DFX Intelligence
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A••••••• P•••••••
Fund of fundsClassification probableunsizedSEC registered investment adviser· Washington, DC
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $9.3B
- PE funds
- 0
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. Last change: 21 Jun 2021, Filed a Form D on 21 Jun 2021, the first public sign that a vehicle is taking commitments.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- 28 of 31 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 18, 2026Fund of funds (probable, 75%)28 of 31 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%)28 of 29 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $9.3B · 0 PE funds · filed Jul 23, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 15, 2012 to Jul 23, 2026
- RAUM
- $9.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.1Bevery 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
- 2%
- Fund type mix
- Other private fund: 66 funds, $9.1B reported gross assets
- Private equity fund: 1 ever reported
- Employees
- 16
- Headquarters
- Washington, DC
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Healthcare, technology, building products, software
- 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
- Minority
- Thesis
- ••• Locked
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
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.
14 families, 31 vehicles on record
A••••••• P••••••• V•••• L••• · 2 vehicles · vintage 2021$517M
- A••••••• P••••••• V•••• L••• Fund of funds · 2021$499M
- A••••••• P••••••• V•••••• L••• Fund of funds · 2021$17.9M
A••••••• P••••••• W• L••• L••• · 1 vehicle · vintage 2021$72.4M
- A••••••• P••••••• W• L••• L••• Fund of funds · 2021$72.4M
A••••••• P••••••• G••••• I•• L••• · 2 vehicles · vintage 2020$485M
- A••••••• P••••••• G••••• I•• L••• Fund of funds · 2020$286M
- A••••••• P••••••• G••••• I••• M•••••• L••• Fund of funds · 2020$198M
A••••••• P•••••••• L••• · 5 vehicles · vintage 2020$101M
- A••••••• P••••••• D• L••• Fund of funds · 2020$37.9M
- A••••••• P••••••• C• L••• Fund of funds · 2020$30.0M
- A••••••• P••••••• B• L••• Fund of funds · 2019$19.2M
- A••••••• P••••••• a• L••• Fund of funds · 2018$10.1M
- A••••••• P•••••••• L••• Fund of funds$3.4M
A••••••• P••••••• B••••••••• I• L••• · 1 vehicle · vintage 2020$64.4M
- A••••••• P••••••• B••••••••• I• L••• Fund of funds · 2020$64.4M
9 smaller families are in the full list of vehicles.
View all 31 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• P••••••• V•••• L••• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $499M as of Jul 23, 2026 | no Form D | Active deployment | |
| A••••••• P••••••• W• L••• L••• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $72.4M as of Jul 23, 2026 | $0 | Active deployment | |
| A••••••• P••••••• V••••• L••• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $25.5M as of Jul 23, 2026 | $0 | Active deployment | |
| A••••••• P••••••• V•••••• L••• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $17.9M as of Jul 23, 2026 | $0 | Active deployment | |
| A••••••• P••••••• E• L••• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $13.7M as of Jul 23, 2026 | $0 | Mature | |
| A••••••• P••••••• G••••• I•• L••• ADV: Other Private Fund | Fund of funds | 2020 Form D first sale | $286M as of Jul 23, 2026 | $177M | Active deployment | |
| A••••••• P••••••• G••••• I••• M•••••• L••• ADV: Other Private Fund | Fund of funds | 2020 Form D first sale | $198M as of Jul 23, 2026 | $106M | Active deployment | |
| A••••••• P••••••• G••••• I••• L••• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $83.4M as of Jul 23, 2026 | no Form D | Unknown | |
| A••••••• P••••••• B••••••••• I• L••• ADV: Other Private Fund | Fund of funds | 2020 Form D first sale | $64.4M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• V••••• L••• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $41.5M as of Jul 23, 2026 | no Form D | Unknown | |
| A••••••• P••••••• D• L••• ADV: Other Private Fund | Fund of funds | 2020 Form D first sale | $37.9M as of Jul 23, 2026 | no Form D | Active deployment | |
| A••••••• P••••••• C• L••• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $30.0M as of Jul 23, 2026 | no Form D | Unknown | |
| A••••••• P••••••• V••••• L••• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $4.8M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P••••••• V••• L••• ADV: Other Private Fund | Fund of funds | 2019 first reported on Form ADV | $503M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P••••••• G••••• I• L••• ADV: Other Private Fund | Fund of funds | 2019 first reported on Form ADV | $462M as of Jul 23, 2026 | no Form D | Unknown | |
| A••••••• P••••••• B• L••• ADV: Other Private Fund | Fund of funds | 2019 first reported on Form ADV | $19.2M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P••••••• V•••• L••• ADV: Other Private Fund | Feeder or parallel | 2018 Form D first sale | $45.0M as of Jul 23, 2026 | no Form D | Unknown | |
| A••••••• P••••••• V•••• L••• ADV: Other Private Fund | Fund of funds | 2018 Form D first sale | $24.0M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• V•••• L••• ADV: Other Private Fund | Fund of funds | 2018 Form D first sale | $10.9M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• a• L••• ADV: Other Private Fund | Fund of funds | 2018 Form D first sale | $10.1M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• V•••• L••• ADV: Other Private Fund | Fund of funds | 2018 Form D first sale | $8.4M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P••••••• V••• L••• ADV: Other Private Fund | Feeder or parallel | 2018 first reported on Form ADV | $109,316 as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• V•• L••• ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $499M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P••••••• V• L••• ADV: Other Private Fund | Fund of funds | 2014 Form D first sale | $372M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• P••••••• I•• L••• ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $11.2M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• I•• L••• ADV: Other Private Fund | Fund of funds | 2012 Form D first sale | $155M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• I••• L••• ADV: Other Private Fund | Fund of funds | 2008 Form D first sale | $136M as of Jul 23, 2026 | no Form D | Harvest | |
| A••••••• P••••••• I•• L••• ADV: Other Private Fund | Fund of funds | unknown | $39.3M as of Jul 23, 2026 | no Form D | Mature | |
| A••••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $3.4M as of Mar 31, 2017 | no Form D | Wound down | |
| A••••••• T•••• B••••••••• F•••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| A••••••• T•••• B••••••••• F•••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | 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). A person named by two sources under two spellings is shown once, with both sources.
20 current, 0 former
- Managing Partner · since Dec 1, 2022
- Managing Member · since Feb 1, 2000
- Partner
- Partner
- Partner
Full team · 20 peoplegrouped by role, with sources
Managing partner (2)
- A••• K•••• R••••• · Managing Partner · since Dec 1, 2022 Form ADV
- J••••• M•••• K••••• · Managing Member · since Feb 1, 2000 Form ADV Firm website
Partner (3)
- A••• V••••••• · Partner · start date unknown Firm website
- M•••• P•••• · Partner · start date unknown Firm website
- M••••• V•••••• · Partner · start date unknown Firm website
Vice president (2)
- A••••• B•••••• · Vice President · start date unknown Firm website
- D••• R••• · Vice President · start date unknown Firm website
Associate (3)
- A••••• T••••••• · Investment Associate · start date unknown Firm website
- S••••• M••••• · Investment Associate · start date unknown Firm website
- W••••• A••••• · Investment Associate · start date unknown Firm website
Analyst (1)
- B•••••• B••••• · Investment Analyst · start date unknown Firm website
Platform (9)
- D••••• P•••• · Operations Analyst · start date unknown Firm website
- Z••• S••••••• · Vice President, Operations · start date unknown Firm website
- A••••• W••••• S•••••••• · Chief Operating Officer · since Jan 1, 2012 Form ADV Firm website
- C•••••• M••••••• M••••••• · Chief Compliance Officer · since Feb 1, 2022 Form ADV Firm website
- J•• S•••• · Senior Executive Assistant, Office Manager · start date unknown Firm website
- M••••• K•••• · Finance Associate · start date unknown Firm website
- M•••••••• P•••• · Executive Assistant, Office Coordinator · start date unknown Firm website
- N••••• B••••• C•••• · Associate Counsel · start date unknown Firm website
- P•••••• A••••••••• · Vice President, Finance · start date unknown Firm website
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. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
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 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
7 most recent
- Nov 20, 2024••• Locked
- Feb 15, 2012••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
Full timeline · 7 eventsnewest first, including the LP commitments and deals above
- Nov 20, 2024••• Locked
- Feb 15, 2012••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
- seen Sep 17, 2026••• Locked
Across the graphs
A••••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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: PE fund assets, investments held, deals, last 12 months.