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R••••••• F••• A•••••• L••

Hybrid managerClassification probableunsized· Newport Beach, CA

••• Locked

Regulatory AUM
$399M
Form ADV
PE fund assets
Not established
PE funds
2
Form ADV
Investments held
2 of 2
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (21)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 basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 14, 2026
    Hybrid manager (probable, 65%, cls-pe-2)
    R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
Adviser type
unknown
Form ADV filings
? to Apr 1, 2026
RAUM
$399Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$224Mevery 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
unknown
Employees
unknown
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
real estate, franchising, technology
Geography
Midwest, 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
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
roles
platform 2
period
to 2025-11-12, from 2025-11-12, undated holdings 0, dated observations 4
window
last 2025-11-12, first 2025-11-12
control
control 2
companies
1
geography
investments
2
seller kinds
transactions
2
cadence by year
2025 platforms 2
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

1 companies on the graph (2 transactions); 2 platforms and 0 add-ons; observed 2025 to 2025

Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
21 current, 0 former
Managing partner (8)
Partner (2)
Principal (1)
Vice president (2)
Investor relations (1)
Portfolio
2 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
N••••• I••••••••• D•••••••••PlatformactiveNov 12, 2025
transaction announcement
10 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
N••••• I••••••••• D•••••••••PlatformactiveNov 12, 2025
transaction announcement
10 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Nov 12, 2025Platform acquisitionN••••• I••••••••• D•••••••••Sponsor (confirmed), Sponsor (confirmed)r•••••••.com
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
22 most recent
  1. Nov 12, 2025
  2. Mar 27, 2024
  3. Jan 3, 2024
  4. Nov 15, 2023
  5. Sep 5, 2023
  6. Jun 15, 2023
  7. May 17, 2023
  8. Apr 1, 2023
  9. Feb 28, 2023
  10. Feb 21, 2023
  11. Feb 16, 2023
  12. Feb 14, 2023
  13. Feb 3, 2023
  14. Dec 6, 2022
  15. Nov 17, 2022
  16. Aug 9, 2022
  17. Jun 28, 2022
  18. Jun 3, 2022
  19. Feb 17, 2022
  20. Jan 12, 2022
  21. Oct 4, 2021
  22. Sep 2, 2020
Across the graphs

R••••••• F••• A•••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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