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B•••••• C•••••• L•

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Boston, MAb•••••••••.com

••• Locked

Regulatory AUM
$731M
Form ADV
PE fund assets
$102M
Form ADV
PE funds
5
Form ADV
Investments held
5 of 5
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (14)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: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-05-01
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Nov 15, 2023 to Jul 13, 2026
RAUM
$731Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$102Mreported gross assets (Form ADV), not fund size
All private fund GAV
$731Mevery private fund type, latest filing
2024 PE fund GAV
$102Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-01, latest gav Private Equity Fund $102M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
Employees
unknown
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
technology, infrastructure
Geography
North America
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
$25.0M to $150M
Control
minority
Thesis
••• Locked
Observed from deals on record
roles
unknown 5
period
to unknown, from unknown, undated holdings 5, dated observations 0
window
last unknown, first unknown
control
unknown 5
companies
5
geography
investments
5
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
3
disclosed value usd
n 0
sector distribution
count 1, share 0.2, value software, examples Inspected, count 1, share 0.2, value transportation logistics, examples TWO MEN AND A TRUCK, count 1, share 0.2, value industrial services, examples Gridco
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.2, value software, examples Inspected, count 1, share 0.2, value local delivery, examples TWO MEN AND A TRUCK, count 1, share 0.2, value utility construction, examples Gridco

5 companies on the graph (0 transactions); most in software (1); no dated observations

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
B•••••• F••• I• T•• S••• L••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$32.0M
as of May 1, 2024
no Form DUnknown
M•• F••• I• E•••• R••••••••• S••• L••
ADV: Private Equity Fund
buyout or unlabelledunknown$70.0M
as of May 1, 2024
no Form DUnknown
Team
14 current, 0 former
Portfolio
5 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
A••••••• P••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• • P••••Role unknownactiveunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• M•• A•• A• T••••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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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. Jul 13, 2026
  2. Mar 24, 2026
  3. Mar 24, 2026
  4. Mar 24, 2026
  5. Nov 15, 2023
Across the graphs

B•••••• C•••••• L• 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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