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A••• P•••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Boston, MAa•••.com

••• Locked

Regulatory AUM
$69.3M
Form ADV
PE fund assets
$295M
Form ADV
PE funds
1
Form ADV
Investments held
2 of 3
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (5)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: 13 of 15 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies
PRIVATE CREDIT
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (confirmed, 85%, cls-pe-1)
    R6: 13 of 15 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Feb 14, 2012 to Mar 31, 2026
RAUM
$69.3Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$295Mreported gross assets (Form ADV), not fund size
All private fund GAV
$69.3Mevery private fund type, latest filing
2024 PE fund GAV
$295Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
87%
Fund type mix
filed 2024-03-29, latest gav Hedge Fund $91.0M, Private Equity Fund $295M, latest counts Hedge Fund 2, Private Equity Fund 7, lifetime distinct Hedge Fund 2, Private Equity Fund 13
Employees
3
Headquarters
Boston, MA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
3 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
$20.0M to $200M
Control
not stated or not yet read
Thesis
not stated or not yet read
Observed from deals on record
roles
unknown 1, platform 2
period
to 2019-08-19, from 2018-06-06, undated holdings 1, dated observations 4
window
last 2019-08-19, first 2018-06-06
control
control 2, unknown 1
companies
3
geography
count 1, share 0.333, value CA
investments
3
seller kinds
sponsor 1
transactions
2
cadence by year
2018 platforms 1, 2019 exits 1
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 0.333, value media telecom, examples Screenvision Media
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.333, value media telecom, examples Screenvision Media

3 companies on the graph (2 transactions); most in media telecom (1); 2 platforms and 0 add-ons; observed 2018 to 2019

Funds
15 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A••• P••••••• V•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$164M
as of Mar 29, 2024
no Form DHarvest
A••• P••••••• V• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$79.9M
as of Mar 29, 2023
no Form DWound down
A••• A••••••• S••••••••• F••• I•• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$67.9M
as of Mar 29, 2024
no Form DHarvest
A••• S••••• E••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$60.5M
as of Mar 29, 2024
no Form DHarvest
A••• S••••• E••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$60.4M
as of Mar 29, 2024
no Form DHarvest
A••• M•••••••• P•••••••• L•••
ADV: Private Equity Fund
Credit fundunknown$56.8M
as of Mar 30, 2021
no Form DWound down
A••• P••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$47.3M
as of Mar 30, 2021
no Form DWound down
A••• A••••••• S••••••••• F•••• L•••
ADV: Hedge Fund
buyout or unlabelledunknown$23.1M
as of Mar 29, 2024
no Form DHarvest
A••• I••••••••• P••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$6.3M
as of Mar 29, 2024
no Form DMature
A••• S••••• E••••• I•••• L•••
ADV: Private Equity Fund
Feeder or parallelunknown$3.6M
as of Mar 29, 2024
no Form DHarvest
A••• P••••••• V• A••••••••• I••••••••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$2.0M
as of Mar 29, 2023
no Form DWound down
A••• S••••• E••••• C••••••••• F••• I••• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$427,163
as of Mar 29, 2024
no Form DHarvest
A••• S••••• E••••• C••••••••• F•••• L•••
ADV: Private Equity Fund
Co-investment vehicleunknown$309,574
as of Mar 29, 2024
no Form DMature
A••• B•••••••• P••••••• I••• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 31, 2015
no Form DWound down
A••• B•••••••• P••••••• I•• L•••
ADV: Private Equity Fund
buyout or unlabelledunknown$0
as of Mar 31, 2014
no Form DWound down
Team
5 current, 1 former
1 former (kept with end dates)
Portfolio
3 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
P•••••••• H••••••• I•••PlatformactiveAug 19, 2019
transaction announcement
7.1 yearsB•••• S•••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
S••••••••• M••••PlatformactiveJun 6, 2018
transaction announcement
8.3 yearsJ••• H••• (confirmed)Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
P•••• C•••••• F••••••••Role unknownexited
exited Aug 7, 2026
unknownunknownunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
2 on record
DateTypeTargetThis firm’s roleSource
Aug 19, 2019Sponsor to sponsorP•••••••• H••••••• I•••Sponsor (confirmed)prnewswire.com
Jun 6, 2018Platform acquisitionS••••••••• M••••Sponsor (confirmed)shamrockcap.com
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
Financial advisers (3)
  • H••••••• L•••• 1 shared · one time · last Aug 19, 2019
  • L••••••• A••••••• L•• 1 shared · one time · last Jun 6, 2018
  • M••••• • C•••••• L•• 1 shared · one time · last Jun 6, 2018
LP commitments
3 disclosed
  • S•• D•••• C••• E••••••••• R••••••••• S••••• in A••• P••••••• V•• L••• $10.3M content.sdcers.gov
  • L•• A•••••• C••• E••••••••• R••••••••• S••••• $20.0M lacers.org
  • L•• A•••••• C••• E••••••••• R••••••••• S••••• $40.0M lacers.org
Events
6 most recent
  1. Mar 31, 2026
  2. Dec 31, 2025
    ••• Locked
    Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  3. Dec 31, 2025
    ••• Locked
    Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
  4. Aug 19, 2019
  5. Jun 6, 2018
  6. Feb 14, 2012
Across the graphs

A••• P•••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private 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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