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 / A••••••• H•••••••• L••

A••••••• H•••••••• L••

Buyout firmLower middle marketBryn Mawr, PAa•••••••••.comSEC exempt reporting adviser

A••••••• Holdings is a specialty private financing investor serving the Philadelphia PA area's successful entrepreneurs and CEOS.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 10 of 15 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: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-06-10
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 15 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Mar 31, 2012 to Jun 10, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$3.6Mreported gross assets (Form ADV), not fund size
All private fund GAV
$84.6Mevery private fund type, latest filing
2024 PE fund GAV
$3.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
67%
Fund type mix
filed 2024-06-10, latest gav Real Estate Fund $60.2M, Other Private Fund $20.8M, Private Equity Fund $3.6M, latest counts Real Estate Fund 2, Other Private Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Real Estate Fund 2, Other Private Fund 1, Private Equity Fund 10
Employees
unknown
Headquarters
Bryn Mawr, PA
Office address
40 MORRIS AVENUE, SUITE 230, Bryn Mawr, PA, 19010
Business phone
610-518-4903
Stated criteria beside observed behaviour
no observed deals yet
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
We invest on behalf of a successful entrepreneur and a network of similarly positioned peers who seek to invest in unique situations in private markets.
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
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• X• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$3.6M
as of Jun 10, 2024
no Form DEarly deployment
A••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$4.8M
as of Mar 29, 2023
no Form DWound down
A••••••• V•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$6.8M
as of Mar 22, 2022
no Form DWound down
A••••••• V••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$15.6M
as of Mar 31, 2021
no Form DWound down
S•• F••••••• L•••
ADV: Other Private Fund
SPV2017
first reported on Form ADV
$20.8M
as of Jun 10, 2024
no Form DUnknown
A••••••• 2•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2015
year in the fund name
$8.2M
as of Mar 6, 2020
no Form DWound down
A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2014
year in the fund name
$3.4M
as of Mar 29, 2019
no Form DWound down
A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2013
year in the fund name
$5.2M
as of Mar 30, 2018
no Form DWound down
A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2012
year in the fund name
$3.0M
as of Mar 22, 2017
no Form DWound down
A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2011
year in the fund name
$7.5M
as of Mar 30, 2015
no Form DWound down
A••••••• 2•••• L•••
ADV: Private Equity Fund
Fund of funds2010
year in the fund name
$12.1M
as of Mar 30, 2015
no Form DWound down
Team
5 current, 0 former
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)
  • P••••••• C•••••• A•••••••• L•• 3 shared · strong · last Jan 1, 2022
  • T•• S••••••••• I••• 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
2 most recent
  1. Mar 31, 2026
    A••••••• H•••••••• L••: Private Equity Funds on Form ADV 1 (2024 extract) -> 2 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 31, 2012
    A••••••• H•••••••• 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

A••••••• H•••••••• L•• is the same institution as 2 records in Independent Sponsors and Real Estate Funds.

Independent Sponsors1Real Estate Funds1

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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