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.
R•••
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 12 Private Equity Fund(s) among 31 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 12 Private Equity Fund(s) among 31 vehicles; no rule fired
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 23, 2011 to Mar 27, 2019
- RAUM
- $74.0Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $15.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $74.0Mevery 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
- 39%
- Fund type mix
- filed 2019-03-27, latest gav Private Equity Fund $15.0M, Securitized Asset Fund $59.1M, latest counts Private Equity Fund 7, Securitized Asset Fund 5, lifetime distinct Hedge Fund 1, Private Equity Fund 12, Securitized Asset Fund 18
- Employees
- 80
- Headquarters
- New York, NY
- Office address
- 717 5TH AVENUE, 14TH FLOOR, New York, NY, 10022
- Business phone
- 212-506-3899
- 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 |
|---|---|---|---|---|---|---|
| T•••••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Jan 7, 2015 | no Form D | Unknown | |
| T•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Dec 5, 2012 | no Form D | Wound down | |
| T•••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Jan 7, 2015 | no Form D | Unknown | |
| T•••••• P••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Jan 7, 2015 | no Form D | Unknown | |
| T•••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Dec 5, 2012 | no Form D | Wound down |
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| C•••••• I••••• I••••••••• O••••••••• F••• a• L••• | Private Equity Fund | 2017 to 2019 | $7.4M filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C••••• C••• P••••••• I•• L••• | Private Equity Fund | 2017 to 2019 | $4.6M filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C••••• C••• I••••••••• O••••••••• F•••• L••• | Private Equity Fund | 2017 to 2019 | $2.7M filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C•••••• I••••• P•••••••• L••• | Private Equity Fund | 2017 to 2019 | $52,242 filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C••••• C••• P•••••••• L••• | Private Equity Fund | 2017 to 2019 | $51,549 filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C•••••• I••••• I••••••••• O••••••••• F••• C• L••• | Private Equity Fund | 2017 to 2019 | $50,420 filed Mar 27, 2019 | adviserinfo.sec.gov | |
| C•••••• I••••• P••••••• a• L••• | Private Equity Fund | 2017 to 2019 | $49,916 filed Mar 27, 2019 | adviserinfo.sec.gov |
- J•••••• D••• B•••••••• · President & Managing Director · since Sep 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• E•••••• · Senior Vice President; Member Of The Board Of M••••••s · since Nov 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• L••••••• F••••• · Member Of Board Of M••••••s · since Feb 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• A••••• A•••• · Member Of Board Of M••••••s · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• P•••••• C•••• · Member Of The Board Of M••••••s · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• G•••••• J•••••••• · Member Of Board Of M••••••s · since May 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•• B• R•••••• · Member Of Board Of M••••••s · since Feb 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• S•••••• H•••••• · Senior Vice President & Chief Financial Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••••• S••••• B•••• · Senior Vice President, Chief Compliance Officer & Secretary · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••••• F••••• G••• · Vice President - Compliance & Secretary · since Mar 1, 2018 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)
- F•••• M•••••• G••••••• · Member Of Board Of M••••••s · Feb 1, 2010 to Jan 2, 2019 Inference
- J••••••• C•••• · Chairman & Chief Executive Officer · May 1, 2002 to Sep 10, 2016 Inference
- D•••••• V••••• P•••• · Senior Vice President, Chief Legal Officer, Chief Compliance Officer & Secretary · Oct 1, 2004 to Mar 29, 2018 Inference
- D•••• G•••• S••••••• · Vice President & Asst. General Counsel · Jan 1, 2010 to Mar 29, 2018 Inference
- C••••••••• D••••• A•••• · Senior Vice President & Managing Director · Nov 1, 2004 to Jan 7, 2015 Inference
- J•••••• F•••••• B•••••• · Executive Vice President · Nov 1, 2008 to Sep 10, 2016 Inference
- S••••• G••••••• · Senior Vice President · Nov 1, 2004 to Jan 7, 2015 Inference
- Sep 1, 2026Adviser CRD 133149 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Dec 23, 2011R••• first filed Form ADV in the extract (IA)
R••• is the same institution as 1 record in RIA and Wealth.
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…