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.
A••••••• B••••• A•••••••• I•••
Institutional Wisdom,Earned Alpha,Enduring Value.® Press Release American B••••• and Mercer Launch Innovative Model Portfolio Solutions for Financial Intermediaries Press Release American B••••• Advisors Introduces American B••••• Aberdeen Municipal High Income ETF Why Work With Us We provide access to a broad range of high-quality investment strategies and products through our best-ideas open architecture platform, enabling […]
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 7, 2024
- RAUM
- $57Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery 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
- 0%
- Fund type mix
- filed 2024-05-07, latest gav , latest counts , lifetime distinct Hedge Fund 3
- Employees
- 27
- Headquarters
- Irving, TX
- Office address
- 220 EAST LAS COLINAS BLVD., SUITE 1200, Irving, TX, 75039-5500
- Business phone
- 817-391-6100
- 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 |
|---|---|---|---|---|---|---|
| A••••••• P•••••• E••••• P••••••• I•• L••• ADV: Hedge Fund | Fund of funds | unknown | $7.7M as of Mar 20, 2023 | no Form D | Harvest | |
| A••••••• P•••••• E••••• P•••••••• L••• ADV: Hedge Fund | Fund of funds | unknown | $7.1M as of Sep 19, 2018 | no Form D | Wound down | |
| A••••••• P•••••• E••••• P••••••• I••• L••• ADV: Hedge Fund | Fund of funds | unknown | $6.1M as of Mar 20, 2023 | no Form D | Harvest |
- R•••••• L••• H••••• · President And Ceo, Director · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• N•• D••••• · Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• N•••••• H••• · Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• J••••• B•••••• · Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• M••• G•••••• · Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• T••••• · Senior Vice President & Chief of Staff · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• C•••••• · Senior Vice President & Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• J• S••••• · Vice President & Chief Fixed Income Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• L• M••••••• · Senior Vice President & Fund Services Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• M••••••• · Vice President, Head of Product Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• R••••••••• · Vice President, Product Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••••• B•••• · Vice President & Chief M•••eting Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B• R••••••• · Vice President, Information Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• E••••• S•••• · Senior Vice President & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• E••••• S•••• · Chief Compliance Officer And Vice President · since Sep 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• L••••••• · Senior Vice President & Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•• H•••• · Chief Financial Officer And Treasurer · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• L••• H••••• · Senior Vice President & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••••• K•••••••• B•••• · Senior Vice President & G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••••• K•••••••• B•••• · Chief Legal Officer, Senior Vice President And Secretary · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
13 former (kept with end dates)
- G••• L•••• N•••••• · Chairman, Ceo And Director · Apr 1, 2009 to Mar 20, 2023 Inference
- J•••••• K• R••••••• · President And Ceo, Director · Feb 1, 2010 to May 7, 2024 Inference
- K••••••• C••••• Y••••••••• · Shareholder · May 1, 2004 to Jun 8, 2015 Inference
- W•••• L••• C••••••• · Chief Investment Officer · Mar 1, 2012 to Mar 28, 2014 Inference
- M•••••• W••••• F••••• · Chief Fixed Income Officer · Oct 1, 2011 to Mar 28, 2014 Inference
- C••••••••• L••••••• C•••••• · Director · Apr 1, 2015 to Mar 28, 2024 Inference
- E••••• S•••••• O•••• · Director · Sep 1, 2008 to Mar 28, 2013 Inference
- J•••• W•••••• M••••• · Director · Aug 1, 2012 to Jul 8, 2013 Inference
- M•••••• M••• A••••• · Director · Sep 1, 2008 to Jun 8, 2015 Inference
- R•••••• P••• S••••••• · Director · Sep 1, 2008 to Jun 8, 2015 Inference
- S•••••• C• D••••• · Director · Apr 1, 2015 to Mar 28, 2024 Inference
- T•••••• B••••• M••••••• · Director · Apr 1, 2015 to Mar 28, 2024 Inference
- W•••••• F•••••• Q•••• · Executive Vice President · Nov 1, 1986 to Oct 19, 2015 Inference
- Feb 24, 2026American B••••• Advisors and DoubleLine Capital Further Their Partnership to Create Greater Access to DoubleLine’s Investment Acumen for the Wealth Channel
- Aug 31, 2023American B••••• Advisors Partners With Man AHL to Launch Firm’s First ETF
- Mar 30, 2012A••••••• B••••• A•••••••• I••• first filed Form ADV in the extract (IA)
A••••••• B••••• A•••••••• I••• 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.
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