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P••••••• P••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Houston, TXp•••••••••.com

••• Locked

Regulatory AUM
$825M
Form ADV
PE fund assets
$646M
Form ADV
PE funds
2
Form ADV
Investments held
2 of 2
DFX transaction tape
Deals, last 12 months
3
DFX transaction tape
Funds and vehiclesTeam (28)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: 3 of 3 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: $0.65bn Private Equity Fund GAV on the Form ADV filed 2024-09-26
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 9, 2017 to Jun 8, 2026
RAUM
$825Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$646Mreported gross assets (Form ADV), not fund size
All private fund GAV
$825Mevery private fund type, latest filing
2024 PE fund GAV
$646Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-09-26, latest gav Private Equity Fund $646M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 3
Employees
21
Headquarters
Houston, TX
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
Sectors
not stated or not yet read
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
$25.0M to $100M
Control
minority
Thesis
••• Locked
Observed from deals on record
roles
platform 2
period
to 2025-10-14, from 2025-10-07, undated holdings 0, dated observations 5
window
last 2025-10-14, first 2025-10-07
control
control 2
companies
2
geography
count 1, share unknown, value TX
investments
2
seller kinds
transactions
3
cadence by year
2025 platforms 3
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share unknown, value industrial services, examples Champion Contractors & Services
holding period years
n 0
repeat counterparties
subsector distribution

2 companies on the graph (3 transactions); most in industrial services (1); 2 platforms and 0 add-ons; observed 2025 to 2025

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••• C•••• C••••••••• H••••••• L••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$55.6M
as of Sep 26, 2024
no Form DUnknown
P••••••• P••••••• C•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$147M
as of Apr 13, 2021
no Form DWound down
P••••••• P••••••• I••••••••• C•••••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$590M
as of Sep 26, 2024
no Form DHarvest
Team
28 current, 1 former
Vice president (9)
Investor relations (1)
Platform (5)
Other (6)
1 former (kept with end dates)
Portfolio
2 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
C••••••• C••••••••• • S•••••••PlatformactiveOct 14, 2025
transaction announcement
11 monthsL•••• K•••••• (confirmed)Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••••• C••••••••• • S••••••• 1•••••••PlatformactiveOct 7, 2025
transaction announcement
12 monthsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
3 on record
DateTypeTargetThis firm’s roleSource
Oct 14, 2025Platform acquisitionC••••••• C••••••••• • S•••••••Sponsorstelluscapital.com
Oct 14, 2025Platform acquisitionC••••••• C••••••••• • S•••••••Sponsor (confirmed)stelluscapital.com
Oct 7, 2025Platform acquisitionC••••••• C••••••••• • S••••••• 1•••••••Sponsor (confirmed)p•••••••••.com
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
  • A•••••• F••••••••• L•• 1 shared · one time · last Jan 1, 2022
Lenders (1)
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. Jul 27, 2026
  2. Jul 13, 2026
  3. Jul 13, 2026
  4. Oct 14, 2025
  5. Oct 7, 2025
  6. Mar 9, 2017
Across the graphs

P••••••• P••••••• 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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