DFX Intelligence
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G• P•••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Scottsdale, AZ
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $36B
- PE fund assets
- $18B
- PE funds
- 25
- Investments held
- 31 of 34
- Deals, last 12 months
- 6
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 3 deals180 days
3 deals since 7 May 2026: bought O•••••• H••••••• I••• (majority stake, 1 Sep), H•• F••••••••• M••••••••• (majority stake, 1 Jun) and C••••••• D••••••••• a•• M••••••••• O••••••••• (platform, 7 May).
What it is buying now is the best guide to what it will buy next.
- +4funds on Form ADV
Private equity funds on its Form ADV went from 21 to 25 (+4).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 32 of 38 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $18.47bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
- Strategies
- Infrastructure
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)32 of 38 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)28 of 34 distinct vehicles are sworn Private Equity Funds; 24 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $36B · 25 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 30, 2026
- RAUM
- $36Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 25
- PE fund GAV, latest filing
- $18Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $21Bevery private fund type, latest filing
- 2024 PE fund GAV
- $18Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 84%
- Fund type mix
- Private equity fund: 25 funds, $18B reported gross assets, 32 ever reported
- Real estate fund: 3 funds, $2.3B reported gross assets, 6 ever reported
- Employees
- 152
- Headquarters
- Scottsdale, AZ
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 34 observed dealsShowHide
Stated by the firm
- Sectors
- Infrastructure, real estate
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 34 companies, 34 holdings, 31 transactions
- Period
- 2018 to 2026 (62 dated observations, 3 holdings undated)
- Most deals
- Software (6 of 34, e.g. Togetherwork and Egnyte), tech enabled services (5 of 34), financial services (4 of 34) and 4 more
- Subsectors
- Financial services (4 of 34), vertical software (3 of 34), software (3 of 34), media telecom (2 of 34) and 4 more
- Deal roles
- 28 platforms, 6 with role not stated
- Add-ons per platform
- 0 add-ons per platform
- Control
- 28 control, 6 not stated
- Where
- Ca (1 of 34), pa (1 of 34), fl (1 of 34)
- Bought from
- 2 sponsor, 1 corporate parent
- By year
- 2018: 1 exit; 2020: 5 platforms, 2 other deals; 2021: 3 platforms, 2 other deals; 2022: 2 platforms; 2023: 6 platforms; 2024: 3 other deals; 2025: 2 platforms, 1 other deal; 2026: 2 platforms, 2 other deals
- Repeat counterparties
- R•••• • G••• L•• (legal adviser) on 8 deals, K••••••• • E•••• L•• (legal adviser) on 6 deals, P••• H•••••••• L•• (legal adviser) on 3 deals, E••••••• (buy-side adviser) on 2 deals and 2 more
34 companies on the graph (31 transactions); most in software (6); 28 platforms and 0 add-ons; observed 2018 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
30 families, 45 vehicles on record
G• Z••• H••••••• L• · 3 vehicles · vintage 2025$1.1B
- G• Z••• H••••••••• L• Feeder or parallel$781M
- G• Z••• H••••••• L• Feeder or parallel$305M
- G• Z••• H••••••• L• Feeder or parallel
G• D••• I••••••••• F••• I• L• · 3 vehicles · vintage 2023$1.9B
- G• D••• I••••••••• F••• I••• L• Infrastructure fund · 2023$1.1B
- G• D••• I••••••••• F••• I• L• Infrastructure fund · 2023$771M
- G• D••• I••••••••• E•••••••• F••• I• L• Infrastructure fund$11.9M
G• P••••••• F••• V• L• · 3 vehicles · vintage 2021$5.1B
- G• P••••••• F••• V••• L• Feeder or parallel · 2021$2.7B
- G• P••••••• F••• V• L• buyout or unlabelled · 2021$2.4B
- G• P••••••• E•••••••• F••• V• L• Feeder or parallel · 2022$24.7M
D••• I••••••••• F••••• L• · 2 vehicles · vintage 2020$2.6B
- D••• I••••••••• F••••• L• Infrastructure fund · 2020$1.7B
- D••• I••••••••• F••• L• Infrastructure fund · 2020$914M
G• P••••••• F••• V• L• · 3 vehicles · vintage 2018$4.3B
- G• P••••••• F••• V• L• buyout or unlabelled · 2018$2.5B
- G• P••••••• F••• V•• L• Feeder or parallel · 2018$1.7B
- G• P••••••• E•••••••• F••• V• L• Feeder or parallel · 2019$34.2M
Co-investment vehicles · 2 vehicles · vintage 2020$106M
- G•••• C••••••••• F••• L• Co-investment vehicle · 2020$106M
- G• P••••••• E•• E•• G•••• C•••••••• L• Co-investment vehicle
24 smaller families are in the full list of vehicles.
View all 45 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D••• I••••••••• O••••••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $96.2M as of Mar 30, 2026 | $0 | Early deployment | |
| G• D••• I••••••••• F••• I••• L• ADV: Private Equity Fund | Infrastructure fund | 2023 Form D first sale | $1.1B as of Mar 30, 2026 | $122M | Early deployment | |
| G• D••• I••••••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | 2023 Form D first sale | $771M as of Mar 30, 2026 | $122M | Early deployment | |
| G• P••••••• E•••••••• F••• V• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $24.7M as of Mar 30, 2026 | $0 | Active deployment | |
| G• P••••••• F••• V••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $2.7B as of Mar 30, 2026 | $0 | Active deployment | |
| G• P••••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.4B as of Mar 30, 2026 | $0 | Active deployment | |
| G• M••• H••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 Form D first sale | $431M as of Mar 30, 2026 | $459M | Active deployment | |
| G• M••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 Form D first sale | $323M as of Mar 30, 2026 | $459M | Active deployment | |
| B•• O••••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $121M as of Mar 30, 2026 | $0 | Active deployment | |
| G• D••• I••••••••• E•••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | 2021 first reported on Form ADV | $7.0M as of Mar 30, 2026 | $0 | Active deployment | |
| D••• I••••••••• F••••• L• ADV: Private Equity Fund | Infrastructure fund | 2020 first reported on Form ADV | $1.7B as of Mar 30, 2026 | no Form D | Unknown | |
| D••• I••••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | 2020 first reported on Form ADV | $914M as of Mar 30, 2026 | no Form D | Unknown | |
| G•••• C••••••••• F••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 Form D first sale | $106M as of Mar 30, 2026 | no Form D | Mature | |
| D••• I••••••••• O••••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | 2019 Form D first sale | $203M as of Mar 30, 2026 | no Form D | Mature | |
| G• P••••••• E•••••••• F••• V• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $34.2M as of Mar 30, 2026 | no Form D | Unknown | |
| G• P••••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $2.5B as of Mar 30, 2026 | no Form D | Unknown | |
| G• P••••••• F••• V•• L• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $1.7B as of Mar 30, 2026 | no Form D | Unknown | |
| B•• O••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $113M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• O••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $89.4M as of Mar 30, 2026 | no Form D | Harvest | |
| C••• L•••• L•• ADV: Real Estate Fund | buyout or unlabelled | 2013 first reported on Form ADV | $2.4B as of Mar 31, 2022 | no Form D | Wound down | |
| G• P••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 Form D first sale | $833M as of Mar 30, 2026 | no Form D | Harvest | |
| G• P••••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 Form D first sale | $588M as of Mar 30, 2026 | no Form D | Harvest | |
| G• P••••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 Form D first sale | $251M as of Aug 19, 2014 | no Form D | Wound down | |
| G• P••••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2009 Form D first sale | $9.7M as of Mar 31, 2022 | no Form D | Wound down | |
| G• P••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2008 Form D first sale | $32.9M as of Mar 31, 2022 | no Form D | Wound down | |
| G• P••••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2008 Form D first sale | $6,138 as of Mar 31, 2022 | no Form D | Wound down | |
| C•••••• S••••••• L•• ADV: Real Estate Fund | buyout or unlabelled | unknown | $16B as of Mar 31, 2023 | no Form D | Wound down | |
| G• Z••• H••••••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $781M as of Mar 30, 2026 | no Form D | Unknown | |
| H•••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $645M as of Mar 30, 2026 | $0 | Unknown | |
| G• Z••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $305M as of Mar 30, 2026 | $0 | Unknown | |
| C•••••• I••••••••• I••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $267M as of Sep 22, 2016 | no Form D | Wound down | |
| C•••••• C••••• L•••••• P••••••••• ADV: Real Estate Fund | buyout or unlabelled | unknown | $24.1M as of Sep 22, 2016 | no Form D | Wound down | |
| G• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $15.6M as of Mar 30, 2018 | no Form D | Wound down | |
| G• D••• I••••••••• E•••••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $11.9M as of Mar 30, 2026 | $0 | Unknown | |
| G• P••••••• S••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.3M as of Mar 30, 2018 | no Form D | Wound down | |
| G• Z••• F••••• L• | Feeder or parallel | unknown | unknown | no reporting | $0 | Fundraising |
| G• C••••••••• V•••••• | Continuation vehicle | unknown | unknown | no reporting | no Form D | Unknown |
| S•••• O••••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| G• P••••••• E•• E•• G•••• C•••••••• L• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Unknown |
| F•••• O••••••••• I• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| P•••••• O••••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| F•••• O••••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| E••••••• O••••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| L••••••••• O••••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| G• Z••• H••••••• L• | Feeder or parallel | unknown | unknown | no reporting | $0 | Fundraising |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
22 current, 10 former, 4 not confirmed current
- Managing Director · since Jan 1, 2020
- Managing Director · since Mar 1, 2021
- Managing Director · since Feb 1, 2018
- Managing Director · since Dec 1, 2010
- Managing Director
Full team · 22 peoplegrouped by role, with sources
Partner (15)
- A••• Y•••• · Managing Director · since Jan 1, 2020 Form ADV
- B•••••• P•••••• S••••••• · Managing Director · since Mar 1, 2021 Form ADV
- D•••• R•••••• K••••• · Managing Director · since Feb 1, 2018 Form ADV Press release Press release
- J••• S••• · Managing Director · since Dec 1, 2010 Form ADV
- J•••• S•••• · Managing Director · start date unknown Press release
- J••••• V••••• S•••• · Managing Director · since Jan 1, 2024 Form ADV
- J•••••••• S••• · Managing Director · since Feb 1, 2019 Form ADV
- M••• D• P••••••• · Managing Director · since Jul 1, 2018 Form ADV Press release Press release Press release
- M•••••• G•••• B••••• · Managing Director · since Nov 1, 2022 Form ADV
- P••••• Y•• · Managing Director · since Jun 1, 2017 Form ADV
- S••• H••• C•• · Managing Director · since Dec 1, 2007 Form ADV
- S••• R• T••••• · Managing Director · since Jan 1, 2023 Form ADV
- S••••• R•••••••• · Managing Director · since Jan 1, 2022 Form ADV Press release Press release
- T••• P• L•• · Managing Director · since Jan 1, 2020 Form ADV
- T••••• R• P•••••• · Managing Director · since May 1, 2014 Form ADV Press release Press release
Principal (3)
- J••• C••••• · Principal · start date unknown Press release
- M••• K•••••• · Principal · start date unknown Press release
- P•••••• L••••• · Director · start date unknown Press release
Board or advisory (1)
- R•••••• A•••• M••••••• · Trustee · since Jul 1, 2005 Form ADV
Platform (3)
- A••• Y•• · Chief Financial Officer · since Oct 1, 2021 Form ADV
- D•••• A•••••• S••••• · Managing Director, Chief Compliance Officer · since Mar 1, 2014 Form ADV
- J•• G••••• P••••• · Real Estate Cfo · since Feb 1, 2018 Form ADV
4 named earlier, not confirmed current
- D•••• M••• · Managing DirectorNamed in a press release dated 2020-09-16; no later source lists this role
- H••• C•• · Managing Director and Co-Head of Private EquityNamed in a press release dated 2021-09-21; no later source lists this role
- J••• S••• · Managing DirectorNamed in a press release dated 2021-09-21; no later source lists this role
- J••• S••••••• · Managing DirectorNamed in a press release dated 2020-04-28; no later source lists this role
10 former (kept with end dates)
- F•••••••• A•••••••• F••••• · Trustee · Dec 1, 2007 to Mar 30, 2018 Inference
- D•••• E• M••• · Managing Director · Feb 1, 2015 to Mar 31, 2023 Inference
- G•••••• A••• V••••••••• · Managing Director · Mar 1, 2013 to Mar 30, 2018 Inference
- H••••• C••••• P••• · Managing Director · Jan 1, 2005 to Mar 29, 2024 Inference
- J••• P•••• S••••••• · Managing Director · Aug 1, 2019 to Mar 29, 2024 Inference
- R•••• B••••••••• B••••••••• · Managing Director · Jan 1, 2020 to Nov 8, 2021 Inference
- S•••••• M•••••• S•••• · Managing Director · Jun 1, 2018 to Mar 31, 2021 Inference
- C••• A••••••• · Chief Compliance Officer · Feb 1, 2012 to Mar 11, 2014 Inference
- R•• S•••• K••••• · Chief Financial Officer · Aug 1, 2014 to Nov 8, 2021 Inference
- S•••• B••••••••• · Chief Human Resource Officer · Oct 1, 2018 to Nov 8, 2021 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 34 portfolio relationships and 34 transactions are on this record.
37 on record, newest first · 28 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | O•••••• H••••••• I••• | Majority investment | Sponsor (confirmed) | active held 1 month | J•••• S•••• (confirmed) | g•••••••••.com |
| Jun 1, 2026 | H•• F••••••••• M••••••••• | Majority investment | Sponsor (confirmed) | active held 4 months | unknown | prnewswire.com |
| May 7, 2026 | C••••••• D••••••••• a•• M••••••••• O••••••••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | g•••••••••.com |
| Mar 4, 2026 | T•• B••••••••• D••• C•••••• | Platform acquisition | Sponsor (confirmed) | active held 7 months | unknown | g•••••••••.com |
| Dec 17, 2025 | N••••••• | Platform acquisition | Sponsor (confirmed) | active held 9 months | unknown | g•••••••••.com |
All 37 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | O•••••• H••••••• I••• | Majority investment | Sponsor (confirmed) | active held 1 month | J•••• S•••• (confirmed) | g•••••••••.com |
| Jun 1, 2026 | H•• F••••••••• M••••••••• | Majority investment | Sponsor (confirmed) | active held 4 months | unknown | prnewswire.com |
| May 7, 2026 | C••••••• D••••••••• a•• M••••••••• O••••••••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | g•••••••••.com |
| Mar 4, 2026 | T•• B••••••••• D••• C•••••• | Platform acquisition | Sponsor (confirmed) | active held 7 months | unknown | g•••••••••.com |
| Dec 17, 2025 | N••••••• | Platform acquisition | Sponsor (confirmed) | active held 9 months | unknown | g•••••••••.com |
| Dec 2, 2025 | D••••• G•••• | Platform acquisition | Sponsor (confirmed) | active held 10 months | unknown | g•••••••••.com |
| Feb 25, 2025 | E••••• | Majority investment | Sponsor (confirmed) | active held 1.6 years | T••••• R• P•••••• (confirmed) | g•••••••••.com |
| Oct 21, 2024 | M••••• S•••••• I••••••••• P••••••• | Growth investment | Sponsor (confirmed) | active held 1.9 years | unknown | g•••••••••.com |
| Sep 12, 2024 | e•••••••• S•••••••• | Growth investment | Sponsor (confirmed) | active held 2.0 years | D•••• R•••••• K••••• (confirmed) | g•••••••••.com |
| Jul 1, 2024 | P••• S••••• C•••••• | Growth investment | Sponsor (confirmed) | active held 2.2 years | unknown | g•••••••••.com |
| Dec 19, 2023 | D•• C••••••••• | Platform acquisition | Sponsor (confirmed) | active held 2.8 years | unknown | g•••••••••.com |
| Sep 14, 2023 | A••• | Platform acquisition | Sponsor (confirmed) | active held 3.0 years | unknown | g•••••••••.com |
| Apr 19, 2023 | A•••• T•••••••• C••••••••• | Platform acquisition | Sponsor (confirmed) | active held 3.4 years | unknown | g•••••••••.com |
| Apr 18, 2023 | 4•••• D•••• S•••••• D•••• | Platform acquisition | Sponsor (confirmed) | active held 3.4 years | P•••••• L••••• (confirmed) | g•••••••••.com |
| Apr 12, 2023 | 1•••• C••••• B•••••••• | Platform acquisition | Sponsor (confirmed) | active held 3.5 years | unknown | g•••••••••.com |
| Feb 2, 2023 | R••• B•••••••• | Platform acquisition | Sponsor (confirmed) | active held 3.6 years | unknown | g•••••••••.com |
| Sep 29, 2022 | P•••••• L••• S••••••• P••••••••• | Platform acquisition | Sponsor (confirmed) | active held 4.0 years | J••• S••••••• (confirmed) | g•••••••••.com |
| Apr 29, 2022 | G•• T••••••••• H••••••• I••• | Platform acquisition | Sponsor (confirmed) | active held 4.4 years | S••••• R•••••••• (confirmed) | g•••••••••.com |
| Nov 9, 2021 | I••••••• | Growth investment | Seller (confirmed) | not in the portfolio read | unknown | g•••••••••.com |
| Nov 1, 2021 | G• P••••••• | Platform acquisition | Target (confirmed) | not in the portfolio read | unknown | g•••••••••.com |
| Oct 19, 2021 | G•••••• C•••••• | Platform acquisition | Sponsor (confirmed) | active held 4.9 years | unknown | g•••••••••.com |
| Sep 21, 2021 | P•••••• G••••• I•••••••• S••••••• | Majority recapitalization | Sponsor (confirmed) | active held 5.0 years | H••• C•• (confirmed) | g•••••••••.com |
| Sep 14, 2021 | L•••••••• | Platform acquisition | Sponsor (confirmed) | active held 5.0 years | M••• D• P••••••• (confirmed) | g•••••••••.com |
| Apr 19, 2021 | A••• | Growth investment | Sponsor (confirmed) | active held 5.4 years | S••••• R•••••••• (confirmed) | g•••••••••.com |
| Apr 8, 2021 | O•••••• | Platform acquisition | Sponsor (confirmed) | active held 5.5 years | M••• D• P••••••• (confirmed) | g•••••••••.com |
| Nov 23, 2020 | V•••• L••••• | Platform acquisition | Sponsor (confirmed) | active held 5.8 years | H••• C•• (confirmed) | g•••••••••.com |
| Oct 19, 2020 | V••• B•••••••• | Platform acquisition | Sponsor (confirmed) | active held 5.9 years | M••• D• P••••••• (confirmed) | oakhill.com |
| Sep 16, 2020 | S•••••• | Platform acquisition | Sponsor (confirmed) | active held 6.0 years | D•••• M••• (confirmed) | g•••••••••.com |
| Sep 15, 2020 | G• P••••••• | Platform acquisition | Target (confirmed) | not in the portfolio read | unknown | g•••••••••.com |
| Aug 26, 2020 | C••••••• I••• I••• | Platform acquisition | Sponsor (confirmed) | active held 6.1 years | D•••• R•••••• K••••• (confirmed) | g•••••••••.com |
| Jun 2, 2020 | B••• S••••• | Majority investment | Sponsor (confirmed) | active held 6.3 years | unknown | g•••••••••.com |
| Apr 28, 2020 | S•••••••• S•••••• C••••• | Platform acquisition | Sponsor (confirmed) | active held 6.4 years | J••• S••••••• (confirmed) | g•••••••••.com |
| Jan 16, 2020 | D• F•••••••• L•• | Majority investment | Sponsor (confirmed) | active held 6.7 years | unknown | g•••••••••.com |
| Mar 13, 2018 | T••••••••• | Sponsor to sponsor | Sponsor (confirmed) | unknown | unknown | aquiline.com |
| date unknown | D••••••••• | Portfolio relationship | Role unknown | exited exited Apr 3, 2025 | unknown | Fact Press release |
| date unknown | a• F••• s••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••••• G•••• A•••••••• A•••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
Placement agents, lenders, advisers and co-investors
62 relationships
Placement agents (17)
- U•• S••••••••• L•• 5 shared · very strong · last Jan 1, 2018
- F•••••• C•••••• P••••••• L••• 4 shared · strong · last Jan 1, 2024
- P•• P••••••• L• 4 shared · strong · last Jan 1, 2024
- P••• H••• G•••• L•• 4 shared · strong · last Jan 1, 2021
- M•••••• L•••• I••••••••• • C•• C••• 3 shared · strong · last Jan 1, 2014
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 3 shared · strong · last Jan 1, 2014
- H••• A••••••••• I••••••••• L•••••• 3 shared · strong · last Jan 1, 2014
- D•••••• • C•••••• L•• 2 shared · recurring · last Jan 25, 2024
- 5• N•••• C•••••• G••• 2 shared · recurring · last Jan 25, 2024
- S• S••••••••• L•• 2 shared · recurring · last Jan 25, 2024
- 5• N•••• C•••••• G••• 2 shared · recurring · last Jan 1, 2024
- V••••••• C••••••• A••••••••• G•••••• d• F•••••• S••• 2 shared · recurring · last Jan 25, 2024
- E••••••• G•••• L••••• 2 shared · recurring · last Apr 1, 2021
- M••••••• A••••••• F••••• 2 shared · recurring · last Jan 25, 2024
- C••••••• L•••••• • C•• I••• 2 shared · recurring
- A•• C•••••• M••••••••• G••• 2 shared · recurring · last Jan 1, 2024
- H••• A••••••••• I••••••••• L•••••• 1 shared · one time · last Jan 1, 2014
Financial advisers (30)
- E••••••• 3 shared · strong · last Sep 1, 2026
- H••••••• L•••• 2 shared · recurring · last Dec 2, 2025
- J• P• M••••• 2 shared · recurring · last Sep 12, 2024
- B••••••• 2 shared · recurring · last Feb 2, 2023
- S••••• 2 shared · recurring · last Dec 17, 2025
- F••• A••••• 2 shared · recurring · last Jun 1, 2026
- G•••••• S•••• • C•• L•• 2 shared · recurring · last Apr 29, 2022
- R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Sep 1, 2026
- L••••• M••••• M••••• L•• 1 shared · one time · last Jun 2, 2020
- W•••••• B•••• 1 shared · one time · last Jul 1, 2024
- C••••• S••••• 1 shared · one time · last Apr 29, 2022
- T• S••••••••• 1 shared · one time · last Dec 19, 2023
- J•••••••• L•• 1 shared · one time · last Sep 16, 2020
- H••••• W••••••• • C•• 1 shared · one time · last Mar 13, 2018
- M••••••••• 1 shared · one time · last Sep 21, 2021
- Q••••••• P••••••• 1 shared · one time · last Feb 25, 2025
- U•• S••••••••• L•• 1 shared · one time · last Sep 16, 2020
- R•• C•••••• M••••••• L•• 1 shared · one time · last Oct 19, 2020
- M••••• S•••••• • C•• L•• 1 shared · one time · last Sep 21, 2021
- C••• B••••••• 1 shared · one time · last Aug 26, 2020
- G••••••••• S••••••••• L•• 1 shared · one time · last Sep 12, 2024
- B••• S••••••••• I••• 1 shared · one time · last Apr 19, 2023
- L•••••• P••••••• 1 shared · one time · last Sep 12, 2024
- M••••• • C•••••• L•• 1 shared · one time · last May 7, 2026
- C••• 1 shared · one time · last Oct 21, 2024
- W•••••• B•••• • C••••••• L••••• 1 shared · one time · last Oct 19, 2021
- J••••••• C•••••••• F•••••• 1 shared · one time · last Sep 21, 2021
- B•••• 1 shared · one time · last Aug 26, 2020
- D••••••• B••• 1 shared · one time · last Nov 23, 2020
- B••• S••••• G•••• L•• 1 shared · one time · last Sep 14, 2021
Legal advisers (15)
- R•••• • G••• L•• 8 shared · very strong · last Sep 1, 2026
- K••••••• • E•••• L•• 6 shared · very strong · last Oct 21, 2024
- P••• H•••••••• L•• 3 shared · strong · last Sep 14, 2021
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Dec 19, 2023
- H•••• L•••••• 1 shared · one time · last Sep 14, 2021
- C••••• H••• • S•••••• L•• 1 shared · one time · last Sep 12, 2024
- K••••• M••••• R••••••• L•• 1 shared · one time · last Sep 21, 2021
- G•••••• • M••••• L•• 1 shared · one time · last Oct 19, 2020
- F•••• F•••• 1 shared · one time · last Jul 1, 2024
- M•••••• L•• 1 shared · one time · last Apr 8, 2021
- W••••• R•••••• 1 shared · one time · last Aug 26, 2020
- T••• S••••••••• • H•••••••• L•• 1 shared · one time · last Dec 19, 2023
- D•• P•••• 1 shared · one time · last Sep 1, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last Mar 13, 2018
- W•••••• • G••••••• L•• 1 shared · one time · last Dec 17, 2025
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
4 LPs, 9 disclosed commitments
- 2025-06-30C••••••••• S•••• T•••••••• R••••••••• S•••••3 commitments to 1 fund · $700M disclosed
- W••••••••• S•••• I••••••••• B••••3 commitments to 2 funds · $700M disclosed
- O••••• P••••• E•••••••• R••••••••• F•••2 commitments to 2 funds · $350M disclosed
- C••••••••• P••••• E••••••••• R••••••••• S•••••1 commitment to 1 fund · $150M disclosed
All 9 commitmentsgrouped by LP, largest first
C••••••••• S•••• T•••••••• R••••••••• S••••• $700M disclosed
- in G• P••••••• F••• V• L• $300M calstrs.com
- in G• P••••••• F••• V• L• $250M calstrs.com
- fund not resolved $150M calstrs.com
W••••••••• S•••• I••••••••• B•••• $700M disclosed
- in G• P••••••• F••• V• L• $300M sib.wa.gov
- in G• P••••••• F••• V• L• $250M sib.wa.gov
- in G• P••••••• F••• I• L••• $150M sib.wa.gov
O••••• P••••• E•••••••• R••••••••• F••• $350M disclosed
- in G• P••••••• F••• V• L• $250M oregon.gov
- in G• P••••••• F••• I• L••• $100M oregon.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• $150M disclosed
Events
41 not already shown above, of 60 most recent
- Sep 1, 2026••• Locked
- Sep 1, 2026••• Locked
- May 7, 2026••• Locked
- Mar 30, 2026••• Locked
- Mar 4, 2026••• Locked
Full timeline · 60 eventsnewest first, including the LP commitments and deals above
- Sep 1, 2026••• Locked
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- Nov 1, 2021••• Locked
Across the graphs
G• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Allocators1Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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