DFX Intelligence
Private Equity Intelligence
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Firms / B••••• A•••• M••••••••• L••
B••••• A•••• M••••••••• L••
B••••• Asset Management
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 1 of 2 private equity vehicles are named credit
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jul 31, 2015 to Mar 22, 2024
- RAUM
- unknownregulatory 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
- $26.1Mevery 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
- 67%
- Fund type mix
- filed 2024-03-22, latest gav Hedge Fund $26.1M, latest counts Hedge Fund 1, lifetime distinct Hedge Fund 1, Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Boca Raton, FL
- Office address
- 1800 N. MILITARY TRAIL, SUITE 150, Boca Raton, FL, 33431-6386
- Business phone
- 561-210-3124
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- United States, Global, Canada, United Kingdom
- 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
- B••••• invests in publicly-traded companies outside of the United States, with a particular emphasis on ASX and AIM-listed companies.
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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••• S•••••• O••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $2.6M as of Mar 28, 2022 | no Form D | Wound down | |
| B••••• G••••• Y•••• F•••• L• ADV: Private Equity Fund | Credit fund | 2016 first reported on Form ADV | $18.6M as of Mar 22, 2019 | no Form D | Wound down | |
| B••••• G••••• O••••••••• F•••• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $26.1M as of Mar 22, 2024 | no Form D | Harvest |
Team
4 current, 2 former
Partner (1)
- E••••• T••••• · Chief Investment Officer And Managing Director · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- A••••• J•••••• · Chief Administrative Officer · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••• J• B•••• · Chief Financial Officer, Chief Operating Officer · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• C••••• S•••• · General Counsel And Chief Compliance Officer · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- D••••• S••• D•••••• · General Counsel And Chief Compliance Officer · Feb 1, 2017 to Jul 18, 2017 Inference
- P••••••• B•••••• P••••• · Chief Administrative Officer · Jan 1, 2014 to Mar 29, 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
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
6 relationships
Placement agents (6)
- K•• S••••••••• I••• 3 shared · strong · last Jan 1, 2017
- O•• C••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2020
- G•••••• I••••••••• L•• 2 shared · recurring · last Jan 1, 2017
- C••••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2017
- T•••• S•••• C•••••• L•• 1 shared · one time · last Jan 1, 2019
- P•••••• F••• M••••••••• L••••• 1 shared · one time · last Jan 1, 2016
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 277074 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jul 31, 2015B••••• A•••• M••••••••• L•• first filed Form ADV in the extract (ERA)