DFX Intelligence

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K•• C•••••• P•••••••

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Denver, COk•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $26B
PE fund assets: $17B
PE funds: 60
Investments held: 37 of 105
Deals, last 12 months: Not established

Funds and vehicles Team (18)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors hospitality_leisure
Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4
0 lenders and 8 placement agents appear beside this firm on the record.
Placement agents 8

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 105 of 105 distinct vehicles are sworn Private Equity Funds; 60 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $17.43bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
Strategies: PRIVATE CREDIT, SECONDARIES

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 105 of 105 distinct vehicles are sworn Private Equity Funds; 60 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to Jun 23, 2026
RAUM: $26Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 60
PE fund GAV, latest filing: $17Breported gross assets (Form ADV), not fund size
All private fund GAV: $18Bevery private fund type, latest filing
2024 PE fund GAV: $17Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-30, latest gav Private Equity Fund $17B, latest counts Private Equity Fund 52, lifetime distinct Private Equity Fund 105
Employees: 114
Headquarters: Denver, CO
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

103 observed deals

Stated by the firm

Sectors: hospitality leisure
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: ••• Locked

Observed from deals on record

roles: unknown 105
period: to unknown, from unknown, undated holdings 105, dated observations 0
window: last unknown, first unknown
control: unknown 105
companies: 103
geography
investments: 105
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 31
disclosed value usd: n 0
sector distribution: count 24, share 0.233, value consumer services, examples Skibluemt, Life Time, Miraval Resort & Spa, The Fifth Avenue Hotel, count 6, share 0.058, value business services, examples Atlantic Aviation Holdings, Hersha, Nashvilleeditionresidences, Mission Hill, count 1, share 0.01, value transportation logistics, examples Flexjet
holding period years: n 0
repeat counterparties
subsector distribution: count 11, share 0.107, value other personal services, examples The Fifth Avenue Hotel, Grand Hotel, Beaumier, Hai Hospitality, count 8, share 0.078, value fitness recreation, examples Skibluemt, Life Time, Camelback Resort, Alterra Mountain Company, count 5, share 0.049, value personal care services, examples Miraval Resort & Spa, Rancho Las Palmas Resort & Spa, Montelucia Resort & Spa, Silverado Resort and Spa, count 5, share 0.049, value property management, examples Hersha, Nashvilleeditionresidences, Mission Hill, Martinresorts, count 1, share 0.01, value other support services, examples Atlantic Aviation Holdings, count 1, share 0.01, value specialized freight trucking, examples Flexjet

103 companies on the graph (0 transactions); most in consumer services (24); no dated observations

Funds

105 on record, 9 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
K•• C•••••• P••••••• C• I• 5• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$2.6B as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• 1• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$292M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• 3• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$284M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• T••••••• O••••••••• F••• I• F•••••• L••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$94.3M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• 4• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$50.0M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• 2• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$47.4M as of Mar 30, 2024	no Form D	Unknown
K•• I•• O•••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$42.8M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• F•• L••• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$35.0M as of Mar 30, 2024	no Form D	Unknown
K•• C••••• O••••••••• F••• I• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$27.3M as of Mar 30, 2024	no Form D	Unknown
K•• 1••• B•••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$15.0M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• V• ••••• S••• ADV: Private Equity Fund	Buyout fund	2024 first reported on Form ADV	$455,113 as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• C• I• L• ADV: Private Equity Fund	Continuation vehicle	2023 first reported on Form ADV	$589M as of Mar 30, 2024	no Form D	Unknown
K•• C•••••• P••••••• V• T•• L• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$248M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• V• T•••• L• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$135M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• V•• L• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$128M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• V•••• L• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$110M as of Mar 30, 2024	no Form D	Early deployment
B••••••••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$105M as of Mar 30, 2024	no Form D	Unknown
K•• T• O••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$101M as of Mar 30, 2024	no Form D	Early deployment
M•••••• C• I• O••• L• ADV: Private Equity Fund	Continuation vehicle	2023 first reported on Form ADV	$73.9M as of Mar 30, 2024	no Form D	Unknown
M•••••• C• I• R••• L• ADV: Private Equity Fund	Continuation vehicle	2023 first reported on Form ADV	$57.9M as of Mar 30, 2024	no Form D	Unknown
M•••••• C• I• R•• 2• L• ADV: Private Equity Fund	Continuation vehicle	2023 first reported on Form ADV	$56.5M as of Mar 30, 2024	no Form D	Unknown
K•• M•••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$55.5M as of Mar 30, 2024	no Form D	Early deployment
M•••••• H••• C•••••••• I• L• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$34.8M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• V• F•• L• ADV: Private Equity Fund	Buyout fund	2023 first reported on Form ADV	$30.2M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• C••••• O••••••••• F••• I••• L• ADV: Private Equity Fund	Credit fund	2022 first reported on Form ADV	$629M as of Mar 30, 2024	no Form D	Unknown
K•• T••••••• O••••••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$261M as of Mar 30, 2024	no Form D	Unknown
V••••••• T••••••• O••••••••• F••• a• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$155M as of Mar 30, 2024	no Form D	Early deployment
K•• T••••••• O••••••••• F••• I• F•• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$23.9M as of Mar 30, 2024	no Form D	Early deployment
K•• C•••••• P••••••• C••••• O••••••••• F••• I•• F•• L• ADV: Private Equity Fund	Credit fund	2022 first reported on Form ADV	$6.9M as of Mar 30, 2024	no Form D	Unknown
K•• T••••••• O••••••••• F••• a• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$389M as of Mar 30, 2024	no Form D	Unknown
B••••••••• 1• L•• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$367M as of Mar 30, 2024	no Form D	Mature
K•• S•• C•••••••• I•• L• ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$141M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• V• C•••••••• I• L• ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$40.5M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• C••••• O••••••••• F••• I• F•• L••• ADV: Private Equity Fund	Credit fund	2020 first reported on Form ADV	$3.2M as of Mar 30, 2024	no Form D	Successor fundraising
K•• C•••••• P••••••• V• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$853M as of Mar 30, 2024	no Form D	Active deployment
K•• C•••••• P••••••• V••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$807M as of Mar 30, 2024	no Form D	Active deployment
K•• C•••••• P••••••• V• T•• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$752M as of Mar 30, 2024	no Form D	Active deployment
K•• C•••••• P••••••• V• T•••• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$566M as of Mar 30, 2024	no Form D	Active deployment
K•• C•••••• P••••••• V• F•• L••• ADV: Private Equity Fund	Buyout fund	2019 first reported on Form ADV	$53.4M as of Mar 30, 2024	no Form D	Active deployment
K•• C•••••• P••••••• C••••• O••••••••• F••• I•• L••• ADV: Private Equity Fund	Credit fund	2018 first reported on Form ADV	$472M as of Mar 30, 2024	no Form D	Successor fundraising
K•• L••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$125M as of Mar 30, 2024	no Form D	Harvest
K•• C••••••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$874,922 as of Jun 21, 2023	no Form D	Wound down
F••••••• C••• I••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$2.3B as of Mar 30, 2024	no Form D	Unknown
K•• A••••••• C•••••••• 3• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$36,976 as of Nov 1, 2021	no Form D	Wound down
K•• A••••••• C•••••••• 2• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$12,799 as of Nov 1, 2021	no Form D	Wound down
K•• A••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$8,278 as of Nov 1, 2021	no Form D	Wound down
K•• A••••••• C•••••••• 4• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$0 as of Nov 1, 2021	no Form D	Wound down
K•• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund	Buyout fund	2016 first reported on Form ADV	$885M as of Mar 30, 2024	no Form D	Mature
K•• S• 2•••• L• ADV: Private Equity Fund	buyout or unlabelled	2016 year in the fund name	$337M as of Jun 21, 2023	no Form D	Wound down
K•• S• 2••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2016 year in the fund name	$180M as of Jun 21, 2023	no Form D	Wound down
K•• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	2015 first reported on Form ADV	$928M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• I• T•• L••• ADV: Private Equity Fund	Buyout fund	2015 first reported on Form ADV	$779M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• I• T•••• L••• ADV: Private Equity Fund	Buyout fund	2015 first reported on Form ADV	$768M as of Mar 30, 2024	no Form D	Mature
K•• V•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$148M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• I• F•• L••• ADV: Private Equity Fund	Buyout fund	2015 first reported on Form ADV	$41.9M as of Mar 30, 2024	no Form D	Mature
K•• C•••••• P••••••• C••••• O••••••••• F•••• L••• ADV: Private Equity Fund	Credit fund	2014 first reported on Form ADV	$141M as of Apr 22, 2022	no Form D	Wound down
K•• C•• 2••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2010 year in the fund name	$147,430 as of Nov 1, 2021	no Form D	Wound down
K•• C•• 2••• C•••••••• 2• L••• ADV: Private Equity Fund	Co-investment vehicle	2010 year in the fund name	$101,795 as of Nov 1, 2021	no Form D	Wound down
K•• C•••••• P••••••• I••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$334M as of Mar 30, 2024	no Form D	Harvest
K•• C•••••• P••••••• I•• T•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$202M as of Mar 30, 2024	no Form D	Harvest
K•• C•••••• P••••••• I• T•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$194M as of Jun 21, 2023	no Form D	Wound down
K•• C•••••• P••••••• I•• T•••• L••• ADV: Private Equity Fund	Buyout fund	unknown	$174M as of Mar 30, 2024	no Form D	Harvest
Z•• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$107M as of Feb 14, 2012	no Form D	Wound down
K•• C•••••• P••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$103M as of Jun 21, 2023	no Form D	Wound down
K•• C•••••• P••••••• I• T•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$95.9M as of Jun 21, 2023	no Form D	Wound down
F••••••• C•• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$73.8M as of Feb 14, 2012	no Form D	Wound down
F••••••• C•• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$72.9M as of Feb 14, 2012	no Form D	Wound down
F••••••• W•• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$56.5M as of Feb 14, 2012	no Form D	Wound down
F••••••• W•• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$55.8M as of Feb 14, 2012	no Form D	Wound down
F••••••• C•• S••••••••• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$53.5M as of Feb 14, 2012	no Form D	Wound down
F••••••• W•• S••••••••• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$40.2M as of Feb 14, 2012	no Form D	Wound down
F••••••• L• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$31.3M as of Feb 14, 2012	no Form D	Wound down
F••••••• L• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$30.9M as of Feb 14, 2012	no Form D	Wound down
F••••••• C•• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$29.3M as of Feb 14, 2012	no Form D	Wound down
K•• C•••••• P••••••• I• F•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$23.7M as of Jun 21, 2023	no Form D	Wound down
F••••••• S• F• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$23.5M as of Feb 14, 2012	no Form D	Wound down
F••••••• W•• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$22.5M as of Feb 14, 2012	no Form D	Wound down
M••••• P•• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$15.9M as of Feb 14, 2012	no Form D	Wound down
M••••• R• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$15.5M as of Feb 14, 2012	no Form D	Wound down
M••••• M• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$15.1M as of Feb 14, 2012	no Form D	Wound down
M••••• R• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$13.1M as of Feb 14, 2012	no Form D	Wound down
M••••• M• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$12.8M as of Feb 14, 2012	no Form D	Wound down
F••••••• L• S••••••••• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$12.6M as of Feb 14, 2012	no Form D	Wound down
F••••••• L• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$12.5M as of Feb 14, 2012	no Form D	Wound down
F••••••• S• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$11.2M as of Feb 14, 2012	no Form D	Wound down
K•• C•••••• P••••••• I•• F•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$9.8M as of Mar 30, 2024	no Form D	Harvest
F••••••• L• S••••••••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$9.1M as of Feb 14, 2012	no Form D	Wound down
F••••••• S• E•• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$7.6M as of Feb 14, 2012	no Form D	Wound down
F••••••• P•••• ••••••••• T•••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$5.8M as of Feb 14, 2012	no Form D	Wound down
F••••••• P•••• ••••••••• T•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.7M as of Feb 14, 2012	no Form D	Wound down
C•••••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.8M as of Feb 14, 2012	no Form D	Wound down
M••••• M• V••••• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.8M as of Feb 14, 2012	no Form D	Wound down
M••••• M• V••••• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$2.4M as of Feb 14, 2012	no Form D	Wound down
F••••••• P•••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.3M as of Feb 14, 2012	no Form D	Wound down
M••••• C•• T• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.8M as of Feb 14, 2012	no Form D	Wound down
M••••• C•• T••• ••••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$1.5M as of Feb 14, 2012	no Form D	Wound down
F••••••• P•••• ••••••••• F•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$500,000 as of Feb 14, 2012	no Form D	Wound down
K•• C•••••• P••••••• S••••••••• I• T•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$127,069 as of Nov 1, 2021	no Form D	Wound down
K•• C•• C•••••••• 2• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$113,620 as of Nov 1, 2021	no Form D	Wound down
K•• C•••••• P••••••• S••••••••• I•• L••• ADV: Private Equity Fund	Buyout fund	unknown	$92,017 as of Nov 1, 2021	no Form D	Wound down

Showing 100 of 105 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

Fund	Type (ADV)	Years	Latest reported GAV	Source
K•• C•••••• P••••••• C••••• O••••••••• F••• I•• L•	Private Equity Fund	2026 to 2026	$1.3B filed Jun 23, 2026	reports.adviserinfo.sec.gov
H•• 2••• I•• L•	Private Equity Fund	2026 to 2026	$345M filed Jun 23, 2026	reports.adviserinfo.sec.gov
K•• C•••••• P••••••• T••••••• O••••••••• F••• I•• L•	Private Equity Fund	2026 to 2026	$289M filed Jun 23, 2026	reports.adviserinfo.sec.gov
H•• 2•••• L•	Private Equity Fund	2026 to 2026	$187M filed Jun 23, 2026	reports.adviserinfo.sec.gov
K•• C•••••• P••••••• C••• C•••••••• I• L•	Private Equity Fund	2026 to 2026	$65.6M filed Jun 23, 2026	reports.adviserinfo.sec.gov
H•• 2••• R••• I•• L•	Private Equity Fund	2026 to 2026	$30.9M filed Jun 23, 2026	reports.adviserinfo.sec.gov
K•• C•••••• P••••••• C••••• O••••••••• F••• I• F•• L•	Private Equity Fund	2026 to 2026	$10.6M filed Jun 23, 2026	reports.adviserinfo.sec.gov
K•• C•••••• P••••••• T••••••• O••••••••• F••• I• F•• L•	Private Equity Fund	2026 to 2026	$2.1M filed Jun 23, 2026	reports.adviserinfo.sec.gov
B••••••••• I••• L••	Private Equity Fund	2026 to 2026	$240,429 filed Jun 23, 2026	reports.adviserinfo.sec.gov

Team

18 current, 1 former

Managing partner (2)

E••• R•••••• · Managing Member · since Nov 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• S•••• S•••••• · Chairman · since Nov 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (4)

K••• A•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••• A•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P•••• R•••••• M•••••••• · Chief Investment Officer · since Jul 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••• A•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Principal (2)

A••••••••• B•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K••• B••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Vice president (4)

C•••• B•••••• I•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• A••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K••••• A•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• A••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Associate (1)

S•••• A••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Platform (5)

B•••• B••• · Vice President - Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• R••••• R•••••••• · General Counsel · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••••• S• S••••• · Partner And Chief Operating Officer · since Nov 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••• E••••• M•••••• · Chief Compliance Officer · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••••• N•••• T••••• · Chief Financial Officer · since Apr 1, 2023 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)

C•••••• M••••• · Chief Financial Officer · Nov 1, 2005 to Jun 21, 2023 Inference

Portfolio

105 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
2•• N••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
2•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• M••••••• C••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• A••••••• H•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• S••••• I•• • S•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••••• R•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• H••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• P••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••••• H•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• H•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••• H•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• W••• P•••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E••• I•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••• G•••• D•• M••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••• P••••• b• S••••••• S•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••• H••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
G•••• H•••• o• M••••••• I•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H•• H•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••• G•••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••••• G•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• H••••• a•• R••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• H•••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• V•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• R•••••• C••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
i•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••• I••••• S••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• B•••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••• C••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• R••••• C•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
J• M••••••• C•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
J• M••••••• D••••• S••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
J• M••••••• E•••• H••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••• A••• S•• D••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••• P•••••• S•• D••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L• C•••• R••••• a•• S••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L••• T•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L••• T••• F••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••• a•• H•••• d• V••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• H•••••••• B•••• R•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• M••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• R•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• R••••• • S••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• H•••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• H••• H•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• R••••• • S••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••• E••••••••• C••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O•••••••• H••••••••• G••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••• I••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• L•• P••••• R••••• • S••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••••• N••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••• B••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• P••• S•••• B•••• M••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• D•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• H•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• S•• D••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• R•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••• R••••• a•• S••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• B••• V••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• D•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• W••••••••• D•••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• M••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• B•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• F•••• A••••• H••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• N•••••••• E•••••• H•••• • R•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• N•••••• B•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• O••• G•••• P••• I••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• P••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• P•• H•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• S••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••• R••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
U•••• C•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• R••••• o• P•••• B••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• H•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
W• M••••••• a•• S••••••• M•••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• B•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Showing 100 of 105 investments on this record. Private Equity Intelligence opens the rest of this record's rows.

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

8 relationships

Placement agents (8)

P••••••• F•••• G••••• L•• 9 shared · very strong · last Jan 1, 2014
M••••• S•••••• • C•• L•• 6 shared · very strong · last Jan 1, 2024
M••••• S•••••• 6 shared · very strong · last Jan 1, 2024
E••••••• G•••• L••••• 6 shared · very strong · last Jan 1, 2024
S••• G••••• S••••••••• U• L•• 6 shared · very strong · last Jan 1, 2024
U•• S••••••••• L•• 5 shared · very strong · last Jan 1, 2016
C••••• S••••• S••••••••• •••• L•• 5 shared · very strong · last Jan 1, 2019
E•••• P•••••••• L•• 1 shared · one time · last Jan 1, 2018

LP commitments

20 disclosed

W••••••••• S•••• I••••••••• B•••• in K•• C•••••• P••••••• I•• L••• $100M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• in K•• C•••••• P••••••• I••• L••• $200M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• in K•• C•••••• P••••••• I•• L••• $250M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• in K•• C•••••• P••••••• S••••••••• I• T•• L••• $50.0M sib.wa.gov
W••••••••• S•••• I••••••••• B•••• in K•• C•••••• P••••••• V• L••• $300M sib.wa.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• C••••• O••••••••• F•••• L••• $75.0M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• I•• L••• $100M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• I••• L••• $100M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• I•• L••• $150M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• S••••••••• I•• L••• $50.0M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in K•• C•••••• P••••••• V• L••• $200M oregon.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• I••• L••• $115M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• I•• L••• $225M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• V• L••• $300M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• C• I• 3• L••• $48.3M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in M•••••• C• I• R••• L• $20.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• V•• L• $300M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• I••• L••• $115M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•• C•••••• P••••••• V• L••• $300M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• $48.3M osc.ny.gov

Events

3 most recent

Jun 23, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 29, 2023
••• Locked
Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Feb 14, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority56 · ELEVATED: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-23items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness83 · HIGH: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.8333333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: transactions, lenders
model score-pe-1
Fund deployment activity100 · HIGH: as of: 2026-09-23items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 34
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

K•• C•••••• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private 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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