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P•• E••••• L•••••
••• Locked
- Regulatory AUM
- $30B
- PE fund assets
- $30B
- PE funds
- 56
- Investments held
- 4 of 4
- Deals, last 12 months
- 0
What matters now
- 5 fundsbacked by one plan
C••••••••• P••••• E••••••••• R••••••••• S••••• has backed 5 of its funds since 2021, $914M disclosed, and re-upped $250M into P•• V•.
A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.
- +14funds on Form ADV
Private equity funds on its Form ADV went from 42 to 56 (+14).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 56 of 56 distinct vehicles are sworn Private Equity Funds; 56 reported gross assets on a filing in 2022 or later
- Size band
- Large capdefined by: proxy: $30.18bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
- Strategies
- Growth equity
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)56 of 56 distinct vehicles are sworn Private Equity Funds; 56 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Growth equity (probable, 70%)10 of 19 private equity vehicles are named growth
Regulatory footprint (Form ADV)RAUM $30B · 56 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 16, 2020 to Mar 30, 2026
- RAUM
- $30Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 56
- PE fund GAV, latest filing
- $30Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $30Bevery private fund type, latest filing
- 2024 PE fund GAV
- $30Bsum 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: 56 funds, $30B reported gross assets
- Employees
- 269
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 3 observed dealsShowHide
- Sectors
- Software, technology
- 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
- ••• Locked
- On record
- 3 companies, 4 holdings, 2 transactions
- Period
- 2024 to 2026 (6 dated observations)
- Most deals
- Software (1 of 3, e.g. Corilus)
- Subsectors
- Software (1 of 3)
- Deal roles
- 2 minority stakes, 2 with role not stated
- Control
- 2 minority, 2 not stated
- By year
- 2024: 2 other deals
3 companies on the graph (2 transactions); most in software (1); observed 2024 to 2026
P•• S••••• L••• · 2 vehicles · vintage 2025$2.2B
- P•• S••••••• L••• Feeder or parallel$2.0B
- P•• S••••• L••• buyout or unlabelled$153M
P•• V• L••• · 2 vehicles · vintage 2023$7.4B
- P•• V• L••• buyout or unlabelled · 2023$3.7B
- P•• V• •••• S•••••• buyout or unlabelled · 2023$3.7B
P•• V• L••• · 2 vehicles · vintage 2022$6.1B
- P•• V• L••• buyout or unlabelled · 2022$3.0B
- P•• V•• L••• Feeder or parallel · 2022$3.0B
P•• E••••• I• L••• · 3 vehicles · vintage 2022$3.9B
- P•• E••••• I• L••• buyout or unlabelled · 2022$3.2B
- P•• E••••• •••• I• S•••••• buyout or unlabelled · 2022$578M
- P•• E••••• •••••• I• S•••••• Feeder or parallel · 2023$72.6M
P•• E••••• L••• · 2 vehicles · vintage 2022$1.6B
- P•• E••••••• L••• Feeder or parallel · 2022$892M
- P•• E••••• L••• buyout or unlabelled · 2022$661M
Co-investment vehicles · 32 vehicles · vintage 2022$1.8B
- G••••••• C•••••••• L••• Co-investment vehicle · 2022$378M
- P•• C•••••••• C• L••• Co-investment vehicle · 2022$191M
- P••••• C••••••••• Co-investment vehicle$125M
- P•• F••••••• C•••••••• L••• Co-investment vehicle · 2023$106M
- P•• C•••••••• A• L••• Co-investment vehicle$89.2M
- P•• G••••••••• B••••• I• C•••••••• L••• Co-investment vehicle · 2022$86.6M
- P•• S••••• C•••••••• I• L••• Co-investment vehicle$83.4M
- P•• V•••• C•••••••• I• L••• Co-investment vehicle · 2023$82.6M
- P•• N•••••• C•••••••• I• L••• Co-investment vehicle$71.3M
- P•• H••• C•••••••• S•••••• Co-investment vehicle · 2024$65.9M
- P•• S••• C•••••••• L••• Co-investment vehicle · 2023$62.9M
- P•• C•••••••• a• L••• Co-investment vehicle$56.6M
- P•• C•••••••• C• L••• Co-investment vehicle$54.4M
- P••••• C•••••••• L••• Co-investment vehicle$52.8M
- P•• M••••• C•••••••• L••• Co-investment vehicle · 2022$43.4M
- P•• S••••• C•••••••• I••• L••• Co-investment vehicle$43.2M
- P•• C•••• C•••••••• S•••••• Co-investment vehicle$38.2M
- P•• L• C••••••••• I• L••• Co-investment vehicle$34.2M
- P•• E••••• C•••••••• J• L••• Co-investment vehicle · 2022$32.7M
- P•• Y••••• C•••••••• L••• Co-investment vehicle · 2023$27.4M
- P••••••••• S•••••••• G••••• D• C•••••••• L••• Co-investment vehicle · 2022$24.3M
- N•••••• C•••••••• S••••••• Co-investment vehicle · 2022$15.5M
- P•• S••••••••• C••••••••• L••• Co-investment vehicle · 2022$12.7M
- P•• S••••• C•••••••• E••••• I• L••• Co-investment vehicle$8.6M
- S••••••••• C•••••••• S••• Co-investment vehicle · 2022$7.7M
- P•• S••••• C•••••••• I•• L••• Co-investment vehicle$6.6M
- P•• P••••••• C•••••••• L••• Co-investment vehicle$5.7M
- P•• S••••••••• C•••••••• L••• Co-investment vehicle · 2022$4.7M
- P••••• C•••••••• I• L•• Co-investment vehicle · 2021$121,433
- P•• C•••••••• T• L••• Co-investment vehicle
- P•• C•••••••• P• S•••••• Co-investment vehicle
- P•• N••••••• C•••••••• L••• Co-investment vehicle
9 smaller families are in the full list of vehicles.
View all 59 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•• H••• C•••••••• S•••••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $65.9M as of Mar 30, 2026 | $0 | Early deployment | |
| P•• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $3.7B as of Mar 30, 2026 | $5.0B | Early deployment | |
| P•• V• •••• S•••••• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $3.7B as of Mar 30, 2026 | $5.0B | Early deployment | |
| P•• F••••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $106M as of Mar 30, 2026 | $0 | Unknown | |
| P•• V•••• C•••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $82.6M as of Mar 30, 2026 | $0 | Active deployment | |
| P•• E••••• •••••• I• S•••••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $72.6M as of Mar 30, 2026 | no Form D | Unknown | |
| P•• S••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $62.9M as of Mar 30, 2026 | $0 | Unknown | |
| P•• Y••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $27.4M as of Mar 30, 2026 | $0 | Unknown | |
| P•• E••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $3.2B as of Mar 30, 2026 | $2.6B | Active deployment | |
| P•• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.0B as of Mar 30, 2026 | $0 | Successor fundraising | |
| P•• V•• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $3.0B as of Mar 30, 2026 | $0 | Successor fundraising | |
| P•• E••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $892M as of Mar 30, 2026 | $0 | Unknown | |
| P•• E••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $661M as of Mar 30, 2026 | $0 | Unknown | |
| P•• E••••• •••• I• S•••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $578M as of Mar 30, 2026 | $2.6B | Active deployment | |
| G••••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $378M as of Mar 30, 2026 | $0 | Mature | |
| P•• C•••••••• C• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $191M as of Mar 30, 2026 | $0 | Mature | |
| P•• E••••• W•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $190M as of Mar 30, 2026 | $0 | Mature | |
| P•• E••••• W•••••••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $119M as of Mar 30, 2026 | $0 | Harvest | |
| P•• E••••• W••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $89.3M as of Mar 30, 2026 | $0 | Harvest | |
| P•• G••••••••• B••••• I• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $86.6M as of Mar 30, 2026 | $0 | Active deployment | |
| P•• E••••• W•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $80.9M as of Mar 30, 2026 | $0 | Harvest | |
| P•• M••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $43.4M as of Mar 30, 2026 | $0 | Active deployment | |
| P•• E••••• C•••••••• J• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $32.7M as of Mar 30, 2026 | $0 | Mature | |
| P•• E••••• W•••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $25.4M as of Mar 30, 2026 | $0 | Harvest | |
| P••••••••• S•••••••• G••••• D• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $24.3M as of Mar 30, 2026 | $0 | Active deployment | |
| N•••••• C•••••••• S••••••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $15.5M as of Mar 30, 2026 | $0 | Harvest | |
| P•• S••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $12.7M as of Mar 30, 2026 | $0 | Harvest | |
| S••••••••• C•••••••• S••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $7.7M as of Mar 30, 2026 | $0 | Harvest | |
| P•• S••••••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $4.7M as of Mar 30, 2026 | $0 | Harvest | |
| P••••• C•••••••• I• L•• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $121,433 as of Mar 30, 2026 | $0 | Successor fundraising | |
| P••••••••• S•••••••• G••••• E••••• L••• ADV: Private Equity Fund | Growth fund | 2020 Form D first sale | $1.3B as of Mar 30, 2026 | no Form D | Unknown | |
| P••••••••• S•••••••• G••••• E••••• •••• S•••••• ADV: Private Equity Fund | Growth fund | 2020 Form D first sale | $453M as of Mar 30, 2026 | no Form D | Unknown | |
| P•• S••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $2.0B as of Mar 30, 2026 | $0 | Unknown | |
| P••••••••• S•••••••• G••••• I• L••• ADV: Private Equity Fund | Growth fund | unknown | $1.7B as of Mar 30, 2026 | no Form D | Harvest | |
| P••••••••• S•••••••• G••••• I••• L••• ADV: Private Equity Fund | Growth fund | unknown | $1.0B as of Mar 30, 2026 | no Form D | Harvest | |
| P••••••••• S•••••••• G••••• I•• L••• ADV: Private Equity Fund | Growth fund | unknown | $960M as of Mar 30, 2026 | no Form D | Harvest | |
| P••••••••• S•••••••• G••••• I• L••• ADV: Private Equity Fund | Growth fund | unknown | $357M as of Mar 30, 2026 | no Form D | Harvest | |
| P••••••••• S•••••••• G••••• I•••• L••• ADV: Private Equity Fund | Growth fund | unknown | $309M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• L• S••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $301M as of Mar 30, 2026 | $0 | Unknown | |
| P••••••••• S•••••••• G••••• I••• L••• ADV: Private Equity Fund | Growth fund | unknown | $272M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• S••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $153M as of Mar 30, 2026 | $0 | Unknown | |
| P••••• C••••••••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $125M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• C•••••••• A• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $89.2M as of Mar 30, 2026 | $0 | Unknown | |
| P•• S••••• C•••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $83.4M as of Mar 30, 2026 | $0 | Unknown | |
| P••••••••• S•••••••• G••••••• L••• ADV: Private Equity Fund | Growth fund | unknown | $75.3M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• N•••••• C•••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $71.3M as of Mar 30, 2026 | no Form D | Unknown | |
| P•• C•••••••• a• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $56.6M as of Mar 30, 2026 | $0 | Unknown | |
| P•• C•••••••• C• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $54.4M as of Mar 30, 2026 | $0 | Unknown | |
| P••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $52.8M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• S••••• C•••••••• I••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $43.2M as of Mar 30, 2026 | $0 | Unknown | |
| P•• C•••• C•••••••• S•••••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $38.2M as of Mar 30, 2026 | $0 | Unknown | |
| P•• L• C••••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $34.2M as of Mar 30, 2026 | $0 | Unknown | |
| P••••••••• S•••••••• G••••• L••• ADV: Private Equity Fund | Growth fund | unknown | $22.3M as of Mar 30, 2026 | no Form D | Harvest | |
| P•• S••••• C•••••••• E••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $8.6M as of Mar 30, 2026 | $0 | Unknown | |
| P•• S••••• C•••••••• I•• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $6.6M as of Mar 30, 2026 | $0 | Unknown | |
| P•• P••••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $5.7M as of Mar 30, 2026 | $0 | Unknown | |
| P•• C•••••••• T• L••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
| P•• C•••••••• P• S•••••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
| P•• N••••••• C•••••••• L••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
- P•••••••• A•• C•••• E•••••••• O•••••• O• P•• E••••• L••••• · since Sep 1, 2014
- Managing Director and Head of E•••••
- Sole Member · since Dec 1, 2020
- G•••••• C•••••• • C•••• C••••••••• O•••••• O• P•• E••••• L••••• · since Oct 1, 2020
- M••••••• D••••••• A•• C•••• F•••••••• O••••••• S•••••••• A•• T•••••••• O• P•• E••••• L••••• · since Sep 1, 2014
Full team · 5 peoplegrouped by role, with sources
- M••• E••••• H••••••• · P•••••••• A•• C•••• E•••••••• O•••••• O• P•• E••••• L••••• · since Sep 1, 2014 Form ADV
- D••• R••••• · Managing Director and Head of E••••• · start date unknown Press release
- P•••• O••••• W•••• · Sole Member · since Dec 1, 2020 Form ADV
- A•••• W•••••• F••• · G•••••• C•••••• • C•••• C••••••••• O•••••• O• P•• E••••• L••••• · since Oct 1, 2020 Form ADV
- M••• G••••• P••••• · M••••••• D••••••• A•• C•••• F•••••••• O••••••• S•••••••• A•• T•••••••• O• P•• E••••• L••••• · since Sep 1, 2014 Form ADV
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Mar 24, 2026 venture round | N•••••••• | Portfolio relationship | Minority | active held 6 months | unknown | Fact DFX cross-reference |
| Feb 25, 2026 venture round | G••••• | Portfolio relationship | Minority | active held 7 months | unknown | Fact DFX cross-reference |
| Jul 4, 2024 | C•••••• | Growth investment | Sponsor (confirmed) | active held 2.2 years | D••• R••••• (confirmed) | riveancapital.com |
| Jul 4, 2024 | C•••••• | Growth investment | Sponsor (confirmed) | active held 2.2 years | D••• R••••• (confirmed) | riveancapital.com |
- J••• M••••• S••••••••• L•• 12 shared · very strong · last Jan 1, 2024
- Z• S••••• P••••••• C••••••••• C•• L••• 10 shared · very strong · last Jan 1, 2024
- Z• S••••• P••••••• C••••••••• C••• L••• 10 shared · very strong · last Aug 10, 2023
- P•••••••• C•••••• L••• 5 shared · very strong · last Jan 1, 2024
- E••••••• G•••• L••••• 5 shared · very strong · last Sep 30, 2025
- A••••• C•••••• A••••••• S•• 5 shared · very strong · last Jan 1, 2024
- S•••• P•••• S••••••••• L•• 2 shared · recurring · last Jul 18, 2024
- H•••••••• A••••••••• L•• 2 shared · recurring · last Jul 18, 2024
- K•••• S••••••••• C••• L••• 2 shared · recurring · last Jan 1, 2024
- C••••••••• P••••• E••••••••• R••••••••• S•••••5 commitments to 4 funds · $914M disclosed
- W••••••••• S•••• I••••••••• B••••4 commitments to 3 funds · $791M disclosed
- 2025-03-31N•• Y••• S•••• C••••• R••••••••• F•••4 commitments to 3 funds · $258M disclosed, 1 undisclosed
- N•• J••••• D••••••• o• I•••••••••1 commitment to 1 fund · $100M disclosed
All 15 commitmentsgrouped by LP, largest first
- in G••••••• C•••••••• L••• $350M calpers.ca.gov
- in P•• V• L••• $250M calpers.ca.gov
- in P•• E••••• I• L••• $114M calpers.ca.gov
- in P•• E••••• L••• $100M calpers.ca.gov
- in P•• V• L••• $100M calpers.ca.gov
- in P•• E••••• I• L••• $200M sib.wa.gov
- in P•• V• L••• $200M sib.wa.gov
- in P•• V• L••• $200M sib.wa.gov
- in P••••••••• S•••••••• G••••• E••••• L••• $191M sib.wa.gov
- fund not resolved $108M osc.ny.gov
- in P••••••••• S•••••••• G••••• I• L••• $100M osc.ny.gov
- in P••••••••• S•••••••• G••••• I• L••• $100M osc.ny.gov
- in P••••••••• S•••••••• G••••• I•• L••• $50.0M osc.ny.gov
- in P•• E••••• I• L••• amount not disclosed osc.ny.gov
- in P•• V• L••• $100M nj.gov
- Mar 30, 2026••• Locked
- Oct 16, 2020••• Locked
Full timeline · 5 eventsnewest first, including the LP commitments and deals above
- Mar 30, 2026••• Locked
- Mar 31, 2025••• Locked
- Jul 4, 2024••• Locked
- Jul 4, 2024••• Locked
- Oct 16, 2020••• Locked
P•• E••••• L••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
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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