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T• A•••••••••

Hybrid managerClassification probableunsizedSEC registered investment adviser· Boston, MA

••• Locked

Regulatory AUM
$55B
Form ADV
PE funds
0
Form ADV
Investments held
287 of 566
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (233)Transactions
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 6 Aug 2026: sold G••• c•• (6 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. 3 funds
    backed by one plan

    C••••••••• S•••• T•••••••• R••••••••• S••••• has backed 3 of its funds since 2010, $400M disclosed, and re-upped $300M into XV (reported 30 Jun 2025).

    A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.

    Factthe plan's own reportsFor LPs, placement agentsTop LPs →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 2 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
Private Equity Funds are 0 of 44 distinct vehicles; hedge, securitized or liquidity vehicles 44
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
  1. Sep 23, 2026
    Hybrid manager (probable, 65%)
    Private Equity Funds are 0 of 44 distinct vehicles; hedge, securitized or liquidity vehicles 44
  2. Sep 13, 2026
    Hybrid manager (probable, 65%)
    Private Equity Funds are 0 of 41 distinct vehicles; hedge, securitized or liquidity vehicles 41
Regulatory footprint (Form ADV)RAUM $55B · 0 PE funds · filed May 26, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Feb 14, 2012 to May 26, 2026
RAUM
$55Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$56Bevery 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
0%
Fund type mix
  • Hedge fund: 30 funds, $56B reported gross assets, 44 ever reported
Form ADV filed May 26, 2026
Employees
249
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 566 observed dealsShow
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
$150M to $600M
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
On record
566 companies, 566 holdings, 10 transactions
Period
2009 to 2025 (21 dated observations, 555 holdings undated)
Most deals
Software (23 of 566, e.g. Aptean and 2nd Story Software logo thumbnail), education (4 of 566), healthcare IT (3 of 566) and 5 more
Subsectors
Software (21 of 566), education (4 of 566), healthcare IT (3 of 566), media telecom (2 of 566) and 4 more
Deal roles
4 platforms, 1 minority stake, 561 with role not stated
Add-ons per platform
0 add-ons per platform
Control
3 control, 563 not stated
Where
Ne (1 of 566), az (1 of 566), ca (1 of 566), ks (1 of 566)
Bought from
1 sponsor, 1 unknown
By year
2017: 1 other deal; 2020: 1 add-on; 2021: 1 platform, 1 other deal; 2022: 1 other deal; 2024: 3 other deals; 2025: 2 other deals
Repeat counterparties
G•••• C•••••• (lender) on 2 deals

566 companies on the graph (10 transactions); most in software (23); 4 platforms and 0 add-ons; observed 2009 to 2025

Funds
32 families, 38 vehicles on record

27 smaller families are in the full list of vehicles.

View all 38 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T• I•••••••• 2•••• L•••buyout or unlabelled2023
Form D first sale
unknownno reporting$351MFundraising
T• M••• A••••••••• L•••buyout or unlabelled2020
Form D first sale
unknownno reporting$125MUnknown
T• I•••••••• S••••• O••••••••• L•••buyout or unlabelled2020
Form D first sale
unknownno reporting$254MFundraising
T• I•••••••• X•••• L•••buyout or unlabelled2019
Form D first sale
unknownno reporting$2.0BFundraising
T• I•••••••• X••• L•••buyout or unlabelled2016
Form D first sale
unknownno reporting$367MFundraising
T• I•••••••• I•• L•••buyout or unlabelled2013
Form D first sale
unknownno reporting$172MFundraising
T• X• L•••
ADV: Hedge Fund
buyout or unlabelled2009
Form D first sale
$456M
as of May 26, 2026
no Form DHarvest
T• S••••••••• D••• F••• I•• L•••
ADV: Hedge Fund
Credit fund2009
Form D first sale
$22.7M
as of May 26, 2026
no Form DHarvest
T• X• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$123M
as of Feb 1, 2021
no Form DWound down
T• S••••••••• D••• F••• I• L•••
ADV: Hedge Fund
Credit fundunknown$105M
as of Mar 31, 2021
no Form DHarvest
T• A••••••• a•• P•••••• V• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$93.0M
as of May 26, 2026
no Form DMature
T• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$80.4M
as of Mar 30, 2015
no Form DUnknown
T•••••••• V••• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$31.8M
as of May 15, 2013
no Form DWound down
T• A••••••• a•• P•••••• V• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$8.9M
as of Mar 30, 2018
no Form DWound down
T• I•••••••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$6.0M
as of May 26, 2026
no Form DHarvest
T• S••••••••• D••• F••• L•••
ADV: Hedge Fund
Credit fundunknown$4.4M
as of May 15, 2013
no Form DWound down
T• S•••••••• P••••••• F••• I• L•••
ADV: Hedge Fund
Continuation vehicleunknown$3.4M
as of Jan 9, 2023
no Form DWound down
T••••••••• a•• P•••••• I• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$2.7M
as of May 15, 2013
no Form DWound down
T• E••••••••• F••• L••
ADV: Hedge Fund
buyout or unlabelledunknown$2.5M
as of May 15, 2013
no Form DWound down
T• S•••••••• P••••••• F••• a• L•••
ADV: Hedge Fund
Continuation vehicleunknown$1.0M
as of Mar 30, 2015
no Form DUnknown
T• S•••••••• P••••••• F••• I••• L•••
ADV: Hedge Fund
Continuation vehicleunknown$859,157
as of Mar 31, 2017
no Form DWound down
T• S•••••••• P••••••• F••• B• L•••
ADV: Hedge Fund
Continuation vehicleunknown$376,289
as of Mar 30, 2015
no Form DUnknown
T• I•••••••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$118
as of Feb 1, 2021
no Form DWound down
T• S••••• O••••••••• F•••••• L•••Feeder or parallelunknownunknownno reportingno Form DLifecycle unknown
T• S••••• O••••••••• F••• I•••• L•••Feeder or parallelunknownunknownno reporting$0Unknown
T• X•••••• L•••Feeder or parallelunknownunknownno reportingno Form DLifecycle unknown
R•• A••••••••• L•••buyout or unlabelledunknownunknownno reporting$0Unknown
T• S••••• O••••••••• F•••••• L•••Feeder or parallelunknownunknownno reportingno Form DLifecycle unknown
T• D••• F••• V• L•••Credit fundunknownunknownno reporting$0Unknown
H• H•••••••• L•••buyout or unlabelledunknownunknownno reporting$0Unknown
T• S•• I• M•• F•••••• L•••Feeder or parallelunknownunknownno reportingno Form DLifecycle unknown
T• S•••••••• P••••••• F••• X•••• L•••Continuation vehicleunknownunknownno reportingno Form DLifecycle unknown
T• S•• I• M•• A••• L•••Feeder or parallelunknownunknownno reportingno Form DLifecycle unknown
T• S•••••••• P••••••• F••• X••• L•••Continuation vehicleunknownunknownno reporting$0Unknown
T• S••••• O••••••••• F••• I•••• L•••Feeder or parallelunknownunknownno reporting$0Unknown
T• X••••• L•••Feeder or parallelunknownunknownno reporting$0Unknown
T• X••••• L•••Feeder or parallelunknownunknownno reporting$0Unknown
T• I• A••••••••• L•••buyout or unlabelledunknownunknownno reporting$0Unknown
Team
216 current, 3 former
Full team · 216 peoplegrouped by role, with sources
Managing partner (1)
  • A••• N•••••••• · M••••••• D•••••••• C•••• E•••••••• O•••••• A•• C•••• O• T•• E•••••••• C•••••••• O• T• A••••••••• L••• · since Sep 1, 2024 Form ADV Firm website
Partner (25)
Principal (22)
Vice president (82)
Associate (20)

Showing 150 of 216 current members on this record. Private Equity Intelligence opens the rest of this record's rows.

3 former (kept with end dates)
Deals
404 on record, newest first · 4 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 6, 2026G••• c••Sponsor to sponsorSeller (confirmed)exited
exited Aug 6, 2026
unknownbaincapital.com
Dec 17, 2025P•••••••Majority investmentSponsor (confirmed)active
held 9 months
H•••• T••••• (confirmed)turnriver.com
Jul 17, 2025M•• T••••Debt financingSponsor (confirmed)active
held 1.2 years
unknowngolubcapital.com
Jul 17, 2024C•••••••• B•••••• A••••••••• • E••••• •••••• a•• N•••••••• S•••••••• d••••••••Carve-outSponsor (confirmed)active
held 2.2 years
unknowngolubcapital.com
Jan 10, 2024C••••••• S•••••••• I•••Growth investmentSponsor (confirmed)active
held 2.7 years
H••••• T• E••••••• (confirmed)csiweb.com
All 404 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 6, 2026G••• c••Sponsor to sponsorSeller (confirmed)exited
exited Aug 6, 2026
unknownbaincapital.com
Dec 17, 2025P•••••••Majority investmentSponsor (confirmed)active
held 9 months
H•••• T••••• (confirmed)turnriver.com
Jul 17, 2025M•• T••••Debt financingSponsor (confirmed)active
held 1.2 years
unknowngolubcapital.com
Jul 17, 2024C•••••••• B•••••• A••••••••• • E••••• •••••• a•• N•••••••• S•••••••• d••••••••Carve-outSponsor (confirmed)active
held 2.2 years
unknowngolubcapital.com
Jan 10, 2024C••••••• S•••••••• I•••Growth investmentSponsor (confirmed)active
held 2.7 years
H••••• T• E••••••• (confirmed)csiweb.com
Jan 10, 2024C••••••• S•••••••• I•••Growth investmentSponsor (confirmed)active
held 2.7 years
H••••• T• E••••••• (confirmed)csiweb.com
Oct 10, 2022A•••••Growth investmentSponsor (confirmed)active
held 4.0 years
H••••• E••••••• (confirmed)vistaequitypartners.com
Jul 14, 2022T• A•••••••••Platform acquisitionTarget (confirmed)not in the portfolio readunknownhgcapital.com
May 6, 2022T• A•••••••••Platform acquisitionTarget (confirmed)not in the portfolio readunknownvistaequitypartners.com
Nov 17, 2021R•••••••Minority investmentSeller (confirmed)not in the portfolio readunknownhgcapital.com
Nov 9, 2021I•••••••Growth investmentSponsor (confirmed)active
held 4.9 years
H•••• T••••• (confirmed)gipartners.com
Nov 1, 2021G• P•••••••Platform acquisitionSponsor (confirmed)active
held 4.9 years
R•• B•••• (confirmed)gipartners.com
Dec 1, 2020M•••••••••Add-on acquisitionCo-investor (confirmed)not in the portfolio readunknownsiris.com
Sep 1, 2017P••••••••Type not statedSponsor (confirmed)active
held 9.1 years
unknownrossercapitalpartners.com
Jan 1, 2016
year stated on the firm's page
T••••••••Portfolio relationshipMinorityexited
held 10.7 years
unknownFact Firm website
Sep 24, 2009
form d related person first sale
D••••• T•••Portfolio relationshipRole unknownactive
held 17.0 years
unknownFact DFX cross-reference
date unknownA•• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA•••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknowne••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE••••• P••••••• G•••• L••• I•••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF•••••• A•••••••• P•••••• L•••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••• L••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••• l••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownB•••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••••• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknown2•• S•••• S••••••• l••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•• M•••••• C••••••• F••••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown1••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••• G••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknown2•• S•••• S••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••• K•••••• L••• I•••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownH•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI•• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownA•••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknowni••••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownD•••••••• C•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown2•• S•••• S•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE••••• G••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI•••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownG•••• T•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA•••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI•••• C•••• L••• I•••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI•• M•••••• G•••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownI•••• C•••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknowne•••••• L••• I•••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••• a•• C••• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownF•••• E••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••••• R••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG•••Portfolio relationshipRole unknownactiveunknownFact Press release
date unknownF••••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownD••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownF•••• E•••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownH•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownE••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA•••••• L••• t•••••••• I••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownE•••• T••• S••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••• H••••••• L••• I•••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown8•• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI•• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownI•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••• I••••••••• P•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••••• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownG•••• T••••••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••• G•••• L••• T••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownC•••••• H••••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••• H••••••• L••• I•••• T••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•• T••••••••• T••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••• L••• I•••• t••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG••• C•• L••• I•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownA••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA•••••• E••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknowni•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF••••••• T••••••••• l••• i•••• t••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownE•••••• G••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference

Showing 100 of 404 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
12 relationships
Placement agents (1)
  • U•• S••••••••• L•• 7 shared · very strong · last May 26, 2021
Lenders (1)
  • G•••• C•••••• 2 shared · recurring · last Jul 17, 2025
Financial advisers (6)
  • H••••••• L•••• 1 shared · one time · last Dec 17, 2025
  • D••••••• B••• 1 shared · one time · last Dec 17, 2025
  • P•••• S•••••• L••• 1 shared · one time · last Sep 1, 2017
  • G•••••• S•••• 1 shared · one time · last Nov 1, 2021
  • L••••• 1 shared · one time · last Nov 9, 2021
  • R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Nov 1, 2021
Legal advisers (3)
  • R•••• • G••• L•• 1 shared · one time · last Nov 1, 2021
  • K••••••• • E•••• L•• 1 shared · one time · last Dec 17, 2025
  • G•••••• P•••••• 1 shared · one time · last Nov 1, 2021
Co-investors (1)
LP commitments
5 LPs, 15 disclosed commitments
  • N•• Y••• S•••• C••••• R••••••••• F•••
    4 commitments to 1 fund · $730M disclosed
    2025-03-31
  • C••••••••• S•••• T•••••••• R••••••••• S•••••
    3 commitments to 2 funds · $400M disclosed
    2025-06-30
  • W••••••••• S•••• I••••••••• B••••
    2 commitments to 2 funds · $165M disclosed
  • A••••• P•••••••• F••• C•••••••••
    2 commitments to 1 fund · $100M disclosed
    2025-12-31
  • L•• A•••••• C••• E••••••••• R••••••••• S•••••
    2 commitments to 1 fund · $6.2M disclosed, 1 undisclosed
All 15 commitmentsgrouped by LP, largest first
N•• Y••• S•••• C••••• R••••••••• F••• $730M disclosed
C••••••••• S•••• T•••••••• R••••••••• S••••• $400M disclosed
W••••••••• S•••• I••••••••• B•••• $165M disclosed
A••••• P•••••••• F••• C••••••••• $100M disclosed
L•• A•••••• C••• E••••••••• R••••••••• S••••• $6.2M disclosed
Events
3 not already shown above, of 18 most recent
  1. Jul 14, 2022
    ••• Locked
    Transaction announcedFactH• a•• S••Press release
  2. May 6, 2022
  3. Feb 14, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Full timeline · 18 eventsnewest first, including the LP commitments and deals above
  1. Aug 6, 2026
    ••• Locked
    ExitFactG••• c••Press release
  2. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactA••••• P•••••••• F••• C•••••••••Pension disclosure
  3. Dec 17, 2025
    ••• Locked
    Platform investmentFactP•••••••Press release
  4. Jun 30, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Pension disclosure
  5. Mar 31, 2025
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  6. Jul 17, 2024
  7. Jan 10, 2024
  8. Jan 10, 2024
  9. Oct 10, 2022
    ••• Locked
    Growth investmentFactA•••••Press release
  10. Jul 14, 2022
    ••• Locked
    Transaction announcedFactH• a•• S••Press release
  11. May 6, 2022
  12. Nov 9, 2021
    ••• Locked
    Growth investmentFactI•••••••Press release
  13. Nov 1, 2021
    ••• Locked
    Platform investmentFactG• P•••••••Press release
  14. May 3, 2019
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  15. Sep 1, 2017
    ••• Locked
    Platform investmentFactP••••••••Press release
  16. Feb 19, 2016
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  17. Jan 5, 2016
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  18. Feb 14, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

T• A••••••••• is the same institution as 4 records in Venture Capital, RIA and Wealth, Allocators and Private Credit.

Venture Capital1RIA 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.

Checking your plan…

Not yet on record: PE fund assets.