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C•• C•••••• P•••••••• I•••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Davis, CAc•••••••••.com

••• Locked

Regulatory AUM
Not established
PE fund assets
$134M
Form ADV
PE funds
4
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (8)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: 5 of 5 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.13bn Private Equity Fund GAV on the Form ADV filed 2024-04-24
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Aug 31, 2012 to Apr 24, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$134Mreported gross assets (Form ADV), not fund size
All private fund GAV
$134Mevery private fund type, latest filing
2024 PE fund GAV
$134Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-24, latest gav Private Equity Fund $134M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
Employees
unknown
Headquarters
Davis, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
business services, manufacturing, financial services
Geography
United States, Southwest, Pacific Northwest
Revenue
$20.0M to $100M
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$5.0M to $15.0M
Control
minority
Thesis
••• Locked
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•• C•••••• V••••• F••• I•• •••••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$117M
as of Apr 24, 2024
no Form DMature
T•• C•••••• V••••• F••• I• ••••• L•
ADV: Private Equity Fund
Feeder or parallel2014
first reported on Form ADV
$3.2M
as of Apr 24, 2024
no Form DHarvest
T•• C•••••• V••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$15.0M
as of Mar 29, 2017
no Form DWound down
T•• C•••••• V••••• F••• I• •••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$10.8M
as of Apr 24, 2024
no Form DUnknown
T•• C•••••• V••••• F••• I•• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$2.8M
as of Apr 24, 2024
no Form DHarvest
Team
8 current, 0 former
Managing partner (1)
Partner (6)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
  1. Aug 31, 2012
    C•• C•••••• P•••••••• I••• first filed Form ADV in the extract (ERA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

C•• C•••••• P•••••••• I••• is the same institution as 2 records in Venture Capital and Independent Sponsors.

Venture Capital1Independent Sponsors1

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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