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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / O••••••• C••••••

O••••••• C••••••

Buyout firmLower middle marketPalo Alto, CAo•••••••••.comSEC registered investment adviser

O••••••• C•••••• invests in enduring technology companies via secondary transactions bringing our experience as primary venture capital investors to support the entrepreneurs we invest in. Our team embraces complex situations, based on our belief that every company is unique and requires a flexible, discreet, and efficient process.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 22 of 22 distinct vehicles are sworn Private Equity Funds; 20 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.51bn Private Equity Fund GAV on the Form ADV filed 2024-05-03
Strategies
SECONDARIES
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 22 of 22 distinct vehicles are sworn P•••••• Equity Funds; 20 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 6, 2019 to May 3, 2024
RAUM
$639Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
18
PE fund GAV, latest filing
$513Mreported gross assets (Form ADV), not fund size
All private fund GAV
$513Mevery private fund type, latest filing
2024 PE fund GAV
$513Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-03, latest gav Private Equity Fund $513M, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 22
Employees
6
Headquarters
Palo Alto, CA
Office address
228 HAMILTON AVENUE, 3RD FLOOR, Palo Alto, CA, 94301
Business phone
650-229-8280
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
O••••••• C•••••• invests in enduring venture-backed companies, bringing our experience as VC investors to support the entrepreneurs we invest in.
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
22 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
O••••••• O••••••••• F••• V•••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$20.9M
as of May 3, 2024
no Form DUnknown
O••••••• A•••• F••• X•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$10.6M
as of May 3, 2024
no Form DUnknown
O••••••• S•••••••• F••• I•• L•
ADV: P•••••• Equity Fund
Secondaries fund2022
first reported on Form ADV
$127M
as of May 3, 2024
no Form DEarly deployment
C•• S••••• H•••••• L••
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$117M
as of Mar 30, 2022
no reportingno Form DUnknown
O••••••• A•••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of funds2022
first reported on Form ADV
$24.7M
as of May 3, 2024
no Form DEarly deployment
O••••••• A•••• F••• X• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$11.2M
as of May 3, 2024
no Form DEarly deployment
O••••••• O••••••••• F••• V••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$9.3M
as of May 3, 2024
no Form DEarly deployment
O••••••• O••••••••• F••• V• ••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$6.3M
as of May 3, 2024
no Form DEarly deployment
O••••••• O••••••••• F••• V•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$4.6M
as of May 3, 2024
no Form DUnknown
O••••••• A•••• F••• V•••• L•
ADV: P•••••• Equity Fund
Fund of funds2021
first reported on Form ADV
$28.1M
as of May 3, 2024
no Form DUnknown
O••••••• O••••••••• F••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$1.2M
as of Sep 29, 2023
no Form DWound down
O••••••• A•••• F••• V• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$104M
as of May 3, 2024
no Form DMature
O••••••• A•••• F••• V•• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$75.3M
as of May 3, 2024
no Form DMature
O••••••• A•••• F••• V••• L•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$45.3M
as of May 3, 2024
no Form DSuccessor fundraising
O••••••• A•••• F••• I•• L•
ADV: P•••••• Equity Fund
Fund of fundsunknown$25.2M
as of May 3, 2024
no Form DHarvest
O••••••• O••••••••• F••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$7.1M
as of May 3, 2024
no Form DHarvest
O••••••• A•••• F••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$5.8M
as of May 3, 2024
no Form DHarvest
O••••••• O••••••••• F••• I••• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$3.9M
as of May 3, 2024
no Form DHarvest
O••••••• O••••••••• F••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$2.5M
as of May 3, 2024
no Form DHarvest
M•••• I••••••••• F••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.9M
as of May 3, 2024
no Form DHarvest
M•••• I••••••••• F••• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$491,666
as of May 1, 2020
no Form DWound down
O••••••• A•••• F••• I•• L••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$37,718
as of Aug 17, 2021
no Form DWound down
Team
13 current, 0 former
Platform (5)
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
2 relationships
Placement agents (2)
  • M•••••• P•••••• E••••• A••••••• U•• L•• 1 shared · one time · last Jan 1, 2022
  • U•• 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
1 most recent
  1. Mar 6, 2019
    O••••••• C•••••• first filed Form ADV in the extract (ERA)
    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

O••••••• C•••••• 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.

Checking your plan…