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P•••••••• C••• C•••••• M••••••••• L••

Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· New York, NY

••• Locked

PE fund assets
$22.0M
Form ADV
PE funds
3
Form ADV
Investments held
11 of 26
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Find similar buyersFunds and vehicles
More
Team (5)Transactions
As of · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 3 Sep 2021, Filed a Form D on 3 Sep 2021, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
Own website statement
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (2)
  1. Sep 18, 2026
    Buyout firm (probable, 80%)
    Own website statement
    “••• Locked”
    p•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%)
    6 of 6 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)3 PE funds · filed Mar 25, 2024Show
Adviser type
Exempt reporting adviser
Form ADV filings
Apr 2, 2012 to Mar 25, 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
$22.0Mreported gross assets (Form ADV), not fund size
All private fund GAV
$22.0Mevery private fund type, latest filing
2024 PE fund GAV
$22.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
  • Private equity fund: 3 funds, $22.0M reported gross assets, 6 ever reported
Form ADV filed Mar 25, 2024
Employees
unknown
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · 25 observed dealsShow
Stated by the firm
Sectors
not stated or not yet read
Geography
not stated or not yet read
Revenue
$20.0M to $250M
EBITDA
from $5.0M
Enterprise value
not stated or not yet read
Equity check
$20.0M to $50.0M
Control
Minority
Thesis
••• Locked
Observed from deals on record
On record
25 companies, 26 holdings, 4 transactions
Period
2012 to 2021 (8 dated observations, 22 holdings undated)
Most deals
Industrial manufacturing (4 of 25, e.g. Crownline Boats and Spring Air), healthcare services (3 of 25), specialty distribution (2 of 25) and 2 more
Subsectors
Miscellaneous manufacturing (4 of 25), home health (1 of 25), outpatient specialty clinics (1 of 25), dental (1 of 25) and 4 more
Deal roles
4 platforms, 22 with role not stated
Add-ons per platform
0 add-ons per platform
Control
4 control, 22 not stated
Bought from
3 founder
By year
2012: 1 platform; 2017: 1 platform; 2021: 2 platforms
Repeat counterparties
C•••••••• A••••••••• (financial adviser) on 2 deals and F•••• H•••••• B••• (lender) on 2 deals

25 companies on the graph (4 transactions); most in industrial manufacturing (4); 4 platforms and 0 add-ons; observed 2012 to 2021

Funds
5 families, 6 vehicles on record
View all 6 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••••• C••• I•••••••• I••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$4.0M
as of Mar 25, 2024
no Form DEarly deployment
P•••••••• C••• C•••••• P••••••• I•••• L•
ADV: Private Equity Fund
Buyout fund2021
Form D first sale
$14.7M
as of Mar 25, 2024
$11.2MUnknown
P•••••••• C••• I•••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$3.3M
as of Mar 25, 2024
no Form DSuccessor fundraising
P•••••••• C••• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2015
Form D first sale
$7.6M
as of Mar 29, 2018
no Form DWound down
P•••••••• C••• C•••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fundunknown$11.8M
as of Mar 31, 2021
no Form DWound down
P•••••••• C••• C•••••• P•••••••• L•
ADV: Private Equity Fund
Buyout fundunknown$52,046
as of Mar 27, 2020
no Form DWound down
Team
4 current, 4 former
Full team · 4 peoplegrouped by role, with sources
Partner (1)
Principal (1)
Vice president (1)
Platform (1)
4 former (kept with end dates)
Deals
26 on record, newest first · 4 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Dec 4, 2021
transaction announcement
C••••• P•••••••Portfolio relationshipPlatformactive
held 4.8 years
unknownFact Press release
Dec 4, 2021C••••• P•••••••Platform acquisitionSponsor (confirmed), Sponsor (confirmed)active
held 4.8 years
unknownp•••••••••.com
Aug 31, 2017S••••••• D••••• A•••••••Platform acquisitionSponsor (confirmed)active
held 9.1 years
unknownp•••••••••.com
Mar 23, 2012D••••••• T••••••••• C•••••••••Platform acquisitionSponsor (confirmed)unknownunknownp•••••••••.com
date unknownC•••••••• B••••Portfolio relationshipRole unknownexitedunknownFact Firm website
All 26 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Dec 4, 2021
transaction announcement
C••••• P•••••••Portfolio relationshipPlatformactive
held 4.8 years
unknownFact Press release
Dec 4, 2021C••••• P•••••••Platform acquisitionSponsor (confirmed), Sponsor (confirmed)active
held 4.8 years
unknownp•••••••••.com
Aug 31, 2017S••••••• D••••• A•••••••Platform acquisitionSponsor (confirmed)active
held 9.1 years
unknownp•••••••••.com
Mar 23, 2012D••••••• T••••••••• C•••••••••Platform acquisitionSponsor (confirmed)unknownunknownp•••••••••.com
date unknownC•••••••• B••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS••••• A••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownM••••••••• B••• C••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA•••• P••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownG••••• S•••• D•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownA• W•••• o• T•••• L••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownT•• R••• P••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI•••••••• H••••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownD••••••• C•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownW•• W• A••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownE•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownI••••••••• G•••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownF•••••••• S•••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownI•••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownF•••••••••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownO•• F•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownG••••••• H••• C•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownD•• • I•••••• M••••••••• L••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•• C•••• E••••••••• G••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownS•• I•••Portfolio relationshipRole unknownactiveunknownFact Firm website
date unknownM••••• C•••••••••Portfolio relationshipRole unknownexitedunknownFact Firm website
date unknownC•••••Portfolio relationshipRole unknownactiveunknownFact Firm website
Placement agents, lenders, advisers and co-investors
4 relationships
Lenders (3)
Financial advisers (1)
  • C•••••••• A••••••••• 1 shared · one time · last Dec 4, 2021
LP commitments
0 LPs, 0 disclosed commitments
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
9 not already shown above, of 12 most recent
  1. Sep 1, 2026
    ••• Locked
    Adviser off rosterInferenceForm ADV
  2. Mar 29, 2023
    ••• Locked
    Firm newsFactFirm website
  3. Dec 4, 2021
    ••• Locked
    Firm newsFactFirm website
  4. Jan 18, 2019
    ••• Locked
    Firm newsFactFirm website
  5. Aug 31, 2017
    ••• Locked
    Firm newsFactFirm website
Full timeline · 12 eventsnewest first, including the LP commitments and deals above
  1. Sep 1, 2026
    ••• Locked
    Adviser off rosterInferenceForm ADV
  2. Mar 29, 2023
    ••• Locked
    Firm newsFactFirm website
  3. Dec 4, 2021
    ••• Locked
    Platform investmentFactC••••• P•••••••Press release
  4. Dec 4, 2021
    ••• Locked
    Firm newsFactFirm website
  5. Jan 18, 2019
    ••• Locked
    Firm newsFactFirm website
  6. Aug 31, 2017
  7. Aug 31, 2017
    ••• Locked
    Firm newsFactFirm website
  8. Dec 4, 2012
    ••• Locked
    Firm newsFactFirm website
  9. May 1, 2012
    ••• Locked
    Firm newsFactFirm website
  10. Apr 2, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
  11. Mar 23, 2012
  12. Mar 23, 2012
    ••• Locked
    Firm newsFactFirm website

Not yet on record: regulatory AUM.