Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / S••••••••• P•••••• E•••••

S••••••••• P•••••• E•••••

Buyout firm · probableLower middle marketEncinitas, CAs•••••••••.comSEC registered investment adviser

S••••••••• P•••••• E••••• is a boutique private equity manager that specializes in niche secondary opportunities – creating simple, streamlined investment opportunities.

Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.97bn P•••••• Equity Fund GAV on the Form ADV filed 2024-06-12
Strategies
SECONDARIES
Classification history (3)
  1. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “S••••••••• is a private equity fund manager specializing in single-asset direct secondary transactions”
    xn--s-1hnaaaaaaaa.com
  2. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “S••••••••• is a private equity fund manager specializing in single-asset direct secondary transactions”
    xn--s-1hnaaaaaaaa.com
  3. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 11 distinct vehicles are sworn P•••••• Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jul 17, 2018 to Jun 12, 2024
RAUM
$1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$972Mreported gross assets (Form ADV), not fund size
All private fund GAV
$972Mevery private fund type, latest filing
2024 PE fund GAV
$972Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
91%
Fund type mix
filed 2024-06-12, latest gav Private Equity Fund $972M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 10, Venture Capital Fund 1
Employees
14
Headquarters
Encinitas, CA
Office address
662 ENCINITAS BLVD, STE 250, Encinitas, CA, 92024
Business phone
760-652-6353
Stated criteria beside observed behaviour
13 observed deals
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
roles
unknown 13
period
to unknown, from unknown, undated holdings 13, dated observations 0
window
last unknown, first unknown
control
unknown 13
companies
13
geography
count 1, share 0.077, value CA, count 1, share 0.077, value CO
investments
13
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 1, share 0.077, value financial services, examples Cross River Bank, count 1, share 0.077, value software, examples CompanyCam
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.077, value financial services, examples Cross River Bank, count 1, share 0.077, value software, examples CompanyCam

13 companies on the graph (0 transactions); most in financial services (1); no dated observations

Funds
10 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••••••• I•• B• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$78.6M
as of Jun 12, 2024
no Form DUnknown
S••••••••• I•• a• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$36.6M
as of Jun 12, 2024
no Form DUnknown
S••••••••• P•••••• E••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2022
first reported on Form ADV
$408M
as of Jun 12, 2024
no Form DEarly deployment
S••••••••• I• E• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$32.1M
as of Jun 12, 2024
no Form DEarly deployment
S••••••••• S••••••••• A••••••••• F••• I• L•••
ADV: P•••••• Equity Fund
Secondaries fund2021
first reported on Form ADV
$19.3M
as of Jun 12, 2024
no Form DActive deployment
S••••••••• I• C• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$20.9M
as of Oct 30, 2020
no Form DWound down
S••••••••• R••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$6.5M
as of Oct 30, 2020
no Form DWound down
S• S••••••••• I• B• L••
ADV: P•••••• Equity Fund
Secondaries fund2019
first reported on Form ADV
$4.7M
as of Oct 30, 2020
no Form DWound down
S••••••••• S••••••••• F••• I• L•••
ADV: P•••••• Equity Fund
Secondaries fundunknown$398M
as of Jun 12, 2024
no Form DUnknown
S• S••••••••• I• a• L••
ADV: P•••••• Equity Fund
Secondaries fundunknown$27.4M
as of Oct 30, 2020
no Form DWound down
Team
23 current, 0 former
Associate (7)
Portfolio
13 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••• L•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••• R•••• B•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••••• A•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
i••••••••• • n•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L••••••• T•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••• A•Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••• H•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
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)
  • H••••• C•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2022
  • T••••• P•••••• C••••••• L•• 1 shared · one time · last Jan 1, 2019
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
5 most recent
  1. Sep 16, 2026
    S••••••••• Appoints B•••• A••••• as Managing Director, Head of Research
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 16, 2026
    S••••••••• Closes Oversubscribed Fund at $350 Million
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 31, 2026
    S••••••••• P•••••• E•••••: P•••••• Equity Funds on Form ADV 6 (2024 extract) -> 11 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  4. Jun 12, 2024
    Don't Quit lands partnership with iHeartMedia
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jul 17, 2018
    S••••••••• P•••••• E••••• first filed Form ADV in the extract (ERA)
    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••••••••• P•••••• E••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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