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.

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Firms / I••••••••• P•••••••

I••••••••• P•••••••

Buyout firmLower middle marketNew York, NYi•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 11 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jul 17, 2018 to Mar 27, 2024
RAUM
$213Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$210Mreported gross assets (Form ADV), not fund size
All private fund GAV
$210Mevery private fund type, latest filing
2024 PE fund GAV
$210Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-27, latest gav Private Equity Fund $210M, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 11
Employees
6
Headquarters
New York, NY
Office address
570 LEXINGTON AVENUE, 22ND FLOOR, New York, NY, 10022
Business phone
212-652-3550
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
technology
Geography
United States, Europe
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
control
Thesis
We partner with exceptional management teams to build innovative, differentiated and high-growth medical technology companies.
Observed from deals on record
roles
unknown 12, platform 1
period
to 2025-06-30, from 2025-06-30, undated holdings 12, dated observations 2
window
last 2025-06-30, first 2025-06-30
control
control 1, unknown 12
companies
13
geography
count 2, share 0.154, value CA, count 1, share 0.077, value UT
investments
13
seller kinds
transactions
1
cadence by year
2025 other deals 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
4
disclosed value usd
n 0
sector distribution
count 2, share 0.154, value healthcare services, examples Nexa Orthopedics, Blue Belt Technologies, count 1, share 0.077, value software, examples ImmersiveTouch, count 1, share 0.077, value life sciences, examples Biohorizons
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.154, value outpatient specialty clinics, examples Nexa Orthopedics, Blue Belt Technologies, count 1, share 0.077, value software, examples ImmersiveTouch, count 1, share 0.077, value medical devices, examples Biohorizons

13 companies on the graph (1 transactions); most in healthcare services (2); 1 platforms and 0 add-ons; observed 2025 to 2025

Funds
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I•• C•••••••• I•••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$3.0M
as of Mar 27, 2024
no Form DUnknown
I•• C•••••••• I•••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$2.3M
as of Mar 27, 2024
no Form DUnknown
I•• C•••••••• V• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$7.4M
as of Mar 27, 2024
no Form DEarly deployment
I•• C•••••••• V•• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$6.2M
as of Mar 27, 2024
no Form DEarly deployment
I•• C•••••••• I••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$18.0M
as of Mar 27, 2024
no Form DEarly deployment
I•• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$16.8M
as of Mar 27, 2024
no Form DEarly deployment
I•• C•••••••• I•••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$5.8M
as of Mar 27, 2024
no Form DEarly deployment
I•• C•••••••• I••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$4.0M
as of Mar 27, 2024
no Form DUnknown
I•• C•••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$24.7M
as of Mar 27, 2024
no Form DMature
I•• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$9.7M
as of Mar 27, 2024
no Form DSuccessor fundraising
I••••••••• P••••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$112M
as of Mar 27, 2024
no Form DUnknown
Team
11 current, 0 former
Investor relations (1)
Portfolio
13 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I•••••••••PlatformactiveJun 30, 2025
transaction announcement
1.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• S••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
B••• B••• T•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••• M••••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
K•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•••••• M•••••• I••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M••••••• M••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
N••• O•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
R•••• 9• M••••••• I•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jun 30, 2025Majority investmentI•••••••••Sponsor (confirmed)prnewswire.com
Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (9)
  • M•••• C•••• A••••• L••• 11 shared · very strong · last Jan 1, 2024
  • N•••• S•• S••••••••• L••• 11 shared · very strong · last Jan 1, 2024
  • S••••••••• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2022
  • A•••••••• A••••••• S• 1 shared · one time · last Jan 1, 2018
  • S••••• L••• P•••••••• L•• 1 shared · one time · last Jan 1, 2018
  • R••••••••• S••••••••• I••• 1 shared · one time · last Jan 1, 2020
  • B•••••• C•••••• 1 shared · one time · last Jan 1, 2018
  • T•••••• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2018
  • N••••• I••••••••• L••• 1 shared · one time · last Jan 1, 2018
Legal advisers (1)
  • R••• • Z•••• L•• a•• G•••••••• T•••••• L•• 1 shared · one time · last Jun 30, 2025
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
10 most recent
  1. Sep 17, 2026
    Done Deal: Baxter Acquiring HillRom for $12.4 Billion
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 17, 2026
    Lisa Garrett Joins C•••••• M••••••••• Board of Directors
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Sep 17, 2026
    M•••••• M•••••• Secures $20 Million Investment Led By I••••••••• P•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Sep 17, 2026
    Cassling Partners with R••••••••• M•••••• to Help Protect Interventional Teams from Scatter Radiation
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Sep 17, 2026
    M•••••• M•••••• Completes First Close of Series B2 Financing Round
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Sep 17, 2026
    K••••• Announces Partnership and Initial Experience with DeepHealth for AI-powered Prostate MRI Interpretation and Guidance in Fusion Biopsy
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Sep 17, 2026
    M•••••• M•••••• Completes Enrollment in EASE Trial of Ellora™ Obstetrical System Used in First-Time Mothers
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Aug 5, 2026
    I••••••••• P•••••••: Private Equity Funds on Form ADV 11 (2024 extract) -> 16 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  9. Jun 30, 2025
    HealthpointCapital Acquires I•••••••••, Inc., a Leading Extended Reality Surgical Platform
    Platform investmentFactI•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  10. Jul 17, 2018
    I••••••••• P••••••• first filed Form ADV in the extract (ERA)
    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

I••••••••• P••••••• 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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