The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

O••••• B••••• M••••••••• L••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Greenwich, CTo•••••••••.com

••• Locked

Regulatory AUM
$335M
Form ADV
PE fund assets
$190M
Form ADV
PE funds
2
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (14)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 firmprobable, confidence 65%
Basis
R6: 2 of 4 distinct vehicles are sworn Private Equity Funds
Size band
Lower middle marketdefined by: proxy: $0.19bn Private Equity Fund GAV on the Form ADV filed 2021-09-30
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 2 of 4 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 23, 2015 to Sep 30, 2021
RAUM
$335Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$190Mreported gross assets (Form ADV), not fund size
All private fund GAV
$335Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
50%
Fund type mix
filed 2021-09-30, latest gav Hedge Fund $145M, Private Equity Fund $190M, latest counts Hedge Fund 1, Private Equity Fund 2, lifetime distinct Hedge Fund 2, Private Equity Fund 2
Employees
22
Headquarters
Greenwich, CT
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
United States
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
1 on record, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
O••••• B•••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$71.8M
as of Sep 30, 2021
no Form DHarvest
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
O••••• B••••• I•• L••Private Equity Fund2019 to 2020
$125M
filed Mar 27, 2020
adviserinfo.sec.gov
Team
14 current, 1 former
Vice president (1)
Platform (9)
1 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
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
2 most recent
  1. Sep 1, 2026
    Adviser CRD 281922 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Oct 23, 2015
    O••••• B••••• M••••••••• L•• first filed Form ADV in the extract (IA)
    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

O••••• B••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.

RIA 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.

Checking your plan…