C•• M•••••• L•

Private Equity

Mill Valley, 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:f56bff59-811d-42dd-86cd-f220c360dd28

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, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 35
On other graphs: 2
Observed: Sep 13, 2026 to Sep 21, 2026
36 observations

Across DFX

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

Independent Sponsorsidentity

C•• M•••••• L•

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

C•• M•••••• L•

Registered adviser · shared crd

Facts

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

Funds: 10
PE funds: 10
Vintages: 2021 to 2024
PE GAV, 2024 filing: $1.1B••• Locked
Regulatory AUM: $2.2B
Investments: 10
Active investments: 10
Size band: MIDDLE MARKETderived••• Locked
Stated sectors: infrastructure,energy,environmental_services

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV	LPs
C•• C•••••••• I• F••• I•• L•	2024	Unknown	Private Equity Fund	n/a	$140M	0
C•• C•••••••• I• F••••• F••• I•• L•	2024	Unknown	Private Equity Fund	n/a	$35.5M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
V••••• W•••• T••••••••• • S••••••••	n/a	platform	control	May 8, 2025	n/a	active
S••••••• E••••• C•••••	n/a	platform	control	Aug 3, 2022	n/a	active

Relationships

Invested in (9)

→ T•• R••• C••••••Companyunknown
Jun 29, 2022 to presentfactNews and newswire
→ V••••• W•••• T••••••••• • S••••••••Companyplatform
May 8, 2025 to presentfactNews and newswire
→ S••••••• E••••• C•••••Companyplatform
Aug 3, 2022 to presentfactNews and newswire, The subject's own site
→ C•••••••• W•••• o• A••••••

Dated events

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

Occurred
Mar 12, 2026
Firm news
••• Locked
The subject's own siteobserved 6 days ago
Occurred
Dec 22, 2025
Firm news
••• Locked
The subject's own siteobserved 6 days ago
Occurred
May 8, 2025
Firm news
••• Locked
The subject's own siteobserved 6 days ago
Occurred
May 8, 2025

Provenance

Graph: Private Equity
Canonical id: dfx:pe:f56bff59-811d-42dd-86cd-f220c360dd28
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) · as of 2026-09-13

B••• G••••
Managing Member · Revealable: 1 professional profile (firm website)
X••••• C•••••
Partner · Revealable: 1 professional profile (firm website)
D•••••••• J••• C•••••• P•••••• D•••••••••
Partner · Revealable: 1 professional profile (firm website)
D•• W•••••• R••••••
Senior Advisor · Revealable: 1 professional profile (firm website)
L••••• S•••••
Principal · Revealable: 1 professional profile (firm website)
A•••••• K••
Vice President · Revealable: 1 professional profile (firm website)
B••••• W••••
Vice President, W•••• Origination · Revealable: 1 professional profile (firm website)
J••• D•••
Vice President · Revealable: 1 professional profile (firm website)
J•••• G••••
Senior Associate · Revealable: 1 professional profile (firm website)
T••• T••
Director of Finance · Revealable: 1 professional profile (firm website)
J••••• X••
Senior Fund Accountant · Revealable: 1 professional profile (firm website)
D•• G••••
Investor Relations Associate · Revealable: 1 professional profile (firm website)
A•••• G•••
President, Partner · Revealable: 1 professional profile (firm website)
L•• W•••
Partner · Revealable: 1 professional profile (firm website)
M••• F••••••
Partner · Revealable: 1 professional profile (firm website)
C•••••• R•••••• R••••••••• J••••
Partner · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): D•••• M•••••• A•••••••• (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