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C••••••••• C•••••• E••••• P••••••• L•

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Andover, MAc••••.com

••• Locked

Regulatory AUM
$5.3B
Form ADV
PE fund assets
$3.9B
Form ADV
PE funds
16
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (69)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 17 of 21 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $3.85bn Private Equity Fund GAV on the Form ADV filed 2024-05-15
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 17 of 21 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 30, 2012 to May 21, 2026
RAUM
$5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
16
PE fund GAV, latest filing
$3.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$4.8Bevery private fund type, latest filing
2024 PE fund GAV
$3.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
81%
Fund type mix
filed 2024-05-15, latest gav Other Private Fund $414M, Private Equity Fund $3.9B, latest counts Other Private Fund 4, Private Equity Fund 14, lifetime distinct Other Private Fund 4, Private Equity Fund 17
Employees
63
Headquarters
Andover, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
business services, industrials, healthcare, consumer
Geography
North America, Europe, Asia
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
••• 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
21 on record, 2 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I•••••••• O••••••••• F••• I•• L•
ADV: Other Private Fund
SPV2023
first reported on Form ADV
$250M
as of May 15, 2024
no Form DEarly deployment
I•••••••• O••••••••• O••••••• M••••• F••• I•• L•••
ADV: Other Private Fund
Feeder or parallel2023
first reported on Form ADV
$28.6M
as of May 15, 2024
no Form DEarly deployment
I•••••••• C••••••••• F••• V•• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$929M
as of May 15, 2024
no Form DEarly deployment
I•••••••• P••••••••• F••• V•• L•
ADV: Private Equity Fund
Fund of funds2022
first reported on Form ADV
$344M
as of May 15, 2024
no Form DEarly deployment
I•••••••• D••••• I••••••••• F••• V• • P••••••• a• L•
ADV: Private Equity Fund
Feeder or parallel2021
first reported on Form ADV
$194M
as of May 15, 2024
no Form DUnknown
I•••••••• O••••••••• A•••• F•••• L•
ADV: Other Private Fund
Continuation vehicle2021
first reported on Form ADV
$42.3M
as of May 15, 2024
no Form DUnknown
I•••••••• D••••• I••••••••• F••• V• L•••
ADV: Private Equity Fund
Fund of funds2018
first reported on Form ADV
$973M
as of May 15, 2024
no Form DSuccessor fundraising
I•••••••• P••••••••• F••• V• L•••
ADV: Private Equity Fund
Fund of funds2018
first reported on Form ADV
$491M
as of May 15, 2024
no Form DSuccessor fundraising
I•••••••• O••••••••• F•••• L•••
ADV: Other Private Fund
SPV2018
first reported on Form ADV
$93.3M
as of May 15, 2024
no Form DUnknown
I•••••••• P••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$504M
as of May 15, 2024
no Form DMature
I•••••••• D••••• I••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$132M
as of May 15, 2024
no Form DHarvest
C•• G••••• E•••• F•••• L•••
ADV: Private Equity Fund
Fund of funds2017
first reported on Form ADV
$1.2M
as of May 15, 2024
no Form DHarvest
I•••••••• C••••••••• F••• I•••••• L•••
ADV: Private Equity Fund
Fund of funds2016
first reported on Form ADV
$1.6M
as of May 15, 2024
no Form DMature
I•••••••• P••••••••• F••• I••• L•••
ADV: Private Equity Fund
Fund of funds2015
first reported on Form ADV
$202M
as of May 15, 2024
no Form DUnknown
I•••••••• C••••••••• F••• I••• L•••
ADV: Private Equity Fund
Fund of funds2014
first reported on Form ADV
$66.9M
as of May 15, 2024
no Form DSuccessor fundraising
U••••••••• C••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of funds2013
first reported on Form ADV
$10.6M
as of May 15, 2024
no Form DHarvest
U••••••••• P••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of funds2013
first reported on Form ADV
$28,691
as of Nov 15, 2023
no Form DWound down
U••••••••• C••••••••• F•••• L•••
ADV: Private Equity Fund
Fund of fundsunknown$3.8M
as of May 15, 2024
no Form DHarvest
U••••••••• P••••••••• F•••• L•••
ADV: Private Equity Fund
Fund of fundsunknown$1.5M
as of May 15, 2024
no Form DHarvest
I•••••••• C••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of fundsunknown$772,973
as of May 5, 2021
no Form DWound down
I•••••••• P••••••••• F••• I•• L•••
ADV: Private Equity Fund
Fund of fundsunknown$0
as of Oct 11, 2022
no Form DWound down
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
I•••••••• C••••••••• F••• V••• L•Private Equity Fund2026 to 2026
$723M
filed May 21, 2026
reports.adviserinfo.sec.gov
I•••••••• P••••••••• F••• V••• L•••Private Equity Fund2026 to 2026
$378M
filed May 21, 2026
reports.adviserinfo.sec.gov
Team
69 current, 1 former
Managing partner (5)
Partner (17)
Vice president (11)
Analyst (6)
Investor relations (3)
Platform (13)
Other (10)
1 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
12 relationships
Placement agents (12)
  • C•••••• S••••••••• C••••••••• 9 shared · very strong · last Jan 1, 2023
  • E•••• F•••••••• C••••••••• L•• 8 shared · very strong · last Jan 1, 2023
  • B••••••• S••••••••• L•• 3 shared · strong · last Jan 1, 2018
  • J•• H• K••• 2 shared · recurring · last Jan 1, 2014
  • C••••••• C•••••• S•••••••• P•• L•• 2 shared · recurring · last Jan 1, 2014
  • P•••• L• B••• 2 shared · recurring · last Jan 1, 2014
  • F•••••••• L•••••• 2 shared · recurring · last Jan 1, 2014
  • W•••••• O• B••• 2 shared · recurring · last Jan 1, 2014
  • F•••• A••••• P••••••• L•• 1 shared · one time · last Jan 1, 2014
  • B•••••• W•••• • C•• L••• 1 shared · one time · last Jan 1, 2023
  • M••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2018
  • C••••• H••• C•••••• P•••••••• I••• 1 shared · one time · last Jan 1, 2018
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
24 most recent
  1. Sep 15, 2026
  2. Sep 15, 2026
  3. Sep 15, 2026
  4. Sep 15, 2026
  5. Sep 15, 2026
  6. Sep 15, 2026
  7. Sep 15, 2026
  8. Sep 15, 2026
  9. Sep 15, 2026
  10. Sep 15, 2026
  11. Sep 15, 2026
  12. Sep 15, 2026
  13. Sep 15, 2026
  14. Sep 15, 2026
  15. Sep 15, 2026
  16. Sep 15, 2026
  17. Sep 15, 2026
  18. Sep 15, 2026
  19. Sep 15, 2026
  20. Sep 15, 2026
  21. Sep 15, 2026
  22. Sep 15, 2026
  23. May 21, 2026
  24. Apr 30, 2012
Across the graphs

C••••••••• C•••••• E••••• P••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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