DFX Intelligence
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M••••• S•••••• P•••••• E••••• A•••• I•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· New York, NYm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.9B
- PE fund assets
- $3.2B
- PE funds
- 9
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 12
- RAUM $1.9B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 15 distinct vehicles are sworn P•••••• Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.21bn P•••••• Equity Fund GAV on the Form ADV filed 2024-11-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn P•••••• Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 13, 2026
- RAUM
- $1.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $3.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-26, latest gav Private Equity Fund $3.2B, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 15
- Employees
- 96
- 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
- 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
13 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•••• H•••• A••• A•••• S••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $231M as of Nov 26, 2024 | no Form D | Unknown | |
| N•••• H•••• A••• A•••• S••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $71.1M as of Nov 26, 2024 | no Form D | Early deployment | |
| N•••• H•••• P•••••• E••••• A••• V• L••• ADV: P•••••• Equity Fund | Buyout fund | 2019 first reported on Form ADV | $510M as of Nov 26, 2024 | no Form D | Mature | |
| N•••• H•••• P•••••• E••••• A••• V• O•••••••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2019 first reported on Form ADV | $316M as of Nov 26, 2024 | no Form D | Mature | |
| N•••• H•••• T••• P•••••• E•••••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2018 first reported on Form ADV | $382M as of Nov 26, 2024 | no Form D | Harvest | |
| N•••• H•••• T••• P•••••• E••••• A••• L••• ADV: P•••••• Equity Fund | Buyout fund | 2018 first reported on Form ADV | $71,212 as of May 15, 2023 | no Form D | Wound down | |
| M••• I• V••••• I•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $13.0M as of Nov 26, 2024 | no Form D | Harvest | |
| M••••• S•••••• P•••••• E••••• A••• I•• L••• ADV: P•••••• Equity Fund | Buyout fund | 2013 first reported on Form ADV | $1.3B as of Nov 26, 2024 | no Form D | Harvest | |
| M••••• S•••••• G••••• E••••••• M•••••• P•••••• I••••••••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $2.4M as of Oct 31, 2016 | no Form D | Wound down | |
| M••••• S•••••• P•••••• E••••• A••• T•• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $63.1M as of Mar 30, 2012 | no reporting | no Form D | Unknown |
| M••••• S•••••• P•••••• E••••• A••• T••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $20.5M as of Mar 30, 2012 | no reporting | no Form D | Unknown |
| M••••• S•••••• P•••••• E••••• A•••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $0 as of Nov 26, 2024 | no Form D | Harvest | |
| M••• M•••• I•••••••• C•••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $0 as of May 15, 2023 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| M••••• S•••••• P•••••• E••••• A••• I••• L••• | P•••••• Equity Fund | 2013 to 2024 | $359M filed Nov 26, 2024 | adviserinfo.sec.gov | |
| I•••••••• S•••••••• C••••••••• L••• | P•••••• Equity Fund | 2013 to 2024 | $3.0M filed Nov 26, 2024 | adviserinfo.sec.gov |
Team
7 current, 12 former
Managing partner (3)
- B••••••• C•••• H••••• · President And Managing Director Of M••••• S•••••• Investment Management · since Nov 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• N••••• M••••• · President, Director And Head Of P•••••• Credit And Equity · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H• C••• C••• · Chief Executive Officer Of P•••••• Equity A••• And Director · since Feb 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- J••• J•••••• M••• · Director · since Jul 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- A•• Y•••• · Vice President · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- G••••••• P•• · Chief Compliance Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• S•••••••• F••••• · Chief Legal Officer · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
12 former (kept with end dates)
- A••• K••• J•••• · President · Jul 1, 2007 to Mar 29, 2019 Inference
- G•••••• J•••• F•••••• · President Of M••••• S•••••• Investment Management And M••••• S•••••• Wealth Management · Jul 1, 2010 to Mar 29, 2016 Inference
- D••••• A•••• S•••••••• · Head Of M••••• S•••••• Investment Management · Oct 1, 2015 to Mar 29, 2024 Inference
- E••••• N• M••••••• · Head Of Merchant B•••ing And Real Estate Investing · Feb 1, 2010 to Mar 29, 2016 Inference
- J•••••• P•••••• C••••••• · Co-Head Of M••••• S•••••• Investment Management · Jan 1, 2024 to Nov 26, 2024 Inference
- D•••• G•••• S••••••• · Chief Compliance Officer · Aug 1, 2018 to Oct 7, 2022 Inference
- J•••• S••• K••••• · Chief Legal Officer · Mar 1, 2011 to Mar 27, 2015 Inference
- M•••••• W•••••• C•••• · Chief Legal Officer · Oct 1, 2014 to Mar 29, 2017 Inference
- M•••••• H•••• · Chief Compliance Officer · Feb 1, 2012 to Dec 15, 2017 Inference
- R•••••• P•••••• · Chief Compliance Officer · Dec 1, 2017 to Aug 24, 2018 Inference
- T••••• T•••••• · Chief Compliance Officer · Oct 1, 2022 to May 15, 2023 Inference
- F••• S•••••••• · Vice President · Mar 1, 2010 to Jun 21, 2017 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
12 relationships
Placement agents (12)
- M••••• S•••••• 5 shared · very strong · last Jan 1, 2019
- M••••• S•••••• A••• I••••••••• L•••••• 4 shared · strong · last Jan 1, 2019
- M••••• S•••••• A••• I••••••••• L••••••• S•••••••• B••••• 4 shared · strong · last Jan 1, 2019
- M••••• S•••••• • C•• I••••••••• P••• L•••••• Z••••• B••••• 2 shared · recurring · last Jan 1, 2019
- P••••• S••• 2 shared · recurring · last Jan 1, 2019
- L••••• A••• L•••••• 2 shared · recurring · last Jan 1, 2022
- M••••• S•••••• I••••••••• M••••••••• •••••• C••• L••• 2 shared · recurring · last Jan 1, 2019
- P•••••• W••••• L•• 2 shared · recurring · last Jan 1, 2019
- B••• M••••• S•••••• A• 1 shared · one time · last Jan 1, 2013
- M••••• S•••••• W••••• M••••••••• A•••••••• P•• L•• 1 shared · one time · last Jan 1, 2015
- M••••• S•••••• P•••••• W••••• M••••••••• L•••••• 1 shared · one time · last Jan 1, 2013
- M••••• S•••••• B••• I••••••••• L•••••• 1 shared · one time · last Jan 1, 2013
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
- May 13, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
M••••• S•••••• P•••••• E••••• A•••• I••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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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