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 / S•••• G•••• C•••••• A•••••••• L••

S•••• G•••• C•••••• A•••••••• L••

Hybrid manager · probableunsizedMemphis, TNs•••••••••.comSEC registered investment adviser

We provide extraordinary services and experiences for extraordinary families and individuals. We Are As a leading independent multi-family office, we tailor investment strategies to the unique needs of individuals, families, and institutions, aligning our interests by investing alongside our clients to foster a collaborative partnership. About Our Team We Serve We serve entrepreneurial individuals, families, […]

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 3 of 21 distinct vehicles; hedge, securitized or liquidity vehicles 14
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: P•••••• Equity Funds are 3 of 21 distinct vehicles; hedge, securitized or liquidity vehicles 14
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to Aug 1, 2024
RAUM
$1.4Bregulatory 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
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
14%
Fund type mix
filed 2024-08-01, latest gav , latest counts , lifetime distinct Hedge Fund 14, Real Estate Fund 1, Other Private Fund 3, Private Equity Fund 3
Employees
11
Headquarters
Memphis, TN
Office address
5100 POPLAR AVENUE, SUITE 3100, Memphis, TN, 38137
Business phone
901-498-6300
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
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••••• P• • L•••••••• C•••••• P••••••• V•••• a• S••••• o• G•••• S••••• P•••••• I••••••••• P•••••••• L••
ADV: P•••••• Equity Fund
Buyout fund2015
first reported on Form ADV
$14.5M
as of Feb 18, 2019
no Form DActive deployment
C•••••• E••••• M•••••••• O••••••••• a• S••••• o• G•••• S••••• P•••••• I••••••••• P•••••••• L••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$6.4M
as of Feb 18, 2019
no Form DMature
A•••• S••••• L•••• a• S••••• o• G•••• S••••• P•••••• I••••••••• P•••••••• L••
ADV: P•••••• Equity Fund
Fund of funds2013
first reported on Form ADV
$5.9M
as of Feb 18, 2019
no Form DUnknown
Team
16 current, 8 former
Managing partner (1)
Platform (6)
8 former (kept with end dates)
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
1 most recent
  1. Mar 29, 2012
    S•••• G•••• C•••••• A•••••••• 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

S•••• G•••• C•••••• A•••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real Estate Funds1

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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