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Firms / S••••••••• S••••••••• I•••

S••••••••• S••••••••• I•••

Fund of funds · probableunsizedRoseland, NJwebsiteSEC registered investment adviser
Classification
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 4, 2012 to Jul 9, 2024
RAUM
$744Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$1.7Bevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
7%
Fund type mix
filed 2024-07-09, latest gav Hedge Fund $45.8M, Other Private Fund $1.6B, latest counts Hedge Fund 1, Other Private Fund 9, lifetime distinct Hedge Fund 1, Other Private Fund 12, Private Equity Fund 1
Employees
12
Headquarters
Roseland, NJ
Office address
105 EISENHOWER PARKWAY, Roseland, NJ, 07068
Business phone
973-233-8800
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
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••••••• P•••••• P••••••••• I•• L•
ADV: Other P•••••• Fund
Fund of funds2020
first reported on Form ADV
$223M
as of Jul 9, 2024
no Form DActive deployment
S••••••••• P•••••• P•••••••••
ADV: P•••••• Equity Fund
Fund of fundsunknown$148,797
as of Jun 27, 2019
no Form DWound down
Team
3 current, 2 former
2 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
2 relationships
Placement agents (2)
  • Y•••• A•••••• C••••••• L•• 1 shared · one time · last Jan 1, 2023
  • E••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
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. Apr 4, 2012
    S••••••••• S••••••••• I••• 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••••••••• S••••••••• I••• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA 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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