DFX Intelligence
Private Equity Intelligence
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Firms / S••••••••• M••••••••• I••
S••••••••• M••••••••• I••
Fund of funds · probableLower middle marketJupiter, FLSEC exempt reporting adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2021-09-07
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 5, 2018 to Sep 7, 2021
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $63.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $98.1Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2021-09-07, latest gav Other Private Fund $15.0M, Private Equity Fund $63.6M, Venture Capital Fund $19.5M, latest counts Other Private Fund 2, Private Equity Fund 6, Venture Capital Fund 1, lifetime distinct Other Private Fund 2, Private Equity Fund 6, Venture Capital Fund 1
- Employees
- unknown
- Headquarters
- Jupiter, FL
- Office address
- 601 HERITAGE DRIVE SUITE 220, Jupiter, FL, 33458
- Business phone
- 646-767-7404
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S• V••••••• F••• 9• L•• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $0 as of Sep 7, 2021 | no Form D | Unknown | |
| S• V••••••• F••• 7• L•• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $15.0M as of Sep 7, 2021 | no Form D | Unknown | |
| S• V••••••• F••• 8• L•• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $15.0M as of Sep 7, 2021 | no Form D | Early deployment | |
| S• V••••••• F••• 5• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $13.5M as of Sep 7, 2021 | no Form D | Early deployment | |
| S• V••••••• F••• 4• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $8.1M as of Sep 7, 2021 | no Form D | Unknown | |
| S• V••••••• F••• 3• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $7.6M as of Sep 7, 2021 | no Form D | Early deployment | |
| S• V••••••• F••• 2• L•• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $14.8M as of Sep 7, 2021 | no Form D | Active deployment | |
| S• V••••••• F••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.6M as of Sep 7, 2021 | no Form D | Unknown |
Team
1 current, 2 former
Principal (1)
- B•••• K•••• M•••••••• · Director · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- M•••••• A•••••••• C••••••••• · President · May 1, 2017 to Feb 27, 2019 Inference
- E••• D••••• L••••• · Manager · Jan 1, 2018 to Sep 7, 2021 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
31 relationships
Placement agents (31)
- S• F•••••••• 7 shared · very strong · last Jan 1, 2021
- H••• O•• 6 shared · very strong · last Jan 1, 2021
- G•• E••••• 6 shared · very strong · last Jan 1, 2021
- W••••• C•••••• M••••••••• L•• 5 shared · very strong · last Jan 1, 2020
- A••• B•••• 5 shared · very strong · last Jan 1, 2020
- C••• C•••••• P••••••• L•• 5 shared · very strong · last Jan 1, 2020
- F••• M•••••••• 4 shared · strong · last Jan 1, 2021
- F•••• V•••••• 4 shared · strong · last Jan 1, 2020
- A••• C•••••• L••• 4 shared · strong · last Jan 1, 2021
- S••••••••• G•••• L•• 4 shared · strong · last Jan 1, 2021
- L••••••• S•••• 3 shared · strong · last Jan 1, 2019
- J••• M•••• 3 shared · strong · last Jan 1, 2019
- L•• C••• 3 shared · strong · last Jan 1, 2021
- T••••• S•••• 3 shared · strong · last Jan 1, 2019
- C•••• C•••••• M••••••••• L•• 3 shared · strong · last Jan 1, 2019
- A••••••• M••••••••• 3 shared · strong · last Jan 1, 2021
- R••••• K••••• 3 shared · strong · last Jan 1, 2019
- M••••• N••• 2 shared · recurring · last Jan 1, 2019
- I•• G•••• 2 shared · recurring · last Jan 1, 2020
- E•••••••• G••••• L•• 2 shared · recurring · last Jan 1, 2021
- M••••• T•••••• 2 shared · recurring · last Jan 1, 2021
- G•• D••••• 2 shared · recurring · last Jan 1, 2020
- 2••• C•••••• G••• • S••••• 2 shared · recurring · last Jan 1, 2021
- A• D•••• C•••••• 2 shared · recurring · last Jan 1, 2021
- L•• C•••••• 1 shared · one time · last Jan 1, 2020
- K•••• G•••••••• 1 shared · one time · last Jan 1, 2019
- V•••••• L•• 1 shared · one time · last Jan 1, 2021
- I••••••••• N••••••• I••• 1 shared · one time · last Jan 1, 2021
- A•••• G•••••• 1 shared · one time · last Jan 1, 2019
- M••••• G••••••••• S••••••• L•• 1 shared · one time · last Jan 1, 2020
- M••••••• C•••••• G•••• 1 shared · one time · last Jan 1, 2021
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
- Feb 5, 2018S••••••••• M••••••••• I•• first filed Form ADV in the extract (ERA)
Across the graphs
S••••••••• M••••••••• I•• is the same institution as 2 records in Venture Capital and Independent Sponsors.
Venture Capital1Independent Sponsors1
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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