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D••••• C•••••• A•••••••• L••

CandidateClassification candidateLower middle marketSEC registered investment adviser· Atlanta, GAd•••••••••.com

••• Locked

Regulatory AUM
$7.3B
Form ADV
PE fund assets
$860M
Form ADV
PE funds
11
Form ADV
Investments held
2 of 6
DFX transaction tape
Deals, last 12 months
1
DFX transaction tape
Funds and vehiclesTeam (42)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 9 Private Equity Fund(s) among 38 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.86bn Private Equity Fund GAV on the Form ADV filed 2024-07-22
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 9 Private Equity Fund(s) among 38 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Mar 25, 2026
RAUM
$7.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$860Mreported gross assets (Form ADV), not fund size
All private fund GAV
$7.3Bevery private fund type, latest filing
2024 PE fund GAV
$860Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
24%
Fund type mix
filed 2024-07-22, latest gav Other Private Fund $5.4B, Private Equity Fund $860M, latest counts Other Private Fund 24, Private Equity Fund 8, lifetime distinct Other Private Fund 29, Private Equity Fund 9
Employees
29
Headquarters
Atlanta, GA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
Sectors
hospitality leisure, environmental services
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
Observed from deals on record
roles
add on 1, unknown 4, platform 1
period
to 2026-07-27, from 2026-07-27, undated holdings 5, dated observations 2
window
last 2026-07-27, first 2026-07-27
control
control 1, unknown 5
companies
6
geography
investments
6
seller kinds
unknown 1
transactions
1
cadence by year
2026 add ons 1
platform add on
add ons 1, platforms 1, add ons per platform unknown
sector known for
2
disclosed value usd
n 0
sector distribution
count 2, share 0.333, value media telecom, examples Sony Music Publishing Nashville, Entire Song Catalog
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.333, value media telecom, examples Sony Music Publishing Nashville, Entire Song Catalog

6 companies on the graph (1 transactions); most in media telecom (2); 1 platforms and 1 add-ons; observed 2026 to 2026

Funds
20 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
D••••• E••••••••• P••••••• F••• I•• L•Feeder or parallel2024
Form D first sale
unknownno reporting$4.6MFundraising
D••••• E••••••••• F••• I•• L•buyout or unlabelled2024
Form D first sale
unknownno reporting$362MFundraising
D••••• E••••••••• F•••••• • F••••• I•• L••Feeder or parallel2024
Form D first sale
unknownno reporting$4.6MFundraising
D••••• E••••••••• E•••••••• C••••••• F•••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$190M
as of Jul 22, 2024
no Form DUnknown
D••••• E•••••••• P••••••• F•••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$163M
as of Jul 22, 2024
no Form DEarly deployment
D••••• E••••••••• F••••• F•••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$13.2M
as of Jul 22, 2024
no Form DUnknown
D••••• E••••••••• P••••••• F•••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$1.7M
as of Jul 22, 2024
no Form DEarly deployment
D••••• E••••••••• E•••••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$367,291
as of Jul 22, 2024
no Form DUnknown
D••••• E••••••••• F•••••• L•
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$415M
as of Jul 22, 2024
no Form DActive deployment
D••••• E••••••••• S••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$74.1M
as of Jul 22, 2024
no Form DActive deployment
D••••• E••••••••• F•••••• a•• F•••••• L••
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$2.8M
as of Jul 22, 2024
no Form DUnknown
K••• C•••••• P•••••••• L••
ADV: Other Private Fund
Buyout fund2017
first reported on Form ADV
$79.2M
as of Jan 10, 2024
no Form DWound down
S••••• N•••••• H•••••••• L••
ADV: Other Private Fund
Fund of funds2016
first reported on Form ADV
$445M
as of Jul 22, 2024
no Form DUnknown
C•••••• H•••••••• L••
ADV: Other Private Fund
buyout or unlabelled2016
first reported on Form ADV
$350M
as of Jul 22, 2024
no Form DHarvest
A•••••••• F••• I• L••
ADV: Other Private Fund
Fund of funds2016
first reported on Form ADV
$239M
as of Jul 22, 2024
no Form DHarvest
D•••••• C••••••• L••
ADV: Other Private Fund
buyout or unlabelled2016
first reported on Form ADV
$137M
as of Jul 22, 2024
no Form DHarvest
G•••••• A••••• P•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$103M
as of Mar 31, 2017
no Form DWound down
F•••••••• S••••••••• P•••••••• L••
ADV: Other Private Fund
Fund of funds2016
first reported on Form ADV
$89.9M
as of Mar 30, 2020
no Form DWound down
Z••• P•••••••• L••
ADV: Other Private Fund
buyout or unlabelled2016
first reported on Form ADV
$66.4M
as of Mar 29, 2019
no Form DWound down
O•••••• H•••••••• L••
ADV: Other Private Fund
Fund of funds2016
first reported on Form ADV
$10.0M
as of Mar 30, 2020
no Form DWound down
Team
42 current, 4 former
Partner (5)
Principal (5)
Vice president (5)
Associate (3)
Investor relations (3)
Platform (18)
4 former (kept with end dates)
Portfolio
6 relationships, 1 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
E••••• S••• C••••••
add-on to S••• M•••• P••••••••• N••••••••
Add-onactiveJul 27, 2026
transaction announcement
2 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A• m••••••••• c•••••• i• A••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A• r•• o• t•••• i• a• f•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
o• a• s••••••••• b•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••• M•••• P••••••••• N••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•••• A••••• U•••• M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jul 27, 2026Add-on acquisitionE••••• S••• C••••••Sponsor (confirmed)d•••••••••.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • K••• H•••••• C•••••• 3 shared · strong · last Mar 10, 2026
  • R••••••••• C•••••• M••••••••• 2 shared · recurring · last Mar 10, 2026
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
19 most recent
  1. Sep 16, 2026
  2. Sep 16, 2026
  3. Sep 16, 2026
  4. Sep 16, 2026
  5. Sep 16, 2026
  6. Sep 16, 2026
  7. Sep 16, 2026
  8. Sep 16, 2026
  9. Sep 16, 2026
  10. Sep 16, 2026
  11. Sep 16, 2026
  12. Sep 16, 2026
  13. Sep 16, 2026
  14. Sep 16, 2026
  15. Sep 16, 2026
  16. Sep 16, 2026
  17. Mar 25, 2026
  18. May 20, 2020
  19. Mar 28, 2012
Across the graphs

D••••• C•••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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