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C•••••• W•••••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· USc•••••••••.com

••• Locked

Regulatory AUM
$632M
Form ADV
PE fund assets
$7.2M
Form ADV
PE funds
1
Form ADV
Investments held
0 of 4
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (20)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 firmprobable, confidence 65%
Basis
R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 30, 2017 to Oct 29, 2024
RAUM
$632Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$7.2Mreported gross assets (Form ADV), not fund size
All private fund GAV
$7.2Mevery private fund type, latest filing
2024 PE fund GAV
$7.2Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-10-29, latest gav Private Equity Fund $7.2M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
18
Business phone
••• Locked
Stated criteria beside observed behaviour
4 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
••• Locked
Observed from deals on record
roles
unknown 4
period
to unknown, from unknown, undated holdings 4, dated observations 0
window
last unknown, first unknown
control
unknown 4
companies
4
geography
investments
4
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, 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

4 companies on the graph (0 transactions); no dated observations

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• A•••• F•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$7.2M
as of Oct 29, 2024
no Form DUnknown
Team
20 current, 0 former
Investor relations (1)
Platform (6)
Other (7)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
•••••••• L••••• A••••••••• A•••• T••••••••• w••• M•• K••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•• t• S•••••• L•••• C••••••••• W••• Y••• F••••••••• S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U• c•••••••• u•• e•••••••• d••• f•• e••••• e•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• S•••••••• 2•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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. Aug 19, 2026
    Advisors Reveal Their Favorite Sectors and Managers Among Impact Investments Now
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Oct 30, 2017
    C•••••• W••••• 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

C•••••• W••••• 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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