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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / A•••• I••••••••• L•

A•••• I••••••••• L•

Hybrid manager · probableLower middle marketPurchase, NYa••••••.comSEC registered investment adviser

A•••• Financial Services is the affiliated broker-dealer of A•••• I••••••••• L•.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 12 distinct vehicles; hedge, securitized or liquidity vehicles 10
Size band
Lower middle marketdefined by: proxy: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-08-30
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 2 of 12 distinct vehicles; hedge, securitized or liquidity vehicles 10
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Jun 15, 2015 to Aug 30, 2024
RAUM
$3.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
2
PE fund GAV, latest filing
$191Mreported gross assets (Form ADV), not fund size
All private fund GAV
$2.2Bevery private fund type, latest filing
2024 PE fund GAV
$191Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
17%
Fund type mix
filed 2024-08-30, latest gav Hedge Fund $2.0B, Private Equity Fund $191M, latest counts Hedge Fund 8, Private Equity Fund 2, lifetime distinct Hedge Fund 10, Private Equity Fund 2
Employees
156
Headquarters
Purchase, NY
Office address
2500 WESTCHESTER AVE, SUITE 401, Purchase, NY, 10577
Business phone
914-670-7809
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
6 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
A•••• S••••••••• a•• L•••••••• S•••••••• • E••••• C••••••• I••• L•
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$140M
as of Aug 30, 2024
no Form DUnknown
A•••• S••••••••• a•• L•••••••• S•••••••• • E••••• C••••••• I••• L•
ADV: Private Equity Fund
Fund of funds2024
first reported on Form ADV
$50.7M
as of Aug 30, 2024
no Form DUnknown
A•••• S•••••• O••••••••• P••••••• I•• L•
ADV: Hedge Fund
buyout or unlabelled2022
first reported on Form ADV
$558M
as of Aug 30, 2024
no Form DEarly deployment
A•••• S•••••• O••••••••• P••••••• •••••• M•••••• I•• L•
ADV: Hedge Fund
Feeder or parallel2022
first reported on Form ADV
$273M
as of Aug 30, 2024
no Form DEarly deployment
A•••• S•••••• O••••••••• P••••••• •••••• M•••••• I• L•
ADV: Hedge Fund
Feeder or parallel2021
first reported on Form ADV
$108M
as of Aug 30, 2024
no Form DUnknown
A•••• S•••••• O••••••••• P••••••• I• L•
ADV: Hedge Fund
buyout or unlabelled2020
first reported on Form ADV
$425M
as of Aug 30, 2024
no Form DHarvest
Team
4 current, 4 former
4 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)
  • O•• C••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
  • C••••••• A••••••••• L•• 1 shared · one time · last Jan 1, 2024
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. Jul 30, 2026
    A•••• I••••••••• L•: Private Equity Funds on Form ADV 2 (2024 extract) -> 4 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Jun 15, 2015
    A•••• I••••••••• 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

A•••• I••••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.

Independent 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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