DFX Intelligence

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P••••••• O••••••••• L•

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· San Francisco, CA

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $12B
PE fund assets: $7.9B
PE funds: 7
Investments held: 38 of 38

Find similar buyers Funds and vehicles

Team (19)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

What matters now

+3
funds on Form ADV
Private equity funds on its Form ADV went from 4 to 7 (+3).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 7 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $7.91bn Private Equity Fund GAV on the Form ADV filed 2026-06-05

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%)
7 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Buyout firm (confirmed, 85%)
4 of 5 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)RAUM $12B · 7 PE funds · filed Jun 5, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Oct 29, 2018 to Jun 5, 2026
RAUM: $12Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 7
PE fund GAV, latest filing: $7.9Breported gross assets (Form ADV), not fund size
All private fund GAV: $15Bevery private fund type, latest filing
2024 PE fund GAV: $7.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 88%
Fund type mix: Private equity fund: 7 funds, $7.9B reported gross assets
Hedge fund: 1 fund, $6.8B reported gross assets
Form ADV filed Jun 5, 2026
Employees: 59
Headquarters: San Francisco, CA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour2 of 8 criteria stated · 38 observed dealsShow

Stated by the firm

Sectors: Technology
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

On record: 38 companies, 38 holdings
Most deals: Software (7 of 38, e.g. Optimism and Uniswap), financial services (6 of 38), industrial manufacturing (2 of 38) and 3 more
Subsectors: Software (7 of 38), financial services (6 of 38), fabricated metal products (1 of 38), miscellaneous manufacturing (1 of 38) and 3 more
Deal roles: 38 with role not stated
Control: 38 not stated
Where: Ny (1 of 38)

38 companies on the graph (0 transactions); most in software (7); no dated observations

Funds

3 families, 7 vehicles on record

P••••••• T•• L• · 3 vehicles · vintage 2024$2.6B
- P••••••• T•• L• buyout or unlabelled$1.8B
- P••••••• T•• ••• F••••• L• Feeder or parallel$769M
- P••••••• T•• ••••••• F••••• L• Feeder or parallel$98.4M
P••••••• O•• L• · 3 vehicles · vintage 2021$5.3B
- P••••••• O•• L• buyout or unlabelled · 2021$3.2B
- P••••••• O•• ••• F••••• L• Feeder or parallel · 2021$1.4B
- P••••••• O•• ••••••• F••••• L• Feeder or parallel · 2021$612M
P••••••• G•••• F•••••••• L• · 1 vehicle · vintage 2021$408,131
- P••••••• G•••• F•••••••• L• buyout or unlabelled · 2021$408,131

View all 7 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
P••••••• O•• L• ADV: Private Equity Fund	buyout or unlabelled	2021 Form D first sale	$3.2B as of Jun 5, 2026	$839M	Active deployment
P••••••• O•• ••• F••••• L• ADV: Private Equity Fund	Feeder or parallel	2021 Form D first sale	$1.4B as of Jun 5, 2026	$1.1B	Active deployment
P••••••• O•• ••••••• F••••• L• ADV: Private Equity Fund	Feeder or parallel	2021 Form D first sale	$612M as of Jun 5, 2026	$499M	Active deployment
P••••••• G•••• F•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 Form D first sale	$408,131 as of Jun 5, 2026	$83.3M	Harvest
P••••••• T•• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.8B as of Jun 5, 2026	$0	Unknown
P••••••• T•• ••• F••••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$769M as of Jun 5, 2026	$0	Unknown
P••••••• T•• ••••••• F••••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$98.4M as of Jun 5, 2026	$0	Unknown

Team

19 current, 4 former

M•••••• K•••••• H••••
Managing Member · since Aug 1, 2018
A••• G•••••
A••• G••••• VP of Government Affairs
V••• M••••••
V••• M•••••• VP, Brand & Design
A•••• S••••••••• P••••••
Chief Operating Officer And Managing Partner And Interim Chief Financial Officer · since Sep 1, 2023
L•••••• S•••••
L•••••• S••••• Investor Relations Lead

Full team · 19 peoplegrouped by role, with sources

Managing partner (2)

M•••••• K•••••• H•••• · Managing Member · since Aug 1, 2018 Form ADV
A•••• S••••••••• P•••••• · Chief Operating Officer And Managing Partner And Interim Chief Financial Officer · since Sep 1, 2023 Form ADV

Vice president (2)

A••• G••••• · A••• G••••• VP of Government Affairs · start date unknown Firm website
V••• M•••••• · V••• M•••••• VP, Brand & Design · start date unknown Firm website

Investor relations (2)

L•••••• S••••• · L•••••• S••••• Investor Relations Lead · start date unknown Firm website
P•• T••••• · P•• T••••• Head of Investor Relations · start date unknown Firm website

Board or advisory (1)

F•••••••• E••••• E••••• · Trustee · since Sep 1, 2014 Form ADV

Platform (10)

A••• P•••••• · A••• P•••••• Chief Compliance Officer · start date unknown Firm website
A•••••••• P••••••••• · Chief Compliance Officer · since Dec 1, 2022 Form ADV
B•• H•••••• · B•• H•••••• Deputy General Counsel · start date unknown Firm website
C•••• K••••••• · C•••• K••••••• Head of Communications · start date unknown Firm website
D•• M••••••• · D•• M••••••• Head of Talent · start date unknown Firm website
D•••• S•••• · D•••• S•••• Chief Marketing Officer · start date unknown Firm website
J••••• Q••••• · J••••• Q••••• Chief Financial Officer · start date unknown Firm website
K•••• B•••• · K•••• B•••• Chief Operating Officer · start date unknown Firm website
K•••••• B•••• · Chief Legal Officer · since Jun 1, 2022 Form ADV
S••••• S•••••• · S••••• S•••••• Senior Regulatory Counsel · start date unknown Firm website

Other (2)

J•••• F•••••••• M•••••• · J•••• F•••••••• M•••••• Head of Events · start date unknown Firm website
R••• S••••••••• · R••• S••••••••• Head of Trading · start date unknown Firm website

4 former (kept with end dates)

C•••••• S••••••• N•••• · Non-Manging Member / Limited Partner · Aug 1, 2018 to Mar 28, 2019 Inference
G•• P•••• C••••••••• · General Counsel And Chief Compliance Officer · Sep 1, 2020 to Jun 11, 2021 Inference
N••••• T•••• A•••• · Chief Financial Officer · Nov 1, 2021 to Sep 29, 2023 Inference
R•••• J••••••••• · General Counsel · May 1, 2021 to Sep 29, 2023 Inference

Deals

38 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	C•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	A•••••••• A• c•••••• m•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	K••••• P••••••••• m••••• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	Z••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S••••••••• R•••• m•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference

All 38 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	C•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	A•••••••• A• c•••••• m•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	K••••• P••••••••• m••••• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	Z••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S••••••••• R•••• m•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	N••• R•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	A••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	U•••••• D••••••••• c••••• e••••••• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	P••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	T••• A••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	H••••••••• ••••• F•••••••• t•••••• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	T••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	T•••• B••••••••• f•• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C••••••• C••••• e••••••• a•• o•••••• p•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	O•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	Z•••••• A••••••••• d•••• d••••••• i•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S••••• I••••••• p••••••• i•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	K••••• I•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	U••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	H•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	F••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••••• S••••••••• G••••• m••••• m••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	N••• R••••••• D••••••••• A• t•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	T••• A•••••• O•••••• s•••• d••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	A•••••• F••••••••• n•••••• m•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••••• S•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	A•••••• C••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	H•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	W•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	O•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S•• M••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference

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 LPs, 0 disclosed commitments

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

Jun 5, 2026
••• Locked
PE fund count changedFactForm ADV
Oct 29, 2018
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority62 · elevated: Scale band: upper middle market
Completeness gap: 4 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite5 · low: Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness67 · elevated: Fields present: website, description, funds and 5 more
Not yet on record: transactions, lenders, intermediaries, lps
Fund deployment activity70 · elevated: Funds deploying: 3 items (deployment state is read from the fund's reported gross asset path through 2024)

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)
Venture Capital Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 42
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

P••••••• O••••••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.

Venture Capital1Independent 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.

Checking your plan…

Not yet on record: deals, last 12 months.