DFX Intelligence
Private Equity Intelligence
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Firms / M•••••• C•••••• F•••••• L••
M•••••• C•••••• F•••••• L••
Offering private credit, equity, and real asset strategies with $40B AUM and deep middle market expertise.
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 22 of 31 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 22 of 31 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 27, 2016 to May 11, 2020
- RAUM
- $3.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 22
- PE fund GAV, latest filing
- $1.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 71%
- Fund type mix
- filed 2020-05-11, latest gav Private Equity Fund $1.3B, Securitized Asset Fund $2.1B, latest counts Private Equity Fund 22, Securitized Asset Fund 6, lifetime distinct Private Equity Fund 22, Securitized Asset Fund 9
- Employees
- 101
- Headquarters
- Chicago, IL
- Office address
- 227 WEST MONROE STREET, SUITE 5400, Chicago, IL, 60606
- Business phone
- 312-596-6900
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $3.5M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- We seek managers focused on business building who invest in established, specialized lower middle market and middle market companies, often as the first institutional capital into founder or family-owned businesses.
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
0 on record, 18 more on the reporting tape
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| M•• K• F••• L•• | Private Equity Fund | 2019 to 2019 | $305M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• A••••• L••• F••• L• | Private Equity Fund | 2016 to 2019 | $127M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•• P• F••• L• | Private Equity Fund | 2019 to 2019 | $120M filed May 31, 2019 | adviserinfo.sec.gov | |
| I•••••••• I••••••••• B• I• L••• | Private Equity Fund | 2018 to 2019 | $96.6M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•• M•••••••• F••• I• L•• | Private Equity Fund | 2016 to 2019 | $60.0M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• | Private Equity Fund | 2019 to 2019 | $46.5M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• | Private Equity Fund | 2018 to 2019 | $38.1M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• S••••• 2••• | Private Equity Fund | 2016 to 2019 | $32.7M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• | Private Equity Fund | 2016 to 2019 | $28.6M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• | Private Equity Fund | 2016 to 2019 | $27.2M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•• S••••• 2••• | Private Equity Fund | 2016 to 2019 | $17.8M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• | Private Equity Fund | 2016 to 2019 | $12.8M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• | Private Equity Fund | 2016 to 2019 | $7.4M filed May 31, 2019 | adviserinfo.sec.gov | |
| M••••••••• F•••• L••• | Private Equity Fund | 2016 to 2019 | $2.0M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• | Private Equity Fund | 2016 to 2019 | $1.7M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•• S••••• 2••• | Private Equity Fund | 2016 to 2019 | $1.4M filed May 31, 2019 | adviserinfo.sec.gov | |
| M•• K• F••• I• L•• | Private Equity Fund | 2019 to 2019 | $0 filed May 31, 2019 | adviserinfo.sec.gov | |
| M•• H••••• F••• L•• | Private Equity Fund | 2019 to 2019 | $0 filed May 31, 2019 | adviserinfo.sec.gov |
Team
41 current, 3 former
Managing partner (3)
- C••••••••• W•••• T••••• · S••••• Managing Director, Chief Executive Officer · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• A•••••••• H••••• · Elected Manager, Chairman Of Audit Committee · since Feb 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Y••••••• H••• · Chairman Of The Board And Elected Manager, And Member Of The Audit Committee · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (18)
- A•••••• R••••• M••••• · Elected Manager And Member Of The Audit Committee · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• H••••••• S•••• · Elected Manager · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• D•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• B•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• A•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• H•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• M•••••• H•••• · Elected Manager And Member Of The Audit Committee · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• S••• Y••• · Elected Manager · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• H••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• J•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• H••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• D••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S•• J••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (9)
- A••• G•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• B•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• F•••• · S••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• F•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• A••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• G•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••• H••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (7)
- B•••••• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• H••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• J•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• C•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- J••• G•••• · Chief Financial Officer & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T••• M••••• · Chief Compliance Officer · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• A••••• · Head of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• E••••• K••••• · Chief Financial Officer And Managing Director · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- H••• J••••• W••• · Chief Executive Officer , Managing Director, And Elected Manager · Jan 1, 2014 to Feb 16, 2019 Inference
- K•••• G•••• R••••••••• · Chief Compliance Officer And Corporate Vice President · Jul 1, 2016 to Mar 31, 2017 Inference
- T••• M••• M•••••• · Chief Compliance Officer And Managing Director · Jan 1, 2012 to Jul 15, 2016 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
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 17, 2021 | Platform acquisition | P•••• P•••••••• I••• | Mezzanine lender (confirmed) | riverassociates.com |
| Mar 31, 2014 | Add-on acquisition | A•••• C••••••• C•••••• L••• H••••••••• | Lender (confirmed) | centuryparkcapital.com |
| Jan 31, 2012 | Platform acquisition | I•• P•••••••• I••• | Lender (confirmed) | centuryparkcapital.com |
| Jul 20, 2006 | Platform acquisition | E••••• E••••••••• I••• | Lender (confirmed) | centuryparkcapital.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Sep 1, 2026Adviser CRD 284091 is not on the SEC registered or exempt adviser roster of 2026-09-01
- May 27, 2016M•••••• C•••••• F•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
M•••••• C•••••• F•••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA 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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