Private Equity Intelligence
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.
H•••• H• A•••••••• A••••••••• I•••
We are SEC registered wealth advisors focused on helping clients plan for futures and confidently preserve multi-generational wealth.
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 21, 2012 to Feb 23, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-02-23, latest gav , latest counts , lifetime distinct Private Equity Fund 2
- Employees
- 5
- Headquarters
- Pittsburgh, PA
- Office address
- ONE GATEWAY CENTER, 420 FT. DUQUESNE BLVD, STE 1425, Pittsburgh, PA, 15222
- Business phone
- 412-471-1551
- Sectors
- franchising
- 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
- We seek to invest in companies with dominant business franchises and competitive advantages that we believe are durable and likely to persist in the future.
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••••• E••••• P••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $589,689 as of Jul 1, 2022 | no Form D | Harvest | |
| A•••••••• E••••• A••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $261,136 as of Jul 1, 2022 | no Form D | Harvest |
- J•••• M•••• A•••••••• · President · since Jan 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• P• S••••• · Senior Vice President · since Feb 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• D• E••••••• · Managing Director / Chief Compliance Officer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- N••••• K•••••• W•••••••• · Vice President · Nov 1, 2009 to Jul 1, 2022 Inference
- Mar 21, 2012H•••• H• A•••••••• A••••••••• I••• first filed Form ADV in the extract (IA)
H•••• H• A•••••••• A••••••••• I••• is the same institution as 1 record in RIA and Wealth.
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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