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B••••••• P•••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Greenwich, CTb•••••••••.com

••• Locked

Regulatory AUM
$2.5B
Form ADV
PE fund assets
$1.7B
Form ADV
PE funds
3
Form ADV
Investments held
4 of 4
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (23)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 · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.72bn Private Equity Fund GAV on the Form ADV filed 2024-09-12
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Sep 12, 2024
RAUM
$2.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$1.7Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.7Bevery private fund type, latest filing
2024 PE fund GAV
$1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-09-12, latest gav Private Equity Fund $1.7B, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 6
Employees
11
Headquarters
Greenwich, CT
Office address
••• Locked
Business phone
••• Locked
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
$25.0M to $1.0B
Equity check
not stated or not yet read
Control
majority
Thesis
not stated or not yet read
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
1
disclosed value usd
n 0
sector distribution
count 1, share 0.25, value industrial manufacturing, examples Carolina Beverage Group
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.25, value beverage manufacturing, examples Carolina Beverage Group

4 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B••••••• P••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$101M
as of Sep 12, 2024
no Form DUnknown
B••••••• P•••••••• V••• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.1B
as of Sep 12, 2024
no Form DUnknown
B••••••• P••••••• V•• L•••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$490M
as of Sep 12, 2024
no Form DHarvest
B••••••• P••••••• I• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$5.7M
as of Mar 31, 2022
no Form DWound down
B••••••• P••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.1M
as of May 16, 2023
no Form DWound down
B••••••• P••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 29, 2018
no Form DWound down
Team
23 current, 8 former
Partner (6)
Platform (5)
8 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C••••••• B••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••• F••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• P•••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••• M•••••• F••••Role unknownactiveunknownunknownunknownFact 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
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. Feb 13, 2012
    B••••••• P••••••• 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

B••••••• P••••••• 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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