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C••••••••• C•••••• M••••••••• L•

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Dallas, TXc•••••••••.com

••• Locked

Regulatory AUM
$736M
Form ADV
PE fund assets
$797M
Form ADV
PE funds
4
Form ADV
Investments held
15 of 17
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (25)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 · 3 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (3)
  1. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    c•••••••••.com
  2. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    c•••••••••.com
  3. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 23, 2019 to Mar 27, 2026
RAUM
$736Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$797Mreported gross assets (Form ADV), not fund size
All private fund GAV
$736Mevery private fund type, latest filing
2024 PE fund GAV
$797Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-27, latest gav Private Equity Fund $797M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
17
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
17 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
$40.0M to $200M
EBITDA
$5.0M to $20.0M
Enterprise value
up to $150M
Equity check
not stated or not yet read
Control
control
Thesis
••• Locked
Observed from deals on record
roles
unknown 14, platform 3
period
to 2025-08-07, from 2023-12-11, undated holdings 14, dated observations 6
window
last 2025-08-07, first 2023-12-11
control
control 3, unknown 14
companies
17
geography
investments
17
seller kinds
family 1
transactions
3
cadence by year
2023 platforms 1, 2024 platforms 1, 2025 platforms 1
platform add on
add ons 0, platforms 3, add ons per platform 0
sector known for
4
disclosed value usd
n 0
sector distribution
count 2, share 0.118, value consumer services, examples Mooring Usa, Kaemark, count 1, share 0.059, value business services, examples Family of local equipment rental companies throughout the Southeast, count 1, share 0.059, value specialty distribution, examples Distributor Wire and Cable
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.059, value carpet cleaning restoration, examples Mooring Usa, count 1, share 0.059, value equipment rental, examples Family of local equipment rental companies throughout the Southeast, count 1, share 0.059, value personal care services, examples Kaemark, count 1, share 0.059, value misc durable wholesale, examples Distributor Wire and Cable

17 companies on the graph (3 transactions); most in consumer services (2); 3 platforms and 0 add-ons; observed 2023 to 2025

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••••• C•••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$401M
as of Mar 27, 2024
no Form DEarly deployment
C••••••••• C•••••• R••••••• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$48.1M
as of Mar 27, 2024
no Form DEarly deployment
C••••••••• C•••••• R••••••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$46.6M
as of Mar 27, 2024
no Form DUnknown
C••••••••• C•••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$302M
as of Mar 27, 2024
no Form DUnknown
Team
25 current, 0 former
Managing partner (6)
Business development (1)
Platform (5)
Portfolio
17 relationships, 3 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
M•••••• U••PlatformactiveAug 7, 2025
transaction announcement
1.1 yearsB•• E•••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• W••• a•• C••••PlatformactiveDec 10, 2024
transaction announcement
1.8 yearsM••• S••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
H•••• I•••••••••PlatformactiveDec 11, 2023
transaction announcement
2.8 yearsB•••• H••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
1••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
1•••••• R••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••• F••••• O• C••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••••• W••• C•••• C••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
d••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• o• l•••• e•••••••• r••••• c•••••••• t••••••••• t•• S••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
G•••••• F•••• M•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••• O•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
K••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••• B•• 2•Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R• E•••••• R••••• G••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V••••• F••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Aug 7, 2025Platform acquisitionM•••••• U••Sponsor (confirmed)c•••••••••.com
Dec 10, 2024Platform acquisitionD••••••••• W••• a•• C••••Sponsor (confirmed)c•••••••••.com
Dec 11, 2023Platform acquisitionH•••• I•••••••••Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
1 relationships
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
9 most recent
  1. Aug 7, 2025
  2. Aug 7, 2025
  3. Dec 10, 2024
  4. Dec 10, 2024
  5. Jan 31, 2024
  6. Jan 9, 2024
  7. Dec 11, 2023
  8. Dec 11, 2023
  9. Sep 23, 2019
Across the graphs

C••••••••• C•••••• M••••••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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