DFX Intelligence

I••••• I••••••••• A•••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmbuyoutunsized

I••••• I••••••••• A•••••• L••

Private Equity

San Francisco, CA

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:309b4f0f-0195-48fa-8e1f-f0643064753c

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 9:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 42
Dated events: 23
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

I••••• I••••••••• A•••••• L••

Registered adviser · shared crd

Real Estate Fundsidentity

I••••• I••••••••• A•••••• L••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 5
Vintages: 2011 to 2022
Regulatory AUM: $559M
Investments: 10
Active investments: 0
Size band: UNSIZEDderived••• Locked
Latest ADV filing: Mar 13, 2026
Employees (ADV): 15
Website

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
I••••• M••••••• O••••••••• F•••• L•••	2022	Early deployment	Private Equity Fund	n/a	$108M	0
B•• A••• H••••••• 2••• F•••• L••	2011	Wound down	Private Equity Fund	n/a	$32.5M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
S•••••••••	n/a	unknown	unknown	n/a	n/a	unknown
L•••••••• F••••	n/a	unknown	unknown	n/a	n/a	unknown

Relationships

Employs (23)

→ M•••••• J••••• L•••••••PersonChief Investment Officer
Aug 1, 2017 to presentfactForm ADV, The subject's own site
→ F•••• M•••••PersonFinancial Analyst
factThe subject's own site
→ L••• R•••••••PersonManaging Director, Investor Relations & Capital Markets
factThe subject's own site
→ M•••••• S••••••••PersonSenior Accountant

Dated events

12 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 26, 2024
Person left
••• Locked
Form ADVobserved 9 days ago
Occurred
Nov 1, 2020
Person joined
••• Locked
Form ADVobserved 9 days ago
Occurred
Sep 1, 2019
Person joined
••• Locked
Form ADVobserved 9 days ago
Occurred

Provenance

Graph: Private Equity
Canonical id: dfx:pe:309b4f0f-0195-48fa-8e1f-f0643064753c
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 25 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 3 work emails (firm website) · as of 2026-09-17

M•••••• J••••• L•••••••
Chief Investment Officer · Revealable: 1 professional profile (firm website)
F•••• M•••••
Financial Analyst · Revealable: 1 professional profile (firm website)
L••• R•••••••
Managing Director, Investor Relations & Capital Markets · Revealable: 1 professional profile (firm website)
M•••••• S••••••••
Senior Accountant · Revealable: 1 professional profile (firm website)
K••••••• T••••
Associate, Investor Relations & Capital Markets · Revealable: 1 professional profile (firm website)
S•••••••• T•••••
Treasurer · Revealable: 1 professional profile (firm website)
F•••• T•••
Data Analyst · Revealable: 1 professional profile (firm website)
D• Y••
Financial Analyst · Revealable: 1 professional profile (firm website)
A••••• Z••••••••
Chief Investment Officer · Revealable: 1 professional profile (firm website)
N••••• A•••
Associate, Capital Markets & Marketing · Revealable: 1 professional profile (firm website)
A••• A••••••••
Senior Associate, Investments · Revealable: 1 professional profile (firm website)
M•••• B•••••••
Associate, Investments · Revealable: 1 professional profile (firm website)
B•• C•••
Financial Analyst · Revealable: 1 professional profile (firm website)
R••• C•••••••••
Manager, Investments · Revealable: 1 professional profile (firm website)
L•• K•••
General Counsel · Revealable: 1 professional profile (firm website)
A••• K•••••••
Controller · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): J•••••• E••••• B•••••• (Non Owner Manager Of I••••• C•••••••• C•••••• L••), E•••••••• E••••• K••• (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan