DFX Intelligence
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S••••••• C••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Boston, MAs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.8B
- PE fund assets
- $4.8B
- PE funds
- 24
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA from $7.0MControl minority
- Graphs 2
- RAUM $4.8B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 25 of 25 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $4.76bn Private Equity Fund GAV on the Form ADV filed 2024-07-02
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 25 of 25 distinct vehicles are sworn Private Equity Funds; 23 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 Jul 2, 2024
- RAUM
- $4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 24
- PE fund GAV, latest filing
- $4.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-02, latest gav Private Equity Fund $4.8B, latest counts Private Equity Fund 24, lifetime distinct Private Equity Fund 25
- Employees
- 13
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
- from $7.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- ••• Locked
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
25 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••• S••••• I• L•••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $18.9M as of Jul 2, 2024 | no Form D | Unknown | |
| S••••••• S••••• I• F••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $791M as of Jul 2, 2024 | no Form D | Early deployment | |
| S••••••• S••••• I• L•••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $545M as of Jul 2, 2024 | no Form D | Early deployment | |
| S••••••• S••••• I••• L•••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $60.9M as of Jul 2, 2024 | no Form D | Unknown | |
| S••••••• S••••• I••• F••••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $59.6M as of Jul 2, 2024 | no Form D | Early deployment | |
| S••••••• C•••••• A• I•• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $196M as of Jul 2, 2024 | no Form D | Unknown | |
| S••••••• C•••••• A• I•••• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $101M as of Jul 2, 2024 | no Form D | Unknown | |
| G•••• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $19.3M as of Jul 2, 2024 | no Form D | Early deployment | |
| O•• • S• S••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $20.1M as of Jul 2, 2024 | no Form D | Active deployment | |
| S••••••• C•••••• A• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $135M as of Jul 2, 2024 | no Form D | Mature | |
| S••••••• P•••••••• C•••••• I••••••••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $109M as of Jul 2, 2024 | no Form D | Active deployment | |
| S••••••• C•••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.0B as of Jul 2, 2024 | no Form D | Successor fundraising | |
| S••••••• C•••••• A• I••• L• ADV: Private Equity Fund | Fund of funds | 2018 first reported on Form ADV | $273M as of Jul 2, 2024 | no Form D | Successor fundraising | |
| S•••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $38.0M as of Jul 2, 2024 | no Form D | Mature | |
| S••••••• 2••• H•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 year in the fund name | $59,000 as of Jul 2, 2024 | no Form D | Harvest | |
| S••••••• C•••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $589M as of Jul 2, 2024 | no Form D | Mature | |
| S••••••• H•••••• C••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $356M as of Jul 2, 2024 | no Form D | Unknown | |
| S••••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $269M as of Jul 2, 2024 | no Form D | Mature | |
| S••••••• P•••••••• C•••••• I••••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $55.5M as of Jul 2, 2024 | no Form D | Harvest | |
| S••••••• H••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $17,000 as of Jun 29, 2021 | no Form D | Wound down | |
| S••••••• F••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $70.8M as of Jul 2, 2024 | no Form D | Harvest | |
| S••••••• F••••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | unknown | $44.9M as of Jul 2, 2024 | no Form D | Harvest | |
| C••• S•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $175,600 as of Jul 2, 2024 | no Form D | Harvest | |
| S•• P•••••••• C•••••• I••••••••• L•• C••••••••• S••••• I• ADV: Private Equity Fund | Co-investment vehicle | unknown | $25,000 as of Jul 2, 2024 | no Form D | Harvest | |
| S•• P•••••••• C•••••• I••••••••• L•• C••••••••• S••••• I• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Jul 2, 2024 | no Form D | Harvest |
Team
25 current, 1 former
Managing partner (6)
- E••• F•••• S••••••••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• F•••• S••••••••• · Managing Member · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• J•••••• Z•••• · Managing Partner & Managing Member · since Feb 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• J•••••• Z•••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• M••• R••••• · Co-Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• M••• R••••• · Managing Partner & Managing Member · since Feb 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- S•••• H••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• S•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- P•••••• B•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (6)
- B•••• E••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• D••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• N••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (7)
- A••• N••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• C•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• N•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• R•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• M•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- P••• R••• · Partner & Chair of the Executive Partner Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- B••• D••••••• · Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- J•••• K•••••• · Chief Compliance Officer And Chief Financial Officer · since Aug 1, 2015 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)
- A•••• a• D•••• · Chief Compliance Officer And Chief Financial Officer · Oct 1, 2008 to Aug 11, 2015 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
2 most recent
- Jul 7, 2026S••••••• C••••••• L••: Private Equity Funds on Form ADV 24 (2024 extract) -> 29 (roster 2026-09-01)
- Feb 14, 2012S••••••• C••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
S••••••• C••••••• 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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