The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

I•••••••• P•••••••• L•

Hybrid managerClassification probableMiddle marketSEC registered investment adviser· Santa Monica, CAi•••••••••.com

••• Locked

Regulatory AUM
$11B
Form ADV
PE fund assets
$1.8B
Form ADV
PE funds
11
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (6)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 basisHybrid manager · 1 in historyShow
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 11 of 43 distinct vehicles; hedge, securitized or liquidity vehicles 30
Size band
Middle marketdefined by: proxy: $1.76bn Private Equity Fund GAV on the Form ADV filed 2024-05-14
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 11 of 43 distinct vehicles; hedge, securitized or liquidity vehicles 30
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 15, 2021 to May 14, 2024
RAUM
$11Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$1.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$11Bevery private fund type, latest filing
2024 PE fund GAV
$1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
26%
Fund type mix
filed 2024-05-14, latest gav Hedge Fund $639M, Other Private Fund $9.5M, Private Equity Fund $1.8B, Securitized Asset Fund $8.6B, latest counts Hedge Fund 3, Other Private Fund 2, Private Equity Fund 11, Securitized Asset Fund 21, lifetime distinct Hedge Fund 3, Other Private Fund 2, Private Equity Fund 11, Securitized Asset Fund 27
Employees
45
Headquarters
Santa Monica, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
industrials, healthcare, technology, consumer, transportation logistics, media telecom, chemicals materials, packaging, hospitality leisure
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
I•••••••• S•••••••• M••••••••• F••• I•• S•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$156M
as of May 14, 2024
no Form DUnknown
I••• I•••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$117M
as of May 14, 2024
no Form DUnknown
I•••••••• S•••••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$415M
as of May 14, 2024
no Form DEarly deployment
I•••••••• S•••••• S••• L•••
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$120M
as of May 14, 2024
no Form DUnknown
I•••••••• M••••••• O••••••••• I•••••••• ••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$18.2M
as of May 14, 2024
no Form DUnknown
I•••••••• B•• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$62.3M
as of May 14, 2024
no Form DEarly deployment
K••• E••••• A••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$571M
as of May 14, 2024
no Form DUnknown
K•••• S•••••••• F•••• L•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$244M
as of May 14, 2024
no Form DUnknown
I••• I•••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$46.7M
as of May 14, 2024
no Form DUnknown
K•••• S•••••••• M••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$8.8M
as of May 14, 2024
no Form DUnknown
K••• L••• A••••••••• L•••
ADV: Private Equity Fund
Credit fund2021
first reported on Form ADV
$0
as of May 14, 2024
no Form DUnknown
Team
6 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
3 relationships
Placement agents (3)
  • B••••••••• C•••••• S••••••••• B•• L• 2 shared · recurring · last Jan 1, 2024
  • T••• A•••••••• C•••••• P•• L•• 1 shared · one time · last Jan 1, 2024
  • A••••••• C•••••• G••••• L•• 1 shared · one time · last Jan 1, 2019
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 315416 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. Jun 15, 2021
    I•••••••• P•••••••• L• 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

I•••••••• P•••••••• L• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA 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.

Checking your plan…