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A••• C••••••••• I•••

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Concord, MAa•••••••.com

Buyout firm, based in Concord, MA.

Composed from this firm's filed classification and location. It has no published description on record.

Regulatory AUM
Not established
PE fund assets
$4.3M
Form ADV
PE funds
3
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (3)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: 7 of 7 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-31
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; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Mar 29, 2012 to Mar 31, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$4.3Mreported gross assets (Form ADV), not fund size
All private fund GAV
$4.3Mevery private fund type, latest filing
2024 PE fund GAV
$4.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-31, latest gav Private Equity Fund $4.3M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 7
Employees
unknown
Headquarters
Concord, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
not stated or not yet read
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
7 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••• C••••••••• V•••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$17.9M
as of Dec 5, 2014
no Form DWound down
A••• C••••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.7M
as of Mar 31, 2024
no Form DHarvest
A••• C••••••••• V••• B• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$1.0M
as of Dec 5, 2014
no Form DWound down
A••• C••••••••• I• B• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$656,615
as of Mar 31, 2024
no Form DHarvest
A••• C••• V••• S• b• S• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$274,657
as of Dec 5, 2014
no Form DWound down
A••• V••• A••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$14,315
as of Dec 5, 2014
no Form DWound down
A••• I• A••••••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$5,772
as of Mar 31, 2024
no Form DHarvest
Team
3 current, 0 former
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
2 disclosed
Events
3 most recent
  1. Sep 1, 2026
    Adviser CRD 162041 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 30, 2025
    M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• reports A••• C•••••••••: an undisclosed amount committed
    Lp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  3. Mar 29, 2012
    A••• C••••••••• I••• 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

A••• C••••••••• I••• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA 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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