Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / T••••••• A•••••••• L••

T••••••• A•••••••• L••

Buyout firmMiddle marketRaleigh, NCt•••••••.agSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.71bn Private Equity Fund GAV on the Form ADV filed 2024-05-23
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 2, 2019 to May 23, 2024
RAUM
$1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$1.7Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.7Bevery private fund type, latest filing
2024 PE fund GAV
$2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-23, latest gav Private Equity Fund $1.7B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
Employees
28
Headquarters
Raleigh, NC
Office address
301 HILLSBOROUGH STREET, STE 1020, Raleigh, NC, 27603
Business phone
919-307-4527
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 only invest in companies where our capital and operating expertise address a problem that, when solved, lead to growth and outperformance.
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
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T••••••• A••••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$796M
as of May 23, 2024
no Form DUnknown
T••••••• A••••••••• I•• ••••••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$280M
as of Mar 29, 2024
no reportingno Form DUnknown
T• M• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$382M
as of May 23, 2024
no Form DEarly deployment
T••••••• I• C••• L•
ADV: Private Equity Fund
SPV2021
first reported on Form ADV
$36.5M
as of May 23, 2024
no Form DUnknown
T••••••• A••••••••• I•• L•
ADV: Private Equity Fund
SPVunknown$364M
as of May 23, 2024
no Form DSuccessor fundraising
T••••••• A• L••••• H•••••••• L••
ADV: Private Equity Fund
SPVunknown$134M
as of May 23, 2024
no Form DActive deployment
Team
42 current, 0 former
Managing partner (5)
Associate (6)
Operating partner (5)
Investor relations (1)
Platform (8)
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
1 relationships
Placement agents (1)
  • F••••••••• E••••• C•••••• L•• 5 shared · very strong · last Jan 1, 2024
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. Mar 31, 2026
    T••••••• A•••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 8 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Oct 2, 2019
    T••••••• A•••••••• L•• first filed Form ADV in the extract (ERA)
    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

T••••••• A•••••••• 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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