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.

Firms / H•••••••••

H•••••••••

Buyout firmLower middle marketUSh•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2023-05-08
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 16, 2012 to May 8, 2023
RAUM
$43.7Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$43.7Mreported gross assets (Form ADV), not fund size
All private fund GAV
$43.7Mevery 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
100%
Fund type mix
filed 2023-05-08, latest gav Private Equity Fund $43.7M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 11
Employees
6
Business phone
610-613-4296
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
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
H••••••••• P••••••• I•• C••••••••• V•••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$139,004
as of Jun 17, 2022
no Form DWound down
H••••••••• P••••••• I•• C••••••••• V•••••• L•
ADV: Private Equity Fund
Co-investment vehicle2016
first reported on Form ADV
$1.1M
as of Jun 17, 2022
no Form DWound down
H••••••••• P••••••• I•• C••••••••• V•••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2016
first reported on Form ADV
$474,920
as of Jun 17, 2022
no Form DWound down
H••••••••• P••••••• I•• C••••••••• V•••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2016
first reported on Form ADV
$206,882
as of Jun 17, 2022
no Form DWound down
H••••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$19.6M
as of May 8, 2023
no Form DUnknown
H••••••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$13.3M
as of May 8, 2023
no Form DUnknown
H••••••••• P••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$7.9M
as of May 8, 2023
no Form DHarvest
H••••••••• P••••••• I•••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$2.2M
as of May 8, 2023
no Form DUnknown
H•• I• C•••••••• V•••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$2.0M
as of Feb 16, 2012
no Form DWound down
H••••••••• P••••••• I••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$704,446
as of May 8, 2023
no Form DHarvest
H•• I• C•••••••• V••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$90,347
as of Jun 17, 2022
no Form DWound down
Team
4 current, 0 former
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
5 relationships
Placement agents (5)
  • C•• C•••••• L•••••• 6 shared · very strong · last Jan 1, 2017
  • N••••• I••••••••• L••• 4 shared · strong · last Jan 1, 2012
  • C•••• L•• 4 shared · strong · last Jan 1, 2012
  • T••••• I••••••••• P••••••• 4 shared · strong · last Jan 1, 2012
  • G•••• R••••••••• E• C•• 3 shared · strong · last Jan 1, 2012
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 161486 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. Feb 16, 2012
    H••••••••• 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

H••••••••• is the same institution as 1 record in RIA and Wealth.

RIA 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.

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