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C••••• H••• I••••••••• M••••••••• L••

CandidateClassification candidateunsizedSEC registered investment adviser· New York, NYc•••••••••.com

••• Locked

Regulatory AUM
$84.3M
Form ADV
PE fund assets
Not established
PE funds
0
Form ADV
Investments held
0 of 4
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (17)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 basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 4 Private Equity Fund(s) among 30 vehicles; no rule fired
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 4 Private Equity Fund(s) among 30 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 6, 2013 to Mar 29, 2024
RAUM
$84.3Mregulatory 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
$84.3Mevery 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
13%
Fund type mix
filed 2024-03-29, latest gav Real Estate Fund $84.3M, latest counts Real Estate Fund 7, lifetime distinct Hedge Fund 9, Real Estate Fund 17, Private Equity Fund 4
Employees
53
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
Sectors
real estate
Geography
United States, Northeast, Mid-Atlantic
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
••• Locked
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 transportation logistics, examples Terminal Warehouse
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.25, value warehousing, examples Terminal Warehouse

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

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
4•• S••••••••• A••••• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$4.5M
as of Mar 31, 2014
no Form DUnknown
N• P•••••••• J•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$21.3M
as of Mar 31, 2014
no Form DEarly deployment
1•• S••••• A•••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$21.3M
as of Mar 31, 2014
no Form DUnknown
N••••••• S•••• • E•• I••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$10.8M
as of Mar 31, 2014
no Form DEarly deployment
Team
17 current, 4 former
Platform (10)
4 former (kept with end dates)
Portfolio
4 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
5•• L••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
7•• B•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
8•• B•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••• W••••••••Role unknownexitedunknownunknownunknownFact 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
1 relationships
Placement agents (1)
  • M•••••• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2013
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
2 most recent
  1. Sep 1, 2026
  2. Jun 6, 2013
Across the graphs

C••••• H••• I••••••••• M••••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real Estate Funds1

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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