DFX Intelligence
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O•••• M••••••••• P••••••• L•••
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.7B
- PE fund assets
- $2.9B
- PE funds
- 17
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $20.0M to $250MEBITDA from $5.0MSectors industrials,consumerGeography North AmericaControl minority
- Graphs 2
- Placement agents 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.92bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 15, 2026
- RAUM
- $3.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $2.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $2.9B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 15
- Employees
- 232
- Headquarters
- Toronto, Canada
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- industrials, consumer
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- from $5.0M
- Enterprise value
- $50.0M to $500M
- Equity check
- $20.0M to $250M
- Control
- minority
- Thesis
- ••• Locked
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
15 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $666M as of Mar 28, 2024 | no Form D | Unknown | |
| O•••• P•••••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $24.7M as of Mar 28, 2024 | no Form D | Unknown | |
| O•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $937M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| O••• P••••••• •••••• I• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $850M as of Mar 28, 2024 | no Form D | Mature | |
| O•••• I• S••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $12.1M as of Mar 28, 2024 | no Form D | Mature | |
| O•••• T••• H••••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $462,396 as of Mar 31, 2021 | no Form D | Wound down | |
| O••• P••••••• I••••••••• •••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $101M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $96.1M as of Mar 28, 2024 | no Form D | Harvest | |
| O••• P••••••• •••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $78.6M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $78.4M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• I•• ••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $51.4M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• ••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $21.6M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• ••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.9M as of Mar 28, 2024 | no Form D | Harvest | |
| O•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Mar 30, 2012 | no Form D | Wound down | |
| O•••• ••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $200,000 as of Mar 30, 2012 | no Form D | Wound down |
Team
4 current, 3 former
Partner (1)
- G••••• W•••••• S••••••• · Shareholder · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- C••••••••• a• G•••• · Director (O•••• M••••••••• I• U••) · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•••• L•• · Director (O•••• M••••••••• I• U••) · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- Y•••• F•••• · Chief Compliance Officer · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- G•••••• O• B••••• · Managing Partner And Co-Head · Jan 1, 2020 to Mar 31, 2023 Inference
- A••••• J••••••• S•••••• · Director (O•••• M••••••••• I•••) · Feb 1, 2004 to Mar 28, 2013 Inference
- A•••••• M••• · Director (O•••• M••••••••• I•••) · Jul 1, 2012 to Feb 1, 2017 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- G••••••••• E••••• P••••••• 1 shared · one time · last Jan 1, 2024
- C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2012
- F•••• H••• K••• L•••••• 1 shared · one time · last Jan 1, 2024
LP commitments
2 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in O•••• I•• L••• $22.0M calstrs.com
- A••••• P•••••••• F••• C••••••••• in O•••• I• L• $27.3M apfc.org
Events
10 most recent
- May 15, 2026••• Locked
- Oct 23, 2025••• Locked
- Jul 15, 2025••• Locked
- Apr 7, 2025••• Locked
- Mar 25, 2025••• Locked
- Dec 10, 2024••• Locked
- Jun 3, 2024••• Locked
- May 17, 2023••• Locked
- Jul 5, 2022••• Locked
- Mar 30, 2012••• Locked
Across the graphs
O•••• M••••••••• P••••••• L••• is the same institution as 2 records in RIA and Wealth and Allocators.
RIA and Wealth1Allocators1
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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