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Firms / R••••••• C•••••• A•••••••

R••••••• C•••••• A•••••••

CandidateLower middle marketSan Francisco, CASEC registered investment adviser
Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 1 Private Equity Fund(s) among 16 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2021-03-10
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 1 Private Equity Fund(s) among 16 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 8, 2018 to Mar 10, 2021
RAUM
$1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$100Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.7Bevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
6%
Fund type mix
filed 2021-03-10, latest gav Real Estate Fund $768M, Other Private Fund $857M, Private Equity Fund $100M, latest counts Real Estate Fund 4, Other Private Fund 11, Private Equity Fund 1, lifetime distinct Real Estate Fund 4, Other Private Fund 11, Private Equity Fund 1
Employees
0
Headquarters
San Francisco, CA
Office address
ONE MARKET STREET, SUITE 3635, San Francisco, CA, 94105
Business phone
888-660-8159
Stated criteria beside observed behaviour
no observed deals yet
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

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•• V••• M••••• F•••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$100M
as of Mar 10, 2021
no Form DUnknown
Team
1 current, 2 former
2 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
1 relationships
Placement agents (1)
  • G••••• C•••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2019
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
2 most recent
  1. Sep 1, 2026
    Adviser CRD 296902 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Aug 8, 2018
    R••••••• C•••••• A••••••• 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

R••••••• C•••••• A••••••• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real Estate Funds1

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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