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.

Firms / P•••••• W••••••• P••••••• C•••••• M••••••••• L•

P•••••• W••••••• P••••••• C•••••• M••••••••• L•

Hybrid manager · probableLower middle marketNew York, NYp•••••••••.comSEC registered investment adviser

P•••••• W••••••• is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, financial sponsors, governments, and sovereign wealth funds.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 37 of 117 distinct vehicles; hedge, securitized or liquidity vehicles 60
Size band
Lower middle marketdefined by: proxy: $0.54bn Private Equity Fund GAV on the Form ADV filed 2024-07-01
Strategies
GROWTH EQUITY
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: P•••••• Equity Funds are 37 of 117 distinct vehicles; hedge, securitized or liquidity vehicles 60
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 31, 2012 to Jul 1, 2024
RAUM
$421Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
10
PE fund GAV, latest filing
$536Mreported gross assets (Form ADV), not fund size
All private fund GAV
$682Mevery private fund type, latest filing
2024 PE fund GAV
$536Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
32%
Fund type mix
filed 2024-07-01, latest gav Hedge Fund $144M, Other Private Fund $1.9M, Private Equity Fund $536M, latest counts Hedge Fund 6, Other Private Fund 1, Private Equity Fund 10, lifetime distinct Hedge Fund 60, Other Private Fund 20, Private Equity Fund 37
Employees
7
Headquarters
New York, NY
Office address
767 FIFTH AVENUE, 7TH FLOOR, New York, NY, 10153
Business phone
212-287-3200
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
aerospace defense, infrastructure, real estate
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
At P•••••• W•••••••, we seek talented people capable of broad and creative thinking with the drive to provide the highest quality advice to our clients.
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
35 on record, 10 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•• P•••••• E••••• O••••••••• F••• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$82.5M
as of Jul 30, 2019
no Form DUnknown
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I•• F• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$44.7M
as of Jul 1, 2024
no Form DUnknown
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I•• E• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$12.1M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• D••••••• I••••••••• F••• I• L••
ADV: P•••••• Equity Fund
Feeder or parallel2016
first reported on Form ADV
$6.8M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• D••••••• I••••••••• F••• V• L••
ADV: P•••••• Equity Fund
Feeder or parallel2016
first reported on Form ADV
$6.0M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I•• D• L•••
ADV: P•••••• Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$3.4M
as of Jul 1, 2024
no Form DHarvest
P•• A••• D••••••• I••••••••• F••• I•• D• L••
ADV: P•••••• Equity Fund
Feeder or parallel2016
first reported on Form ADV
$718,190
as of Dec 22, 2017
no Form DWound down
P•• C•••••••• V•• B•••••• L•
ADV: Other P•••••• Fund
Co-investment vehicle2014
first reported on Form ADV
$3.8M
as of Dec 22, 2017
no Form DWound down
A•• M•••••• B•••••• L••
ADV: Other P•••••• Fund
Feeder or parallel2014
first reported on Form ADV
$2.0M
as of Oct 30, 2019
no Form DWound down
P•• A•• C•••••••• V• L••
ADV: Other P•••••• Fund
Co-investment vehicle2014
first reported on Form ADV
$1.9M
as of Jul 1, 2024
no Form DHarvest
A•• B••• B•• B•••••• L••
ADV: Other P•••••• Fund
Feeder or parallel2014
first reported on Form ADV
$1.3M
as of Oct 25, 2023
no Form DWound down
P•• A•• C•••••••• V•• L••
ADV: Other P•••••• Fund
Co-investment vehicle2014
first reported on Form ADV
$520,715
as of Oct 25, 2023
no Form DWound down
P•• G• F•• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$258
as of Feb 1, 2019
no Form DWound down
P•• G• F•• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$73
as of Feb 1, 2019
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• F••• I•• L•
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$101M
as of Jul 1, 2024
no Form DHarvest
X•• H••••••• I• L•••
ADV: Other P•••••• Fund
buyout or unlabelled2013
first reported on Form ADV
$29.2M
as of Oct 30, 2019
no Form DWound down
P•• G• T•• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$820,390
as of Feb 1, 2019
no Form DWound down
P•• G• T•• I• L••
ADV: P•••••• Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$279,694
as of Feb 1, 2019
no Form DWound down
P•• A•• C•••••••• I• L••
ADV: Other P•••••• Fund
Co-investment vehicle2013
first reported on Form ADV
$12,599
as of Feb 25, 2021
no Form DWound down
P•• G••••• E••••• F••• I• G• L••
ADV: P•••••• Equity Fund
Growth fund2013
first reported on Form ADV
$0
as of Feb 27, 2014
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• D••••••• I••••••••• F••• I•• L••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$317M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I•• B• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$187M
as of Jul 1, 2024
no Form DHarvest
P•••••• W••••••• P••••••• A•• O••••••••• C••••• I••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$105M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• O••••••• F••• I•• a•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$72.1M
as of Jul 1, 2024
no Form DHarvest
P•••••• W••••••• P••••••• A•• O••••••••• O••••••• F••• I•• B•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$66.6M
as of Jul 1, 2024
no Form DHarvest
P•• A•• d• I••••••••• F••• L••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$56.2M
as of Jul 1, 2024
no Form DHarvest
P•••••• W••••••• P••••••• A•• O••••••••• D••••••• I••••••••• F••• I• L••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$33.1M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• O••••••• F••• I• B•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$32.4M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• F••• I• L•
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$28.0M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• O••••••• F••• I• a•
ADV: P•••••• Equity Fund
Feeder or parallelunknown$11.7M
as of Dec 22, 2017
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I•• a• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$4.2M
as of Jul 1, 2024
no Form DHarvest
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I• B• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$1.4M
as of Jul 1, 2024
no Form DHarvest
P•••••• W••••••• P••••••• A•• O••••••••• C••••• I••••••••• F••• I• L•••
ADV: P•••••• Equity Fund
Feeder or parallelunknown$91,201
as of Oct 25, 2023
no Form DWound down
P•••••• W••••••• P••••••• A•• O••••••••• M••••• F••• I• a• L•••
ADV: P•••••• Equity Fund
buyout or unlabelledunknown$80,852
as of Jul 1, 2024
no Form DHarvest
P•• A•• C•••••••• I•• L••
ADV: Other P•••••• Fund
Co-investment vehicleunknown$72,857
as of Oct 30, 2019
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
P•• G••••• E••••• F••• I• L•P•••••• Equity Fund2018 to 2019
$739M
filed Oct 30, 2019
adviserinfo.sec.gov
P•• G••••• E••••• I• L•P•••••• Equity Fund2013 to 2019
$630M
filed Oct 30, 2019
adviserinfo.sec.gov
P•• G••••• E••••• F••• I• B• L•P•••••• Equity Fund2018 to 2019
$543M
filed Oct 30, 2019
adviserinfo.sec.gov
W•••••••• C••••••••• F••• I•• L•P•••••• Equity Fund2018 to 2018
$160M
filed Dec 3, 2018
adviserinfo.sec.gov
P•• G••••• E••••• F••• I• •• L•P•••••• Equity Fund2013 to 2019
$151M
filed Oct 30, 2019
adviserinfo.sec.gov
W•••••••• C••••••••• F••• L•P•••••• Equity Fund2018 to 2018
$96.8M
filed Dec 3, 2018
adviserinfo.sec.gov
T••• L••••• M•••••••• L•••P•••••• Equity Fund2018 to 2021
$64.8M
filed Aug 5, 2021
adviserinfo.sec.gov
T•• P••••••• I•• L•••P•••••• Equity Fund2018 to 2021
$30.0M
filed Aug 5, 2021
adviserinfo.sec.gov
T•• P•••••••• L•••P•••••• Equity Fund2018 to 2020
$13.4M
filed Jul 31, 2020
adviserinfo.sec.gov
T••• A••••••• L•••P•••••• Equity Fund2018 to 2021
$4.5M
filed Aug 5, 2021
adviserinfo.sec.gov
Team
82 current, 13 former
Partner (74)
13 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
2 relationships
Placement agents (2)
  • H••••••• C•••••• L•••••• 6 shared · very strong · last Jan 1, 2016
  • P••••• A••••••• 1 shared · one time · last Jan 1, 2014
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 31, 2026
    P•••••• W••••••• P••••••• C•••••• M••••••••• L•: P•••••• Equity Funds on Form ADV 10 (2024 extract) -> 14 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 31, 2012
    P•••••• W••••••• P••••••• C•••••• M••••••••• L• 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

P•••••• W••••••• P••••••• C•••••• M••••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

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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