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M•• C•••••• M••••••••• V• L••

Private credit managerClassification probableLower middle marketSEC exempt reporting adviser· Chicago, IL

••• Locked

PE fund assets
$394M
Form ADV
PE funds
4
Form ADV
Investments held
33 of 147
DFX transaction tape
Find similar buyersFunds and vehicles
More
Team (15)Transactions
As of · identity and classification; each section below carries its own date

What matters now

  1. +1
    fund on Form ADV

    Private equity funds on its Form ADV went from 3 to 4 (+1).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisPrivate credit manager · 2 in historyShow
Class
Private credit managerprobable, confidence 70%
Basis
4 of 4 private equity vehicles are named credit
Size band
Lower middle marketdefined by: proxy: $0.39bn Private Equity Fund GAV on the Form ADV filed 2026-04-30
Strategies
Private credit
Classification history (2)
  1. Sep 23, 2026
    Private credit manager (probable, 70%)
    4 of 4 private equity vehicles are named credit
  2. Sep 13, 2026
    Private credit manager (probable, 70%)
    3 of 3 private equity vehicles are named credit
Regulatory footprint (Form ADV)4 PE funds · filed Apr 30, 2026Show
Adviser type
Exempt reporting adviser
Form ADV filings
Dec 6, 2012 to Apr 30, 2026
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$394Mreported gross assets (Form ADV), not fund size
All private fund GAV
$394Mevery private fund type, latest filing
2024 PE fund GAV
$394Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 4 funds, $394M reported gross assets
Form ADV filed Apr 30, 2026
Employees
unknown
Headquarters
Chicago, IL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · 147 observed dealsShow
Stated by the firm
Sectors
not stated or not yet read
Geography
Midwest, United States
Revenue
not stated or not yet read
EBITDA
from $3.0M
Enterprise value
not stated or not yet read
Equity check
from $15.0M
Control
Control, minority
Thesis
••• Locked
Observed from deals on record
On record
147 companies, 147 holdings
Most deals
Industrial manufacturing (45 of 147, e.g. Threadwell and Transhield), industrial services (19 of 147), specialty distribution (13 of 147) and 5 more
Subsectors
Miscellaneous manufacturing (33 of 147), misc durable wholesale (12 of 147), HVAC plumbing mechanical (9 of 147), plastics rubber products (4 of 147) and 4 more
Deal roles
147 with role not stated
Control
147 not stated
Where
Ny (1 of 147), md (1 of 147), in (1 of 147), mn (1 of 147), il (1 of 147) and 2 more

147 companies on the graph (0 transactions); most in industrial manufacturing (45); no dated observations

Funds
3 families, 6 vehicles on record
View all 6 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M•••••• M•••••••• F••• V•• S•••• L•••Credit fund2024
Form D first sale
unknownno reporting$75.0MUnknown
M•••••• M•••••••• F••• V• S•••• L•
ADV: Private Equity Fund
Credit fund2019
first reported on Form ADV
$214M
as of Apr 30, 2026
no Form DUnknown
M•••••• M•••••••• F••• V• S•••• L•••Credit fund2018
Form D first sale
unknownno reportingno Form DUnknown
M•••••• M•••••••• F••• V• S•••• L•
ADV: Private Equity Fund
Credit fund2013
Form D first sale
$32.6M
as of Apr 30, 2026
no Form DHarvest
M•••••• M•••••••• F••• V• L•••
ADV: Private Equity Fund
Credit fund2012
Form D first sale
$5.1M
as of Apr 30, 2026
no Form DHarvest
M•••••• M•••••••• F••• V•• S•••• L•••
ADV: Private Equity Fund
Credit fundunknown$142M
as of Apr 30, 2026
no Form DUnknown
Team
13 current, 1 former
Full team · 13 peoplegrouped by role, with sources
Partner (3)
Principal (1)
Vice president (1)
Associate (2)
Business development (1)
Board or advisory (2)
Platform (1)
Other (2)
1 former (kept with end dates)
Deals
147 on record, newest first · 0 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
date unknownI••• L••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•• H••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH• S•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownB•••• C•••• I••••••••• S••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
All 147 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
date unknownI••• L••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•• H••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH• S•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownB•••• C•••• I••••••••• S••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••• M•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•• S•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•• I••••• M••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW•••••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••••••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM••••• S••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••• H•••••• • A••• L••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF••••••••• D••••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE• B•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP••••• I••••••••• L••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••• D••••• C••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••••• C•••• • S•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••• P••••• C••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR• S••••••••• I•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••• A••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•• T••••••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD•••••• E••••• S••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE•••• N••••••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••• M•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownH••••••• S•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR••••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•• • N•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••• D•••• • T•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••• D•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV•••• I••••••••• P••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownR••• L•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••• B••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT••••••••• P•••• S••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••••••• S••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•••••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••• P••••••• L••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownY••• T••• • L••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••• C••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••••• M•••••• S••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•• L•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••• T••••••••• V•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI••••••••• C••••••• D•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF•••••• A•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD• F••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE••••••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••• M••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••• L••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownJ••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownK•••••• A••• B•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••• R••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD•••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••• J••••• H•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownP•••••••• C••••••• • D•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM•••• S•••••• S••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM••••••• P•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC••••••••• E•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••• F•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW•••• C•• H••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF••••••• F•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO• C••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•••••••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••••• R•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•• E••••••••• P••••••• L••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••••• S••••• R•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownU•••••••• T••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA••••••••• W•••• H•••••• a•• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK• I••••••••• S•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT••••• B••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••••• T••••••• M•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••• I•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownO•••••••• M•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownV••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•••••• T•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••••• P•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•• E•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL•••••••• H•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownL••• A••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•••• S•••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownB•• W•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••• W••• B••••••• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•••••• P•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownJ•••• T•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownE••••••Portfolio relationshipRole unknownexitedunknownFact Firm website

Showing 100 of 147 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
  • E•••• F•••••••• C••••••••• L•• 4 shared · strong · last Jan 1, 2020
  • S••••••• P••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2014
  • C••••••• C•••••• P••••••• L•• 2 shared · recurring
  • B• R•••• F••• I••• 1 shared · one time · last Jan 1, 2020
  • B• R•••• S••••••••• I••• 1 shared · one time
LP commitments
0 LPs, 0 disclosed commitments
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
60 most recent
  1. Apr 30, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Dec 6, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
  3. seen Sep 17, 2026
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    Firm newsFactFirm website
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Full timeline · 60 eventsnewest first, including the LP commitments and deals above
  1. Apr 30, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Dec 6, 2012
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    First Form ADV filingFactForm ADV
  3. seen Sep 17, 2026
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Across the graphs

M•• C•••••• M••••••••• V• 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.

Checking your plan…

Not yet on record: regulatory AUM, deals, last 12 months.