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Firms / F•• P•••••••• L•

F•• P•••••••• L•

Buyout firmLower middle marketPortland, MEf•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.61bn Private Equity Fund GAV on the Form ADV filed 2024-04-10
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; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 15, 2023 to Apr 10, 2024
RAUM
$612Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$612Mreported gross assets (Form ADV), not fund size
All private fund GAV
$612Mevery private fund type, latest filing
2024 PE fund GAV
$612Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-04-10, latest gav Private Equity Fund $612M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees
19
Headquarters
Portland, ME
Office address
100 COMMERCIAL STREET, SUITE 220, Portland, ME, 04101
Business phone
207-210-0022
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
Sectors
healthcare, technology, consumer
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
FoW Partners – We invest in middle market and growth equity opportunities.
Observed from deals on record
roles
unknown 8
period
to 2025-01-01, from 2021-01-01, undated holdings 0, dated observations 8
window
last unknown, first unknown
control
unknown 8
companies
8
geography
investments
8
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
3
disclosed value usd
n 0
sector distribution
count 2, share 0.25, value healthcare services, examples Invested: April, Invested: May, count 1, share 0.125, value business services, examples Invested: October
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.125, value veterinary, examples Invested: April, count 1, share 0.125, value home health, examples Invested: May, count 1, share 0.125, value staffing, examples Invested: October

8 companies on the graph (0 transactions); most in healthcare services (2); observed 2021 to 2025

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•• S•••• I••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$381M
as of Apr 10, 2024
no Form DUnknown
T•• S•••• I••••• F•••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$89.3M
as of Apr 10, 2024
no Form DUnknown
I••••• F••• I• W••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$75.0M
as of Apr 10, 2024
no Form DUnknown
T•• S•••• I••••• C•••••••• C••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$58.1M
as of Apr 10, 2024
no Form DEarly deployment
T•• S•••• I••••• C•••••••• P•• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$8.6M
as of Apr 10, 2024
no Form DUnknown
Team
20 current, 0 former
Partner (6)
Portfolio
8 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I•••••••• A••••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• F•••••••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• M••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• N•••••••Role unknownunknownJan 1, 2025
year stated on the firm's page
1.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• M•••••• S••••••• c••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• J•••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• O••••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• F•••••Role unknownunknownJan 1, 2021
year stated on the firm's page
5.7 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
2 relationships
Placement agents (2)
  • C•••••••• C•••••• A•••• M••••••••• S••• A••••••••• G•••••• d• F••••• 1 shared · one time · last Jan 1, 2022
  • H••••• C•••••• S••••••••• L•• 1 shared · one time · 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
8 most recent
  1. Jan 6, 2025
    January 6, 2025 ResiXperts Partners with Marathon Plumbing, Heating, & Air and Tokay Heating & Air To Enter California and Grow Southwestern Presence
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Oct 17, 2024
    O•••••• 17, 2024 ResiXperts Acquires Hart HVAC and Electric and Enters Texas M•••et
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Jun 13, 2024
    June 13, 2024 FoW Partners’ ResiXperts Builds Footprint Through Strategic Partnership with Three Leading Residential Service Companies in Phoenix Metro Area
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Nov 15, 2023
    F•• P•••••••• 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)
  5. Dec 13, 2022
    December 13, 2022 Two S•••• I••••• Invests Alongside Halifax in Milestone Technologies
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Mar 1, 2022
    March 1, 2022 Two S•••• I•••••’s Circle of Care Enters ABA Industry Through Merger with Empower Behavioral Health
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Dec 21, 2021
    December 21, 2021 Two S•••• I••••• and FFL Partners Acquire Majority Ownership of C•••••••• M•••••• Services
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Oct 12, 2021
    O•••••• 12, 2021 Two S•••• I••••• Partners with Workforce Solutions Leader Eclipse Advantage
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Across the graphs

F•• P•••••••• 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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