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B•• H•••• C•••••• M••••••••• L••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· San Francisco, CAb•••••••••.com

••• Locked

Regulatory AUM
$570M
Form ADV
PE fund assets
$987M
Form ADV
PE funds
14
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (13)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 basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 14 of 14 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.99bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 14 of 14 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 20, 2012 to Mar 31, 2026
RAUM
$570Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
14
PE fund GAV, latest filing
$987Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.1Bevery private fund type, latest filing
2024 PE fund GAV
$987Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $987M, latest counts Private Equity Fund 14, lifetime distinct Private Equity Fund 14
Employees
7
Headquarters
San Francisco, CA
Office address
••• Locked
Business phone
••• Locked
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
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•• H•••• C•••••• P••••••• V•• L•••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$10.5M
as of Mar 28, 2024
no Form DUnknown
B•• H•••• C•••••• P••••••• V••• L•
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$6.2M
as of Mar 28, 2024
no Form DUnknown
B•• H•••• C•••••• P••••••• V•••• L•••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$123,838
as of Mar 28, 2024
no Form DUnknown
B•• H•••• C•••••• P••••••• V• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$154M
as of Mar 28, 2024
no Form DEarly deployment
B•• H•••• C•••••• P••••••• S••• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$66.7M
as of Mar 28, 2024
no Form DEarly deployment
B•• H•••• C•••••• P••••••• I•••• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$8.6M
as of Mar 28, 2024
no Form DEarly deployment
B•• H•••• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$200M
as of Mar 28, 2024
no Form DActive deployment
B•• H•••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Fund of funds2014
first reported on Form ADV
$145M
as of Mar 28, 2024
no Form DMature
B•• H•••• E••••••• P••••••• I•• L•••
ADV: Private Equity Fund
Fund of funds2014
first reported on Form ADV
$110M
as of Mar 28, 2024
no Form DHarvest
B•• H•••• E••••••• P••••••• I• L•
ADV: Private Equity Fund
Fund of fundsunknown$119M
as of Mar 28, 2024
no Form DMature
B•• H•••• E••••••• P••••••• I• B• L•
ADV: Private Equity Fund
Fund of fundsunknown$79.4M
as of Mar 28, 2024
no Form DMature
B•• H•••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Fund of fundsunknown$76.1M
as of Mar 28, 2024
no Form DMature
B•• H•••• E••••••• P••••••• I• L•
ADV: Private Equity Fund
Fund of fundsunknown$6.5M
as of Mar 28, 2024
no Form DHarvest
B•• H•••• C•••••• P••••••• I• L•••
ADV: Private Equity Fund
Fund of fundsunknown$4.9M
as of Mar 28, 2024
no Form DHarvest
Team
13 current, 8 former
8 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
1 most recent
  1. Jan 20, 2012
Across the graphs

B•• H•••• C•••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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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