DFX Intelligence
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Y•••••• M••••• M••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Los Angeles, CAy••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.5B
- PE fund assets
- $1.5B
- PE funds
- 8
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 4
- Placement agents 1
- RAUM $1.5B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.48bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
- Strategies
- SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 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)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 30, 2026
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $1.5B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 10
- Employees
- 23
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Y•••••• A••••••• A••••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $163M as of Mar 26, 2024 | no Form D | Unknown | |
| Y•••••• A••••••• A••••••• ••••••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $51.5M as of Mar 26, 2024 | no Form D | Unknown | |
| Y•••••• A••••••• A••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $745M as of Mar 26, 2024 | no Form D | Unknown | |
| Y•••••• A••••••• A••••••• ••••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $488M as of Mar 26, 2024 | no Form D | Unknown | |
| Y•••••• C•••••••• I••••••••• F•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.8M as of Mar 26, 2024 | no Form D | Harvest | |
| Y•••••• C•••••••• I••••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.5M as of Mar 26, 2024 | no Form D | Harvest | |
| Y•••••• C•••••••• I••••••••• ••••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $3.1M as of Mar 26, 2024 | no Form D | Harvest | |
| Y•••••• A••••••• S•••••• S•••••••• F••• I• L• ADV: Private Equity Fund | Special situations fund | unknown | $3.0M as of Mar 26, 2024 | no Form D | Harvest | |
| Y•••••• A••••••• A••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $17 as of Mar 25, 2024 | no Form D | Wound down | |
| Y•••••• A••••••• A••••••• ••••••••• F••• I• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $3 as of Mar 25, 2024 | no Form D | Wound down |
Team
7 current, 2 former
Managing partner (1)
- R••••• W•••• B••••• · M••••••• M••••• O• Y•••••• C•••••••• A•••••••• I•• L•• · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- I•• L•••• T•••••• · S••••• P•••••• O• Y•••••• M••••• M••••••• L•• · since May 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• L••••• S•••••• · S••••• P•••••• O• Y•••••• M••••• M••••••• L•• · since May 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- R••••• P• B••••••••• · V••• P•••••••• A•• S•••••••• O• Y••• M••••••• L•• · since Nov 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- E••••• J•••••• · Trustee Of June Bug L••••••• Trust · since Mar 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D••••• A•••• L••••• · A•••••••• G•••••• C•••••• A•• C•••• C••••••••• O•••••• O• Y•••••• M••••• M••••••• L•• · 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)
- H•••• A•••••• · C•••• F•••••••• O•••••• O• Y•••••• M••••• M••••••• L•• · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- C•••• D•••• B••••• · C•••• F•••••••• O•••••• O• Y•••••• M••••• M••••••• L•• · May 1, 2011 to Mar 31, 2016 Inference
- H•••• E••••• O•••• · A•••••••• G•••••• C•••••• A•• C•••• C••••••••• O•••••• O• Y•••••• M••••• M••••••• L•• · Sep 1, 2013 to Sep 21, 2018 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
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 22, 2025 | Take-private | S••• H•••• • C• I••• | Sponsor (derived) | sec.gov |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- G•••••••• I••••••••• G••••• L•• 2 shared · recurring · last Jan 1, 2016
LP commitments
3 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in Y•••••• A••••••• A••••••• F••• I•• L• $349M calpers.ca.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in Y•••••• A••••••• A••••••• F••• I•• L• $20.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in Y•••••• A••••••• A••••••• F••• I• L• $10.0M lacers.org
Events
1 most recent
- Feb 13, 2012••• Locked
Across the graphs
Y•••••• M••••• M••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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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