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T•••••• C•••••• P••••••• L••

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

••• Locked

Regulatory AUM
$1.4B
Form ADV
PE fund assets
$484M
Form ADV
PE funds
11
Form ADV
Investments held
12 of 14
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (25)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: 11 of 16 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.48bn Private Equity Fund GAV on the Form ADV filed 2024-05-21
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 16 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 15, 2018 to May 21, 2026
RAUM
$1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$484Mreported gross assets (Form ADV), not fund size
All private fund GAV
$1.1Bevery private fund type, latest filing
2024 PE fund GAV
$484Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
69%
Fund type mix
filed 2024-05-21, latest gav Hedge Fund $86.6M, Real Estate Fund $260M, Private Equity Fund $484M, latest counts Hedge Fund 1, Real Estate Fund 1, Private Equity Fund 11, lifetime distinct Hedge Fund 1, Real Estate Fund 4, Private Equity Fund 11
Employees
16
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
Sectors
real estate, industrials
Geography
Mid-Atlantic, United States
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
••• Locked
Observed from deals on record
roles
unknown 14
period
to unknown, from unknown, undated holdings 14, dated observations 0
window
last unknown, first unknown
control
unknown 14
companies
14
geography
investments
14
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

14 companies on the graph (0 transactions); no dated observations

Funds
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
T•••••• C•••••• R• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$65.4M
as of May 21, 2024
no Form DEarly deployment
T•••••• C•••••• M• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$38.9M
as of May 21, 2024
no Form DEarly deployment
T•••••• C•••••• H•• I••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$20.6M
as of May 21, 2024
no Form DEarly deployment
T•••••• C•••••• I•• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$7.9M
as of May 21, 2024
no Form DEarly deployment
T•••••• C•••••• F•• I••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$25.9M
as of May 21, 2024
no Form DUnknown
T•••••• C•••••• C• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$84.9M
as of May 21, 2024
no Form DMature
T•••••• C•••••• R•• I••••••••• I•• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$13.8M
as of May 21, 2024
no Form DHarvest
T•••••• C•••••• F•• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$82.9M
as of May 21, 2024
no Form DMature
T•••••• C•••••• H•• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$105M
as of May 21, 2024
no Form DUnknown
T•••••• C•••••• U• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$30.2M
as of May 21, 2024
no Form DUnknown
T•••••• C•••••• R•• I••••••••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$8.4M
as of May 21, 2024
no Form DHarvest
Team
25 current, 0 former
Partner (5)
Capital markets (1)
Platform (5)
Portfolio
14 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A•••• H••••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• H••••••••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
H••• S••••• L•••••••• P•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• E•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• T•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•• S•••• E••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• C•••••• G••••Role unknownexitedunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• P•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• Q•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• N•• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••• A•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••••• D••••••••• C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
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
1 most recent
  1. Jun 15, 2018
Across the graphs

T•••••• C•••••• P••••••• 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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