DFX Intelligence
Private Equity Intelligence
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.
Firms / Advent-Morro Equity Partners, Inc.
Advent-Morro Equity Partners, Inc.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-09-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to Sep 26, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $148Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $148Mevery private fund type, latest filing
- 2024 PE fund GAV
- $133Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-26, latest gav Private Equity Fund $148M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
- Employees
- unknown
- Headquarters
- San Juan, PR
- Office address
- 206 TETUAN STREET SUITE 903, BANCO POPULAR BUILDING, San Juan, PR, 00901
- Business phone
- 787-725-5285
Stated criteria beside observed behaviour
21 observed deals
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
- 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
- roles
- unknown 21
- period
- to unknown, from unknown, undated holdings 21, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 21
- companies
- 21
- geography
- investments
- 21
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.143, value consumer services, examples Olé Life, Puerto Rico A.S.C. Holding Co., Inc., Hotel Provincial, count 1, share 0.048, value media telecom, examples QMC Media, count 1, share 0.048, value software, examples Universal Protection and Maintenance (UPM), count 1, share 0.048, value financial services, examples Hyperion
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.095, value other personal services, examples Olé Life, Puerto Rico A.S.C. Holding Co., Inc., count 1, share 0.048, value media telecom, examples QMC Media, count 1, share 0.048, value vertical software, examples Universal Protection and Maintenance (UPM), count 1, share 0.048, value financial services, examples Hyperion, count 1, share 0.048, value landscaping, examples Hotel Provincial
21 companies on the graph (0 transactions); most in consumer services (3); no dated observations
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Guayacan Private Equity Fund L.P. III ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $21.0M as of Sep 26, 2024 | no Form D | Harvest | |
| Guayacan Private Equity Fund L.P. Iii-A ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $8.0M as of Sep 26, 2024 | no Form D | Mature | |
| Guayacan Private Equity Fund L.P. Iii-B ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $792,804 as of Sep 26, 2024 | no Form D | Unknown | |
| Guayacan Private Equity Fund L.P. ADV: Private Equity Fund | Buyout fund | unknown | $52.8M as of Sep 26, 2024 | no Form D | Mature | |
| Guayacan Private Equity Fund L.P. II ADV: Private Equity Fund | Buyout fund | unknown | $25.8M as of Sep 26, 2024 | no Form D | Unknown | |
| Ventura Capital Fund, Inc. ADV: Private Equity Fund | buyout or unlabelled | unknown | $23.9M as of Sep 26, 2024 | no Form D | Unknown | |
| Guayacan Private Equity Fund L.P. Ii-A ADV: Private Equity Fund | Buyout fund | unknown | $372,318 as of Sep 26, 2024 | no Form D | Unknown |
Team
1 current, 2 former
Partner (1)
- Cyril Louis Meduna · Owner - Meduna & Co., Inc. · since Jun 1, 1989 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- David Andrew Ashe · Executive Office · Jan 1, 2012 to Sep 29, 2015 Inference
- Ernesto Jose Torres Colon · Chief Compliance Officer · Aug 1, 2014 to Aug 16, 2017 Inference
Portfolio
42 relationships, 0 platforms, 0 add-ons
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
- Sep 17, 2026Culligan Completes Acquisition of AquaVenture and Divestiture of Seven Seas Water
- Mar 30, 2012Advent-Morro Equity Partners, Inc. first filed Form ADV in the extract (ERA)
Across the graphs
Advent-Morro Equity Partners, Inc. 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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