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A••••••• C•••••• G•••• L••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Greenwich, CT

••• Locked

Regulatory AUM
$1.6B
Form ADV
PE fund assets
$1.5B
Form ADV
PE funds
19
Form ADV
Investments held
116 of 116
DFX transaction tape
LP commitments listFind similar buyers
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Funds and vehiclesTeam (16)Transactions
As of · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 15 Dec 2025, Filed a Form D on 15 Dec 2025, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
36 of 36 distinct vehicles are sworn Private Equity Funds; 24 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.55bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    36 of 36 distinct vehicles are sworn Private Equity Funds; 24 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    28 of 28 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $1.6B · 19 PE funds · filed Mar 31, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Nov 20, 2014 to Mar 31, 2026
RAUM
$1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
19
PE fund GAV, latest filing
$1.5Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.5Bevery private fund type, latest filing
2024 PE fund GAV
$1.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 19 funds, $1.5B reported gross assets, 36 ever reported
Form ADV filed Mar 31, 2026
Employees
20
Headquarters
Greenwich, CT
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 116 observed dealsShow
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
••• Locked
Observed from deals on record
On record
116 companies, 116 holdings
Period
2025 (1 dated observation, 115 holdings undated)
Most deals
Software (5 of 116, e.g. Fintech Today and Exit), financial services (1 of 116)
Subsectors
Software (3 of 116), vertical software (2 of 116), financial services (1 of 116)
Deal roles
1 minority stake, 115 with role not stated
Control
1 minority, 115 not stated
Where
Ny (1 of 116), ca (1 of 116)

116 companies on the graph (0 transactions); most in software (5); observed 2025 to 2025

Funds
27 families, 36 vehicles on record

21 smaller families are in the full list of vehicles.

View all 36 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••••••• V• S••• L•
ADV: Private Equity Fund
buyout or unlabelled2025
Form D first sale
$10.0M
as of Mar 31, 2026
$10.0MUnknown
A••••••• C•••••• I• O••••••••• F••• 1• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$12.7M
as of Mar 31, 2026
$0Early deployment
A••••••• C•••••• V• L•
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$289M
as of Mar 31, 2026
$200MActive deployment
A••••••• V••••••• I•• O••••••••• F••• 5• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$70,639
as of Mar 31, 2023
$0Wound down
V•••••• P•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
Form D first sale
$375M
as of Mar 31, 2026
$197MUnknown
A••••••• V••••••• I•• O••••••••• F••• 2• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$7.7M
as of Mar 31, 2026
no Form DHarvest
A••••••• V••••••• I•• O••••••••• F••• 6• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$4.0M
as of Mar 31, 2026
$0Harvest
A••••••• V••••••• I•• O••••••••• F••• 4• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$912,916
as of Mar 31, 2026
no Form DHarvest
A••••••• V••••••• I•• O••••••••• F••• 3• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$569,089
as of Mar 31, 2026
no Form DHarvest
A••••••• C•••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2020
Form D first sale
$384M
as of Mar 31, 2026
$377MMature
A••••••• V••••••• I•• O••••••••• F••• 1• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$4.7M
as of Mar 31, 2026
no Form DHarvest
A••••••• V••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
Form D first sale
$117M
as of Mar 31, 2026
no Form DHarvest
A••••••• V••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$24.4M
as of Mar 31, 2026
no Form DHarvest
A••••••• C••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$250,000
as of Mar 28, 2019
no Form DWound down
A••••••• I••••••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$100,000
as of Mar 30, 2020
no Form DWound down
A••••••• R• C• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$8.6M
as of Dec 11, 2024
no Form DMature
A••••••• V••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$2.4M
as of Mar 31, 2026
no Form DHarvest
A••••••• S• C• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
first reported on Form ADV
$5,820
as of Nov 3, 2022
no Form DWound down
A••••••• C•••••• P• C••••••• F••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$215M
as of Mar 31, 2026
$0Unknown
A••••••• C•••••• G•••• V•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$48.5M
as of Mar 31, 2026
no Form DUnknown
A••••••• L• O••••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$20.8M
as of Mar 31, 2026
no Form DUnknown
A••••••• X• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$18.8M
as of Mar 31, 2026
$0Unknown
A••••••• K• O••••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$12.2M
as of Mar 31, 2026
$0Unknown
A••••••• R• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.9M
as of Dec 11, 2024
no Form DMature
A••••••• H••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.9M
as of Mar 28, 2016
no Form DWound down
A••••••• H••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1.4M
as of Aug 17, 2015
no Form DWound down
A••••••• R••• H•••••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$764,282
as of Dec 11, 2024
no Form DMature
A••••••• R••• H•••••••• L•
ADV: Private Equity Fund
Feeder or parallelunknown$595,860
as of Dec 11, 2024
no Form DMature
A••••••• R•••• H••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,626
as of Mar 30, 2018
no Form DUnknown
A••••••• R•••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,626
as of Mar 30, 2018
no Form DUnknown
A••••••• R•••• H••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$1,626
as of Mar 30, 2018
no Form DUnknown
A••••••• C•••••• V•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 31, 2026
$0Unknown
A••••••• W• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Dec 11, 2024
no Form DUnknown
A••••••• H••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Dec 11, 2024
no Form DUnknown
A••••••• H••••••• V• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Dec 11, 2024
no Form DUnknown
A••••••• H••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Dec 11, 2024
no Form DUnknown
Team
16 current, 4 former
Full team · 16 peoplegrouped by role, with sources
Managing partner (3)
Partner (2)
Principal (1)
Vice president (2)
Analyst (2)
Operating partner (1)
Platform (5)
4 former (kept with end dates)
Deals
116 on record, newest first · 0 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Nov 20, 2025
venture round
S•••• T•••••••••Portfolio relationshipMinorityactive
held 10 months
unknownFact DFX cross-reference
date unknownB••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••• S••••••••• A•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
All 116 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Nov 20, 2025
venture round
S•••• T•••••••••Portfolio relationshipMinorityactive
held 10 months
unknownFact DFX cross-reference
date unknownB••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••• S••••••••• A•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownW••• F•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA• P•••• I•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownY•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownW•••••• H••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownH•••••• W•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownN•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownN••• g••••••••• A••••••••• W•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown1••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownV•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownV••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE••••••••• l•••••••• t••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown9•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownK••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownH•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownL•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownD•••••• L•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownM•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownR••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownU•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•• A••••••••• A• P••••••• f•• R•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownN••••• F••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••• F••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP••••••• S••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownW•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownc•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownH•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownW••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownX•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownH•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownN•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownJ•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG••••• t••••••• p••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownM•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownC••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••• L•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownL••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownD••••••• L•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB••••• H•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownt•• n••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownB•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownL••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknown1•• B••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownP•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownW•••••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownZ••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••• I•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF•••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownF•••••• T••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownG•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownA•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownS••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownE•••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownT•••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference
date unknownO••••••Portfolio relationshipRole unknownactiveunknownFact DFX cross-reference

Showing 100 of 116 deals on this record. Private Equity Intelligence opens the rest of this record's rows.

Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
  • R••• P••••••• L•• 1 shared · one time
  • F••••••••• P•••••• C•••••• G•••• 1 shared · one time · last Jan 1, 2018
  • B••••••• P•••••••• L•• 1 shared · one time · last Jan 29, 2024
  • R••• P••••••• L•• 1 shared · one time · last Jan 1, 2019
LP commitments
0 LPs, 0 disclosed commitments
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 20, 2014
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

A••••••• C•••••• G•••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent 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.

Checking your plan…

Not yet on record: deals, last 12 months.