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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / O•••••• C•••••• L••

O•••••• C•••••• L••

Buyout firmLower middle marketDallas, TXc•••••••••.comSEC exempt reporting adviser

Empower your financial future with Concorde Investment Management in Dallas, TX. Specializing in wealth management and preservation, we offer personalized advisory services, strategic portfolio planning, and exclusive private capital investments. Backed by 45 years of integrity, experience, and research-driven strategies to grow and safeguard your legacy.

Classification
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 3 of 3 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: $0.04bn 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: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Sep 27, 2023 to Mar 28, 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
$39.3Mreported gross assets (Form ADV), not fund size
All private fund GAV
$39.3Mevery private fund type, latest filing
2024 PE fund GAV
$39.3Msum 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 $39.3M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
Employees
unknown
Headquarters
Dallas, TX
Office address
8383 PRESTON CENTER PLAZA, SUITE 360, Dallas, TX, 75225
Business phone
972-701-5400
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
manufacturing, healthcare, technology, energy
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
We focus on sectors where we've committed our own capital, including healthcare, medical technology, energy, information technology, manufacturing, applied AI, and beyond.
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
O•••••• E••••• P•••••••• L•••
ADV: Private Equity Fund
Buyout fundunknown$23.5M
as of Mar 28, 2024
no Form DUnknown
O•••••• E••••• P••••••• I•• L•
ADV: Private Equity Fund
Buyout fundunknown$9.3M
as of Mar 28, 2024
no Form DEarly deployment
O•••••• E••••• P••••••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$6.5M
as of Mar 28, 2024
no Form DEarly deployment
Team
6 current, 0 former
Operating partner (1)
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
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
    O•••••• C•••••• 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. Sep 27, 2023
    O•••••• C•••••• 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

O•••••• C•••••• L•• is the same institution as 1 record in Independent Sponsors.

Independent Sponsors1

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.

Checking your plan…