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 / S••••••• A•••••••• L••

S••••••• A•••••••• L••

Buyout firmLower middle marketLos Angeles, CAs•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 17 of 18 distinct vehicles are sworn Private Equity Funds; 5 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 2023-03-31
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 17 of 18 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 30, 2012 to Mar 31, 2023
RAUM
$235Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$211Mreported gross assets (Form ADV), not fund size
All private fund GAV
$211Mevery 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
94%
Fund type mix
filed 2023-03-31, latest gav Private Equity Fund $211M, latest counts Private Equity Fund 5, lifetime distinct Hedge Fund 1, Private Equity Fund 17
Employees
5
Headquarters
Los Angeles, CA
Office address
11400 W. OLYMPIC BLVD., SUITE 1400, Los Angeles, CA, 90064
Business phone
310-899-9200
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
infrastructure, transportation logistics, real estate, 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
S••••••• private equity funds invest in lower middle market companies with operational or capital structure complexity that causes many investors to push away.
Observed from deals on record
roles
unknown 1
period
to unknown, from unknown, undated holdings 1, dated observations 0
window
last unknown, first unknown
control
unknown 1
companies
1
geography
investments
1
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value transportation logistics, examples 3PL
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share unknown, value freight forwarding brokerage, examples 3PL

1 companies on the graph (0 transactions); most in transportation logistics (1); no dated observations

Funds
11 on record, 6 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••• I• S••• P••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$24.6M
as of Mar 31, 2023
no Form DUnknown
S••••••• C•••••••• O••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$148M
as of Mar 31, 2023
no Form DUnknown
S••••••• C•••••••• O••••••••• F••• I• F••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$21.6M
as of Mar 31, 2023
no Form DUnknown
S••••••• C•••••••• O••••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$15.7M
as of Mar 31, 2023
no Form DHarvest
S••••••• T••••••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$7.9M
as of Mar 30, 2012
no Form DWound down
S••••••• T••••••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$6.3M
as of Mar 30, 2012
no Form DWound down
S••••••• T••••••••• O••••••••• F••• I••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$5.6M
as of Mar 30, 2012
no Form DWound down
S••••••• T••••••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$3.4M
as of Mar 30, 2012
no Form DWound down
S••••••• T••••••••• O••••••••• F••• I••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$1.9M
as of Mar 30, 2012
no Form DWound down
S••••••• T••••••••• O••••••••• F••• I••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.5M
as of Mar 30, 2012
no Form DWound down
S••••••• C•••••••• O••••••••• O••••••• F••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$1.2M
as of Mar 31, 2023
no Form DHarvest
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
S••••••• T••••••••• O••••••••• F••• I•••• L•Private Equity Fund2012 to 2012
$68.8M
filed Mar 30, 2012
adviserinfo.sec.gov
S••••••• T••••••••• O••••••••• F••• I•••••• L•Private Equity Fund2012 to 2012
$16.3M
filed Mar 30, 2012
adviserinfo.sec.gov
S••••••• T••••••••• O••••••••• F••• I•••• L•Private Equity Fund2012 to 2012
$14.4M
filed Mar 30, 2012
adviserinfo.sec.gov
S••••••• T••••••••• O••••••••• F••• I•••••• L•Private Equity Fund2012 to 2012
$5.4M
filed Mar 30, 2012
adviserinfo.sec.gov
S••••••• T••••••••• O••••••••• F••• I•••••• L•Private Equity Fund2012 to 2012
$778,561
filed Mar 30, 2012
adviserinfo.sec.gov
S••••••• T••••••••• O••••••••• F••• I•••••• L•Private Equity Fund2012 to 2012
$778,460
filed Mar 30, 2012
adviserinfo.sec.gov
Team
9 current, 7 former
Platform (5)
7 former (kept with end dates)
Portfolio
1 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
3••Role unknownexited
exited Mar 1, 2023
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Mar 1, 2023Exit to a strategic buyer3••Seller (confirmed)freightwaves.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
LP commitments
1 disclosed
Events
5 most recent
  1. Sep 1, 2026
    Adviser CRD 139018 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. May 1, 2024
    S••••••• Announces the Sale of Founding Interest in GISI
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Mar 9, 2023
    S••••••• Announces Sale of Taylored Services to Yusen Logistics
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Mar 1, 2023
    S••••••• Announces Sale of Taylored Services to Yusen Logistics
    ExitFact3••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  5. Mar 30, 2012
    S••••••• A•••••••• 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

S••••••• A•••••••• L•• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA and Wealth1Allocators1

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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