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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Firms / V••••• C•••••• P•••••••

V••••• C•••••• P•••••••

Buyout firm · probableLower middle marketSan Francisco, CAv•••••.comSEC registered investment adviser

Leveraging our unique combination of investing and operating experience, V••••• prioritizes collaboration with portfolio companies to create lasting market leaders and value for our investors.

Classification
Class
Buyout firmprobable, confidence 80%
Basis
own website statement
Size band
Lower middle marketdefined by: proxy: $0.81bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (3)
  1. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “V••••• C•••••• P••••••• is a middle market private equity firm formed in October 2021 by R•• L••••• and Ed W••••••••, with offices in San Francisco, California.”
    v•••••.com
  2. Sep 16, 2026
    Buyout firm (probable, 80%, cls-pe-2)
    own website statement
    “V••••• C•••••• P••••••• is a middle market private equity firm formed in October 2021 by R•• L••••• and Ed W••••••••, with offices in San Francisco, California.”
    v•••••.com
  3. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 22, 2022 to Mar 29, 2024
RAUM
$807Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$807Mreported gross assets (Form ADV), not fund size
All private fund GAV
$807Mevery private fund type, latest filing
2024 PE fund GAV
$807Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-29, latest gav Private Equity Fund $807M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
Employees
9
Headquarters
San Francisco, CA
Office address
101 CALIFORNIA ST., SUITE 3910, San Francisco, CA, 94111-5846
Business phone
415-992-3131
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
healthcare, technology, financial services, 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
not stated or not yet read
Observed from deals on record
roles
unknown 3
period
to unknown, from unknown, undated holdings 3, dated observations 0
window
last unknown, first unknown
control
unknown 3
companies
3
geography
investments
3
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

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

Funds
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••• O••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$75.4M
as of Mar 29, 2024
no Form DUnknown
C••• O••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$56.8M
as of Mar 29, 2024
no Form DUnknown
S•••••• O••••••••• L•
ADV: Private Equity Fund
Feeder or parallel2024
first reported on Form ADV
$10.8M
as of Mar 29, 2024
no Form DUnknown
V••••• C•••••• P••••••• F••• I• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$438M
as of Mar 29, 2024
no Form DEarly deployment
V••••• C•••••• P••••••• F••• I•• L•
ADV: Private Equity Fund
Buyout fund2023
first reported on Form ADV
$160M
as of Mar 29, 2024
no Form DEarly deployment
S•••••• O••••••••• L•
ADV: Private Equity Fund
Feeder or parallel2023
first reported on Form ADV
$66.1M
as of Mar 29, 2024
no Form DEarly deployment
Team
8 current, 0 former
Managing partner (1)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• o••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• s•••••••Role unknownunknownunknownunknownunknownFact 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
1 relationships
Placement agents (1)
  • C•••••••• ••••• L•• 2 shared · recurring · last Jan 1, 2023
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
6 most recent
  1. Sep 16, 2026
    My Pension Expert Announces Strategic Investment from V••••• C•••••• P•••••••
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Sep 16, 2026
    Baker Tilly Announces Agreement to Acquire Anchin; New York City to Become Firm Headquarters
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Sep 16, 2026
    Suntera Global Enhances UK Proposition with Acquisition of Fund Depositary Provider Marick Capital
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jun 30, 2026
    Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  5. Apr 1, 2026
    V••••• C•••••• P•••••••: Private Equity Funds on Form ADV 6 (2024 extract) -> 13 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  6. Feb 22, 2022
    V••••• C•••••• P••••••• first filed Form ADV in the extract (IA)
    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

V••••• C•••••• P••••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent 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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