S•• C•••••• A•••••••• L•••

Private Equity

Boca Raton, FL

••• 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:ac173290-1b45-4b31-911b-39327e689288

Data as of Sep 21, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, news and newswire. Page built Sep 22, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 186
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
52 observations

Across DFX

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

Independent Sponsorsidentity

S•• C•••••• A•••••••• L•••

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

S•• C•••••• A•••••••• L•••

Registered adviser · shared crd

Facts

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

Funds: 19
PE funds: 16
Vintages: 2013 to 2024
PE GAV, 2024 filing: $6.6B••• Locked
Regulatory AUM: $5.8B
Investments: 112
Active investments: 109
Size band: UPPER MIDDLE MARKETderived••• Locked
Stated EBITDA range: $3.0M to n/a

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
K• C••••••••• V••••••• L•••	2024	Unknown	Private Equity Fund	n/a	$26.6M	0
S•• C•••••• P••••••• V•••• L•••	2023	Unknown	Private Equity Fund	n/a	$697M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
B•• W•••••••• L•••	n/a	unknown	unknown	Mar 26, 2026	n/a	active
K••• S••••••••• S••••••••	n/a	platform	control	Oct 25, 2023	n/a	active

Relationships

showing 80 of 186

Employs (34)

→ P•• D• S••••PersonP•• D• S•••• Vice President
factThe subject's own site
→ B•••••• B•••••••PersonB•••••• B••••••• Vice President
factThe subject's own site
→ M••• H•••••••PersonM••• H••••••• Vice President
factThe subject's own site
→ E••• D•••••••PersonE••• D••••••• Vice President of Human Resources Boca Raton

Dated events

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

Occurred
Mar 26, 2026
Firm news
••• Locked
The subject's own siteobserved 9 days ago
Occurred
Mar 26, 2026
Platform investment
••• Locked
B•• W•••••••• L•••News and newswireobserved 8 days ago
Occurred
Mar 26, 2026
Transaction announced
••• Locked
News and newswireobserved 8 days ago

Provenance

Graph: Private Equity
Canonical id: dfx:pe:ac173290-1b45-4b31-911b-39327e689288
First observed: Sep 13, 2026
Last observed: Sep 21, 2026 26 h ago
Source families: Federal regulator filings, Firm and issuer disclosures, News and newswire
4 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), 1 work email (firm website) · as of 2026-09-21

P•• D• S••••
P•• D• S•••• Vice President · Revealable: 1 professional profile (firm website)
B•••••• B•••••••
B•••••• B••••••• Vice President · Revealable: 1 professional profile (firm website)
M••• H•••••••
M••• H••••••• Vice President · Revealable: 1 professional profile (firm website)
E••• D•••••••
E••• D••••••• Vice President of Human Resources Boca Raton · Revealable: 1 professional profile (firm website)
J••• W•••
J••• W••• Vice President · Revealable: 1 professional profile (firm website)
A••••• L•••••••
A••••• L••••••• Managing Director · Revealable: 1 professional profile (firm website)
M••• M••••
M••• M•••• Managing Director · Revealable: 1 professional profile (firm website)
D••••• I••••••
D••••• I•••••• Group COO · Revealable: 1 professional profile (firm website)
L•••• E• O•••••
L•••• E• O••••• Vice President · Revealable: 1 professional profile (firm website)
N•••••• D•••••••
N•••••• D••••••• Vice President · Revealable: 1 professional profile (firm website)
A•••••••• W••••••
A•••••••• W•••••• Managing Director · Revealable: 1 professional profile (firm website)
C•••••• W••••••••
C•••••• W•••••••• Associate · Revealable: 1 professional profile (firm website)
M••• R•••••••••
M••• R••••••••• Senior Associate · Revealable: 1 professional profile (firm website)
M••• J•• L••••
M••• J. L•••• Co-Chief Executive Officer Boca Raton · Revealable: 1 professional profile (firm website)
U••••• O•••
U••••• O••• Managing Director · Revealable: 1 professional profile (firm website)
L•••• B••••••••
L•••• B•••••••• Senior Associate · Revealable: 1 professional profile (firm website)
A••••• P••••
A••••• P•••• Vice President · Revealable: 1 professional profile (firm website)
R••••• R•••••• K•••••
R••••• R. K••••• Co-Chief Executive Officer Boca Raton · Revealable: 1 professional profile (firm website)
R••••• G•••••••
R••••• G••••••• Managing Director and Head of US Transaction Team Boca Raton · Revealable: 1 professional profile (firm website)
C••••• C••••
C••••• C•••• Vice President · Revealable: 1 professional profile (firm website)
C• D•••• C••••
C• D•••• C•••• Senior Managing Director · Revealable: 1 professional profile (firm website)
P••• D•••••
P••• D••••• Sr. Managing Director & Partner · Revealable: 1 professional profile (firm website)
G•••••• D•••••••••
G•••••• D••••••••• Principal · Revealable: 1 professional profile (firm website)
J••••• Z•••••
J••••• Z••••• Group COO · Revealable: 1 professional profile (firm website)
A••••• W•••••••
A••••• W••••••• Chief Financial Officer Boca Raton · Revealable: 1 professional profile (firm website)
W•••••• P••••••
W•••••• P•••••• Associate · Revealable: 1 professional profile (firm website)
F••••••• S••••
F••••••• S•••• Associate · Revealable: 1 professional profile (firm website)
D••••• S••••••••
D••••• S•••••••• Managing Director · Revealable: 1 professional profile (firm website)
A••• C••••
A••• C•••• Senior Associate · Revealable: 1 professional profile (firm website)
M•••••• A••••••
M•••••• A•••••• Vice President · Revealable: 1 professional profile (firm website)
N••• R••••••
N••• R•••••• Associate · Revealable: 1 professional profile (firm website)
E••• C••••
E••• C•••• Assistant Fund Controller · Revealable: 1 professional profile (firm website)
H•••• M••••
H•••• M•••• Group COO · Revealable: 1 professional profile (firm website)
A•••••••• R•• M•••••
A•••••••• M••••• Chief Compliance Officer Boca Raton · Revealable: 1 professional profile (firm website)

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