)
Principal (11)
Vice president (18)
Associate (8)
Operating partner (7)
Platform (15)
2 former (kept with end dates)
Portfolio
13 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••••• • M••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••• • P•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••• a•• r•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• D••••• L•••••• T•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• p••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••• p•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• e••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• S•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• N••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• c•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• M•••• • E•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• t••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Oct 28, 2022Sponsor to sponsorB••••••• H•••••Lender (confirmed)centrepartners.com
Placement agents, lenders, advisers and co-investors
11 relationships
Placement agents (11)
  • A••••••••• M••••••• G•••• L•••••• 6 shared · very strong · last Jan 1, 2024
  • A••••••••• M••••••• G•••• P•• L•• 6 shared · very strong · last Jan 1, 2024
  • A••••••••• M••••••• G•••• •••• K•••• L•••••• 6 shared · very strong · last Jan 1, 2024
  • L••• C•••••• P••••••• D••••••••• S•• 4 shared · strong · last Jan 1, 2024
  • S•••••• N••••••• • C••••••• I••••••••• 2 shared · recurring · last Jan 1, 2023
  • C•••••••• D•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2022
  • M••••• • C•••••• L•• 2 shared · recurring · last Jan 1, 2022
  • M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 2 shared · recurring · last Jan 1, 2023
  • A•• V• L•• 2 shared · recurring · last Jan 1, 2023
  • M••••• • C•••••• E••••• B••• 2 shared · recurring · last Jan 1, 2022
  • A•• D••••••••• I••• 1 shared · one time · last Jan 1, 2022
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
4 most recent
  1. Sep 15, 2026
  2. Sep 15, 2026
  3. Mar 31, 2026
  4. Dec 24, 2020
Across the graphs

C•••••• C••••• A•••••••• 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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