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Firms / C••••••••• C•••••• M••••••••• L••

C••••••••• C•••••• M••••••••• L••

Private credit manager · probableLower middle marketGreenwich, CTc•••••••••.comSEC registered investment adviser
Classification
Class
Private credit managerprobable, confidence 70%
Basis
R2: 5 of 8 private equity vehicles are named credit
Size band
Lower middle marketdefined by: proxy: $0.88bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 5 of 8 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 20, 2012 to Mar 28, 2024
RAUM
$4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
3
PE fund GAV, latest filing
$879Mreported gross assets (Form ADV), not fund size
All private fund GAV
$4.2Bevery private fund type, latest filing
2024 PE fund GAV
$915Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
20%
Fund type mix
filed 2024-03-28, latest gav Hedge Fund $2.9B, Real Estate Fund $415M, Private Equity Fund $879M, latest counts Hedge Fund 11, Real Estate Fund 4, Private Equity Fund 3, lifetime distinct Hedge Fund 28, Real Estate Fund 4, Private Equity Fund 8
Employees
48
Headquarters
Greenwich, CT
Office address
411 WEST PUTNAM AVENUE, SUITE 425, Greenwich, CT, 06830
Business phone
203-862-8200
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
real estate
Geography
United States, Europe, Global
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
Pursuing opportunities that meet our strict criteria, we focus on securities that may be overlooked, mispriced, or less accessible – where thoughtful analysis and experience can uncover compelling risk-adjusted return potential.
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
12 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••••••• O••••••••• F••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$377M
as of Mar 28, 2024
no Form DUnknown
C••••••••• R••• E••••• F••• V• L•••
ADV: R••• E••••• Fund
Real estate fund2022
first reported on Form ADV
$0
as of Mar 28, 2024
no Form DUnknown
C••••••••• D••••••••• D••• F•••• L••
ADV: Private Equity Fund
Credit fund2021
first reported on Form ADV
$144M
as of Mar 28, 2024
no Form DActive deployment
C••••••••• D••••••••• R••• E••••• D••• F••• I• O•••••••• L•••
ADV: Private Equity Fund
Credit fund2020
first reported on Form ADV
$0
as of Jul 15, 2020
no Form DWound down
C••••••••• D••••••••• R••• E••••• D••• F••• I•• L•••
ADV: R••• E••••• Fund
Credit fund2019
first reported on Form ADV
$261M
as of Mar 28, 2024
no Form DUnknown
C••••••••• O••••••••• F••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$358M
as of Mar 28, 2024
no Form DSuccessor fundraising
C••••••••• D••••••••• R••• E••••• D••• F••• I•• • P••• L•••
ADV: R••• E••••• Fund
Credit fund2017
first reported on Form ADV
$33.3M
as of Mar 28, 2024
no Form DHarvest
C••••••••• D••••••••• R••• E••••• D••• F••• I••• L•••
ADV: R••• E••••• Fund
Credit fund2015
first reported on Form ADV
$121M
as of Mar 28, 2024
no Form DHarvest
C••••••••• D••••••••• R••• E••••• D••• F••• I•• O••••••• L•••
ADV: Private Equity Fund
Credit fund2015
first reported on Form ADV
$0
as of Feb 28, 2017
no Form DWound down
C••••••••• O••••••••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$35.5M
as of Feb 23, 2024
no Form DWound down
C••••••••• D••••••••• R••• E••••• D••• F••• I•• L•••
ADV: Private Equity Fund
Credit fundunknown$68.3M
as of Aug 31, 2022
no Form DWound down
C••••••••• D••••••••• R••• E••••• D••• F••• I• O••••••• L•••
ADV: Private Equity Fund
Credit fundunknown$11.2M
as of Aug 31, 2022
no Form DWound down
Team
26 current, 5 former
Partner (14)
Other (1)
5 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
5 relationships
Placement agents (5)
  • G••• E•••• E••••••••• L•••••• 2 shared · recurring · last Jan 1, 2020
  • O••• S••••••••• L•• 1 shared · one time · last Jan 1, 2022
  • L••• C••••••• L•• 1 shared · one time · last Jan 1, 2024
  • S••••••••• B•••••••• L•• 1 shared · one time · last Jan 1, 2023
  • H•••••••• A••••••••• L•• 1 shared · one time · last Jan 1, 2024
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 27, 2026
    C••••••••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 2 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 20, 2012
    C••••••••• 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

C••••••••• C•••••• M••••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Independent Sponsors1RIA 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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