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G•••• A••••• C•••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYg•••••••.com

••• Locked

Regulatory AUM
$716M
Form ADV
PE fund assets
$491M
Form ADV
PE funds
8
Form ADV
Investments held
7 of 16
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.49bn Private Equity Fund GAV on the Form ADV filed 2024-07-17
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn P•••••• Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jul 26, 2021 to May 5, 2026
RAUM
$716Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
8
PE fund GAV, latest filing
$491Mreported gross assets (Form ADV), not fund size
All private fund GAV
$716Mevery private fund type, latest filing
2024 PE fund GAV
$491Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-07-17, latest gav Private Equity Fund $491M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
Employees
14
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
Sectors
technology, healthcare, education
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$5.0M to $30.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority
Thesis
••• Locked
Observed from deals on record
roles
unknown 15, platform 1
period
to 2021-06-02, from 2021-06-02, undated holdings 15, dated observations 2
window
last 2021-06-02, first 2021-06-02
control
control 1, unknown 15
companies
14
geography
investments
16
seller kinds
transactions
1
cadence by year
2021 platforms 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 2, share 0.143, value healthcare services, examples H2 Health, PatientCare EMS, count 1, share 0.071, value industrial manufacturing, examples 21st Century Healthcare, Inc., count 1, share 0.071, value healthcare it, examples Ovation Healthcare, count 1, share 0.071, value education, examples School of EMS
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.071, value physical occupational therapy, examples H2 Health, count 1, share 0.071, value miscellaneous manufacturing, examples 21st Century Healthcare, Inc., count 1, share 0.071, value ambulance, examples PatientCare EMS, count 1, share 0.071, value healthcare it, examples Ovation Healthcare, count 1, share 0.071, value education, examples School of EMS

14 companies on the graph (1 transactions); most in healthcare services (2); 1 platforms and 0 add-ons; observed 2021 to 2021

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
G•••• A••••• C•••••• F••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$90.9M
as of Jul 17, 2024
no Form DUnknown
G•••• A••••• C•••••• F••• I•••• L•
ADV: P•••••• Equity Fund
Feeder or parallel2024
first reported on Form ADV
$84.9M
as of Jul 17, 2024
no Form DUnknown
G•• • H•••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$31.6M
as of Jul 17, 2024
no Form DEarly deployment
G•• • L••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$146M
as of Jul 17, 2024
no Form DActive deployment
G•• • B••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$105M
as of Jul 17, 2024
no Form DActive deployment
G•• • E••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$32.0M
as of Jul 17, 2024
no Form DActive deployment
Team
5 current, 0 former
Portfolio
16 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
Q•• H•••••PlatformactiveJun 2, 2021
transaction announcement
5.3 yearsB•••• G••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
2••• C•••••• H••••••••• I•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
c••• s••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• G•••• A••••• C•••••• O•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••• G•••• A••••• C•••••• O•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••• Y••• i• R•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••• Y••• i• R•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H• H•••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••• C••••••• R•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••• H•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• E••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••• H••• M••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• o• E••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jun 2, 2021Platform acquisitionQ•• H•••••Sponsor (confirmed)churchillam.com
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
  • M•• P•••••• F••• A••••••• L•• 2 shared · recurring · 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
3 most recent
Across the graphs

G•••• A••••• C•••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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