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C•••••• I••••••• S••••••• I••

Venture firm with private equity activityClassification probableunsizedSEC registered investment adviser· Wyomissing, PAc•••••••••.com

••• Locked

Regulatory AUM
$1.3B
Form ADV
PE fund assets
Not established
PE funds
0
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (33)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 basisVenture firm with private equity activity · 1 in historyShow
Class
Venture firm with private equity activityprobable, confidence 70%
Basis
R3: 2 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Venture firm with private equity activity (probable, 70%, cls-pe-1)
    R3: 2 sworn Venture Capital Funds against 0 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 31, 2026
RAUM
$1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$147Mevery 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
0%
Fund type mix
filed 2024-10-22, latest gav Hedge Fund $8.1M, Other Private Fund $103M, Venture Capital Fund $25.5M, latest counts Hedge Fund 1, Other Private Fund 6, Venture Capital Fund 2, lifetime distinct Hedge Fund 1, Other Private Fund 7, Venture Capital Fund 2
Employees
9
Headquarters
Wyomissing, PA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
United States
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
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•• B••••••• I••••••••• P••••••• I•
ADV: Other Private Fund
buyout or unlabelled2017
first reported on Form ADV
$9.0M
as of Oct 22, 2024
no Form DMature
C•• H••••• G••••• P•••••••
ADV: Other Private Fund
Growth fundunknown$26.1M
as of Oct 22, 2024
no Form DMature
C•• B••••••• I••••••••• P•••••••
ADV: Other Private Fund
buyout or unlabelledunknown$24.8M
as of Oct 22, 2024
no Form DMature
C•• I••••• • G••••• P•••••••
ADV: Other Private Fund
Growth fundunknown$22.7M
as of Oct 22, 2024
no Form DUnknown
C•• I•••• O•••••••• P•••••••
ADV: Other Private Fund
buyout or unlabelledunknown$10.8M
as of Oct 22, 2024
no Form DHarvest
C•• M••••••• G••••• P•••••••
ADV: Hedge Fund
Growth fundunknown$8.1M
as of Oct 22, 2024
no Form DHarvest
C•• A••••••••• I••••••••• P•••••••
ADV: Other Private Fund
buyout or unlabelledunknown$1.6M
as of Nov 6, 2018
no Form DWound down
Team
33 current, 4 former
Managing partner (4)
Principal (5)
Vice president (13)
Platform (8)
4 former (kept with end dates)
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
Across the graphs

C•••••• I••••••• S••••••• I•• is the same institution as 2 records in Venture Capital and RIA and Wealth.

Venture Capital1RIA 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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