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.

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Firms / F•••••• G••••• C•••••• M••••••••• L•••

F•••••• G••••• C•••••• M••••••••• L•••

Buyout firmMiddle marketNew York, NYf•••••••••.comSEC registered investment adviser

Capital partner to the financial services industry

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.90bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Sep 5, 2017 to Mar 28, 2024
RAUM
$1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
4
PE fund GAV, latest filing
$1.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$1.9Bevery private fund type, latest filing
2024 PE fund GAV
$1.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $1.9B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
Employees
14
Headquarters
New York, NY
Office address
445 PARK AVENUE, 14TH FLOOR, New York, NY, 10022
Business phone
646-661-1888
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
Sectors
financial services
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
$75.0M to $200M
Control
control,minority
Thesis
We seek to be a differentiated form of capital and consider ourselves experts in constructing creative, bespoke solutions within our target universe.
Observed from deals on record
roles
unknown 12, platform 1
period
to 2025-05-07, from 2025-05-07, undated holdings 12, dated observations 2
window
last 2025-05-07, first 2025-05-07
control
unknown 13
companies
13
geography
investments
13
seller kinds
transactions
1
cadence by year
2025 other deals 1
platform add on
add ons 0, platforms 1, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 3, share 0.231, value business services, examples AA Ireland, The Progeny Group, USClaims, count 1, share 0.077, value financial services, examples Payment Alliance International, count 1, share 0.077, value tech enabled services, examples Armanino
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.154, value legal services, examples The Progeny Group, USClaims, count 1, share 0.077, value insurance agencies brokerage, examples AA Ireland, count 1, share 0.077, value financial services, examples Payment Alliance International, count 1, share 0.077, value it services msp, examples Armanino

13 companies on the graph (1 transactions); most in business services (3); 1 platforms and 0 add-ons; observed 2025 to 2025

n 5, kind sector, period to 2025-05-07, from 2025-05-07, undated holdings 12, dated observations 2, stated financial services, examples AA Ireland, The Progeny Group, USClaims, observed top business services, observed share 0.6, stated evidence quote Our objective is to be the Capital Partner of Choice to the financial services industry., source url https://f•••••••••.com/
Funds
4 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
F•••••• G••••• C•••••• P••••••• I•• L•••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$500M
as of Mar 28, 2024
no Form DEarly deployment
F•••••• G••••• C•••••• P••••••• I•••• L•••
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$469M
as of Mar 28, 2024
no Form DEarly deployment
F•••••• G••••• C•••••• P•••••••• L•••
ADV: Private Equity Fund
Buyout fundunknown$554M
as of Mar 28, 2024
no Form DUnknown
F•••••• G••••• C•••••• P••••••••• L•••
ADV: Private Equity Fund
Buyout fundunknown$379M
as of Mar 28, 2024
no Form DUnknown
Team
19 current, 0 former
Other (6)
Portfolio
13 relationships, 1 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P••• A•••••••PlatformactiveMay 7, 2025
transaction announcement
1.4 yearsO•••••• S•••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A• I••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• A••••••• I•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• I•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• F•••••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• P•••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
May 7, 2025Debt financingP••• A•••••••Sponsor (confirmed)comvest.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (3)
  • U•• S••••••••• L•• 4 shared · strong · last Jan 1, 2023
  • H••••••• L•••• C••••••• I••• 2 shared · recurring · last Jan 1, 2019
  • P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2017
Lenders (1)
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. Sep 5, 2017
    F•••••• G••••• C•••••• M••••••••• 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)
Across the graphs

F•••••• G••••• C•••••• M••••••••• 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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