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Firms / L••• W••••••• C•••••• P••••••• L••

L••• W••••••• C•••••• P••••••• L••

Buyout firmLower middle marketDallas, TXl•••••••••.comSEC registered investment adviser
Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 17 of 17 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: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-03-14
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 31, 2017 to Mar 14, 2024
RAUM
$187Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$187Mreported gross assets (Form ADV), not fund size
All private fund GAV
$187Mevery private fund type, latest filing
2024 PE fund GAV
$187Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-14, latest gav Private Equity Fund $187M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 17
Employees
5
Headquarters
Dallas, TX
Office address
12750 MERIT DRIVE, SUITE 520, Dallas, TX, 75251
Business phone
(646) 389-1032
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
17 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
L••• W••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$83.8M
as of Mar 14, 2024
no Form DEarly deployment
L• V•••••• X• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.4M
as of Mar 14, 2024
no Form DMature
L• V•••••• V• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$1.3M
as of Oct 28, 2020
no Form DWound down
L• V•••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$700,000
as of Oct 28, 2020
no Form DWound down
L• V•••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$100,000
as of Feb 18, 2020
no Form DWound down
L• V•••••• V• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$0
as of Feb 18, 2020
no Form DWound down
L• V•••••• I• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$0
as of Feb 18, 2020
no Form DWound down
L• V•••••• X••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$0
as of Mar 30, 2018
no Form DWound down
L••• W••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$102M
as of Mar 14, 2024
no Form DMature
L• H••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$10.0M
as of May 31, 2017
no Form DUnknown
L• H••••• V• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$9.3M
as of May 31, 2017
no Form DUnknown
L• H••••• V• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$7.3M
as of May 31, 2017
no Form DUnknown
L••• W••••••• V•••••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$5.0M
as of Mar 30, 2018
no Form DWound down
L••• W••••••• V•••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$3.0M
as of Oct 28, 2020
no Form DWound down
L• H••••• I• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.0M
as of May 31, 2017
no Form DUnknown
L••••• I•• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 30, 2018
no Form DWound down
L• V•••••• X• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 30, 2018
no Form DWound down
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
3 relationships
Placement agents (3)
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
2 most recent
  1. Mar 27, 2026
    L••• W••••••• C•••••• P••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 4 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. May 31, 2017
    L••• W••••••• C•••••• P••••••• L•• 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

L••• W••••••• C•••••• 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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