DFX Intelligence
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A•••• P•••••• E•••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Boston, MA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $20B
- PE fund assets
- $20B
- PE funds
- 38
- Investments held
- 8 of 10
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 2 deals180 days
2 deals since 1 Sep 2026: bought I••••••• C••••••••• (10 Sep) and S••••••••• (add-on, 1 Sep).
What it is buying now is the best guide to what it will buy next.
- +7funds on Form ADV
Private equity funds on its Form ADV went from 31 to 38 (+7).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 42 of 42 distinct vehicles are sworn Private Equity Funds; 40 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $20.12bn Private Equity Fund GAV on the Form ADV filed 2026-07-21
- Strategies
- Secondaries
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)42 of 42 distinct vehicles are sworn Private Equity Funds; 40 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)33 of 33 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $20B · 38 PE funds · filed Jul 21, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Jul 21, 2026
- RAUM
- $20Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 38
- PE fund GAV, latest filing
- $20Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $20Bevery private fund type, latest filing
- 2024 PE fund GAV
- $20Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 38 funds, $20B reported gross assets, 42 ever reported
- Employees
- 255
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 10 observed dealsShowHide
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Global, United States
- Revenue
- up to $1.0B
- 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
- On record
- 10 companies, 10 holdings, 6 transactions
- Period
- 2011 to 2026 (12 dated observations, 4 holdings undated)
- Most deals
- Transportation logistics (2 of 10, e.g. Alliance Ground International and Integrated Supply Network, Inc.), industrial manufacturing (2 of 10), specialty distribution (1 of 10)
- Subsectors
- Freight forwarding brokerage (1 of 10), machinery manufacturing (1 of 10), miscellaneous manufacturing (1 of 10), misc durable wholesale (1 of 10) and 1 more
- Deal roles
- 5 platforms, 4 add-ons, 1 with role not stated
- Add-ons per platform
- 0.80 add-ons per platform
- Control
- 6 control, 4 not stated
- Where
- Fl (1 of 10)
- Bought from
- 1 family, 1 sponsor, 1 corporate parent
- By year
- 2011: 1 platform; 2018: 1 add-on; 2021: 1 platform; 2022: 1 add-on; 2025: 1 add-on; 2026: 1 add-on
10 companies on the graph (6 transactions); most in transportation logistics (2); 5 platforms and 4 add-ons; observed 2011 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
16 families, 42 vehicles on record
A•••• P•••••• E••••• B••••• C•• L••• · 1 vehicle · vintage 2025$1.0B
- A•••• P•••••• E••••• B••••• C•• L••• Buyout fund$1.0B
A•••• P•••••• E••••• S•••••••• F•••• L••• · 1 vehicle · vintage 2024$730M
- A•••• P•••••• E••••• S•••••••• F•••• L••• Buyout fund · 2024$730M
A•••• P•••••• E••••• • S•••••••• C•••••• • S•• L••• · 1 vehicle · vintage 2024$363M
- A•••• P•••••• E••••• • S•••••••• C•••••• • S•• L••• Buyout fund · 2024$363M
A•••• P•••••• E••••• A•••• C•• L••• · 1 vehicle · vintage 2023$579M
- A•••• P•••••• E••••• A•••• C•• L••• Buyout fund · 2023$579M
A•••• P•••••• E••••• F••• V••••• L••• · 2 vehicles · vintage 2022$6.1B
- A•••• P•••••• E••••• F••• V••••• L••• Buyout fund · 2022$4.1B
- A•••• P•••••• E••••• F••• V••••• L••• Buyout fund · 2022$2.0B
Co-investment vehicles · 23 vehicles · vintage 2024$3.7B
- A•••• P• V•• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2024$1.2B
- A•••• P• V• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2020$817M
- A•••• P• V•• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• Co-investment vehicle · 2024$448M
- A•••• T•••• C••••••••• L••• Co-investment vehicle$280M
- A•••• P• V• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2016$172M
- A•••• P•••••• E••••• S•••••••• C••••••••• F••• I• L••• Co-investment vehicle · 2024$162M
- A•••• P• S•••••••• I• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle$154M
- A•••• O•••••• F••• I• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2024$135M
- A•••• P• V•• C•••••••• F•••••• L••• Co-investment vehicle$110M
- A•••• C••••••••• F••• I•• a• S••••• o• A•••• C•••••••• S•••••• L•• Continuation vehicle · 2021$71.8M
- A•••• P• B••••• C• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle$60.0M
- A•••• P• A•••• C• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2024$55.8M
- A• C•••••••• ••••• L••• Co-investment vehicle$49.7M
- A•••• O•••••• F••• I• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• Co-investment vehicle · 2024$36.2M
- A•••• P• J•• C•••••• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• Co-investment vehicle · 2022$16.1M
- A•••• P• S•••••••• I• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• Co-investment vehicle$12.5M
- A•••• C••••••••• L••• Co-investment vehicle$2.8M
- A•• C••••••••• L••• Co-investment vehicle$2.7M
- A•••• C••• C••••••••• L••• Co-investment vehicle$2.3M
- A•••• P• B••••• C• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• Co-investment vehicle$1.0M
- A•••• C•••••••• I••• L••• Co-investment vehicle$933,973
- A•••• C•••••••• I•• L• Co-investment vehicle · 2013$595,082
- A•••• S•••••• P•••••• C••••••••• L••• Co-investment vehicle$96,346
10 smaller families are in the full list of vehicles.
View all 42 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••• P• V•• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.2B as of Jul 21, 2026 | no Form D | Early deployment | |
| A•••• P•••••• E••••• S•••••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $730M as of Jul 21, 2026 | $471M | Unknown | |
| A•••• P• V•• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $448M as of Jul 21, 2026 | no Form D | Early deployment | |
| A•••• P•••••• E••••• • S•••••••• C•••••• • S•• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $363M as of Jul 21, 2026 | no Form D | Early deployment | |
| A•••• P•••••• E••••• S•••••••• C••••••••• F••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $162M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• O•••••• F••• I• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $135M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P• A•••• C• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $55.8M as of Jul 21, 2026 | no Form D | Early deployment | |
| A•••• O•••••• F••• I• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $36.2M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• A•••• C•• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $579M as of Jul 21, 2026 | $0 | Active deployment | |
| A•••• P•••••• E••••• F••• V••••• L••• ADV: Private Equity Fund | Buyout fund | 2022 Form D first sale | $4.1B as of Jul 21, 2026 | $3.3B | Active deployment | |
| A•••• P•••••• E••••• F••• V••••• L••• ADV: Private Equity Fund | Buyout fund | 2022 Form D first sale | $2.0B as of Jul 21, 2026 | $1.7B | Active deployment | |
| A•••• P•••••• E••••• O•••••• F••• I• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $617M as of Jul 21, 2026 | $0 | Unknown | |
| A•••• P•••••• E••••• J••••• C•••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 Form D first sale | $185M as of Jul 21, 2026 | $57.3M | Active deployment | |
| A•••• P• J•• C•••••• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $16.1M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• F••• I• C•• L••• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.1B as of Jul 21, 2026 | $0 | Harvest | |
| A•••• C••••••••• F••• I•• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Continuation vehicle | 2021 first reported on Form ADV | $71.8M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P• V• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $817M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• J••••• C•••••• F•••••• L••• ADV: Private Equity Fund | Buyout fund | 2020 Form D first sale | $79.4M as of Jul 21, 2026 | $55.4M | Unknown | |
| A•••• P•••••• E••••• F••• V•••• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $2.3B as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P•••••• E••••• F••• V•••• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $2.0B as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P•••••• E••••• F••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $813M as of Jul 21, 2026 | no Form D | Successor fundraising | |
| A•••• P•••••• E••••• F••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $440M as of Jul 21, 2026 | no Form D | Successor fundraising | |
| A•••• P• V• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $172M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• C•••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $595,082 as of May 3, 2024 | no Form D | Harvest | |
| A•••• P•••••• E••••• B••••• C•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.0B as of Jul 21, 2026 | $0 | Unknown | |
| A•••• T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $280M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P• S•••••••• I• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $154M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P• V•• C•••••••• F•••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $110M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• S•••••••• C•••••• • 1•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $63.7M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P• B••••• C• C••••••••• a• S••••• o• A•••• C•••••••• S•••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $60.0M as of Jul 21, 2026 | no Form D | Unknown | |
| A• C•••••••• ••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $49.7M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• F••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $19.6M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P• S•••••••• I• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $12.5M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $6.6M as of May 3, 2024 | no Form D | Harvest | |
| A•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2.8M as of Jul 21, 2026 | no Form D | Unknown | |
| A•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2.7M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• C••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2.3M as of Apr 30, 2012 | no Form D | Wound down | |
| A•••• P•••••• E••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.2M as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• P• B••••• C• T•••• C••••••••• a• S••••• o• A•••• T•••• S••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $1.0M as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• C•••••••• I••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $933,973 as of Jul 21, 2026 | no Form D | Harvest | |
| A•••• S•••••• P•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $96,346 as of Jul 21, 2026 | no Form D | Unknown | |
| A•••• P•••••• E••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Mar 28, 2024 | no Form D | Harvest |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
14 current, 7 former
- Co-President Of A•••• P•••••• E••••• & Partner · since Dec 1, 2001
- Co-President Of A•••• P•••••• E••••• & Partner · since Dec 1, 2006
- Partner · since Sep 1, 2005
- Partner · since Dec 1, 2014
- Partner · since Sep 1, 2005
Full team · 14 peoplegrouped by role, with sources
Managing partner (2)
- K•••• R•••••• P•••••• · Co-President Of A•••• P•••••• E••••• & Partner · since Dec 1, 2001 Form ADV
- Y•••• J•• L•• · Co-President Of A•••• P•••••• E••••• & Partner · since Dec 1, 2006 Form ADV
Partner (8)
- A••• A••••• A••••••• · Partner · since Sep 1, 2005 Form ADV
- D•••• J• W••• · Partner · since Dec 1, 2014 Form ADV Press release Press release
- D••••• G•••• B•••••• · Partner · since Sep 1, 2005 Form ADV
- J••• J• M••••••• · Partner · since Dec 1, 2011 Form ADV
- J••••• R••••• · Partner · since Dec 1, 2012 Form ADV
- T•••••• M••• · Partner · since Dec 1, 2014 Form ADV
- G••••••• S•••• R•••••• · Member · since Jun 1, 2019 Form ADV
- M••• B•••• W••••• · Member · since Jun 1, 2019 Form ADV
Platform (4)
- A•••••••• G••••••• · Chief Financial Officer Of A•••• Group & Managing Director · since Aug 1, 2021 Form ADV
- D••••• H••••• W•••••••• · Chief Administrative And Legal Officer & Managing Director · since Dec 1, 2011 Form ADV
- J•••• S•••••••• · Chief Compliance Officer & Fund Counsel · since Aug 1, 2020 Form ADV
- R•••••• T••••• J••••• · Chief Operating Officer & Managing Director · since Jan 1, 2008 Form ADV
7 former (kept with end dates)
- B•••• S••••• V•••••• · Trustee · Nov 1, 2002 to Jul 3, 2019 Inference
- R••••• B••••••• M••• · Trustee · Jun 1, 1997 to Jul 3, 2019 Inference
- P••••• M• M••••• · Senior Managing Director · Dec 1, 2013 to Apr 27, 2023 Inference
- A••••• C•••••• K••••• · Chief Compliance Officer · Jan 1, 2012 to Apr 30, 2012 Inference
- B•••• P••••• · Managing Director, Private Debt Fund Strategy And Counsel, Chief Compliance Officer · Aug 1, 2013 to Aug 24, 2020 Inference
- H•••••• R••• Z•••••• · Chief Compliance Officer · Apr 1, 2012 to Jul 8, 2013 Inference
- J•••• C•••••• · Chief Financial Officer Of A•••• P•••••• E••••• & Managing Director · May 1, 2017 to Nov 9, 2023 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 10 portfolio relationships and 11 transactions are on this record.
14 on record, newest first · 5 platforms · 4 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | I••••••• C••••••••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | prnewswire.com |
| Sep 1, 2026 | S••••••••• add-on to J••••••• S••••• G•••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | unknown | americanpacificgroup.com |
| Mar 27, 2026 | A••••••• G••••• I••••••••• | Exit to a strategic buyer | Seller (confirmed) | exited exited Mar 27, 2026 | unknown | greenbriar.com |
| Jan 17, 2025 | G••••• S•••• a•• S••••• add-on to J••••••• S••••• G•••• | Add-on acquisition | Sponsor (derived) | active held 1.7 years | unknown | justritesafetygroup.com |
| Dec 19, 2022 | G••••• H• R••••••• add-on to D••• G••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 3.8 years | unknown | renovocapital.com |
All 14 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | I••••••• C••••••••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | prnewswire.com |
| Sep 1, 2026 | S••••••••• add-on to J••••••• S••••• G•••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | unknown | americanpacificgroup.com |
| Mar 27, 2026 | A••••••• G••••• I••••••••• | Exit to a strategic buyer | Seller (confirmed) | exited exited Mar 27, 2026 | unknown | greenbriar.com |
| Jan 17, 2025 | G••••• S•••• a•• S••••• add-on to J••••••• S••••• G•••• | Add-on acquisition | Sponsor (derived) | active held 1.7 years | unknown | justritesafetygroup.com |
| Dec 19, 2022 | G••••• H• R••••••• add-on to D••• G••••• S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 3.8 years | unknown | renovocapital.com |
| Apr 1, 2022 | M•••••• L•••••••• C•••••••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | onerock.com |
| Aug 23, 2021 | C••••••••• I••••••••• L•• | Platform acquisition | Sponsor (confirmed) | active held 5.1 years | unknown | centuryparkcapital.com |
| Aug 1, 2019 | S•••••••• K•••••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | centrepartners.com |
| Sep 24, 2018 | A••••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | lightviewcapital.com |
| Jun 7, 2018 | R•••• add-on to S•••• C••• | Add-on acquisition | Sponsor (confirmed) | active held 8.3 years | unknown | smartcaresolutions.com |
| Jul 1, 2011 | I••••••••• S••••• N••••••• I••• | Platform acquisition | Sponsor | unknown held 15.2 years | unknown | pnc.com |
| date unknown | S•••• C••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | J••••••• S••••• G•••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | D••• G••••• S•••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
Placement agents, lenders, advisers and co-investors
12 relationships
Placement agents (4)
- G••••• G••••• A••••••• D••• 2 shared · recurring · last Jan 1, 2023
- S•••••• N••••••• • C••••••• I••••••••• 2 shared · recurring · last Jan 1, 2023
- E••••••• G•••• L••••• 1 shared · one time · last Dec 8, 2020
- E••••••• 1 shared · one time · last Jan 1, 2021
Lenders (1)
- P•• M•••••••• C•••••• 1 shared · one time · last Jul 1, 2011
Financial advisers (3)
- W•••••• B•••• • C••••••• L••••• 1 shared · one time · last Sep 1, 2026
- S••••• 1 shared · one time · last Dec 19, 2022
- L•••••• I••••••••• L•• 1 shared · one time · last Sep 1, 2026
Legal advisers (3)
- W•••••• • S••••• L•• 1 shared · one time · last Aug 23, 2021
- B•••• C••• L••••••• P•••••• L•• 1 shared · one time · last Dec 19, 2022
- J•••• D•• 1 shared · one time · last Sep 1, 2026
Co-investors (1)
- P•• M•••••••• C•••••• 1 shared · one time · last Jul 1, 2011
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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 not already shown above, of 4 most recent
- Jul 21, 2026••• Locked
- Feb 10, 2012••• Locked
Full timeline · 4 eventsnewest first, including the LP commitments and deals above
- Jul 21, 2026••• Locked
- Mar 27, 2026••• Locked
- Aug 23, 2021••• Locked
- Feb 10, 2012••• Locked
Across the graphs
A•••• P•••••• E••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA 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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