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 / S••• C•••••• M••••••••• L•

S••• C•••••• M••••••••• L•

Special situations · probableunsizedNew York, NYs••••••.comSEC registered investment adviser

S••• C•••••• M••••••••• L• is a diversified, credit-focused investment firm founded by Phil Weingord in 2008 that primarily invests in structured credit and loans. We allocate capital opportunistically across all major asset classes within structured credit in the U.S. and Europe, including bank regulatory capital risk transfer (Reg Cap / SRT), residential and commercial

Classification
Class
Special situationsprobable, confidence 70%
Basis
R2: 1 of 2 private equity vehicles are named special situations
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Strategies
SPECIAL SITUATIONS
Classification history (1)
  1. Sep 13, 2026
    Special situations (probable, 70%, cls-pe-1)
    R2: 1 of 2 private equity vehicles are named special situations
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Dec 16, 2011 to Oct 11, 2024
RAUM
$628Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$535Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
25%
Fund type mix
filed 2024-10-11, latest gav Hedge Fund $380M, Other Private Fund $155M, latest counts Hedge Fund 1, Other Private Fund 3, lifetime distinct Hedge Fund 2, Other Private Fund 4, Private Equity Fund 2
Employees
26
Headquarters
New York, NY
Office address
1177 SIXTH AVENUE, 4TH FLOOR, New York, NY, 10036-2714
Business phone
212 850 9000
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
consumer
Geography
Global, United States, Europe
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
We seek to deliver a sustainable investment advantage in the structured credit and loan markets, regardless of the market environment, by employing a process that aims to generate returns in a repeatable and stable fashion.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
3 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S••• C•••••• O••••••••• F••• I• M••••• F••• I• L•
ADV: Other Private Fund
buyout or unlabelled2013
first reported on Form ADV
$25.2M
as of Oct 11, 2024
no Form DHarvest
S••• C•••••• O••••••••• F••• I• M••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelled2013
first reported on Form ADV
$0
as of Jun 24, 2015
no Form DWound down
S••• C•••••• S•••••• S••••••••• F••• I• L•
ADV: Private Equity Fund
Special situations fundunknown$15.2M
as of Jun 24, 2015
no Form DWound down
Team
10 current, 3 former
Partner (1)
Principal (2)
Platform (5)
3 former (kept with end dates)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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)
  • L••••• W••••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2013
  • S••••••••• L•• 2 shared · recurring · last Jan 1, 2013
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
2 most recent
  1. Mar 27, 2026
    S••• C•••••• M••••••••• L•: Private Equity Funds on Form ADV 0 (2024 extract) -> 1 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Dec 16, 2011
    S••• C•••••• M••••••••• L• 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

S••• C•••••• M••••••••• L• is the same institution as 4 records in Family Offices, Independent Sponsors, RIA and Wealth and Private Credit.

Family Offices1Independent 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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