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.
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R•• E••••• P•••••••
R•• E••••• P••••••• with high-end service firms to drive rapid organic growth from within.
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.06bn Private Equity Fund GAV on the Form ADV filed 2024-10-02
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 15, 2012 to Oct 2, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-02, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 12
- Employees
- 17
- Headquarters
- Los Angeles, CA
- Office address
- 10900 WILSHIRE BLVD, STE 850, Los Angeles, CA, 90024
- Business phone
- 310-405-7200
- Sectors
- technology
- Geography
- not stated or not yet read
- Revenue
- from $25.0M
- 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 integrate material ESG factors into our investment processes, alongside other financial and operational factors.
- roles
- add on 1, unknown 18, platform 1
- period
- to 2025-02-03, from 2025-02-03, undated holdings 19, dated observations 2
- window
- last 2025-02-03, first 2025-02-03
- control
- control 1, unknown 19
- companies
- 20
- geography
- investments
- 20
- seller kinds
- transactions
- 1
- cadence by year
- 2025 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.2, value business services, examples IMRE, Connors Group, Empathy-enabled strategic & digital marketing services, The Asia Group, count 1, share 0.05, value life sciences, examples Biorasi
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.1, value advertising marketing, examples IMRE, Empathy-enabled strategic & digital marketing services, count 2, share 0.1, value management consulting, examples Connors Group, The Asia Group, count 1, share 0.05, value life sciences, examples Biorasi
20 companies on the graph (1 transactions); most in business services (4); 1 platforms and 1 add-ons; observed 2025 to 2025
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $93.7M as of Oct 2, 2024 | no Form D | Early deployment | |
| C•• C••••••• R••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $17.4M as of Oct 2, 2024 | no Form D | Early deployment | |
| E•• C••••••• R••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $14.0M as of Oct 2, 2024 | no Form D | Active deployment | |
| R•• I•••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $727M as of Oct 2, 2024 | no Form D | Unknown | |
| R•• I• • R•• M•• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $22.0M as of Oct 2, 2024 | no Form D | Unknown | |
| E•• C••••••• R•• L• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $4.4M as of Oct 2, 2024 | no Form D | Unknown | |
| E•• C••••••• R••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $1.9M as of Oct 2, 2024 | no Form D | Unknown | |
| R•• I•••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $167M as of Oct 2, 2024 | no Form D | Unknown | |
| R•• I•• • R•• M•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.2M as of Oct 2, 2024 | no Form D | Unknown | |
| R•• I•••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.4M as of Apr 18, 2023 | no Form D | Harvest | |
| R•• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $688,000 as of Apr 2, 2018 | no Form D | Wound down | |
| R•• I• • R•• M•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $564,733 as of Apr 18, 2023 | no Form D | Harvest |
- C•••• L•••• · Chairman, Co-Founder, and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••••••••• L•••• · Chairman · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• R•••• · Ceo · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• R•••• · CEO and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C••••••• · Managing Director · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• P•••• G•••••• · Managing Director · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• P•••• G•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• G••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• E••••• R•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• G•••• · Director of Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• O•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• G••••••••• · Vp · since Aug 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• E••••• R•••• · Vp · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• A•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• L•• F••••••••• · Cfo · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• L•• F••••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• A•••• · Chief Loyalty Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• B••••••• · Director of Operations & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• B••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• K•••• V••••••• · Chief Compliance Officer · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••• H••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• A••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• S•••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• S••••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• G•••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• M••••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- K•••••• D•••••• H•••• · Managing Director · Sep 1, 2013 to Mar 30, 2020 Inference
- R••••• A••• Z•••••••• · Managing Director · Aug 1, 2010 to Mar 30, 2020 Inference
- R••• S••••• · Managing Director · Dec 1, 2019 to Mar 13, 2024 Inference
- M•••••• L•••• K••••• · Chief Compliance Officer · Sep 1, 2013 to Mar 23, 2015 Inference
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 3, 2025 | Add-on acquisition | W•••••• C••••••• L•••••••• M••••••••• •••• D••••••••• C••••••••• | Sponsor (derived) | crossvue.com |
- P••••••• F•••• G••••• L•• 1 shared · one time · last Jan 1, 2012
- Jun 11, 2026R•• E••••• P•••••••: Private Equity Funds on Form ADV 9 (2024 extract) -> 8 (roster 2026-09-01)
- Feb 15, 2012R•• E••••• P••••••• first filed Form ADV in the extract (IA)
R•• E••••• P••••••• is the same institution as 2 records in Independent Sponsors and 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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