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F••••••••• M••••••••• P••••••• L•

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Charlotte, NCf•••••••••.com

••• Locked

Regulatory AUM
$3.7B
Form ADV
PE fund assets
$3.2B
Form ADV
PE funds
6
Form ADV
Investments held
1 of 2
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (65)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: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $3.22bn Private Equity Fund GAV on the Form ADV filed 2024-07-18
Strategies
GROWTH EQUITY
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; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 31, 2026
RAUM
$3.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$3.2Breported gross assets (Form ADV), not fund size
All private fund GAV
$3.7Bevery private fund type, latest filing
2024 PE fund GAV
$3.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-07-18, latest gav Private Equity Fund $3.2B, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
Employees
40
Headquarters
Charlotte, NC
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
technology, financial services
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
control
Thesis
••• Locked
Observed from deals on record
roles
unknown 2
period
to 2025-08-12, from 2025-08-12, undated holdings 1, dated observations 2
window
last 2025-08-12, first 2025-08-12
control
unknown 2
companies
2
geography
count 1, share unknown, value VA
investments
2
seller kinds
transactions
1
cadence by year
2025 other deals 1
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value software, examples Woven Solutions
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value software, examples Woven Solutions

2 companies on the graph (1 transactions); most in software (1); observed 2025 to 2025

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F••••••••• G••••• P••••••• I• L•
ADV: Private Equity Fund
Growth fund2023
first reported on Form ADV
$390M
as of Jul 18, 2024
no Form DEarly deployment
F••••••••• C•••••• P••••••• V• L•
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$971M
as of Jul 18, 2024
no Form DEarly deployment
F••••••••• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$1.1B
as of Jul 18, 2024
no Form DActive deployment
F••••••••• C•••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fund2016
first reported on Form ADV
$726M
as of Jul 18, 2024
no Form DMature
F••••••••• C•••••• P••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$74.1M
as of Mar 31, 2015
no Form DUnknown
F••••••••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Buyout fundunknown$33.5M
as of Jul 18, 2024
no Form DHarvest
Team
65 current, 7 former
Partner (19)
Vice president (7)
Associate (10)
Platform (19)
7 former (kept with end dates)
Portfolio
2 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
W•••• S••••••••Role unknownactiveAug 12, 2025
transaction announcement
1.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T••••••••• C••••••••• E••••• f•Role unknownexited
exited Aug 18, 2026
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Aug 18, 2026Exit to a strategic buyerT••••••••• C••••••••• E••••• f•Seller (confirmed)falfurrias.com
Aug 12, 2025Growth investmentW•••• S••••••••Sponsor (confirmed)falfurrias.com
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
  • S•••••• A••••••• L•• 3 shared · strong · last Jan 1, 2023
Legal advisers (2)
  • H•••••• 1 shared · one time · last Aug 12, 2025
  • K••••• 1 shared · one time · last Aug 12, 2025
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
17 most recent
  1. Aug 25, 2026
  2. Aug 18, 2026
  3. Aug 18, 2026
  4. Aug 18, 2026
  5. Jul 21, 2026
  6. Jun 11, 2026
  7. May 5, 2026
  8. Apr 29, 2026
  9. Mar 31, 2026
  10. Feb 26, 2026
  11. Feb 5, 2026
  12. Jan 29, 2026
  13. Dec 3, 2025
  14. Dec 2, 2025
  15. Aug 12, 2025
  16. Aug 12, 2025
  17. Mar 30, 2012
Across the graphs

F••••••••• M••••••••• P••••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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