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 / R•••• T•••• W••••• M•••••••••

R•••• T•••• W••••• M•••••••••

Hybrid manager · probableunsizedNew York, NYr•••••••••.comSEC registered investment adviser
Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 2
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: P•••••• Equity Funds are 2 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Mar 30, 2023
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
unknownevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
20%
Fund type mix
filed 2023-03-30, latest gav , latest counts , lifetime distinct Hedge Fund 2, Other Private Fund 6, Private Equity Fund 2
Employees
1
Headquarters
New York, NY
Office address
99 PARK AVENUE, 16TH FLOOR, New York, NY, 10016
Business phone
212-850-4260
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
1 on record, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
N•••• A••••• H••••••• L••
ADV: P•••••• Equity Fund
Feeder or parallel2018
first reported on Form ADV
$15.9M
as of Jan 17, 2020
no Form DWound down
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••••••••• P•••••• E••••• F•••• L•P•••••• Equity Fund2013 to 2022
$44.3M
filed Dec 5, 2022
adviserinfo.sec.gov
Team
257 current, 9 former
Partner (59)
Principal (70)
Vice president (56)
Associate (65)
Platform (5)
9 former (kept with end dates)
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
6 most recent
  1. Sep 1, 2026
    Adviser CRD 111304 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. Jul 8, 2026
    Press Releases Jul 8, 2026 C••••• Partners Names Will Peng as Chief Innovation Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jul 1, 2026
    Press Releases Jul 1, 2026 C••••• Partners Expands into Oregon After M••••• with Cordant Wealth Partners
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jun 1, 2026
    Press Releases Jun 1, 2026 C••••• Partners Expands Tax and Accounting Capabilities with M••••• of A•••••, DiBernardo & Associates
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Apr 30, 2026
    Articles & Interviews Apr 30, 2026 C••••• Partners Featured in Sports Business Journal Announcing the Firm’s Partnership with the International Tennis Hall of Fame
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Mar 29, 2012
    R•••• T•••• W••••• M••••••••• 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

R•••• T•••• W••••• M••••••••• is the same institution as 1 record in RIA and Wealth.

RIA 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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