DFX Intelligence
Private Equity Intelligence
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Firms / F••••••• A•••••••• I•••
F••••••• A•••••••• I•••
Venture firm with private equity activity · probableMiddle marketSan Mateo, CAf•••••••••.comSEC registered investment adviser
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- Middle marketdefined by: proxy: $1.80bn Private Equity Fund GAV on the Form ADV filed 2024-12-24
- Strategies
- GROWTH EQUITY
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 45 of 82 distinct vehicles are sworn P•••••• Equity Funds; 43 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 23, 2011 to Dec 24, 2024
- RAUM
- $467Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 42
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 55%
- Fund type mix
- filed 2024-12-24, latest gav Hedge Fund $354M, Liquidity Fund $348M, Other Private Fund $149M, Private Equity Fund $1.8B, Securitized Asset Fund $1.6B, latest counts Hedge Fund 9, Liquidity Fund 1, Other Private Fund 1, Private Equity Fund 42, Securitized Asset Fund 6, lifetime distinct Hedge Fund 15, Liquidity Fund 1, Other Private Fund 12, Private Equity Fund 45, Securitized Asset Fund 9
- Employees
- 408
- Headquarters
- San Mateo, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
- not stated or not yet read
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
81 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••••••• V••••••• I••••••••• L••• • O••••••••• F••• S••••• V• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $52.5M | Fundraising |
| F••••••• V••••••• I••••••••• L•••• O••••••••• F••• S••••• V• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $19.0M | Fundraising |
| F••••••• V••••••• I••••••••• L•••• T••••••••• O••• S••••• I• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $27.3M | Fundraising |
| F•• G••••• P•••••••• L••• ADV: P•••••• Equity Fund | Growth fund | 2024 first reported on Form ADV | $372M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • S•••••••• T••••••••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $80.5M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • S•••••••• T••••••••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $57.7M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • P•••••• T••••••••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $26.7M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • S•••••••• T••••••••• S••••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $25.0M as of Dec 24, 2024 | $33.6M | Unknown | |
| F••••••• V••••••• I••••••••• L••• • I••••••••• F••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 Form D first sale | $19.3M as of Dec 24, 2024 | $17.3M | Unknown | |
| F••••••• T•••••••• B••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $15.8M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • P•••••• F••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $8.6M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • T••••••••• O••• S••••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $7.8M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • I••••••••• F••• S••••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $7.4M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • E••••••••• T••••••••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3.5M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L•••• O••••••••• F••• S••••• I• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $31.0M | Fundraising |
| F••••••• T•••••••• E••••••• M••••• D••• O••••••••• ••••••• F•••• L•• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $149M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • T••••••••• O••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $68.5M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • O••••••••• F••• S••••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $57.4M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 1• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $29.2M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • O••••••••• F••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $24.2M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • T••••••••• O••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $14.4M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • I••••••••• F••• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $11.0M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • O••••••••• F••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.8M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • F•• G••••• S••••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $5.1M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• T•••••••• E••••••• M••••• D••• O••••••••• F•••• L••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $0 as of Sep 24, 2024 | no Form D | Wound down | |
| F••••••• B••••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $103M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 8• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $96.1M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• T•••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $92.3M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• S••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $32.8M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • G••••• F••• S••••• ADV: P•••••• Equity Fund | Growth fund | 2022 first reported on Form ADV | $28.5M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• V• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $23.9M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• X• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $15.4M as of Dec 24, 2024 | no Form D | Unknown | |
| F•• T••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $13.4M as of Dec 24, 2024 | no Form D | Early deployment | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 9• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.9M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• V••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $10.4M as of Dec 24, 2024 | no Form D | Unknown | |
| Q• I•••••••• D•• G••••• E••••••• M•••••• E••••• F••• L• ADV: Other P•••••• Fund | SPV | 2021 first reported on Form ADV | $105M as of Sep 27, 2023 | no Form D | Wound down | |
| F••••••• V••••••• I••••••••• L••• • E••••••••• T••••••••• S••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $45.9M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $29.5M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• T•••••••• B••••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $24.9M as of Dec 24, 2024 | no Form D | Active deployment | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $16.1M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 4• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $12.1M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 6• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.8M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• V• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.7M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• I• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.2M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• V•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.2M as of Dec 24, 2024 | no Form D | Unknown | |
| F••••••• V••••••• I••••••••• L••• • F••••••• F•• S••••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Sep 27, 2023 | no Form D | Wound down | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 5• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Sep 27, 2023 | no Form D | Wound down | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 2• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $33.9M as of Sep 27, 2023 | no Form D | Wound down | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 3• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $9.2M as of Dec 24, 2024 | no Form D | Mature | |
| F••••••• V••••••• I••••••••• L••• • F•• S••••• 1• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $9.2M as of Dec 24, 2024 | no Form D | Mature | |
| F••• H••••••• C••••••••• ADV: Hedge Fund | SPV | 2020 first reported on Form ADV | $6.3M as of Dec 24, 2024 | no Form D | Active deployment | |
| F••••••• T••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $227M as of Dec 24, 2024 | no Form D | Harvest | |
| F• ••••••••• O••••••• I••••••••• L•••••• ADV: Other P•••••• Fund | Feeder or parallel | 2018 first reported on Form ADV | $113M as of Oct 22, 2019 | no Form D | Wound down | |
| F••••••• B••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $107M as of Dec 24, 2024 | no Form D | Mature | |
| F••••••• S••••••••• G••••• P••••• M••••• F•••• L• ADV: Other P•••••• Fund | buyout or unlabelled | 2018 first reported on Form ADV | $11.8M as of Aug 4, 2020 | no Form D | Wound down | |
| F••••••• S••••••••• N••••••• C••••••••• M••••• F•••• L• ADV: Other P•••••• Fund | buyout or unlabelled | 2018 first reported on Form ADV | $8.6M as of Aug 4, 2020 | no Form D | Wound down | |
| E••••••• M•••••• L•••• C••••••• B••• ••••••• F•••• L••• ADV: Hedge Fund | SPV | 2013 first reported on Form ADV | $9.7M as of Dec 24, 2024 | no Form D | Unknown | |
| M•••• H••••••• C••••••••• ADV: Other P•••••• Fund | SPV | 2013 first reported on Form ADV | $919,745 as of Feb 25, 2014 | no Form D | Wound down | |
| M••• W•••• C••• L••• ADV: Securitized Asset Fund | Credit fund | unknown | $283M as of Mar 7, 2018 | no Form D | Wound down | |
| F••••••• C•• V•• L••• ADV: Securitized Asset Fund | Credit fund | unknown | $251M as of Mar 7, 2018 | no Form D | Wound down | |
| F•• H••••••• C••••••••• ADV: Other P•••••• Fund | SPV | unknown | $28.0M as of Oct 14, 2013 | no Form D | Wound down | |
| F••••••• C•• I•• L••• ADV: Other P•••••• Fund | Credit fund | unknown | $21.8M as of Oct 14, 2013 | no Form D | Wound down | |
| G••••• T••••••• ••••••• F•••• L••• ADV: Hedge Fund | SPV | unknown | $12.1M as of Feb 25, 2014 | no Form D | Wound down | |
| F••• H••••••• C••••••••• ADV: Other P•••••• Fund | SPV | unknown | $3.2M as of Oct 14, 2013 | no Form D | Wound down | |
| G•• H••••••• C••••••••• ADV: Other P•••••• Fund | SPV | unknown | $2.3M as of Feb 25, 2014 | no Form D | Wound down | |
| F••••••• C•• I• L•••••• ADV: Other P•••••• Fund | Credit fund | unknown | $1.2M as of Mar 30, 2012 | no reporting | no Form D | Wound down |
| F••••••• C•• V• L••• ADV: Securitized Asset Fund | Credit fund | unknown | $371,381 as of Mar 7, 2018 | no Form D | Wound down | |
| T•••••••• G••••• B••• P••• ••••••• F•••• L••• ADV: Hedge Fund | SPV | unknown | $191,616 as of Dec 24, 2024 | no Form D | Harvest | |
| F••••••• T•••••••• G••••• M••••••••• P••• ••••••• F•••• L••• ADV: Hedge Fund | SPV | unknown | $0 as of Dec 24, 2024 | no Form D | Harvest | |
| F••••••• V••••••• I••••••••• L•••• I••••••••• F••• S••••• V• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F•• D•••••• F••••• F••• I•• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F••••••• B••••••••• O••••••••• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F•• N••••••• S••••••• F••• I•• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F••••••• V••••••• I••••••••• L••• • E••••••••• T••••••••• S••••• I•• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F••••••• V••••••• I••••••••• L•••• S•••••••• T••••••••• S••••• I• | buyout or unlabelled | unknown | unknown | no reporting | $75.5M | Fundraising |
| F•• H••••• I••••••••• F•••• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F••••••• V••••••• I••••••••• L•••• I••••••••• F••• S••••• V• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F•• G••••• P••••••• I•• L••• | Growth fund | unknown | unknown | no reporting | $0 | Fundraising |
| F•• D•••••• F••••• F•••• L••• | buyout or unlabelled | unknown | unknown | no reporting | $160M | Fundraising |
| F••••••• B••••••••• I••• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| F••••••• T•••• I••• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
Team
15 current, 12 former
Managing partner (1)
- E••••• D•••••• P•••• · President And Director · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- R••••• H••••• J•••••• · Director · since Oct 1, 1985 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (9)
- A••• J•• P••••• · Executive Vice President · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• T••••••••• C••••• · Executive Vice President And Chief Investment Officer · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• C• F•••• · Executive Vice President · since Nov 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• H•••••••• · Executive Vice President · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• P••• M••••••• · Executive Vice President And Portfolio Manager · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• A••• B•••••• · Executive Vice President · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• D•••• · Executive Vice President And Director · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• H••••• D•••• · Executive Vice President And Director · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••• A••••••• T••••••• · Executive Vice President · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- B•••• A•••••• D•••• · Chief Compliance Officer · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• P••• A•••••• · Treasurer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• H••••• O••••• · Chief Financial Officer · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• C•••••• M••••••• · Chief Legal Officer · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
12 former (kept with end dates)
- E••••• B••••• J••••••• · President · Apr 1, 2017 to Feb 4, 2019 Inference
- B•••• M••• B••••••• · Chief Compliance Officer · Sep 1, 2009 to Feb 28, 2023 Inference
- C•••• S••••• T••• · Chief Legal Officer · Dec 1, 2006 to Sep 30, 2022 Inference
- K•••••• A•••• L•••• · Chief Financial Officer · Dec 1, 2006 to Jun 26, 2019 Inference
- M•••••• N••••••• · Chief Financial Officer · Jul 1, 2019 to Oct 22, 2019 Inference
- C••••••••• J•••• M••••••• · Director And Exec. Vice President · May 1, 1998 to Feb 4, 2019 Inference
- J••• M•••••• L••• · Director And Vice President · Jan 1, 2007 to Apr 6, 2016 Inference
- M•••••• S••••••• G••••• · Executive Vice President · Dec 1, 2006 to Feb 16, 2021 Inference
- M••• L•••• C••••••• · Vice President · May 1, 2023 to Jun 22, 2023 Inference
- N••••• R•••••• F•••••• · Executive Vice President · Sep 1, 2013 to Dec 23, 2016 Inference
- T••••• J••• F••••• · Executive Vice President · Aug 1, 2017 to Jun 23, 2021 Inference
- W•••••• Y•••• Y•• · Executive Vice President · Jan 1, 2009 to Nov 10, 2022 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A••••••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
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
9 relationships
Placement agents (9)
- F••••••• D••••••••• L•• 26 shared · very strong · last Jun 17, 2026
- J••• M••••• S••••••••• L•• 13 shared · very strong · last Jun 17, 2026
- F••••••• T•••••••• F•••••••• S••••••• C•••• 6 shared · very strong · last Jan 1, 2019
- M••••• S•••••• 3 shared · strong · last Jan 1, 2024
- B••••••••• M••••••• I•• 1 shared · one time · last Jan 1, 2022
- U•• I••••••••• B••• 1 shared · one time · last Jan 1, 2012
- M••••• S•••••• • C•• L•• 1 shared · one time · last Jan 1, 2012
- R•• S••••••••• I••• 1 shared · one time · last Jan 1, 2012
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 1 shared · one time · last Jan 1, 2012
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
2 most recent
- Jul 10, 2026F••••••• A•••••••• I•••: P•••••• Equity Funds on Form ADV 42 (2024 extract) -> 50 (roster 2026-09-01)
- Dec 23, 2011F••••••• A•••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
F••••••• A•••••••• I••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Private 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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