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••••••••• P••••••• I••••••••• M••••••••• L••
G••••••••• P••••••• I••••••••• M••••••••• L••
Hybrid manager · probableLower middle marketSanta Monica, CAg•••••••••.comSEC registered investment adviser
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 16 of 135 distinct vehicles; hedge, securitized or liquidity vehicles 119
- Size band
- Lower middle marketdefined by: proxy: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-12-03
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 16 of 135 distinct vehicles; hedge, securitized or liquidity vehicles 119
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Dec 3, 2024
- RAUM
- $209Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $180Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $214Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 12%
- Fund type mix
- filed 2024-12-03, latest gav Hedge Fund $3.1B, Private Equity Fund $180M, Securitized Asset Fund $4.0B, latest counts Hedge Fund 15, Private Equity Fund 3, Securitized Asset Fund 34, lifetime distinct Hedge Fund 57, Private Equity Fund 16, Securitized Asset Fund 62
- Employees
- 562
- Headquarters
- Santa Monica, CA
- Office address
- 100 WILSHIRE BLVD, SUITE 500, Santa Monica, CA, 90401
- Business phone
- 310-576-1270
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- 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
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••••••••• I••••••••• F••••••••• F•••••• L••• | Feeder or parallel | 2025 Form D first sale | unknown | no reporting | $88.6M | Fundraising |
| G••••••••• C•••••••• O••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $205M as of Nov 14, 2018 | no Form D | Wound down | |
| G••••••••• C•••••••• O••••••••• F••• I••••••••• V••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $50.0M as of Nov 14, 2018 | no Form D | Wound down | |
| W•••••• F••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $60.0M as of Dec 3, 2024 | no Form D | Harvest | |
| G•• H••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $22.4M as of Nov 14, 2018 | no Form D | Wound down | |
| W•••••• F•••••• • O•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $80.4M as of Dec 3, 2024 | no Form D | Mature | |
| R•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $28.5M as of Mar 8, 2024 | no Form D | Wound down | |
| T•••••• I•••••••• L•• ADV: Private Equity Fund | Fund of funds | 2015 first reported on Form ADV | $5.0M as of Oct 16, 2015 | no Form D | Wound down | |
| W•••••• F•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $169,792 as of Feb 2, 2020 | no Form D | Wound down | |
| U• B•••••• S••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $0 as of Jun 2, 2016 | no Form D | Unknown | |
| C••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $0 as of Mar 8, 2024 | no Form D | Wound down | |
| G••••••••• A••••••• O••••••••• F•••• L••• ADV: Hedge Fund | buyout or unlabelled | 2013 first reported on Form ADV | $174M as of Mar 2, 2015 | no Form D | Wound down | |
| G••••••••• A••••••• O••••••••• M••••• F•••• L••• ADV: Hedge Fund | buyout or unlabelled | 2013 first reported on Form ADV | $24.4M as of Oct 8, 2021 | no Form D | Wound down | |
| I••••••• R•••• F•••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $76,852 as of Mar 8, 2024 | no Form D | Wound down | |
| G••••••••• I•••••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $107M as of Aug 24, 2016 | no Form D | Wound down | |
| M•••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $59.1M as of Aug 24, 2016 | no Form D | Wound down | |
| G••••••••• E••••• O••••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $39.8M as of Dec 3, 2024 | no Form D | Mature | |
| G••••••••• C••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.9M as of Mar 8, 2024 | no Form D | Wound down | |
| I••••••• R•••• F••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $42,309 as of Mar 8, 2024 | no Form D | Wound down |
Team
5 current, 26 former
Managing partner (3)
- A••• B••••••••• W•••• · Managing Partner, Chief Investment Officer, G••••••••• Partners Investment Management · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• E••••• B••••• · President, Mutual Funds Boards And Sr. Managing Director · 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)
- D••• M•••• D•••••••• · Managing Partner, President · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- S••••• H•••••••• B•••• · Chief Investment Officer For Fixed Income, G••••••••• Partners Investment Management · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- R••••• A••••• S••••••••• · Chief Compliance 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)
26 former (kept with end dates)
- B•••• S•••• M••••• · Managing Partner, Chief Investment Officer · Jun 1, 2006 to Mar 31, 2022 Inference
- D•••• B•••••• R••• · Managing Partner, Co-President · Mar 1, 2021 to Mar 29, 2024 Inference
- D••••• C••••••••• C••••••••• · Chief Operating Officer/President · Apr 1, 2012 to Jul 17, 2012 Inference
- J•••• W•••••• M••••• · President · Jul 1, 2017 to Mar 31, 2021 Inference
- J••• F•••••• K•••• · President · Aug 1, 2013 to Apr 16, 2014 Inference
- T••• L••••••• B••••• · President · Jun 1, 2012 to Aug 28, 2013 Inference
- A•••••••• C•••• · Global Head Of Institutional Distribution · Mar 1, 2016 to Jun 2, 2016 Inference
- C•••••••• A•••••••• C•••• · Global Head Of Institutional Distribution · Mar 1, 2016 to Mar 30, 2018 Inference
- B••• A•• H•••••• · Managing Director-Regulatory Strategy And Developments · Sep 1, 2015 to Mar 30, 2016 Inference
- D•••• B•••••• R••• · Senior Managing Director / Senior Executive · Mar 1, 2017 to Mar 30, 2020 Inference
- D••••• C••••••••• C••••••••• · Senior Managing Director · Apr 1, 2015 to Apr 29, 2016 Inference
- J•••••• B•••• A••••• · Senior Managing Director / Senior Executive · Apr 1, 2012 to Jul 21, 2017 Inference
- K•••• H••• G•••••••• · Senior Managing Director / Senior Executive · Apr 1, 2015 to Mar 31, 2019 Inference
- M•••••• J•••• C••••• · Deputy Chief Investment Officer · Mar 1, 2016 to Mar 31, 2019 Inference
- T•••••• S••••••••• W••••• · Senior Managing Director / Senior Executive · Oct 1, 2017 to Mar 30, 2020 Inference
- A••• B••••••••• W•••• · Treasurer · Apr 1, 2007 to Jul 2, 2015 Inference
- D••••• J••••• S•••••• · Global Head Of Gi Operations · Jul 1, 2014 to Mar 31, 2023 Inference
- D••••• R• B•••• · Chief Financial Officer · Sep 1, 2015 to Mar 30, 2020 Inference
- E••• E•••••••• K••• · Chief Compliance Officer · Sep 1, 2007 to Jun 3, 2013 Inference
- F••••• S•••••• · Assistant Chief Investment Officer · May 1, 2009 to Mar 31, 2015 Inference
- J•••• M•••••• A•••••• · Chief Compliance Officer · Jun 1, 2013 to Nov 26, 2013 Inference
- J••••• M•••••• B••••••••• · Chief Risk Officer · Sep 1, 2013 to Mar 29, 2024 Inference
- K•••• M• R••••••• · Chief Legal Officer · Sep 1, 2015 to Oct 8, 2021 Inference
- R••••• T• J•• · Chief Compliance Officer · Sep 1, 2015 to Jan 20, 2023 Inference
- S•••••• D• S••••• · Chief Operating Officer · Jun 1, 2012 to Jul 30, 2014 Inference
- W•••••• R••••• H••••• · Secretary · Apr 1, 2012 to Jul 2, 2015 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
1 relationships
Placement agents (1)
- G••••••••• F•••• D••••••••• L•• 3 shared · strong · last May 15, 2026
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
- Jul 30, 2026G••••••••• P••••••• I••••••••• M••••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 20 (roster 2026-09-01)
- Mar 30, 2012G••••••••• P••••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
G••••••••• P••••••• I••••••••• M••••••••• 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.
Checking your plan…