DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / M••• S••••• A•••••••
M••• S••••• A•••••••
Venture firm with private equity activity · probableunsizedSanta Monica, CASEC registered investment adviser
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 30 Private Equity Fund(s) among 86 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Mar 28, 2019
- RAUM
- $4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 24
- PE fund GAV, latest filing
- $1.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.4Bevery 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
- 35%
- Fund type mix
- filed 2019-03-28, latest gav Real Estate Fund $175M, Other Private Fund $837M, Private Equity Fund $1.3B, Venture Capital Fund $175M, latest counts Real Estate Fund 14, Other Private Fund 7, Private Equity Fund 24, Venture Capital Fund 19, lifetime distinct Hedge Fund 1, Liquidity Fund 1, Real Estate Fund 19, Other Private Fund 14, Private Equity Fund 30, Venture Capital Fund 21
- Employees
- 14
- Headquarters
- Santa Monica, CA
- Office address
- 3110 MAIN ST, STE 310, Santa Monica, CA, 90405
- Business phone
- 310-392-7607
Stated criteria beside observed behaviour
1 observed deals
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
- roles
- minority 1
- period
- to 2026-05-06, from 2026-05-06, undated holdings 0, dated observations 1
- window
- last unknown, first unknown
- control
- minority 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (0 transactions); observed 2026 to 2026
Funds
46 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| 1••• U••••••••• F••• L• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $252M as of Mar 28, 2019 | no Form D | Mature | |
| M•• M•••••• R•• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $121M as of Mar 28, 2019 | no Form D | Mature | |
| M•• A••••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $70.8M as of Mar 28, 2019 | no Form D | Mature | |
| M•• G•••••• I•••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $22.4M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• G•• I•••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $42.0M as of Mar 28, 2019 | no Form D | Mature | |
| M•• I••••••••• F••• N••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $38.2M as of Mar 28, 2019 | no Form D | Active deployment | |
| M•• G•••••• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $16.2M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• E••••••••• ••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $4.1M as of Mar 28, 2019 | no Form D | Harvest | |
| L• F••••• C•••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $3.0M as of Mar 28, 2019 | no Form D | Mature | |
| M•• E••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $236M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• G•• I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $55.1M as of Mar 28, 2019 | no Form D | Harvest | |
| C•••••• M•• I•••••••• L•• ADV: Real Estate Fund | buyout or unlabelled | 2017 first reported on Form ADV | $22.5M as of Mar 28, 2019 | no Form D | Unknown | |
| M•• E••••• O••••• I•••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2017 first reported on Form ADV | $11.2M as of Mar 28, 2019 | no Form D | Early deployment | |
| M•• I••••••••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2017 first reported on Form ADV | $8.4M as of Mar 28, 2019 | no Form D | Unknown | |
| M•• S•••••• L• ADV: Venture Capital Fund | buyout or unlabelled | 2017 first reported on Form ADV | $3.0M as of Mar 28, 2019 | no Form D | Unknown | |
| T••••• H••••••• L•• ADV: Venture Capital Fund | Feeder or parallel | 2017 first reported on Form ADV | $1.8M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• W••• S••• I•••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2016 first reported on Form ADV | $65.5M as of Mar 28, 2019 | no Form D | Active deployment | |
| M•• C••••••••• P••••••• I•• L• ADV: Private Equity Fund | Fund of funds | 2016 first reported on Form ADV | $56.0M as of Mar 28, 2019 | no Form D | Mature | |
| M•• O•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $25.5M as of Mar 28, 2019 | no Form D | Mature | |
| M•• B••••••• I•••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2016 first reported on Form ADV | $12.8M as of Mar 28, 2019 | no Form D | Active deployment | |
| M•• C•••••••• I•••••••• 2••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 year in the fund name | $11.2M as of Mar 30, 2018 | no Form D | Wound down | |
| M•• H••••••••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2016 first reported on Form ADV | $8.8M as of Mar 28, 2019 | no Form D | Active deployment | |
| M•• B•• L• ADV: Venture Capital Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.1M as of Mar 28, 2019 | no Form D | Unknown | |
| M•• E••••• • A•• I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.0M as of Mar 30, 2017 | no Form D | Wound down | |
| M•• L••••• I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $33.0M as of Mar 28, 2019 | no Form D | Mature | |
| M•• A•••••••• I••••••••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2015 first reported on Form ADV | $12.4M as of Mar 28, 2019 | no Form D | Mature | |
| M•• E••••••••• I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $9.3M as of Mar 29, 2016 | no Form D | Wound down | |
| M•• E••••• I•••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2015 first reported on Form ADV | $9.2M as of Mar 28, 2019 | no Form D | Mature | |
| M•• R•••••• P•••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2015 first reported on Form ADV | $5.4M as of Mar 28, 2019 | no Form D | Mature | |
| M•• F••••• P•••• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.2M as of Mar 28, 2019 | no Form D | Mature | |
| M•• I••••••••• F••• E•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $66.2M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• B•••• I••••••••• L• ADV: Venture Capital Fund | buyout or unlabelled | 2014 first reported on Form ADV | $4.7M as of Mar 28, 2019 | no Form D | Unknown | |
| M•• G••••• I••••••• L• ADV: Venture Capital Fund | buyout or unlabelled | 2014 first reported on Form ADV | $175,000 as of Mar 28, 2019 | no Form D | Harvest | |
| M•• S••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $87.5M as of Mar 28, 2019 | no Form D | Mature | |
| M•• C••••••••• P••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $25.7M as of Mar 28, 2019 | no Form D | Harvest | |
| S••••• I•••••••• 2••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2004 year in the fund name | $7,000 as of Mar 27, 2015 | no Form D | Wound down | |
| M•• C••••••••• P••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $62.0M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• C•••••••• L•• ADV: Real Estate Fund | buyout or unlabelled | unknown | $31.9M as of Mar 30, 2018 | no Form D | Wound down | |
| M•• T• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $25.8M as of Mar 30, 2017 | no Form D | Wound down | |
| M•• K• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $24.6M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• T•••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.8M as of Mar 27, 2015 | no Form D | Wound down | |
| M•• I••••••••• F••• S•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.8M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• I••••••••• F••• V• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.8M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• A••••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.1M as of Mar 28, 2019 | no Form D | Harvest | |
| M•• A••••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $980,000 as of Mar 28, 2019 | no Form D | Harvest | |
| I••••••••• F••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $129,000 as of Mar 28, 2019 | no Form D | Harvest |
Team
3 current, 1 former
Managing partner (1)
- P••• D•••• W•••••• · President · since Feb 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- A•••••••• D•••• C•••• · Managing Director · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- T••• J• R•••• · Chief Compliance Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- C••••••••• M••• F•••• · Executive Vice President, Chief Compliance Officer · Aug 1, 2005 to Mar 28, 2019 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| M••• | Minority | active | May 6, 2026 venture round | 5 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
2 most recent
- Sep 1, 2026Adviser CRD 43011 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012M••• S••••• A••••••• first filed Form ADV in the extract (IA)
Across the graphs
M••• S••••• A••••••• is the same institution as 6 records in RIA and Wealth, Real Estate Funds, Venture Capital and Independent Sponsors.
RIA and Wealth2Real Estate Funds2Venture 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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