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 / P•••••• C••••• M••••••••• L••

P•••••• C••••• M••••••••• L••

Private credit manager · probableLower middle marketNew York, NYp••••••.comSEC registered investment adviser
Classification
Class
Private credit managerprobable, confidence 70%
Basis
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band
Lower middle marketdefined by: proxy: $0.51bn Private Equity Fund GAV on the Form ADV filed 2024-10-16
Strategies
PRIVATE CREDIT
Classification history (2)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-2)
    R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
  2. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 3 of 26 distinct vehicles; hedge, securitized or liquidity vehicles 23
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 15, 2012 to Oct 16, 2024
RAUM
$3.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$506Mreported gross assets (Form ADV), not fund size
All private fund GAV
$3.4Bevery private fund type, latest filing
2024 PE fund GAV
$506Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
12%
Fund type mix
filed 2024-10-16, latest gav Hedge Fund $434M, Private Equity Fund $506M, Securitized Asset Fund $2.4B, latest counts Hedge Fund 4, Private Equity Fund 2, Securitized Asset Fund 7, lifetime distinct Hedge Fund 8, Private Equity Fund 3, Securitized Asset Fund 15
Employees
96
Headquarters
New York, NY
Office address
60 COLUMBUS CIRCLE, 19TH FLOOR, New York, NY, 10023
Business phone
704-628-4100
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
Geography
United States
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 focus on opportunities with untapped potential, collaborate to scale them responsibly, and remain deeply committed to the communities in which we operate.
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••• L•••• O••••••••• M••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$319M
as of Oct 16, 2024
no Form DEarly deployment
P•••••• A••••••••• L••• F•••••• L••
ADV: Private Equity Fund
Credit fund2022
first reported on Form ADV
$187M
as of Oct 16, 2024
no Form DUnknown
L••••• P••••••• S•••••• S••••••••• O••••••••• M••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$13.2M
as of Sep 19, 2023
no Form DWound down
Team
224 current, 9 former
Managing partner (12)
Partner (42)
Principal (18)
Vice president (27)
Associate (12)
Business development (25)
Capital markets (9)
Platform (72)
9 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
3 relationships
Placement agents (3)
  • O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2020
  • F•••••• P••••••• U•• L•• 1 shared · one time · last Jan 1, 2020
  • U•• F•••••••• S••••••• I••• 1 shared · one time · last Jan 1, 2024
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
4 most recent
  1. Jun 8, 2026
    First Walker & Dunlop Affordable Bridge Capital Transaction with P•••••• Closes
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. May 7, 2026
    P•••••• C••••• M••••••••• L••: Private Equity Funds on Form ADV 2 (2024 extract) -> 1 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Apr 6, 2026
    G••••• D•••••• Joins P•••••• as Managing Director to Support Institutional Capital Raising
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Feb 15, 2012
    P•••••• C••••• M••••••••• L•• 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

P•••••• C••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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