DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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Private Equity
Boston, MA
Our financial planners in Boston provide investment advisory services to individuals, retirement plan sponsors, and endowments and foundations.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Fund | Vintage | Lifecycle | ADV type | Form D sold | GAV | LPs |
|---|---|---|---|---|---|---|
| R•••• I•• 2•••• L•• | 2008 | Harvest | Private Equity Fund | n/a | $2.1M | 0 |
| R•••••• 2•••• L•• | 2007 | Mature | Private Equity Fund | n/a | $2.3M | 0 |
| n/a |
| Harvest |
| Private Equity Fund |
| n/a |
| $1.2M |
| 0 |
| R••••• I• A••••••••• L•• | n/a | Harvest | Private Equity Fund | n/a | $217,422 | 0 |
Also named here, with no published line of their own (reach them through the firm): James Stenstrom (Senior Director | Institutional Portfolios), Andrew Raggio (Senior Director | Head of Trading), Kate Sampson (Chief Human Resources Officer), Heather Shanahan (Senior Director | Head of Endowments & Foundations), Rick Shoff (Managing Director | Advisor Group), James F. Stafford (Senior Director | Corporate Real Estate and Facilities), Jason Stephens (Senior Director | Nonqualified Executive Benefits Practice Leader), Mike Strother (Senior Director | Advisor Group), James Underwood (Senior Director | Portfolio Management), Emily Vennerstrom (Senior Director | Mergers and Acquisitions), Grant Verhaeghe (Senior Director | Institutional Portfolios Practice Leader), Michael J. Vogelzang (Managing Director | Chief Investment 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