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 / C•• I••••••••• L•••
C•• I••••••••• L•••
CAZ Investments curates unique and exclusive alternative investment opportunities for a global network of individual investors, advisors, and institutions.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 57 of 71 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $3.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
- Strategies
- INFRASTRUCTURE, SECONDARIES
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 57 of 71 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 8, 2012 to Mar 27, 2024
- RAUM
- $6.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 61
- PE fund GAV, latest filing
- $3.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 68%
- Fund type mix
- filed 2024-03-27, latest gav Hedge Fund $3.7B, Real Estate Fund $14.7M, Private Equity Fund $3.0B, latest counts Hedge Fund 22, Real Estate Fund 2, Private Equity Fund 61, lifetime distinct Hedge Fund 32, Real Estate Fund 2, Private Equity Fund 71
- Employees
- 48
- Headquarters
- Houston, TX
- Office address
- ONE RIVERWAY, SUITE 2000, Houston, TX, 77056
- Business phone
- 713-403-8250
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $100M to $3.0B
- 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 6
- period
- to unknown, from unknown, undated holdings 6, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value financial services, examples Try to borrow from a bank
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.167, value financial services, examples Try to borrow from a bank
6 companies on the graph (0 transactions); most in financial services (1); no dated observations
Funds
71 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•• D••••••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $49.1M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• D••••••••• O••••••••• F••• • T•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $13.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• E••••• E•••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $2.4M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• E••••• E•••••••• F••• • T•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $1.7M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• P••••••••• S••••• O•••••••• F••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $298M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• P•••••• E••••• O•••••••• D• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $111M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • O•••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $75.8M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • A•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $65.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• M••••••• W• I• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $39.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• P••••••••• S••••• O•••••••• F••• I• • T•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $32.3M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • I• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $11.1M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • F•••••• P•••••••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $11.1M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • R• P•••••••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $10.8M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• P•••••• E••••• O•••••••• D• F••• • T•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $5.8M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• D••••••••• P•••••• I••••••••• C•••• a• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 Form D first sale | $3.3M as of Mar 27, 2024 | $111M | Unknown | |
| C•• D••••••••• T••••••••• F•••• L••• • K• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $131M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • M•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $130M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• P•••••• E••••• O•••••••• B••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $39.4M as of Mar 27, 2024 | $102M | Unknown | |
| C•• D•• D••••••••• F•••• L••• • V•••••• I• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $30.2M as of Mar 27, 2024 | $34.3M | Early deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • 1••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $8.5M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • C•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $8.4M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• I••• B• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• V••••• F•••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 Form D first sale | $4.3M as of Mar 27, 2024 | $6.0M | Unknown | |
| C•• P•••••• E••••• O•••••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $4.1M as of Mar 27, 2024 | no Form D | Early deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • D••• C• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $0 as of Mar 9, 2022 | no Form D | Wound down | |
| C•• C••••••••• O••••••••• F•••• L••• • D••• B• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $0 as of Mar 27, 2024 | no Form D | Unknown | |
| C•• P•••••• E••••• O•••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $598M as of Mar 27, 2024 | no Form D | Active deployment | |
| C•• E••••••••• S••••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $102M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • I•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $66.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• M•••••• R•••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $28.8M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • M••••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $25.6M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• I••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $8.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• E•••••• F•••• L••• • A••••• E•••••• E••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $24.4M as of Mar 27, 2024 | no Form D | Harvest | |
| C•• E•••••• F•••• L••• • A••••• S•• D• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $6.3M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• O•••••••• F••• I• •••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $5.0M as of Mar 27, 2024 | no Form D | Mature | |
| C•• C••••••••• O••••••••• F•••• L••• • O••••••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $0 as of Mar 9, 2022 | no Form D | Wound down | |
| C•• P•••••• E••••• O•••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $350M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• A••••• F••• I•• L••• • O••••••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $50.8M as of Mar 27, 2024 | no Form D | Active deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • P•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $39.5M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• A••••• F••• I•• L••• • N••••••••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $26.5M as of Mar 27, 2024 | no Form D | Active deployment | |
| C•• C••••••••• O••••••••• F•••• L••• • P•• ••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $20.7M as of Mar 27, 2024 | no Form D | Mature | |
| C•• E••••• I••••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $14.7M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• A••••• F••• I•• L••• • O•••••• ••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $139M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • V•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $46.3M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• A••••• F••• I•• L••• • O•••••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $43.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • H•• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $34.6M as of Mar 27, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $33.4M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• C••••••••• O••••••••• F•••• L••• • V•• ••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $9.2M as of Mar 27, 2024 | no Form D | Mature | |
| C•• C••••••••• O••••••••• F•••• L••• • H•• ••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $5.4M as of Mar 27, 2024 | no Form D | Mature | |
| C•• S•••••••• C••••• E••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $0 as of Jun 8, 2021 | no Form D | Wound down | |
| C•• C••••••••• O••••••••• F•••• L••• • L••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $0 as of Oct 14, 2020 | no Form D | Wound down | |
| C•• P•••••• E••••• A••••• F••• I•• L••• • O•••••• L••••• ••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $0 as of Jan 24, 2019 | no Form D | Wound down | |
| C•• C••••••••• O••••••••• F•••• L••• • D••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $0 as of Mar 27, 2024 | no Form D | Harvest | |
| C•• P•••••• E••••• S••••••••• F•••• L••• ADV: P•••••• Equity Fund | Secondaries fund | 2018 first reported on Form ADV | $0 as of Jan 24, 2019 | no Form D | Wound down | |
| C•• P•••••• E••••• O•••••••• F•••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2017 first reported on Form ADV | $127M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• P•••••• E••••• O•••••••• ••• F•••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2017 first reported on Form ADV | $31.0M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• H••••••••• F••• • I••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $13.0M as of Mar 27, 2024 | no Form D | Mature | |
| C•• H•••••• S•••••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.2M as of Mar 27, 2024 | no Form D | Harvest | |
| C•• A• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $2.9M as of Mar 27, 2024 | no Form D | Mature | |
| C•• M•••••• R•••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $1.3M as of Mar 27, 2024 | no Form D | Unknown | |
| C•• H•••••• O••••••• S•••••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $853,824 as of Mar 27, 2024 | no Form D | Harvest | |
| C•• P••••••• F•••• L••• • I••••••• G••••• P•••••••• I• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $0 as of Jan 24, 2018 | no Form D | Wound down | |
| C•• P••••••• F•••• L••• • I••••••• G••••• P•••••••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $64.2M as of Mar 27, 2024 | no Form D | Mature | |
| C•• E••••• I••••••••• F••• I••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2015 first reported on Form ADV | $11.3M as of Mar 27, 2024 | no Form D | Harvest | |
| C•• E••••• I••••••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2015 first reported on Form ADV | $1.3M as of Mar 27, 2024 | no Form D | Harvest | |
| C•• D••••••••• S•••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $0 as of Mar 9, 2022 | no Form D | Wound down | |
| C•• E••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Infrastructure fund | 2013 first reported on Form ADV | $1.5M as of Mar 27, 2024 | no Form D | Mature | |
| C•• M•••••• R•••••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $0 as of Mar 9, 2022 | no Form D | Wound down | |
| C•• H••••••••• F••• • I•••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $2.6M as of Mar 27, 2024 | no Form D | Harvest | |
| C•• O•• • G•• P••••••••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $298,433 as of Mar 27, 2024 | no Form D | Harvest | |
| C•• E••••• I••••••••• L••• ADV: P•••••• Equity Fund | Infrastructure fund | unknown | $52,362 as of Sep 29, 2023 | no Form D | Wound down |
Team
133 current, 14 former
Partner (4)
- C••••••••• A••• Z••• · Owner · since Feb 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• S•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T•••••• · Partner Experience Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• Z••• · Owner · since Feb 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (17)
- A••••• T••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• H••••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• A••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• F••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• R•••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• L••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• G•••••• · Executive Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• B••••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• B••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• R•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••••• H•••••• · Executive Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• F••••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• M•••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• J•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (76)
- A••• K•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• T••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••••• V••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• A••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• A•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• M• G••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• S•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• A••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• A•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• L•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• F•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• F••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• Z••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• B•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• H•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• W• M••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• S••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• B••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• Z•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• B•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• T••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• A•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••• M••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D• C•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••••• · Executive Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• M•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• H••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• M••••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• P••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• L••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• A•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• C••••• · Senior Associate · 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•••••• S•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W•••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••• · Senior Associate · 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)
- M•••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• E•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• N•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• S•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B•••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• R••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• P•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• H•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Q•••••• D•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• P•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• D•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• C•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• R••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• W••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• P••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• H•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• E••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• R••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• G•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• V•• B•••• · Executive Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• P••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (25)
- A••• J••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• J•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• T••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• H••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• K•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• D••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• E•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• T••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• G•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• T•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• T••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• G•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• T••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• G•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• F••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• K•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• T••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- J•••• C••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• M••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- P•••• M•••••• · Founder and CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• P••••• · Head of Alternative Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- I••••• L••• M••••• · Chief Compliance Officer/Chief F••••cial Officer · since Jun 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• B••••• · Executive Assistant to the Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• L••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• K••••• · Senior Administrative Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F••••••• · Executive Assistant to the Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- J••• K•••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• O•••••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
14 former (kept with end dates)
- R•••• D•••••• M•••••• · Passive I••••••• · Aug 1, 2001 to Mar 10, 2015 Inference
- E•••• E• v•• K••••• · L•••••• Partner · Jan 1, 2016 to Jan 24, 2018 Inference
- J•• W••••••• V••••• · Managing Director · Jun 1, 2013 to Feb 10, 2017 Inference
- M••• J••••••• S••••• · Managing Director · Jul 1, 2013 to Mar 8, 2016 Inference
- M•••••• A••• M•••••• · L•••••• Partner · Oct 1, 2004 to Mar 5, 2021 Inference
- R•••• D•••••• M•••••• · L•••••• Partner · Jan 1, 2016 to May 27, 2021 Inference
- C•••• D• E••••• · Officer · Jan 1, 2016 to May 27, 2021 Inference
- H•••••• D•••••• · Chief Operating Officer · Feb 1, 2014 to May 27, 2021 Inference
- J•••• C•••• H••••• · Chief Compliance Officer · Aug 1, 2001 to Mar 5, 2014 Inference
- J•• W••••••• V••••• · Managing Director And Chief Compliance Officer · Nov 1, 2013 to Mar 10, 2015 Inference
- J••••• J••••• C••••• · Chief Operations Officer · Aug 1, 2012 to Mar 10, 2015 Inference
- M••• C•••••• W••• · Officer · May 1, 2016 to May 27, 2021 Inference
- M•••••• J•••• L••••••• · Officer · Jun 1, 2014 to May 27, 2021 Inference
- A•••• B••• M•••••• · Executive Vice President · Apr 1, 2004 to Feb 10, 2017 Inference
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| D•••••• o• t•••• c••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I• a• a• Q•••••••• P•••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I• a• a• A••••••••• I••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I• a• N••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S••• o• t•• s•••••••• m••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•• t• b••••• f••• a• b••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
5 relationships
Placement agents (5)
- F••• P••••• C•••••• P••••••• L•• 4 shared · strong · last Jan 1, 2024
- F••• G•••••• L•••••• 4 shared · strong · last Jan 1, 2023
- S•••••• P••••••• I••••••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
- F••••••••• P•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2022
- S•••••• a• K••• • A••••••••• L••• 1 shared · one time · last Jan 1, 2018
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
- Mar 31, 2026C•• I••••••••• L•••: P•••••• Equity Funds on Form ADV 61 (2024 extract) -> 69 (roster 2026-09-01)
- Mar 8, 2012C•• I••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
C•• I••••••••• L••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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