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.

Firms / Endicott Capital

Endicott Capital

Buyout firmLower middle marketNew York, NYendicottgp.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.25bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2023 to Mar 27, 2024
RAUM
$421Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$249Mreported gross assets (Form ADV), not fund size
All private fund GAV
$249Mevery private fund type, latest filing
2024 PE fund GAV
$249Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-27, latest gav Private Equity Fund $249M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
13
Headquarters
New York, NY
Office address
540 MADISON AVENUE, SUITE 20A, New York, NY, 10022
Business phone
212-450-8070
Stated criteria beside observed behaviour
1 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
not stated or not yet read
Observed from deals on record
roles
period
to 2023-11-06, from 2023-11-06, undated holdings 0, dated observations 1
window
last 2023-11-06, first 2023-11-06
control
companies
1
geography
investments
0
seller kinds
transactions
1
cadence by year
2023 add ons 1
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value media telecom, examples Kantar Group’s Vivvix
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value media telecom, examples Kantar Group’s Vivvix

1 companies on the graph (1 transactions); most in media telecom (1); observed 2023 to 2023

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Endicott Growth Equity Partners, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$107M
as of Mar 27, 2024
no Form DEarly deployment
Endicott Capital II, L.P.
ADV: Private Equity Fund
buyout or unlabelledunknown$86.6M
as of Mar 27, 2024
no Form DEarly deployment
Egep Co-Invest II, L.P.
ADV: Private Equity Fund
Co-investment vehicleunknown$54.9M
as of Mar 27, 2024
no Form DUnknown
Team
17 current, 0 former
Vice president (1)
Platform (3)
Portfolio
72 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
1st United Bancorp, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
3E CompanyRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
American Business BankRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
American Chartered Bancorp, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
AmerisafeRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Anchor BanCorp Wisconsin, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
aosphereRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Avenue Financial Holdings, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
BancTec USA, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Bank LeumiRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Bankwell Financial Group, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
BCSB Bancorp, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Bedminster, NJRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
BNamericasRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Boston Private Financial Holdings, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Bridge Capital HoldingsRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
calprivate.bankRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Carolina Bank Holdings, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
CFRARole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
CNB Financial CorporationRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Codorus Valley Bancorp, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Community & Southern Holdings, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Community Bancshares, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Community National BankRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
DatassentialRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Enterprise Financial Services CorpRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Esquire Financial Holdings, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
First CapitalRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
First Foundation Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
First Merchants Corp.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
First NBC Bank Holding CompanyRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Florida Bank Group, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
GovSpendRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Heritage Oaks BancorpRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Illini CorporationRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Katahdin Bankshares CorporationRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
MantlRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
MediaRadarRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Metropolitan Bank Holding Corp.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
MSB Capital CorporationRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
NewBridge BancorpRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Northwest BankRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Park Cities Financial Group, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Presidio BankRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Provident Financial Holdings, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
QCR Holdings, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Radius BankRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Real Capital Analytics, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Reliance Bancshares, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Reorg Research, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
RetailStatRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Santa Ana, CARole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
SBM Financial, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
SJB Escrow CorporationRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Southern Missouri Bancorp, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Specialty Underwriters' Alliance, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Square 1 Financial, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
State Bancorp, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
State Bank Financial CorporationRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Sterling BancorpRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Stonegate BankRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Territorial Bancorp Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
TGR Financial Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
The Bancorp, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Tidelands Bancshares, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
TriState Capital Holdings, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
United America Indemnity Group, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Unity Bancorp, Inc.Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
US Century BankRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Washington Banking CompanyRole unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
WashingtonFirst Bankshares, Inc.Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Wichita, KSRole unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Nov 6, 2023Add-on acquisitionKantar Group’s VivvixCo-investor (confirmed)tscp.com
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
  • TGP Securities, Inc. 3 shared · strong · last Jan 1, 2023
  • Castle Hill Capital Partners, Inc. 1 shared · one time · last Jan 1, 2023
  • R5 Capital, Ltd. 1 shared · one time · last Jan 1, 2023
  • Hollister Associates, LLC 1 shared · one time · last Jan 1, 2024
  • Profor Advisors 1 shared · one time · last Jan 1, 2021
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
19 most recent
  1. Sep 17, 2026
    3E Acquires Yordas Group: Expanding Leadership in Product Compliance by Augmenting 3E’s Global Regulatory Content and Expertise, and Adding REACH Registration Services
  2. Sep 17, 2026
    Alkami to Acquire MANTL to Expand Account Opening Capabilities
  3. Sep 17, 2026
    BNamericas begins leadership transition; Juan Gamboa promoted to CEO
  4. Sep 17, 2026
    Datassential Announces Growth Investment from New Mountain Capital
  5. Sep 17, 2026
    aosphere acquires BRP Bizzozero & Partners
  6. Sep 17, 2026
    3E Acquires Workplace Safety Provider, Quick-FDS
  7. Sep 17, 2026
    3E Acquires ChemChain, Bolstering its Supply Chain & Sustainability Offering
  8. Sep 17, 2026
    3E Acquires Global Regulatory Monitoring Platform, Chemycal
  9. Sep 17, 2026
    3E Announces Intention to Acquire Quick-FDS
  10. Sep 17, 2026
    First Foundation Inc. to Acquire TGR Financial, Inc. and Its Bank Subsidiary, First Florida Integrity Bank
  11. Sep 17, 2026
    LendingClub Closes Acquisition of Radius Bancorp
  12. Sep 17, 2026
    LendingClub Announces Acquisition of Radius Bank, an Endicott Portfolio Company
  13. Sep 17, 2026
    People’s United Financial, Inc. to Acquire Danvers Bancorp
  14. Sep 17, 2026
    Florida Bank Group, Inc. Successfully Completes $33 Million Private Placement
  15. Sep 17, 2026
    Metropolitan Bank Holding Corp. Closes Capital Raise That is Oversubscribed by 14.7%; Endicott Management Company Joins Shareholders as First Institutional Investor
  16. Sep 17, 2026
    Bank Leumi Announces Agreement for Strategic Investment Into Bank Leumi USA, Setting the Latter’s Value Just Under 1 Billion USD
  17. Sep 19, 2024
    Matt Krepsik Appointed CEO of MediaRadar to Lead Next Phase of Company Growth
  18. Mar 30, 2023
    Endicott Capital first filed Form ADV in the extract (IA)
  19. Dec 20, 2016
    Equity Bancshares, Inc. Completes $35 Million Private Placement of Common Stock
Across the graphs

Endicott Capital 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.

Checking your plan…