DFX Intelligence

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A••••• C•••••• P•••••••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NYa••••••••.com

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $6.7B
PE fund assets: $6.7B
PE funds: 18
Investments held: 1 of 1
Deals, last 12 months: 0

Funds and vehicles Team (14)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors healthcare,distribution,life_sciences,technology,consumer
Filed a Form D 9 months ago, which usually means a vehicle is in market.
2025-12-10
Latest Form D Dec 10, 2025
Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4

Classification

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 49 of 49 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $6.66bn Private Equity Fund GAV on the Form ADV filed 2026-03-26
Strategies: SECONDARIES

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%, cls-pe-2)
R6: 49 of 49 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 41 of 41 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 8, 2012 to Mar 26, 2026
RAUM: $6.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 18
PE fund GAV, latest filing: $6.7Breported gross assets (Form ADV), not fund size
All private fund GAV: $6.7Bevery private fund type, latest filing
2024 PE fund GAV: $6.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2026-03-26, latest gav Private Equity Fund $6.7B, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 49
Employees: 22
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

3 observed deals

Stated by the firm

Sectors: healthcare, distribution, life sciences, technology, consumer
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: ••• Locked

Observed from deals on record

roles: unknown 1
period: to 2013-05-10, from 2012-10-05, undated holdings 1, dated observations 2
window: last 2013-05-10, first 2012-10-05
control: unknown 1
companies: 3
geography: count 1, share 0.333, value TX
investments: 1
seller kinds
transactions: 2
cadence by year: 2012 other deals 1, 2013 other deals 1
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 1
disclosed value usd: n 2, max $234M, min $145M
sector distribution: count 1, share 0.333, value financial services, examples A•••••cap
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.333, value financial services, examples A•••••cap

3 companies on the graph (2 transactions); most in financial services (1); observed 2012 to 2013

Funds

49 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
A•• C••••• S••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2024 Form D first sale	$90.0M as of Mar 26, 2026		$51.0M	Unknown
A•• H••••••••• C•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$122M as of Mar 26, 2026		no Form D	Unknown
A•• C••••• C•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$76.0M as of Mar 26, 2026		no Form D	Unknown
A••••• H••••••••• P••••••• ••••••••• V•• L••• ADV: Private Equity Fund	Feeder or parallel	2022 Form D first sale	$1.0B as of Mar 26, 2026		$729M	Active deployment
A••••• H••••••••• P••••••• V•• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 Form D first sale	$833M as of Mar 26, 2026		$729M	Unknown
A••••• H••••••••• P•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$4.2M as of Mar 27, 2024		no Form D	Harvest
A••••• C•••••• P••••••• ••••••••• V• L••• ADV: Private Equity Fund	Buyout fund	2019 Form D first sale	$896M as of Mar 26, 2026		no Form D	Unknown
A••••• C•••••• P••••••• V• L••• ADV: Private Equity Fund	Buyout fund	2019 Form D first sale	$765M as of Mar 26, 2026		no Form D	Unknown
A•• N••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$46.4M as of Mar 26, 2026		no Form D	Harvest
A•• U•••••• C•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$117M as of Mar 27, 2024		no Form D	Mature
A•• C••• O•••••• C•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$20,588 as of Mar 30, 2023		no Form D	Wound down
A•• C••• O••••••• C•••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$0 as of Mar 30, 2023		no Form D	Wound down
A••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2017 first reported on Form ADV	$158M as of Mar 26, 2026		no Form D	Harvest
A••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2017 first reported on Form ADV	$157M as of Mar 26, 2026		no Form D	Harvest
A•• R•••••• C•••••••• I•• L•• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$6.4M as of Mar 28, 2019		no Form D	Wound down
O•••• C•••••••• I•• L•• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$1.3M as of Mar 30, 2023		no Form D	Wound down
A•• M••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$1.2M as of Mar 28, 2019		no Form D	Wound down
A•• C•••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$520M as of Mar 26, 2026		no Form D	Unknown
A••••• C•••••• P••••••• ••••••••• I••••• L••• ADV: Private Equity Fund	Buyout fund	2014 first reported on Form ADV	$7.0M as of Mar 29, 2022		no Form D	Wound down
A•• T•••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$1.0M as of Jan 12, 2021		no Form D	Wound down
A•• A•••••• C•••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$451,220 as of Mar 27, 2024		no Form D	Mature
A•• R•••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$129M as of Mar 28, 2019		no Form D	Wound down
P••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$2.3M as of Feb 7, 2017		no Form D	Wound down
A••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2008 Form D first sale	$205M as of Mar 30, 2023		no Form D	Wound down
A••••• C•••••• P••••••• ••••••••• I•• L•••	Buyout fund	2008 Form D first sale	unknown	no reporting	no Form D	Unknown
A••••• H••••••••• P••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$528M as of Mar 26, 2026		$0	Unknown
A•• C••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$328M as of Mar 26, 2026		no Form D	Unknown
A••••• H••••••••• P••••••• C• I•• L••• ADV: Private Equity Fund	Continuation vehicle	unknown	$312M as of Mar 26, 2026		$0	Unknown
A•• C••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$290M as of Aug 1, 2017		no Form D	Wound down
A•• U•••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$265M as of Mar 26, 2026		no Form D	Unknown
A•• I•• A••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$265M as of Mar 26, 2026		no Form D	Unknown
A••••• H••••••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$151M as of Mar 26, 2026		$0	Unknown
A•• V••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$134M as of Mar 25, 2015		no Form D	Wound down
A•• H••••••••• C•••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$96.4M as of Mar 26, 2026		no Form D	Unknown
A••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$67.4M as of Mar 30, 2023		no Form D	Wound down
A•• I•• R••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$51.4M as of Feb 7, 2017		no Form D	Wound down
A••••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$35.4M as of Aug 1, 2017		no Form D	Wound down
A••••• C•••••• P•••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$34.2M as of Jan 12, 2021		no Form D	Wound down
A••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$23.6M as of Mar 29, 2022		no Form D	Wound down
I•• R••••••• M•••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$21.7M as of Feb 7, 2017		no Form D	Wound down
N••••••• M•••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$17.1M as of Aug 1, 2017		no Form D	Wound down
A••••• C•••••• P••••••• ••••••••• I•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$16.6M as of Mar 30, 2023		no Form D	Wound down
A••••• C•••••• P••••••• ••••••••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$11.8M as of Jan 12, 2021		no Form D	Wound down
A••••• C•••••• P••••••• ••••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$7.8M as of Mar 29, 2022		no Form D	Wound down
A•• I•• A••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$2.0M as of Mar 29, 2022		no Form D	Wound down
A•• N•••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$383,417 as of Mar 29, 2022		no Form D	Wound down
A•• A•••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$165,785 as of Mar 25, 2015		no Form D	Wound down
A•••••• H••••••• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$2,056 as of Mar 28, 2018		no Form D	Wound down
A•• S••••••••• C••••••••• L•• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Aug 1, 2017		no Form D	Wound down

Team

14 current, 7 former

Partner (2)

D•••• F•••••••• B••••••••• · Class A L•••••• Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••••• D••• · Class A L•••••• Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (1)

E••••• T••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Vice president (5)

A•••• V•• K•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••• L••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•• Z••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• L•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• A••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Associate (4)

A••• G•••• · 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)
H•••• E•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
O••• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Platform (2)

B••••••• S•••••• · G•••••• C•••••• A•• C•••• C••••••••• O••••••• A••••• C•••••• H•••••••• L••• · 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••• F•••• C•••••• · C•••• F•••••••• O••••••• A••••• C•••••• H•••••••• L• · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

7 former (kept with end dates)

D•••• A•••••• D••••• · Class B Member, Board Of M••••••s · Aug 1, 2011 to Feb 7, 2017 Inference
O••••• K••• · Class B Member, Board Of M••••••s · Aug 1, 2011 to Jan 6, 2014 Inference
R••••• L• C•••• · Class B Member, Board Of M••••••s · Aug 1, 2011 to Jan 6, 2014 Inference
S••••• a• W•••••• · Class A Member, Board Of M••••••s · Aug 1, 2011 to Mar 28, 2019 Inference
J••• R•••••• H•••••• · C•••• F•••••••• O••••• A••••• C•••••• H•••••••• L••• · Mar 1, 2006 to Aug 13, 2012 Inference
A••••• S••• Z•••••••• · C•••• O•••••••• O••••••• A••••• C•••••• H•••••••• L••• · Oct 1, 2010 to Feb 28, 2013 Inference
K•••• P••••• · A••••••••• L••••••••• O••••••• A••••• C•••••• E•••••• L•• · Aug 1, 2010 to Aug 1, 2017 Inference

Portfolio

1 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
A••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Transactions

2 on record

Date	Type	Target	This firm’s role	Source
May 10, 2013	Take-private	T••••••	Sponsor (derived)	sec.gov
Oct 5, 2012	Take-private	U•••• D••••••• I••	Sponsor (derived)	sec.gov

Placement agents, lenders, advisers and co-investors

19 relationships

Placement agents (19)

M•••••• C•••••• S•••••••• L•• 5 shared · very strong · last Jan 1, 2023
R••• P••••••• ••••••••• L•• 4 shared · strong · last Dec 10, 2025
S••••••• C•••••• P••••••• S• 4 shared · strong · last Jan 1, 2017
U•• S••••••••• L•• 4 shared · strong · last Jan 1, 2020
E•••• P•••••••• L•• 3 shared · strong · last Jan 1, 2012
E•••• F•••••••• C••••••••• L•• 3 shared · strong · last Jan 1, 2012
A••••••• C•••••• G••••• L•• 2 shared · recurring
E•••••• P•••• C••••••• L•• 2 shared · recurring
C•• C•••••• L•••••• P••••••••• 2 shared · recurring
G•••••••• • C••• L•• 2 shared · recurring · last Jan 1, 2014
T•••• S••••••••• L•• 2 shared · recurring
M•••••• C•••••• A•••••••• L•• 2 shared · recurring · last Jan 1, 2012
N•••••••• P••••••• I••• 2 shared · recurring
S••••••••• I••••••••• G•••• L•• 2 shared · recurring
N•••••• 1• F•••••••• S••••••••• I••• 2 shared · recurring
C••••• S••••• S••••••••• •••• L•• 1 shared · one time
H•• C•••••• C••••••••• 1 shared · one time · last Jan 1, 2014
C••••• C•••••• L•• 1 shared · one time · last Jan 1, 2014
P•••• S•••••• • C•• 1 shared · one time · last Jun 12, 2025

LP commitments

5 disclosed

O••••• P••••• E•••••••• R••••••••• F••• in A••••• C•••••• P••••••• I•• L••• $100M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in A••••• C•••••• P••••••• I••• L••• $100M oregon.gov
C••••••• P••••• E••••••••• R••••••••• A••••••••• in A••••• C•••••• P••••••• I••• L••• $50.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in A••••• C•••••• P•••••••• L••• $35.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in A••••• C•••••• P••••••• I•• L••• $40.0M content.copera.org

Events

2 most recent

Mar 26, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 8, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority53 · ELEVATED: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-23items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness92 · HIGH: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.9166666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders
model score-pe-1
Fund deployment activity35 · MODERATE: as of: 2026-09-23items: [{"code":"FUNDS_DEPLOYING","points":0.35,"caution":"deployment state is read fromethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 43
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

A••••• C•••••• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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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