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•••• R••• E••••• A••••••• I•••
M•••• R••• E••••• A••••••• I•••
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 28 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-11-26
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 28 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Nov 26, 2024
- RAUM
- $11Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $22.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $11Bevery private fund type, latest filing
- 2024 PE fund GAV
- $22.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 4%
- Fund type mix
- filed 2024-11-26, latest gav Real Estate Fund $11B, Private Equity Fund $22.8M, latest counts Real Estate Fund 18, Private Equity Fund 1, lifetime distinct Real Estate Fund 27, Private Equity Fund 1
- Employees
- 360
- Headquarters
- New York, NY
- Office address
- 1585 BROADWAY, MORGAN STANLEY INVESTOR SERVICES, 39TH FL, New York, NY, 10036
- Business phone
- 212-761-7160
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•••• I• G••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $22.8M as of Nov 26, 2024 | no Form D | Active deployment |
Team
10 current, 14 former
Managing partner (5)
- 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)
- B•••• P•••• N•••• · Co-Chief Executive Officer Of M••••• S•••••• R••• E••••• Investing · 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)
- J••• K•••• · Director And President And Head Of R••• Assets · since Sep 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• H••••••••• S•••••••• · Co-Chief Executive Officer Of M••••• S•••••• R••• E••••• Investing · 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)
- O•••••• d• P••••••••• · Chairman Of M••••• S•••••• R••• E••••• Investing · 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)
Partner (1)
- T••• B•••• · Chief Investment Officer Of M••••• S•••••• R••• E••••• Investing · 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 (4)
- C••••••• P••• · Director And Chief Operating Officer Of M••••• S•••••• R••• Assets Investing · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- 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)
- M•••••• S•••••••• · 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)
- P•••• C••••• H••••• · Director And Chief Financial Officer Of M••••• S•••••• R••• Assets Investing · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
14 former (kept with end dates)
- G•••••• J•••• F•••••• · President Of M••••• S•••••• Investment Management And M••••• S•••••• Wealth Management · Jul 1, 2010 to Mar 30, 2016 Inference
- D••••• A•••• S•••••••• · Head Of M••••• S•••••• Investment Management · Oct 1, 2015 to Mar 31, 2024 Inference
- E••••• N• M••••••• · Head Of Merchant Banking And R••• E••••• Investing · Feb 1, 2010 to Mar 30, 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•••• R• J•••• · Chief Operating Officer Of M••••• S•••••• R••• E••••• Investing · Oct 1, 2010 to Jul 5, 2012 Inference
- J••••••• M••••• C•••••• · Chief Legal Officer · Nov 1, 2011 to Mar 28, 2013 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 16, 2023 Inference
- J•••••• H••• M••••••••• · Director · Dec 1, 2010 to Jul 5, 2012 Inference
- M•••••• P••• L••• · Director · Nov 1, 2009 to May 6, 2015 Inference
- S••• C•••••••• E••• · Director · Jul 1, 2011 to Mar 29, 2019 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
- Mar 30, 2012M•••• R••• E••••• A••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
M•••• R••• E••••• A••••••• I••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Real 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.
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