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U•••••••• C•••••• G•••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Davis, CAu•••••••••.com

••• Locked

Regulatory AUM
$115M
Form ADV
PE fund assets
$7.8M
Form ADV
PE funds
4
Form ADV
Investments held
0 of 3
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (5)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Oct 8, 2013 to Mar 31, 2026
RAUM
$115Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$7.8Mreported gross assets (Form ADV), not fund size
All private fund GAV
$71.7Mevery private fund type, latest filing
2024 PE fund GAV
$7.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
75%
Fund type mix
filed 2024-03-29, latest gav Other Private Fund $7.3M, Private Equity Fund $7.8M, latest counts Other Private Fund 1, Private Equity Fund 3, lifetime distinct Other Private Fund 1, Private Equity Fund 3
Employees
7
Headquarters
Davis, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
not stated or not yet read
Geography
Global
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
roles
unknown 3
period
to unknown, from unknown, undated holdings 3, dated observations 0
window
last unknown, first unknown
control
unknown 3
companies
3
geography
investments
3
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.333, value agriculture, examples Industries
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.333, value agriculture, examples Industries

3 companies on the graph (0 transactions); most in agriculture (1); no dated observations

Funds
3 on record, 1 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
U•••••••• E••••• I•••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$0
as of Mar 29, 2024
no Form DUnknown
U•••••••• E••••• I•••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$6.6M
as of Mar 29, 2024
no Form DEarly deployment
U•••••••• E••••• I•••••••• I•• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$1.3M
as of Mar 29, 2024
no Form DEarly deployment
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
M••••• O••••••••• F••• I• L•Other Private Fund2023 to 2024
$7.3M
filed Mar 29, 2024
adviserinfo.sec.gov
Team
5 current, 1 former
1 former (kept with end dates)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• M•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••• M•••••• F••••Role unknownunknownunknownunknownunknownFact 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
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
2 most recent
  1. Mar 31, 2026
  2. Oct 8, 2013
Across the graphs

U•••••••• C•••••• G•••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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