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••••••• A•••• M••••••••• I•••

S••••••• A•••• M••••••••• I•••

Buyout firmLower middle marketMontreal, Quebecs•••••••.comSEC registered investment adviser

S••••••• is specialized in managing equities globally in the healthcare sector. Founded in October 2000, we are SEC-registered as an investment advisor. 100% employee-owned, we have offices in Montreal, Geneva, and Hong Kong.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 5 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-10-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Oct 28, 2024
RAUM
$580Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$244Mreported gross assets (Form ADV), not fund size
All private fund GAV
$244Mevery private fund type, latest filing
2024 PE fund GAV
$244Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
83%
Fund type mix
filed 2024-10-28, latest gav Private Equity Fund $244M, latest counts Private Equity Fund 3, lifetime distinct Other Private Fund 1, Private Equity Fund 5
Employees
25
Headquarters
Montreal, Quebec, Canada
Office address
1010 SHERBROOKE STREET, WEST, SUITE 1610, Montreal, Quebec, H3A 2R7
Business phone
514-849-8777
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
healthcare, life sciences
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

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

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
N•• E••••••• M•••••• O••••••••• F••• V• S•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$146M
as of Oct 28, 2024
no Form DUnknown
N•• E••••••• M•••••• O••••••••• F••• I• S•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$84.4M
as of Oct 28, 2024
no Form DSuccessor fundraising
N•• E••••••• M•••••• O••••••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$13.6M
as of Oct 28, 2024
no Form DHarvest
S••••••• E••••••• M•••••• H••••••••• F•••• L•••
ADV: Other Private Fund
SPV2016
first reported on Form ADV
$0
as of Mar 27, 2018
no Form DWound down
N••• I• •••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$32.8M
as of Mar 30, 2021
no Form DWound down
N•• E••••••• M•••••• O••••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$4.0M
as of Jan 8, 2016
no Form DWound down
Team
3 current, 12 former
12 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
10 relationships
Placement agents (10)
  • S•••• S••••• G••••• A••••••• L•••••• 2 shared · recurring · last Jan 1, 2014
  • B•••••• F••••• S• 1 shared · one time · last Jan 1, 2020
  • I•••• C•••••• 1 shared · one time · last Jan 1, 2014
  • A•• S•••• R••••••••• S• 1 shared · one time · last Jan 1, 2019
  • C••••••• D••••••••• a•• M•••••••• C••••••••• 1 shared · one time · last Jan 1, 2022
  • A•••••••• • C•• 1 shared · one time · last Jan 1, 2016
  • A•••• H••• P••••••• •••• K•••• L•••••• 1 shared · one time · last Jan 1, 2022
  • A•• A•••• S••••••• G••• 1 shared · one time · last Jan 1, 2019
  • S••••• L••• P•••••••• L•• 1 shared · one time · last Jan 1, 2022
  • A•••• a•• P•••••••• M••••••••• C•••••• I••• 1 shared · one time · last Jan 1, 2022
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 30, 2012
    S••••••• A•••• M••••••••• I••• first filed Form ADV in the extract (IA)
    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••••••• A•••• M••••••••• I••• is the same institution as 1 record in RIA and Wealth.

RIA 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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