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.

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Firms / P•••••• C•••••• A•••• M•••••••••

P•••••• C•••••• A•••• M•••••••••

Hybrid manager · probableLower middle marketAustin, TXp•••••••••SEC registered investment adviser
Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 12 distinct vehicles; hedge, securitized or liquidity vehicles 10
Size band
Lower middle marketdefined by: proxy: $0.59bn Private Equity Fund GAV on the Form ADV filed 2024-04-25
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 2 of 12 distinct vehicles; hedge, securitized or liquidity vehicles 10
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Apr 25, 2024
RAUM
$2.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$591Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.4Bevery private fund type, latest filing
2024 PE fund GAV
$591Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
17%
Fund type mix
filed 2024-04-25, latest gav Hedge Fund $817M, Private Equity Fund $591M, latest counts Hedge Fund 7, Private Equity Fund 2, lifetime distinct Hedge Fund 10, Private Equity Fund 2
Employees
18
Headquarters
Austin, TX
Office address
303 COLORADO STREET, STE 2050, Austin, TX, 78701
Business phone
512-327-9500
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
consumer
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
We acquire both performing and distressed residential and commercial real estate loans.
Observed from deals on record
roles
unknown 4
period
to unknown, from unknown, undated holdings 4, dated observations 0
window
last unknown, first unknown
control
unknown 4
companies
4
geography
investments
4
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.5, value financial services, examples Mortgage Loans, Alternative Fixed Income
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.5, value financial services, examples Mortgage Loans, Alternative Fixed Income

4 companies on the graph (0 transactions); most in financial services (2); no dated observations

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••• M•• O••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$515M
as of Apr 25, 2024
no Form DEarly deployment
P•••••• E•• M••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$76.5M
as of Apr 25, 2024
no Form DUnknown
Team
5 current, 2 former
2 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••••• F•••• I•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• L••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• S•••••••• R•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• C•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
2 relationships
Placement agents (2)
  • F••••••• F••• S•••••••• L•• 2 shared · recurring · last Jan 1, 2022
  • C••••••••• A••••••••• L•• 2 shared · recurring · last Jan 1, 2022
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
1 most recent
  1. Mar 30, 2012
    P•••••• C•••••• A•••• M••••••••• 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

P•••••• C•••••• A•••• M••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private 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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