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S••••• C••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TXs•••••••••.com

••• Locked

Regulatory AUM
$1.6B
Form ADV
PE fund assets
$505M
Form ADV
PE funds
12
Form ADV
Investments held
0 of 13
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (37)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: 13 of 16 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.50bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 16 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 7, 2012 to Jun 23, 2026
RAUM
$1.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
12
PE fund GAV, latest filing
$505Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.3Bevery private fund type, latest filing
2024 PE fund GAV
$505Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
81%
Fund type mix
filed 2024-04-29, latest gav Hedge Fund $605M, Private Equity Fund $505M, latest counts Hedge Fund 3, Private Equity Fund 12, lifetime distinct Hedge Fund 3, Private Equity Fund 13
Employees
35
Headquarters
Dallas, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
Sectors
manufacturing, food beverage, automotive, franchising, healthcare, energy
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$5.0M to $35.0M
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
majority,minority
Thesis
••• Locked
Observed from deals on record
roles
unknown 13
period
to 2019-11-05, from 2019-11-05, undated holdings 13, dated observations 2
window
last 2019-11-05, first 2019-11-05
control
unknown 13
companies
14
geography
count 1, share 0.071, value MD
investments
13
seller kinds
transactions
2
cadence by year
2019 other deals 2
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
4
disclosed value usd
n 0
sector distribution
count 2, share 0.143, value consumer services, examples Hobo, 24 Hour Fitness, count 1, share 0.071, value industrial manufacturing, examples SunTree Snack Foods, count 1, share 0.071, value media telecom, examples Ranger Wireless
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.071, value fitness recreation, examples 24 Hour Fitness, count 1, share 0.071, value food manufacturing, examples SunTree Snack Foods, count 1, share 0.071, value media telecom, examples Ranger Wireless

14 companies on the graph (2 transactions); most in consumer services (2); observed 2019 to 2019

Funds
13 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• N•••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$3.3M
as of Apr 29, 2024
no Form DUnknown
S••••• C•••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Apr 29, 2024
no Form DUnknown
S••••• N•••• P••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$6.1M
as of Apr 29, 2024
no Form DUnknown
S••••• T••••••• P•••••••• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$35.3M
as of Apr 29, 2024
no Form DEarly deployment
S••••• C••••••••• P••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$12.2M
as of Apr 29, 2024
no Form DEarly deployment
S••••• C••••••••• P•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$155M
as of Apr 29, 2024
no Form DActive deployment
S••••• S••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$1.4M
as of Apr 29, 2024
no Form DHarvest
S••••• H••• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$2.0M
as of Apr 29, 2024
no Form DHarvest
S••••• C•••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$119M
as of Apr 29, 2024
no Form DUnknown
S••••• A•••• H••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$427,065
as of Apr 29, 2024
no Form DUnknown
S••••• C•••••• 2•••• L•
ADV: Private Equity Fund
buyout or unlabelled2009
year in the fund name
$474,741
as of Apr 29, 2024
no Form DHarvest
S••••• C•••••• 2•••••• L•
ADV: Private Equity Fund
Feeder or parallel2009
year in the fund name
$418,506
as of Sep 30, 2016
no Form DWound down
S••••• C•••••• S•••••••• O••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$169M
as of Apr 29, 2024
no Form DUnknown
Team
37 current, 2 former
Managing partner (4)
Partner (8)
Vice president (5)
Business development (1)
Platform (11)
2 former (kept with end dates)
Portfolio
13 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
2• H••• F••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• M•••••••• M•••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• H••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••• H••••• S••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• L••• M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• W•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• S•••• F••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W••••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Z•••• I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Nov 5, 2019Type not statedH•••Co-investorglobenewswire.com
Nov 5, 2019Type not statedH•••Co-investorglobenewswire.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • S• S••••••••• L•• 7 shared · very strong · last Jan 1, 2024
  • D•••••• G•••• L•• 5 shared · very strong · last Jan 1, 2022
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
5 most recent
  1. Feb 2, 2026
  2. Jan 16, 2026
  3. Nov 5, 2019
  4. Nov 5, 2019
  5. Mar 7, 2012
Across the graphs

S••••• C••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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