Private Equity Intelligence
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B••••••• J•••• L••
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- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-12-06
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 6 of 6 admitted vehicles carry the sworn fund-of-funds flag
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Dec 6, 2024
- RAUM
- $12Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $49.1Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $49.1Mevery private fund type, latest filing
- 2024 PE fund GAV
- $49.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- filed 2024-12-06, latest gav Private Equity Fund $49.1M, latest counts Private Equity Fund 4, lifetime distinct Real Estate Fund 1, Private Equity Fund 6, Venture Capital Fund 1
- Employees
- 241
- Headquarters
- Seattle, WA
- Office address
- 2030 1ST AVENUE, 3RD FLOOR, Seattle, WA, 98121
- Business phone
- 206-258-5000
- 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
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
- roles
- unknown 4
- period
- to unknown, from unknown, undated holdings 4, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 4
- companies
- 4
- geography
- investments
- 4
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.25, value education, examples Richer Life Foundation
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.25, value education, examples Richer Life Foundation
4 companies on the graph (0 transactions); most in education (1); no dated observations
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••••• C•••••• M••••••••• F••• I• L•• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of Dec 6, 2024 | no Form D | Unknown | |
| L••••• C•••••• M••••••••• F••• I• ••• L•• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of Dec 6, 2024 | no Form D | Unknown | |
| B••••••• J•••• I••••••••• P••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $17.1M as of Dec 6, 2024 | no Form D | Active deployment | |
| B••••••• J•••• I••••••••• P•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $32.1M as of Dec 6, 2024 | no Form D | Unknown | |
| B••••••• J•••• G••••• C•••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $0 as of Dec 12, 2023 | no Form D | Wound down | |
| B••••••• J•••• G••••• C•••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $0 as of Dec 12, 2023 | no Form D | Wound down |
- J•• D•••• J•••• · Chief Executive Officer · since Oct 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• C••••••• · Corporate Impact Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C• T••• · Chief Investment Officer · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• E•••• B••••••• · Managing Director · since Oct 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• M••••••• · Managing Director · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• G••••• · Art Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• P•••••• P•••••• · Vice President Of Client Services · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• B••••• · Associate Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• C••••••• · Associate Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• F•••• · Associate Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••••• V••••••••• · Associate Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• R••••••••• · Associate Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••••• · Client Service Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• K•••••• · Client Service Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• E••••••• · Tax Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• H••••••••• C•• · Tax Lead Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• F••••••••• · Tax Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• C••••••• · Senior Manager, M•••eting Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• R•••• C•• · Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• K••••• · Chief Operating Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••• M• D••••• · Chief Experience Officer · since Sep 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• O•••• · General Counsel, Chief Compliance Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• D•••••••• · Chief M•••eting Officer · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• R• J•••• · Chief Revenue Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• L•••• · Chief Strategy Officer · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• W•••••• R•••• · Chief Technology Officer · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• W••••••• C•• · Family Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
10 former (kept with end dates)
- B•••• H• C•••••• · Senior Lead Advisor · Jan 1, 2005 to Apr 5, 2022 Inference
- C•••• M•••••• C••••••••• · Member · Nov 1, 2007 to Mar 29, 2019 Inference
- E••• J•••• W••••••• · Member · Jan 1, 2007 to Mar 29, 2019 Inference
- J••••• F•••••• M••••••• · Member · Sep 1, 2003 to Mar 29, 2019 Inference
- K••• B•••• L••••• · Member · Jul 1, 2008 to Mar 29, 2019 Inference
- M•••••• A•••• C••••• · Member · Apr 1, 2014 to Mar 29, 2019 Inference
- M•••••• L•••• M•••••• · Member · Jan 1, 2016 to Mar 29, 2019 Inference
- A••• W••• S••••••• · Chief Compliance Officer, Cfo & General Counsel · Jan 1, 2008 to Nov 6, 2012 Inference
- T••••• P•••••• P•••••• · Chief Compliance Officer · Nov 1, 2012 to Dec 5, 2012 Inference
- V••••••• S•••••• R•••• · Chief Compliance Officer/Director Of Finance And Accounting · Aug 1, 2015 to Sep 9, 2016 Inference
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| I••••••••• P••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I••••••••• T••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| O•• R••••• I••••••••• U••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R••••• L••• F••••••••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
- Jul 7, 2026B••••••• J•••• L••: Private Equity Funds on Form ADV 4 (2024 extract) -> 5 (roster 2026-09-01)
- Mar 30, 2012B••••••• J•••• L•• first filed Form ADV in the extract (IA)
B••••••• J•••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
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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