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A••••• A•••••••• L••
••• Locked
- Regulatory AUM
- $9.8B
- PE fund assets
- Not established
- PE funds
- 1
- Investments held
- Not established
- Deals, last 12 months
- Not established
- Graphs 2
- RAUM $9.8B
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Adviser type
- unknown
- Form ADV filings
- ? to Mar 31, 2026
- RAUM
- $9.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $56.4Mevery 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
- unknown
- Employees
- unknown
- 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.
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 |
|---|---|---|---|---|---|
| T••••• F••• I• L• | Private Equity Fund | 2026 to 2026 | $56.4M filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
- R•••••• L• K••••••••• · Chief Executive Officer and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• B• W•••••••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• E• N•••••• · Managing Director, Head of Client Education · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R• M•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• J• L•• · Managing Director and Head of Investment Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J• S••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••• · Manager of Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M• L••••• · Managing Director and Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• O• M•••••• · Project Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• H•••••• M••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• L• E•••••• · Business Systems Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• E• M••••••• · Manager of Client Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• B••••• · Investment Communication Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• G• F••••• · Managing Director and Chief Client Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• H• K•••••• · Associate Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M• D•••• · Director of Financial Planning · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• B• N••••• · Director of Firm Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J• S•••••••• · Associate Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• G•• M••••• · Associate Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D• L••••• · Director of Client Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• T• K•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• J••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• A• J•••••• · Administrative Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• M• M•••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D• M••••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M• H•••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• M• K••••••• · Project Management Data Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• S• P•••• · Senior Client Education Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• I• C••••••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A• T•••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••• E• S•••••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• A•••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• K••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• A•••••••• · Financial Planning Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T••••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M•••• · Associate Consultant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• H••• · Senior Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• J• H••••• · Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• J• R•••• · Investment Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• M• T•••••• · Senior Financial Planning Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• E• C••• · Senior Performance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L• F••••• · Senior Research Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• H• L•••• · Financial Planning Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• I• Z••••• · Business Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••• T••••• · Senior Financial Planning Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• M• L••••••• · Business Development Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• M• C••• · Client Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• L• D•••••••• · Managing Director, Head of Finance and Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• S••••• · Client Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• N• P••••••• · Alternative Investment Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• C• B••••• · Director of Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• G• T•••••• · Client Operations Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••••• P• R••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S• B••••••• · Senior Client Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• L• B•••• · Manager of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• R• K••• · Director of Firm Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••••• · IT Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D• C••• · Client Operations Team Leader · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W•••••• · Director of Compliance and Client Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• C• G••• · Client Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• G•••••••• · Accounting Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• M••••••••• · Office Manager/ Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• A• E••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• J••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• M•••••• · Client Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• A• T••• · Administrative Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Sep 17, 2026••• Locked
- May 7, 2002••• Locked
A••••• A•••••••• L•• is the same institution as 2 records in Independent Sponsors and 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.
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