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T•••• B••••

Buyout firmClassification confirmedLarge capSEC registered investment adviser· Chicago, IL

••• Locked

Regulatory AUM
$183B
Form ADV
PE fund assets
$177B
Form ADV
PE funds
146
Form ADV
Investments held
10 of 12
DFX transaction tape
Deals, last 12 months
3
DFX transaction tape
As of · identity and classification; each section below carries its own date

What matters now

  1. $1.87B
    to Fund XVI

    Raising Fund XVI: $1.87B disclosed by 8 public plans; D••••••• Fund V: $540M from 5 plans; E••••• Fund $114M. Early net IRR -2.2% to -3.3%, as the plans report it.

    Commitments are still being disclosed, so the fund is in market: an LP can still get in and a placement agent knows who has already said yes.

    Fact8 pension plans' own reports, latest 30 Jun 2026For LPs, placement agents, co-investorsSee the LPs
  2. 3 deals
    1 exit, 180 days

    3 deals since 4 Aug 2026: bought T•••• (growth investment, 8 Sep) and K•••• (platform, 11 Aug); sold C•••••• A•••• (4 Aug).

    Buying and selling in the same season: capital is being put to work and returned, which is when bankers and co-investors get calls.

    Factannounced deals, press releasesFor Sell-side bankers, founders, lendersAll deals
  3. 13 funds
    backed by one plan

    C••••••••• S•••• T•••••••• R••••••••• S••••• has backed 13 of its funds since 2012, $2.09B disclosed, and re-upped $250M into Fund XVI (reported 30 Jun 2025).

    A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.

    Factthe plan's own reportsFor LPs, placement agentsTop LPs
  4. +34
    funds on Form ADV

    Private equity funds on its Form ADV went from 112 to 146 (+34).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
156 of 161 distinct vehicles are sworn Private Equity Funds; 120 reported gross assets on a filing in 2022 or later
Size band
Large capdefined by: proxy: $177.40bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Strategies
Growth equity
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    156 of 161 distinct vehicles are sworn Private Equity Funds; 120 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    115 of 118 distinct vehicles are sworn Private Equity Funds; 94 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $183B · 146 PE funds · filed Mar 31, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Feb 14, 2012 to Mar 31, 2026
RAUM
$183Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
146
PE fund GAV, latest filing
$177Breported gross assets (Form ADV), not fund size
All private fund GAV
$183Bevery private fund type, latest filing
2024 PE fund GAV
$178Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
97%
Fund type mix
  • Private equity fund: 146 funds, $177B reported gross assets, 156 ever reported
  • Hedge fund: 5 funds, $5.5B reported gross assets
Form ADV filed Mar 31, 2026
Employees
224
Headquarters
Chicago, IL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 15 observed dealsShow
Stated by the firm
Sectors
Software, environmental services
Geography
United Kingdom
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
Control
Thesis
••• Locked
Observed from deals on record
On record
15 companies, 12 holdings, 13 transactions
Period
2020 to 2026 (23 dated observations, 2 holdings undated)
Most deals
Software (8 of 15, e.g. SchoolPass, Inc. and Hyland Software), tech enabled services (1 of 15)
Subsectors
Software (3 of 15), vertical software (3 of 15), K12 education software (1 of 15), healthcare software (1 of 15) and 1 more
Deal roles
6 platforms, 1 add-on, 5 with role not stated
Add-ons per platform
0.17 add-ons per platform
Control
5 control, 7 not stated
Disclosed deal values
4 deals with a disclosed value, $2.0B to $2.8B
By year
2020: 1 other deal; 2021: 3 other deals; 2022: 1 platform, 1 other deal; 2023: 1 add-on, 1 other deal; 2025: 1 platform, 2 other deals; 2026: 1 platform, 1 other deal
Repeat counterparties
J•• M••••••••• L••• (co-investor) on 2 deals and K••••••• • E•••• L•• (legal adviser) on 2 deals

15 companies on the graph (13 transactions); most in software (8); 6 platforms and 1 add-on; observed 2020 to 2026

Funds
27 families, 162 vehicles on record

21 smaller families are in the full list of vehicles.

View all 162 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•••• B•••• F••• X••••• L•••
ADV: Private Equity Fund
Feeder or parallel2024
Form D first sale
$14B
as of Mar 31, 2026
$24BUnknown
P•••••• C• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$4.5B
as of Mar 31, 2026
$0Early deployment
P•••••• R••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$2.1B
as of Mar 31, 2026
$0Early deployment
P•••••• P•••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$110M
as of Mar 31, 2026
$0Unknown
T•••• B•••• C•••••••• O••••••••• X•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$66.1M
as of Mar 31, 2026
$0Early deployment
T•••• B•••• D••••••• F••• I••• G••••• F•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
P•••••• A••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$4.9B
as of Mar 31, 2026
$0Active deployment
P•••••• H•••• C••••••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$3.1B
as of Mar 31, 2026
$0Active deployment
T•••• B•••• E••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$2.2B
as of Mar 31, 2026
$1.5BUnknown
P•••••• Q•••• O••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$1.2B
as of Mar 31, 2026
$0Active deployment
T•••• B•••• O•••• F••• a• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$375M
as of Mar 31, 2026
$0Unknown
T•••• B•••• D••••••• F••• I• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$219M
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• C•••••••• O••••••••• X•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$164M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• D••••••• F••• I••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$144M
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• E•••••••• F••• X•• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$104M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• O•••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$103M
as of Mar 31, 2026
$0Unknown
T•••• B•••• D••••••• E•••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$85.1M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• C•••••••• O••••••••• X•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$71.7M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• E•••••• E•••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$31.8M
as of Mar 31, 2026
$0Unknown
T•••• B•••• D••••••• E•••••••• F••• I• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$3.8M
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• A••••• F••• a• L•••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$1.8M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• A••••• F•••• L•••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$700,000
as of Mar 31, 2026
$0Active deployment
T•••• B•••• D••••••• E•••••••• F••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$0
as of Mar 31, 2026
$0Unknown
T•••• B•••• E•••••••• F••• X•••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$0
as of Mar 31, 2026
$0Unknown
T•••• B•••• F••• X•••• G••••• F•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• O•••• F••• P• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$0
as of Mar 31, 2026
$0Unknown
P••••••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$8.3B
as of Mar 31, 2026
$0Active deployment
T•••• B•••• D••••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$5.0B
as of Mar 31, 2026
$4.5BActive deployment
T•••• B•••• D••••••• F••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
Form D first sale
$3.3B
as of Mar 31, 2026
$4.5BActive deployment
T•••• B•••• F••• X•••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$2.4B
as of Mar 31, 2026
no Form DActive deployment
P•••••• S••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$1.8B
as of Mar 31, 2026
$0Active deployment
T•••• B•••• F••• X•• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$1.7B
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• E•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$1.3B
as of Mar 31, 2026
$1.5BUnknown
P•••••• M•••••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$772M
as of Mar 31, 2026
$0Mature
T•••• B•••• E•••••• F••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
Form D first sale
$667M
as of Mar 31, 2026
$1.5BUnknown
P•••••• M•••• C•••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$419M
as of Mar 31, 2026
$0Harvest
T•••• B•••• D••••••• F••• I•• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$224M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• F••• I•••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$122M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• E•••••••• F••• X•••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$22.0M
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• E•••••• F••• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$19.4M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• E•••••••• F••• X•• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$19.1M
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• E•••••• F••• a• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$10.2M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• E•••••••• F••• I•• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$5.4M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• I••• P••••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• D••••••• F••• I•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$0
as of Mar 31, 2026
$4.5BUnknown
T•••• B•••• D••••••• E•••••••• I• P••••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• D••••••• I• P••••••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• E•••••• F••• I•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$0
as of Mar 31, 2026
$1.5BUnknown
T•••• B•••• C••••• F••• I•• F••••• B• L•••Credit fund2022
Form D first sale
unknownno reporting$497MUnknown
T•••• B•••• C••••• F••• I•• F•••••• L•••Credit fund2022
Form D first sale
unknownno reporting$497MUnknown
T•••• B•••• C••••• F••• I•• F••••• A• L•••Credit fund2022
Form D first sale
unknownno reporting$497MUnknown
T•••• B•••• F••• X•••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
Form D first sale
$19B
as of Mar 31, 2026
$20BActive deployment
T•••• B•••• F••• X•• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
Form D first sale
$11B
as of Mar 31, 2026
$20BActive deployment
T•••• B•••• F••• X••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$10B
as of Mar 31, 2026
no Form DMature
T•••• B•••• F••• X••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$7.5B
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$2.7B
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• D••••••• F••• I••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$2.1B
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• F••• X••••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$1.7B
as of Mar 31, 2026
no Form DMature
T•••• B•••• E•••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.5B
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• F••• X••• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.5B
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• I••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.2B
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• G••••• F••• a• L•••
ADV: Private Equity Fund
Growth fund2021
Form D first sale
$979M
as of Mar 31, 2026
$1.5BHarvest
T•••• B•••• E•••••• F••• a• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$938M
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• G••••• F•••• L•••
ADV: Private Equity Fund
Growth fund2021
Form D first sale
$490M
as of Mar 31, 2026
$1.5BMature
T•••• B•••• E•••••• F••• P• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$259M
as of Mar 31, 2026
no Form DActive deployment
T•••• B•••• E•••••••• F••• X••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$94.7M
as of Mar 31, 2026
$0Mature
T•••• B•••• E•••••••• F••• X••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$82.2M
as of Mar 31, 2026
$0Mature
T•••• B•••• D••••••• E•••••••• F••• I••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$64.0M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• D••••••• E•••••••• F••• I••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$29.9M
as of Mar 31, 2026
$0Active deployment
T•••• B•••• E•••••••• F••• X••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$28.9M
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• I• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$4.9M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• E•••••••• F••• I• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$200,000
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• F••• X•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
Form D first sale
$0
as of Mar 31, 2026
$20BUnknown
T•••• B•••• G••••• F••• P• L•••
ADV: Private Equity Fund
Growth fund2021
Form D first sale
$0
as of Mar 31, 2026
$1.5BUnknown
T•••• B•••• E•••••••• F••• X••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$0
as of Mar 31, 2026
$0Unknown
T•••• B•••• E•••••••• F••• X••••••• L•••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$0
as of Mar 31, 2026
$0Unknown
T•••• B•••• F••• X••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
P•••••• R•••• A••••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$2.9M
as of Jan 31, 2024
no Form DWound down
T•••• B•••• F••• X•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$7.3B
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• F••• X•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$6.4B
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• D••••••• F••• I• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$846M
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• I••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$359M
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$127M
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• E•••••••• F••• X•••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$122M
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• D••••••• F••• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$69.8M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• E•••••••• F••• I•• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$37.6M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• E•••••••• F••• I• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$18.7M
as of Mar 31, 2026
no Form DMature
T•••• B•••• D••••••• F••• a• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$14.3M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• E•••••••• F••• X•• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• E•••••••• F••• X•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• E•••••••• F••• X•••• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• F••• X•• A••• L•••
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• F••• X•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$0
as of Mar 31, 2026
no Form DUnknown
T•••• B•••• D••••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.7B
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• D••••••• F••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$724M
as of Mar 31, 2026
no Form DHarvest
T•••• B•••• S•••••• O••••••••• F••• I••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$0
as of Nov 25, 2024
no Form DUnknown
T•••• B•••• F••• X• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$0
as of Nov 25, 2024
no Form DUnknown
T•••• B•••• E•••••••• F••• X• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$0
as of Nov 25, 2024
no Form DUnknown
T•••• B•••• S•••••• O••••••••• F••• I• G•••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$0
as of Nov 25, 2024
no Form DUnknown
T•••• B•••• F••• X••• G•••••• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$0
as of Nov 25, 2024
no Form DUnknown

Showing 100 of 162 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Team
19 current, 0 former
Full team · 19 peoplegrouped by role, with sources
Managing partner (6)
Partner (4)
Principal (3)
Vice president (1)
Capital markets (1)
Investor relations (1)
Platform (3)
Deals
16 on record, newest first · 6 platforms · 1 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Sep 8, 2026T••••Growth investmentSponsor (confirmed)active
held 1 months
C••• P•••• (confirmed)prnewswire.com
Aug 11, 2026K••••Platform acquisitionSponsor (confirmed)active
held 1 months
C••••••• G•• (confirmed)globenewswire.com
Aug 4, 2026C•••••• A••••Majority investmentSeller (confirmed)not in the portfolio readunknownfranciscopartners.com
Dec 9, 2025P••• H•••••••• I•••Platform acquisitionSponsor (confirmed)active
held 10 months
unknownprnewswire.com
Mar 21, 2025P•••Growth investmentSponsor (confirmed)active
held 1.5 years
unknownfirstanalysis.com
All 16 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Sep 8, 2026T••••Growth investmentSponsor (confirmed)active
held 1 months
C••• P•••• (confirmed)prnewswire.com
Aug 11, 2026K••••Platform acquisitionSponsor (confirmed)active
held 1 months
C••••••• G•• (confirmed)globenewswire.com
Aug 4, 2026C•••••• A••••Majority investmentSeller (confirmed)not in the portfolio readunknownfranciscopartners.com
Dec 9, 2025P••• H•••••••• I•••Platform acquisitionSponsor (confirmed)active
held 10 months
unknownprnewswire.com
Mar 21, 2025P•••Growth investmentSponsor (confirmed)active
held 1.5 years
unknownfirstanalysis.com
Feb 10, 2025O••••• a•• C••••••••Majority investmentSponsor (confirmed)active
held 1.6 years
M••• G•••••• (confirmed)comvest.com
Dec 5, 2024V••••••••Sponsor to sponsorSeller (confirmed)exited
exited Dec 5, 2024
unknowngolubcapital.com
Sep 26, 2023E••••••Sponsor to sponsorSeller (confirmed)exited
exited Nov 20, 2023
unknownarlingtoncap.com
Sep 20, 2023H••••• S•••••••Debt financingSponsor (confirmed)active
held 3.0 years
E•••• M••• (confirmed)golubcapital.com
Apr 25, 2023S••••••••• I•••Add-on acquisitionSponsor (confirmed)active
held 3.4 years
unknownjmi.com
Aug 3, 2022P••• I•••••••Platform acquisitionSponsor (confirmed)active
held 4.1 years
S••• B••• (confirmed)vistaequitypartners.com
Jul 7, 2022G•••••••• J•••Growth investmentSponsor (confirmed)active
held 4.2 years
H••••• S•••• (confirmed)peakequity.com
Oct 5, 2021R••••• T•••••••••Growth investmentSponsor (confirmed)active
held 5.0 years
A••• S•••••• (confirmed)raptortech.com
Aug 2, 2021Q••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
Jun 11, 2021T••••• S•••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
Feb 24, 2020I•••••••••Take-privateSponsor (confirmed)not in the portfolio readunknownsec.gov
Placement agents, lenders, advisers and co-investors
29 relationships
Placement agents (10)
  • T•••• B•••• C•••••• M••••••• L•• 60 shared · very strong · last Oct 1, 2025
  • A••••• C•••••• A••••••• S•• 18 shared · very strong · last Nov 7, 2024
  • M•••••• C•••••• S•••••••• L•• 3 shared · strong
  • C•••••• C•••••• P•••••••• L•• 3 shared · strong · last Dec 23, 2022
  • E••••••• A••• L•••••• 3 shared · strong · last Oct 6, 2023
  • E••••••• G•••• L••••• 3 shared · strong · last Jan 20, 2022
  • B• S••••••••• L•• 3 shared · strong · last Jan 22, 2024
  • N••••••• L••••• A••••••••• A•••••••• L•• 3 shared · strong · last May 11, 2023
  • B••••••••• C••••• P•••••••• L•• 3 shared · strong · last Dec 23, 2022
  • F•••• H••• K••• L•••••• 1 shared · one time · last Jun 16, 2025
Lenders (2)
Financial advisers (10)
  • S••••••••• 1 shared · one time · last Aug 11, 2026
  • W•••••• B•••• 1 shared · one time · last Mar 21, 2025
  • C••• C•••••• M•••••• 1 shared · one time · last Aug 11, 2026
  • Q••••••• P••••••• 1 shared · one time · last Dec 9, 2025
  • M••••• S•••••• • C•• L•• 1 shared · one time · last Jul 7, 2022
  • G•••••• S•••• • C•• L•• 1 shared · one time · last Aug 3, 2022
  • V•••••••• C•••••• P••••••• 1 shared · one time · last Apr 25, 2023
  • P•••• S•••••• • C•• 1 shared · one time · last Sep 8, 2026
  • B••••••••• A••••••• P•• L••• 1 shared · one time · last Sep 8, 2026
  • E••••••• 1 shared · one time · last Dec 9, 2025
Legal advisers (5)
  • K••••••• • E•••• L•• 2 shared · recurring · last Aug 3, 2022
  • G•••••• P•••••• 1 shared · one time · last Aug 3, 2022
  • R••••••• L•• 1 shared · one time · last Aug 11, 2026
  • D•••••• C••••• L•• 1 shared · one time · last Aug 11, 2026
  • S•• L•• 1 shared · one time · last Sep 8, 2026
Co-investors (2)
LP commitments
11 LPs, 71 disclosed commitments
  • C••••••••• P••••• E••••••••• R••••••••• S•••••
    5 commitments to 3 funds · $2.4B disclosed
    2025-12-31
  • N•• Y••• S•••• C••••• R••••••••• F•••
    8 commitments to 4 funds · $2.2B disclosed
    2025-05-28
  • C••••••••• S•••• T•••••••• R••••••••• S•••••
    13 commitments to 7 funds · $2.1B disclosed
    2025-06-30
  • W••••••••• S•••• I••••••••• B••••
    6 commitments to 4 funds · $1.3B disclosed
    2025-12-31
  • O••••• P••••• E•••••••• R••••••••• F•••
    3 commitments to 2 funds · $750M disclosed
    2026-03-31
All 71 commitmentsgrouped by LP, largest first · 2 repeated rows shown once
C••••••••• P••••• E••••••••• R••••••••• S••••• $2.4B disclosed
N•• Y••• S•••• C••••• R••••••••• F••• $2.2B disclosed
C••••••••• S•••• T•••••••• R••••••••• S••••• $2.1B disclosed
O••••• P••••• E•••••••• R••••••••• F••• $750M disclosed
L•• A•••••• C••• E••••••••• R••••••••• S••••• $310M disclosed
C••••••• P••••• E••••••••• R••••••••• A••••••••• $130M disclosed
A••••• P•••••••• F••• C••••••••• $90.0M disclosed
M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amounts not disclosed
T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• amounts not disclosed
  • fund not resolved amount not disclosed trsil.org
Events
2 not already shown above, of 36 most recent
  1. Mar 31, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Feb 14, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Full timeline · 36 eventsnewest first, including the LP commitments and deals above
  1. Sep 8, 2026
    ••• Locked
    Growth investmentFactT••••Press release
  2. Aug 11, 2026
    ••• Locked
    Platform investmentFactK••••Press release
  3. Jun 30, 2026
    ••• Locked
    LP commitment disclosedFactM•••••••• S•••• B•••• o• I•••••••••Pension disclosure
  4. Mar 31, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  5. Mar 31, 2026
    ••• Locked
    LP commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••Pension disclosure
  6. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Pension disclosure
  7. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Pension disclosure
  8. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••Pension disclosure
  9. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••Pension disclosure
  10. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactA••••• P•••••••• F••• C•••••••••Pension disclosure
  11. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactW••••••••• S•••• I••••••••• B••••Pension disclosure
  12. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactW••••••••• S•••• I••••••••• B••••Pension disclosure
  13. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• P••••• E••••••••• R••••••••• S•••••Pension disclosure
  14. Dec 31, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• P••••• E••••••••• R••••••••• S•••••Pension disclosure
  15. Dec 9, 2025
  16. Jun 30, 2025
    ••• Locked
    LP commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Pension disclosure
  17. Jun 30, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Pension disclosure
  18. Jun 30, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Pension disclosure
  19. Jun 30, 2025
    ••• Locked
    LP commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Pension disclosure
  20. Jun 2, 2025
    ••• Locked
    LP commitment disclosedFactT•••••••• R••••••••• S••••• o• t•• S•••• o• I•••••••Pension disclosure
  21. May 28, 2025
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  22. May 28, 2025
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  23. Mar 31, 2025
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  24. Mar 21, 2025
    ••• Locked
    Growth investmentFactP•••Press release
  25. Feb 10, 2025
  26. Dec 5, 2024
  27. May 31, 2024
    ••• Locked
    LP commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Pension disclosure
  28. May 31, 2024
    ••• Locked
    LP commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Pension disclosure
  29. Sep 26, 2023
    ••• Locked
  30. Aug 3, 2022
    ••• Locked
  31. Jul 7, 2022
    ••• Locked
  32. Oct 5, 2021
    ••• Locked
  33. May 27, 2020
    ••• Locked
    LP commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Pension disclosure
  34. Dec 7, 2018
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  35. Apr 27, 2016
    ••• Locked
    LP commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Pension disclosure
  36. Feb 14, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

T•••• B•••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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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