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A••••••• M••••••••• H••••••• L•

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$12B
Form ADV
PE fund assets
$11B
Form ADV
PE funds
26
Form ADV
Investments held
103 of 158
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date

What matters now

  1. 1 deal
    1 exit, 180 days

    1 deal since 17 Aug 2026: sold M••••• (17 Aug).

    Buying and selling in the same season: capital is being put to work and returned, which is when bankers and co-investors get calls.

    Factannounced deals, press releasesFor Sell-side bankers, founders, lendersAll deals
  2. +6
    funds on Form ADV

    P•••••• equity funds on its Form ADV went from 20 to 26 (+6).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
27 of 36 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $10.57bn Private Equity Fund GAV on the Form ADV filed 2026-05-06
Strategies
Secondaries
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    27 of 36 distinct vehicles are sworn P•••••• Equity Funds; 23 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    20 of 29 distinct vehicles are sworn P•••••• Equity Funds; 20 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $12B · 26 PE funds · filed May 6, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Nov 17, 2023 to May 6, 2026
RAUM
$12Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
26
PE fund GAV, latest filing
$11Breported gross assets (Form ADV), not fund size
All private fund GAV
$12Bevery private fund type, latest filing
2024 PE fund GAV
$11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
75%
Fund type mix
  • Private equity fund: 26 funds, $11B reported gross assets, 27 ever reported
  • Hedge fund: 1 fund, $753M reported gross assets
  • Venture capital fund: 3 funds, $643M reported gross assets, 4 ever reported
  • Other private fund: 3 funds, $365M reported gross assets, 4 ever reported
Form ADV filed May 6, 2026
Employees
66
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour7 of 8 criteria stated · 156 observed dealsShow
Stated by the firm
Sectors
Technology, financial services, software, manufacturing, education
Geography
Global, United Kingdom, United States
Revenue
from $1.0M
EBITDA
not stated or not yet read
Enterprise value
$75.0M to $2.5B
Equity check
$50.0M to $350M
Control
Majority, minority
Thesis
••• Locked
Observed from deals on record
On record
156 companies, 158 holdings, 16 transactions
Period
2015 to 2025 (34 dated observations, 140 holdings undated)
Most deals
Software (28 of 156, e.g. OnPhase and Helcim), financial services (25 of 156), business services (17 of 156) and 5 more
Subsectors
Financial services (25 of 156), software (23 of 156), insurance agencies brokerage (9 of 156), vertical software (5 of 156) and 4 more
Deal roles
12 platforms, 3 add-ons, 143 with role not stated
Add-ons per platform
0.25 add-ons per platform
Control
10 control, 148 not stated
Disclosed deal values
1 deal with a disclosed value, $120M
Where
Ny (1 of 156), fl (1 of 156), tx (1 of 156)
Bought from
1 founder
By year
2015: 1 add-on, 1 other deal; 2016: 1 platform; 2017: 1 platform; 2018: 2 platforms; 2019: 1 platform; 2020: 2 other deals; 2021: 2 add-ons, 2 other deals; 2024: 2 other deals; 2025: 1 platform
Repeat counterparties
W•••••• F••• • G•••••••• L•• (legal adviser) on 3 deals, M••••• • A••••••••• (buy-side adviser) on 2 deals and K••••••• • E•••• L•• (legal adviser) on 2 deals

156 companies on the graph (16 transactions); most in software (28); 12 platforms and 3 add-ons; observed 2015 to 2025

States a majority,minority preference, but 0 of 10 deals with known control were minority stakes.
Funds
15 families, 34 vehicles on record

9 smaller families are in the full list of vehicles.

View all 34 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A• E•••• P••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$44.5M
as of May 6, 2026
no Form DEarly deployment
A••••••• C••••• O••••••••• F••• I• L•••
ADV: Other P•••••• Fund
Credit fund2023
Form D first sale
$248M
as of May 6, 2026
$202MActive deployment
A••••••• C••••• O••••••••• F••• I• ••••••••• L•••
ADV: Other P•••••• Fund
Credit fund2023
Form D first sale
$14.7M
as of May 6, 2026
$13.4MActive deployment
A••••••• F•••••••• S••••••• F••• V• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
Form D first sale
$3.1B
as of May 6, 2026
$2.3BActive deployment
A••••••• F•••••••• S••••••• F••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
Form D first sale
$2.6B
as of May 6, 2026
no Form DUnknown
A••••••• F•••••••• S••••••• F••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2010
Form D first sale
$40.5M
as of May 6, 2026
no Form DUnknown
A••••••• F•••••••• S••••••• C••••••••• F••• L•••
ADV: P•••••• Equity Fund
Continuation vehicleunknown$1.7B
as of May 6, 2026
$0Unknown
A••••••• F•••••••• S••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$489M
as of May 6, 2026
no Form DUnknown
A••••••• E•••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$413M
as of May 6, 2026
no Form DActive deployment
A••••••• A•••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$393M
as of May 6, 2026
no Form DUnknown
A••••••• P••••••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$392M
as of May 6, 2026
no Form DActive deployment
A••••••• M•••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$279M
as of May 6, 2026
no Form DUnknown
A••••••• F•••••••• S••••••• F••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$228M
as of May 6, 2026
no Form DUnknown
A••••••• C••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$202M
as of May 6, 2026
no Form DUnknown
A••••••• I• ••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$178M
as of May 6, 2026
no Form DUnknown
A••••••• G••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$127M
as of May 6, 2026
no Form DActive deployment
A••••••• F•••••••• S••••••• F••• ••••••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$127M
as of May 6, 2026
no Form DUnknown
A••••••• A••••••• O••••••••• F••• L•••
ADV: Other P•••••• Fund
SPVunknown$121M
as of May 13, 2024
$0Unknown
A••••••• C••••• O••••••••• F••• L•••
ADV: Other P•••••• Fund
Credit fundunknown$102M
as of May 6, 2026
no Form DUnknown
A••••••• L•••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$82.8M
as of May 6, 2026
no Form DUnknown
A••••••• O••••• C••••••••• F••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$76.3M
as of May 6, 2026
no Form DUnknown
A•• I• ••••• I• C••••••••• L•
ADV: Venture Capital Fund
Co-investment vehicleunknown$55.0M
as of May 6, 2026
no Form DUnknown
A••••••• Q• C•••••••• L••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$50.0M
as of May 13, 2024
no Form DEarly deployment
A••••••• R••••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$35.2M
as of May 6, 2026
no Form DUnknown
A••••••• A••••• C•••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$29.2M
as of May 6, 2026
no Form DUnknown
A••••••• A••••••• C•••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$28.9M
as of May 6, 2026
no Form DActive deployment
A••••••• B••••• H••••••• L•••
ADV: Venture Capital Fund
buyout or unlabelledunknown$6.3M
as of May 13, 2024
no Form DUnknown
A••••••• A••••• C•••••••• I• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$6.1M
as of May 6, 2026
no Form DUnknown
A••••••• V• ••••• C••••••••• L•••
ADV: P•••••• Equity Fund
Co-investment vehicleunknown$1.6M
as of May 6, 2026
no Form DUnknown
A••••••• C•••••• F••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$0
as of May 6, 2026
no Form DUnknown
A••••••• F•••••••• S••••••• F••• V••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$0
as of May 6, 2026
no Form DUnknown
A••••••• C•••••• F••••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$0
as of May 6, 2026
no Form DUnknown
A••••••• F•••••••• S••••••• F••• V••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$0
as of May 6, 2026
no Form DUnknown
A••••••• T••••••••• G••••• F••• I•buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
92 current, 0 former
Full team · 92 peoplegrouped by role, with sources
Managing partner (2)
Partner (15)
Principal (10)
Vice president (9)
Associate (26)
Business development (1)
Capital markets (1)
Investor relations (5)
Platform (21)
Other (2)
Deals
158 on record, newest first · 12 platforms · 3 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 17, 2026M•••••Exit to a strategic buyerSeller (confirmed)exited
exited Aug 17, 2026
unknowna•••••••.com
Feb 18, 2026R•••••••Sponsor to sponsorSeller (confirmed)exited
exited Feb 18, 2026
unknowna•••••••.com
Nov 26, 2025
form d related person first sale
C••••••Portfolio relationshipRole unknownactive
held 10 months
unknownFact Firm website
Feb 27, 2025S•••• F••••• O••••• S•••••••Platform acquisitionSponsor (confirmed)active
held 1.6 years
unknowna•••••••.com
Feb 20, 2024D•••••••• L••Majority investmentSponsor (confirmed)active
held 2.6 years
J•• P••••••••• (confirmed)a•••••••.com
All 158 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 17, 2026M•••••Exit to a strategic buyerSeller (confirmed)exited
exited Aug 17, 2026
unknowna•••••••.com
Feb 18, 2026R•••••••Sponsor to sponsorSeller (confirmed)exited
exited Feb 18, 2026
unknowna•••••••.com
Nov 26, 2025
form d related person first sale
C••••••Portfolio relationshipRole unknownactive
held 10 months
unknownFact Firm website
Feb 27, 2025S•••• F••••• O••••• S•••••••Platform acquisitionSponsor (confirmed)active
held 1.6 years
unknowna•••••••.com
Feb 20, 2024D•••••••• L••Majority investmentSponsor (confirmed)active
held 2.6 years
J•• P••••••••• (confirmed)a•••••••.com
Jan 10, 2024L••••••••• L••Growth investmentSponsor (confirmed)active
held 2.7 years
unknowna•••••••.com
Oct 20, 2023
form d related person first sale
L•••••••••Portfolio relationshipRole unknownactive
held 2.9 years
unknownFact Firm website
Oct 27, 2021P••• H•••••Add-on acquisitionSponsor (derived)active
held 4.9 years
unknowna•••••••.com
Sep 27, 2021O•••••••••Add-on acquisitionSponsor (confirmed)active
held 5.0 years
unknowna•••••••.com
Jun 2, 2021S•••••••• T•••••••••Growth investmentSponsor (confirmed)active
held 5.3 years
unknowna•••••••.com
Jan 5, 2021S••••••• A••••••• G••••Growth investmentSponsor (confirmed)active
held 5.7 years
unknowna•••••••.com
Jul 20, 2020Q••••••Type not statedSponsor (confirmed)exited
held 6.2 years
unknowna•••••••.com
Feb 5, 2020E•• S••••• T•••••••••Growth investmentSponsor (confirmed)exited
held 6.6 years
unknowna•••••••.com
Feb 21, 2019R••••••• I•••••••• S•••••••Platform acquisitionSponsor (confirmed)active
held 7.6 years
unknowna•••••••.com
Oct 28, 2018E•••Exit to a strategic buyerSeller (confirmed)exited
exited Oct 28, 2018
unknowna•••••••.com
May 31, 2018A••••••• H••••• R••••••••Platform acquisitionSponsor (confirmed)active
held 8.3 years
unknowna•••••••.com
May 23, 2018R••Platform acquisitionSponsor (confirmed)active
held 8.3 years
unknowna•••••••.com
Mar 13, 2018T•••••••••Sponsor to sponsorSeller (confirmed)exited
exited Mar 13, 2018
unknowna•••••••.com
Jun 1, 2017O•• B•••••• S•••••••Platform acquisitionSponsor (confirmed)active
held 9.3 years
unknowna•••••••.com
Apr 11, 2016S••••• B•••••••Platform acquisitionSponsor (confirmed)exited
held 10.5 years
unknowna•••••••.com
Aug 21, 2015F••••••Type not statedSponsor (confirmed)exited
held 11.1 years
unknowna•••••••.com
Mar 13, 2015S••••• A••••• I••••••••• E•••••Add-on acquisitionSponsor (derived)active
held 11.5 years
unknowna•••••••.com
date unknownS•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•• C•••••• G••••Portfolio relationshipPlatformexitedunknownFact Firm website
date unknownS••••••••• C••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW••••• C••••• S•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE••••••• F••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP••••• D••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••• D•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••••• a• W•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••••• C•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK•••• S••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM•••••Portfolio relationshipRole unknownexited
exited Aug 17, 2026
unknownFact Press release
date unknownC•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT••••••• I••••••••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•• l••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••Portfolio relationshipPlatformactiveunknownFact Press release
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN•••• C•••••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD••••••••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••••• C••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownU•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••• G••••• C•••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH••••• P••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••• S•••••••• I•••••••• H•••••••• I•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••• C•••••• M•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownZ•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•• L••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••••••••• I•••••••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownN••••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG•• I••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownU•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••••• A•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownQ••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownU••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownV••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownV•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••• A••••••••• I•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••••• F•••••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••• I•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•••• • A•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••Portfolio relationshipRole unknownactiveunknownFact Firm website

Showing 100 of 158 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
39 relationships
Placement agents (19)
  • C•••••• I••••••••• P•••••••• I••• 3 shared · strong · last Jan 1, 2023
  • G••••••• C•••••• L•• 2 shared · recurring · last Jun 22, 2023
  • T•••••• G•••• L•••••• 2 shared · recurring · last Jan 1, 2015
  • T••••• 1 shared · one time · last Jan 1, 2023
  • S•••• S••••••••• C••••••••• 1 shared · one time
  • C•••••••• C••••••••• U• L•••••• 1 shared · one time · last Jun 27, 2025
  • E••••••• G•••• L••••• 1 shared · one time · last May 23, 2024
  • M••••••••• C••••••••• A•••• M••••••••• L••• 1 shared · one time · last Jan 1, 2012
  • A•••• A••••••• P••• L•••••• 1 shared · one time · last Jan 1, 2016
  • M•••••• P•••••• E••••• A••••••• U•• L•• 1 shared · one time · last Jan 1, 2012
  • K•••••• I••• 1 shared · one time · last Jun 6, 2024
  • I••• •••• P••••••• P•• L•••••• 1 shared · one time · last Jan 1, 2012
  • M•••• A•••• S••••••••• C•• L•• 1 shared · one time · last Jun 6, 2024
  • C•••••• A•••• M••••••••• L•••••• 1 shared · one time · last Jan 1, 2012
  • C•••••• A•••• M••••••••• L••• ••• 1 shared · one time · last Jan 1, 2015
  • S••••••• A••••••• L•• 1 shared · one time · last Jan 1, 2015
  • A•••••• F••••••••• L•• 1 shared · one time · last Jan 1, 2023
  • F•••• A••••• 1 shared · one time · last Jan 1, 2020
  • F•••• A••••• P••••••• L•• 1 shared · one time · last Jan 1, 2020
Financial advisers (13)
  • M••••• • A••••••••• 2 shared · recurring · last May 23, 2018
  • R•••••• J•••• f•• O•• 1 shared · one time · last Jun 1, 2017
  • W••••• H•••• A••••••• 1 shared · one time · last Feb 21, 2019
  • A•••• P••••••• L• 1 shared · one time · last Jan 5, 2021
  • R•••••• J•••• L••• 1 shared · one time · last Jun 2, 2021
  • J•••••••• L•• 1 shared · one time · last Jan 5, 2021
  • L••••• P••••••• 1 shared · one time · last Feb 20, 2024
  • R•••• • I••••• 1 shared · one time · last Oct 27, 2021
  • I•• 1 shared · one time · last Jul 20, 2020
  • M•••• B•••••• 1 shared · one time · last Jan 10, 2024
  • K••• L•• 1 shared · one time · last Jul 20, 2020
  • W•••••• B•••• f•• A••••••• 1 shared · one time · last Jun 1, 2017
  • M••••• S•••••• • C•• L•• 1 shared · one time · last Feb 27, 2025
Legal advisers (7)
  • W•••••• F••• • G•••••••• L•• 3 shared · strong · last Jun 2, 2021
  • K••••••• • E•••• L•• 2 shared · recurring · last Jun 2, 2021
  • S••••• 1 shared · one time · last Jul 20, 2020
  • H•••••• • K••••• 1 shared · one time · last Feb 27, 2025
  • B••• F••••• 1 shared · one time · last Jan 5, 2021
  • D• B•••• B••••••••• W•••••••• 1 shared · one time · last Jul 20, 2020
  • R•••• • G••• L•• 1 shared · one time · last Feb 27, 2025
LP commitments
1 LPs, 6 disclosed commitments
Events
47 not already shown above, of 60 most recent
  1. Aug 17, 2026
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  2. Jun 23, 2026
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  3. May 6, 2026
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  4. Apr 20, 2026
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  5. Feb 18, 2026
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Full timeline · 60 eventsnewest first, including the LP commitments and deals above
  1. Aug 17, 2026
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  2. Aug 17, 2026
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  3. Jun 23, 2026
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  4. May 6, 2026
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    PE fund count changedFactForm ADV
  5. Apr 20, 2026
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  6. Feb 18, 2026
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  7. Feb 18, 2026
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  8. Mar 5, 2025
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  9. Feb 27, 2025
  10. Feb 27, 2025
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  11. Jul 2, 2024
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  12. Apr 2, 2024
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  13. Mar 28, 2024
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  14. Feb 20, 2024
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  15. Feb 20, 2024
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  16. Feb 5, 2024
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  17. Jan 16, 2024
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  18. Jan 10, 2024
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  19. Jan 10, 2024
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  20. Nov 17, 2023
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    First Form ADV filingFactForm ADV
  21. May 25, 2023
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  22. Jan 17, 2023
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  23. Jun 21, 2022
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  24. Jun 1, 2022
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  25. May 4, 2022
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  26. Apr 13, 2022
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  27. Dec 16, 2021
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  28. Dec 2, 2021
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  29. Oct 27, 2021
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  30. Sep 27, 2021
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  31. Sep 9, 2021
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  32. Jul 14, 2021
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  33. Jul 13, 2021
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  34. Jun 2, 2021
  35. Jun 2, 2021
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  36. Jun 1, 2021
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  37. Apr 26, 2021
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  38. Apr 5, 2021
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  39. Feb 3, 2021
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  40. Jan 5, 2021
  41. Jan 5, 2021
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  42. Oct 2, 2020
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  43. Jul 20, 2020
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    Platform investmentFactQ••••••Press release
  44. Jul 20, 2020
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  45. May 26, 2020
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  46. Feb 20, 2020
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  47. Feb 5, 2020
  48. Feb 5, 2020
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  49. Jan 6, 2020
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  50. Jul 24, 2019
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  51. Feb 25, 2019
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  52. Feb 21, 2019
  53. Feb 21, 2019
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  54. Nov 14, 2018
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  55. Nov 12, 2018
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  56. Oct 28, 2018
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  57. Oct 28, 2018
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  58. May 31, 2018
  59. May 31, 2018
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  60. May 23, 2018
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    Platform investmentFactR••Press release
Across the graphs

A••••••• M••••••••• H••••••• L• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1Private 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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