Private Equity Intelligence
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O•••••• C•••••• M••••••••• L••
O•••••• C•••••• M••••••••• provides strategic portfolios that deliver value from emerging and industry-leading investment opportunities.
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 2 distinct vehicles are sworn Private Equity Funds
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 29, 2015 to Dec 9, 2024
- RAUM
- $371Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- $0sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-12-09, latest gav , latest counts , lifetime distinct Other Private Fund 1, Private Equity Fund 1
- Employees
- 5
- Headquarters
- Chicago, IL
- Office address
- 400 N. MICHIGAN AVENUE, #560, Chicago, IL, 60611
- Business phone
- 312-628-6700
- 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
- As a research-driven firm, we focus on uncovering undervalued or underappreciated investments to drive both our asset management joint venture and intrinsic value offerings.
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••• C•••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Apr 29, 2024 | no Form D | Unknown | |
| O•••••• C•••••••• F•••• L•• ADV: Other Private Fund | SPV | unknown | $5.8M as of Mar 31, 2017 | no Form D | Unknown |
- B•••• E•••••• H••••• · Member · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• P••• F••••••• · Member · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••••• M•••••• · Member · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• J••••• S•••••••• · Chief Compliance Officer · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••••• A••••••• · Our team approach was created to thoroughly examine and evaluate investment ideas and challenge market assumptions. · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Jul 29, 2015O•••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
O•••••• C•••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.
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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