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C••••• C•••••• P•••••••• L•••

Private credit managerClassification probableLower middle marketSEC registered investment adviser· New York, NYc•••••••••.com

••• Locked

Regulatory AUM
$11B
Form ADV
PE fund assets
$515M
Form ADV
PE funds
6
Form ADV
Investments held
3 of 3
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (26)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 basisPrivate credit manager · 1 in historyShow
Class
Private credit managerprobable, confidence 70%
Basis
R2: 2 of 2 private equity vehicles are named credit
Size band
Lower middle marketdefined by: proxy: $0.52bn Private Equity Fund GAV on the Form ADV filed 2024-06-14
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Private credit manager (probable, 70%, cls-pe-1)
    R2: 2 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 13, 2012 to Mar 31, 2026
RAUM
$11Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
6
PE fund GAV, latest filing
$515Mreported gross assets (Form ADV), not fund size
All private fund GAV
$9.0Bevery private fund type, latest filing
2024 PE fund GAV
$515Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
21%
Fund type mix
filed 2024-06-14, latest gav Hedge Fund $8.7B, Private Equity Fund $515M, latest counts Hedge Fund 8, Private Equity Fund 3, lifetime distinct Hedge Fund 15, Private Equity Fund 4
Employees
55
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
Sectors
distribution, education, technology, media telecom
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
4 on record, 3 more on the reporting tape
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••• P•••••• C••••• M•••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Fund of funds2023
first reported on Form ADV
$308M
as of Jun 14, 2024
no Form DEarly deployment
C••••• P•••••• C••••• M•••••• F•••• L•••
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$151M
as of Jun 14, 2024
no Form DMature
C••••• P•••••• C••••• O••••••••• F••• I•• L•••
ADV: P•••••• Equity Fund
Credit fund2018
first reported on Form ADV
$56.5M
as of Jun 14, 2024
no Form DHarvest
C••••• M•••••••• F••• I• L•••
ADV: P•••••• Equity Fund
Credit fund2015
first reported on Form ADV
$102M
as of Sep 5, 2019
no Form DWound down
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•• I• L•••P•••••• Equity Fund2026 to 2026
$112M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
5•• L•••• I••••••••• L•••P•••••• Equity Fund2026 to 2026
$42.6M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
C•• I• •••••••• L•••P•••••• Equity Fund2026 to 2026
$29.5M
filed Mar 31, 2026
reports.adviserinfo.sec.gov
Team
26 current, 6 former
Partner (10)
Investor relations (2)
Platform (7)
6 former (kept with end dates)
Portfolio
3 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
E••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••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
2 relationships
Placement agents (2)
  • X• C•••••• P•••••••• L•• 3 shared · strong · last Jan 1, 2023
  • M••••• S•••••• 1 shared · one time · 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
5 most recent
  1. Sep 16, 2026
  2. Sep 16, 2026
  3. Mar 31, 2026
  4. Dec 14, 2020
  5. Mar 13, 2012
Across the graphs

C••••• C•••••• P•••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent Sponsors1RIA and Wealth1Private Credit1

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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