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C•••••• G•••• E••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· St. Louis, MOc•••.com

••• Locked

Regulatory AUM
$801M
Form ADV
PE fund assets
$388M
Form ADV
PE funds
7
Form ADV
Investments held
19 of 19
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
Funds and vehiclesTeam (27)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: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.39bn Private Equity Fund GAV on the Form ADV filed 2024-05-24
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Nov 16, 2021 to May 7, 2026
RAUM
$801Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
7
PE fund GAV, latest filing
$388Mreported gross assets (Form ADV), not fund size
All private fund GAV
$851Mevery private fund type, latest filing
2024 PE fund GAV
$388Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-24, latest gav Private Equity Fund $388M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees
18
Headquarters
St. Louis, MO
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
Sectors
technology, manufacturing, distribution, consumer
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
$2.0M to $15.0M
Enterprise value
$20.0M to $200M
Equity check
up to $50.0M
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
roles
add on 2, unknown 16, platform 1
period
to 2026-03-09, from 2026-01-14, undated holdings 17, dated observations 4
window
last 2026-03-09, first 2026-01-14
control
control 2, unknown 17
companies
19
geography
investments
19
seller kinds
transactions
2
cadence by year
2026 add ons 2
platform add on
add ons 2, platforms 1, add ons per platform unknown
sector known for
5
disclosed value usd
n 0
sector distribution
count 3, share 0.158, value healthcare services, examples CareVet, Spine Diagnostic & Pain Treatment Center, Southcoast Spine and Pain, count 2, share 0.105, value energy, examples Evaluating Add Ons, Sunpro Solar
holding period years
n 0
repeat counterparties
subsector distribution
count 2, share 0.105, value energy, examples Evaluating Add Ons, Sunpro Solar, count 2, share 0.105, value interventional pain practices, examples Spine Diagnostic & Pain Treatment Center, Southcoast Spine and Pain, count 1, share 0.053, value veterinary, examples CareVet

19 companies on the graph (2 transactions); most in healthcare services (3); 1 platforms and 2 add-ons; observed 2026 to 2026

n 5, kind sector, period to 2026-03-09, from 2026-01-14, undated holdings 17, dated observations 4, stated technology,manufacturing,distribution,consumer, examples CareVet, Spine Diagnostic & Pain Treatment Center, Southcoast Spine and Pain, observed top healthcare services, observed share 0.6, stated evidence quote ••• Locked, source url https://c•••.com/
Funds
7 on record, 2 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• R••• H••••••• S••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$44.3M
as of May 24, 2024
no Form DUnknown
C•••••• G•••• K•• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$44.3M
as of May 24, 2024
no Form DEarly deployment
C•••••• G•••• F••• I• Q• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$238M
as of May 24, 2024
no Form DUnknown
C•••••• G•••• F••• I• P••••••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$44.0M
as of May 24, 2024
no Form DUnknown
C•••••• G•••• I• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$17.0M
as of May 24, 2024
no Form DUnknown
C•••••• G•••• F••• I••buyout or unlabelledunknownunknownno reportingno Form DUnknown
C•••••• F••• I•buyout or unlabelledunknownunknownno reportingno Form DUnknown
Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

FundType (ADV)YearsPathLatest reported GAVSource
C•••••• G•••• F••• I•••• L•Private Equity Fund2026 to 2026
$345M
filed May 7, 2026
reports.adviserinfo.sec.gov
C•••••• G•••• F••• I•••• L•Private Equity Fund2026 to 2026
$70.5M
filed May 7, 2026
reports.adviserinfo.sec.gov
Team
27 current, 1 former
Partner (4)
Vice president (6)
Platform (7)
1 former (kept with end dates)
Portfolio
19 relationships, 1 platforms, 2 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
S••••••••• S•••• a•• P•••
add-on to R•••••• P••• S••••••••
Add-onactiveMar 9, 2026
transaction announcement
7 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•••• D••••••••• • P••• T•••••••• C•••••
add-on to R•••••• P••• S••••••••
Add-onactiveJan 14, 2026
transaction announcement
8 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
A••••••• U•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• E••••••••• S••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••• D••••••• R•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• S••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
E••••••••• A•• O••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
i•••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• S•••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
K••• P••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• A•• M••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• P••• S••••••••PlatformactiveunknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S•••••••• f•• C•••••• G•••• n•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• S••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• A••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• I••••••••• G••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• M••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Mar 9, 2026Add-on acquisitionS••••••••• S•••• a•• P•••Sponsor (confirmed)prnewswire.com
Jan 14, 2026Add-on acquisitionS•••• D••••••••• • P••• T•••••••• C•••••Sponsor (confirmed)prnewswire.com
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
  • A••••••• C•••••• G••••• L•• 5 shared · very strong · last Jan 1, 2024
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
8 most recent
  1. May 7, 2026
  2. Jan 30, 2026
  3. Oct 21, 2025
  4. Jul 9, 2025
  5. May 27, 2025
  6. May 19, 2025
  7. Nov 21, 2024
  8. Nov 16, 2021
Across the graphs

C•••••• G•••• E••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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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