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T••••••• C••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· New York, NYt•••••••.com

••• Locked

Regulatory AUM
$3.9B
Form ADV
PE fund assets
$3.9B
Form ADV
PE funds
18
Form ADV
Investments held
15 of 23
DFX transaction tape
Deals, last 12 months
11
DFX transaction tape
Funds and vehiclesTeam (57)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: 32 of 32 distinct vehicles are sworn Private Equity Funds; 20 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $3.91bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 32 of 32 distinct vehicles are sworn P•••••• Equity Funds; 20 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 13, 2012 to Mar 30, 2024
RAUM
$3.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
18
PE fund GAV, latest filing
$3.9Breported gross assets (Form ADV), not fund size
All private fund GAV
$3.9Bevery 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
100%
Fund type mix
filed 2024-03-30, latest gav Private Equity Fund $3.9B, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 32
Employees
34
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
22 observed deals
Stated by the firm
Sectors
infrastructure, transportation logistics, technology
Geography
North America
Revenue
not stated or not yet read
EBITDA
$10.0M to $50.0M
Enterprise value
from $500M
Equity check
$25.0M to $200M
Control
control
Thesis
••• Locked
Observed from deals on record
roles
add on 9, unknown 8, platform 6
period
to 2026-06-23, from 2015-08-12, undated holdings 8, dated observations 31
window
last 2026-06-23, first 2015-08-12
control
control 13, unknown 10
companies
22
geography
count 2, share 0.091, value VA, count 1, share 0.045, value NY, count 1, share 0.045, value AZ, count 1, share 0.045, value MD
investments
23
seller kinds
family 1
transactions
16
cadence by year
2015 platforms 1, 2024 add ons 1, platforms 1, 2025 add ons 1, platforms 2, other deals 1, 2026 add ons 7, platforms 1, other deals 1
platform add on
add ons 9, platforms 6, add ons per platform 1.5
sector known for
9
disclosed value usd
n 0
sector distribution
count 3, share 0.136, value tech enabled services, examples Basket Materials, Lifespan International, Inc., DMD Systems Recovery, Inc, count 2, share 0.091, value transportation logistics, examples Valor Fleet Services, Vinny’s Towing & Recovery, count 1, share 0.045, value business services, examples FTE Factory Advisors, count 1, share 0.045, value industrial manufacturing, examples Premier Store Fixtures, count 1, share 0.045, value software, examples Dominion Towing, count 1, share 0.045, value industrial services, examples New Frontier Technologies
holding period years
n 0
repeat counterparties
role lender, shared 4, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9, role co investor, shared 2, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9
subsector distribution
count 3, share 0.136, value endpoint device lifecycle services, examples Basket Materials, Lifespan International, Inc., DMD Systems Recovery, Inc, count 2, share 0.091, value road transport support towing, examples Valor Fleet Services, Vinny’s Towing & Recovery, count 1, share 0.045, value management consulting, examples FTE Factory Advisors, count 1, share 0.045, value software, examples Dominion Towing, count 1, share 0.045, value specialty trade other, examples New Frontier Technologies

22 companies on the graph (16 transactions); most in tech enabled services (3); 6 platforms and 9 add-ons; observed 2015 to 2026

Funds
31 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T••••••• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$252M
as of Mar 30, 2024
no Form DUnknown
T••••••• C•••••• P••••••• I• ••••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2024
first reported on Form ADV
$13.0M
as of Mar 30, 2024
no Form DUnknown
T••••••• B••••••••• I•••••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$21.5M
as of Mar 30, 2024
no Form DEarly deployment
T••••••• S•••• C••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$184M
as of Mar 30, 2024
no Form DEarly deployment
T••••••• T••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$160M
as of Mar 30, 2024
no Form DUnknown
T••••••• D••••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$49.7M
as of Mar 30, 2024
no Form DUnknown
T••••••• M••••••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$45.2M
as of Mar 30, 2024
no Form DEarly deployment
T••••••• C••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$17.8M
as of Mar 30, 2024
no Form DEarly deployment
T••••••• V••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$6.6M
as of Mar 30, 2024
no Form DUnknown
T••••••• C•••••• I•••••••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$509,010
as of Mar 31, 2022
no Form DWound down
T••••••• E••••••••• A••••••••• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$350,148
as of Mar 31, 2023
no Form DWound down
T••••••• C•••••• P••••••• I•• A••• L•••
ADV: P•••••• Equity Fund
Buyout fund2020
first reported on Form ADV
$112M
as of Mar 30, 2024
no Form DSuccessor fundraising
T•• I•• S••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$201M
as of Mar 30, 2024
no Form DSuccessor fundraising
T••••••• C•••••• P••••••• I••• L•••
ADV: P•••••• Equity Fund
Buyout fund2018
first reported on Form ADV
$1.6B
as of Mar 30, 2024
no Form DSuccessor fundraising
T••••••• C•••••• P••••••• I•• •••••••• L•
ADV: P•••••• Equity Fund
Buyout fund2018
first reported on Form ADV
$450M
as of Mar 30, 2024
no Form DSuccessor fundraising
T•• C•••••••• B• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2016
first reported on Form ADV
$66.7M
as of Mar 30, 2024
no Form DUnknown
T•• C•••••••• a• L•
ADV: P•••••• Equity Fund
Co-investment vehicle2015
first reported on Form ADV
$66.7M
as of Mar 30, 2024
no Form DUnknown
T••••••• C•••••• P••••••• I•• L•••
ADV: P•••••• Equity Fund
Buyout fund2014
first reported on Form ADV
$541M
as of Mar 30, 2024
no Form DHarvest
T••••••• C•••••• P••••••• I• •••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2014
first reported on Form ADV
$75.2M
as of Mar 30, 2024
no Form DHarvest
T••••••• C•••••• P••••••• I• •••• L•••
ADV: P•••••• Equity Fund
Buyout fund2014
first reported on Form ADV
$2.6M
as of Mar 30, 2024
no Form DHarvest
T••••••• C•••••• P••••••• I• ••••••• L•••
ADV: P•••••• Equity Fund
Buyout fund2014
first reported on Form ADV
$751,503
as of Apr 15, 2016
no Form DWound down
T••••••• C•••••• P•••••••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$29.4M
as of Mar 29, 2021
no Form DWound down
T••••••• C•••••• P••••••• •••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$12.1M
as of Mar 29, 2021
no Form DWound down
T•••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$10.5M
as of Mar 30, 2016
no Form DUnknown
T••••••• C•••••• P••••••• ••••••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$8.7M
as of Mar 29, 2021
no Form DWound down
T••• F•••••••• C••••• •••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.1M
as of Mar 30, 2016
no Form DUnknown
T••• F•••••••• C••••• •••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$429,492
as of Mar 30, 2016
no Form DUnknown
T••••••• C•••••• P••••••• •••• L•
ADV: P•••••• Equity Fund
Buyout fundunknown$196,518
as of Mar 29, 2021
no Form DWound down
T••• ••••• I••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$182,829
as of Mar 30, 2016
no Form DUnknown
T••• •••••• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$182,682
as of Mar 30, 2016
no Form DUnknown
T••••••• C•••••• P••••••• •••••••• L•••
ADV: P•••••• Equity Fund
Buyout fundunknown$0
as of Mar 31, 2022
no Form DWound down
Team
57 current, 11 former
Partner (16)
Operating partner (9)
Capital markets (1)
Investor relations (4)
Platform (14)
11 former (kept with end dates)
Portfolio
23 relationships, 6 platforms, 9 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
B•••• • S••• L••
add-on to V•••• F•••• S•••••••
Add-onactiveJun 23, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
N•• F••••••• T•••••••••
add-on to G•••••••••
Add-onactiveJun 23, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
L••••••• T•••••••••
add-on to D•• S•••••• R•••••••• I••
Add-onactiveJun 18, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
D••••••• T•••••
add-on to V•••• F•••• S•••••••
Add-onactiveJun 17, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V•••••• T••••• • R•••••••
add-on to V•••• F•••• S•••••••
Add-onactiveJun 12, 2026
transaction announcement
3 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
L••••••• I••••••••• I•••
add-on to D•• S•••••• R•••••••• I••
Add-onactiveJun 2, 2026
transaction announcement
4 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F•• F•••••• A•••••••
add-on to G•••••••••
Add-onactiveMar 19, 2026
transaction announcement
6 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V•••• F•••• S•••••••PlatformactiveJan 20, 2026
transaction announcement
8 monthsN••• C••••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D•• S•••••• R•••••••• I••PlatformactiveSep 23, 2025
transaction announcement
12 monthsW••• F••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D•• S•••••• R•••••••• I••PlatformactiveSep 23, 2025
transaction announcement
12 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••••• G••••Role unknownactiveSep 15, 2025
transaction announcement
1.0 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U••• S••••••• U•••
add-on to O•••
Add-onactiveJul 28, 2025
transaction announcement
1.2 yearsW••• F••••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
B••••• M••••••••
add-on to D•• S•••••• R•••••••• I••
Add-onactiveNov 1, 2024
transaction announcement
1.9 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
G•••••••••PlatformactiveMay 2, 2024
transaction announcement
2.4 yearsA••••• M•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P•••••• S•••• F•••••••PlatformunknownAug 12, 2015
transaction announcement
11.1 yearsunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
• d••••••••• •Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
• d••••••••• •Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
a•••••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• f•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• m••• d••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
16 on record
DateTypeTargetThis firm’s roleSource
Jun 23, 2026Add-on acquisitionN•• F••••••• T•••••••••Sponsor (confirmed)prnewswire.com
Jun 23, 2026Add-on acquisitionB•••• • S••• L••Sponsor (derived)t•••••••.com
Jun 18, 2026Add-on acquisitionL••••••• T•••••••••Sponsor (confirmed)t•••••••.com
Jun 17, 2026Add-on acquisitionD••••••• T•••••Sponsor (derived)t•••••••.com
Jun 12, 2026Add-on acquisitionV•••••• T••••• • R•••••••Sponsor (derived)t•••••••.com
Jun 2, 2026Add-on acquisitionL••••••• I••••••••• I•••Sponsor (derived)dmdsystems.com
Mar 19, 2026Add-on acquisitionF•• F•••••• A•••••••Sponsor (confirmed)t•••••••.com
Jan 20, 2026Majority investmentV•••• F•••• S•••••••Sponsor (confirmed)stelluscapital.com
Jan 20, 2026Platform acquisitionV•••• F•••• S•••••••Sponsorstelluscapital.com
Sep 23, 2025Platform acquisitionD•• S•••••• R•••••••• I••Sponsorstelluscapital.com
Sep 23, 2025Platform acquisitionD•• S•••••• R•••••••• I••Sponsor (confirmed)stelluscapital.com
Sep 15, 2025Type not statedF••••• G••••Sponsor (confirmed)t•••••••.com
Jul 28, 2025Add-on acquisitionU••• S••••••• U•••Sponsor (confirmed)t•••••••.com
Nov 1, 2024Add-on acquisitionB••••• M••••••••Sponsor (derived)dmdsystems.com
May 2, 2024Platform acquisitionG•••••••••Sponsor (confirmed)t•••••••.com
Aug 12, 2015Platform acquisitionP•••••• S•••• F•••••••Sponsorironwoodcap.com
Placement agents, lenders, advisers and co-investors
14 relationships
Placement agents (7)
Lenders (1)
Financial advisers (1)
  • P•••• S•••••• • C•• 1 shared · one time · last Jan 20, 2026
Legal advisers (4)
  • G•••••• • K••• L•• 1 shared · one time · last Sep 23, 2025
  • P••••••••• P• 1 shared · one time · last Sep 23, 2025
  • S•••••• • L•• 1 shared · one time · last Jan 20, 2026
  • D•••• P••• • W••••••• L•• 1 shared · one time · last Jan 20, 2026
Co-investors (1)
LP commitments
8 disclosed
Events
26 most recent
  1. Sep 17, 2026
    T••••••• C•••••• Sells Loenbro
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 15, 2026
    V•••• F•••• S••••••• Partners with B•••• • S••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Sep 15, 2026
    T••••••• C•••••• Exits C•••••• Group
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Aug 3, 2026
    Cloud for Good Announces Acquisition of StackNexus
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Jul 1, 2026
    G••••••••• Acquires N•• F••••••• T•••••••••, Strengthening Industrial Automation Pillar and Anchoring a New Kansas City Presence
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Jun 22, 2026
    V•••• F•••• S••••••• Partners with D••••••• T•••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jun 18, 2026
    D•• S•••••• R••••••• Acquires L••••••• T•••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Jun 12, 2026
    V•••• F•••• S••••••• Partners with V•••••• T••••• • R•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Mar 31, 2026
    T••••••• C••••••: P•••••• Equity Funds on Form ADV 18 (2024 extract) -> 22 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  10. Mar 26, 2026
    T••••••• C•••••• Announces Promotions & Team Additions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Mar 19, 2026
    G••••••••• Acquires F•• F•••••• A•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Feb 18, 2026
    T••••••• C•••••• Exits C••••• Hardware
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Jan 20, 2026
    S•••••• C•••••• M••••••••• L•• Provides U•••ranche Financing in Support of T••••••• C••••••'s Investment in V•••• F•••• S•••••••
    Platform investmentFactV•••• F•••• S•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  14. Jan 14, 2026
    T••••••• C•••••• Invests in V•••• F•••• S•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Sep 23, 2025
    S•••••• C•••••• M••••••••• L•• Provides U•••ranche Financing in Support of T••••••• C••••••'s Investment in D•• S•••••• R•••••••
    Platform investmentFactD•• S•••••• R•••••••• I••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  16. Sep 15, 2025
    T••••••• C•••••• Invests in D•• S•••••• R•••••••
    Platform investmentFactD•• S•••••• R•••••••• I••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  17. Sep 15, 2025
    T••••••• Announces Partnership with F••••• G••••
    Platform investmentFactF••••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  18. Sep 15, 2025
    T••••••• Announces Partnership with F••••• G••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  19. Sep 15, 2025
    T••••••• C•••••• Invests in D•• S•••••• R•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  20. Jul 28, 2025
    O••• Acquires U••• S••••••• U•••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  21. Mar 26, 2025
    T••••••• C•••••• Invests in Cloud for Good
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Dec 4, 2024
    T••••••• C•••••• Announces New Partner Promotions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  23. Jul 9, 2024
    T••••••• C•••••• Merges Invafresh with Upshop
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. May 2, 2024
    T••••••• C•••••• Invests in G•••••••••
    Platform investmentFactG•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  25. May 2, 2024
    T••••••• C•••••• Invests in G•••••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  26. Feb 13, 2012
    T••••••• C•••••• 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

T••••••• C•••••• 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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