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.

Firms / A•••• H••••••• L••

A•••• H••••••• L••

Buyout firmUpper middle marketGreenwich, CTa•••••••••.comSEC registered investment adviser

A•••• Holdings and its affiliates are a diversified group of 23 manufacturing and distribution businesses with approximately 40,000 associates around the world.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 11 of 16 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Upper middle marketdefined by: proxy: $8.43bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 16 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
Feb 14, 2012 to Mar 28, 2024
RAUM
$8.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$8.4Breported gross assets (Form ADV), not fund size
All private fund GAV
$8.5Bevery private fund type, latest filing
2024 PE fund GAV
$8.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
69%
Fund type mix
filed 2024-03-28, latest gav Other Private Fund $104M, Private Equity Fund $8.4B, latest counts Other Private Fund 5, Private Equity Fund 11, lifetime distinct Other Private Fund 5, Private Equity Fund 11
Employees
63
Headquarters
Greenwich, CT
Office address
100 NORTHFIELD STREET, Greenwich, CT, 06830
Business phone
203-622-9138
Stated criteria beside observed behaviour
54 observed deals
Stated by the firm
Sectors
business services, industrial services, industrials, manufacturing, distribution, food beverage, energy, transportation logistics, building products, automotive, packaging
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
We focus on business sectors where we have substantial domain expertise and we are not reliant on historical financial performance as the sole means for understanding asset value or scale of an opportunity.
Observed from deals on record
roles
add on 5, unknown 27, platform 22
period
to 2026-07-13, from 2016-05-27, undated holdings 33, dated observations 44
window
last 2026-07-13, first 2016-05-27
control
control 21, unknown 33
companies
54
geography
count 1, share 0.019, value VA, count 1, share 0.019, value ID, count 1, share 0.019, value CO, count 1, share 0.019, value AZ
investments
54
seller kinds
family 4, unknown 1, corporate parent 3
transactions
23
cadence by year
2016 add ons 1, platforms 1, 2018 add ons 2, 2019 platforms 2, other deals 1, 2020 platforms 3, 2022 platforms 2, 2023 add ons 1, platforms 3, other deals 1, 2024 platforms 1, 2025 platforms 4, 2026 add ons 1
platform add on
add ons 5, platforms 22, add ons per platform 0.23
sector known for
14
disclosed value usd
n 0
sector distribution
count 11, share 0.204, value industrial manufacturing, examples Inc. and Trojan Battery Company, LLC, Spruceland Millworks, Phoenix Color Corp., Snacks Division of TreeHouse Foods, Inc., count 2, share 0.037, value specialty distribution, examples The ODP Corporation, Saxco International, LLC, count 1, share 0.019, value agriculture, examples Foster Farms
holding period years
n 0
repeat counterparties
role legal adviser, shared 3, entity id d61886ec-8db1-439c-9bd3-a6ca7f0978c6, role sell side adviser, shared 2, entity id 1068940a-e6aa-4059-bf78-117bfd7fabba, role legal adviser, shared 2, entity id d7cf8e4c-3793-42a2-9b8f-15947a714377, role buy side adviser, shared 2, entity id 7d913573-4ad2-4c38-86fc-9b13313de6bd
subsector distribution
count 3, share 0.056, value miscellaneous manufacturing, examples Inc. and Trojan Battery Company, LLC, Assets of Exide Technologies’ Americas Business, EQI, count 2, share 0.037, value printing, examples Phoenix Color Corp., LSC Communications, Inc., count 2, share 0.037, value paper manufacturing, examples Crown Paper Group, Burrows Paper Mill, count 1, share 0.019, value misc nondurable wholesale, examples The ODP Corporation, count 1, share 0.019, value rigid packaging distribution, examples Saxco International, LLC, count 1, share 0.019, value agriculture, examples Foster Farms, count 1, share 0.019, value wood products, examples Spruceland Millworks, count 1, share 0.019, value food manufacturing, examples Snacks Division of TreeHouse Foods, Inc.

54 companies on the graph (23 transactions); most in industrial manufacturing (11); 22 platforms and 5 add-ons; observed 2016 to 2026

Funds
17 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••• C•••••• R•••••••• I• C• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$530M
as of Mar 28, 2024
no Form DEarly deployment
A•••• C•••••• R•••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$3.2B
as of Mar 28, 2024
no Form DEarly deployment
A•••• C•••••• R•••••••• •• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$79.4M
as of Mar 28, 2024
no Form DEarly deployment
A•••• I••••••••• I•• L••
ADV: Other Private Fund
SPV2022
first reported on Form ADV
$7.3M
as of Mar 28, 2024
no Form DEarly deployment
A•••• M••••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$3.8M
as of Mar 28, 2024
no Form DActive deployment
A•••• I••••••••• I• L••
ADV: Other Private Fund
SPV2020
first reported on Form ADV
$7.4M
as of Mar 28, 2024
no Form DActive deployment
A•••• C•••••• R•••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$3.0B
as of Mar 28, 2024
no Form DSuccessor fundraising
A•••• C•••••• R•••••••• •• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$111M
as of Mar 28, 2024
no Form DSuccessor fundraising
A•••• C••••••••• P••••••• L••
ADV: Other Private Fund
SPV2019
first reported on Form ADV
$48.9M
as of Mar 28, 2024
no Form DActive deployment
A•••• F•••• I•••••••• L••
ADV: Other Private Fund
SPV2019
first reported on Form ADV
$31.6M
as of Mar 28, 2024
no Form DMature
A•••• I••••••••• I• L••
ADV: Other Private Fund
SPV2019
first reported on Form ADV
$8.7M
as of Mar 28, 2024
no Form DHarvest
A•••• C•••••• R•••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$1.4B
as of Mar 28, 2024
no Form DMature
A•••• C•••••• R•••••••• •• I• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$43.3M
as of Mar 28, 2024
no Form DMature
A•••• C•••••• R•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$137M
as of Mar 28, 2024
no Form DUnknown
A•••• I••••••••• I••••••••• L•
ADV: Private Equity Fund
Fund of fundsunknown$5.5M
as of Mar 28, 2024
no Form DHarvest
A•••• C•••••• R•••••••• •• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$3.4M
as of Mar 28, 2024
no Form DMature
A•••• H••••••• F•••• I••••••••• F•••buyout or unlabelledunknownunknownno reportingno Form DUnknown
Team
130 current, 1 former
Managing partner (18)
Partner (27)
Principal (17)
Vice president (15)
Associate (15)
Analyst (8)
Capital markets (1)
Platform (23)
Other (5)
1 former (kept with end dates)
Portfolio
54 relationships, 22 platforms, 5 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I••• a•• T••••• B•••••• C••••••• L••
add-on to S•••••• E•••••
Add-onactiveJul 13, 2026
transaction announcement
2 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
T•• O•• C•••••••••PlatformactiveDec 10, 2025
transaction announcement
9 monthsM•••••• W••••••• S••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
S••••••••• E•••• N•••• A••••••PlatformactiveJul 31, 2025
transaction announcement
1.1 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
E•••• N•••• A••••••PlatformactiveJun 27, 2025
transaction announcement
1.2 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
R•••• A•••••••••PlatformactiveOct 24, 2024
transaction announcement
1.9 yearsJ•••• D••••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
H•••• J•••• G••••••••• B•••••••PlatformactiveOct 2, 2023
transaction announcement
3.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
E•••••• N•••
add-on to C•••••• F•••••••• F••••
Add-onactiveMay 30, 2023
transaction announcement
3.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
R••••••• F• C••••• I•••PlatformactiveMay 26, 2023
transaction announcement
3.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
U• F••••••••PlatformactiveApr 25, 2023
transaction announcement
3.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
C•••• P•••• G••••PlatformactiveOct 11, 2022
transaction announcement
3.9 yearsJ•••• O••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
F••••• F••••PlatformactiveJun 7, 2022
transaction announcement
4.3 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
L•• C••••••••• I•••PlatformactiveDec 4, 2020
transaction announcement
5.8 yearsT•••••• J• F•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
p••••••••• g••••PlatformactiveSep 30, 2020
transaction announcement
6.0 yearsP•••• B•••• (confirmed)Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• o• E•••• T••••••••• A••••••• B•••••••PlatformactiveAug 25, 2020
transaction announcement
6.1 yearsJ•••• D••••• H••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
S••••• D••••••• o• T•••••••• F••••• I•••PlatformactiveAug 1, 2019
transaction announcement
7.1 yearsM•••••• W••••••• S••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
I••••••••• W••• G•••• H•••••••• I•••PlatformactiveApr 30, 2019
transaction announcement
7.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
S•••• I••••••••• L••PlatformactiveJan 4, 2019
transaction announcement
7.7 yearsS•• G••••••• A•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
C••••••••• D••••• F••••
add-on to M•••••••• M•••••
Add-onactiveApr 11, 2018
transaction announcement
8.4 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
S••••••••• M••••••••
add-on to M••••• W••••••
Add-onactiveJan 2, 2018
transaction announcement
8.7 yearsT•• F•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
B•••••• P•••• M•••
add-on to t••• r•••••
Add-onactiveNov 16, 2016
transaction announcement
9.8 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
N•••• I••••••••• P•••••• S•••••••• D•••••••PlatformactiveMay 27, 2016
transaction announcement
10.3 yearsA••••• M• B••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
A•• I• G•••••• S•••• P•••• H••••••• L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••• G••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••Role unknownexited
exited Jun 13, 2023
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
B••••• S••••Platformexited
exited May 27, 2021
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
B••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••••• R••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
c•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• F•••••••• F••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D• L• R••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
e••••• g•••• c••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• C•••••••••Role unknownexited
exited Nov 30, 2018
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
F••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••••• g•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
m•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• M•••••Platformexited
exited Mar 1, 2021
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
M••••• W••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••• S•••• C••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• E•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• P••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• C•••• C••••Role unknownexited
exited Apr 13, 2022
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
R•••••••• L••Role unknownexited
exited Jan 9, 2024
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
R•••• A•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• E•••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
T•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• O•• G••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• B•• P••• a•• P••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
t••• r•••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• s••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• P•••••• • V•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
31 on record
DateTypeTargetThis firm’s roleSource
Jul 13, 2026Add-on acquisitionI••• a•• T••••• B•••••• C••••••• L••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Mar 10, 2026Minority investmentA•••• H••••••• L••Target (confirmed)xn--a-1hnaaaaaaaa.com
Dec 10, 2025Platform acquisitionT•• O•• C•••••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Sep 19, 2025Platform acquisitionT•• O•• C•••••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jul 31, 2025Platform acquisitionS••••••••• E•••• N•••• A••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jun 27, 2025Platform acquisitionE•••• N•••• A••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Oct 24, 2024Platform acquisitionR•••• A•••••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jan 9, 2024Exit to a strategic buyerR•••••••• L••Seller (confirmed)xn--a-1hnaaaaaaaa.com
Oct 2, 2023Platform acquisitionH•••• J•••• G••••••••• B•••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jun 13, 2023Exit to a strategic buyerA••••••Seller (confirmed)xn--a-1hnaaaaaaaa.com
May 30, 2023Add-on acquisitionE•••••• N•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
May 26, 2023Platform acquisitionR••••••• F• C••••• I•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Apr 25, 2023Platform acquisitionU• F••••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Apr 14, 2023Majority investmentI••••••••• W••• G•••• H•••••••• I•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Oct 11, 2022Platform acquisitionC•••• P•••• G••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jun 7, 2022Platform acquisitionF••••• F••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Apr 13, 2022Exit to a strategic buyerP•••••• C•••• C••••Seller (confirmed)xn--a-1hnaaaaaaaa.com
May 27, 2021Exit to a strategic buyerB••••• S••••Seller (confirmed)xn--a-1hnaaaaaaaa.com
Mar 1, 2021Exit to a strategic buyerM•••••••• M•••••Seller (confirmed)xn--a-1hnaaaaaaaa.com
Dec 4, 2020Platform acquisitionL•• C••••••••• I•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Sep 30, 2020Platform acquisitionp••••••••• g••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Aug 25, 2020Platform acquisitionA••••• o• E•••• T••••••••• A••••••• B•••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Aug 1, 2019Carve-outS••••• D••••••• o• T•••••••• F••••• I•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Apr 30, 2019Platform acquisitionI••••••••• W••• G•••• H•••••••• I•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Jan 4, 2019Platform acquisitionS•••• I••••••••• L••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Nov 30, 2018Exit to a strategic buyerE••••••• C•••••••••Seller (confirmed)xn--a-1hnaaaaaaaa.com
Apr 11, 2018Add-on acquisitionC••••••••• D••••• F••••Sponsor (derived)xn--a-1hnaaaaaaaa.com
Jan 2, 2018Add-on acquisitionS••••••••• M••••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Feb 14, 2017Exit to a strategic buyerO•••••••• S•••• i• B••••• S••••Strategic acquirer (confirmed)turnspirecap.com
Nov 16, 2016Add-on acquisitionB•••••• P•••• M•••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
May 27, 2016Platform acquisitionN•••• I••••••••• P•••••• S•••••••• D•••••••Sponsor (confirmed)xn--a-1hnaaaaaaaa.com
Placement agents, lenders, advisers and co-investors
13 relationships
Financial advisers (8)
  • L••••• 2 shared · recurring · last Dec 10, 2025
  • J••• M••••• S••••••••• L•• 2 shared · recurring · last Dec 10, 2025
  • H••••••• L•••• 2 shared · recurring · last Apr 25, 2023
  • G•••••• S•••• • C•• L•• 1 shared · one time · last Apr 25, 2023
  • J•••••••• L•• 1 shared · one time · last Jul 13, 2026
  • P•••• S•••••• • C•• 1 shared · one time · last May 30, 2023
  • M••••• S•••••• • C•• L•• 1 shared · one time · last Jun 7, 2022
  • D••••••• B••• S••••••••• I••• 1 shared · one time · last Apr 25, 2023
Legal advisers (5)
  • W•••••• F••• • G•••••••• L•• 3 shared · strong · last Dec 10, 2025
  • S•••••• T•••••• • B••••••• L•• 2 shared · recurring · last Dec 10, 2025
  • W•••••• 1 shared · one time · last Jul 13, 2026
  • P••• H•••••••• L•• 1 shared · one time · last Jul 13, 2026
  • G••••••• L•• 1 shared · one time · last Jul 13, 2026
LP commitments
1 disclosed
  • A••••• P•••••••• F••• C••••••••• $98.6M apfc.org
Events
60 most recent
  1. Jul 13, 2026
    07/13/2026 S•••••• E••••• Announces Acquisition of C&D T••••• to Expand Global B•••••• Manufacturing and Strengthen U.S. E••••• Security
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Mar 25, 2026
    A•••• H••••••• L••: Private Equity Funds on Form ADV 11 (2024 extract) -> 12 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Mar 10, 2026
    B••••••••• a•• B••• O•• Announce Strategic Minority Investment in A•••• Holdings
    Transaction announcedFactB••••••••• a•• B••• O••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  4. Mar 10, 2026
    03/10/2026 B••••••••• a•• B••• O•• Announce Strategic Minority Investment in A•••• Holdings
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  5. Dec 31, 2025
    A••••• P•••••••• F••• C••••••••• reports A•••• Capital R•••••••• V LP: $98,600,000 committed, vintage 2026
    Lp commitment disclosedFactA••••• P•••••••• F••• C•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  6. Dec 10, 2025
    A•••• Holdings Completes Acquisition of T•• O•• C•••••••••; Craig Gunckel Named Chief Executive Officer
    Platform investmentFactT•• O•• C•••••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  7. Dec 10, 2025
    12/10/2025 A•••• Holdings Completes Acquisition of T•• O•• C•••••••••; Craig Gunckel Named Chief Executive Officer
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  8. Sep 22, 2025
    09/22/2025 T•• O•• C••••••••• to be Acquired by A•••• Holdings in All-Cash Transaction
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  9. Sep 19, 2025
    T•• O•• C••••••••• to be Acquired by A•••• Holdings in All-Cash Transaction
    Platform investmentFactT•• O•• C•••••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  10. Aug 25, 2025
    08/25/2025 B••••••••• Exits Building Materials D•••••••s
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  11. Aug 22, 2025
    08/22/2025 F••••• F•••• Completes Sale of Farmerville, Louisiana Complex to Case F••••
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  12. Jul 31, 2025
    A•••• Completes Acquisition of S••••••••• E•••• N•••• A••••••; Forms O•••• S•••• and Appoints Doug M••••••s CEO
    Platform investmentFactS••••••••• E•••• N•••• A••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  13. Jul 31, 2025
    07/31/2025 A•••• Completes Acquisition of S••••••••• E•••• N•••• A••••••; Forms O•••• S•••• and Appoints Doug M••••••s CEO
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  14. Jun 27, 2025
    A•••• Holdings to Acquire E•••• N•••• A••••••, a Leading S•••• Producer in the U.S. and C•••••
    Platform investmentFactE•••• N•••• A••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  15. Jun 27, 2025
    06/27/2025 A•••• Holdings to Acquire E•••• N•••• A••••••, a Leading S•••• Producer in the U.S. and C•••••
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  16. May 5, 2025
    05/05/2025 A•••• Holdings Completes a “One and Done” Closing of F•••• Investment Fund at Hard Cap of $6.45 Billion
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  17. Apr 3, 2025
    04/03/2025 A•••• Holdings Launches R•••• A••••••••• with Acquisitions of R•••• A••••••••• and SRG Global
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  18. Feb 7, 2025
    02/07/2025 T•••••• B•• P••• a•• P•••• Names Bill MacPherson Chief Executive Officer
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  19. Jan 9, 2025
    01/09/2025 A•••• Holdings Announces Sale of S••••
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  20. Nov 4, 2024
    11/04/2024 A•••• Holdings Announces Exit from Iconex
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  21. Oct 24, 2024
    A•••• Holdings to Acquire R•••• A•••••••••
    Platform investmentFactR•••• A•••••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  22. Oct 24, 2024
    10/24/2024 A•••• Holdings to Acquire R•••• A•••••••••
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  23. Oct 17, 2024
    10/17/2024 A•••• Holdings Signs Agreement to Acquire SRG Global
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  24. Sep 27, 2024
    09/27/2024 A••• P•••••••• Joins A•••• as Partner, Chief Financial Officer
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  25. Aug 27, 2024
    08/27/2024 M2S Group Acquires Iconex Label S•••••••• B•••••••
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  26. May 2, 2024
    05/02/2024 A•••• Holdings Announces the Sale of NPX One
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  27. Jan 9, 2024
  28. Jan 9, 2024
    01/09/2024 A•••• Holdings Announces Sale of R••••••• to Hampton Lumber
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  29. Oct 2, 2023
    A•••• Holdings Acquires H•••• J•••• G••••••••• B••••••• from Varsity Brands
    Platform investmentFactH•••• J•••• G••••••••• B•••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  30. Oct 2, 2023
    10/02/2023 A•••• Holdings Acquires H•••• J•••• G••••••••• B••••••• from Varsity Brands
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  31. Sep 5, 2023
    09/05/2023 Varsity Brands and A•••• Holdings Announce Definitive Agreement for the Sale of H•••• J•••• G••••••••• B•••••••
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  32. Aug 1, 2023
    08/01/2023 T•••••• B•• P••• a•• P•••• Acquires T•••••• Bay M••• from R••••••• FP C•••••
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  33. Jun 13, 2023
  34. Jun 13, 2023
    06/13/2023 A•••••• Sold to Jupiter Aluminum Corporation
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  35. Jun 1, 2023
    06/01/2023 L•••side Book Company Acquires Marquis Book Printing, Inc.
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  36. May 30, 2023
    05/30/2023 A•••• Holdings to Acquire T•••••• Bay M••• from R••••••• F• C••••• I•••
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  37. May 30, 2023
    05/30/2023 F•••••••• F•••• Acquires E•••••• N••• from C••••••• Soup Company
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  38. May 26, 2023
    A•••• Holdings to Acquire T•••••• Bay M••• from R••••••• F• C••••• I•••
    Platform investmentFactR••••••• F• C••••• I•••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  39. Apr 25, 2023
  40. Apr 25, 2023
    04/25/2023 A•••• Holdings to Acquire U• F••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  41. Apr 14, 2023
    A•••• Holdings and Olympus Partners Announce Definitive Agreement for the Sale of I••••••••• W••• G•••• H•••••••• I•••
    Platform investmentFactI••••••••• W••• G•••• H•••••••• I•••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  42. Apr 14, 2023
    04/14/2023 A•••• Holdings and Olympus Partners Announce Definitive Agreement for the Sale of I••••••••• W••• G•••• H•••••••• I•••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  43. Oct 20, 2022
    10/20/2022 EQI and Accucam Announce Merger; Create Leading Global Supply Chain Solution for Metal Products
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  44. Oct 11, 2022
  45. Oct 11, 2022
    10/11/2022 A•••• Holdings Acquires C•••• P•••• G••••
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  46. Jul 12, 2022
    07/12/2022 A•••• Holdings Announces Close of A•••• C•••••• R•••••••• I• C• L•
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  47. Jun 7, 2022
    A•••• Holdings Completes Acquisition of F••••• F••••
    Platform investmentFactF••••• F••••Press release wires (PR Newswire, GlobeNewswire, B••••••• W••• public pages and RSS)
  48. Jun 7, 2022
    06/07/2022 A•••• Holdings Completes Acquisition of F••••• F••••
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  49. May 9, 2022
    05/09/2022 Iconex Acquires P••••••-Based Liberty Greenleaf
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  50. Apr 13, 2022
  51. Apr 13, 2022
    04/13/2022 L•••side Book Company Acquires P•••••• C••••
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  52. May 27, 2021
  53. May 27, 2021
    05/27/2021 A•••• Holdings Completes Sale of B••••• S••••
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  54. Mar 1, 2021
  55. Mar 1, 2021
    03/01/2021 A•••• Holdings Completes Sale of M•••••••• M•••••
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  56. Dec 4, 2020
  57. Dec 4, 2020
    12/04/2020 A•••• Holdings Acquires LSC C•••••••••
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  58. Dec 1, 2020
    12/01/2020 A•••• Holdings Announces the Sale of Novipax and Formation of NPX ONE
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  59. Sep 30, 2020
  60. Sep 30, 2020
    09/30/2020 A•••• Holdings Acquires P••••••••• G••••
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Across the graphs

A•••• H••••••• L•• 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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