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S••••••••• R••••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TXs•••••••••.com

Buyout firm, based in Dallas, TX.

Composed from this firm's filed classification and location. It has no published description on record.

Regulatory AUM
$247M
Form ADV
PE fund assets
$258M
Form ADV
PE funds
7
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (5)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: 14 of 14 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2024-12-06
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 1, 2017 to Mar 31, 2026
RAUM
$247Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$258Mreported gross assets (Form ADV), not fund size
All private fund GAV
$247Mevery private fund type, latest filing
2024 PE fund GAV
$265Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-06, latest gav Private Equity Fund $258M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 14
Employees
49
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
technology
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
••• Locked
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
14 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
D••• T•••• I••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$7.0M
as of Mar 30, 2024
no Form DUnknown
S•• O••••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$40.7M
as of Dec 6, 2024
no Form DUnknown
J••••••• R••••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$22.4M
as of Dec 6, 2024
no Form DHarvest
Y•••• C••••••••• P•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$21.9M
as of Dec 6, 2024
no Form DActive deployment
S•• V••••••• 2•••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
year in the fund name
$7.9M
as of Mar 31, 2023
no Form DWound down
S•• V••••••• 2•••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
year in the fund name
$17.9M
as of Dec 6, 2024
no Form DHarvest
S••••••••• T••••••• O••••••• M••••••• P••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$11.5M
as of Dec 6, 2024
no Form DMature
S•• C•• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$684,399
as of Jan 5, 2022
no Form DWound down
S•• C•• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$380,424
as of Jan 5, 2022
no Form DWound down
S•• O••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$93.2M
as of Dec 6, 2024
no Form DHarvest
S•••••• P••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$50.6M
as of Dec 6, 2024
no Form DHarvest
S•••• I• C••••••••• P•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$4.8M
as of Oct 4, 2019
no Form DWound down
S•• V••••••• 2•••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
year in the fund name
$60,039
as of Mar 31, 2023
no Form DWound down
S••••••••• L•• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$185,579
as of Jan 5, 2022
no Form DWound down
Team
5 current, 2 former
2 former (kept with end dates)
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
2 relationships
Placement agents (2)
  • M••••• S•••••• 2 shared · recurring · last Jan 1, 2019
  • M••••• P•••• C••••••• L•• 1 shared · one time · last Jan 1, 2021
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
1 most recent
  1. Sep 1, 2017
Across the graphs

S••••••••• R••••••• 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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