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S•• C•••••• A•••••••• L•••

Buyout firmClassification probableUpper middle marketSEC registered investment adviser· Boca Raton, FL

••• Locked

Regulatory AUM
$5.8B
Form ADV
PE fund assets
$5.8B
Form ADV
PE funds
14
Form ADV
Investments held
109 of 112
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
As of · identity and classification; each section below carries its own date

What matters now

  1. +1
    funds on Form ADV

    Private equity funds on its Form ADV went from 13 to 14 (+1).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
Own website statement
Size band
Upper middle marketdefined by: proxy: $6.59bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (2)
  1. Sep 13, 2026
    Buyout firm (probable, 80%)
    Own website statement
    ••• Locked
    s•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    16 of 19 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $5.8B · 14 PE funds · filed Jun 23, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Feb 9, 2012 to Jun 23, 2026
RAUM
$5.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
14
PE fund GAV, latest filing
$5.8Breported gross assets (Form ADV), not fund size
All private fund GAV
$5.8Bevery private fund type, latest filing
2024 PE fund GAV
$5.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
86%
Fund type mix
  • Private equity fund: 14 funds, $5.8B reported gross assets, 18 ever reported
  • Hedge fund: 2 funds, $5.8M reported gross assets, 3 ever reported
Form ADV filed Jun 23, 2026
Employees
92
Headquarters
Boca Raton, FL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 114 observed dealsShow
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
from $3.0M
Enterprise value
not stated or not yet read
Equity check
$50.0M to $300M
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
On record
114 companies, 112 holdings, 5 transactions
Period
2004 to 2026 (7 dated observations, 110 holdings undated)
Most deals
Industrial manufacturing (5 of 114, e.g. Allied Glass and Elix Polymers), agriculture (1 of 114), industrial services (1 of 114) and 2 more
Subsectors
Miscellaneous manufacturing (4 of 114), agriculture (1 of 114), HVAC plumbing mechanical (1 of 114), financial services (1 of 114) and 2 more
Deal roles
1 platform, 111 with role not stated
Control
1 control, 111 not stated
Disclosed deal values
3 deals with a disclosed value, $2.2M to $293M
Where
Nj (1 of 114), tn (1 of 114), wi (1 of 114)
By year
2004: 1 other deal; 2005: 2 other deals; 2023: 1 platform; 2026: 1 other deal

114 companies on the graph (5 transactions); most in industrial manufacturing (5); 1 platform and 0 add-ons; observed 2004 to 2026

Funds
12 families, 22 vehicles on record

6 smaller families are in the full list of vehicles.

View all 22 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
K• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$37.0M
as of Jun 23, 2026
$0Early deployment
S•• C•••••• S••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$57.8M
as of Jun 23, 2026
$54.5MUnknown
A•• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$9.4M
as of Jun 23, 2026
$0Harvest
T••• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$29,985
as of Jun 23, 2026
$0Harvest
S•• C•••••• P••••••• V•••• L•••
ADV: Private Equity Fund
Buyout fund2021
Form D first sale
$816M
as of Jun 23, 2026
$1.4BActive deployment
S•• C•••••• P••••••• V•••••• L•••
ADV: Private Equity Fund
Buyout fund2021
Form D first sale
$765M
as of Jun 23, 2026
$1.4BActive deployment
W• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$32.2M
as of Jun 23, 2026
no Form DHarvest
M••• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2020
Form D first sale
$1.8M
as of Mar 27, 2024
$83.6MUnknown
S•• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2019
Form D first sale
$508,348
as of Oct 14, 2023
no Form DWound down
S•• C•••••• P••••••• V••• L•••
ADV: Private Equity Fund
Buyout fund2018
Form D first sale
$1.7B
as of Jun 23, 2026
no Form DHarvest
C• C••••••••• V••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$277,516
as of Nov 30, 2022
no Form DWound down
S•• C•••••• P••••••• V•• L•••
ADV: Private Equity Fund
Buyout fund2012
Form D first sale
$1.6B
as of Jun 23, 2026
no Form DHarvest
S•• C•••••• P••••••• V• L•••
ADV: Private Equity Fund
Buyout fundunknown$440M
as of Jun 23, 2026
no Form DHarvest
F•••••••• C• S•••
ADV: Private Equity Fund
Continuation vehicleunknown$191M
as of Jun 23, 2026
no Form DUnknown
S•• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fundunknown$96.4M
as of Jun 23, 2026
no Form DHarvest
S•• C•••••• P••••••• I•• Q•• L•
ADV: Private Equity Fund
Buyout fundunknown$59.8M
as of Jun 23, 2026
no Form DMature
S•• C•••••• S••••••••• F••• I••• L•
ADV: Hedge Fund
SPVunknown$34.4M
as of May 4, 2018
no Form DWound down
S•• C•••••• S••••••••• O••••••• F•••• L•••
ADV: Hedge Fund
Feeder or parallelunknown$3.5M
as of Jun 23, 2026
no Form DHarvest
S•• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fundunknown$3.1M
as of May 4, 2018
no Form DWound down
S•• C•••••• S••••••••• F•••• L•
ADV: Hedge Fund
SPVunknown$2.2M
as of Jun 23, 2026
no Form DHarvest
S•• C•••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fundunknown$1.2M
as of Jun 23, 2026
no Form DMature
C• C••••••••• V••••••• L•••Co-investment vehicleunknownunknownno reportingno Form DUnknown
Team
36 current, 7 former
Full team · 36 peoplegrouped by role, with sources
Partner (8)
Principal (1)
Vice president (12)
Associate (4)
Platform (9)
7 former (kept with end dates)
Deals
115 on record, newest first · 1 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Mar 26, 2026B•• W•••••••• L•••Type not statedSponsor (confirmed)active
held 6 months
unknowns•••••••••.com
Oct 28, 2025C••••• H•••••••Exit to a strategic buyerSeller (confirmed)exited
exited Oct 28, 2025
unknowns•••••••••.com
Oct 25, 2023K••• S••••••••• S••••••••Platform acquisitionSponsor (confirmed)active
held 2.9 years
J••••• S•••• (confirmed)s•••••••••.com
Oct 21, 2005G••••• F••••• C••••••• I•• ••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
Sep 28, 2005N•••••••• C••••••••• I•• •••Take-privateSponsor (confirmed)not in the portfolio readunknownsec.gov
All 115 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Mar 26, 2026B•• W•••••••• L•••Type not statedSponsor (confirmed)active
held 6 months
unknowns•••••••••.com
Oct 28, 2025C••••• H•••••••Exit to a strategic buyerSeller (confirmed)exited
exited Oct 28, 2025
unknowns•••••••••.com
Oct 25, 2023K••• S••••••••• S••••••••Platform acquisitionSponsor (confirmed)active
held 2.9 years
J••••• S•••• (confirmed)s•••••••••.com
Oct 21, 2005G••••• F••••• C••••••• I•• ••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
Sep 28, 2005N•••••••• C••••••••• I•• •••Take-privateSponsor (confirmed)not in the portfolio readunknownsec.gov
Sep 22, 2004R•• S•••• I••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
date unknownN•••••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••• B•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••• a•• L•••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW•••••• F•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownG•• S••••••• N••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL••• L•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••••••• A•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••••••••• E•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO•• D••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••• O•• R•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••••• D••••••••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•••••••• P•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM•••••••• S•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••• E••••••• F•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•• C•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••••••• M••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM•••• K••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownG••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••• C••••• L•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••••••• R••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••• G•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••••• P•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF••••••• C••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••• M••••• C•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•• R••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••• O••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK•••••• S••••••••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••••• F••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••• G•••• • A••••••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN••••••• W•••••••• S•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••• G••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP••••• N•• Y•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•••••• V••••• M•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••••• S•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL••••• R•••••• • S•••• M••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF••••••• S••••••• M••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••• • S•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••• S••••• C•••• S••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH••••••••• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB•• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV• G••••Portfolio relationshipRole unknownexited
exited Jan 31, 2024
unknownFact Press release
date unknownE•• H•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownU•••• T••••••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••••• F•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••••••• C••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••••• S•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••• A••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS•• U•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownW••••• T•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•• S••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE••• C••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownN•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownB••••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR••• F••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownP•••• B•••• E•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownH•••••• F•••• F••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•• M•••• C•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownT•••••••• W•••• C•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownL•••••••• H••• B•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••• C••••••••• P•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••••••• C•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF••••••• H•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV••••••• R••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA••••••• S••••••• A••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownV• G••••Portfolio relationshipRole unknownexited
exited Jan 31, 2024
unknownFact Press release
date unknownI••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownK• A••••••• G••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownA•••••• P•••••••• C••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownC•••••• D•• S•••••• K••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownS••••• B•••••••• S•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownR•••••• T•••••Portfolio relationshipRole unknownactiveunknownFact Firm website

Showing 100 of 115 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (10)
  • M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 4 shared · strong · last Jan 1, 2023
  • A••••••••• C••••••• I••• 2 shared · recurring · last Jan 1, 2023
  • J•••••••• L•• 2 shared · recurring · last Mar 17, 2023
  • F•••••• C•••••• P••••••• L••• 2 shared · recurring · last Jan 1, 2023
  • A•• T•••• A••••••••• C•• L•• 2 shared · recurring · last Jan 1, 2023
  • I••• C••••••• L•• 1 shared · one time · last Jan 1, 2013
  • G••••• I••••••• S•••••••• L••• 1 shared · one time · last Jan 1, 2016
  • D•• A••••••• 1 shared · one time · last Jan 1, 2013
  • E••••••• G•••• L••••• 1 shared · one time
  • M•• P•••••• F••• A••••••• L•• 1 shared · one time
LP commitments
0 LPs, 0 disclosed commitments
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
11 not already shown above, of 14 most recent
  1. Jun 23, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Mar 26, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Feb 11, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Oct 28, 2025
    ••• Locked
    Firm newsFactFirm website
  5. Feb 26, 2025
    ••• Locked
    Firm newsFactFirm website
Full timeline · 14 eventsnewest first, including the LP commitments and deals above
  1. Jun 23, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Mar 26, 2026
    ••• Locked
  3. Mar 26, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Feb 11, 2026
    ••• Locked
    Firm newsFactFirm website
  5. Oct 28, 2025
  6. Oct 28, 2025
    ••• Locked
    Firm newsFactFirm website
  7. Feb 26, 2025
    ••• Locked
    Firm newsFactFirm website
  8. Jan 8, 2025
    ••• Locked
    Firm newsFactFirm website
  9. Dec 16, 2024
    ••• Locked
    Firm newsFactFirm website
  10. Feb 27, 2024
    ••• Locked
    Firm newsFactFirm website
  11. Jan 31, 2024
    ••• Locked
    Firm newsFactFirm website
  12. Oct 25, 2023
  13. Oct 25, 2023
    ••• Locked
    Firm newsFactFirm website
  14. Feb 9, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

S•• C•••••• A•••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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.

Checking your plan…