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P•••••• L••• P•••••••• L••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boston, MAp•••••••••.com

••• Locked

Regulatory AUM
$2.2B
Form ADV
PE fund assets
$1.6B
Form ADV
PE funds
12
Form ADV
Investments held
Not established
Deals, last 12 months
0
DFX transaction tape
As of · identity and classification; each section below carries its own date
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Size band
Middle marketdefined by: proxy: $1.59bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to May 8, 2026
RAUM
$2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
12
PE fund GAV, latest filing
$1.6Breported gross assets (Form ADV), not fund size
All private fund GAV
$2.2Bevery private fund type, latest filing
2024 PE fund GAV
$1.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-03-28, latest gav Private Equity Fund $1.6B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 10
Employees
25
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
1 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
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
roles
period
to 2025-06-03, from 2025-06-03, undated holdings 0, dated observations 1
window
last 2025-06-03, first 2025-06-03
control
companies
1
geography
count 1, share unknown, value NY
investments
0
seller kinds
transactions
1
cadence by year
2025 platforms 1
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

1 companies on the graph (1 transactions); observed 2025 to 2025

Funds
10 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
P•••••• L••• P••••••• L•••••••• H••• F••• T••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$276M
as of Mar 28, 2024
no Form DEarly deployment
P•••••• L••• P••••••• F••• F•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$244M
as of Mar 28, 2024
no Form DUnknown
P•••••• L••• P••••••• N•••• C••••••••• L•••
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$18.0M
as of Mar 28, 2024
no Form DEarly deployment
P•••••• L••• P••••••• L•••••••• H••• F••• O••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$409M
as of Mar 28, 2024
no Form DMature
P•••••• L••• P••••••• F••• F•••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
first reported on Form ADV
$311M
as of Mar 28, 2024
no Form DActive deployment
P•••••• L••• P••••••• F••• T••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2017
first reported on Form ADV
$247M
as of Mar 28, 2024
no Form DMature
P•••••• L••• P••••••• 2••• C•••• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
year in the fund name
$131,062
as of Aug 15, 2023
no Form DWound down
P•••••• L••• P••••••• F••• T••• L•
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$36.1M
as of Mar 28, 2024
no Form DHarvest
P•••••• L••• P••••••• F••• O••• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$39.6M
as of Mar 28, 2024
no Form DUnknown
P•••••• L••• P••••••• F••• O•• S••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$6.7M
as of Mar 28, 2024
no Form DUnknown
Team
24 current, 2 former
Platform (6)
2 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
1 on record
DateTypeTargetThis firm’s roleSource
Jun 3, 2025Platform acquisitionP•••••• R••••••Co-investorprnewswire.com
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
3 most recent
Across the graphs

P•••••• L••• 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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