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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / V••• A••••••••• A•••• M••••••••• L••
V••• A••••••••• A•••• M••••••••• L••
Private credit manager · probableLower middle marketNew York, NYv•••••••••.comSEC registered investment adviser
V••• Investment Management helps investors push what’s possible through differentiated solutions across our fixed income, equity and multi-asset platforms, including private markets and alternatives.
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 3 of 3 private equity vehicles are named credit
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-10-10
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 3 of 3 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Oct 10, 2024
- RAUM
- $25Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $118Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $27Bevery private fund type, latest filing
- 2024 PE fund GAV
- $118Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 5%
- Fund type mix
- filed 2024-10-10, latest gav Hedge Fund $9.1B, Private Equity Fund $118M, Securitized Asset Fund $18B, latest counts Hedge Fund 5, Private Equity Fund 3, Securitized Asset Fund 45, lifetime distinct Hedge Fund 6, Other Private Fund 3, Private Equity Fund 3, Securitized Asset Fund 55
- Employees
- 120
- Headquarters
- New York, NY
- Office address
- 230 PARK AVENUE, New York, NY, 10169
- Business phone
- 212-309-8200
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, real estate
- Geography
- Global
- 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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••• H••••• C••••• S•••••••• F••• I• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $10.9M as of Oct 10, 2024 | no Form D | Unknown | |
| V••• R•••••••• E••••• I••••••••• D••• F••• I• ••••••• D•• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $64.7M as of Oct 10, 2024 | no Form D | Unknown | |
| V••• R•••••••• E••••• I••••••••• D••• F••• I• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $42.5M as of Oct 10, 2024 | no Form D | Early deployment |
Team
9 current, 19 former
Managing partner (1)
- M•••••• T••• · Chief Executive Officer & Senior Managing Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A••• S•••••••• · Chief Risk Officer & Managing Director · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• a• S•••• · Head Of Investments, Chief Investment Officer, Fixed Income & Senior Managing Director · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• A••• P•••••• · Head Of Distribution & Senior Managing Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•••••• J••••• C•••• · Chief Investment Officer Of Equities & Senior Managing Director · since Jan 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)
- H••• P••• F•••••• · Head Of Im Legal & Managing Director · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• N•• W•••• · Chief Financial Officer & Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• H••••••• P••••• · Chief Operating Officer & Senior Managing Director · since Jan 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•••••• F•••• · Chief Compliance Officer & Managing Director · 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)
19 former (kept with end dates)
- C•••••••• L••• H••••••••• · Chief Executive Officer & Chairwoman · Sep 1, 2016 to Jan 12, 2024 Inference
- J•••••• T••• B••••• · Chief Executive Officer · Jan 1, 2010 to Sep 2, 2016 Inference
- M•••••• B•••• P••••• · Co-Head Of U.S. Equity Platform · Jan 1, 2010 to Mar 28, 2013 Inference
- C•••••• M••••• S•••••• · Head Of Distribution And Senior Managing Director · Aug 1, 2017 to Mar 31, 2022 Inference
- C•••••• R•••••• · Managing Director · Jul 1, 2008 to Mar 28, 2013 Inference
- C••••••••• F•••••• C••••• · Chief Investment Officer Of Equities Investments And Senior Managing Director · Jan 1, 2009 to Feb 1, 2017 Inference
- D•• L•• W••••• · Managing Director · Jan 1, 2010 to Mar 31, 2015 Inference
- D••••• A•••• N••••• · Senior Managing Director, Group Head - Senior Loan · Jun 1, 2018 to Mar 30, 2021 Inference
- J•••• J••• T•••• · Head Of Distribution & Senior Managing Director · Jan 1, 2022 to Jul 16, 2024 Inference
- J•••••• A••• B•••••• · Senior Managing Director, Group Head And Chief Investment Officer - Senior Loan · Jun 1, 2018 to Mar 31, 2022 Inference
- M••• D••••• W•••• · Senior Managing Director · Feb 1, 2004 to Jul 9, 2018 Inference
- M•••••• B•••• P••••• · Co-Chief Investment Officer Of Equities & Senior Managing Director · Feb 1, 2017 to Jan 25, 2023 Inference
- P••• Z••••• · Chief Investment Officer Of Mass & Senior Managing Director · Feb 1, 2010 to Jan 12, 2024 Inference
- D•••••• A•• H•••••••• · Chief Compliance Officer, Managing Director · May 1, 2013 to Mar 31, 2022 Inference
- D••• S•••••• · Chief Operating Officer & Senior Managing Director · Mar 1, 2018 to Jan 25, 2023 Inference
- G••••• T••••• L••• · Managing Director And General Counsel · Nov 1, 1999 to Jan 9, 2020 Inference
- J•••• M•••••• F••• · Chief Administrative Officer & Managing Director · Sep 1, 2017 to Aug 7, 2024 Inference
- M•••••• A•••• B••• · Chief Financial Officer & Managing Director · Sep 1, 2014 to Oct 25, 2022 Inference
- M•••••• J••••• G•••••• · Chief Compliance Officer · Feb 1, 2004 to Oct 2, 2013 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
6 most recent
- Sep 17, 2026C•••••••• Cappabianca joins V••• Investment Management as head of Systematic Equities
- Sep 17, 2026V••• Investment Management and P••••• C•••••• Digitize Investment Access to the P••••• Investment Fund (PIF) Through Agreement with Templum
- Sep 17, 2026V••• Investment Management survey shows target-date funds increase retirement participants’ confidence
- Mar 31, 2026V••• A••••••••• A•••• M••••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 5 (roster 2026-09-01)
- Jan 21, 2026V•••'s Barbara Reinhard, CIO, MASS, Joins Bloomberg Radio to Talk About the M•••ets
- Mar 30, 2012V••• A••••••••• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
V••• A••••••••• A•••• M••••••••• L•• 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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