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 / I•••••• P•••••• C••••••• I•••
I•••••• P•••••• C••••••• I•••
Venture firm with private equity activity · probableLower middle marketNew York, NYi••••••.comSEC 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
- Lower middle marketdefined by: proxy: $0.74bn P•••••• Equity Fund GAV on the Form ADV filed 2024-11-26
- Strategies
- PRIVATE CREDIT
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, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Nov 26, 2024
- RAUM
- $769Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $738Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $758Mevery private fund type, latest filing
- 2024 PE fund GAV
- $948Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 85%
- Fund type mix
- filed 2024-11-26, latest gav Private Equity Fund $738M, Venture Capital Fund $20.3M, latest counts Private Equity Fund 4, Venture Capital Fund 3, lifetime distinct Other Private Fund 2, Private Equity Fund 35, Venture Capital Fund 4
- Employees
- 21
- Headquarters
- New York, NY
- Office address
- 225 LIBERTY STREET, New York, NY, 10281
- Business phone
- 212-826-1100
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
41 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••••• V•••••• A•••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $398M as of Nov 26, 2024 | no Form D | Unknown | |
| I•••••• V•••••• A•••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $324M as of Nov 26, 2024 | no Form D | Unknown | |
| C•••••• N•• • N••• G••••••••• M•••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $253M as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• W•• C••••• P••••••• F••• • a• L••• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $93.1M as of Nov 27, 2024 | no Form D | Unknown | |
| I•••••• W•• C••••• P••••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2016 first reported on Form ADV | $117M as of Nov 27, 2024 | no Form D | Harvest | |
| C•••••• N•• a•• N••• G••••••••• M•••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $303M as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• P••••••••• F••• V•• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $7.9M as of Nov 26, 2024 | no Form D | Harvest | |
| C••••••••• 2•••• L• ADV: Venture Capital Fund | buyout or unlabelled | 2000 year in the fund name | $8.0M as of Nov 26, 2024 | no Form D | Harvest | |
| C•••••• N•• a•• N••• G••••••••• M•••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $228M as of Dec 13, 2019 | no Form D | Wound down | |
| C•••••• N•• • N••• G••••••••• M•••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $72.5M as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• P••••••••• F••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $67.4M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• U••• V•••••• P••••••••• F••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $37.7M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $27.7M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• U••• L•• • C•••••••• F•••••• P••••••••• F••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $25.4M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• V•••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $20.9M as of Sep 20, 2018 | no Form D | Wound down | |
| I•••••• I••••••••• P••••••••• F••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $19.6M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• V•••••• P••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $19.4M as of Sep 20, 2018 | no Form D | Wound down | |
| C••••••••• V• L••• ADV: Venture Capital Fund | buyout or unlabelled | unknown | $11.8M as of Nov 26, 2024 | no Form D | Harvest | |
| I•••••• U• B••••• • E•••••••• C•••••• P••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $10.3M as of Sep 20, 2018 | no Form D | Wound down | |
| C••••••••• O••••••• P••••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $9.4M as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• I••••••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $9.1M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• U••• V•••••• P••••••••• V•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $7.4M as of Nov 26, 2024 | no Form D | Harvest | |
| C••••••••• P••••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $4.8M as of Sep 20, 2018 | no Form D | Wound down | |
| I•••••• V•••••• P••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $3.6M as of May 10, 2023 | no Form D | Wound down | |
| I•••••• N••••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $3.4M as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• E•••••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.8M as of Mar 30, 2012 | no Form D | Wound down | |
| I•••••• U••• V•••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.0M as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• U••• L•• • C•••••••• F•••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $746,049 as of Jun 29, 2021 | no Form D | Wound down | |
| I•••••• E•••••••• P••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $689,731 as of Mar 30, 2012 | no Form D | Wound down | |
| C••••••••• V••• L• ADV: Venture Capital Fund | Feeder or parallel | unknown | $484,263 as of Nov 26, 2024 | no Form D | Harvest | |
| I•••••• E•••••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $419,951 as of Mar 30, 2012 | no Form D | Wound down | |
| I•••••• E•••••••• D••••• F•••• V• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $330,212 as of Mar 30, 2012 | no Form D | Wound down | |
| C••••••••• E•••••••• P••••••••• F••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $121,934 as of Mar 30, 2012 | no Form D | Wound down | |
| I•••••• U• B••••• P••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $34,444 as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• N••••••• P••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $18,676 as of Dec 13, 2019 | no Form D | Wound down | |
| S•••••••• N•• M•••••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $15,216 as of Dec 13, 2019 | no Form D | Wound down | |
| I•••••• G••••• P••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $7,134 as of Nov 2, 2020 | no Form D | Wound down | |
| I•••••• I••••••••• P••••••••• F••• V•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $0 as of May 10, 2023 | no Form D | Wound down | |
| S•••••••• N•• M••••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $0 as of Nov 2, 2020 | no Form D | Wound down | |
| I•••••• U••• P•••••• E••••• P••••••••• F••• V•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $0 as of May 10, 2023 | no Form D | Wound down | |
| C••••••••• V• L••• ADV: Venture Capital Fund | buyout or unlabelled | unknown | $0 as of Jun 29, 2021 | no Form D | Wound down |
Team
5 current, 26 former
Managing partner (1)
- S•••• B•••••• · President, Managing D•••••or · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- T•••• G••••• V••••••• · D•••••or · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• L•• W••• · Chairman, D•••••or · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- J••••• E••• L•••• · Chief Compliance Officer · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• L•• P•••••• · Chief Financial Officer · since Aug 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
26 former (kept with end dates)
- G•••••• S••••••• · Chairman & President · Nov 1, 2014 to Mar 30, 2020 Inference
- R•••••• S•••• D••••• · Chairman, President, Senior Managing D•••••or · Feb 1, 2020 to Mar 26, 2024 Inference
- W••••• L•••• R••• · Chairman, President And D•••••or · Jun 1, 2007 to Dec 18, 2014 Inference
- R••••••• G••••• H••••• E•••• · D•••••0R · May 1, 2011 to Mar 30, 2017 Inference
- B••• A••• Z•••••• · Senior Managing D•••••or · Mar 1, 2020 to Mar 29, 2023 Inference
- E••• J••••••••• · Managing D•••••or · Aug 1, 2020 to Sep 21, 2022 Inference
- H•••• G••••••• R•••• · Managing D•••••or · Apr 1, 2012 to Jul 2, 2015 Inference
- J••• W•••••• C•••••• · Senior Managing D•••••or · Mar 1, 2020 to Mar 31, 2021 Inference
- J••••••• L••••••••• E•••• · Managing D•••••or · May 1, 2006 to Mar 30, 2017 Inference
- P••••• M•••••• S••• · Managing D•••••or · May 1, 2006 to Mar 29, 2018 Inference
- R•••• V•••• · Managing D•••••or · Mar 1, 2020 to Mar 31, 2021 Inference
- S•••••• J•••• T•• · Senior Managing D•••••or · Mar 1, 2018 to Mar 31, 2021 Inference
- C•••••••• Z••••••••• · Assistant Secretary · Mar 1, 2021 to Mar 28, 2022 Inference
- J•••••• H••••• K•••• · General Counsel, Secretary · Dec 1, 2003 to Mar 29, 2018 Inference
- L••• L•• G••• · Chief Compliance Officer · Jul 1, 2013 to Jun 19, 2015 Inference
- M•••••• I•• M••••• · Chief Financial Officer · Jan 1, 2016 to Aug 16, 2018 Inference
- M•••••• J••• G•••••• · Chief Financial Officer · Oct 1, 2007 to Mar 30, 2016 Inference
- N•••• W••• · Chief Compliance Officer · May 1, 2015 to Jul 22, 2016 Inference
- N••••••• T•••••• · Chief Compliance Officer · Jun 1, 2016 to Sep 20, 2018 Inference
- S•••• a• T•••••• · Chief Compliance Officer · Dec 1, 2008 to Jul 27, 2013 Inference
- S•••••• A•••••• · Secretary · Oct 1, 2021 to Mar 26, 2024 Inference
- S•••••• W•••••• S•••••• · General Counsel, Secretary · Mar 1, 2018 to Mar 31, 2021 Inference
- A•••••• J•••••• L••• · D•••••or · Mar 1, 2017 to Mar 28, 2022 Inference
- C•••• M•••••• · D•••••or · Nov 1, 2014 to Mar 28, 2022 Inference
- G•••••• G••••• M•••••••• · Chairman, D•••••or · Mar 1, 2022 to Mar 29, 2023 Inference
- G•••••• M••• A••••• · D•••••or · Jan 1, 2007 to Jul 29, 2014 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
4 relationships
Placement agents (4)
- I•••••• D••••••••• I••• 6 shared · very strong · last Jan 1, 2021
- M••••• S•••••• S•••• B••••• L•• 1 shared · one time · last Jan 1, 2017
- E••••••• C••••••• L••• 1 shared · one time · last Jan 1, 2017
- C•••••••• G••••• M•••••• I••• 1 shared · one time · last Jan 1, 2017
LP commitments
2 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in C•••••• N•• • N••• G••••••••• M•••••• F•••• L••• $100M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in C•••••• N•• • N••• G••••••••• M•••••• F••• I•• L••• $338M calstrs.com
Events
1 most recent
- Mar 30, 2012I•••••• P•••••• C••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
I•••••• P•••••• C••••••• I••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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