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P•••••• C••••••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Charlotte, NC

••• Locked

Regulatory AUM
$5.3B
Form ADV
PE fund assets
$5.3B
Form ADV
PE funds
7
Form ADV
Investments held
31 of 32
DFX transaction tape
Deals, last 12 months
4
DFX transaction tape
Funds and vehiclesTeam (58)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 · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
20 of 20 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $5.30bn Private Equity Fund GAV on the Form ADV filed 2026-03-27
Strategies
Secondaries
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    20 of 20 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    18 of 18 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
Registered investment adviser
Form ADV filings
Feb 15, 2012 to Mar 27, 2026
RAUM
$5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$5.3Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.3Bevery private fund type, latest filing
2024 PE fund GAV
$5.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 7 funds, $5.3B reported gross assets, 20 ever reported
Form ADV filed Mar 27, 2026
Employees
40
Headquarters
Charlotte, NC
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
32 observed deals
Stated by the firm
Sectors
Business services, healthcare, software, media telecom
Geography
not stated or not yet read
Revenue
$10.0M to $150M
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$50.0M to $200M
Control
Majority
Thesis
not stated or not yet read
Observed from deals on record
On record
32 companies, 32 holdings, 7 transactions
Period
2025 to 2026 (14 dated observations, 25 holdings undated)
Most deals
Software (8 of 32, e.g. Profisee and EHS Insight), media telecom (4 of 32), financial services (2 of 32) and 5 more
Subsectors
Software (8 of 32), media telecom (4 of 32), financial services (2 of 32), education (1 of 32) and 4 more
Deal roles
4 platforms, 4 add-ons, 24 with role not stated
Add-ons per platform
1 add-ons per platform
Control
5 control, 27 not stated
Where
Ny (1 of 32)
By year
2025: 2 add-ons, 2 other deals; 2026: 2 add-ons, 1 other deal
Repeat counterparties
A••••• • B••• (legal adviser) on 5 deals, G•••••• P•••••• (legal adviser) on 2 deals and W•••••• • G••••••• L•• (legal adviser) on 2 deals

32 companies on the graph (7 transactions); most in software (8); 4 platforms and 4 add-ons; observed 2025 to 2026

Funds
22 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••• C•••••• I•• C••••••••• F•••• L•••
ADV: Private Equity Fund
Continuation vehicle2024
first reported on Form ADV
$750M
as of Mar 27, 2026
$0Early deployment
P•••••• C•••••• V• L•
ADV: Private Equity Fund
buyout or unlabelled2020
Form D first sale
$1.6B
as of Mar 27, 2026
no Form DActive deployment
P• I• B•• H••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$98.7M
as of Mar 25, 2021
no Form DWound down
P• I• C•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$93.8M
as of Mar 25, 2021
no Form DWound down
P• I• D•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$46.1M
as of Mar 25, 2021
no Form DWound down
P•••••• C•••••• V• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2020
Form D first sale
$25.0M
as of Mar 27, 2026
$20.2MActive deployment
P• I• S•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$80.3M
as of Mar 25, 2021
no Form DWound down
P•••••• C•••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.1B
as of Mar 27, 2026
no Form DUnknown
P• I• C•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$83.3M
as of Mar 25, 2021
no Form DWound down
P•••••• C•••••• I• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2018
first reported on Form ADV
$18.2M
as of Mar 27, 2026
no Form DUnknown
P• I•• P•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$0
as of Mar 25, 2021
no Form DWound down
P• I•• C•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$151M
as of Mar 29, 2019
no Form DWound down
P• I•• D•• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$63.4M
as of Mar 30, 2017
no Form DWound down
P•••••• C•••••• I•• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallel2015
first reported on Form ADV
$5.5M
as of Mar 28, 2023
no Form DWound down
P•••••• C•••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$452M
as of Mar 28, 2023
no Form DWound down
P•••••• C•••••• C•••••••• F••• I•• L•••
ADV: Private Equity Fund
Co-investment vehicle2010
Form D first sale
$0
as of Jul 20, 2022
no Form DWound down
P•••••• C•••••• V•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.8B
as of Mar 27, 2026
$0Unknown
P•••••• C•••••• V• E•••••••• F•••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$19.4M
as of Mar 27, 2026
$0Unknown
P•••••• C•••••• S•••••••• F•••• L•••
ADV: Private Equity Fund
Secondaries fundunknown$588,579
as of Mar 30, 2017
no Form DWound down
P•••••• C•••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Jul 20, 2022
no Form DWound down
P•••••• S•••• F•••buyout or unlabelledunknownunknownno reportingno Form DUnknown
H••••• I••••••••• L••buyout or unlabelledunknownunknownno reporting$0Unknown
Team
46 current, 0 former
Partner (5)
Principal (1)
Vice president (6)
Associate (8)
Operating partner (1)
Business development (1)
Board or advisory (4)
Platform (11)
Other (9)
Portfolio
32 relationships, 4 platforms, 4 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S•••• A•
add-on to S••••••
Add-onactiveApr 2, 2026
transaction announcement
6 monthsunknownFact Press release
R•••••
add-on to P••••••
Add-onactiveJan 15, 2026
transaction announcement
8 monthsunknownFact Press release
C••••••••Role unknownactiveJan 14, 2026
transaction announcement
8 monthsW••••• S•••••• (confirmed)Fact Firm website
E•• I••••••PlatformactiveDec 9, 2025
transaction announcement
10 monthsunknownFact Firm website
g••••••Role unknownactiveJul 17, 2025
transaction announcement
1.2 yearsC••••••••• F•••• (confirmed)Fact Firm website
I•••••• T•••••
add-on to O•• H••• C•••••• M••••••••• L••
Add-onactiveJul 8, 2025
transaction announcement
1.2 yearsA••••• T••••• (confirmed)Fact Press release
S••••• T••••••
add-on to O•• H••• C•••••• M••••••••• L••
Add-onactiveJul 8, 2025
transaction announcement
1.2 yearsA••••• T••••• (confirmed)Fact Press release
A••••••Role unknownactiveunknownunknownunknownFact Firm website
A••••Role unknownexited
exited Dec 17, 2025
unknownunknownunknownFact Firm website
B••• T•••••••••Role unknownactiveunknownunknownunknownFact Firm website
B••••••• H•••••••••Role unknownactiveunknownunknownunknownFact Firm website
B••Role unknownactiveunknownunknownunknownFact Firm website
C•••• I••••••••• I•••Role unknownactiveunknownunknownunknownFact Firm website
C•••••••••Role unknownactiveunknownunknownunknownFact Firm website
D•••• I•••••••Role unknownactiveunknownunknownunknownFact Firm website
H•••••••••Role unknownactiveunknownunknownunknownFact Firm website
I••••• T•••••••••Role unknownactiveunknownunknownunknownFact Firm website
I••••Role unknownactiveunknownunknownunknownFact Firm website
K•• D••• D••••••••Role unknownactiveunknownunknownunknownFact Firm website
M•••••Role unknownactiveunknownunknownunknownFact Firm website
M••••••••Role unknownactiveunknownunknownunknownFact Firm website
O•• H••• C•••••• M••••••••• L••PlatformactiveunknownunknownunknownFact Press release
O••••• P••••••••Role unknownactiveunknownunknownunknownFact Firm website
P••••••••Role unknownactiveunknownunknownunknownFact Firm website
P•••••••Role unknownactiveunknownunknownunknownFact Firm website
P••••••PlatformactiveunknownunknownunknownFact Firm website
S••••• • I••••••Role unknownactiveunknownunknownunknownFact Firm website
S••••••PlatformactiveunknownunknownunknownFact Firm website
U• E••Role unknownactiveunknownunknownunknownFact Firm website
V•••• N•••••••Role unknownactiveunknownunknownunknownFact Firm website
W•••• 5•Role unknownactiveunknownunknownunknownFact Firm website
Y••• P•••••••• C•••••••••Role unknownactiveunknownunknownunknownFact Firm website
Transactions
9 on record
DateTypeTargetThis firm’s roleSource
Apr 2, 2026Add-on acquisitionS•••• A•Sponsor (derived)p•••••••••.com
Jan 15, 2026Add-on acquisitionR•••••Sponsor (confirmed)p•••••••••.com
Jan 14, 2026Growth investmentC••••••••Sponsor (confirmed)p•••••••••.com
Dec 17, 2025Exit to a strategic buyerA••••Seller (confirmed)p•••••••••.com
Dec 9, 2025Majority recapitalizationE•• I••••••Sponsor (confirmed)p•••••••••.com
Jul 17, 2025Growth investmentg••••••Sponsor (confirmed)p•••••••••.com
Jul 8, 2025Growth investmentS••••• T••••••Sponsor (confirmed)p•••••••••.com
Jul 8, 2025Growth investmentI•••••• T•••••Sponsor (confirmed)p•••••••••.com
Sep 11, 2018Exit to a strategic buyerP••••••••Strategic acquirer (confirmed)farolam.com
Placement agents, lenders, advisers and co-investors
15 relationships
Placement agents (2)
  • U•• S••••••••• L•• 3 shared · strong · last Dec 16, 2024
  • E••••••• G•••• L••••• 2 shared · recurring · last Jan 1, 2024
Financial advisers (5)
  • H••••••• L•••• 2 shared · recurring · last Jul 8, 2025
  • M••••• P••••••• 1 shared · one time · last Jan 14, 2026
  • L•••••• I••••••••• L•• 1 shared · one time · last Dec 9, 2025
  • V•••• P•••• A••••••• 1 shared · one time · last Jul 17, 2025
  • B••• S••••• G•••• L•• 1 shared · one time · last Jul 8, 2025
Legal advisers (7)
  • A••••• • B••• 5 shared · very strong · last Jan 14, 2026
  • W•••••• • G••••••• L•• 2 shared · recurring · last Jul 8, 2025
  • G•••••• P•••••• 2 shared · recurring · last Dec 9, 2025
  • B•••• L•• 1 shared · one time · last Jul 8, 2025
  • S••••• A••••• L•• 1 shared · one time · last Dec 9, 2025
  • F•• R••••••••• L•• 1 shared · one time · last Jan 14, 2026
  • S•••••• L•• 1 shared · one time · last Jul 8, 2025
Co-investors (1)
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
17 most recent
  1. Apr 2, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Mar 27, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  3. Jan 15, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Jan 14, 2026
    ••• Locked
    Growth investmentFactC••••••••Press release
  5. Jan 14, 2026
    ••• Locked
    Firm newsFactFirm website
  6. Jan 6, 2026
    ••• Locked
    Firm newsFactFirm website
  7. Dec 17, 2025
    ••• Locked
    ExitFactA••••Press release
  8. Dec 17, 2025
    ••• Locked
    Firm newsFactFirm website
  9. Dec 9, 2025
    ••• Locked
    Platform investmentFactE•• I••••••Press release
  10. Dec 9, 2025
    ••• Locked
    Firm newsFactFirm website
  11. Jul 17, 2025
    ••• Locked
    Growth investmentFactg••••••Press release
  12. Jul 17, 2025
    ••• Locked
    Firm newsFactFirm website
  13. Jul 8, 2025
    ••• Locked
    Firm newsFactFirm website
  14. Jul 8, 2025
    ••• Locked
    Firm newsFactFirm website
  15. May 6, 2025
    ••• Locked
    Firm newsFactFirm website
  16. Mar 10, 2025
    ••• Locked
    Firm newsFactFirm website
  17. Feb 15, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

P•••••• C•••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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