Private Equity Intelligence
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.
G•••• F•••••••• P•••••••
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- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-12-02
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Dec 2, 2024
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $12.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $17.1Mevery private fund type, latest filing
- 2024 PE fund GAV
- $12.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 9%
- Fund type mix
- filed 2024-12-02, latest gav Real Estate Fund $4.8M, Private Equity Fund $12.3M, latest counts Real Estate Fund 6, Private Equity Fund 1, lifetime distinct Real Estate Fund 10, Private Equity Fund 1
- Employees
- 30
- Headquarters
- Cleveland, OH
- Office address
- 1801 EAST NINTH STREET, SUITE 1600, Cleveland, OH, 44114
- Business phone
- 833-309-9900
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• V••••••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $12.3M as of Dec 2, 2024 | no Form D | Unknown |
- C••••• S••••••••• D•••••• · Chief Growth Officer / Chief Executive Officer · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• J••••• B••• · Chairman · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• R••• B••••••••• · Chief Investment Officer · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• R••• F••• · Senior Managing Director · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• H••••••• P••••• · Executive Director, Integration Strategies · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• J••••• H••••• · Managing Principal · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• J••••• D••••• · Chief Compliance Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• J••••• G••• · Vice President Operations · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
6 former (kept with end dates)
- S•••• L••••• G•••• · Founder · Mar 1, 2017 to Mar 29, 2019 Inference
- W•••••• G••••• C••••• · President · Oct 1, 2023 to Dec 2, 2024 Inference
- M•••••• K•••• W•••• · Manager · Apr 1, 1999 to Jun 29, 2017 Inference
- R••••• D•••• G•••• · Manager · Apr 1, 1999 to Jun 29, 2017 Inference
- C•••• J•••••• P••••• · Chief Compliance Officer · Mar 1, 2023 to May 10, 2024 Inference
- M•••••• A••••• S•••••••• · Chief Compliance Officer · Aug 1, 2020 to Mar 31, 2023 Inference
- Sep 1, 2026Adviser CRD 110031 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012G•••• F•••••••• P••••••• first filed Form ADV in the extract (IA)
G•••• F•••••••• P••••••• is the same institution as 4 records in Real Estate Funds, Independent Sponsors, RIA and Wealth and Allocators.
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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