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A••• M••••••• L••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· New York, NYa••••••.com

••• Locked

Regulatory AUM
$4.7B
Form ADV
PE fund assets
$396M
Form ADV
PE funds
0
Form ADV
Investments held
2 of 2
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (41)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmprobable, confidence 65%
Basis
R6: 3 of 6 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.40bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Strategies
REAL ESTATE PE
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 3 of 6 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 13, 2020 to Mar 31, 2026
RAUM
$4.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
$396Mreported gross assets (Form ADV), not fund size
All private fund GAV
$4.7Bevery private fund type, latest filing
2024 PE fund GAV
$396Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
50%
Fund type mix
filed 2024-03-26, latest gav Real Estate Fund $2.7B, Private Equity Fund $396M, latest counts Real Estate Fund 3, Private Equity Fund 1, lifetime distinct Real Estate Fund 3, Private Equity Fund 3
Employees
28
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
real estate
Geography
United States
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
add on 1, platform 1
period
to 2021-06-01, from 2021-06-01, undated holdings 1, dated observations 2
window
last 2021-06-01, first 2021-06-01
control
control 1, unknown 1
companies
2
geography
investments
2
seller kinds
transactions
1
cadence by year
2021 add ons 1
platform add on
add ons 1, platforms 1, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share unknown, value software, examples Rent Payment Platform Till, ACRE On Credit Building Tool
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share unknown, value software, examples Rent Payment Platform Till, ACRE On Credit Building Tool

2 companies on the graph (1 transactions); most in software (2); 1 platforms and 1 add-ons; observed 2021 to 2021

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••• M••••••••• I• R•••• L••
ADV: Private Equity Fund
Real estate fund2022
first reported on Form ADV
$396M
as of Mar 26, 2024
no Form DUnknown
A••• C••••• F••• I• R••• L••
ADV: Real Estate Fund
Fund of funds2021
first reported on Form ADV
$1.9B
as of Mar 26, 2024
no Form DUnknown
A••• C••••• P••••••• L•
ADV: Private Equity Fund
Fund of fundsunknown$9.6M
as of Mar 31, 2021
no Form DUnknown
A••• C••••• O••••••• L•
ADV: Private Equity Fund
Fund of fundsunknown$7.9M
as of Mar 31, 2021
no Form DUnknown
Team
41 current, 0 former
Partner (6)
Vice president (8)
Capital markets (1)
Platform (10)
Portfolio
2 relationships, 1 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••• O• C••••• B••••••• T•••
add-on to R••• P•••••• P••••••• T•••
Add-onactiveJun 1, 2021
transaction announcement
5.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
R••• P•••••• P••••••• T•••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jun 1, 2021Add-on acquisitionA••• O• C••••• B••••••• T•••Sponsor (confirmed)pymnts.com
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
20 most recent
  1. Sep 17, 2026
  2. Sep 17, 2026
  3. Sep 17, 2026
  4. Sep 17, 2026
  5. Sep 17, 2026
  6. Sep 17, 2026
  7. Sep 17, 2026
  8. Sep 17, 2026
  9. Sep 17, 2026
  10. Sep 17, 2026
  11. Sep 17, 2026
  12. Sep 17, 2026
  13. Sep 17, 2026
  14. Sep 17, 2026
  15. Sep 17, 2026
  16. Sep 17, 2026
  17. Sep 17, 2026
  18. Mar 31, 2026
  19. Jul 30, 2021
  20. Oct 13, 2020
Across the graphs

A••• M••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real 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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