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 / A•••••••• L••
A•••••••• L••
Fund of funds · probableLower middle marketPhiladelphia, PAa•••••••••.comSEC registered investment adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-07-09
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 16, 2020 to Jul 9, 2024
- RAUM
- $531Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $176Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $529Mevery private fund type, latest filing
- 2024 PE fund GAV
- $176Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 43%
- Fund type mix
- filed 2024-07-09, latest gav Hedge Fund $352M, Private Equity Fund $176M, latest counts Hedge Fund 3, Private Equity Fund 3, lifetime distinct Hedge Fund 3, Liquidity Fund 1, Private Equity Fund 3
- Employees
- 4
- Headquarters
- Philadelphia, PA
- Office address
- 123 S. BROAD STREET, SUITE 1990, Philadelphia, PA, 19109
- Business phone
- 215-600-1296
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services
- 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
- We seek geographic diversity, tapping into regional expertise from our investment partners.
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 |
|---|---|---|---|---|---|---|
| A••••••• P•••••• E••••• 2•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $2.9M as of Jul 9, 2024 | no Form D | Unknown | |
| A••••••• I••••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $158M as of Jul 9, 2024 | no Form D | Unknown | |
| A••••••• P•••••• E••••• 2••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $15.0M as of Jul 9, 2024 | no Form D | Early deployment |
Team
2 current, 1 former
Partner (1)
- A•••• N•••••• G••••••• · Chief Investment Officer · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D••••• J••••• D•••••• · Chief Compliance Officer And Head Of Finance And Operations · 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)
1 former (kept with end dates)
- T••••• L•• N•••••••• · Performance Analyst And Alternative Regulatory Contact · Oct 1, 2020 to Mar 31, 2021 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
- Nov 16, 2020A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
A•••••••• 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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