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L•• F••• S•••••••• L••
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· Iselin, NJl••••••••.com
Hybrid manager, based in Iselin, NJ.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $151M
- PE fund assets
- $92.5M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- RAUM $151M
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 2 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 2
- Size band
- Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-09-03
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: P•••••• Equity Funds are 2 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 2, 2012 to Mar 19, 2026
- RAUM
- $151Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $92.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $252Mevery private fund type, latest filing
- 2024 PE fund GAV
- $92.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 33%
- Fund type mix
- filed 2024-09-03, latest gav Hedge Fund $5.0M, Other Private Fund $14.6M, Private Equity Fund $92.5M, latest counts Hedge Fund 1, Other Private Fund 1, Private Equity Fund 2, lifetime distinct Hedge Fund 1, Other Private Fund 2, Private Equity Fund 2, Securitized Asset Fund 1
- Employees
- 7
- Headquarters
- Iselin, NJ
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
- not stated or not yet read
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•• O••••••••• Z••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.1M as of Sep 3, 2024 | no Form D | Early deployment | |
| P•••••• I••••••••• A•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $81.4M as of Sep 3, 2024 | no Form D | Unknown |
Team
3 current, 7 former
Managing partner (1)
Platform (2)
- J•• D• R••••• · Chief Financial Officer · since Oct 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• D••••• T•••• · Chief Compliance Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- C••••••••• M••• T••••• · Managing Director/Member · Mar 1, 2015 to Mar 30, 2018 Inference
- E••• S•••• K••• · Managing Director/Member · Mar 1, 2015 to Apr 1, 2015 Inference
- G••••• A•••••• D••••• · Managing Director/Member · Oct 1, 2012 to Mar 30, 2018 Inference
- K•••••• F•••••• D•••• · Partner · Nov 1, 2012 to Mar 30, 2021 Inference
- M•••••• A•••••• B•••••••• · Partner · Oct 1, 2017 to Mar 30, 2021 Inference
- E••• S•••• K••• · Cco · Dec 1, 2020 to Mar 9, 2022 Inference
- P•••• F•••• M•••••••• · Chief Compliance Officer · Jun 1, 2014 to Mar 27, 2019 Inference
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
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
1 most recent
- Jul 2, 2012••• Locked
Across the graphs
L•• F••• S•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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