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.
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Firms / M••••••• C••••• P•••••••
M••••••• C••••• P•••••••
Private credit manager · probableLower middle marketNew York, NYm•••••••••.comSEC registered investment adviser
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- Lower middle marketdefined by: proxy: $0.07bn Private Equity Fund GAV on the Form ADV filed 2024-06-10
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 36 distinct vehicles; hedge, securitized or liquidity vehicles 35
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Jun 10, 2024
- RAUM
- $7.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $67.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $67.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 3%
- Fund type mix
- filed 2024-06-10, latest gav Hedge Fund $944M, Private Equity Fund $67.9M, Securitized Asset Fund $4.0B, latest counts Hedge Fund 15, Private Equity Fund 1, Securitized Asset Fund 13, lifetime distinct Hedge Fund 22, Private Equity Fund 1, Securitized Asset Fund 13
- Employees
- 44
- Headquarters
- New York, NY
- Office address
- 245 PARK AVENUE, 38TH FLOOR, New York, NY, 10167
- Business phone
- 212-497-1400
Stated criteria beside observed behaviour
8 observed deals
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
- roles
- add on 2, platform 6
- period
- to 2026-09-10, from 2023-11-07, undated holdings 2, dated observations 12
- window
- last 2026-09-10, first 2023-11-07
- control
- control 6, unknown 2
- companies
- 8
- geography
- count 1, share 0.125, value LA
- investments
- 8
- seller kinds
- founder 1, sponsor 1
- transactions
- 6
- cadence by year
- 2023 exits 1, 2024 add ons 1, platforms 1, 2025 add ons 1, platforms 1, 2026 platforms 1
- platform add on
- add ons 2, platforms 6, add ons per platform 0.33
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.125, value software, examples Utilimarc, count 1, share 0.125, value specialty distribution, examples Arnott Industries, count 1, share 0.125, value media telecom, examples GSTV, count 1, share 0.125, value industrial manufacturing, examples Ellison Bakery
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id 227066cb-03af-4df9-b24a-a0d4201524d0
- subsector distribution
- count 1, share 0.125, value logistics and fleet software, examples Utilimarc, count 1, share 0.125, value misc durable wholesale, examples Arnott Industries, count 1, share 0.125, value media telecom, examples GSTV, count 1, share 0.125, value food manufacturing, examples Ellison Bakery
8 companies on the graph (6 transactions); most in software (1); 6 platforms and 2 add-ons; observed 2023 to 2026
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••• C•• E••••• F••• I• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $67.9M as of Jun 10, 2024 | no Form D | Unknown |
Team
8 current, 1 former
Managing partner (1)
- S••••• A••• S••••••• · President · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (5)
- D••• M• W• C•••• · Chief Investment Officer · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• P••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• E••••• V••••• · Limited Partner · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• P••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••••••• P••••• · Partner at MidOcean · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- A••••• L••••••• S••••• · Chief Financial Officer · since Apr 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• H••••• · Chief Compliance Officer · since Apr 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- G••••• C••••••• · Shareholder · Jan 1, 2003 to Apr 1, 2013 Inference
Portfolio
8 relationships, 6 platforms, 2 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 10, 2026 | Platform acquisition | G••• | Sponsor (confirmed) | xn--m-1hnaaaaaaaa.com |
| Dec 16, 2025 | Platform acquisition | T•• C•••••••• H••••• N•••••• | Sponsor (confirmed) | xn--m-1hnaaaaaaaa.com |
| Oct 7, 2025 | Add-on acquisition | U•••••••• | Sponsor (confirmed) | xn--m-1hnaaaaaaaa.com |
| Nov 18, 2024 | Platform acquisition | A••••• I••••••••• | Sponsor (confirmed) | xn--m-1hnaaaaaaaa.com |
| Aug 21, 2024 | Add-on acquisition | E•••••• B••••• | Sponsor (confirmed) | tiliallc.com |
| Nov 7, 2023 | Sponsor to sponsor | S•••• S••••• D••••• I••••••••• I••••••••• I••• | Sponsor (confirmed) | xn--m-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
10 relationships
Financial advisers (5)
- M••••• • C•••••• L•• 1 shared · one time · last Sep 10, 2026
- S•••••• P••••••• 1 shared · one time · last Sep 10, 2026
- F••• A••••• 1 shared · one time · last Aug 21, 2024
- P•••• S•••••• • C•• 1 shared · one time · last Nov 18, 2024
- C•• P••••••• 1 shared · one time · last Dec 16, 2025
Legal advisers (4)
- G••••• D••• • C••••••• L•• 2 shared · recurring · last Dec 16, 2025
- M•••• B•••• L•• 1 shared · one time · last Aug 21, 2024
- H••••• A•••••• K•••• L•• 1 shared · one time · last Dec 16, 2025
- G••••• D••• 1 shared · one time · last Sep 10, 2026
Co-investors (1)
- M••••••• U• A••••••• L••• 1 shared · one time · last Aug 21, 2024
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
6 most recent
- Sep 10, 2026MidOcean Partners Acquires G•••, a Leading Retail Media and Digital Video Advertising N••••••Platform investmentFactG•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mar 31, 2026M••••••• C••••• P•••••••: Private Equity Funds on Form ADV 1 (2024 extract) -> 16 (roster 2026-09-01)
- Dec 16, 2025MidOcean Partners Closes Credit Investment in T•• C•••••••• H••••• N••••••
- Nov 18, 2024MidOcean Partners Acquires A••••• I•••••••••, a Leading Suspension Products Platform for the Auto Aftermarket
- Nov 7, 2023MidOcean Partners Acquires S•••• S•••••, a Leading Workplace Safety Training Platform and Gold Standard Provider of D••••• Safety Training for Commercial Fleets
- Mar 30, 2012M••••••• C••••• P••••••• first filed Form ADV in the extract (IA)
Across the graphs
M••••••• C••••• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private 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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