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C•••••••• I••••••••• M••••••••• L••

Fund of fundsClassification probableMiddle marketSEC registered investment adviser· Conshohocken, PAc••••••••.com

••• Locked

Regulatory AUM
$1.8B
Form ADV
PE fund assets
$1.5B
Form ADV
PE funds
11
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (22)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 basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 9 of 10 admitted vehicles carry the sworn fund-of-funds flag
Size band
Middle marketdefined by: proxy: $1.46bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 9 of 10 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 27, 2015 to Aug 28, 2026
RAUM
$1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$1.5Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.8Bevery private fund type, latest filing
2024 PE fund GAV
$1.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-25, latest gav Private Equity Fund $1.5B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
Employees
16
Headquarters
Conshohocken, 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
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
$10.0M to $50.0M
Control
not stated or not yet read
Thesis
••• Locked
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
10 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••• S•••••••• ••••• I•• L•••
ADV: Private Equity Fund
Fund of funds2023
first reported on Form ADV
$160M
as of Mar 25, 2024
no Form DEarly deployment
C••••••• F••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$152M
as of Mar 25, 2024
no Form DEarly deployment
C•••••••• S•••••••• ••••• C••••••• L•••
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$291M
as of Mar 25, 2024
no Form DUnknown
C•••••••• S•••••••• •••••• L•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$193M
as of Mar 25, 2024
no Form DActive deployment
C•••••••• S••••• A••••• S•• L•••
ADV: Private Equity Fund
Fund of funds2021
first reported on Form ADV
$33.8M
as of Mar 25, 2024
no Form DUnknown
C•••••••• F••• I•• L•
ADV: Private Equity Fund
Fund of funds2020
first reported on Form ADV
$206M
as of Mar 25, 2024
no Form DActive deployment
C•••••••• D••••• A•••••• L•
ADV: Private Equity Fund
Fund of funds2020
first reported on Form ADV
$55.1M
as of Mar 25, 2024
no Form DActive deployment
C•••••••• F••• I• ••••••••• L•
ADV: Private Equity Fund
Fund of funds2018
first reported on Form ADV
$36.2M
as of Mar 25, 2024
no Form DMature
C•••••••• F••• I• L•••
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$134M
as of Mar 25, 2024
no Form DMature
C•••••••• S•••••••• L••• S••••• A••••
ADV: Private Equity Fund
Fund of fundsunknown$194M
as of Mar 25, 2024
no Form DMature
Team
22 current, 1 former
Partner (6)
Investor relations (1)
1 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
3 relationships
Placement agents (3)
  • M••••• S•••••• 2 shared · recurring · last Jan 1, 2018
  • X• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2020
  • G••••••• C•••••• L•• 1 shared · one time · last Jan 1, 2024
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
14 most recent
  1. Sep 15, 2026
  2. Sep 15, 2026
  3. Sep 15, 2026
  4. Sep 15, 2026
  5. Sep 15, 2026
  6. Sep 15, 2026
  7. Sep 15, 2026
  8. Sep 15, 2026
  9. Aug 28, 2026
  10. Dec 28, 2022
  11. Jul 11, 2019
  12. May 19, 2017
  13. Nov 3, 2016
  14. Aug 27, 2015
Across the graphs

C•••••••• I••••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA 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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