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Firms / L• S•••••• C•••••• P•••••••

L• S•••••• C•••••• P•••••••

Buyout firmMiddle marketNewport Beach, CAl•••••••••.comSEC registered investment adviser

We invest in leading businesses managed by world class executives. We empower those management team partners to execute their vision while offering our expertis

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.41bn Private Equity Fund GAV on the Form ADV filed 2024-12-03
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Aug 10, 2017 to Dec 3, 2024
RAUM
$1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
17
PE fund GAV, latest filing
$1.4Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.4Bevery private fund type, latest filing
2024 PE fund GAV
$1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-12-03, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 22
Employees
16
Headquarters
Newport Beach, CA
Office address
3434 VIA LIDO, SUITE 300, Newport Beach, CA, 92663
Business phone
949-398-0168
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
industrials, technology, education, software
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 focus on building great companies over time and bring our
Observed from deals on record
roles
add on 2, platform 2
period
to 2025-01-16, from 2025-01-16, undated holdings 2, dated observations 4
window
last 2025-01-16, first 2025-01-16
control
control 2, unknown 2
companies
2
geography
investments
4
seller kinds
unknown 2
transactions
2
cadence by year
2025 add ons 2
platform add on
add ons 2, platforms 2, 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

2 companies on the graph (2 transactions); 2 platforms and 2 add-ons; observed 2025 to 2025

Funds
23 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L• S•••••• C•••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$116M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I••• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$63.7M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I•• L•• • S••••• E••
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$57.9M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I• L•• S••••• M••
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$18.8M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I•• L••••••••• E•• A•• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$4.6M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I•• L••• S••••• F•••••••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$75.0M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I•• L••• S••••• L••••••••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$136M
as of Dec 3, 2024
no Form DEarly deployment
L• S•••••• C•••••• P••••••• I•• L••• S••••• L••••••• R••••••••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$127M
as of Dec 3, 2024
no Form DEarly deployment
L• S•••••• C•••••• P••••••• I•• L••• S••••• C••••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$93.2M
as of Dec 3, 2024
no Form DEarly deployment
L• S•••••• C•••••• P••••••• I•• L••• S••••• S••••••• T•••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$69.9M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I•• L••• S••••• L••••••• R•••••••• A•• L•
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$7.3M
as of Dec 3, 2024
no Form DEarly deployment
L• S•••••• C•••••• P••••••• I•• L•• • 2••• S••••• F•••••••
ADV: Private Equity Fund
Buyout fund2021
year in the fund name
$72.2M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• I• L•• • S••••• S•••• E•••••••••
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$156M
as of Dec 3, 2024
no Form DActive deployment
L• S•••••• C•••••• P••••••• I• L•• • S••••• G•• T•••
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$0
as of Dec 3, 2024
no Form DHarvest
L• S•••••• C•••••• P••••••• I• L•• • S••••• K•••••
ADV: Private Equity Fund
Buyout fund2019
first reported on Form ADV
$71.7M
as of Mar 26, 2021
no Form DWound down
L• S•••••• C•••••• P••••••• I• L•• • S••••• U••••• S••••
ADV: Private Equity Fund
Buyout fund2018
first reported on Form ADV
$55.0M
as of Dec 3, 2024
no Form DMature
L• S•••••• C•••••• P••••••• I• L•• • S••••• O•••••
ADV: Private Equity Fund
Buyout fundunknown$231M
as of Dec 3, 2024
no Form DUnknown
L• S•••••• C•••••• P••••••• L•• • S••••• F•••••••
ADV: Private Equity Fund
Buyout fundunknown$128M
as of Dec 3, 2024
no Form DMature
L• S•••••• C•••••• P••••••• L•• • S••••• T••••••• S•••••••••
ADV: Private Equity Fund
Buyout fundunknown$118M
as of Mar 26, 2018
no Form DWound down
L• S•••••• C•••••• P••••••• L•• • S••••• E••••
ADV: Private Equity Fund
Buyout fundunknown$30.3M
as of Mar 26, 2018
no Form DWound down
L• S•••••• C•••••• P••••••• L•• • S••••• L••••••• E•••
ADV: Private Equity Fund
Buyout fundunknown$4.5M
as of Mar 26, 2021
no Form DWound down
L• S•••••• C•••••• P••••••• L•• • S••••• V••••••
ADV: Private Equity Fund
Buyout fundunknown$750,000
as of Jul 20, 2020
no Form DWound down
L• S•••••• F•••• F•••buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
27 current, 0 former
Managing partner (5)
Partner (8)
Vice president (6)
Platform (6)
Portfolio
4 relationships, 2 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S•••••• S••••••
add-on to C•••••••••
Add-onactiveJan 16, 2025
transaction announcement
1.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•••••• S••••••
add-on to C•••••••••
Add-onactiveJan 16, 2025
transaction announcement
1.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Jan 16, 2025Add-on acquisitionS•••••• S••••••Sponsor (confirmed)l•••••••••.com
Jan 16, 2025Add-on acquisitionS•••••• S••••••Sponsor (confirmed)l•••••••••.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • E•••• P•••••••• L•• 3 shared · strong · 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
5 most recent
  1. Aug 3, 2026
    L S•••••• Expands GSI Group Platform with Acquisition of Aven T•••s
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. May 18, 2026
    L• S•••••• C•••••• P•••••••: Private Equity Funds on Form ADV 17 (2024 extract) -> 23 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Apr 2, 2026
    L• S•••••• C•••••• P••••••• Closes F•••• Fund at $2.0 Billion Hard Cap
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jan 16, 2025
    C••••••••• Expands IoT Leadership with Acquisition of S•••••• S•••••• and Hidden Brain T•••nology
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Aug 10, 2017
    L• S•••••• C•••••• P••••••• 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

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

Independent 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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