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.
B•••••• C••••••• L••
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-06-07
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 25, 2018 to Jun 7, 2024
- RAUM
- $226Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $226Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $226Mevery private fund type, latest filing
- 2024 PE fund GAV
- $226Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-07, latest gav Private Equity Fund $226M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 2
- Headquarters
- Charleston, SC
- Office address
- 211 KING STREET, SUITE 204, Charleston, SC, 29401
- Business phone
- 843-725-7500
- Sectors
- not stated or not yet read
- Geography
- North America
- Revenue
- $10.0M to $100M
- 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
- We invest with small buyout managers that typically acquire consumer, niche manufacturing, industrial, business services, energy services, financial services, healthcare services, specialty chemicals, and distribution companies with revenues of $10 million to $100 million.
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 |
|---|---|---|---|---|---|---|
| B•••••• C•••••• F••• V• L••• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $143M as of Jun 7, 2024 | no Form D | Early deployment | |
| B•••••• C•••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $60.0M as of Jun 7, 2024 | no Form D | Unknown | |
| B•••••• C•••••• F••• I••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $22.2M as of Jun 7, 2024 | no Form D | Mature | |
| B•••••• C•••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $1.6M as of Jun 7, 2024 | no Form D | Harvest |
- C•••••••• H• M• A••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• P••• · CFO & Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• H• M• A••••• · Manager And Chief Compliance Officer · since Apr 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• P••• · Chief Financial Officer · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• J• H••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jun 16, 2026B•••••• C••••••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
- Sep 25, 2018B•••••• C••••••• L•• first filed Form ADV in the extract (ERA)
B•••••• C••••••• L•• is the same institution as 3 records in Venture Capital, 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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