DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
P•••• C••••••• L•••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Princeton, NJ
Buyout firm, based in Princeton, NJ.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.9B
- PE fund assets
- $6.9B
- PE funds
- 21
- Investments held
- 0 of 19
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 3 fundsbacked by one plan
C••••••••• P••••• E••••••••• R••••••••• S••••• has backed 3 of its funds since 2023, $1.3B disclosed, and re-upped $200M into P•••• C•••••• F••• I••• (reported 31 Dec 2025).
A plan that keeps re-upping is the reference an allocator calls first, and its peers tend to follow it in.
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
- 36 of 36 distinct vehicles are sworn Private Equity Funds; 35 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $6.86bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)36 of 36 distinct vehicles are sworn Private Equity Funds; 35 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)29 of 29 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $6.9B · 21 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Nov 16, 2020 to Mar 30, 2026
- RAUM
- $6.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 21
- PE fund GAV, latest filing
- $6.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.9Bsum 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: 21 funds, $6.9B reported gross assets, 36 ever reported
- Employees
- 12
- Headquarters
- Princeton, NJ
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 19 observed dealsShowHide
Stated by the firm
- Sectors
- Technology
- 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
- ••• Locked
Observed from deals on record
- On record
- 19 companies, 19 holdings
- Most deals
- Financial services (1 of 19, e.g. Sokin), industrial manufacturing (1 of 19)
- Subsectors
- Financial services (1 of 19), miscellaneous manufacturing (1 of 19)
- Deal roles
- 19 with role not stated
- Control
- 19 not stated
19 companies on the graph (0 transactions); most in financial services (1); no dated observations
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.
29 families, 35 vehicles on record
P•••• C•••••• F••• I•• L••• · 2 vehicles · vintage 2025$443M
- P•••• C•••••• F••• I•••• L••• Feeder or parallel · 2024$382M
- P•••• C•••••• F••• I•• L••• buyout or unlabelled · 2025$61.2M
T••••••• I••••••••• O••••••••• I•• L••• · 1 vehicle · vintage 2024$1.5B
- T••••••• I••••••••• O••••••••• I•• L••• buyout or unlabelled$1.5B
T••••••• I••••••••• O••••••••• L••• · 1 vehicle · vintage 2023$2.9B
- T••••••• I••••••••• O••••••••• L••• buyout or unlabelled · 2023$2.9B
C•••••• I••••••••• H••••••••• L•• · 1 vehicle · vintage 2023$576M
- C•••••• I••••••••• H••••••••• L•• buyout or unlabelled · 2023$576M
C•••••• I••••••••• H••••••• L•• · 2 vehicles · vintage 2023$350M
- C•••••• I••••••••• H••••••••• L•• Feeder or parallel$340M
- C•••••• I••••••••• H••••••• L•• Feeder or parallel · 2023$10.0M
24 smaller families are in the full list of vehicles.
View all 35 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••• C•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $61.2M as of Mar 30, 2026 | $98.0M | Unknown | |
| P•••• P••• I••••••••• O••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $23.4M as of Mar 30, 2026 | $5.0M | Unknown | |
| P•••• C•••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 Form D first sale | $382M as of Mar 30, 2026 | $200M | Unknown | |
| E••••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $5.4M as of Mar 21, 2024 | $0 | Unknown | |
| I••••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $3.3M as of Mar 21, 2024 | $0 | Unknown | |
| T••••••• I••••••••• O••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $2.9B as of Mar 30, 2026 | $712M | Early deployment | |
| C•••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $576M as of Mar 30, 2026 | $0 | Active deployment | |
| P•••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $135M as of Mar 30, 2026 | $0 | Unknown | |
| O•• F••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $135M as of Mar 30, 2026 | $0 | Active deployment | |
| G••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $57.3M as of Mar 30, 2026 | $0 | Active deployment | |
| O•••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $27.5M as of Mar 30, 2026 | $0 | Active deployment | |
| A•••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $11.2M as of Mar 30, 2026 | $0 | Unknown | |
| C•••••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $10.0M as of Mar 21, 2024 | $0 | Early deployment | |
| P•••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $7.7M as of Mar 30, 2026 | $0 | Unknown | |
| E•••• I••••••••• H••••••• I• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $2.9M as of Mar 21, 2024 | $0 | Unknown | |
| I••• •• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $67.2M as of Mar 30, 2026 | $0 | Unknown | |
| E•••• I••••••••• H••••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $31.2M as of Mar 30, 2026 | $25.7M | Active deployment | |
| E•••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.9M as of Mar 30, 2026 | $0 | Active deployment | |
| C•••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.4M as of Mar 30, 2026 | $0 | Harvest | |
| R•••• •• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $316,821 as of Sep 11, 2023 | $0 | Wound down | |
| R•••• •• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $71,264 as of Sep 11, 2023 | $0 | Wound down | |
| R•••• I•• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $59,371 as of Mar 29, 2022 | $0 | Wound down | |
| R•••• C••••••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $37,020 as of Sep 11, 2023 | $0 | Wound down | |
| R•••• C••••••••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $31,451 as of Sep 11, 2023 | $0 | Wound down | |
| R•••• C••••••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $22,518 as of Sep 11, 2023 | $0 | Wound down | |
| M••••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $883 as of Mar 21, 2024 | $0 | Unknown | |
| P•••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $440M as of Mar 30, 2026 | $200M | Active deployment | |
| Q•••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 Form D first sale | $13.0M as of Mar 30, 2026 | $13.0M | Mature | |
| T••••••• I••••••••• O••••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.5B as of Mar 30, 2026 | $0 | Unknown | |
| C•••••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $340M as of Mar 30, 2026 | $0 | Unknown | |
| P•••• C•••••• I••••••••• O••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $74.1M as of Mar 30, 2026 | $0 | Unknown | |
| P•••• P••• I••••••••• O••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.3M as of Mar 30, 2026 | $0 | Unknown | |
| R•••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $242,149 as of Mar 21, 2024 | no Form D | Harvest | |
| R•••• I••••••••• H••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $18,711 as of Mar 21, 2024 | no Form D | Harvest | |
| R•••• •• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $14,387 as of Sep 11, 2023 | $0 | Wound down |
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). A person named by two sources under two spellings is shown once, with both sources.
16 current, 0 former
- Co-Founder & Partner
- Partner
- Partner · since Mar 1, 2023
- Member · since Jun 1, 2019
- Member · since Jun 1, 2019
Full team · 16 peoplegrouped by role, with sources
Managing partner (1)
- M••• R•••••• · Co-Founder & Partner · start date unknown Firm website
Partner (5)
- K•••• W•• · Partner · start date unknown Firm website
- L••••• E•••• M•••••• · Partner · since Mar 1, 2023 Form ADV Firm website
- J•• J••• H• P••• · Member · since Jun 1, 2019 Form ADV Firm website
- M•••••• C•••••• R•••••• · Member · since Jun 1, 2019 Form ADV
- M••••••• S••••• M••• · Member · since Jun 1, 2019 Form ADV Firm website
Principal (2)
- D•••• H•• · Principal · start date unknown Firm website
- K•••••• M••••••• · Principal · start date unknown Firm website
Vice president (1)
- O••••• G••• · Senior Associate · start date unknown Firm website
Associate (3)
- E•••• L• · Associate · start date unknown Firm website
- I•• M•••••••• · Associate · start date unknown Firm website
- S•• H•••• · Associate · start date unknown Firm website
Operating partner (1)
- J•••• C••• · Operating Partner · start date unknown Firm website
Platform (3)
- B••••••••• M••••• · Principal, CFO & CCO · start date unknown Firm website
- D•••• L•• · Fund Controller · start date unknown Firm website
- M••• B••••••••• M••••• · Chief Financial Officer, Chief Compliance Officer · since Jan 1, 2023 Form ADV
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. 19 portfolio relationships and 0 transactions are on this record.
19 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 19 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S•••••• B•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | F•••••••• I••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | F•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | W•••••• A••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C•••• S••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | I••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••• R••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | E••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | F•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••• T••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- A••••• A••••••• I••• 3 shared · strong · last Jan 6, 2023
- W•••••• B•••• • C•••••• L••••• 3 shared · strong · last Sep 10, 2026
- O••••••• L•• 3 shared · strong · last Sep 10, 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.
1 LPs, 3 disclosed commitments
- 2025-12-31C••••••••• P••••• E••••••••• R••••••••• S•••••3 commitments to 2 funds · $1.3B disclosed
All 3 commitmentsgrouped by LP, largest first
C••••••••• P••••• E••••••••• R••••••••• S••••• $1.3B disclosed
- in T••••••• I••••••••• O••••••••• L••• $1.0B calpers.ca.gov
- fund not resolved $200M calpers.ca.gov
- in P•••• C•••••• F••• I• L• $100M calpers.ca.gov
Events
3 not already shown above, of 4 most recent
- Sep 10, 2026••• Locked
- Aug 4, 2026••• Locked
- Nov 16, 2020••• Locked
Full timeline · 4 eventsnewest first, including the LP commitments and deals above
- Sep 10, 2026••• Locked
- Aug 4, 2026••• Locked
- Dec 31, 2025••• Locked
- Nov 16, 2020••• Locked
Across the graphs
P•••• C••••••• L••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Venture Capital.
Independent Sponsors1RIA and Wealth1Allocators1Venture Capital1
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.
Checking your plan…
Not yet on record: deals, last 12 months.