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E••••••••• E••••• C•••••• A•••••••• L••

InfrastructureClassification probableLower middle marketSEC exempt reporting adviser· Wayzata, MNe•••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$85.3M
Form ADV
PE funds
4
Form ADV
Investments held
0 of 20
DFX transaction tape
Deals, last 12 months
Not established
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisInfrastructure · 2 in historyShow
Class
Infrastructureprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
INFRASTRUCTURE, PRIVATE CREDIT
Classification history (2)
  1. Sep 18, 2026
    Infrastructure (probable, 80%, cls-pe-2)
    own website statement
    ••• Locked
    e•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 14 of 14 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
Dec 2, 2013 to Mar 26, 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
$85.3Mreported gross assets (Form ADV), not fund size
All private fund GAV
$75.2Mevery private fund type, latest filing
2024 PE fund GAV
$85.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $85.3M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 14
Employees
unknown
Headquarters
Wayzata, MN
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
20 observed deals
Stated by the firm
Sectors
manufacturing, energy, infrastructure, technology, building products, industrials, transportation logistics
Geography
Global, Europe, Asia
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 20
period
to unknown, from unknown, undated holdings 20, dated observations 0
window
last unknown, first unknown
control
unknown 20
companies
20
geography
investments
20
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
10
disclosed value usd
n 0
sector distribution
count 10, share 0.5, value energy, examples Pacific Solar, Sighten Solar, Mahagenco Solar, Telengana Solar Portfolio
holding period years
n 0
repeat counterparties
subsector distribution
count 10, share 0.5, value energy, examples Pacific Solar, Sighten Solar, Mahagenco Solar, Telengana Solar Portfolio

20 companies on the graph (0 transactions); most in energy (10); no dated observations

Funds
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E• N•• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$11.4M
as of Jun 26, 2023
no Form DWound down
D• S•••• P••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$161,000
as of Jul 29, 2021
no Form DHarvest
E••••••••• S•••• I••••••••• F••• I• ••••••• L•
ADV: Private Equity Fund
Infrastructure fund2016
first reported on Form ADV
$42.4M
as of Mar 29, 2024
no Form DUnknown
E••••••••• O••••••••• F••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$37.0M
as of Jul 21, 2016
no Form DWound down
E•• Y•••• 1• L••
ADV: Private Equity Fund
Credit fund2016
first reported on Form ADV
$4.8M
as of Oct 17, 2019
no Form DWound down
E••••••••• S•••• I••••••••• F••• •••• I• I••••••• L•
ADV: Private Equity Fund
Infrastructure fund2016
first reported on Form ADV
$0
as of Mar 29, 2024
no Form DHarvest
E••••••••• P••••••• O••••••••• F••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$0
as of Nov 30, 2018
no Form DWound down
E••••••••• S•••• I••••••••• F••• I• ••••••••• L•
ADV: Private Equity Fund
Infrastructure fund2016
first reported on Form ADV
$0
as of Mar 29, 2024
no Form DHarvest
E••• 3• L••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$2.0M
as of Dec 18, 2015
no Form DWound down
E• N••• L••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$88,000
as of Oct 17, 2019
no Form DWound down
E••••••••• O••••••••• F••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$22.2M
as of Dec 18, 2015
no Form DWound down
F•••• d• I•••••••• P•••••• H•••••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$5.6M
as of Jul 29, 2021
no Form DHarvest
E• N•• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.8M
as of Jul 29, 2021
no Form DHarvest
E••••••••• S•••• I••••••••• F••• I• L•
ADV: Private Equity Fund
Infrastructure fundunknown$42.9M
as of Mar 29, 2024
no Form DUnknown
Team
2 current, 3 former
3 former (kept with end dates)
Portfolio
20 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• G•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••• R•••••• P••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• E•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• E•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••• E••••• Y••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••• D••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• E••••• Y••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• S••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• I• • I• S•••• P••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••• S•••• P••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••• G•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••• P••••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
3 relationships
Placement agents (3)
  • B•• S••••• N••••••• L•• 5 shared · very strong · last Jan 1, 2016
  • C••••• T••• • A••••••••• L•• 1 shared · one time · last Jan 1, 2013
  • T•• C•••••••• A••••••• L•••••• 1 shared · one time · last Jan 1, 2015
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
1 most recent
Across the graphs

E••••••••• E••••• C•••••• A•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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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