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 / S••••• C•••••• P•••••••• L••

S••••• C•••••• P•••••••• L••

CandidateLower middle marketUSs•••••••••.comSEC registered investment adviser

An unrelenting financial partner to disruptive consumer brands, providing flexible capital and operational support for long-term success.

Classification
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 4 Private Equity Fund(s) among 13 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.37bn Private Equity Fund GAV on the Form ADV filed 2024-04-19
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 4 P•••••• Equity Fund(s) among 13 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 8, 2020 to Apr 19, 2024
RAUM
$992Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$369Mreported gross assets (Form ADV), not fund size
All private fund GAV
$740Mevery private fund type, latest filing
2024 PE fund GAV
$369Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
31%
Fund type mix
filed 2024-04-19, latest gav Other Private Fund $371M, Private Equity Fund $369M, latest counts Other Private Fund 8, Private Equity Fund 4, lifetime distinct Other Private Fund 9, Private Equity Fund 4
Employees
6
Business phone
310-425-3000
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
Sectors
consumer, transportation logistics
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 invest across the consumer value chain, partnering with businesses where our sector expertise and capital flexibility supports investment outcomes.
Observed from deals on record
roles
unknown 19
period
to unknown, from unknown, undated holdings 19, dated observations 0
window
last unknown, first unknown
control
unknown 19
companies
19
geography
investments
19
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

19 companies on the graph (0 transactions); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• C••••••• O••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$11.0M
as of Apr 19, 2024
no Form DUnknown
S••••• C••••••• O••••••••• F••• I•••• L•••
ADV: P•••••• Equity Fund
Feeder or parallel2023
first reported on Form ADV
$4.6M
as of Apr 19, 2024
no Form DUnknown
S••••• C••••••• O••••••••• F••• I• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$272M
as of Apr 19, 2024
no Form DMature
S••••• C••••••• O••••••••• F••• I••• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$80.8M
as of Apr 19, 2024
no Form DMature
Team
25 current, 0 former
Managing partner (10)
Vice president (1)
Business development (1)
Platform (9)
Portfolio
19 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
A•• I•••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
B•••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
C••• R•••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
C••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
F•••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
F•••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
H••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
J••• E••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
L••••• E••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
L•••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
M•••••• B•••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
M••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
P•••• E••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
P•••••• S•••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
R••••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
R••• t•• R•••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
S••• F•••• A•••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
S•• L• T••••Role unknownactiveunknownunknownunknownFact I•••••ment organization websites (team, portfolio, strategy, criteria, news)
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••••••••• P•••••• C•••••• G•••• 2 shared · recurring · 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
4 most recent
  1. Apr 27, 2026
    Featured STORY3 Capital Makes Significant New I•••••ment in B••••• April 27, 2026
    Firm newsFactI•••••ment organization websites (team, portfolio, strategy, criteria, news)
  2. Mar 6, 2026
    March 6, 2026 STORY3 Capital Partners Completes Successful Exit of Its Structured I•••••ment In Global Luxury Brand Deal Exit Announcement READ MORE
    Firm newsFactI•••••ment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 21, 2025
    August 21, 2025 R••• t•• R••••• Announces Growth Recapitalization and Strategy Expansion R••• t•• R••••• READ MORE
    Firm newsFactI•••••ment organization websites (team, portfolio, strategy, criteria, news)
  4. Dec 8, 2020
    S••••• C•••••• P•••••••• 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

S••••• C•••••• P•••••••• L•• is the same institution as 2 records in Venture Capital and RIA and Wealth.

Venture Capital1RIA 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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