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S•••••• C•••••• M•••••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boston, MAs••••••.com

••• Locked

Regulatory AUM
$2.5B
Form ADV
PE fund assets
$2.1B
Form ADV
PE funds
8
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (4)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $2.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Mar 30, 2026
RAUM
$2.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$2.1Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.5Bevery private fund type, latest filing
2024 PE fund GAV
$2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $2.1B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 13
Employees
23
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
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
up to $25.0M
Enterprise value
up to $250M
Equity check
$25.0M to $75.0M
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
13 on record, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••• C•••••• P••••••• V••• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$578M
as of Mar 29, 2024
no Form DUnknown
S•••••• C•••••• P••••••• V••• L•
ADV: Private Equity Fund
Buyout fund2024
first reported on Form ADV
$205M
as of Mar 29, 2024
no Form DUnknown
S•• • R••••••••• A••••••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$28.3M
as of Mar 29, 2024
no Form DUnknown
S••••• B•••••• L••
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$11.2M
as of Mar 29, 2024
no Form DUnknown
S•••••• C•••••• P••••••• V•• L•
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$486M
as of Mar 29, 2024
no Form DMature
S•••••• C•••••• P••••••• V•• L•
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$188M
as of Mar 29, 2024
no Form DMature
S•••••• C•••••• P••••••• I• L•
ADV: Private Equity Fund
Buyout fund2016
first reported on Form ADV
$617M
as of Mar 29, 2024
no Form DMature
S•••••• I••••••••• I••••••••• F••• I•• L•
ADV: Private Equity Fund
Feeder or parallelunknown$27.0M
as of Sep 12, 2014
no Form DWound down
S•••••• I••••••••• I••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$965,000
as of Mar 29, 2024
no Form DHarvest
S•••••• I••••••••• I••••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$835,000
as of Mar 29, 2024
no Form DHarvest
S•••••• I••••••••• A••••••• F••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$183,000
as of Jun 10, 2013
no Form DWound down
S•••••• I••••••••• I••••••••• F••• I•••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$111,000
as of Mar 29, 2024
no Form DHarvest
S•••••• I••••••••• G• F••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$74,000
as of Jun 10, 2013
no Form DWound down
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•••••• C••••••••• F••• I• L•Private Equity Fund2026 to 2026
$140M
filed Mar 30, 2026
reports.adviserinfo.sec.gov
Team
4 current, 3 former
3 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
2 most recent
  1. Mar 30, 2026
  2. Feb 13, 2012
Across the graphs

S•••••• C•••••• M••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA 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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