DFX Intelligence

Data Factory

C••• I••••••••• M••••••••• I••••••••• I•••: firm on the private equity graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Private equityFirmbuyout · probablemiddle market

C••• I••••••••• M••••••••• I••••••••• I•••

Private Equity

Toronto, Ontario

A leading investment firm with a rich history, we strive to deliver sustainable real assets solutions so our clients, people and communities thrive.

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:721bc463-de68-4c99-ab1b-432ed4c0c6a5

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 22, 2026, 1:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 23
On other graphs: 1
Observed: Sep 13, 2026 to Sep 21, 2026
34 observations

Across DFX

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

RIA / Wealth Managementidentity

C••• I••••••••• M••••••••• I••••••••• I•••

Registered adviser · shared crd

Facts

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

Funds: 1
PE funds: 1
Vintages: 2018 to 2018
PE GAV, 2024 filing: $3.3Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $8.6B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $3.25bn Private Equity Fund GAV on the Form ADV filed 2024-06-24
Stated sectors

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
C•••••• I••••••••• O••••••••• F•••	2018	Unknown	Private Equity Fund	n/a	$3.3B	0

Relationships

Employs (33)

→ Bernie McNamaraPersonHead of Client Solutions
factThe subject's own site
→ Michael NessPersonHead of Strategic Accounts
factThe subject's own site
→ Robert PerryPersonPortfolio Manager – U.S. Logistics Partners, President – Americas Real Estate Division
factThe subject's own site
→ Sabina ReevesPersonChief Economist & Head of Insights & Intelligence

Dated events

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

Occurred
Jun 24, 2024
Person left
Aaron Zachariah Vale (Vice-President) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••••• I•••
Form ADVobserved 8 days ago
Occurred
Aug 22, 2023
Person left
Martin Day (Vice President/Director) no longer on Schedule A of C••• I••••••••• M••••••••• I••••••••• I•••
Form ADVobserved 8 days ago
Occurred
Jun 1, 2023
Person joined
Nathalie Lisa Viens joined Schedule A of C••• I••••••••• M••••••••• I••••••••• I••• as Vice President
Form ADVobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:721bc463-de68-4c99-ab1b-432ed4c0c6a5
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 6 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) · as of 2026-09-13

Bernie McNamara
Head of Client Solutions · Revealable: 1 professional profile (firm website)
Michael Ness
Head of Strategic Accounts · Revealable: 1 professional profile (firm website)
Robert Perry
Portfolio Manager – U.S. Logistics Partners, President – Americas Real Estate Division · Revealable: 1 professional profile (firm website)
Sabina Reeves
Chief Economist & Head of Insights & Intelligence · Revealable: 1 professional profile (firm website)
Joseph Smith
Chief Investment Officer - Listed Real Assets Strategies · Revealable: 1 professional profile (firm website)
Maurice Voskuilen
Chief Financial Officer · Revealable: 1 professional profile (firm website)
Pasha Zargarof
General Counsel · Revealable: 1 professional profile (firm website)
Adam Gallistel
Co-CEO & Chief Investment Officer · Revealable: 1 professional profile (firm website)
Andrew Glanzman
Chief Executive Officer, Real Estate Investments · Revealable: 1 professional profile (firm website)
Alice Chiang
Head of Investment Operations & Strategy · Revealable: 1 professional profile (firm website)
Stephen Donald Dowd
President, Chief Investment Officer & Director · Revealable: 1 professional profile (firm website)
Rik Eertink
President and CIO – EMEA Direct Real Estate · Revealable: 1 professional profile (firm website)
Achal Gandhi
Chief Investment Officer – Indirect Real Estate Strategies · Revealable: 1 professional profile (firm website)
Helen Gurfel
Head of Sustainability & Innovation · Revealable: 1 professional profile (firm website)
Julie Ingersoll
Chief Investment Officer – Americas Direct Real Estate Strategies · Revealable: 1 professional profile (firm website)
Jeff Marcus
Head of People · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): Robert William Shaw (Vice President), Nathalie Lisa Viens (Vice President), Jeffrey James Deblock (Vice President), Dennis Nmn Pellarin (Chief Operating Officer, Chief Finanical Officer, Director), Andreas Hermann Koettering (Vice President/Director), Alkinoi Spyratos (Vice President), Jacob David Posen (Secretary/Chief Compliance Officer), LEE Geoffrey Grant Anderson (Vice-President), Iris Shun Yee Chan (Vice-President).

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