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R••••••••• C•••••• P•••••••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Denver, COr•••••••••.com

••• Locked

Regulatory AUM
$6.7B
Form ADV
PE fund assets
$6.0B
Form ADV
PE funds
27
Form ADV
Investments held
27 of 38
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
Funds and vehiclesTeam (61)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 basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $5.98bn Private Equity Fund GAV on the Form ADV filed 2024-08-15
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 24, 2014 to Jun 15, 2026
RAUM
$6.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
27
PE fund GAV, latest filing
$6.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$7.2Bevery private fund type, latest filing
2024 PE fund GAV
$6.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-08-15, latest gav Private Equity Fund $6.0B, latest counts Private Equity Fund 21, lifetime distinct Private Equity Fund 23
Employees
51
Headquarters
Denver, CO
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
Sectors
healthcare, technology, consumer
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
from $5.0M
Enterprise value
not stated or not yet read
Equity check
$50.0M to $500M
Control
control
Thesis
••• Locked
Observed from deals on record
roles
add on 1, unknown 32, platform 5
period
to 2025-12-04, from 2013-12-23, undated holdings 27, dated observations 22
window
last 2025-12-04, first 2013-12-23
control
control 5, unknown 33
companies
35
geography
count 1, share 0.029, value SC, count 1, share 0.029, value CA, count 1, share 0.029, value AL
investments
38
seller kinds
transactions
11
cadence by year
2013 platforms 1, 2015 other deals 3, 2020 other deals 1, 2024 other deals 2, 2025 add ons 1, platforms 1, other deals 2
platform add on
add ons 1, platforms 5, add ons per platform 0.2
sector known for
14
disclosed value usd
n 0
sector distribution
count 8, share 0.229, value healthcare services, examples Sound Physicians, Upstream Rehabilitation, Family Care Center, AOM Infusion, count 2, share 0.057, value healthcare it, examples Vi Labs, Mediquant, count 2, share 0.057, value consumer services, examples Evolve Medspa, Empire Portfolio Group, count 1, share 0.029, value tech enabled services, examples Omega Systems, count 1, share 0.029, value transportation logistics, examples Transport Investments
holding period years
n 0
repeat counterparties
role legal adviser, shared 4, entity id 499f47f6-c542-4d71-a565-3c33e9de7f23, role sell side adviser, shared 2, entity id 37bb04ac-344b-4e82-b09c-4ef8db986fb4
subsector distribution
count 2, share 0.057, value healthcare it, examples Vi Labs, Mediquant, count 2, share 0.057, value other ambulatory, examples Sound Physicians, AOM Infusion, count 2, share 0.057, value outpatient mental health substance, examples Family Care Center, Crossroads, count 1, share 0.029, value it managed services, examples Omega Systems, count 1, share 0.029, value personal care services, examples Evolve Medspa, count 1, share 0.029, value physical occupational therapy, examples Upstream Rehabilitation, count 1, share 0.029, value fitness recreation, examples Empire Portfolio Group, count 1, share 0.029, value home health, examples Company Confidential

35 companies on the graph (11 transactions); most in healthcare services (8); 5 platforms and 1 add-ons; observed 2013 to 2025

Funds
23 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R••••••••• E••• F••• I••••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$365M
as of Aug 15, 2024
no Form DEarly deployment
R•• M•••• N••• C••••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$287M
as of Aug 15, 2024
no Form DEarly deployment
R••••••••• E••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$48.2M
as of Aug 15, 2024
no Form DEarly deployment
R••••••••• C•••••• P••••••• F••• I••• L•••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$1.5B
as of Aug 15, 2024
no Form DUnknown
R••••••••• C•••••• P••••••• E•••••••• F••• I••• L•••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$55.5M
as of Aug 15, 2024
no Form DEarly deployment
R•• C••••••••• R••••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$3.2M
as of Aug 15, 2024
no Form DUnknown
R•• F••• I•• E••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$2.5M
as of Aug 15, 2024
no Form DEarly deployment
R••••••••• S••••• A•••• F••• I•• L•••
ADV: Private Equity Fund
Continuation vehicle2021
first reported on Form ADV
$237M
as of Aug 15, 2024
no Form DUnknown
R••••••••• S••••• A•••• F••• I• L•••
ADV: Private Equity Fund
Continuation vehicle2019
first reported on Form ADV
$1.4B
as of Aug 15, 2024
no Form DMature
R•• F••• I• C••••••••• 2• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$45.0M
as of Aug 15, 2024
no Form DActive deployment
R•• F••• I• C••••••••• 1• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$31.4M
as of Aug 15, 2024
no Form DActive deployment
R•• F••• I• C••••••••• 2• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$14.0M
as of Aug 15, 2024
no Form DSuccessor fundraising
R•• F••• I• C••••••••• 1• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$1.9M
as of Aug 15, 2024
no Form DHarvest
R••••••••• C•••••• P••••••• F••• I•• L•••
ADV: Private Equity Fund
Buyout fund2018
first reported on Form ADV
$1.1B
as of Aug 15, 2024
no Form DSuccessor fundraising
C•• I•••••••• 2• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$88.2M
as of Aug 15, 2024
no Form DUnknown
R•• F••• I• C••••••••• 1• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$12.2M
as of Aug 15, 2024
no Form DHarvest
R•• F••• I• C••••••••• 2• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$7.7M
as of Aug 15, 2024
no Form DSuccessor fundraising
R••••••••• C•••••• P••••••• L••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$505M
as of Aug 15, 2024
no Form DUnknown
R••••••••• C•••••• I••••••••• L••
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$2.6M
as of Aug 15, 2024
no Form DMature
S••••••••• I•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$0
as of Dec 10, 2019
no Form DWound down
S••••••• M•••••• H•••••••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$0
as of Dec 10, 2019
no Form DWound down
R••••••••• C•••••• P••••••• F••• I• L•••
ADV: Private Equity Fund
Buyout fund2015
first reported on Form ADV
$232M
as of Aug 15, 2024
no Form DHarvest
R••••••••• C•••••• P••••••• C••••••••• F••• I• L•••
ADV: Private Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$60.4M
as of Aug 15, 2024
no Form DHarvest
Team
61 current, 3 former
Managing partner (5)
Partner (10)
Vice president (8)
Operating partner (1)
Capital markets (1)
Investor relations (2)
Platform (20)
3 former (kept with end dates)
Portfolio
38 relationships, 5 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
T••••••••• H•••••
add-on to T•• C••• T•••
Add-onactiveDec 4, 2025
transaction announcement
10 monthsA•••••• H•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••••• C•••••••• M••••••PlatformactiveSep 30, 2025
transaction announcement
12 monthsM•••••• C••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•• I•••••••PlatformactiveApr 15, 2025
transaction announcement
1.4 yearsA•••••• H•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
O•••• S••••••Role unknownactiveJan 16, 2025
transaction announcement
1.7 yearsA••••• W•••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••• M•Role unknownactiveNov 15, 2024
transaction announcement
1.9 yearsW••• O••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M••••••••Role unknownactiveSep 4, 2024
transaction announcement
2.0 yearsA••••• W•••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• T•••••••• C•••••• M••••••••• ••••• 2•PlatformactiveApr 20, 2020
transaction announcement
6.4 yearsS•••• B••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U•••••••Role unknownactiveDec 15, 2015
transaction announcement
10.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U•••••••Role unknownactiveDec 15, 2015
transaction announcement
10.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U•••••••Role unknownactiveDec 15, 2015
transaction announcement
10.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••••• W•••• C••••••PlatformexitedDec 23, 2013
transaction announcement
12.8 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•• V••••• P•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• C•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• G••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• P•••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• R•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• M•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• C••• C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••• P••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• N•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••• M•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••• V••••••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• C••• T•••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• H••••• S•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••• R•••• C•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••••• R•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••• B••• F•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V• L•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
11 on record
DateTypeTargetThis firm’s roleSource
Dec 4, 2025Add-on acquisitionT••••••••• H•••••Sponsor (confirmed)revelstokecapital.com
Sep 30, 2025Platform acquisitionG•••••• C•••••••• M••••••Sponsor (confirmed)revelstokecapital.com
Apr 15, 2025Majority recapitalizationA•• I•••••••Sponsor (confirmed)revelstokecapital.com
Jan 16, 2025Growth investmentO•••• S••••••Sponsor (confirmed)revelstokecapital.com
Nov 15, 2024Growth investmentN•••• M•Sponsor (confirmed)revelstokecapital.com
Sep 4, 2024Growth investmentM••••••••Sponsor (confirmed)revelstokecapital.com
Apr 20, 2020Majority recapitalizationC••••••••• T•••••••• C•••••• M••••••••• ••••• 2•Sponsor (confirmed)yukonpartners.com
Dec 15, 2015Type not statedU•••••••Sponsor (confirmed)yukonpartners.com
Dec 15, 2015Type not statedU•••••••Sponsor (confirmed)yukonpartners.com
Dec 15, 2015Type not statedU•••••••Sponsor (confirmed)yukonpartners.com
Dec 23, 2013Platform acquisitionA••••••••• W•••• C••••••Sponsor (confirmed)yukonpartners.com
Placement agents, lenders, advisers and co-investors
29 relationships
Placement agents (5)
  • H••••••• L•••• C••••••• I••• 4 shared · strong · last Jan 1, 2023
  • R••••••••• C•••••• S••••••• L•• 3 shared · strong · last Jan 1, 2018
  • G•••••• I••••••••• L•• 2 shared · recurring · last Jan 1, 2015
  • P••• H••• G•••• L•• 1 shared · one time · last Jan 1, 2019
  • A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2019
Lenders (4)
  • Y•••• P••••••• M••••••••• L••••• 1 shared · one time · last Apr 20, 2020
  • A••• C•••••••• F•••••• 1 shared · one time · last Dec 15, 2015
  • A••• C•••••••• F•••••• 1 shared · one time · last Dec 15, 2015
  • A••• C•••••••• F•••••• 1 shared · one time · last Dec 15, 2015
Financial advisers (11)
  • H••••••• L•••• 2 shared · recurring · last Dec 4, 2025
  • H••••• W••••••• 2 shared · recurring · last Jan 16, 2025
  • R•••• • G••• L•• 1 shared · one time · last Sep 4, 2024
  • L•••••• I••••••••• L•• 1 shared · one time · last Dec 4, 2025
  • J•••••••• L•• 1 shared · one time · last Apr 15, 2025
  • T• C•••••• 1 shared · one time · last Sep 30, 2025
  • O• P••••••• 1 shared · one time · last Sep 4, 2024
  • M••••• • C•••••• L•• 1 shared · one time · last Apr 15, 2025
  • Q• A••••••• 1 shared · one time · last Jan 16, 2025
  • M••••••••• L•• 1 shared · one time · last Sep 4, 2024
  • S•••• 1 shared · one time · last Nov 15, 2024
Legal advisers (9)
  • M••••••••• L•• 4 shared · strong · last Dec 4, 2025
  • S••••• H••••• L•• 1 shared · one time · last Dec 15, 2015
  • S••••• H••••• L•• 1 shared · one time · last Dec 15, 2015
  • W•••••• S••••• 1 shared · one time · last Nov 15, 2024
  • P••• H•••••••• L•• 1 shared · one time · last Jan 16, 2025
  • S••••••• M••••• 1 shared · one time · last Nov 15, 2024
  • H•••••• • K••••• 1 shared · one time · last Sep 30, 2025
  • W•••••• • S••••• L•• 1 shared · one time · last Sep 30, 2025
  • S••••• H••••• L•• 1 shared · one time · last Dec 15, 2015
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
20 most recent
  1. Jun 15, 2026
  2. Dec 4, 2025
  3. Dec 4, 2025
  4. Dec 4, 2025
  5. Dec 4, 2025
  6. Dec 4, 2025
  7. Sep 30, 2025
  8. Apr 15, 2025
  9. Jan 16, 2025
  10. Nov 15, 2024
  11. Nov 15, 2024
  12. Nov 15, 2024
  13. Nov 15, 2024
  14. Sep 4, 2024
  15. Apr 20, 2020
  16. Dec 15, 2015
  17. Dec 15, 2015
  18. Dec 15, 2015
  19. Nov 24, 2014
  20. Dec 23, 2013
Across the graphs

R••••••••• C•••••• P••••••• 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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