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C••••••• C•••••• G•••• L•
Private credit managerClassification probableUpper middle marketSEC registered investment adviser· Los Angeles, CAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $50B
- PE fund assets
- $13B
- PE funds
- 37
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $10.0M to $50.0MSectors building_products
- Graphs 4
- Placement agents 4
Classification
How this organization is classified, and on what basisPrivate credit manager · 1 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 34 of 39 private equity vehicles are named credit
- Size band
- Upper middle marketdefined by: proxy: $13.02bn Private Equity Fund GAV on the Form ADV filed 2024-05-23
- Strategies
- PRIVATE CREDIT, SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 34 of 39 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 21, 2026
- RAUM
- $50Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 37
- PE fund GAV, latest filing
- $13Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $23Bevery private fund type, latest filing
- 2024 PE fund GAV
- $13Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 44%
- Fund type mix
- filed 2024-05-23, latest gav Hedge Fund $126M, Other Private Fund $3.0B, Private Equity Fund $13B, Securitized Asset Fund $6.4B, latest counts Hedge Fund 2, Other Private Fund 16, Private Equity Fund 32, Securitized Asset Fund 18, lifetime distinct Hedge Fund 4, Other Private Fund 19, Private Equity Fund 39, Securitized Asset Fund 27
- Employees
- 229
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- building products
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $10.0M to $50.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
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
42 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• C••••• S•••••••• V•••• N••• F•••••• L•• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $78.3M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• F••• I•• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $52.0M as of May 23, 2024 | no Form D | Early deployment | |
| C••••••• C••••• S•••••••• V•••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $1.3B as of May 23, 2024 | no Form D | Unknown | |
| C••••••• C••••• S•••••••• V••• A••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $1.2B as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• F••• I•• N••• F•••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $764M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• L•••••• F••• I•• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $239M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• F••• I•• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $208M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• L•••••• F••• I•• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $191M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• L•••••• F••• I•• N••• F•••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $161M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• P•••••• C••••• P••••••• L•••••• U••••••••• F••• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $30.0M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• P•••••• C••••• P••••••• L•••••• U••••••••• N••• F••••• L• ADV: P•••••• Equity Fund | Credit fund | 2020 first reported on Form ADV | $77.7M as of May 23, 2024 | no Form D | Mature | |
| C••••••• P•••••• C••••• P••••••• U••••••••• F••• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $83.0M as of May 23, 2024 | no Form D | Mature | |
| C••••••• P•••••• C••••• P••••••• U••••••••• N••• F••••• L• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $53.4M as of May 23, 2024 | no Form D | Mature | |
| C••••••• P•••••• C••••• P••••••• U••••••••• F••• T• ••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $29.6M as of May 23, 2024 | no Form D | Mature | |
| C••••••• P•••••• C••••• P••••••• L•••••• U••••••••• F••• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $25.1M as of May 23, 2024 | no Form D | Mature | |
| C••••••• P•••••• C••••• P••••••• L•••••• U••••••••• F••• T• ••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $0 as of Nov 2, 2021 | no Form D | Wound down | |
| C••••••• D••••• L•••••• I• ••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2018 first reported on Form ADV | $290M as of Nov 2, 2018 | no Form D | Wound down | |
| C••••••• D••••• L•••••• L•••••• F••• I• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $472M as of May 23, 2024 | no Form D | Mature | |
| C••••••• D••••• L•••••• F••• I• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $398M as of May 23, 2024 | no Form D | Mature | |
| C••••••• D••••• L•••••• F••• I• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $293M as of May 23, 2024 | no Form D | Mature | |
| C••••••• D••••• L•••••• L•••••• F••• I• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $262M as of May 23, 2024 | no Form D | Mature | |
| C••••••• M•••••••• P••••••• V•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $3.6B as of May 23, 2024 | no Form D | Unknown | |
| C••••••• M•••••••• P••••••• V••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $934M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• M•••••••• P••••••• V•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $784M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• M•••••••• P••••••• V••• ••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $541M as of May 23, 2024 | no Form D | Mature | |
| C••••••• M•••••••• P••••••• V•• ••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $304M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• L•••••• F••• ••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2015 first reported on Form ADV | $43.0M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• S•••••• S••••••••• F••• •••••••• G•••••• L••• ADV: P•••••• Equity Fund | Special situations fund | 2015 first reported on Form ADV | $31.4M as of May 23, 2024 | no Form D | Unknown | |
| C••••••• D••••• L•••••• L•••••• F••• •••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2015 first reported on Form ADV | $24.5M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• S•••••• S••••••••• F••• •••••• I••• L••• ADV: P•••••• Equity Fund | Special situations fund | 2015 first reported on Form ADV | $0 as of Mar 1, 2024 | no Form D | Wound down | |
| C••••••• S•••••• S••••••••• F••• •••••• I•••• L••• ADV: P•••••• Equity Fund | Special situations fund | 2015 first reported on Form ADV | $0 as of Mar 1, 2024 | no Form D | Wound down | |
| C••••••• S•••••• S••••••••• F••• •••••• V•• L••• ADV: P•••••• Equity Fund | Special situations fund | 2015 first reported on Form ADV | $0 as of Nov 2, 2021 | no Form D | Wound down | |
| C••••••• D••••• L•••••• S••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2013 first reported on Form ADV | $58.4M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• D••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2013 first reported on Form ADV | $37.8M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• D••••• L•••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2013 first reported on Form ADV | $0 as of Oct 10, 2014 | no Form D | Wound down | |
| C••••••• M•••••••• P••••••• V•• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $319M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• M•••••••• P••••••• V••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $272M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• M•••••••• P••••••• V••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $142M as of May 23, 2024 | no Form D | Harvest | |
| C••••••• S•••••• S••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Special situations fund | unknown | $0 as of Mar 30, 2012 | no Form D | Wound down | |
| C••••••• D••••• L•••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| C••••••• F••••• U••• D••••• L•••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| C••••••• S••••• C•• E••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
103 current, 5 former
Managing partner (1)
- C••••••••• W••••• · CEO and President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (55)
- A• H•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• L•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• C•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• B••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• F••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• V••••• B••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• K•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• W••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• B•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• C•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• H••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• H••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• E••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•• H••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• H••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• C•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• G••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B••••• · Managing D•••••or and Head of P•••••• Credit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••••• C••••• · Owner · since May 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• B••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F••••• · Managing D•••••or and Head of Tradeable Credit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• C••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• M•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• G•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• V••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• G•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• A••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• S••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• L••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• F••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• B•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L•••• A•••••••• · Owner · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• W••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• M••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• C•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• C••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• V•• d•• K•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• G••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• L•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••• H••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•• K•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• N•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- A••• V•• d• V•••• · Senior D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• C••••••••• · Senior D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• T•• · Senior D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• J••••••••• · D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (31)
- A••• A•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• G•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• L•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• N•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• C•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• M•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• P•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• B•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• X••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• L•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• L•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• B•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• G••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• M••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• I••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• V••••• W••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• Q••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• C•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• R•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• W••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• E•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• A••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- M••• d• F••• · Head of P•••••• Capital M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- K•• B••••••••• · Managing D•••••or & Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (9)
- A•••• H•••• · Chief Human Resources Officer and Chief Administrative Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• S•••••• L••••• · Chief Compliance Officer · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• S•••••• L••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• P•••• H••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• P••••• L•••••• · Chief Financial Officer · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• P••••• L•••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• N•• · Senior Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• H•••••••• · Head of Information Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• T••••• V•••• · Chief Operating Officer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- J••••••• H••••• · Global Head of Investor S•••••••• Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- R••••• D•••• B•••• · Member · Jun 1, 2001 to Feb 8, 2021 Inference
- G••••• P•••• H••••• · General Counsel · Jul 1, 2012 to Feb 8, 2021 Inference
- J••••• a• •• O•••• H••••• · Chief Compliance Officer · Jul 1, 2014 to Dec 21, 2022 Inference
- J••••• J••• K••••• · Chief Financial Officer · Jan 1, 2012 to Mar 30, 2017 Inference
- K•••• L•••• G•••• · Chief Compliance Officer · Dec 1, 2010 to Jan 14, 2014 Inference
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
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 13, 2026 | Growth investment | P•••••• C••••••••• G•••• | Lender (confirmed) | sunstonepartners.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- F•••• A••••• 5 shared · very strong · last Jan 1, 2016
- C••••• S••••• S••••••••• •••• L•• 3 shared · strong · last Jan 1, 2012
- F•••••••• 3 shared · strong · last Jan 1, 2023
- T•• F•••• D••••••••• 2 shared · recurring · last Jan 1, 2012
LP commitments
1 disclosed
- O••••• P••••• E•••••••• R••••••••• F••• in C••••••• M•••••••• P••••••• V•• L••• $75.0M oregon.gov
Events
4 most recent
- Aug 27, 2026••• Locked
- Aug 27, 2026••• Locked
- May 21, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
C••••••• C•••••• G•••• L• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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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