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E••• R•••• C•••••• M••••••••• L••

CandidateClassification candidateLower middle marketSEC registered investment adviser· Houston, TXe••••••••.com

••• Locked

Regulatory AUM
$1.9B
Form ADV
PE fund assets
$991M
Form ADV
PE funds
8
Form ADV
Investments held
0 of 7
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (22)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 basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 5 Private Equity Fund(s) among 13 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.99bn Private Equity Fund GAV on the Form ADV filed 2024-12-11
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 5 P•••••• Equity Fund(s) among 13 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 1, 2023 to Mar 31, 2026
RAUM
$1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$991Mreported gross assets (Form ADV), not fund size
All private fund GAV
$2.3Bevery private fund type, latest filing
2024 PE fund GAV
$991Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
39%
Fund type mix
filed 2024-12-11, latest gav Hedge Fund $996M, Private Equity Fund $991M, latest counts Hedge Fund 8, Private Equity Fund 5, lifetime distinct Hedge Fund 8, Private Equity Fund 5
Employees
15
Headquarters
Houston, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
7 observed deals
Stated by the firm
Sectors
energy, infrastructure
Geography
Global
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
Observed from deals on record
roles
unknown 7
period
to unknown, from unknown, undated holdings 7, dated observations 0
window
last unknown, first unknown
control
unknown 7
companies
7
geography
investments
7
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
3
disclosed value usd
n 0
sector distribution
count 3, share 0.429, value energy, examples Case Study 3, Case Study 1, Case Study 0
holding period years
n 0
repeat counterparties
subsector distribution
count 3, share 0.429, value energy, examples Case Study 3, Case Study 1, Case Study 0

7 companies on the graph (0 transactions); most in energy (3); no dated observations

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$641M
as of Dec 11, 2024
no Form DUnknown
I•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$237M
as of Dec 11, 2024
no Form DUnknown
I•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$58.9M
as of Dec 11, 2024
no Form DUnknown
M•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$33.7M
as of Dec 11, 2024
no Form DEarly deployment
M•••
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$20.7M
as of Dec 11, 2024
no Form DEarly deployment
Team
22 current, 0 former
Partner (7)
Business development (1)
Investor relations (1)
Platform (6)
Portfolio
7 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B••••••• I•••••••• 1••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• C•••••••• 3•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• S•••• 0•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• S•••• 1•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• S•••• 2•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• S•••• 3•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••••• P•••••• I••••••••• 4•Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 relationships
Placement agents (1)
  • E•••• P•••••••• L•• 1 shared · one time · last Jan 1, 2024
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 31, 2026
  2. Nov 1, 2023
Across the graphs

E••• R•••• C•••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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