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Firms / C•••••• M••••••••• S•••••••• L••

C•••••• M••••••••• S•••••••• L••

Buyout firmLower middle marketSummit, NJc••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jan 22, 2019 to Mar 28, 2024
RAUM
$262Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$262Mreported gross assets (Form ADV), not fund size
All private fund GAV
$262Mevery private fund type, latest filing
2024 PE fund GAV
$262Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $262M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
8
Headquarters
Summit, NJ
Office address
25 DEFOREST AVENUE, SUITE 108, Summit, NJ, 07901
Business phone
212-508-7090
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
Sectors
healthcare, technology
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 invest in companies with innovative technologies and solutions that advance healthcare through operational efficiencies, improved patient outcomes and expanded access to care.
Observed from deals on record
roles
unknown 14
period
to unknown, from unknown, undated holdings 14, dated observations 0
window
last unknown, first unknown
control
unknown 14
companies
14
geography
investments
14
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, 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

14 companies on the graph (0 transactions); no dated observations

Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• I••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$178M
as of Mar 28, 2024
no Form DEarly deployment
C•• C•••• S•• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$1.8M
as of Mar 28, 2024
no Form DUnknown
C•• C•••• S••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$34.1M
as of Mar 28, 2024
no Form DUnknown
A•• I••••••••• D••••••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$48.7M
as of Mar 28, 2024
no Form DHarvest
Team
15 current, 0 former
Portfolio
14 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••• H•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••• T•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• t• L•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• T•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• A•••• A••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• T•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• C•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
4 relationships
Placement agents (4)
  • A••••• S••••••••• L••• 1 shared · one time · last Jan 1, 2022
  • G••••• C•••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2022
  • I••••••••• A••••••••• A• 1 shared · one time · last Jan 1, 2022
  • B•• C•••• P•••••••• L•• 1 shared · one time · last Jan 1, 2022
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. Sep 2, 2026
    T•••• C••• Closes $125+ Million Series E, Establishes T•••• Companies to Broaden Its Impact Across the Oncology Ecosystem
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Jun 4, 2026
    C•••••• H••••• Acquires Loyal H••••• to Create H•••••care's First Closed-Loop Network Intelligence and Patient Activation Platform
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. May 1, 2026
    C•••••• H••••• Names Co-Founder Todd Gottula CEO, Unveils New Leadership Team
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Mar 31, 2026
    C•••••• M••••••••• S•••••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 7 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  5. Jan 22, 2019
    C•••••• M••••••••• S•••••••• 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

C•••••• M••••••••• S•••••••• L•• 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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