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 / E••••• C•••••• L••

E••••• C•••••• L••

Buyout firmLower middle marketUSe•••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 21 of 27 distinct vehicles are sworn Private Equity Funds; 19 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.49bn Private Equity Fund GAV on the Form ADV filed 2024-10-18
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 21 of 27 distinct vehicles are sworn Private Equity Funds; 19 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 1, 2021 to Oct 18, 2024
RAUM
$491Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
18
PE fund GAV, latest filing
$491Mreported gross assets (Form ADV), not fund size
All private fund GAV
$491Mevery private fund type, latest filing
2024 PE fund GAV
$491Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
78%
Fund type mix
filed 2024-10-18, latest gav Private Equity Fund $491M, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 21, Venture Capital Fund 6
Employees
7
Business phone
415-234-7318
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
21 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E••••• T••••••••• F••• X••••• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$12.5M
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$7.6M
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X••••• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$0
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$9.8M
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$119M
as of Oct 18, 2024
no Form DEarly deployment
E••••• T••••••••• F••• X•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$69.8M
as of Oct 18, 2024
no Form DEarly deployment
E••••• T••••••••• F••• X••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$45.3M
as of Oct 18, 2024
no Form DEarly deployment
E••••• T••••••••• F••• X••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$39.5M
as of Oct 18, 2024
no Form DEarly deployment
E••••• T••••••••• F••• X•• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$6.4M
as of Oct 18, 2024
no Form DEarly deployment
E••••• T••••••••• F••• X••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$5.9M
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$413,806
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$144,355
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$152M
as of Oct 18, 2024
no Form DActive deployment
E••••• T••••••••• F••• X••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$10.4M
as of Oct 18, 2024
no Form DUnknown
E••••• T••••••••• F••• X••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$6.2M
as of Oct 18, 2024
no Form DActive deployment
E••••• P•••••• T••••••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$5.1M
as of Oct 18, 2024
no Form DActive deployment
E••••• M••••••• T••••••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.5M
as of Oct 4, 2023
no Form DWound down
E••••• T••••••••• F••• X•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$787,482
as of Oct 18, 2024
no Form DUnknown
E••••• C••••••• F•••••••• T••••••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$607,693
as of Jun 29, 2022
no Form DWound down
E••••• A•••• S•••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$67,698
as of Jun 29, 2022
no Form DWound down
Team
2 current, 1 former
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. Jul 14, 2026
    E••••• C•••••• L••: Private Equity Funds on Form ADV 18 (2024 extract) -> 21 (roster 2026-09-01)
  2. Apr 1, 2021
    E••••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs

E••••• C•••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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