DFX Intelligence
Private Equity Intelligence
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Firms / T•• E••••• P••••••• G••••
T•• E••••• P••••••• G••••
Real estate private equity · probableunsizedYardley, PAl•••••••••.comSEC registered investment adviser
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Classification
- Class
- Real estate private equityprobable, confidence 70%
- Basis
- R2: 2 of 2 private equity vehicles are named real estate
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Real estate private equity (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named real estate
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 15, 2017 to Mar 29, 2024
- RAUM
- $329Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery 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
- 50%
- Fund type mix
- filed 2024-03-29, latest gav , latest counts , lifetime distinct Hedge Fund 2, Private Equity Fund 2
- Employees
- 5
- Headquarters
- Yardley, PA
- Office address
- 37 S. DELAWARE AVENUE, SUITE 1, Yardley, PA, 19067
- Business phone
- 215-321-4410
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
- The Dow 30 strategy is a good way to invest in the best of the Dow 30 blue chips while avoiding the old fashioned underperforming members of the Dow 3…
Observed from deals on record
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 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); no dated observations
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| x• R• D••• F••• I• L• | Credit fund | 2025 Form D first sale | unknown | no reporting | $18.9M | Fundraising |
| H••••••• R••• E••••• F••• I••• L•• ADV: Private Equity Fund | Real estate fund | 2018 first reported on Form ADV | $14.5M as of Dec 23, 2019 | no Form D | Early deployment | |
| H••••••• R••• E••••• F••• I•• L•• ADV: Private Equity Fund | Real estate fund | 2018 first reported on Form ADV | $1.2M as of Mar 28, 2019 | no Form D | Unknown | |
| x• M• E••••• F••• I• L•• | buyout or unlabelled | unknown | unknown | no reporting | $16.8M | Fundraising |
Team
1 current, 0 former
Platform (1)
- D•••• W•••• L•••••• · Chief Compliance Officer · since Jan 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| T••• M•••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
1 most recent
- Feb 15, 2017T•• E••••• P••••••• G•••• first filed Form ADV in the extract (IA)
Across the graphs
T•• E••••• P••••••• G•••• 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.
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