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R•••••• T••••••••• M••••••••• L•••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boulder, COr••••••••.com

••• Locked

Regulatory AUM
$4.8B
Form ADV
PE fund assets
$4.0B
Form ADV
PE funds
15
Form ADV
Investments held
29 of 31
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
Funds and vehiclesTeam (68)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 · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $4.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-19
Classification history (2)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 26, 2013 to Mar 19, 2026
RAUM
$4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
15
PE fund GAV, latest filing
$4.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$3.7Bevery private fund type, latest filing
2024 PE fund GAV
$4.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-19, latest gav Private Equity Fund $4.0B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 13
Employees
32
Headquarters
Boulder, CO
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
28 observed deals
Stated by the firm
Sectors
software
Geography
not stated or not yet read
Revenue
$15.0M to $75.0M
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$75.0M to $350M
Control
majority
Thesis
••• Locked
Observed from deals on record
roles
unknown 31
period
to 2026-06-16, from 2026-01-29, undated holdings 27, dated observations 6
window
last 2026-06-16, first 2026-01-29
control
unknown 31
companies
28
geography
investments
31
seller kinds
transactions
2
cadence by year
2026 other deals 2
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
4
disclosed value usd
n 0
sector distribution
count 4, share 0.143, value software, examples Harver, Procede Software, Collegenet, Ascend Analytics
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.071, value vertical software, examples Harver, Procede Software, count 2, share 0.071, value software, examples Collegenet, Ascend Analytics

28 companies on the graph (2 transactions); most in software (4); observed 2026 to 2026

Funds
13 on record, 5 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•• J• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$45.6M
as of Mar 19, 2024
no Form DUnknown
R•• H• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$9.0M
as of Mar 19, 2024
no Form DUnknown
R•• F• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$55.5M
as of Mar 19, 2024
no Form DEarly deployment
R•• G• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$33.9M
as of Mar 19, 2024
no Form DEarly deployment
R•••••• T••••••••• P••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$1.6B
as of Mar 19, 2024
no Form DEarly deployment
R•• D• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$14.2M
as of Mar 19, 2024
no Form DUnknown
R•••••• T••••••••• P••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$1.4B
as of Mar 19, 2024
no Form DSuccessor fundraising
R•• C• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$27.5M
as of Mar 19, 2024
no Form DMature
R•• B• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$44.7M
as of Mar 19, 2024
no Form DHarvest
R•••••• T••••••••• P••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$556M
as of Mar 19, 2024
no Form DHarvest
R•• a• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$59.2M
as of May 29, 2019
no Form DWound down
R•• T• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$1.1M
as of May 29, 2019
no Form DWound down
R•••••• T••••••••• P••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$162M
as of Mar 19, 2024
no Form DHarvest
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
R•••••• C••••••••• F••• L•••Private Equity Fund2026 to 2026
$313M
filed Mar 19, 2026
reports.adviserinfo.sec.gov
R•• L• H••••••• L•Private Equity Fund2026 to 2026
$113M
filed Mar 19, 2026
reports.adviserinfo.sec.gov
R•••••• F••• I• R••• L•••Private Equity Fund2026 to 2026
$99.1M
filed Mar 19, 2026
reports.adviserinfo.sec.gov
R•• K• H••••••• L•Private Equity Fund2026 to 2026
$24.1M
filed Mar 19, 2026
reports.adviserinfo.sec.gov
R•• C• H••••••• R••• L•Private Equity Fund2026 to 2026
$7.3M
filed Mar 19, 2026
reports.adviserinfo.sec.gov
Team
68 current, 0 former
Managing partner (20)
Partner (10)
Principal (7)
Vice president (13)
Associate (7)
Analyst (1)
Platform (5)
Portfolio
31 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••••••••Role unknownactiveJun 16, 2026
transaction announcement
3 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveJun 16, 2026
transaction announcement
3 monthsA••• K•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P•••••• S•••••••Role unknownactiveJan 29, 2026
transaction announcement
8 monthsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• S•••••••Role unknownactiveJan 29, 2026
transaction announcement
8 monthsB•• F•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
4••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• A••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••• R•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• L••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••Role unknownexited
exited Sep 11, 2018
unknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•• I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• A••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• G••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
W••• T•••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Jun 16, 2026Growth investmentC•••••••••Sponsor (confirmed)prnewswire.com
Jan 29, 2026Growth investmentP•••••• S•••••••Sponsor (confirmed)prnewswire.com
Sep 11, 2018Exit to a strategic buyerP••••••••Seller (confirmed)farolam.com
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (2)
  • P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2022
  • C•• S••••••••• L• 2 shared · recurring · last Jan 1, 2017
Financial advisers (1)
  • M••••• • C•••••• L•• 1 shared · one time · last Jun 16, 2026
LP commitments
2 disclosed
Events
60 most recent
  1. Jun 16, 2026
  2. Jun 16, 2026
  3. Jun 10, 2026
  4. Apr 14, 2026
  5. Apr 2, 2026
  6. Mar 19, 2026
  7. Mar 4, 2026
  8. Jan 29, 2026
  9. Jan 29, 2026
  10. Oct 14, 2025
  11. Oct 7, 2025
  12. Sep 4, 2025
  13. Jul 16, 2025
  14. May 7, 2025
  15. Mar 5, 2025
  16. Mar 4, 2025
  17. Feb 25, 2025
  18. Jan 27, 2025
  19. Jan 10, 2025
  20. Jan 7, 2025
  21. Nov 18, 2024
  22. Oct 1, 2024
  23. Sep 17, 2024
  24. Jul 9, 2024
  25. May 3, 2024
  26. Apr 19, 2024
  27. Mar 21, 2024
  28. Feb 15, 2024
  29. Feb 13, 2024
  30. Jan 18, 2024
  31. Nov 6, 2023
  32. Oct 19, 2023
  33. Jul 13, 2023
  34. Mar 23, 2023
  35. Aug 16, 2022
  36. Aug 11, 2022
  37. Jun 28, 2022
  38. Jun 21, 2022
  39. Mar 1, 2022
  40. Dec 7, 2021
  41. Nov 17, 2021
  42. Sep 8, 2021
  43. Jul 28, 2021
  44. May 5, 2021
  45. Mar 9, 2021
  46. Mar 3, 2021
  47. Feb 24, 2021
  48. Feb 17, 2021
  49. Jan 12, 2021
  50. Dec 1, 2020
  51. Nov 17, 2020
  52. Nov 17, 2020
  53. Oct 26, 2020
  54. Oct 26, 2020
  55. Sep 22, 2020
  56. Jun 2, 2020
  57. May 14, 2020
  58. Mar 3, 2020
  59. Oct 1, 2019
  60. Sep 25, 2019
Across the graphs

R•••••• T••••••••• M••••••••• L••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1

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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