DFX Intelligence
Private Equity Intelligence
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Firms / M•••• L•••• M•••••••••
M•••• L•••• M•••••••••
Buyout firmLower middle marketNew York, NYSEC registered investment adviser
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 11 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.36bn Private Equity Fund GAV on the Form ADV filed 2024-07-12
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 11 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 2, 2020 to Jul 12, 2024
- RAUM
- $2.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $365Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $365Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 55%
- Fund type mix
- filed 2024-07-12, latest gav Private Equity Fund $365M, Securitized Asset Fund $791M, latest counts Private Equity Fund 4, Securitized Asset Fund 5, lifetime distinct Private Equity Fund 6, Securitized Asset Fund 5
- Employees
- 19
- Headquarters
- New York, NY
- Office address
- 650 MADISON AVE., 3RD FLOOR, New York, NY, 10022
- Business phone
- 212-891-2880
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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•••• L•••• B••••••• F•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $16.4M as of Jul 12, 2024 | no Form D | Unknown | |
| M•••• L•••• L••••• F•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.8M as of Jul 12, 2024 | no Form D | Unknown | |
| M•••• L•••• M••••• M••••• F•••••• I• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $244M as of Jul 12, 2024 | no Form D | Unknown | |
| M•••• L•••• M••••• M••••• F•••••• I• a• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $94.3M as of Jul 12, 2024 | no Form D | Unknown | |
| M•••• L•••• M••••• M••••• F•••••• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $758,499 as of Aug 29, 2023 | no Form D | Wound down | |
| M•••• L•••• M••••• M••••• F•••••• a• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $302,704 as of Aug 29, 2023 | no Form D | Wound down |
Team
5 current, 3 former
Managing partner (3)
- E••••• J••••• G••••••••• · Chief Executive Officer · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• H•••••• W••• · Co-President · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• L• E••••• · Co-President · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D•••• I•••• H••• · Chief Compliance Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• K•••••• · Chief Financial Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- E••••• U•••• G••••• · Chief Financial Officer · Jul 1, 2020 to Mar 3, 2021 Inference
- G•••••• W•••• M••••••• · Chief Compliance Officer · Sep 1, 2020 to Jun 28, 2021 Inference
- J•••• T• R••• · Chief Financial Officer · Apr 1, 2021 to Jul 12, 2024 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
- Oct 2, 2020M•••• L•••• M••••••••• first filed Form ADV in the extract (IA)
Across the graphs
M•••• L•••• M••••••••• 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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