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 / B••••••••• A•••• M••• P•••••• I••• C•••••• A•••••• •••••••• L••
B••••••••• A•••• M••• P•••••• I••• C•••••• A•••••• •••••••• L••
Private credit manager · probableLower middle marketNew York, NYb•••••••••.comSEC registered investment adviser
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- Lower middle marketdefined by: proxy: $0.38bn P•••••• Equity Fund GAV on the Form ADV filed 2024-05-09
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 9 distinct vehicles are sworn P•••••• Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 24, 2014 to May 9, 2024
- RAUM
- $799Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $378Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $378Mevery private fund type, latest filing
- 2024 PE fund GAV
- $378Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-05-09, latest gav Private Equity Fund $378M, latest counts Private Equity Fund 6, lifetime distinct Hedge Fund 3, Private Equity Fund 6
- Employees
- 1,175
- Headquarters
- New York, NY
- Office address
- BROOKFIELD PLACE, 250 VESEY STREET, 15TH FLOOR, New York, NY, 10281-1023
- Business phone
- 212-417-7000
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
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••••• S•• C•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $132M as of May 9, 2024 | no Form D | Unknown | |
| B••••••••• S•• C•••••••• •• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $73.6M as of May 9, 2024 | no Form D | Unknown | |
| B••••••••• S••• O••• F••• •• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $144M as of May 9, 2024 | no Form D | Mature | |
| B••••••••• S••• O••• F••• •• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $28.1M as of May 9, 2024 | no Form D | Harvest | |
| B••••••••• B••• C•••••• •• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $28,000 as of May 9, 2024 | no Form D | Harvest | |
| B••••••••• B• C•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $0 as of May 9, 2024 | no Form D | Harvest | |
| B••••••••• C••••• O••••••••• M••••• F•••• L••• ADV: Hedge Fund | Credit fund | 2015 first reported on Form ADV | $10.4M as of Mar 31, 2022 | no Form D | Wound down |
Team
7 current, 17 former
Managing partner (7)
- A••• R••••• · Managing Partner · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• M•••• · Managing Partner And Chief Executive Officer, P•••••• Equity · since Feb 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B•••• F•••• · Managing Partner And Chief Executive Officer Of B••••••••• C••••••••• · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• P•••••• · Managing Partner And Chief Operating Officer Of B••••••••• C••••••••• · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••••• G•••••• · Managing Partner, President And Chief Financial Officer Of B••••••••• C••••••••• · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• F••••••••• · Managing Partner And Chief Compliance Officer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• P•••••• · Managing Partner · since Feb 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
17 former (kept with end dates)
- A••••• R••••• · Managing Partner Of B••••••••• Asset Management Inc. · Mar 1, 2018 to Mar 31, 2021 Inference
- A••••• R••••• · Managing Partner, B••••••••• Asset Management Inc. · Mar 1, 2018 to Feb 28, 2019 Inference
- B•••• S••••• B••••••• · Director, President & Treasurer And Managing Partner Of B••••••••• Asset Management Inc. · Feb 1, 2014 to Mar 31, 2023 Inference
- B•••• D•••••• L••••• · Vice Chairman Of B••••••••• Asset Management Inc. · Feb 1, 2002 to Mar 31, 2021 Inference
- B•••• W•••••• K••••••• · Managing Partner And Chief Executive Officer · Jan 1, 2012 to Mar 31, 2023 Inference
- C•••• W•••••• A•••••••• N•••• · Managing Partner And Chief Executive Officer · Jul 1, 2019 to Mar 31, 2022 Inference
- D•••• L••••••• · Director And Managing Partner Of B••••••••• Asset Management Inc. · Apr 1, 2015 to Mar 31, 2023 Inference
- J•••• B•••• F•••• · Senior Managing Partner & Ceo Of B••••••••• Asset Management Inc. · Mar 1, 2002 to Mar 31, 2021 Inference
- J•••••• M•••• B•••••• · Vice Chairman Of B••••••••• Asset Management Inc. · Jan 1, 2003 to Mar 31, 2021 Inference
- J••• M••••• S••••••••• · Managing Partner · Jan 1, 2008 to Mar 31, 2023 Inference
- J••••• B•••• · Managing Partner And Chief Legal Officer · Jan 1, 2018 to Mar 31, 2023 Inference
- S••••• S••• · Managing Partner,Chief Investment Officer · Jan 1, 2014 to Mar 31, 2023 Inference
- W•••••• P••••• · Managing Partner And Chief Operating Officer · Jan 1, 2012 to Mar 31, 2023 Inference
- R••••• P•••• · Director And Managing Director Of B••••••••• Asset Management Inc. · Apr 1, 2015 to Mar 31, 2021 Inference
- A•••••• B••••• · Chief Operating Officer And Managing Director Of B••••••••• Asset Management Inc. · Jun 1, 2014 to Mar 31, 2021 Inference
- B•••• M•••••• F•• · Director · Feb 1, 2014 to Mar 30, 2016 Inference
- D•••• J••••• S•••••• · Director · Feb 1, 2014 to May 1, 2014 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
1 relationships
Placement agents (1)
- B••••••••• P•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2016
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
- Mar 30, 2026Pinegrove Opportunity Partners, LLC: P•••••• Equity Funds on Form ADV 6 (2024 extract) -> 4 (roster 2026-09-01)
- Mar 24, 2014B••••••••• A•••• M••• P•••••• I••• C•••••• A•••••• •••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B••••••••• A•••• M••• P•••••• I••• C•••••• 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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