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C•••• I••••••••• L••••••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· St Peter Portc••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$686M
Form ADV
PE funds
8
Form ADV
Investments held
3 of 32
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
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: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.69bn Private Equity Fund GAV on the Form ADV filed 2024-05-21
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Aug 18, 2017 to May 21, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$686Mreported gross assets (Form ADV), not fund size
All private fund GAV
$686Mevery private fund type, latest filing
2024 PE fund GAV
$328Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-21, latest gav Private Equity Fund $686M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
Employees
unknown
Headquarters
St Peter Port, Guernsey
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
31 observed deals
Stated by the firm
Sectors
food beverage, agriculture, real estate
Geography
Global, Europe, Asia, United Kingdom
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
not stated or not yet read
Observed from deals on record
roles
add on 2, unknown 29, platform 1
period
to 2026-02-05, from 2017-01-01, undated holdings 1, dated observations 33
window
last 2026-02-05, first 2026-02-05
control
control 2, unknown 30
companies
31
geography
count 1, share 0.032, value CA
investments
32
seller kinds
transactions
2
cadence by year
2026 add ons 2
platform add on
add ons 2, platforms 1, add ons per platform unknown
sector known for
6
disclosed value usd
n 0
sector distribution
count 5, share 0.161, value agriculture, examples Vive Crop Protection, Burro, Saga Robotics, The Flavour Farm, count 1, share 0.032, value transportation logistics, examples Corvus Robotics
holding period years
n 0
repeat counterparties
subsector distribution
count 5, share 0.161, value agriculture, examples Vive Crop Protection, Burro, Saga Robotics, The Flavour Farm, count 1, share 0.032, value warehousing, examples Corvus Robotics

31 companies on the graph (2 transactions); most in agriculture (5); 1 platforms and 2 add-ons; observed 2017 to 2026

Funds
6 on record, 2 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••• C•••••••• I• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$2.7M
as of May 21, 2024
no Form DUnknown
C•••• E••••••••• F••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$82.7M
as of May 21, 2024
no Form DMature
C•••• E•••••• F••• L•••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$21.0M
as of May 21, 2024
no Form DHarvest
C•••• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$16.4M
as of May 21, 2024
no Form DActive deployment
C•••• C•••••••• I• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$110M
as of May 21, 2024
no Form DUnknown
C•••• C•••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$94.9M
as of May 21, 2024
no Form DMature
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
C•••• F••• L•••Private Equity Fund2017 to 2024
$358M
filed May 21, 2024
adviserinfo.sec.gov
C•••• C•••••••• I• L•••Private Equity Fund2018 to 2024
$8,743
filed May 21, 2024
adviserinfo.sec.gov
Team
0 current, 2 former
No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page. Former members on record are listed below.
2 former (kept with end dates)
Portfolio
32 relationships, 1 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••••••• o• F••••••••Add-onactiveFeb 5, 2026
transaction announcement
8 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••••• o• F••••••••Add-onactiveFeb 5, 2026
transaction announcement
8 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
4•• R•••••••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••• E•••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••• R•••••••Role unknownunknownJan 1, 2024
year stated on the firm's page
2.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••Role unknownunknownJan 1, 2024
year stated on the firm's page
2.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••Role unknownunknownJan 1, 2023
year stated on the firm's page
3.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••Role unknownunknownJan 1, 2023
year stated on the firm's page
3.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• F•••••• F•••Role unknownunknownJan 1, 2023
year stated on the firm's page
3.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• T••••PlatformactiveJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• N•••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••• C••• P•••••••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••••• S••••••••Role unknownunknownJan 1, 2022
year stated on the firm's page
4.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• F••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D•• B••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• I••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••• I•••Role unknownunknownJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••• R•••••••Role unknownunknownJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• K••••••• C••••••Role unknownunknownJan 1, 2020
year stated on the firm's page
6.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•• L•••••••••Role unknownunknownJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••Role unknownunknownJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• S••••• B•••• C••Role unknownunknownJan 1, 2019
year stated on the firm's page
7.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••Role unknownunknownJan 1, 2018
year stated on the firm's page
8.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• A••••••Role unknownunknownJan 1, 2017
year stated on the firm's page
9.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• R•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
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
5 most recent
  1. Sep 4, 2026
    Portfolio News C•••• E••••••••• exits AWM 04 September 2026
  2. Mar 31, 2026
    C•••• I••••••••• L••••••: Private Equity Funds on Form ADV 8 (2024 extract) -> 7 (roster 2026-09-01)
  3. Mar 23, 2026
    Portfolio News PSB appoints Elena Aguarón as Chief Executive Officer 23 March 2026
  4. Feb 5, 2026
    Portfolio News A••• T•••• announces acquisition of C•••••••• o• F•••••••• 5 February 2026
  5. Aug 18, 2017
    C•••• I••••••••• L•••••• first filed Form ADV in the extract (ERA)