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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / C••••• I••••••••• M••••••••• L••

C••••• I••••••••• M••••••••• L••

Fund of funds · probableUpper middle marketSt. Peter PortSEC registered investment adviser

Classification

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 10 of 16 admitted vehicles carry the sworn fund-of-funds flag
Size band: Upper middle marketdefined by: proxy: $21.87bn Private Equity Fund GAV on the Form ADV filed 2024-07-22

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 10 of 16 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2012 to Jul 22, 2024
RAUM: $51Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 6
PE fund GAV, latest filing: $22Breported gross assets (Form ADV), not fund size
All private fund GAV: $22Bevery private fund type, latest filing
2024 PE fund GAV: $22Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-07-22, latest gav Private Equity Fund $22B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 10
Employees: 9
Headquarters: St. Peter Port, Guernsey
Office address: TRAFALGAR COURT, LES BANQUES, St. Peter Port, GY1 3QL
Business phone: +44 1481 745001

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

16 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
C••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$4.2B as of Jul 22, 2024		no Form D	Unknown
C••••• L• S••••••••• • B• L•••	Secondaries fund	2024 Form D first sale	unknown	no reporting	$580M	Fundraising
C••••• G••••• • D••••• S••••••••• • B• L•••	Secondaries fund	2023 Form D first sale	unknown	no reporting	$1.0B	Fundraising
C••••• L• S••••••••• • A• L•••	Secondaries fund	2023 Form D first sale	unknown	no reporting	$580M	Fundraising
C••••• G••••• • D••••• S••••••••• • A• L•••	Secondaries fund	2023 Form D first sale	unknown	no reporting	$1.0B	Fundraising
C••••• I••••••••• P••••••• I• • B• L•••	buyout or unlabelled	2023 Form D first sale	unknown	no reporting	$11B	Fundraising
C••••• I••••••••• P••••••• I• • A• L•••	buyout or unlabelled	2023 Form D first sale	unknown	no reporting	$11B	Fundraising
C•• V••• C••••••••• V•••••• 3• L••• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$130M as of Jul 22, 2024		no Form D	Unknown
C••••• I••••••••• P••••••• V•••• L••• ADV: Private Equity Fund	Fund of funds	2020 first reported on Form ADV	$9.1B as of Jul 22, 2024		no Form D	Mature
C••••• I••••••••• P••••••• V••• L••• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$7.3B as of Jul 22, 2024		no Form D	Mature
C••••• I••••••••• P••••••• V•• L••• ADV: Private Equity Fund	Fund of funds	unknown	$1.1B as of Jul 22, 2024		no Form D	Mature
C••••• I••••••••• P••••••• V••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$67.1M as of Jul 22, 2024		no Form D	Mature
C••••• I••••••••• P••••••• I••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$5.8M as of Jun 28, 2013		no Form D	Wound down
C••••• I••••••••• P••••••• I••••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$1.3M as of Jun 28, 2013		no Form D	Wound down
C••••• I••••••••• P••••••• I•••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$0 as of Jun 29, 2018		no Form D	Wound down
C••••• I••••••••• P••••••• I•••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$0 as of Jun 29, 2018		no Form D	Wound down

Team

9 current, 4 former

Partner (1)

J••••• J••••• C••••• · Owner · since Oct 1, 1993 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (7)

C••••••••• F••••• L••••• L•••• · D•••••or · 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)
C•••• J••••• M•••• · D•••••or · since May 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H•••• L••••• L••• · D•••••or · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• H•••••• · D•••••or · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• C••••••• L••••••• · D•••••or · since Aug 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••• A••• L• T•••••• · D•••••or · since May 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• A•••• · D•••••or · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

F•••• O••••••••• · Chief Compliance Officer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

4 former (kept with end dates)

A••••• T•••• M•••• H•••••• · D•••••or · Apr 1, 2013 to Jun 29, 2023 Inference
J••• M••• M••••• · D•••••or · Mar 1, 2001 to Jun 28, 2013 Inference
P••• M••••••• · D•••••or · Mar 1, 2001 to Jun 29, 2022 Inference
P•••• M•••••• H••••• · D•••••or · Jun 1, 2003 to Jun 29, 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

9 relationships

Placement agents (9)

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 6 shared · very strong · last May 18, 2026
M••••• S•••••• 6 shared · very strong · last May 18, 2026
A••• C•••••• M••••••••• L•••••• 1 shared · one time · last Jan 1, 2012
P•••••••• A••••••• S••••••• P•• L••• 1 shared · one time · last Jan 1, 2012
T•••••• G•••• L•••••• 1 shared · one time · last Jan 1, 2012
M•••••• C•••••• A••••••• A••• L•• 1 shared · one time · last Jan 1, 2012
M•••••• C•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2012
P••••••• T•••• P•••••••• L•• 1 shared · one time · last Jan 1, 2020
K•••••••• A••••••••• I••••••••• A••••••• G••• 1 shared · one time · last Jan 1, 2012

LP commitments

14 disclosed

C••••••••• S•••• T•••••••• R••••••••• S••••• in C••••• I••••••••• P••••••• V•• L••• $100M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in C••••• I••••••••• P••••••• V••• L••• $150M calstrs.com
O••••• P••••• E•••••••• R••••••••• F••• $50.0M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• $100M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in C••••• I••••••••• P••••••• V•• L••• $100M oregon.gov
P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in C••••• I••••••••• P••••••• V•• L••• $75.3M pa.gov
P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in C••••• I••••••••• P••••••• V••• L••• $100M pa.gov
C••••••• P••••• E••••••••• R••••••••• A••••••••• $40.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• $40.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in C••••• I••••••••• P••••••• V•• L••• $50.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in C••••• I••••••••• P••••••• V••• L••• $125M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in C••••• I••••••••• P••••••• V•••• L••• $75.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in C••••• I••••••••• P••••••• I•• L••• $100M content.copera.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in C••••• I••••••••• P••••••• V•• L••• $25.0M lacers.org

Events

6 most recent

Jul 2, 2026
C••••• I••••••••• M••••••••• L••: Private Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 31, 2026
O••••• P••••• E•••••••• R••••••••• F••• reports C••••• International Partners IV: $50,000,000 committed, vintage 2002, net IRR 11.5%
Lp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Mar 31, 2026
O••••• P••••• E•••••••• R••••••••• F••• reports C••••• International Partners V: $100,000,000 committed, vintage 2006, net IRR 7.4%
Lp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Dec 31, 2025
C••••••• P••••• E••••••••• R••••••••• A••••••••• reports C••••• International Partners IV: $40,000,000 committed, vintage 2002, net IRR 11.5%
Lp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Dec 31, 2025
C••••••• P••••• E••••••••• R••••••••• A••••••••• reports C••••• International Partners V, L.P: $40,000,000 committed, vintage 2007, net IRR 7.9%
Lp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
Mar 30, 2012
C••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority55 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness42 · MODERATE: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.4166666666666667,"evidence":["funds","team"method: sum of component points, capped at 1.0
missing: website, description, portfolio, transactions, stated criteria, lenders, cross dfx
model score-pe-1
Fund deployment activity30 · MODERATE: as of: 2026-09-21items: [{"code":"FUNDS_RAISING","points":0.3,"evidence":["049e3f22-66ec-4a51-a219-e4783method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 21
Sources: 2
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

C••••• I••••••••• M••••••••• 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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