DFX Intelligence
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P•••••• C•••••• M••••••••• L•
Fund of fundsClassification probableLarge capSEC registered investment adviser· Irvine, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $98B
- PE fund assets
- $43B
- PE funds
- 103
- Investments held
- 0 of 5
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 15 Sep 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- 1 deal180 days
1 deal since 9 Jun 2026: bought P•••••• C•••••• M••••••••• L• (platform, 9 Jun).
What it is buying now is the best guide to what it will buy next.
- +11funds on Form ADV
P•••••• e••••• funds on its Form ADV went from 92 to 103 (+11).
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 basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- 92 of 107 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Large capdefined by: proxy: $42.94bn Private Equity Fund GAV on the Form ADV filed 2026-06-30
- Strategies
- Secondaries
Classification history (2)
- Sep 23, 2026Fund of funds (probable, 75%)92 of 107 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%)92 of 92 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $98B · 103 PE funds · filed Jun 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 28, 2012 to Jun 30, 2026
- RAUM
- $98Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 103
- PE fund GAV, latest filing
- $43Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $43Bevery private fund type, latest filing
- 2024 PE fund GAV
- $43Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 103 funds, $43B reported gross assets, 106 ever reported
- Employees
- 235
- Headquarters
- Irvine, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · 5 observed dealsShowHide
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
- On record
- 5 companies, 5 holdings
- Deal roles
- 5 with role not stated
- Control
- 5 not stated
5 companies on the graph (0 transactions); no dated observations
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.
79 families, 107 vehicles on record
P•••••• S••••• F•••• L• • S••••• a• · 1 vehicle · vintage 2024$630M
- P•••••• S••••• F•••• L• • S••••• a• Feeder or parallel · 2024$630M
P•••••• P•••••• E••••• F••• I••• L•• · 3 vehicles · vintage 2019$4.0B
- P•••••• P•••••• E••••• F••• I••• L•• Fund of funds · 2019$3.8B
- P•••••• P•••••• E••••• F••• I••••• L• Fund of funds$153M
- P•••••• P•••••• E••••• F••• I•• A••• L• Fund of funds$9.0M
P•••••• P•••••• C••••• F••• I•• L• · 1 vehicle · vintage 2019$3.0B
- P•••••• P•••••• C••••• F••• I•• L• Fund of funds · 2019$3.0B
P•••••• P•••••• E••••• F••• X•••• L• · 2 vehicles · vintage 2019$961M
- P•••••• P•••••• E••••• F••• X•••••• L• Fund of funds · 2019$752M
- P•••••• P•••••• E••••• F••• X•••• L• Fund of funds$209M
P•••••• P•••••• E••••• F••• X•• • F•• L• · 2 vehicles · vintage 2019$605M
- P•••••• P•••••• E••••• F••• X•• • F•• L• Fund of funds · 2019$448M
- P•••••• P•••••• E••••• F••• X•• • F•• L• Fund of funds · 2019$157M
Co-investment vehicles · 7 vehicles · vintage 2021$3.0B
- P•••••• C••••••••• P••••••• F••• V• L• Fund of funds · 2021$1.6B
- P•••••• P•••••• E••••• F••• X••• C••••••••• L• Fund of funds · 2019$686M
- P••••••••• C••••• C••••••••• F•••• L• Fund of funds · 2019$532M
- P•••••• C••••••••• F••• I•• L• Co-investment vehicle · 2023$85.7M
- P•••••• C••••••••• F•••• L• Fund of funds · 2020$79.3M
- P•••••• C••••••••• P••••••• F••• V••• L• Co-investment vehicle · 2025$0
- P•••••• C••••••••• P••••••• F••• V•• L• Fund of funds · 2023$0
73 smaller families are in the full list of vehicles.
View all 107 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• S••••• F•••• L• • 2••• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2025 Form D first sale | $338M as of Jun 30, 2026 | $355M | Unknown | |
| P•••••• M••••••• I••••••••• I• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2025 Form D first sale | $89.9M as of Jun 30, 2026 | $90.1M | Unknown | |
| T••••••••• G••••• O••••••••• U•• F••• X• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2025 Form D first sale | $0 as of Jun 30, 2026 | $200M | Unknown | |
| P•••••• C••••••••• P••••••• F••• V••• L• ADV: P•••••• E••••• Fund | Co-investment vehicle | 2025 Form D first sale | $0 as of Jun 30, 2026 | $35.4M | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• X• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2025 Form D first sale | $0 as of Jun 30, 2026 | $27.0M | Unknown | |
| P•••••• S••••• F•••• L• • S••••• a• ADV: P•••••• E••••• Fund | Feeder or parallel | 2024 Form D first sale | $630M as of Jun 30, 2026 | $525M | Unknown | |
| P•••••• S•••••••• O•••••• F•••• L• ADV: P•••••• E••••• Fund | Secondaries fund | 2024 Form D first sale | $305M as of Jun 30, 2026 | $301M | Unknown | |
| P•••••• S••••• S••••••••• F••• I•• L• ADV: P•••••• E••••• Fund | Secondaries fund | 2024 Form D first sale | $242M as of Jun 30, 2026 | $231M | Unknown | |
| P•••••• P•••••• E••••• F••• I•••••••• 1•• L• ADV: P•••••• E••••• Fund | Buyout fund | 2024 Form D first sale | $144M as of Jun 30, 2026 | $144M | Unknown | |
| T••••••••• G••••• O••••••••• U•• F••• I•• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2024 Form D first sale | $131M as of Jun 30, 2026 | $155M | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• I•• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2024 Form D first sale | $27.0M as of Jun 30, 2026 | $25.1M | Unknown | |
| T••••••••• G••••• O••••••••• U•• F••• V•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2023 Form D first sale | $162M as of Jun 30, 2026 | $186M | Unknown | |
| P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2023 Form D first sale | $103M as of Jun 30, 2026 | $100M | Unknown | |
| P•••••• C••••••••• F••• I•• L• ADV: P•••••• E••••• Fund | Co-investment vehicle | 2023 Form D first sale | $85.7M as of Jun 30, 2026 | $90.9M | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2023 first reported on Form ADV | $48.2M as of Jun 30, 2026 | no Form D | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• V•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2023 Form D first sale | $29.4M as of Jun 30, 2026 | $28.0M | Unknown | |
| P•••••• C••••••••• P••••••• F••• V•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2023 first reported on Form ADV | $0 as of Jul 5, 2024 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2022 Form D first sale | $880M as of Jun 30, 2026 | $879M | Unknown | |
| P•••••• P•••••• E••••• F••• I•••••••• 1•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2022 Form D first sale | $314M as of Jun 30, 2026 | $264M | Active deployment | |
| T••••••••• G••••• O••••••••• U•• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2022 Form D first sale | $214M as of Jun 30, 2026 | $171M | Unknown | |
| P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2022 Form D first sale | $77.3M as of Jun 30, 2026 | $75.4M | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• V•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2022 first reported on Form ADV | $72.0M as of Jun 30, 2026 | no Form D | Active deployment | |
| P•••••• C••••••••• P••••••• F••• V• L• ADV: P•••••• E••••• Fund | Fund of funds | 2021 Form D first sale | $1.6B as of Jun 30, 2026 | $1.0B | Active deployment | |
| T••••••••• G••••• O••••••••• U•• F••• V•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2021 Form D first sale | $402M as of Jun 30, 2026 | $401M | Active deployment | |
| P•••••• S•••••••• C••••• F••• I••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2021 Form D first sale | $301M as of Jun 30, 2026 | $250M | Active deployment | |
| T••••••••• G••••• O••••••••• U•• F••• V• L• ADV: P•••••• E••••• Fund | Fund of funds | 2020 Form D first sale | $342M as of Jun 30, 2026 | $267M | Active deployment | |
| P•••••• S••••• S••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2020 Form D first sale | $163M as of Jun 30, 2026 | $151M | Mature | |
| T••••••••• G••••• O••••••••• E•• F••• V• L• ADV: P•••••• E••••• Fund | Fund of funds | 2020 Form D first sale | $84.3M as of Jun 30, 2026 | $59.1M | Active deployment | |
| P•••••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2020 Form D first sale | $79.3M as of Jun 30, 2026 | $73.4M | Mature | |
| P•••••• P•••••• E••••• F••• I••• L•• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $3.8B as of Jun 30, 2026 | $1.1B | Unknown | |
| P•••••• P•••••• C••••• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $3.0B as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $1.1B as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X•••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $752M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X••• C••••••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $686M as of Jun 30, 2026 | $300M | Unknown | |
| P••••••••• C••••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 first reported on Form ADV | $532M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X•• • F•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $448M as of Jun 30, 2026 | no Form D | Unknown | |
| T••••••••• G••••• O••••••••• U•• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $426M as of Jun 30, 2026 | no Form D | Mature | |
| P•••••• P•••••• E••••• F••• X•• • F•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $157M as of Jun 30, 2026 | no Form D | Unknown | |
| T••••••••• G••••• O••••••••• E•• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2019 Form D first sale | $73.7M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 Form D first sale | $923M as of Jun 30, 2026 | $823M | Mature | |
| P•••••• P•••••• E••••• F••• C•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 Form D first sale | $768M as of Jun 30, 2026 | $753M | Harvest | |
| T••••••••• G••••• O••••••••• U•• F••• I••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 Form D first sale | $678M as of Jun 30, 2026 | no Form D | Mature | |
| P••••••••• T••••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund | buyout or unlabelled | 2018 Form D first sale | $537M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• I•••••••• 9• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 first reported on Form ADV | $368M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 Form D first sale | $358M as of Jun 30, 2026 | no Form D | Mature | |
| T••••••••• G••••• O••••••••• E•• I•• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2018 Form D first sale | $103M as of Jun 30, 2026 | no Form D | Unknown | |
| T••••••••• G••••• O••••••••• U•• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $511M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•••••••• 1•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $416M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X•••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $215M as of Jun 30, 2026 | no Form D | Mature | |
| T••••••••• D•••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $136M as of Jun 30, 2026 | $110M | Mature | |
| T••••••••• S•••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $132M as of Jun 30, 2026 | no Form D | Harvest | |
| T••••••••• G••••• O••••••••• E•• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $101M as of Jun 30, 2026 | no Form D | Harvest | |
| T••••••••• G••••• O••••••••• E•• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2017 Form D first sale | $87.0M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2016 Form D first sale | $1.1B as of Jun 30, 2026 | no Form D | Mature | |
| T••••••••• G••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2016 Form D first sale | $547M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• S••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2016 Form D first sale | $48.7M as of Jun 30, 2026 | no Form D | Harvest | |
| T••••••••• M••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2016 Form D first sale | $13.7M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• I•••••••• 8• L• ADV: P•••••• E••••• Fund | Fund of funds | 2015 Form D first sale | $441M as of Jun 30, 2026 | no Form D | Harvest | |
| G•••••• P•••••• E••••• F•••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2015 Form D first sale | $408M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2014 first reported on Form ADV | $9.7B as of Jun 30, 2026 | no Form D | Mature | |
| P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2014 Form D first sale | $355M as of Jun 30, 2026 | $6.3B | Active deployment | |
| P•••••• P•••••• E••••• F••• C•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2014 Form D first sale | $247M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2013 Form D first sale | $762M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•••••••• 7• L• ADV: P•••••• E••••• Fund | Fund of funds | 2013 Form D first sale | $200M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•••••••• 6• L• ADV: P•••••• E••••• Fund | Fund of funds | 2011 Form D first sale | $110M as of Jun 30, 2026 | no Form D | Harvest | |
| G•••••• P•••••• E••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2010 Form D first sale | $132M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• 2•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2009 Form D first sale | $123M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• 2•••• L• ADV: P•••••• E••••• Fund | Fund of funds | 2007 year in the fund name | $130M as of Jun 30, 2026 | no Form D | Unknown | |
| A• C••••• O••••••••• F•••• L••• ADV: P•••••• E••••• Fund | Fund of funds | 2007 Form D first sale | $79.8M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $3.7B as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $266M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $209M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• V••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $200M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $179M as of Jun 30, 2026 | no Form D | Mature | |
| P•••••• P•••••• E••••• F••• I••••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $153M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $88.8M as of Jun 30, 2026 | no Form D | Mature | |
| P•••••• P•••••• E••••• F••• I•••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $47.4M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• A••••••• R••••• F•••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $46.5M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $45.7M as of Jun 30, 2026 | no Form D | Harvest | |
| D•• G•••••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $43.4M as of May 21, 2020 | no Form D | Wound down | |
| P•••••• P•••••• E••••• F••• V••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $41.7M as of Jun 30, 2026 | no Form D | Harvest | |
| T•• • P•••••• I••••••••• C•••••• O•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $39.1M as of Jun 30, 2026 | no Form D | Harvest | |
| M••••••• T••••••••• P•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $36.2M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $26.5M as of Jun 30, 2026 | no Form D | Mature | |
| P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $26.0M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F•••••••• S•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $24.7M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X•• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $17.3M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F•••••••• V•••••• C•••••• F•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $17.1M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• I••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $16.2M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $15.0M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $11.7M as of Jun 30, 2026 | no Form D | Harvest | |
| T••••••••• P•••••• E••••• F••• I•• L••• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $11.5M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X•••• A••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $9.1M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• X••••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $9.1M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•• A••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $9.0M as of Jun 30, 2026 | no Form D | Unknown | |
| P•••••• P•••••• E••••• F••• I••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $9.0M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $8.0M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• X•••• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $7.0M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• V•• A••• L• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $6.9M as of Jun 30, 2026 | no Form D | Harvest | |
| P•••••• P•••••• E••••• F••• I•• L•• ADV: P•••••• E••••• Fund | Fund of funds | unknown | $6.8M as of Jun 30, 2026 | no Form D | Harvest |
Showing 100 of 107 funds on this record. Private Equity Intelligence opens the rest of this record's rows.
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
166 current, 11 former
- M••••••• M••••• O• P•••••• C•••••• M••••••••• G• L•• · since Dec 1, 2012
- Managing Director
- Managing Director
- Managing Director
- Managing Director
Full team · 166 peoplegrouped by role, with sources
Managing partner (1)
- K•••• J••• J••••• · M••••••• M••••• O• P•••••• C•••••• M••••••••• G• L•• · since Dec 1, 2012 Form ADV Firm website
Partner (15)
- B•••• P• N••••• · Managing Director · start date unknown Firm website
- C••••• J• L•• · Managing Director · start date unknown Firm website
- D••••• I• R••••••• · Managing Director · start date unknown Firm website
- J••• T• R••••••• · Managing Director · start date unknown Firm website
- J•••• C• J•••••• · Managing Director · start date unknown Firm website
- M••••• S••• · Managing Director · start date unknown Firm website
- M•••••• M• L•••• · Managing Director · start date unknown Firm website
- N••••••• J• S•••••• · Managing Director · start date unknown Firm website
- P••• V••••••••• · Managing Director · start date unknown Firm website
- S••••• G••••• · Managing Director · start date unknown Firm website
- W•••• D• S•••• · Managing Director · start date unknown Firm website
- C••••••••• M• L•••• · Editor and Production Manager · start date unknown Firm website
- H•••• J••••••• · Investment Closing Manager · start date unknown Firm website
- M••••••• M• L••• · Investment Administration Manager · start date unknown Firm website
- V•••••• P• D•• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · since Dec 1, 2012 Form ADV Firm website
Principal (15)
- A••• A• B••••••••• · Principal · start date unknown Firm website
- A•••••••• M•••••••• C•••••• · D••••••• O• P•••••• C•••••• M••••••••• ••• L•••••• · since Dec 1, 2019 Form ADV Firm website
- B•••• W• R••••••••• · Principal · start date unknown Firm website
- B•••••• W• C•••••• · Principal · start date unknown Firm website
- G••• P••• · Principal · start date unknown Firm website
- J••• P••• · Principal · start date unknown Firm website
- J•••• K• Y• · Principal · start date unknown Firm website
- J••••• C• M•••• · Director · start date unknown Firm website
- J•••••• L• B••••• · Principal · start date unknown Firm website
- K•••• W• B•••• · Director · start date unknown Firm website
- M•••••• R• S••••• · Principal · start date unknown Firm website
- M••••••• T• C••••••• · Director · start date unknown Firm website
- S•••• Y••••••• L•• · D••••••• O• P•••••• C•••••• M••••••••• ••• L•••••• · since Dec 1, 2018 Form ADV Firm website
- V••••••• M••••• N••••• · Principal · start date unknown Firm website
- W•••• H• G••••• · Director · start date unknown Firm website
Vice president (22)
- C•••••• T• R••• · Senior Vice President · start date unknown Firm website
- D••••• E• J•••••• · Vice President · start date unknown Firm website
- D••••• W•••••• · Senior Vice President · start date unknown Firm website
- E••••• J• H•••••• · Senior Vice President · start date unknown Firm website
- G••••• K• B••••••••• · Vice President–Valuations · start date unknown Firm website
- H•••• G• S••••• · Vice President · start date unknown Firm website
- J••• T• P••••••• · Vice President · start date unknown Firm website
- J••••• Y• C•••• · Senior Vice President · start date unknown Firm website
- K•••• C• L•• · Senior Vice President · start date unknown Firm website
- K•••••••• G•••••••• · Vice President · start date unknown Firm website
- L••• B•••••• · Senior Vice President · start date unknown Firm website
- M•••••• B••••• · Vice President · start date unknown Firm website
- M•••••• M•••••• · Senior Vice President · start date unknown Firm website
- M•••••• Z• M••••••• · Vice President–Investment Closing · start date unknown Firm website
- P••••• R• S• · Senior Vice President · start date unknown Firm website
- R••• D• H••••• · Vice President · start date unknown Firm website
- T•• B•••• · Senior Vice President · start date unknown Firm website
- T••••• R• M••••••• · Vice President · start date unknown Firm website
- W•• H• B••••••••• · Vice President–Lead Enterprise Architect · start date unknown Firm website
- A••••• ••••••••• M••••• · Vice President–Consultant Relations · start date unknown Firm website
- B•••• M• L••••• · Vice President–Systems Administration · start date unknown Firm website
- J••• P• K••••••• J•• · Vice President–Consultant Relations · start date unknown Firm website
Associate (12)
- A••••• T• P••• · Associate · start date unknown Firm website
- C••••• C••••••• · Associate · start date unknown Firm website
- D••••• V••••••• · Associate · start date unknown Firm website
- J•••• C• S•••••• · Associate · start date unknown Firm website
- K•••• H•••• · Valuation Associate · start date unknown Firm website
- M•••• G••••••• · Associate · start date unknown Firm website
- P••• I•••• · Associate · start date unknown Firm website
- R••• M• J•••• · Associate · start date unknown Firm website
- R••••• G••••••••• · Associate · start date unknown Firm website
- S•••• C••• · Associate · start date unknown Firm website
- S•••• J• L•• · Associate · start date unknown Firm website
- W••• P••••••• · Associate · start date unknown Firm website
Analyst (29)
- A••• D• M•••• · Senior Valuation Analyst · start date unknown Firm website
- A•••• J• M••••• · Senior Investment Analyst · start date unknown Firm website
- A•••• L• F••••••• · Reporting Analyst · start date unknown Firm website
- A••••• M•• · Investment Analyst · start date unknown Firm website
- B•••••• W••• · Senior Investment Analyst · start date unknown Firm website
- B••••••• S•••••• · Investment Analyst · start date unknown Firm website
- C•••• B••• · Senior Reporting Analyst · start date unknown Firm website
- C•••• Y• S•• · Investment Analyst · start date unknown Firm website
- D•••• T••••••• · Senior Investment Analyst · start date unknown Firm website
- D•••• V••••••• · Investment Analyst · start date unknown Firm website
- D••••• R•• · Investment Analyst · start date unknown Firm website
- E••• S•••• · Investment Analyst · start date unknown Firm website
- E•••• L•• · Reporting Analyst · start date unknown Firm website
- E••••• B••••••••• · Investment Analyst · start date unknown Firm website
- H•••• W•••••••• · Senior Investment Analyst · start date unknown Firm website
- H••••• D•••••••• · Investment Analyst · start date unknown Firm website
- I•••• N• · Investment Analyst · start date unknown Firm website
- J••• C•••• · Investment Analyst · start date unknown Firm website
- J••• D•••••• · Senior Investment Analyst · start date unknown Firm website
- J••••• Z••• · Senior Reporting Analyst · start date unknown Firm website
- K••• W••••• · Investment Analyst · start date unknown Firm website
- K••••• H••••••••• · Investment Analyst · start date unknown Firm website
- L•••••• O•••••• · Investment Analyst · start date unknown Firm website
- M••••• C•••• · Senior Investment Analyst · start date unknown Firm website
- M••••••••• L••••• · Reporting Analyst · start date unknown Firm website
- N••• G••••• · Investment Analyst · start date unknown Firm website
- R•••• M• D•••• · Senior Investment Analyst · start date unknown Firm website
- T••• P•••••••• · Investment Analyst · start date unknown Firm website
- Z•••• D••••••••• · Investment Analyst · start date unknown Firm website
Platform (56)
- C•••••• H••••• · Senior ESG Associate · start date unknown Firm website
- A•• V• H••••• · Vice President–Compliance · start date unknown Firm website
- A•••• A• A•••••• J• · SVP–Corporate Finance · start date unknown Firm website
- A•••• K• T••••••• · Senior Vice President & General Counsel · since Jan 1, 2015 Form ADV Firm website
- A•••• M• F•••• · M•••••ing Associate · start date unknown Firm website
- A••••• G••••••• · Compliance Associate · start date unknown Firm website
- A••••• H• K•• · VP–Assistant General Counsel · start date unknown Firm website
- A••••• N• C••••• · Executive Assistant and Office Manager · start date unknown Firm website
- A•••••• P••••••• · Fund Accounting Manager · start date unknown Firm website
- A•••••••• L••••• · Controller · start date unknown Firm website
- B•• S•••••• · Treasury Operations Manager · start date unknown Firm website
- B•••••• P••• · M•••••ing Associate · start date unknown Firm website
- B••••••• S•••• B••••••• · Chief Financial Officer - Corporate · since May 1, 2023 Form ADV Firm website
- C•••••• L• P••••• · VP–Assistant General Counsel · start date unknown Firm website
- D•••• K•• · Counsel · start date unknown Firm website
- E••• G••••••• · Senior Tax Manager · start date unknown Firm website
- E••• L• · Fund Accounting Manager · start date unknown Firm website
- G•••••• A•••••• · Fund Accounting Manager · start date unknown Firm website
- H•• M• K•• · Fund Accounting Manager · start date unknown Firm website
- J••• J• T•••••••• · Senior Controller · start date unknown Firm website
- J••• M• F•••• · Human Resources Manager · start date unknown Firm website
- J••••••• M••••• · Fund Accounting Manager · start date unknown Firm website
- K•••• D••• · SVP–Finance · start date unknown Firm website
- K•••• T• P••• · Tax Manager · start date unknown Firm website
- L•• K•••••••• · Director & Chief Operating Officer · start date unknown Firm website
- L••• L• E••••••• · Assistant Controller · start date unknown Firm website
- L••• Q•• · Controller · start date unknown Firm website
- L••••• L•••• · Operations Manager · start date unknown Firm website
- M•• N• C••••••• · Executive Assistant and Office Manager · start date unknown Firm website
- M••• A• F•••••• · SVP–Corporate Finance · start date unknown Firm website
- M•••• J• D•••• · Vice President–M•••••ing Operations · start date unknown Firm website
- M••••• C••• · M•••••ing Analyst · start date unknown Firm website
- M••••• M•••••••• · Controller · start date unknown Firm website
- M••••• S• D•••• · SVP–Finance · start date unknown Firm website
- M•••••• D• M••••••• · Finance Manager · start date unknown Firm website
- M•••••• Y• P•• · Senior Controller · start date unknown Firm website
- M••••••• H• E••••• · VP–Assistant General Counsel · start date unknown Firm website
- N•••• P•••• · Senior Treasury Operations Manager · start date unknown Firm website
- P••• P••• · Compliance Associate · start date unknown Firm website
- P•••••• Y• K•• · SVP–Finance · start date unknown Firm website
- R••• A••••• · Controller · start date unknown Firm website
- R••• L• S•••••• · SVP–Finance · start date unknown Firm website
- R•••• P•••• · Counsel · start date unknown Firm website
- R•••• V• R•••••• · VP–Assistant General Counsel · start date unknown Firm website
- R••••• J••• N•••••• · Chief Financial Officer - Fund Accounting & Operations · since May 1, 2023 Form ADV Firm website
- R•••••• R•••• · M•••••ing RFP Manager · start date unknown Firm website
- S•••• C• M••••••••• · SVP–Associate General Counsel · start date unknown Firm website
- S••••• A• J•••••• · Corporate Accounting Manager · start date unknown Firm website
- S•••••• S••• · Controller · start date unknown Firm website
- S••••••• A•• H•••••• · Chief Compliance Officer · since Jan 1, 2024 Form ADV Firm website
- T•• R••••• · Counsel · start date unknown Firm website
- T•••• C• C••• · Counsel · start date unknown Firm website
- T••••• J•••• · Controller · start date unknown Firm website
- V••••• F• · Fund Accounting Manager · start date unknown Firm website
- W•• C• C•••• · SVP–Finance · start date unknown Firm website
- W•••• S• · Executive Assistant and Office Manager · start date unknown Firm website
Showing 150 of 166 current members on this record. Private Equity Intelligence opens the rest of this record's rows.
11 former (kept with end dates)
- C••••••• M•••••• · Co-Trustee · Sep 1, 2012 to Aug 24, 2023 Inference
- M••••• L• C•••• · Co-Trustee Of The 2004 C•••• Family Trust · Feb 1, 2006 to May 18, 2012 Inference
- T••••••• G••••• M•••••• · Co-Trustee · Sep 1, 2012 to Aug 24, 2023 Inference
- A••••• M•••••• C•••• · Indirect Owner Of Relying Advisor · Aug 1, 2005 to May 18, 2012 Inference
- A••• M•••• C•••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2015 Inference
- C••••• L••• M•••••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Feb 3, 2014 Inference
- T••••• W•••••• L••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2016 Inference
- C••••• P••• G•••••• · L•••••• P•••••• A•• C•••• F•••••••• O•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Aug 24, 2023 Inference
- M•••••• C••••• D•••••• · G•••••• C•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2015 Inference
- M••• M••••• B••• · L•••••• P•••••• A•• C•••• C••••••••• O•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Feb 16, 2024 Inference
- J•••• E••••• H•••• · D••••••• O• P•••••• C•••••• M••••••••• ••• L•••••• · Feb 1, 2012 to Apr 10, 2019 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. 5 portfolio relationships and 1 transaction are on this record.
6 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | P•••••• C•••••• M••••••••• L• | Platform acquisition | Target (confirmed) | not in the portfolio read | unknown | clearlake.com |
| date unknown | D••••• C•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P•••••• C••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 6 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | P•••••• C•••••• M••••••••• L• | Platform acquisition | Target (confirmed) | not in the portfolio read | unknown | clearlake.com |
| date unknown | D••••• C•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P•••••• C••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- T•••• M••••• A•••• M••••••••• C••• L•• 28 shared · very strong · last Jan 1, 2024
- A••••••• C•••••• G••••• L•• 2 shared · recurring · last Jan 27, 2026
- B••••••••• S•••••••• P•••• L•• 2 shared · recurring · last Jan 1, 2018
- C••••••• P••••••• L• 1 shared · one time · last Jan 1, 2022
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.
1 LPs, 3 disclosed commitments
- O••••• P••••• E•••••••• R••••••••• F•••3 commitments to 2 funds · $1.3B disclosed
All 3 commitmentsgrouped by LP, largest first · 2 repeated rows shown once
O••••• P••••• E•••••••• R••••••••• F••• $1.3B disclosed
Events
3 most recent
- Jun 30, 2026••• Locked
- Jun 9, 2026••• Locked
- Feb 28, 2012••• Locked
Across the graphs
P•••••• C•••••• M••••••••• L• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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.
Checking your plan…
Not yet on record: deals, last 12 months.