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E•• R••• E••••• I•••••••• L••

CandidateClassification candidateLower middle marketSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$1.8B
Form ADV
PE fund assets
$92,219
Form ADV
PE funds
0
Form ADV
Find similar buyersFunds and vehicles
More
Team (54)Transactions
As of · identity and classification; each section below carries its own date

What matters now

  1. -2
    funds on Form ADV

    Private equity funds on its Form ADV went from 2 to 0 (-2).

    Vehicles leaving the filing are funds wound up or moved to another adviser.

    FactSEC Form ADV, Schedule DFund families →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisCandidate · 2 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
Admitted on 2 Private Equity Fund(s) among 38 vehicles; no rule fired
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2026-06-18
Classification history (2)
  1. Sep 23, 2026
    Candidate (candidate, 40%)
    Admitted on 2 Private Equity Fund(s) among 38 vehicles; no rule fired
  2. Sep 13, 2026
    Candidate (candidate, 40%)
    Admitted on 2 Private Equity Fund(s) among 33 vehicles; no rule fired
Regulatory footprint (Form ADV)RAUM $1.8B · 0 PE funds · filed Jun 18, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Sep 27, 2017 to Jun 18, 2026
RAUM
$1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
$92,219reported gross assets (Form ADV), not fund size
All private fund GAV
$1.2Bevery private fund type, latest filing
2024 PE fund GAV
$92,219sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
5%
Fund type mix
  • Real estate fund: 31 funds, $1.2B reported gross assets, 36 ever reported
  • Private equity fund: 2 ever reported
Form ADV filed Jun 18, 2026
Employees
30
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShow
Stated by the firm
Sectors
Real estate, hospitality leisure
Geography
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
not stated or not yet read
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
2 families, 3 vehicles on record
View all 3 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
E•• R••••••••• P••••••• I•• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$46,157
as of May 2, 2024
no Form DUnknown
E•• R••••••••• P••••••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$46,062
as of May 2, 2024
$142MUnknown
E•• R••• E••••• P••••••• I•• L•••Real estate fund2022
Form D first sale
unknownno reporting$166MUnknown
Team
50 current, 1 former
Full team · 50 peoplegrouped by role, with sources
Managing partner (5)
Partner (2)
Principal (3)
Vice president (9)
Associate (6)
Investor relations (1)
Platform (22)
Other (2)
1 former (kept with end dates)
Deals
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
  • A•••••• S••••••••• L•• 1 shared · one time · last Nov 21, 2023
  • H•••• W•••• S••••••••• L•• 1 shared · one time · last Sep 28, 2022
LP commitments
0 LPs, 0 disclosed commitments
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
3 most recent
  1. Jun 18, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  2. Mar 24, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Sep 27, 2017
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

E•• R••• E••••• I•••••••• L•• is the same institution as 4 records in Venture Capital, RIA and Wealth, Private Credit and Real Estate Funds.

Venture Capital1RIA and Wealth1Private Credit1Real 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.

Checking your plan…

Not yet on record: investments held, deals, last 12 months.