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R•••••• A••••••••• L••
••• Locked
- Regulatory AUM
- $2.6B
- PE fund assets
- $1.8B
- PE funds
- 17
- Investments held
- 40 of 57
What matters now
- +2funds on Form ADV
Private equity funds on its Form ADV went from 15 to 17 (+2).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Middle marketdefined by: proxy: $1.59bn Private Equity Fund GAV on the Form ADV filed 2024-05-10
- Strategies
- Secondaries
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%)15 of 15 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $2.6B · 17 PE funds · filed Jul 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- May 21, 2021 to Jul 31, 2026
- RAUM
- $2.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum 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: 17 funds, $1.8B reported gross assets, 20 ever reported
- Employees
- 30
- Headquarters
- Wayne, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 57 observed dealsShowHide
- Sectors
- Business services, healthcare, technology, education
- 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
- On record
- 57 companies, 57 holdings
- Most deals
- Education (6 of 57, e.g. Education and Training Resources and Clinical Education Alliance), software (1 of 57), tech enabled services (1 of 57) and 2 more
- Subsectors
- Education (6 of 57), software (1 of 57), IT services (1 of 57), landscaping (1 of 57) and 1 more
- Deal roles
- 57 with role not stated
- Control
- 57 not stated
57 companies on the graph (0 transactions); most in education (6); no dated observations
R•••••• C••••••••• F•••• L• · 2 vehicles · vintage 2024$329M
- R•••••• C••••••••• F•••• L• Continuation vehicle · 2024$194M
- R•••••• C••••••••• F•••••• L• Continuation vehicle · 2024$135M
R•••••• C•••••• P••••••• I• S•••• L••• · 3 vehicles · vintage 2024$220M
- R•••••• C•••••• P••••••• I• S•••• L••• Buyout fund · 2024$93.3M
- R•••••• C•••••• P••••••• I• C••• B•••••• L••• Buyout fund · 2024$82.0M
- R•••••• C•••••• P••••••• I• C••• B••••• P•••••••• L••• Buyout fund · 2024$45.1M
R••••••• L•• · 1 vehicle · vintage 2024$135M
- R••••••• L•• buyout or unlabelled · 2024$135M
R•••••• C•••••• P••••••• I•••• L••• · 1 vehicle · vintage 2021$173M
- R•••••• C•••••• P••••••• I•••• L••• Buyout fund · 2021$173M
R•••••• C•••••• P••••••• I•• L••• · 1 vehicle · vintage 2015$295M
- R•••••• C•••••• P••••••• I•• L••• Buyout fund · 2015$295M
Co-investment vehicles · 7 vehicles · vintage 2022$89.7M
- U••••••••• C••••••••• L••• Co-investment vehicle$30.0M
- C• A••••••••• C•••••••• L•• Co-investment vehicle$16.0M
- E••• C•••••••• I•• L•• Co-investment vehicle · 2022$15.9M
- E••• C•••••••• I• L•• Co-investment vehicle · 2022$11.0M
- R•• R•••• C••••••••• L•• Co-investment vehicle$8.3M
- C••••••• C••••••••• L•• Co-investment vehicle$6.5M
- R•••••• R•• C•••••••• H•••••••• L•• Co-investment vehicle$2.0M
6 smaller families are in the full list of vehicles.
View all 21 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••• C••••••••• F•••• L• ADV: Private Equity Fund | Continuation vehicle | 2024 first reported on Form ADV | $194M as of Jul 31, 2026 | $0 | Early deployment | |
| R••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $135M as of Jul 31, 2026 | no Form D | Early deployment | |
| R•••••• C••••••••• F•••••• L• ADV: Private Equity Fund | Continuation vehicle | 2024 first reported on Form ADV | $135M as of Jul 31, 2026 | $0 | Early deployment | |
| R•••••• C•••••• P••••••• I• S•••• L••• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $93.3M as of Jul 31, 2026 | $160M | Unknown | |
| R•••••• C•••••• P••••••• I• C••• B•••••• L••• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $82.0M as of Jul 31, 2026 | $164M | Unknown | |
| R•••••• C•••••• P••••••• I• C••• B••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $45.1M as of Jul 31, 2026 | $11.5M | Unknown | |
| E••• C•••••••• I•• L•• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $15.9M as of Jul 31, 2026 | no Form D | Mature | |
| E••• C•••••••• I• L•• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $11.0M as of Jul 31, 2026 | no Form D | Mature | |
| R•••••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2021 Form D first sale | $173M as of Jul 31, 2026 | $129M | Mature | |
| R•••••• C•••••• P••••••• I••• L••• | Buyout fund | 2021 Form D first sale | unknown | no reporting | $104M | Unknown |
| R•••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2015 Form D first sale | $295M as of Jul 31, 2026 | $150M | Harvest | |
| R•••••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | 2011 Form D first sale | $102M as of Jul 31, 2026 | no Form D | Mature | |
| R•••••• C•••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $461M as of Jul 31, 2026 | no Form D | Active deployment | |
| U••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $30.0M as of Jul 31, 2026 | no Form D | Unknown | |
| C• A••••••••• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $16.0M as of May 10, 2024 | no Form D | Unknown | |
| R••• T••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $15.6M as of Jul 31, 2026 | no Form D | Active deployment | |
| R•• R•••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $8.3M as of Jul 31, 2026 | no Form D | Unknown | |
| C••••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $6.5M as of Jul 31, 2026 | no Form D | Active deployment | |
| R••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.5M as of May 10, 2024 | no Form D | Unknown | |
| R•••••• R•• C•••••••• H•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2.0M as of May 10, 2024 | no Form D | Unknown | |
| R••• D•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.1M as of Jul 31, 2026 | no Form D | Active deployment |
- Founding Partner
- Managing Director
- Managing Director
- Managing Director
- Partner
Full team · 53 peoplegrouped by role, with sources
- B••• W•••••• · Founding Partner · start date unknown Firm website
- J•••• T••••• · Managing Director · start date unknown Firm website
- L•• M•••••• · Managing Director · start date unknown Firm website
- M•• T••••• · Managing Director · start date unknown Firm website
- M•••• S••• · Partner · start date unknown Firm website
- M•••••• R••••• · R••• Partner · start date unknown Firm website
- R•••••• K•••• · R••• Partner · start date unknown Firm website
- A••• U••••••• G••••• · S••• M••••• O• C•••••• M••••••••• C•••••• · since Jan 1, 2010 Form ADV Firm website
- B•••••• L•••••• W•••••• · Sole Owner Of D••••• M••••••••• Co · since Jan 1, 2010 Form ADV
- C•••••• W•••••• · Manager, People & Projects · start date unknown Firm website
- J•••• S••••••• · S••• M••••• O• M•• M••••••••• C•••••• · since Jan 1, 2010 Form ADV Firm website
- P•• H•••• · Principal · start date unknown Firm website
- A••• B•••• · Vice President · start date unknown Firm website
- A••• P•••• · Senior Associate · start date unknown Firm website
- A••• S••• · Senior Associate · start date unknown Firm website
- A••• S•••• · Vice President · start date unknown Firm website
- C•••••• H•••••• · Vice President · start date unknown Firm website
- G••• G•••••••• · Vice President · start date unknown Firm website
- J••• B•••••• · Vice President · start date unknown Firm website
- J••• M••••••• · Vice President · start date unknown Firm website
- J••• O••••••••• · Senior Associate · start date unknown Firm website
- R••• N••••••• · Senior Associate · start date unknown Firm website
- W•••••• M•••• · Senior Associate · start date unknown Firm website
- A• L••••• · Associate · start date unknown Firm website
- D••••• S••• · Associate · start date unknown Firm website
- F••••••• C•••••• · Associate · start date unknown Firm website
- G••• N••••••••• · BD Associate · start date unknown Firm website
- J•••••• K•••• · Associate · start date unknown Firm website
- K•••• S•••• · Associate · start date unknown Firm website
- L••• D• L••••••• · Associate · start date unknown Firm website
- M••••• H••••• · Portfolio Associate · start date unknown Firm website
- A•••• M••••••••• · Analyst · start date unknown Firm website
- A•••••• G••• · Analyst · start date unknown Firm website
- C•••••••• W•••• · Analyst · start date unknown Firm website
- H••••••• K•••• · BD Analyst · start date unknown Firm website
- J••••• S•••••••• · BD Analyst · start date unknown Firm website
- L•••• D•••••• · Analyst · start date unknown Firm website
- R•••• B••••••••• · Portfolio Analyst · start date unknown Firm website
- N••• V••••••••• · Head of Capital Markets · start date unknown Firm website
- C•••••• B•••• · Director of Capital Formation & Investor Relations · start date unknown Firm website
- N••••• K••••••• · Director of Capital Formation & Investor Relations, EMEA · start date unknown Firm website
- T•••• S••• · Investor Relations Analyst · start date unknown Firm website
- J•••• B••• · Operations Analyst · start date unknown Firm website
- D•••• H•••••••• · Fund Controller · start date unknown Firm website
- D••••• M•••• · Chief Financial Officer · since Apr 1, 2017 Form ADV Firm website
- J••• B•• · Fund Accounting Manager · start date unknown Firm website
- J••• T••••• · Chief Compliance Officer · since Jun 1, 2022 Form ADV Firm website
- J••••••• L••• · Office Manager · start date unknown Firm website
- S•••• C••••• · R••• Chief Operating Officer · start date unknown Firm website
- S•••• R•••••• · Finance Manager · start date unknown Firm website
- T••••• J•••••• · Fund Accounting Manager · start date unknown Firm website
- C••• B•••••• · Fund Accountant · start date unknown Firm website
- M•••••• S•••••• · Senior Fund Accountant · start date unknown Firm website
1 former (kept with end dates)
- B•••••• A•••• W•••••• · S••• O•••• O• D••••• M••••••••• C•••••• · Jan 1, 2010 to Jun 7, 2023 Inference
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | P••••••••• S••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | N•••••••• C••••••••• C•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••• E•••••••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•••••••• a•• T••••••• R•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R••• E••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
All 57 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | P••••••••• S••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | N•••••••• C••••••••• C•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••• E•••••••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•••••••• a•• T••••••• R•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R••• E••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | N••••••••• U••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• S••••••• C•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T••••• N••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••••••• S••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•• T•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•••••• E•••• M•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | I••• M••••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | x•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••••• E••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•••••••• U••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D••• W•••• P•••• • A••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•• C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•••••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O••••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••••••• I•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••••••• D••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | M•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | D••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | Q•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•••••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G•••• L•••• I•••••••• o• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••••• H••••• H••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•• N•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | L•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | L••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | I•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S•••• C•••••• o• T•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••• R••••••••• P••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | L•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F• S••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B••••••••• F•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | D••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P•••• H••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••• M••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••••••• L••• S••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•• S•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T•• A••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T•• A•••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T•••••• L•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | W•••• H••••• C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
- I•••••• C•••••• L•• 4 shared · strong · last May 12, 2021
- J•••••••• L•• 2 shared · recurring · last Jan 1, 2024
- C•• I••••••••• R••••••••• L•• 1 shared · one time · last Jan 1, 2021
R•••••• A••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
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.