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• G••••• A•••••••• L••
M• G••••• A•••••••• L••
Fund of funds · probableLower middle marketNew York, NYm•••••••••.comSEC registered investment adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.62bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 14, 2013 to Mar 25, 2024
- RAUM
- $626Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $617Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $617Mevery private fund type, latest filing
- 2024 PE fund GAV
- $617Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $617M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 8
- Headquarters
- New York, NY
- Office address
- 488 MADISON AVENUE, 20TH FLOOR, New York, NY, 10022
- Business phone
- 212-887-1194
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M• S•••••• O••••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $589M as of Mar 25, 2024 | no Form D | Mature | |
| M• S•••••• O••••••••• F••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $28.1M as of Mar 25, 2024 | no Form D | Harvest |
Team
2 current, 4 former
Partner (1)
- M•••• B•••••• · Member · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J••••••• D•••• L••••• · Chief Financial Officer & Chief Compliance Officer · since Nov 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- J••••••• T••• M••••• · Investment Committee Member · Nov 1, 2011 to Mar 31, 2015 Inference
- B•••• M•••••• F•••••• · General Counsel & Cco · Nov 1, 2011 to Nov 18, 2013 Inference
- D••• V••••• K•••••• · General Counsel And Chief Compliance Officer · Nov 1, 2011 to Mar 30, 2017 Inference
- C•••••• L••• P••••••• · Managing Principal · Nov 1, 2011 to Mar 30, 2023 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
2 relationships
Placement agents (2)
- F••••••••• P•••••• C•••••• G•••• 1 shared · one time · last Jan 1, 2013
- C•••• C•••••• L•• 1 shared · one time · last Jan 1, 2020
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 14, 2013M• G••••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
M• G••••• A•••••••• L•• 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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