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B••• E•••• C•••••• A•

CandidateClassification candidateLower middle marketSEC exempt reporting adviser· Baar-Zugb••••••••.capital

••• Locked

Regulatory AUM
Not established
PE fund assets
$308M
Form ADV
PE funds
1
Form ADV
Investments held
7 of 26
DFX transaction tape
Deals, last 12 months
4
DFX transaction tape
Funds and vehiclesTeam (52)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 basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
R7: admitted on 1 Private Equity Fund(s) among 4 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Strategies
GROWTH EQUITY
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%, cls-pe-1)
    R7: admitted on 1 P•••••• Equity Fund(s) among 4 vehicles; no rule fired
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Feb 9, 2023 to Mar 30, 2026
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$308Mreported gross assets (Form ADV), not fund size
All private fund GAV
$771Mevery private fund type, latest filing
2024 PE fund GAV
$308Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
25%
Fund type mix
filed 2024-03-26, latest gav Other Private Fund $464M, Private Equity Fund $308M, latest counts Other Private Fund 3, Private Equity Fund 1, lifetime distinct Other Private Fund 3, Private Equity Fund 1
Employees
unknown
Headquarters
Baar-Zug, Switzerland
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
23 observed deals
Stated by the firm
Sectors
environmental services, healthcare, education, agriculture, technology, energy
Geography
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
••• Locked
Observed from deals on record
roles
unknown 21, platform 5
period
to 2026-03-10, from 2025-10-01, undated holdings 19, dated observations 14
window
last 2026-03-10, first 2025-10-01
control
control 5, unknown 21
companies
23
geography
investments
26
seller kinds
transactions
7
cadence by year
2025 platforms 3, other deals 2, 2026 platforms 2
platform add on
add ons 0, platforms 5, add ons per platform 0
sector known for
10
disclosed value usd
n 0
sector distribution
count 3, share 0.13, value financial services, examples Banco Azul, Acrecent, Avista Colombia, count 2, share 0.087, value agriculture, examples Amret, Aavishkaar Capital, count 1, share 0.043, value software, examples SunFire, count 1, share 0.043, value healthcare services, examples Asian Institute of Gastroenterology, count 1, share 0.043, value transportation logistics, examples Arya, count 1, share 0.043, value industrial manufacturing, examples Cascadia Windows & Doors, count 1, share 0.043, value aerospace defense, examples AMP
holding period years
n 0
repeat counterparties
role sell side adviser, shared 2, entity id 17410104-6bbe-49ca-904d-ead6361f0c73, role sell side adviser, shared 2, entity id ec4efe64-32e8-457a-839d-c1301ecf29de
subsector distribution
count 3, share 0.13, value financial services, examples Banco Azul, Acrecent, Avista Colombia, count 2, share 0.087, value agriculture, examples Amret, Aavishkaar Capital, count 1, share 0.043, value healthcare software, examples SunFire, count 1, share 0.043, value outpatient specialty clinics, examples Asian Institute of Gastroenterology, count 1, share 0.043, value warehousing, examples Arya, count 1, share 0.043, value miscellaneous manufacturing, examples Cascadia Windows & Doors, count 1, share 0.043, value aerospace defense, examples AMP

23 companies on the graph (7 transactions); most in financial services (3); 5 platforms and 0 add-ons; observed 2025 to 2026

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•••••••• C•••••• G••••• F••• I• S•••••• S•••••••••
ADV: P•••••• Equity Fund
Growth fundunknown$308M
as of Mar 26, 2024
no Form DEarly deployment
Team
52 current, 0 former
Principal (10)
Vice president (5)
Analyst (7)
Investor relations (3)
Board or advisory (4)
Platform (12)
Portfolio
26 relationships, 5 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
I•••••••• F•••• P•••••• L••••••PlatformactiveMar 10, 2026
transaction announcement
7 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I•••••••• F•••• P•••••• L••••••PlatformactiveMar 10, 2026
transaction announcement
7 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••••••Role unknownactiveOct 21, 2025
transaction announcement
11 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••••••Role unknownactiveOct 21, 2025
transaction announcement
11 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••••• f••••••PlatformactiveOct 2, 2025
transaction announcement
12 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••••• f••••••PlatformactiveOct 2, 2025
transaction announcement
12 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••••••• W•••••• • D••••PlatformactiveOct 1, 2025
transaction announcement
12 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•• R•••••••Role unknownunknownJul 5, 2022
form d related person first sale
4.2 yearsunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• P•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• I••••••••• I••••••••• M•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• K••••• C•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• P•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• I•••••••• o• G•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• C•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• A•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Q•••••• C••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• L•••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• G••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
4 on record
DateTypeTargetThis firm’s roleSource
Mar 10, 2026Platform acquisitionI•••••••• F•••• P•••••• L••••••Sponsor (confirmed), Sponsor (confirmed)b••••••••.capital
Oct 21, 2025Type not statedM•••••••••Sponsor (confirmed), Sponsor (confirmed)b••••••••.capital
Oct 2, 2025Platform acquisitionG•••••• f••••••Sponsor (confirmed), Sponsor (confirmed)b••••••••.capital
Oct 1, 2025Platform acquisitionC••••••• W•••••• • D••••Sponsor (confirmed)b••••••••.capital
Placement agents, lenders, advisers and co-investors
2 relationships
Financial advisers (2)
  • U••••• C•••••• 1 shared · one time · last Oct 2, 2025
  • S••••• P••••••• 1 shared · one time · last Mar 10, 2026
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
11 most recent
  1. Jul 30, 2026
  2. Mar 10, 2026
  3. Mar 10, 2026
  4. Jan 15, 2026
  5. Oct 21, 2025
  6. Oct 21, 2025
  7. Oct 2, 2025
  8. Oct 2, 2025
  9. Oct 1, 2025
  10. Oct 1, 2025
  11. Feb 9, 2023