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.

Funds / C••••••••• C•••••• U••• P•••••• E••••• P••••••• X•• L•

C••••••••• C•••••• U••• P•••••• E••••• P••••••• X•• L•

MatureFund of fundsADV: P•••••• Equity FundC• P•••••• E•••••• I•••Delaware
Amounts, each with its basis
Vintage
2020basis: first reported on Form ADV
Target
unknownnot announced
First close
unknownnever inferred from a Form D
Final close
unknownonly from an announcement or an LP disclosure
Announced size
unknown
Form D offering
unknownwhat may be sold, not what was raised
Form D sold
unknownno Form D on record
First sale
unknown
Reported gross assets
$266MForm ADV, as of Sep 27, 2024; not fund size, not dry powder
Peak reported gross assets
$266Mhighest year on the reporting tape
Owners (ADV)
21
Reported on ADV
Sep 28, 2020 to Sep 27, 2024
Structure
standalone
Fund of funds (ADV)
yes
Strategy
ADV 7.B.(1) fund of funds = Y
Lifecycle
Mature
rule: gross assets within 10% of the prior yearmodel: lc-pe-1gav path: 2020,126567973,2021,210122306,2022,241012807,2023,254741617,2024,265805180peak gav: $266Mas of year: $2,024latest gav: $266Mreported years: 5last step change: 0.043age years at as of: 4drawdown from peak: 0first reported year: $2,020
Reported gross assets by year
5 annual rows
YearFiledTypeGross assets OwnersMin. investmentNon-US ownedSource
2020Oct 21, 2020P•••••• Equity Fund$127M
12$1.0M33%adviserinfo.sec.gov
2021Nov 2, 2021P•••••• Equity Fund$210M
20$1.0M23%adviserinfo.sec.gov
2022Sep 28, 2022P•••••• Equity Fund$241M
21$1.0M20%adviserinfo.sec.gov
2023Sep 28, 2023P•••••• Equity Fund$255M
21$1.0M20%adviserinfo.sec.gov
2024Sep 27, 2024P•••••• Equity Fund$266M
21$1.0M20%adviserinfo.sec.gov
Placement agents and principals
3 placement agents, 0 principals
  • C••••••••• S••••••••• I••• placement agent since Jan 1, 2020 Fact
  • B••• I••••••••• placement agent since Jan 1, 2020 Fact
  • G• C•••••• M••••••••• L••• placement agent since Jan 1, 2020 Fact
Limited partners
0 disclosed
No LP commitment to this fund collected yet. An LP appears only when a public disclosure names this fund.
Investments attributed to this fund
0
No investment attributed to this fund. A firm’s investments sit on the firm; a fund gets one only when a source names the vehicle.
Events
1 most recent
  1. Sep 28, 2020
    C••••••••• C•••••• U••• P•••••• E••••• P••••••• X•• L• first reported on Form ADV by C• P•••••• E•••••• I••• (P•••••• Equity Fund), GAV $126,567,973