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 / O• P•••••• C••••••

O• P•••••• C••••••

Buyout firmUpper middle marketGrand Rapids, MISEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 29 of 29 distinct vehicles are sworn P•••••• Equity Funds; 29 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $11.49bn P•••••• Equity Fund GAV on the Form ADV filed 2024-11-14
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 29 of 29 distinct vehicles are sworn P•••••• Equity Funds; 29 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 24, 2015 to Nov 14, 2024
RAUM
$20Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
28
PE fund GAV, latest filing
$11Breported gross assets (Form ADV), not fund size
All private fund GAV
$11Bevery private fund type, latest filing
2024 PE fund GAV
$11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-11-14, latest gav Private Equity Fund $11B, latest counts Private Equity Fund 28, lifetime distinct Private Equity Fund 29
Employees
74
Headquarters
Grand Rapids, MI
Office address
200 MONROE AVENUE NW, SUITE 500, Grand Rapids, MI, 49503
Business phone
616-278-6000
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
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
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
29 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
O• G••••••• L•
ADV: P•••••• Equity Fund
Fund of funds2024
first reported on Form ADV
$915M
as of Nov 14, 2024
no Form DUnknown
O• F••• V••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$790M
as of Nov 14, 2024
no Form DUnknown
O• D• F••• V••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$700M
as of Nov 14, 2024
no Form DUnknown
O• F••• V•• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2024
first reported on Form ADV
$73.0M
as of Nov 14, 2024
no Form DUnknown
O• P•••••• H••••• S••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$54.7M
as of Nov 14, 2024
no Form DUnknown
O••••• A••••• E• F••• V•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$17.2M
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• F••• V•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$1.3B
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• D• F••• V•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$785M
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• D• G• I••••••••• P••••••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$198M
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• G• I••••••••• P••••••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$173M
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• H• F••• V• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$109M
as of Nov 14, 2024
no Form DEarly deployment
O••••• A••••• F••• V• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2022
first reported on Form ADV
$100M
as of Nov 14, 2024
no Form DEarly deployment
O• N•••• S••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$26.4M
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
year in the fund name
$1.1B
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• D• G• I••••••••• P••••••• I••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$1.0B
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• D• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
year in the fund name
$998M
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• G• I••••••••• P••••••• I••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$617M
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• F••• 2••• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2020
year in the fund name
$55.4M
as of Nov 14, 2024
no Form DActive deployment
O• D• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2019
year in the fund name
$598M
as of Nov 14, 2024
no Form DMature
O••••• A••••• G• I••••••••• P•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$370M
as of Nov 14, 2024
no Form DActive deployment
O••••• A••••• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2019
year in the fund name
$369M
as of Nov 14, 2024
no Form DMature
O••••• A••••• F••• 2••• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2019
year in the fund name
$70.8M
as of Nov 14, 2024
no Form DMature
O• A•••• C••••••••• P•••••••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$329M
as of Nov 14, 2024
no Form DMature
O••••• A••••• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2018
year in the fund name
$258M
as of Nov 14, 2024
no Form DMature
O••••• A••••• F••• 2••• ••••••••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2018
year in the fund name
$30.4M
as of Nov 14, 2024
no Form DMature
P•••••• N••••• S•••••• 2•••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2018
year in the fund name
$5.6M
as of Nov 14, 2024
no Form DHarvest
O••••• A••••• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2017
year in the fund name
$300M
as of Nov 14, 2024
no Form DHarvest
O••••• A••••• F••• 2•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2016
year in the fund name
$166M
as of Nov 14, 2024
no Form DMature
P•••••• S•• S•••••• 2•••• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2016
year in the fund name
$30.0M
as of Mar 31, 2022
no Form DWound down
Team
6 current, 6 former
Managing partner (1)
6 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
  1. Dec 24, 2015
    O• P•••••• C•••••• 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

O• P•••••• C•••••• 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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