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O•••••• C•••••• A•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Traverse City, MIo•••••••••.com

••• Locked

Regulatory AUM
$120M
Form ADV
PE fund assets
$52.1M
Form ADV
PE funds
9
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (1)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: 6 of 9 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-12-13
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 9 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 2, 2012 to Mar 23, 2026
RAUM
$120Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
9
PE fund GAV, latest filing
$52.1Mreported gross assets (Form ADV), not fund size
All private fund GAV
$100Mevery private fund type, latest filing
2024 PE fund GAV
$52.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
67%
Fund type mix
filed 2024-12-13, latest gav Real Estate Fund $9.3M, Other Private Fund $10.3M, Private Equity Fund $52.1M, latest counts Real Estate Fund 1, Other Private Fund 2, Private Equity Fund 6, lifetime distinct Real Estate Fund 1, Other Private Fund 2, Private Equity Fund 6
Employees
3
Headquarters
Traverse City, MI
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
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
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
8 on record, 4 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
O•••••• S•• 6•• C•• N••• L••
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$3.8M
as of Dec 13, 2024
no Form DUnknown
O•••••• S•• 6•• • B• P••• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$2.5M
as of Dec 13, 2024
no Form DUnknown
O•• S••••• L••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$750,589
as of Dec 13, 2024
no Form DUnknown
O•••••• S• C•••••• F••• I• L••
ADV: Other Private Fund
SPV2021
first reported on Form ADV
$9.1M
as of Dec 13, 2024
no Form DActive deployment
O•••••• H••••• A•••••••• F•••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$7.5M
as of Dec 13, 2024
no Form DUnknown
O•••••• S••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$34.1M
as of Dec 13, 2024
no Form DMature
O•••••• A••••• I•
ADV: Other Private Fund
buyout or unlabelled2019
first reported on Form ADV
$1.3M
as of Dec 13, 2024
no Form DHarvest
O••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$3.4M
as of Dec 13, 2024
no Form DMature
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
O•••••• S•• 6•• C•• N••• C•••• E• L••Private Equity Fund2026 to 2026
$6.2M
filed Mar 23, 2026
reports.adviserinfo.sec.gov
O•• P•• C•••••• L••Other Private Fund2026 to 2026
$5.7M
filed Mar 23, 2026
reports.adviserinfo.sec.gov
O•••••• A••••• B•• • P•• C• L••Private Equity Fund2026 to 2026
$1.3M
filed Mar 23, 2026
reports.adviserinfo.sec.gov
O•• • S• 6••• L••Private Equity Fund2026 to 2026
$1.0M
filed Mar 23, 2026
reports.adviserinfo.sec.gov
Team
1 current, 1 former
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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 23, 2026
  2. Apr 2, 2012
Across the graphs

O•••••• C•••••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real 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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