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• E••••• P••••••• M••••••••• L••

S• E••••• P••••••• M••••••••• L••

Buyout firmLower middle marketSan Francisco, CAs•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.63bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Mar 29, 2024
RAUM
$617Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$628Mreported gross assets (Form ADV), not fund size
All private fund GAV
$628Mevery private fund type, latest filing
2024 PE fund GAV
$628Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $628M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 13
Employees
7
Headquarters
San Francisco, CA
Office address
50 CALIFORNIA STREET, SUITE 1320, San Francisco, CA, 94111
Business phone
415-738-1200
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
consumer, manufacturing, food beverage
Geography
not stated or not yet read
Revenue
from $100M
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority,minority
Thesis
San Francisco Equity Partners is a private equity firm that invests in lower middle market businesses across the consumer sector value chain.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S• E••••• P••••••• C••••••• D••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$24.5M
as of Mar 29, 2024
no Form DUnknown
S• E••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$113M
as of Mar 29, 2024
no Form DEarly deployment
S• E••••• P••••••• C••••••• R•• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$24.3M
as of Mar 29, 2024
no Form DEarly deployment
S• E••••• P•••••••• L•
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$396M
as of Mar 29, 2024
no Form DActive deployment
B• H•••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$30.1M
as of Mar 29, 2024
no Form DActive deployment
S• E••••• P••••••• C••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$28.4M
as of Mar 29, 2024
no Form DActive deployment
S••• G••• L•
ADV: Private Equity Fund
Fund of funds2019
first reported on Form ADV
$11.0M
as of Mar 29, 2024
no Form DActive deployment
R•• H•••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$571,219
as of Jan 10, 2023
no Form DWound down
Y• H•••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$4,429
as of Jan 10, 2023
no Form DWound down
J••••••••• H•••••• P•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$3,959
as of Jan 10, 2023
no Form DWound down
S•• F•••••••• E••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fundunknown$740,041
as of Apr 28, 2023
no Form DWound down
S•• F•••••••• E••••• P••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$35,741
as of Apr 28, 2023
no Form DWound down
S•• F•••••••• E••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fundunknown$21,326
as of Apr 28, 2023
no Form DWound down
Team
2 current, 2 former
2 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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••••• W••••••• 1 shared · one time · last Jan 1, 2024
  • S••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2023
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
1 most recent
  1. Mar 28, 2012
    S• E••••• P••••••• M••••••••• L•• 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• E••••• P••••••• M••••••••• L•• 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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