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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••••••• L•••••
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 5 of 7 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 5 of 7 distinct vehicles are sworn Private Equity Funds
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Aug 1, 2014
- RAUM
- $332Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $288Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $288Mevery 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
- 71%
- Fund type mix
- filed 2014-08-01, latest gav Private Equity Fund $288M, latest counts Private Equity Fund 5, lifetime distinct Other Private Fund 2, Private Equity Fund 5
- Employees
- 10
- Headquarters
- Bethesda, MD
- Office address
- 4350 EAST-WEST HIGHWAY, SUITE 202, Bethesda, MD, 20814
- Business phone
- 301.652.3200
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• C•• R•••••••• L••••• ADV: Other Private Fund | SPV | 2013 first reported on Form ADV | $145,724 as of Jul 1, 2013 | no Form D | Wound down | |
| P•••••• W• I••••••••• F•••• L••••• ADV: Other Private Fund | SPV | 2013 first reported on Form ADV | $14,987 as of Jul 1, 2013 | no Form D | Wound down | |
| P•••••• 2••• E••••••••• L••••• ADV: Private Equity Fund | Growth fund | 2000 year in the fund name | $24.9M as of Aug 1, 2014 | no Form D | Unknown | |
| P•••••• 2•••• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2000 year in the fund name | $11.8M as of Aug 1, 2014 | no Form D | Unknown | |
| P•••••• P••••••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $143M as of Aug 1, 2014 | no Form D | Unknown | |
| P•••••• M••••• O••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $107M as of Aug 1, 2014 | no Form D | Early deployment | |
| P•••••• C••••••• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $253,099 as of Aug 1, 2014 | no Form D | Unknown |
- K•••••• M•••••• S•••• · Senior Managing Director · since Sep 1, 1995 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• E••••• P•••••• · Trustee - See Miscellaneous · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• M•••• A••••• · Trustee - See Miscellaneous · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• R•••••• I••••• T••••• · Chief Compliance Officer · since Jun 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• T••••• S••••••••• · Senior Executive · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- J•••• A••••• J•••••• · Vice Chairman · Apr 1, 2001 to Aug 1, 2012 Inference
- F•••• H••••• P•••• · Sole Shareholder · Aug 1, 1989 to Jun 8, 2012 Inference
- R•••••• L••• K•••• · Managing Director · May 1, 2010 to Jun 8, 2012 Inference
- R••••••• J•••• C••• · Chief Compliance Officer · Sep 1, 2011 to Dec 14, 2012 Inference
- T••••• Y•••• B•••••••• · Chief Legal Officer/Chief Compliance Officer · Apr 1, 2012 to Jul 1, 2013 Inference
- F•••••• C••••••• I••• 1 shared · one time · last Jan 1, 2012
- N•••• B••••• C••••••• L•• 1 shared · one time · last Jan 1, 2012
- M••••• S•••••• • C•• L•• 1 shared · one time · last Jan 1, 2012
- C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2012
- E•••••• P•••• C••••••• L•• 1 shared · one time · last Jan 1, 2012
- Sep 1, 2026Adviser CRD 112774 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Feb 14, 2012P••••••• L••••• first filed Form ADV in the extract (IA)
P••••••• L••••• is the same institution as 1 record in RIA and Wealth.
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…