DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / G•••••••••
G•••••••••
Fund of funds · probableUpper middle marketNewton, MAg•••••••••.comSEC registered investment adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 44 of 44 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Upper middle marketdefined by: proxy: $5.69bn Private Equity Fund GAV on the Form ADV filed 2024-05-01
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 44 of 44 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 1, 2024
- RAUM
- $6.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 42
- PE fund GAV, latest filing
- $5.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $5.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-01, latest gav Private Equity Fund $5.7B, latest counts Private Equity Fund 42, lifetime distinct Private Equity Fund 44
- Employees
- 36
- Headquarters
- Newton, MA
- Office address
- 2221 WASHINGTON STREET, BUILDING 1, SUITE 201, Newton, MA, 02462
- Business phone
- 781-263-6100
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- media telecom
- 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
- from $10B
- Control
- not stated or not yet read
- Thesis
- We are a reliable, informed and results-oriented partner to our investors and to the teams with whom we invest.
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
44 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• V••••••• V• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of May 1, 2024 | no Form D | Unknown | |
| J• V••••••• P•••••• V• L••• • S••••• T•• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of May 1, 2024 | no Form D | Unknown | |
| J• V••••••• P•••••• V• L••• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $9.4M as of May 1, 2024 | no Form D | Early deployment | |
| J• V••••••• P•••••• I•• L•• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $70.6M as of May 1, 2024 | no Form D | Early deployment | |
| K••• I••••••••• V• L••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $111M as of May 1, 2024 | no Form D | Active deployment | |
| J• V••••••• P•••••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $103M as of May 1, 2024 | no Form D | Unknown | |
| L••• S•••••• I••••• P••••••• L••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $68.6M as of May 1, 2024 | no Form D | Active deployment | |
| P•••••• P•••••• L••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $187M as of May 1, 2024 | no Form D | Active deployment | |
| J• V••••••• P•••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $113M as of May 1, 2024 | no Form D | Mature | |
| Q••••••••• P•••••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $315M as of May 1, 2024 | no Form D | Mature | |
| J• V••••••• P••••••• L•• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $519M as of May 1, 2024 | no Form D | Harvest | |
| K••• I••••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $424M as of May 1, 2024 | no Form D | Mature | |
| T•••• V••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $48.8M as of May 1, 2024 | no Form D | Unknown | |
| Q••••••••• P•••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2016 first reported on Form ADV | $625M as of May 1, 2024 | no Form D | Harvest | |
| C•••••••• C••••••• L••• ADV: Private Equity Fund | Fund of funds | 2016 first reported on Form ADV | $392M as of May 1, 2024 | no Form D | Unknown | |
| P•••••• P••••• L••• ADV: Private Equity Fund | Fund of funds | 2016 first reported on Form ADV | $146M as of May 1, 2024 | no Form D | Harvest | |
| K••• I••••••••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $364M as of May 1, 2024 | no Form D | Unknown | |
| F• V••••••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $109M as of May 1, 2024 | no Form D | Mature | |
| T•••• V••••••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $72.8M as of May 1, 2024 | no Form D | Mature | |
| Q••••••••• P••••••• L••• ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $279M as of May 1, 2024 | no Form D | Harvest | |
| G• P••••••• V••••••• I••• L•• ADV: Private Equity Fund | Fund of funds | 2013 first reported on Form ADV | $211M as of May 1, 2024 | no Form D | Harvest | |
| N•• I••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $304M as of May 1, 2024 | no Form D | Harvest | |
| F•••••• L••• V••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $190M as of May 1, 2024 | no Form D | Harvest | |
| G• P••••••• V••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $189M as of May 1, 2024 | no Form D | Harvest | |
| I•• V••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $128M as of May 1, 2024 | no Form D | Harvest | |
| M• V••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $122M as of May 1, 2024 | no Form D | Harvest | |
| G• P••••••• B•••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $116M as of May 1, 2024 | no Form D | Harvest | |
| N•• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $76.4M as of May 1, 2024 | no Form D | Harvest | |
| C••••••••• E••••••• V••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $74.0M as of May 1, 2024 | no Form D | Harvest | |
| G• P••••••• V•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $57.2M as of May 1, 2024 | no Form D | Harvest | |
| M• V•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $49.3M as of May 1, 2024 | no Form D | Harvest | |
| F••• V••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $45.8M as of May 1, 2024 | no Form D | Harvest | |
| I•• V•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $35.9M as of May 1, 2024 | no Form D | Mature | |
| F••• V••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $32.5M as of May 1, 2024 | no Form D | Harvest | |
| C••••••••• E••••••• V••••••• I••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $31.6M as of May 1, 2024 | no Form D | Harvest | |
| C••••••••• E••••••• V••••••• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $27.7M as of May 5, 2021 | no Form D | Wound down | |
| P•••••• P•••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $22.0M as of May 1, 2024 | no Form D | Harvest | |
| F••• V•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $15.3M as of May 1, 2024 | no Form D | Harvest | |
| G• P••••••• B••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $10.4M as of May 1, 2024 | no Form D | Harvest | |
| F•••••• L••• V•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $9.2M as of May 1, 2024 | no Form D | Harvest | |
| A•••••••• V•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $5.9M as of May 1, 2024 | no Form D | Unknown | |
| C••••••••• E••••••• V•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $5.1M as of May 11, 2020 | no Form D | Wound down | |
| N•••••••• E••••••• V•••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.0M as of May 1, 2024 | no Form D | Harvest | |
| F••• V•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $2.9M as of May 1, 2024 | no Form D | Harvest |
Team
46 current, 1 former
Managing partner (5)
- B•••• O• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• L••••• Q•••• · Managing Partner & Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• A•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• S••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- C•••••••• C••••••• · Member · since Jan 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F•••• A•••••• · Member · since Jul 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• •••••• O• · Member · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- A••••• P•••••• C•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• G••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• J•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- S•••• K••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (24)
- A••• J••••• B••••••••• · Chief Compliance Officer & Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• J••••• B••••••••• · Vp Finance & Chief Compliance Officer · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• S•••••••• · Treasury Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• W•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• P••••• · Senior Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• H••• · Systems/Treasury Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• D••••••• C•• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• R••••• · Operations Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• L••••• Q•••• · Member & Cfo · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••••• K•••••••• C•• · Senior Operations Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• D•••••• · Senior Tax Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C••••• · Operations Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A••••• · Senior Operations Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• P••••• C•• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• R••••• C•• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• R•••••• C•• · Senior Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S••••••• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• F•••• · Treasury Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• D••••••• C•• · Senior Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• H••••• · Senior Operations Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• P••••• C•• · Senior Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• C••••••• · Executive Assistant / Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• B•••••• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• H••••• · Treasury Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (10)
- A••• M•••••••• · Management Company Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• C••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• S•• G•••••• · Retired · since Dec 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• J• G••••• · Retired · 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)
- B•••• K•••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• C••••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• P• H••••• · Retired · 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)
- D•••• M•••• · Retired · since Dec 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• L••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• B••••••• · Funds Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- C••••••••• Y••• · Member · Jul 1, 2005 to Mar 30, 2023 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
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
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
4 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C••••••••• E••••••• V••••••• I•• L•• $463M calpers.ca.gov
- O••••• P••••• E•••••••• R••••••••• F••• in N•• I•• L••• $300M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in N•• I••• L••• $400M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in N•••••••• E••••••• V•••••••• L•• $250M oregon.gov
Events
60 most recent
- Apr 3, 2025Brynwood Partners exits Harvest Hill to a Multinational Strategic Buyer
- Mar 21, 2025Long Ridge Equity Partners exits NinjaTrader to a Strategic Buyer
- Feb 12, 2025Emerald Lake Capital Management exits Inno-Pak to a PE-backed Strategic
- Jan 17, 2025GroveStreet Milestones and Managing Partner Promotions
- Jan 9, 2025Benford Capital Partners exits Pasture Brands to a Strategic Buyer
- Oct 17, 2024Accel Fully Exits Squarespace via take-private by Permira
- Oct 16, 2024B•••• O• Joins the Capital Allocators Private Markets Summit
- Mar 25, 2024GroveStreet Milestones & Partner Promotions
- Feb 27, 2024Foundry VC Exits Rover to Blackstone
- May 31, 2023GroveStreet joins a biotech panel at Invest Canada ‘23
- Apr 21, 2023Atlas Holdings Realizes Investment in International Wire Group
- Mar 17, 2023New Heritage Realizes Investment in Rhythmlink
- Mar 17, 2023KPS Capital Partners Realizes Investment in Howden
- Jan 23, 2023Stripe’s expanded Amazon partnership is worth watching
- Oct 3, 2022Align Capital Partners Realizes Investment in WilliamsMarston
- Jun 23, 2022Roblox Hires Former Zynga CTO to Build out its Developer Team
- Jun 23, 2022DigitalOcean Launches Serverless Product Based on Last Year’s Nimbella Acquisition
- Jun 2, 2022Bowmark Sells Leaders Romans Group to Platinum Equity
- Jan 27, 2022Audax Private Equity Acquires Majority Stake in Integrate
- Jan 27, 2022Dunes Point Capital, LP Announces the Sale of Specialty Products and Insulation
- Jan 27, 2022Invicti Security Announces $625 Million Growth Investment Led by Summit Partners
- Dec 13, 2021Progress Completes Acquisition of Kemp
- Dec 13, 2021Long Ridge Announces SALI Fund Services Exit
- Nov 17, 2021KPS Capital exits DexKo in $3.4bn deal
- Nov 17, 2021Fivetran Completes Acquisition of HVR
- Nov 17, 2021One Identity has acquired OneLogin, a rival to Okta and Ping in sign-on and identity access management
- Nov 17, 2021ProcessUnity Announces Significant Growth Investment From Marlin Equity Partners
- Nov 17, 2021Align Capital Partners Announces Sale of Pleatco Filtration to Pentair plc
- Nov 17, 2021Clearview Capital exits Controlled Products
- Nov 17, 2021WHAT FRAME.IO’S $1BN SALE SAYS ABOUT VIDEO PRODUCTION
- Oct 15, 2021Rockwell Automation completes acquisition of Plex Systems
- Oct 15, 2021After going public via a SPAC, Taboola acquires e-commerce marketing network Connexity for $800M
- Oct 15, 2021The Rise Fund Makes Majority Investment in Teachers of Tomorrow to Support Growth of Critical Educator Training P••••••s
- Sep 10, 2021Palladium Acquires Health Connect America from Harren
- Sep 10, 2021Stack Overflow sold to tech investor Prosus for $1.8 billion
- Sep 10, 2021Zebra Concludes Fetch Robotics Acquisition
- Aug 5, 2021MorphoSys to Complete Transformational Acquisition of Constellation Pharmaceuticals, Bolstering Its Position in Hematology-Oncology
- Aug 5, 2021Align Capital Partners Completes the Sale of Alliance Technical Group
- Jul 28, 2021Bertram Capital to Exit Paula’s Choice
- Jul 28, 2021IBM is acquiring cloud app and network management firm Turbonomic for up to $2B
- Jun 9, 2021U.S. giant takes aim at Vancouver’s Precision NanoSystems with latest acquisition deal
- Jun 9, 2021We are thrilled to announce that Cardlytics will acquire, Bridg in a US$350m deal, plus earnout.
- Jun 9, 2021Press Ganey Acquires SPH Analytics
- May 6, 2021OpenGate Capital Completes Sale of Bois & Matériaux to Chausson Matériaux S.A.S
- May 6, 2021Vista Equity Partners Completes Acquisition of Pluralsight
- Apr 13, 2021Kraftmaid, Merillat group Cabinetworks to be acquired by Platinum Equity
- Apr 13, 2021Mill Rock Capital Takes Investment Stake in The Execu|Search Group
- Feb 15, 2021Incline Announces Sale of Continental Batteries
- Feb 15, 2021Cambridge biotech seeking to treat blood cancers closes up 108 percent in stock market debut
- Jan 11, 2021Quest Software Acquires Erwin To Boost Its DataOps Offerings
- Jan 11, 2021Bandwidth to Acquire International Cloud Communications Leader Voxbone
- Dec 16, 2020Sun Capital Partners Affiliate to Acquire Miami Beach Medical Group
- Dec 8, 2020Adobe acquires marketing workflow startup Workfront for $1.5B
- Dec 8, 2020Uber completes Postmates acquisition, boosting its place in food delivery
- Dec 8, 2020Nestlé acquires healthy meal startup Freshly for up to $1.5B
- Dec 8, 2020Water Street Healthcare Partners Completes Sale of Key Surgical
- Nov 13, 2020LA gets a big SaaS exit as Fastly nabs the Culver City-based Signal S••••••s for $775M
- Nov 13, 2020Nets Expands Poland Presence With PeP Acquisition
- Nov 13, 2020Teladoc-Livongo $18.5 billion merger is a huge step forward for digital health, analysts say
- Oct 8, 2020TA Associates Completes Significant Growth Investment in Priority Software
Across the graphs
G••••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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.
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