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•• P••••••• L••
M•• P••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 21 of 21 distinct vehicles are sworn Private Equity Funds; 21 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.41bn Private Equity Fund GAV on the Form ADV filed 2024-10-04
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 21 of 21 distinct vehicles are sworn P•••••• Equity Funds; 21 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 7, 2024 to Oct 4, 2024
- RAUM
- $413Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 21
- PE fund GAV, latest filing
- $413Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $413Mevery private fund type, latest filing
- 2024 PE fund GAV
- $413Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-04, latest gav Private Equity Fund $413M, latest counts Private Equity Fund 21, lifetime distinct Private Equity Fund 21
- Employees
- 7
- Headquarters
- New York, NY
- Office address
- 1330 AVENUE OF THE AMERICAS, 36TH FLOOR, New York, NY, 10019
- Business phone
- 212-651-4615
Stated criteria beside observed behaviour
2 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
- platform 2
- period
- to 2020-12-03, from 2019-10-28, undated holdings 0, dated observations 4
- window
- last 2020-12-03, first 2019-10-28
- control
- control 2
- companies
- 2
- geography
- count 1, share unknown, value IN, count 1, share unknown, value NJ
- investments
- 2
- seller kinds
- transactions
- 2
- cadence by year
- 2019 platforms 1, 2020 platforms 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value specialty distribution, examples Storage Solutions, Inc., count 1, share unknown, value industrial manufacturing, examples Elgen Manufacturing Company
- holding period years
- n 0
- repeat counterparties
- role co investor, shared 2, entity id 99a90dbc-9442-4dde-9f16-98f2f9204369, role lender, shared 2, entity id 99a90dbc-9442-4dde-9f16-98f2f9204369
- subsector distribution
- count 1, share unknown, value misc durable wholesale, examples Storage Solutions, Inc.
2 companies on the graph (2 transactions); most in specialty distribution (1); 2 platforms and 0 add-ons; observed 2019 to 2020
Funds
21 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• P••••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $222M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• F••• I•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $71.6M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• C• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $29.7M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•••••• F••• C• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $11.9M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•••••• F••• a• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $8.5M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•••••• F••• B• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $8.5M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•• F••• a• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $8.2M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• G• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.9M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• D• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.6M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• E• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.6M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• F••• I•• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $5.1M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•••••• F••• E• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4.3M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• C•• F••• a• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4.2M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• C•• F••• B• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4.2M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• F• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3.3M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• F••• B• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.2M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• I••••••••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.2M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• M•• F••• B• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.1M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• A•• I••••••••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.8M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• C•• F••• B• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.7M as of Oct 4, 2024 | no Form D | Unknown | |
| M•• P••••••• C•• F••• a• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $664,477 as of Oct 4, 2024 | no Form D | Unknown |
Team
2 current, 0 former
Partner (1)
- J•••••• N••• M•••••• · Partner, Member · since Apr 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)
- J••••••• J•••• S••••••••• · Partner, Member, Chief Compliance Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
2 relationships, 2 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| S•••••• S••••••••• I••• | Platform | unknown | Dec 3, 2020 transaction announcement | 5.8 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| E•••• M••••••••• C•••••• | Platform | unknown | Oct 28, 2019 transaction announcement | 6.9 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 3, 2020 | Platform acquisition | S•••••• S••••••••• I••• | Sponsor | meritcapital.com |
| Oct 28, 2019 | Platform acquisition | E•••• M••••••••• C•••••• | Sponsor | meritcapital.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- M•• P•••••• F••• A••••••• L•• 3 shared · strong · last Jan 1, 2024
Lenders (1)
- M•••• C•••••• P••••••• 2 shared · recurring · last Dec 3, 2020
Co-investors (1)
- M•••• C•••••• P••••••• 2 shared · recurring · last Dec 3, 2020
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
- Jun 8, 2026M•• P••••••• L••: P•••••• Equity Funds on Form ADV 21 (2024 extract) -> 19 (roster 2026-09-01)
- May 7, 2024M•• P••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
M•• P••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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