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 / P•••••• O••••••• M••••••••• L••
P•••••• O••••••• M••••••••• L••
P•••••• O••••••• is a private investment firm focused on real estate, specialty finance, and real asset opportunities About Us Found
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 6 of 8 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 6 of 8 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 14, 2012 to Mar 27, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $144Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $144Mevery private fund type, latest filing
- 2024 PE fund GAV
- $144Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 89%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $144M, latest counts Private Equity Fund 2, lifetime distinct Hedge Fund 1, Private Equity Fund 8
- Employees
- unknown
- Headquarters
- New York, NY
- Office address
- 260 MADISON AVENUE, 8TH FLOOR, New York, NY, 10016
- Business phone
- 646-619-8700
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, real estate
- 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 |
|---|---|---|---|---|---|---|
| P•••••• R••• A••••• L•• • S••••• 3• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $5.2M as of Mar 27, 2024 | no Form D | Harvest | |
| P•••••• O••••••• F••• I•• L••• • S••••• 3• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $106,726 as of Mar 31, 2021 | no Form D | Wound down | |
| P•••••• R••• A••••• L•• • S••••• 2• ADV: Private Equity Fund | Fund of funds | 2016 first reported on Form ADV | $9.9M as of Mar 29, 2022 | no Form D | Wound down | |
| P•••••• E••••• L•• ADV: Private Equity Fund | Fund of funds | 2015 first reported on Form ADV | $139M as of Mar 27, 2024 | no Form D | Harvest | |
| P•••••• O••••••• F••• I•• L••• • S••••• 2• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $62.0M as of Nov 5, 2018 | no Form D | Wound down | |
| P•••••• O••••••• F••• I• L••• • C•••• B• ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $28.3M as of Nov 5, 2018 | no Form D | Wound down | |
| P•••••• O••••••• O•••••• F••• L•• ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $26.2M as of Nov 5, 2018 | no Form D | Wound down | |
| P•••••• O••••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $159M as of Mar 31, 2021 | no Form D | Wound down |
Team
4 current, 5 former
Managing partner (1)
- F•••• T•••••• · Managing Partner & Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- F•••• T•••••• · Partner · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- S•••• R•••••• · Chief Financial Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• T••••• R•••••• · Chief Financial Officer And Chief Compliance Officer · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- E••• W••• · Managing Member · Jan 1, 2010 to Jan 10, 2018 Inference
- G•••••• Y••••• V••• · Member · Jun 1, 2011 to Apr 24, 2013 Inference
- C•••••• A•• T••••• · Chief Operating Officer · Mar 1, 2022 to Mar 27, 2024 Inference
- K•••• A•••••• R••••• · Chief Financial Officer And Chief Compliance Officer · Nov 1, 2011 to May 14, 2019 Inference
- M•••••• F•••••• L•••• · Chief Operating Officer · Nov 1, 2013 to Mar 29, 2022 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
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
9 most recent
- Sep 1, 2026Adviser CRD 156403 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jun 4, 2021P•••••• O••••••• Partners with Omega Industrial R•••ty to Acquire Esmark Center
- May 11, 2021Flagship, a leading independent auto-finance provider, closes on a new financing facility with P•••••• O•••••••
- Oct 7, 2020P•••••• Seals Arizona Multifamily Acquisition With $20M Greystone Loan
- Jan 28, 2020P•••••• O••••••• Acquires Mesa Multifamily Property
- Jan 23, 2020The LeClaire Group of Marcus & Millichap Arranges the Sale of a Twelve Property Self Storage Portfolio in Michigan
- Nov 15, 2019P••••••, Wilshire Land $38M CMBS Loan for Phoenix Office Acquisition
- Mar 4, 2019Merger of Master Marine and Crossway Holdings: Creating a high-end offshore accommodation player
- Feb 14, 2012P•••••• O••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
P•••••• O••••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA 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.
Checking your plan…