Private Equity Intelligence
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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S••••••• G•••• M•••••••••
s••••••• g•••• m••••••••• description
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 3 of 3 private equity vehicles are named credit
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 3 of 3 private equity vehicles are named credit
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 27, 2024
- RAUM
- $177Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $116Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $325Mevery private fund type, latest filing
- 2024 PE fund GAV
- $116Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 31%
- Fund type mix
- filed 2024-03-27, latest gav Hedge Fund $209M, Private Equity Fund $116M, latest counts Hedge Fund 6, Private Equity Fund 4, lifetime distinct Hedge Fund 9, Private Equity Fund 4
- Employees
- 6
- Headquarters
- Huntington, NY
- Office address
- 24 WEST CARVER STREET, 2ND FLOOR, Huntington, NY, 11743
- Business phone
- 212-687-9555
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••• C••••• O••••••••• O••••••• I••••••••• F••• I•• L••• ADV: Private Equity Fund | Credit fund | 2015 first reported on Form ADV | $47.1M as of Mar 27, 2024 | no Form D | Harvest | |
| S••••••• C••••• O••••••••• O••••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2015 first reported on Form ADV | $45.8M as of Mar 27, 2024 | no Form D | Harvest | |
| S••••••• C••••• O••••••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2015 first reported on Form ADV | $15.7M as of Mar 27, 2024 | no Form D | Harvest | |
| S••• I••••••••• M••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $7.2M as of Mar 27, 2024 | no Form D | Harvest |
- J•••••• A••••• S••••••• · Managing Member · since May 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• A••••• S••••••• · Managing Partner/Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• T• A••• · Senior Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A• S•••••••• · Senior Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• A••••• B••• · Chief Financial Officer · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• B••••• · Chief Compliance Officer · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- D••••• S• G••••••• · Chief Financial Officer And Chief Compliance Officer · Dec 1, 2016 to Feb 25, 2022 Inference
- S•••••• C•••• J••••• · Chief Compliance Officer, Chief Operating Officer And General Counsel · Jul 1, 2008 to Mar 28, 2018 Inference
- S••••• D••••• L•••• · Chief Financial Officer · Jan 1, 2012 to Mar 30, 2017 Inference
- Mar 23, 2026S••••••• G•••• M•••••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 11 (roster 2026-09-01)
- Feb 14, 2012S••••••• G•••• M••••••••• first filed Form ADV in the extract (IA)
S••••••• G•••• M••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
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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