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I••••••• C•••••• P•••••••• L••

Buyout firmClassification probableMiddle marketSEC registered investment adviser· New York, NYi•••••••••.com

••• Locked

Regulatory AUM
$2.0B
Form ADV
PE fund assets
$2.0B
Form ADV
PE funds
16
Form ADV
Investments held
25 of 25
DFX transaction tape
Deals, last 12 months
3
DFX transaction tape
Funds and vehiclesTeam (40)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 · 2 in historyShow
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Middle marketdefined by: proxy: $1.97bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
  1. Sep 15, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “••• Locked”
    i•••••••••.com
  2. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
May 23, 2017 to Mar 28, 2024
RAUM
$2.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
16
PE fund GAV, latest filing
$2.0Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.0Bevery private fund type, latest filing
2024 PE fund GAV
$2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $2.0B, latest counts Private Equity Fund 16, lifetime distinct Private Equity Fund 17
Employees
30
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
24 observed deals
Stated by the firm
Sectors
healthcare
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$5.0M to $30.0M
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
add on 2, unknown 20, platform 3
period
to 2026-04-29, from 2025-12-23, undated holdings 22, dated observations 6
window
last 2026-04-29, first 2025-12-23
control
control 3, unknown 22
companies
24
geography
count 1, share 0.042, value RI
investments
25
seller kinds
founder 1
transactions
3
cadence by year
2025 other deals 1, 2026 add ons 2
platform add on
add ons 2, platforms 3, add ons per platform 0.67
sector known for
5
disclosed value usd
n 0
sector distribution
count 3, share 0.125, value healthcare services, examples Ivy Fertility, A Caring Experience, Pediatric Dentistry of Shreveport-Bossier, count 1, share 0.042, value business services, examples Paradigm, count 1, share 0.042, value financial services, examples The Phia Group
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.042, value outpatient specialty clinics, examples Ivy Fertility, count 1, share 0.042, value insurance operations outsourcing, examples Paradigm, count 1, share 0.042, value home health, examples A Caring Experience, count 1, share 0.042, value financial services, examples The Phia Group, count 1, share 0.042, value dental, examples Pediatric Dentistry of Shreveport-Bossier

24 companies on the graph (3 transactions); most in healthcare services (3); 3 platforms and 2 add-ons; observed 2025 to 2026

Funds
17 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
I•• H••••••••• C•••••••• a• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$50.2M
as of Mar 28, 2024
no Form DUnknown
I•• O•••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$28.5M
as of Mar 28, 2024
no Form DUnknown
I•• H••••••••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$22.7M
as of Mar 28, 2024
no Form DUnknown
I•• P•• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$14.4M
as of Mar 28, 2024
no Form DUnknown
I•• O•••• C•••••••• a• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$12.6M
as of Mar 28, 2024
no Form DUnknown
I••••••• C•••••• P••••••• F••• I••• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$407M
as of Mar 28, 2024
no Form DEarly deployment
I••••••• C•••••• P••••••• F••• I••••• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$265M
as of Mar 28, 2024
no Form DEarly deployment
I•• S•••• C•••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$41.9M
as of Mar 28, 2024
no Form DEarly deployment
I•• T••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$11.7M
as of Mar 28, 2024
no Form DEarly deployment
I•• I••••••• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$11.0M
as of Mar 28, 2024
no Form DEarly deployment
I••••••• C•••••• O••••••••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$396M
as of Mar 28, 2024
no Form DEarly deployment
I•• R•••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$93.9M
as of Sep 22, 2022
no Form DWound down
I•• S•••• C•••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$45.3M
as of Mar 28, 2024
no Form DActive deployment
I••••••• C•••••• P••••••• F••• I•• L•
ADV: Private Equity Fund
Buyout fund2020
first reported on Form ADV
$393M
as of Mar 28, 2024
no Form DActive deployment
I•• •••• P••••••• F••• L•
ADV: Private Equity Fund
Feeder or parallel2019
first reported on Form ADV
$63.3M
as of Mar 28, 2024
no Form DActive deployment
I••••••• C•••••• P••••••• F•••• L•••
ADV: Private Equity Fund
Buyout fundunknown$191M
as of Mar 28, 2024
no Form DHarvest
I•• R••••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$12.9M
as of Mar 28, 2024
no Form DHarvest
Team
40 current, 1 former
Operating partner (6)
Platform (7)
Other (10)
1 former (kept with end dates)
Portfolio
25 relationships, 3 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P•••••••• D•••••••• o• S•••••••••
add-on to b•••••••
Add-onactiveApr 29, 2026
transaction announcement
5 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A• C••••• E•••••••••
add-on to H•••••••••
Add-onactiveMar 11, 2026
transaction announcement
7 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•• P••• G••••PlatformactiveDec 23, 2025
transaction announcement
9 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A•••• C•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
b•••••••PlatformactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••• H••••• 2•Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
H•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I•• F••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P••••••• O••• H•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
p••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••• H••• S••••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••••••• H••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••• O••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• P•••• 2•Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••••• P•••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
V••• I•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Y••• H•••••Role unknownactiveunknownunknownunknownFact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Apr 29, 2026Add-on acquisitionP•••••••• D•••••••• o• S•••••••••Sponsor (derived)i•••••••••.com
Mar 11, 2026Add-on acquisitionA• C••••• E•••••••••Sponsor (confirmed)i•••••••••.com
Dec 23, 2025Majority investmentT•• P••• G••••Sponsor (confirmed)monroecap.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (3)
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
7 most recent
  1. Aug 13, 2026
    C•••••••• Announces Leadership Expansion and Welcomes Laura Shannon as Chief Executive Officer and Promotion of Founder Gary Zammit, Ph.D., to Executive Chairperson
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 11, 2026
    I••••••• C•••••• P•••••••, LP: Private Equity Funds on Form ADV 16 (2024 extract) -> 21 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  3. Apr 29, 2026
    b••••••• Expands Presence with Acquisition of P•••••••• D•••••••• o• S•••••••••, Marking Largest Affiliation to Date
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Apr 28, 2026
    I••••••• C•••••• P••••••• Announces Leadership Appointments, Promotions, and Team Additions
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Mar 11, 2026
    HouseWorks Strengthens New England Presence Through Rhode Island H••• Care Acquisition
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Dec 23, 2025
    M••••• Capital Supports I••••••• C•••••• P•••••••' Investment in T•• P••• G••••
    Platform investmentFactT•• P••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  7. May 23, 2017
    I••••••• C•••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
    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

I••••••• C•••••• P•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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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