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Firms / L•••••• P••• C•••••• M••••••••• L••

L•••••• P••• C•••••• M••••••••• L••

Buyout firmLower middle marketBoston, MAl•••••••••.comSEC registered investment adviser

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Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.62bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 7 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
Apr 4, 2018 to Mar 26, 2024
RAUM
$623Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$623Mreported gross assets (Form ADV), not fund size
All private fund GAV
$623Mevery private fund type, latest filing
2024 PE fund GAV
$623Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-26, latest gav Private Equity Fund $623M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 7
Employees
11
Headquarters
Boston, MA
Office address
177 HUNTINGTON AVE, 20TH FLOOR, Boston, MA, 02115
Business phone
(617) 765-4770
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
not stated or not yet read
Control
not stated or not yet read
Thesis
We partner with high quality asset management firms to solve succession, liquidity and other capital needs.
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
L•••••• P••• C••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$509M
as of Mar 26, 2024
no Form DActive deployment
L•• L•••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$95.7M
as of Mar 26, 2024
no Form DUnknown
L•• A•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$12.8M
as of Mar 26, 2024
no Form DHarvest
L•• W•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$7.3M
as of Nov 12, 2021
no Form DWound down
L•• H••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$4.2M
as of Mar 26, 2024
no Form DHarvest
L•• W••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.7M
as of Mar 26, 2024
no Form DHarvest
L•• E•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$138,969
as of Mar 30, 2020
no Form DWound down
Team
15 current, 2 former
Platform (6)
2 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
3 most recent
  1. Dec 11, 2025
    The L••••• Company recognized in Pensions & Investments’ Best Places to Work in Money Management
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jan 20, 2025
    The L••••• Company recognized in Pensions & Investments’ Best Places to Work in Money Management – December 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Apr 4, 2018
    L•••••• P••• C•••••• M••••••••• 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

L•••••• P••• C•••••• 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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