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L•• H•••••• C•••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYl•••••••••.com

••• Locked

Regulatory AUM
$200M
Form ADV
PE fund assets
$303M
Form ADV
PE funds
2
Form ADV
Investments held
6 of 6
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (4)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 · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-03-22
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 1, 2015 to Mar 30, 2026
RAUM
$200Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$303Mreported gross assets (Form ADV), not fund size
All private fund GAV
$200Mevery private fund type, latest filing
2024 PE fund GAV
$303Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-22, latest gav Private Equity Fund $303M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
5
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
6 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
add on 3, unknown 2, platform 1
period
to 2022-03-09, from 2021-08-04, undated holdings 3, dated observations 6
window
last 2022-03-09, first 2021-08-04
control
control 3, unknown 3
companies
6
geography
count 1, share 0.167, value FL, count 1, share 0.167, value CT
investments
6
seller kinds
transactions
3
cadence by year
2021 add ons 2, 2022 add ons 1
platform add on
add ons 3, platforms 1, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

6 companies on the graph (3 transactions); 1 platforms and 3 add-ons; observed 2021 to 2022

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L••••••••• I••••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$34.8M
as of Mar 22, 2024
no Form DHarvest
L••••••••• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$269M
as of Mar 22, 2024
no Form DHarvest
Team
4 current, 1 former
1 former (kept with end dates)
Portfolio
6 relationships, 1 platforms, 3 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
D•••• I•••
add-on to L•• S•••••••••
Add-onactiveMar 9, 2022
transaction announcement
4.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••••• I•••
add-on to L•• S•••••••••
Add-onactiveAug 4, 2021
transaction announcement
5.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••• C••••••• S•••••••
add-on to L•• S•••••••••
Add-onactiveAug 4, 2021
transaction announcement
5.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
L•• S••••••••• L••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L•• S•••••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• H•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Mar 9, 2022Add-on acquisitionD•••• I•••Sponsor (derived)lbb-industries.com
Aug 4, 2021Add-on acquisitionC••••• C••••••• S•••••••Sponsor (derived)lbb-industries.com
Aug 4, 2021Add-on acquisitionC••••••••• I•••Sponsor (derived)lbb-industries.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • S••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2017
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
18 most recent
  1. Jan 13, 2023
  2. Aug 30, 2022
  3. Aug 30, 2022
  4. Aug 30, 2022
  5. Aug 4, 2021
  6. Aug 4, 2021
  7. Aug 4, 2021
  8. Aug 4, 2021
  9. Mar 13, 2020
  10. Mar 13, 2020
  11. Oct 1, 2019
  12. Oct 1, 2019
  13. Oct 1, 2019
  14. Aug 14, 2018
  15. Aug 14, 2018
  16. Aug 9, 2017
  17. Jan 4, 2016
  18. Dec 1, 2015
Across the graphs

L•• H•••••• C•••••• 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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