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Y••••• W••• P•••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boston, MAy•••••••••.com

••• Locked

Regulatory AUM
$2.4B
Form ADV
PE fund assets
$2.1B
Form ADV
PE funds
10
Form ADV
Investments held
1 of 1
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (28)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: 15 of 15 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 16, 2013 to Jul 29, 2026
RAUM
$2.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$2.1Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.4Bevery private fund type, latest filing
2024 PE fund GAV
$2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-21, latest gav Private Equity Fund $2.1B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 15
Employees
17
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
consumer
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$15.0M to $100M
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
platform 1
period
to 2026-09-01, from 2026-09-01, undated holdings 0, dated observations 2
window
last 2026-09-01, first 2026-09-01
control
control 1
companies
1
geography
investments
1
seller kinds
founder 1
transactions
1
cadence by year
2026 platforms 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
1
disclosed value usd
n 1, max $1.0B, min $1.0B
sector distribution
count 1, share unknown, value healthcare services, examples Holistic Health
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value outpatient specialty clinics, examples Holistic Health

1 companies on the graph (1 transactions); most in healthcare services (1); 1 platforms and 0 add-ons; observed 2026 to 2026

Funds
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
Y••••• W••• C•••••••• S•••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$111M
as of Mar 21, 2024
no Form DUnknown
Y••••• W••• C•••••••• I••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$4.1M
as of Mar 21, 2024
no Form DEarly deployment
Y••••• W••• C•••••• P••••••• I••• L•••
ADV: Private Equity Fund
Buyout fund2021
first reported on Form ADV
$966M
as of Mar 21, 2024
no Form DActive deployment
Y••••• W••• C•••••••• J••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$15.9M
as of Mar 21, 2024
no Form DActive deployment
Y••••• W••• C•••••••• F••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$186M
as of Mar 21, 2024
no Form DMature
Y••••• W••• C•••••••• F••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$113M
as of Mar 21, 2024
no Form DMature
Y••••• W••• C•••••••• J••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$141M
as of Mar 21, 2024
no Form DUnknown
Y••••• W••• C•••••••• J••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$23.3M
as of Mar 21, 2024
no Form DUnknown
Y••••• W••• C•••••••• I•• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$5.8M
as of Mar 21, 2024
no Form DSuccessor fundraising
Y••••• W••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fund2017
first reported on Form ADV
$553M
as of Mar 21, 2024
no Form DMature
Y••••• W••• B•••• F•••••••• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$15.3M
as of Oct 1, 2018
no Form DWound down
Y••••• W••• B•••• A••••••••• 2••• L•
ADV: Private Equity Fund
buyout or unlabelled2012
year in the fund name
$68.3M
as of Oct 1, 2018
no Form DWound down
Y••••• W••• B•••• A••••••••• C••••••••• 2••• L•
ADV: Private Equity Fund
Co-investment vehicle2012
year in the fund name
$20.4M
as of Oct 1, 2018
no Form DWound down
Y••••• W••• O•• A••••••••• 2••• L•
ADV: Private Equity Fund
buyout or unlabelled2012
year in the fund name
$1.9M
as of Oct 20, 2016
no Form DWound down
Team
28 current, 2 former
Partner (9)
2 former (kept with end dates)
Portfolio
1 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
H••••••• H•••••PlatformactiveSep 1, 2026
transaction announcement
1 monthsD••• L••••• S••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Sep 1, 2026Platform acquisitionH••••••• H•••••Sponsor (confirmed)prnewswire.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
  • P•• P••••••• L• 2 shared · recurring · last Jan 1, 2021
Financial advisers (2)
  • P•••••• W••••••• P••••••• L•• 1 shared · one time · last Sep 1, 2026
  • C•••••••• G•••••• C•••• 1 shared · one time · last Sep 1, 2026
Legal advisers (1)
  • G•••••• P•••••• 1 shared · one time · last Sep 1, 2026
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
7 most recent
  1. Sep 1, 2026
  2. Jul 1, 2025
  3. Dec 2, 2024
  4. Oct 26, 2020
  5. Mar 19, 2018
  6. Jul 2, 2015
  7. May 16, 2013
Across the graphs

Y••••• W••• 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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