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B•••••••• C••••••• L•

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Burlington, VT

Buyout firm, based in Burlington, VT.

Composed from this firm's filed classification and location. It has no published description on record.

Regulatory AUM
$188M
Form ADV
PE fund assets
$24.1M
Form ADV
PE funds
11
Form ADV
Investments held
Not established
Deals, last 12 months
Not established
Funds and vehiclesTeam (3)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: 11 of 12 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-10-21
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 11 of 12 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Apr 29, 2014 to Oct 21, 2024
RAUM
$188Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
11
PE fund GAV, latest filing
$24.1Mreported gross assets (Form ADV), not fund size
All private fund GAV
$91.8Mevery private fund type, latest filing
2024 PE fund GAV
$24.1Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
92%
Fund type mix
filed 2024-10-21, latest gav Hedge Fund $67.7M, Private Equity Fund $24.1M, latest counts Hedge Fund 1, Private Equity Fund 11, lifetime distinct Hedge Fund 1, Private Equity Fund 11
Employees
3
Headquarters
Burlington, VT
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
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

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

Funds
11 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
M••••••• B• H••••••• 7• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$5.3M
as of Oct 21, 2024
no Form DEarly deployment
M••••••• B• H••••••• 6• L••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$4.2M
as of Oct 21, 2024
no Form DUnknown
M••••••• B• H••••••• 5• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$10.0M
as of Oct 21, 2024
no Form DUnknown
B•••••••• C•••••• V• I••• L••
ADV: Private Equity Fund
buyout or unlabelled2021
first reported on Form ADV
$4.6M
as of Oct 21, 2024
no Form DUnknown
M••••••• B• H••••••• 4• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$27,580
as of Oct 21, 2024
no Form DHarvest
E• B• H••••••• 3• L••
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$18,973
as of Oct 21, 2024
no Form DHarvest
M••••••• B• H••••••• 3• L••
ADV: Private Equity Fund
buyout or unlabelled2019
first reported on Form ADV
$12,464
as of Oct 21, 2024
no Form DHarvest
E• B• H••••••• L••
ADV: Private Equity Fund
Feeder or parallel2017
first reported on Form ADV
$15,955
as of Oct 21, 2024
no Form DHarvest
M••••••• B• H••••••• 2• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$7,203
as of Oct 21, 2024
no Form DHarvest
M••••••• B• N••• L••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$5,280
as of Oct 21, 2024
no Form DHarvest
M••••••• B• H•••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$23,169
as of Oct 21, 2024
no Form DHarvest
Team
3 current, 1 former
1 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
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
1 most recent
  1. Apr 29, 2014
    B•••••••• C••••••• 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

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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