DFX Intelligence
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B••••••• C•••••• P••••••• M••••••••• L•
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Baton Rouge, LA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.6B
- PE fund assets
- $7.2B
- PE funds
- 23
- Investments held
- 32 of 43
- Deals, last 12 months
- 9
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
- 10 deals2 exits, 180 days
10 deals since 22 Apr 2026: bought R•••••• (platform, 31 Aug), R•••••• I••••••••• (sponsor sale, 31 Aug) and N•• M••••• G•• C•••••• (platform, 31 Aug); sold U••••• W••• H••••••• (16 Jul) and U••••• W••• H••••••• (16 Jul).
Buying and selling in the same season: capital is being put to work and returned, which is when bankers and co-investors get calls.
- +13funds on Form ADV
Private equity funds on its Form ADV went from 10 to 23 (+13).
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 · 3 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 23 of 23 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $7.19bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
- Strategies
- Infrastructure
Classification history (3)
- Sep 23, 2026Buyout firm (confirmed, 85%)23 of 23 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%)10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $6.6B · 23 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 11, 2013 to Mar 30, 2026
- RAUM
- $6.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 23
- PE fund GAV, latest filing
- $7.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $7.2Bsum 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: 23 funds, $7.2B reported gross assets
- Employees
- 38
- Headquarters
- Baton Rouge, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 41 observed dealsShowHide
Stated by the firm
- Sectors
- Infrastructure, environmental services, business services
- 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
- On record
- 41 companies, 43 holdings, 11 transactions
- Period
- 2025 to 2026 (23 dated observations, 31 holdings undated)
- Most deals
- Industrial services (4 of 41, e.g. Hussung Mechanical Contractors and HMC Service Company and United Utility Services, LLC), business services (4 of 41), financial services (1 of 41)
- Subsectors
- Engineering services (3 of 41), HVAC plumbing mechanical (1 of 41), utility construction (1 of 41), management consulting (1 of 41) and 3 more
- Deal roles
- 8 platforms, 7 add-ons, 28 with role not stated
- Add-ons per platform
- 0.88 add-ons per platform
- Control
- 11 control, 32 not stated
- Disclosed deal values
- 1 deal with a disclosed value, $1.0B
- Where
- Co (1 of 41), me (1 of 41)
- Bought from
- 2 sponsor, 1 family, 1 corporate parent
- By year
- 2025: 2 add-ons; 2026: 3 platforms, 5 add-ons, 1 exit
- Repeat counterparties
- K••••••• • E•••• L•• (legal adviser) on 2 deals
41 companies on the graph (11 transactions); most in industrial services (4); 8 platforms and 7 add-ons; observed 2025 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.
9 families, 25 vehicles on record
B•• I••••••••• F••• I•• L• · 4 vehicles · vintage 2025$744M
- B•• I••••••••• F••• I•••• L• Infrastructure fund$375M
- B•• I••••••••• F••• I•• L• Infrastructure fund$368M
- B•• I••••••••• F••• I•• L• Infrastructure fund · 2025
- B•• I••••••••• F••• I•••• L• Infrastructure fund · 2025
R•••••••• S•• A••••••••• L• · 1 vehicle · vintage 2023$472M
- R•••••••• S•• A••••••••• L• buyout or unlabelled · 2023$472M
B•• F••• I••• L• · 2 vehicles · vintage 2022$1.6B
- B•• F••• I••• L• buyout or unlabelled · 2022$927M
- B•• F••• I••••• L• Feeder or parallel · 2022$673M
B•• I••••••••• F•••••• L• · 2 vehicles · vintage 2020$669M
- B•• I••••••••• F•••••• L• Infrastructure fund · 2020$509M
- B•• I••••••••• F•••• L• Infrastructure fund · 2021$160M
B•• F••• I•• L• · 2 vehicles · vintage 2018$2.5B
- B•• F••• I•• L• buyout or unlabelled · 2018$1.5B
- B•• F••• I•••• L• Feeder or parallel · 2018$971M
Co-investment vehicles · 9 vehicles$536M
- B•• I••••••••• F••• I• T••• C••••••••• L• Co-investment vehicle$162M
- B•• M••••••• C••••••••• L• Co-investment vehicle$88.8M
- B•• M••••••• T• C••••••••• L• Co-investment vehicle$81.5M
- T••••••• C••••••••• L• Co-investment vehicle$62.4M
- B•• T••••••• C•••••••• I•• L• Co-investment vehicle$42.4M
- B•• T••••••• C•••••••• I•••• L• Co-investment vehicle$40.8M
- B•• D•••• H• C••••••••• L• Co-investment vehicle$27.9M
- D•••• U•••••••• A• C••••••••• L• Co-investment vehicle$15.7M
- D•••• S••••• U•••••••• A• C••••••••• L• Co-investment vehicle$14.6M
3 smaller families are in the full list of vehicles.
View all 25 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•• I••••••••• F••• I•• L• | Infrastructure fund | 2025 Form D first sale | unknown | no reporting | $615M | Fundraising |
| B•• I••••••••• F••• I•••• L• | Infrastructure fund | 2025 Form D first sale | unknown | no reporting | $615M | Fundraising |
| R•••••••• S•• A••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $472M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $927M as of Mar 30, 2026 | $730M | Active deployment | |
| B•• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 Form D first sale | $673M as of Mar 30, 2026 | $730M | Active deployment | |
| B•• I••••••••• F•••• L• ADV: Private Equity Fund | Infrastructure fund | 2021 Form D first sale | $160M as of Mar 30, 2026 | $430M | Active deployment | |
| B•• I••••••••• F•••••• L• ADV: Private Equity Fund | Infrastructure fund | 2020 Form D first sale | $509M as of Mar 30, 2026 | $430M | Active deployment | |
| B•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.5B as of Mar 30, 2026 | no Form D | Unknown | |
| B•• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $971M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• E••••• S••••••• E•••••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $6.2M as of Mar 30, 2026 | no Form D | Harvest | |
| B•• E••••• S••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $228M as of Mar 30, 2026 | no Form D | Harvest | |
| B•• E••••• S••••••• F•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $205M as of Mar 30, 2026 | no Form D | Harvest | |
| B•• I••••••••• F••• I•••• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $375M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• I••••••••• F••• I•• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $368M as of Mar 30, 2026 | no Form D | Unknown | |
| S••• S•• A••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $183M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• I••••••••• F••• I• T••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $162M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• M••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $88.8M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• M••••••• T• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $81.5M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• D•••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $70.7M as of Mar 30, 2026 | no Form D | Unknown | |
| T••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $62.4M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• T••••••• C•••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $42.4M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• T••••••• C•••••••• I•••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $40.8M as of Mar 30, 2026 | no Form D | Unknown | |
| B•• D•••• H• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $27.9M as of Mar 30, 2026 | no Form D | Unknown | |
| D•••• U•••••••• A• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $15.7M as of Mar 30, 2026 | no Form D | Unknown | |
| D•••• S••••• U•••••••• A• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $14.6M as of Mar 30, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
47 current, 6 former
- Founder & Partner
- Founder & Managing Partner
- Managing Member · since Dec 1, 2021
- Partner
- Managing Director
Full team · 47 peoplegrouped by role, with sources
Managing partner (3)
- J•• B••••••• · Founder & Partner · start date unknown Firm website
- J••• J•••••• · Founder & Managing Partner · start date unknown Press release
- J•••• M•••••• B••••••• · Managing Member · since Dec 1, 2021 Form ADV
Partner (11)
- C•••• D••••• · Partner · start date unknown Press release
- C•••• R•••••••• · Managing Director · start date unknown Firm website
- J••• B•••••• · Senior Managing Director · start date unknown Firm website
- J••• Y••••• · Managing Director · start date unknown Firm website
- J••••••• P•••••• · Managing Director · start date unknown Firm website
- P•••••• B••••••• · Managing Director · start date unknown Firm website
- P•••••• P•••• · Managing Director · start date unknown Firm website
- R••• L•••••• · Managing Director · start date unknown Firm website
- J•••••• S•••• J•••••• · Member · since Mar 1, 2013 Form ADV
- J•••••• W• K••••• · Limited Partner · since Jan 1, 2022 Form ADV Firm website
- M••• D•••• S•••••• · Limited Partner · since Jan 1, 2022 Form ADV Firm website Press release Press release Press release Firm website
Principal (3)
- J••• A•••• · Director · start date unknown Firm website
- J•••• C••••• K•••• · Director · start date unknown Firm website
- M•••••• B••••••• · Principal · start date unknown Firm website
Vice president (8)
- B•••• B•••••• · Vice President · start date unknown Firm website
- J•••• D•••••• · Vice President · start date unknown Firm website
- J•••• H••••• · Senior Associate · start date unknown Firm website
- M••• A•••• C••• · Senior Associate · start date unknown Firm website
- M•••••• B•••••• · Vice President · start date unknown Firm website
- M•••••• K•••••••• · Vice President · start date unknown Firm website
- M•••••• R••••••• · Senior Associate · start date unknown Firm website
- T••••• O•••••••• · Vice President · start date unknown Firm website
Associate (4)
- A•••• L••••••• · Associate · start date unknown Firm website
- A••••• S•••• · Associate · start date unknown Firm website
- N•••• F•• · Associate · start date unknown Firm website
- S••••• N•••••• · Associate · start date unknown Firm website
Analyst (2)
- H•••• T••• · Senior Financial Analyst · start date unknown Firm website
- J••••• F••• · Senior Financial Analyst · start date unknown Firm website
Operating partner (8)
- B•••• F•••••••• · Operating Partner · start date unknown Firm website
- E••• L•••• · Operating Partner · start date unknown Firm website
- G••• A•••••••• · Operating Partner · start date unknown Firm website
- G••• G•••••• · Operating Partner · start date unknown Firm website
- G••••• P••• B•••• · Senior Advisor · start date unknown Firm website
- P•••••• H••••••• · Operating Partner · start date unknown Firm website
- R• F••••• D••••• · Operating Partner · start date unknown Firm website
- S•••••• M•••• · Operating Partner · start date unknown Firm website
Investor relations (2)
- B••••• W••• · Investor Relations Associate · start date unknown Firm website
- E•••• R•••••• · Investor Relations M•••••• · start date unknown Firm website
Platform (5)
- C•••• P••••••••• · Fund Controller · start date unknown Firm website
- J••••••• B••••••• · Chief Financial Officer · start date unknown Firm website
- L•••• R••••••• K•••••• · General Counsel · since Sep 1, 2018 Form ADV Firm website
- L•••••• M••• · Director of Finance & Administration · start date unknown Firm website
- T•••••• J•••• P•••• · Cfo / Chief Compliance Officer / Coo / Limited Partner · since May 1, 2013 Form ADV
Other (1)
- J•• B•••• · Senior Advisor · start date unknown Firm website
6 former (kept with end dates)
- G••••• P••• B•••• · Limited Partner · Jan 1, 2016 to Mar 28, 2019 Inference
- H•••• D•••• d• L•••••• · Managing Director · Jul 1, 2013 to Mar 30, 2015 Inference
- L••••• C••••••• K••••• · Limited Partner · Jan 1, 2022 to Mar 27, 2024 Inference
- R•••••• L• B•••• · Limited Partner · Mar 1, 2013 to Jul 15, 2014 Inference
- J•••••• W• K••••• · General Counsel · Feb 1, 2015 to Mar 28, 2019 Inference
- J••• D••••••• · Limited Partner, Chief Compliance Officer · Mar 1, 2013 to Jul 15, 2014 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. 43 portfolio relationships and 13 transactions are on this record.
43 on record, newest first · 8 platforms · 7 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | N•• M••••• G•• C•••••• | Platform acquisition | Sponsor (confirmed) | active held 1 months | J••• J•••••• (confirmed) | b•••••••••.com |
| Aug 31, 2026 | R•••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | active held 1 months | unknown | prnewswire.com |
| Aug 31, 2026 | R•••••• | Platform acquisition | Sponsor (confirmed) | active held 1 months | unknown | b•••••••••.com |
| Aug 18, 2026 | B••••• H•••••• • A••••••••• add-on to A•••••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | C•••• D••••• (confirmed) | b•••••••••.com |
| Aug 12, 2026 | H•••••• M••••••••• C••••••••• a•• H•• S•••••• C•••••• add-on to O•••••• E••••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | unknown | b•••••••••.com |
All 43 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | N•• M••••• G•• C•••••• | Platform acquisition | Sponsor (confirmed) | active held 1 months | J••• J•••••• (confirmed) | b•••••••••.com |
| Aug 31, 2026 | R•••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | active held 1 months | unknown | prnewswire.com |
| Aug 31, 2026 | R•••••• | Platform acquisition | Sponsor (confirmed) | active held 1 months | unknown | b•••••••••.com |
| Aug 18, 2026 | B••••• H•••••• • A••••••••• add-on to A•••••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | C•••• D••••• (confirmed) | b•••••••••.com |
| Aug 12, 2026 | H•••••• M••••••••• C••••••••• a•• H•• S•••••• C•••••• add-on to O•••••• E••••• | Add-on acquisition | Sponsor (confirmed) | active held 1 months | unknown | b•••••••••.com |
| Aug 10, 2026 | B••••• C••••••••• G•••• | Platform acquisition | Sponsor (confirmed) | active held 1 months | M••• S•••••• (confirmed) | b•••••••••.com |
| Jul 16, 2026 | U••••• W••• H••••••• add-on to O•• E••••• P••••••• | Exit to a strategic buyer | Seller (confirmed) | exited exited Jul 16, 2026 held 0 months | unknown | prnewswire.com |
| Jul 16, 2026 | U••••• W••• H••••••• | Platform acquisition | Sponsor (confirmed), Seller (confirmed) | exited exited Jul 16, 2026 held 0 months | unknown | b•••••••••.com |
| May 18, 2026 | E•• C••••••••• add-on to A•••••• | Add-on acquisition | Sponsor (confirmed) | active held 4 months | C•••• D••••• (confirmed) | b•••••••••.com |
| Apr 22, 2026 | M••••••••• add-on to D•••• U•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 5 months | J••• J•••••• (confirmed) | b•••••••••.com |
| Dec 22, 2025 | U••••• U•••••• S•••••••• L•• | Sponsor to sponsor | Seller (confirmed), Seller (confirmed) | exited exited Dec 22, 2025 | unknown | b•••••••••.com |
| May 27, 2025 | H•••••• M••••••••• I••• add-on to A•••••• | Add-on acquisition | Sponsor (confirmed) | active held 1.3 years | C•••• D••••• (confirmed) | b•••••••••.com |
| Feb 12, 2025 | S••••••••• add-on to A•••••• | Add-on acquisition | Sponsor (confirmed) | active held 1.6 years | C•••• D••••• (confirmed) | b•••••••••.com |
| date unknown | U••••• U•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••• M••••• S••••••••• S•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | U••••• U•••••• S•••••••• L•• | Portfolio relationship | Role unknown | exited exited Dec 22, 2025 | unknown | Fact Press release |
| date unknown | B••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G••• S••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | D•••• U•••••••• | Portfolio relationship | Platform | active | unknown | Fact Firm website |
| date unknown | N••••••• W•••• I••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O•••••• E••••• | Portfolio relationship | Platform | active | unknown | Fact Firm website |
| date unknown | E•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G•••• D••••• S•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O•• E••••• P••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | E••• P••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••• P•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | V••••• i• a• F••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | L•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | R•••••••• e•••••••• w•••••• o• a• t•••• t••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B••••••••• • D••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••• T•••••••• C••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C••••• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••••• | Portfolio relationship | Platform | active | unknown | Fact Firm website |
| date unknown | T•••• L•••••• e•••••••• r•••••• a• b••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••• • R••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A• l•••• m•••••• w••• p•••• a••••• i•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
19 relationships
Placement agents (11)
- R•• I••••••••• L•• 6 shared · very strong · last Mar 17, 2025
- M••••• P•••• C••••••• L•• 4 shared · strong · last Jan 1, 2023
- F••••••••• E••••• C•••••• L•• 4 shared · strong · last Mar 17, 2026
- K•••••• I••• 4 shared · strong · last Mar 17, 2026
- C••••••• L•••••• • C•• I••• 2 shared · recurring · last Jan 1, 2021
- C••••••• L•••••• ••••••••• P••• 2 shared · recurring
- A••••••••• C••••••• I••• 2 shared · recurring · last Jan 1, 2014
- M••••• • C•••••• L•• 2 shared · recurring · last Jan 1, 2018
- G••••••• F•••••• 2 shared · recurring · last Mar 17, 2026
- C••••••• L•••••• A••• P•••••• L•• 2 shared · recurring
- B••••••• P••••••• L•• 2 shared · recurring · last Mar 17, 2026
Financial advisers (3)
- S••••••• 1 shared · one time · last Aug 12, 2026
- B••• S••••••••• I••• 1 shared · one time · last Aug 10, 2026
- B•••••••• P••••••• 1 shared · one time · last Aug 31, 2026
Legal advisers (4)
- K••••••• • E•••• L•• 2 shared · recurring · last Aug 10, 2026
- L••••• • W•••••• L•• 1 shared · one time · last Aug 10, 2026
- H••••• • G••••••• L•• 1 shared · one time · last Aug 12, 2026
- F•••••• H•••••• L•• 1 shared · one time · last Aug 12, 2026
Co-investors (1)
- O•• E••••• P••••••• 1 shared · one time · last Jul 16, 2026
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
16 not already shown above, of 22 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 18, 2026••• Locked
Full timeline · 22 eventsnewest first, including the LP commitments and deals above
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 31, 2026••• Locked
- Aug 18, 2026••• Locked
- Aug 12, 2026••• Locked
- Aug 10, 2026••• Locked
- Aug 10, 2026••• Locked
- Jul 16, 2026••• Locked
- Jul 16, 2026••• Locked
- May 18, 2026••• Locked
- Apr 27, 2026••• Locked
- Apr 22, 2026••• Locked
- Mar 30, 2026••• Locked
- Mar 2, 2026••• Locked
- Feb 2, 2026••• Locked
- Dec 22, 2025••• Locked
- Dec 22, 2025••• Locked
- Jun 11, 2013••• Locked
Across the graphs
B••••••• C•••••• P••••••• M••••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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