DFX Intelligence
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I•••• C•••••• P•••••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· New York, NYi•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $5.1B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Geography Asia,Global
- Graphs 2
- RAUM $5.1B
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 22 distinct vehicles; hedge, securitized or liquidity vehicles 19
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 22 distinct vehicles; hedge, securitized or liquidity vehicles 19
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Mar 30, 2026
- RAUM
- $5.1Bregulatory 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
- $4.1Bevery 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
- 5%
- Fund type mix
- filed 2024-07-29, latest gav Hedge Fund $3.3B, latest counts Hedge Fund 5, lifetime distinct Hedge Fund 19, Other Private Fund 2, Private Equity Fund 1
- Employees
- 56
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Asia, Global
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••• S••••••••• F•••••• M••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.1M as of Mar 30, 2017 | no Form D | Harvest |
Team
17 current, 17 former
Managing partner (2)
- B•••• E••••• G••• · Managing Member · since Jul 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• J••••• S•••••• · Member, Chief Executive Officer · since Jul 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (12)
- A•• D• · Member · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• F••••••• · Member · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• G• K•• · Member · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H••••• M••••• S•••• · Member · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• J••••• W••••• · Member, Senior Advisor · 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)
- J••• D•••••• P••••• · Member · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••••• B•••••• D•••••• · Member · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J••• C••••• · Member · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• R••••• G••••• C••••• · Member · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• T••••• B•••••• · Member · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Y•••• M• · Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z•••• H• G•••••• · Member · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- A•••• N•• S••••• · Interim Chief Financial Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• C•••••••• L•• · Member, Chief Operating Officer, Chief Risk Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••••• ••••••• M•••• K•••••••• · Chief Compliance Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
17 former (kept with end dates)
- D•••• N••••• K••••• · Managing Member · Jul 1, 2000 to Aug 19, 2016 Inference
- S•••••• F••••• K••••••• · Managing Member · Jul 1, 2000 to Mar 23, 2020 Inference
- S••••• W•••••• H••••• · Managing Director, Head Of Operations · Jan 1, 2008 to Mar 25, 2015 Inference
- A•• G•••• H•••••• · Member · Jun 1, 2013 to Mar 25, 2015 Inference
- C•••• C•• · Member · Apr 1, 2018 to Mar 28, 2023 Inference
- E•••• S•••• D••••• · Member · Jan 1, 2005 to Mar 23, 2020 Inference
- J••••••• A•• B••• · Member · Jan 1, 2020 to Mar 28, 2023 Inference
- L•• G••• K••••• K•• · Member · Mar 1, 2015 to Mar 28, 2018 Inference
- M•••••• J••• S••••• · Member · Jun 1, 2004 to Mar 28, 2022 Inference
- S•••••••• V••••••••• · Member · Jan 1, 2010 to Mar 24, 2021 Inference
- T•••• A•••• · Member · Jul 1, 2012 to Mar 28, 2023 Inference
- Y••• S••• · Member · Jan 1, 2019 to Mar 24, 2021 Inference
- A••••• C•••• · Chief Compliance Officer · Mar 1, 2012 to Aug 15, 2012 Inference
- B•••• F••••••• G••••• · Member, General Counsel · Aug 1, 2005 to Mar 23, 2020 Inference
- K••••••• M••• O••• · Chief Compliance Officer · Aug 1, 2012 to Feb 1, 2019 Inference
- L•••• T•••••• C••••••••• · Chief Compliance Officer · Jan 1, 2019 to May 28, 2024 Inference
- M•••••• E••••• G••••••• · Member, Chief Operating Officer · Dec 1, 2007 to Nov 21, 2012 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
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
1 most recent
- Mar 28, 2012••• Locked
Across the graphs
I•••• C•••••• P•••••••• L•• is the same institution as 2 records in Family Offices and RIA and Wealth.
Family Offices1RIA 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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