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.

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Firms / S••••• P•••• C••••••• L•

S••••• P•••• C••••••• L•

Buyout firmLower middle marketNew York, NYs•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-15
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 30, 2017 to Mar 15, 2024
RAUM
$311Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$311Mreported gross assets (Form ADV), not fund size
All private fund GAV
$311Mevery private fund type, latest filing
2024 PE fund GAV
$311Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-15, latest gav Private Equity Fund $311M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 7
Employees
10
Headquarters
New York, NY
Office address
444 MADISON AVENUE, 25TH FLOOR, New York, NY, 10022
Business phone
212-235-0203
Stated criteria beside observed behaviour
10 observed deals
Stated by the firm
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
$50.0M to $500M
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
From small steps to big ideas, what you do matters and we are here to invest in your vision.
Observed from deals on record
roles
add on 1, unknown 8, platform 1
period
to 2025-03-17, from 2025-03-17, undated holdings 9, dated observations 2
window
last 2025-03-17, first 2025-03-17
control
control 1, unknown 9
companies
10
geography
investments
10
seller kinds
transactions
1
cadence by year
2025 add ons 1
platform add on
add ons 1, platforms 1, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

10 companies on the graph (1 transactions); 1 platforms and 1 add-ons; observed 2025 to 2025

Funds
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•• T••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$117M
as of Mar 15, 2024
no Form DUnknown
S•• A••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$64.2M
as of Mar 15, 2024
no Form DEarly deployment
S•• V••••• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$81.4M
as of Mar 15, 2024
no Form DActive deployment
S•• V•••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$47.2M
as of Mar 15, 2024
no Form DMature
S•• I•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$43.8M
as of Mar 23, 2023
no Form DWound down
S•• F••• H•••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$793,668
as of Mar 15, 2024
no Form DHarvest
S•• R••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$136,005
as of Mar 15, 2022
no Form DWound down
Team
16 current, 0 former
Investor relations (1)
Portfolio
10 relationships, 1 platforms, 1 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
X••••••• D••••••
add-on to Q•••••••• D••••••
Add-onactiveMar 17, 2025
transaction announcement
1.5 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business W••• public pages and RSS)
A••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• A•••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••• W••• T•••••••• L••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••••• D••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• H••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Mar 17, 2025Add-on acquisitionX••••••• D••••••Sponsor (confirmed)xn--s-1hnaaaaaaaa.com
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
  • S•• F•••••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2023
  • M•••••• C•••••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2017
  • A••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2021
  • C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2017
  • B• S••••••••• L•• 1 shared · one time · last Jan 1, 2021
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. Mar 31, 2026
    T•• S••••••• Partners with S••••• P•••• Capital to Drive Expansion and Growth
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Mar 25, 2026
    S••••• P•••• C••••••• L•: Private Equity Funds on Form ADV 5 (2024 extract) -> 6 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. May 29, 2025
    Gridiron Capital and S••••• P•••• Capital Announce the Strategic Merger of Portfolio Companies Travel Nurse Across America and T•••••••, Combining Industry-Leading Platforms
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Mar 17, 2025
    Q•••••••• D•••••• Announces Acquisition of X••••••• D•••••• to Transform Pharma and Life Sciences Content and Data Operations
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Nov 30, 2017
    S••••• P•••• C••••••• L• first filed Form ADV in the extract (IA)
    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

S••••• P•••• C••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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