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 / R•••••••• A•••••••

R•••••••• A•••••••

Hybrid manager · probableunsizedBoston, MAr•••••••••.comSEC registered investment adviser

Founded in 1990, R•••••••• A••••••• is a Boston investment firm specializing in managing index-based strategies for institutional investors.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 0 of 17 distinct vehicles; hedge, securitized or liquidity vehicles 0
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 0 of 17 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 29, 2011 to Mar 28, 2024
RAUM
$108Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$15Bevery 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
0%
Fund type mix
filed 2024-03-28, latest gav Other Private Fund $15B, latest counts Other Private Fund 17, lifetime distinct Other Private Fund 17
Employees
30
Headquarters
Boston, MA
Office address
265 FRANKLIN STREET, 21ST FLOOR, Boston, MA, 02110-3326
Business phone
617-345-0434
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
As an employee-owned firm, we focus our attention on satisfying the diverse needs of our clients.
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
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•••••••• I••••••••• P••••• I•••• T••••
ADV: Other Private Fund
buyout or unlabelled2015
first reported on Form ADV
$473M
as of Mar 28, 2024
no Form DUnknown
R•••••••• S•• I•••• P••••• T••••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$4.0B
as of Mar 28, 2024
no Form DUnknown
R•••••••• R•••••• 1••• P••••• I•••• T••••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$2.4B
as of Mar 28, 2024
no Form DUnknown
R•••••••• C••• B••• P••••• T••••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$1.3B
as of Mar 28, 2024
no Form DUnknown
R•••••••• M•••••• I•••• F••• P••••• T••••
ADV: Other Private Fund
Buyout fund2014
first reported on Form ADV
$1.1B
as of Mar 28, 2024
no Form DMature
R•••••••• L•••• C•• G••••• P••••• I•••• T••••
ADV: Other Private Fund
Growth fund2014
first reported on Form ADV
$1.0B
as of Mar 28, 2024
no Form DUnknown
M••••••••• S•• 5•• P••••• I•••• F•••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$835M
as of Mar 28, 2024
no Form DUnknown
R•••••••• R•••••• 1••• V•••• I•••• P••••• T••••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$789M
as of Mar 28, 2024
no Form DMature
R•••••••• S•••••••• I•••• F••• P••••• T••••
ADV: Other Private Fund
buyout or unlabelled2014
first reported on Form ADV
$361M
as of Mar 28, 2024
no Form DUnknown
R•••••••• E•••• W••••••• L•••• C•• T••••
ADV: Other Private Fund
Buyout fund2014
first reported on Form ADV
$48.7M
as of Mar 28, 2024
no Form DHarvest
Q•• I••••• L••
ADV: Other Private Fund
buyout or unlabelledunknown$1.2B
as of Mar 28, 2024
no Form DUnknown
Team
30 current, 6 former
Partner (8)
Analyst (6)
Business development (1)
Platform (10)
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. Nov 29, 2011
    R•••••••• A••••••• 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

R•••••••• A••••••• is the same institution as 2 records in RIA and Wealth and Independent Sponsors.

RIA and Wealth1Independent Sponsors1

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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