Private Equity Intelligence
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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
F•••• W•••••• C•••••• M••••••••• C••••••
- Class
- Growth equityprobable, confidence 70%
- Basis
- R2: 1 of 2 private equity vehicles are named growth
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Growth equity (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named growth
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 2, 2012 to Aug 14, 2020
- RAUM
- $962Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery 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
- 22%
- Fund type mix
- filed 2020-08-14, latest gav , latest counts , lifetime distinct Hedge Fund 1, Other Private Fund 6, Private Equity Fund 2
- Employees
- 9
- Headquarters
- Denver, CO
- Office address
- 1900 16TH STREET, SUITE 1200, Denver, CO, 80202
- Business phone
- 303-531-8100
- Sectors
- education
- 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
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- 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 business services, examples Investor relations
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value advertising marketing, examples Investor relations
1 companies on the graph (0 transactions); most in business services (1); no dated observations
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••• E••••• G••••• ADV: Private Equity Fund | Growth fund | unknown | $0 as of Mar 26, 2019 | no Form D | Harvest | |
| F••• I••••• E••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 26, 2019 | no Form D | Harvest |
- J••• E•••• S••••• · President · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• C• W•••• · Chairman/Ceo · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• P••••• J••••• · Managing Director · since Feb 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• L•• P•••• · Chief Compliance Officer · since Aug 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• C••••••• · Treasurer · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• S•••••••• · Secretary · since Dec 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- S••••• S•••• M••••••• · Board Of Directors Member · Feb 1, 2010 to Nov 4, 2015 Inference
- W••••• J••••• O•••• · Chairman/Ceo · Dec 1, 2009 to Aug 20, 2014 Inference
- K•••••• D•••• M•••••• · Chief Investment Officer, Board Of Directors Member · Feb 1, 2010 to Oct 6, 2016 Inference
- B•••• C•••••• H••• · Chief Compliance Officer · Aug 1, 2016 to Sep 18, 2018 Inference
- K•••• L••••• G••••• · Chief Compliance Officer · Dec 1, 2009 to Jun 14, 2016 Inference
- R••• C• T•••• · Treasurer · Feb 1, 2010 to Mar 28, 2013 Inference
- T•••• J••• K•••••• · Chief Compliance Officer · Apr 1, 2016 to Oct 6, 2016 Inference
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| I••••••• r•••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
- Sep 1, 2026Adviser CRD 152982 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Apr 2, 2012F•••• W•••••• C•••••• M••••••••• C•••••• first filed Form ADV in the extract (IA)
F•••• W•••••• C•••••• M••••••••• C•••••• is the same institution as 2 records in RIA and Wealth and Private Credit.
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…