Private Equity Intelligence
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.
B••••••••• R•••••••• E••••• G•••• L••
- Class
- Infrastructureprobable, confidence 70%
- Basis
- R2: 29 of 50 private equity vehicles are named infrastructure
- Size band
- Large capdefined by: proxy: $36.39bn Private Equity Fund GAV on the Form ADV filed 2024-08-14
- Strategies
- INFRASTRUCTURE, PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Infrastructure (probable, 70%, cls-pe-1)R2: 29 of 50 private equity vehicles are named infrastructure
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 30, 2021 to Aug 14, 2024
- RAUM
- $76Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 83
- PE fund GAV, latest filing
- $36Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $37Bevery private fund type, latest filing
- 2024 PE fund GAV
- $36Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 98%
- Fund type mix
- filed 2024-08-14, latest gav Other Private Fund $387M, Private Equity Fund $36B, latest counts Other Private Fund 2, Private Equity Fund 83, lifetime distinct Other Private Fund 2, Private Equity Fund 83
- Employees
- 1,019
- Headquarters
- Toronto, Ontario, Canada
- Office address
- BROOKFIELD PLACE, SUITE 100, 181 BAY STREET, Toronto, Ontario, M5J 2T3
- Business phone
- 416-363-9491
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•••• C•••••••• A•• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $618M as of Aug 14, 2024 | no Form D | Unknown | |
| C•• R•••••••• F••• 7• S•••••• S••••••••• • T•••••••• C•• R•• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $431M as of Aug 14, 2024 | no Form D | Unknown | |
| C•• A••••••••• I••••••••• S•••••• S••••••••• • T•••••••• C•• R•••••••• F••• 6• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $309M as of Aug 14, 2024 | no Form D | Unknown | |
| C•• V••• I• G••• • C•• G••••••••• I••••••••• K• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $245M as of Aug 14, 2024 | no Form D | Unknown | |
| C•• H•••••• G••• • C•• K••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $220M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I•••• L• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $219M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I• C•••••••• •• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $202M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I• C•••••••• •• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $201M as of Aug 14, 2024 | no Form D | Early deployment | |
| C•• V••• I• G••• • C•• G••••••••• I••••••••• K• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $177M as of Aug 14, 2024 | no Form D | Unknown | |
| B••• B•• I•• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $174M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• V••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $171M as of Aug 14, 2024 | no Form D | Early deployment | |
| C•• R•••••••• F••• S•••• S•••••••• • T•••••••• C•• R• S••••••• I• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $125M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I•••• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $82.3M as of Aug 14, 2024 | no Form D | Unknown | |
| C•• R•••••••• F••• S•••• S•••••••• • T•••••••• C•• R• S••••••• I• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $78.0M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I• J••••• C••••••••• H••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $51.0M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• V••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $47.0M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• D••• F••• I•••• L• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $34.1M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• V••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $32.1M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I•• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $15.8M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• V• ••• S••• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $11.5M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I•• G•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3,598 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• G••••• T••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• G••••• T••••••••• F••• I•••• S••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| C•• R•••••••• F••• 8• S•••••• S••••••••• • T•••••••• C•• R•• ADV: P•••••• Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• G••••• T••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• G••••• T••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I•• L• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B••• I• F•••• A•• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown | |
| B•• C••••••• H•••• H••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $6.9B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••• B•• I•• H••••••• A•• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $3.4B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• G••••• T••••••••• F•••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $2.7B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $2.3B as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I• B•• P•• A•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.4B as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• B••• U• D••••••••• A•• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.3B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $1.1B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• G••••• T••••••••• F•••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.1B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• •••• L• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $1.0B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• •••• L• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $1.0B as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $999M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• C••••••• C•••••••• I• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $992M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• G••••• T••••••••• F•••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $915M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $797M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• D••••••• E••••• U• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $691M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• G••••• T••••••••• F••• ••• S••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $624M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $599M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $554M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I••• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $513M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• C••••••• C•••••••• I• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $508M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• I••••• F••• S••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $387M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• I• ••• S••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $378M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••• B•• I• U• R•••••••• P•• L•• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $372M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $305M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• I•••••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $300M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I• R•••••••• S••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $299M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I•••••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $269M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $253M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• I• S•••••• U• A•• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $178M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• F••• I••••• L• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $156M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I• R•••••••• S••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $146M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• D••• F••• I•• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $110M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• I• A•• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $101M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $96.5M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $58.8M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• A••••••• I••••••••• F•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $50.8M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I• R•••••••• S••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $45.4M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• I• R•••••••• S•••••• ••• S••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $42.4M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• D••• F••• E••••• I••• S••• R••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $37.1M as of Aug 14, 2024 | no Form D | Early deployment | |
| B•• B•• I• U• S••••• A•• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $31.0M as of Aug 14, 2024 | no Form D | Unknown | |
| B••• B•• F•••••••• A•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $20.5M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I••• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $20.4M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• E••• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $19.7M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• A••••••• I••••••••• F••• ••••••••• P•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $19.5M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• I•• ••••••• S••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $14.5M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• I• E••• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $13.4M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• D••• F••• E••••• I• S••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $8.4M as of Aug 14, 2024 | no Form D | Early deployment | |
| B••••••••• I••••••••• D••• F••• I• ••••••• S••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $7.6M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• A••••••• I••••••••• F••• •••••••• P•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $6.7M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $5.4M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• U• S••••• A•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $4.2M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• B•• I• U• P•••••• L•••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $3.4M as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I• C•••••••• S•••••• •• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $2.1M as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• A••••••• I••••••••• F••• ••••• A••••••• P•••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $131,970 as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I••• G•• L•• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $10,581 as of Aug 14, 2024 | no Form D | Unknown | |
| B•• I• G•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $4,610 as of Aug 14, 2024 | no Form D | Unknown | |
| B••••••••• I••••••••• I••••• F••• F••••••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $0 as of Aug 14, 2024 | no Form D | Unknown |
- A••• R••••• · Managing Partner · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••• T••••• · Managing Partner, President Of B••••••••• Asset Management Ltd., Chief Executive Officer, R•••••••• P•••• And T••••••••• · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H••••• P• M••••••• · Managing Partner And Chief Financial Officer Of B••••••••• Asset Management Ltd. · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B•••• F•••• · Managing Partner And Chief Executive Officer Of B••••••••• C••••••••• And B••••••••• Asset Management Ltd. · since Mar 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• B•••• · Managing Partner, Chief Administrative Officer And G•••••• Counsel Of B••••••••• Asset Management Ltd. · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• P•••••• · Managing Partner And Chief Operating Officer Of B••••••••• C••••••••• · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• J••••• C••••• · Managing Partner · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••••• G•••••• · Managing Partner, President And Chief Financial Officer Of B••••••••• C••••••••• · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• F••••••••• · Managing Partner And Chief Compliance Officer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- B•••• M••••• · Managing Partner, Chief Financial Officer Of B••••••••• Asset Management Ltd. · Jan 1, 2013 to Jun 25, 2024 Inference
- B•••• W•••••• K••••••• · Managing Partner Of B••••••••• Asset Management Inc · Jan 1, 2010 to Mar 31, 2023 Inference
- C••••• T••••• · Managing Partner · Apr 1, 2019 to Mar 31, 2022 Inference
- C•••• W•••••• A•••••••• N•••• · Managing Partner & Chief Executive Officer A••••••••• Investments · Jul 1, 2019 to Mar 31, 2022 Inference
- J••• M••••• S••••••••• · Managing Partner · Jan 1, 2008 to Mar 31, 2023 Inference
- S••••• S••• · Managing Partner · Jan 1, 2014 to Mar 31, 2023 Inference
- W•••••• P••••• · Managing Partner Of B••••••••• Asset Management Inc · Jan 1, 2012 to Mar 31, 2023 Inference
- S• S••••••••• C••• L••• 6 shared · very strong · last Jan 1, 2024
- S••••••• A•••• M••••••••• A••••••••• G•••••• d• F••••• S••• 4 shared · strong · last Jan 1, 2024
- P••••• S••• 4 shared · strong · last Jan 1, 2024
- B••••••••• P•••••• C•••••• ••• L•••••• 4 shared · strong · last Jan 1, 2023
- M•••• A•••• S••••••••• C•• L•• 4 shared · strong · last Jan 1, 2024
- B••••••••• P•••••• A••••••• L•• 4 shared · strong · last Jan 1, 2017
- S•••••••• D•••• C•••••••• F••••••• L• 3 shared · strong · last Jan 1, 2023
- K• I••••••••• a•• S••••••••• C•• L••• 3 shared · strong · last Jan 1, 2023
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 3 shared · strong · last Jan 1, 2023
- T•••• P••••••• J•••• L•••••• 2 shared · recurring · last Jan 1, 2017
- L•••• W•••••• I••••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2023
- M•• H••••••• L•••••• 2 shared · recurring · last Jan 1, 2017
- M••••• J•••• K• 2 shared · recurring · last Jan 1, 2017
- N•• E•• A••••••••• L•••••• 2 shared · recurring · last Jan 1, 2023
- T•••••• P•••••••• S••••••• P••• L••• 1 shared · one time · last Jan 1, 2012
- B••••••• U• L••• 1 shared · one time · last Jan 1, 2012
- E••••••• A••••••• d• I••••••••• 1 shared · one time · last Jan 1, 2023
- P•••• Q••••••• C•••• 1 shared · one time · last Jan 1, 2023
- Aug 5, 2026B••••••••• R•••••••• E••••• G•••• L••: P•••••• Equity Funds on Form ADV 83 (2024 extract) -> 118 (roster 2026-09-01)
- Sep 30, 2021B••••••••• R•••••••• E••••• G•••• L•• first filed Form ADV in the extract (IA)
B••••••••• R•••••••• E••••• G•••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
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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