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C•••••• I••••••••• P••••••• L•

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· El Segundo, CAc•••••••••.com

••• Locked

Regulatory AUM
$865M
Form ADV
PE fund assets
$679M
Form ADV
PE funds
9
Form ADV
Investments held
5 of 7
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (30)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 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: $0.68bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn Private 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
Mar 20, 2020 to Mar 31, 2026
RAUM
$865Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$679Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.1Bevery private fund type, latest filing
2024 PE fund GAV
$679Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $679M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
Employees
15
Headquarters
El Segundo, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
7 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
$25.0M to $350M
EBITDA
up to $35.0M
Enterprise value
not stated or not yet read
Equity check
$15.0M to $100M
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
roles
add on 1, unknown 2, platform 4
period
to 2025-08-11, from 2023-01-17, undated holdings 2, dated observations 10
window
last 2025-08-11, first 2023-01-17
control
control 5, unknown 2
companies
7
geography
count 1, share 0.143, value NY, count 1, share 0.143, value IN, count 1, share 0.143, value AR
investments
7
seller kinds
founder 2
transactions
5
cadence by year
2023 platforms 1, 2024 platforms 2, 2025 add ons 1, platforms 1
platform add on
add ons 1, platforms 4, add ons per platform 0.25
sector known for
5
disclosed value usd
n 0
sector distribution
count 2, share 0.286, value industrial manufacturing, examples Versa-Drill, Ameripolish Inc., count 1, share 0.143, value industrial services, examples Industrial / Water Infrastructure, count 1, share 0.143, value aerospace defense, examples Aerospace & Defense, count 1, share 0.143, value specialty distribution, examples Wolf-Gordon Inc
holding period years
n 0
repeat counterparties
role legal adviser, shared 3, entity id e18f6dd5-701f-4dc1-9be7-31992c23b968
subsector distribution
count 1, share 0.143, value waste treatment, examples Industrial / Water Infrastructure, count 1, share 0.143, value aerospace defense, examples Aerospace & Defense, count 1, share 0.143, value misc durable wholesale, examples Wolf-Gordon Inc, count 1, share 0.143, value miscellaneous manufacturing, examples Versa-Drill, count 1, share 0.143, value chemical manufacturing, examples Ameripolish Inc.

7 companies on the graph (5 transactions); most in industrial manufacturing (2); 4 platforms and 1 add-ons; observed 2023 to 2025

Funds
6 on record, 3 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••••• A••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$117M
as of Mar 28, 2024
no Form DEarly deployment
A••••••••• A••• W•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$102M
as of Mar 28, 2024
no Form DEarly deployment
C•••••• C•••••••• W•••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$83.4M
as of Mar 28, 2024
no Form DEarly deployment
C•••••• I••••••••• P••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$299M
as of Mar 28, 2024
no Form DMature
C•••••• I••••••••• P••••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$42.9M
as of Mar 28, 2024
no Form DMature
C•••••• I••••••••• P••••••• F••• I•• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$34.2M
as of Mar 28, 2024
no Form DMature
Gross assets by year from the annual reporting tape

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.

FundType (ADV)YearsPathLatest reported GAVSource
C•••••• I••••••••• P••••••• C••••••• F•••• L•••Private Equity Fund2026 to 2026
$113M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
C•••••• D•••••• A••••••••• L••Private Equity Fund2026 to 2026
$91.5M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
C•••••• W• A••••••••• L••Private Equity Fund2026 to 2026
$55.0M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
Team
30 current, 1 former
Managing partner (6)
Partner (10)
Vice president (6)
Business development (1)
1 former (kept with end dates)
Portfolio
7 relationships, 4 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••••• I•••
add-on to S•• H••••••• I•••
Add-onactiveAug 11, 2025
transaction announcement
1.1 yearsA•••• F••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V•••••••••PlatformactiveJul 1, 2025
transaction announcement
1.2 yearsC•••• B•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
W••••••••• I••PlatformactiveMay 15, 2024
transaction announcement
2.4 yearsK••••••• P•••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•• H••••••• I•••PlatformactiveFeb 21, 2024
transaction announcement
2.6 yearsA•••• P••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••PlatformactiveJan 17, 2023
transaction announcement
3.7 yearsA•••• P••••••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•••••••• • D••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• • W•••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
5 on record
DateTypeTargetThis firm’s roleSource
Aug 11, 2025Add-on acquisitionA••••••••• I•••Sponsor (confirmed)c•••••••••.com
Jul 1, 2025Platform acquisitionV•••••••••Sponsor (confirmed)c•••••••••.com
May 15, 2024Platform acquisitionW••••••••• I••Sponsorgreyrockcapitalgroup.com
Feb 21, 2024Platform acquisitionS•• H••••••• I•••Sponsor (confirmed)c•••••••••.com
Jan 17, 2023Platform acquisitionC••Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
  • U•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2020
Lenders (1)
Financial advisers (1)
  • B•••••••• P••••••• 1 shared · one time · last May 15, 2024
Legal advisers (1)
  • C•••••• L•• 3 shared · strong · last May 15, 2024
LP commitments
1 disclosed
Events
14 most recent
  1. Mar 31, 2026
  2. Aug 15, 2025
  3. Jul 1, 2025
  4. Jul 1, 2025
  5. May 2, 2024
  6. May 2, 2024
  7. Feb 21, 2024
  8. Feb 21, 2024
  9. Oct 31, 2023
  10. Sep 11, 2023
  11. Jan 17, 2023
  12. Jan 17, 2023
  13. Mar 3, 2022
  14. Mar 20, 2020
Across the graphs

C•••••• I••••••••• P••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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