DFX Intelligence
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M••••••••• A•••• M••••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Greenwich, CTm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.9B
- PE fund assets
- $2.4B
- PE funds
- 14
- 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
- Latest Form D Sep 3, 2026
- Graphs 2
- Placement agents 4
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 14 of 17 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.42bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%, cls-pe-2)R6: 14 of 17 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 11 of 14 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 30, 2026
- RAUM
- $2.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $2.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 82%
- Fund type mix
- filed 2026-03-30, latest gav Hedge Fund $509M, Private Equity Fund $2.4B, latest counts Hedge Fund 1, Private Equity Fund 14, lifetime distinct Hedge Fund 3, Private Equity Fund 14
- Employees
- 26
- Headquarters
- Greenwich, CT
- 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
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••••• P••••••• I•• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $189M as of Mar 30, 2026 | $214M | Unknown | |
| M••••••••• P••••••• O••••••• F••• I••• L••• | Feeder or parallel | 2024 Form D first sale | unknown | no reporting | $1.5M | Fundraising |
| M••••••••• P••••••• I• O••••••• M••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $57.5M as of Mar 30, 2026 | $18.0M | Unknown | |
| M••••••••• P••••••• I• O••••••• M••••• F•••• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $33.4M | Unknown |
| M••••••••• P••••••• I• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $541M as of Mar 30, 2026 | $313M | Mature | |
| M••••••••• P••••••• I• M••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• P••••••• O••••••• F••• I•• L••• | Feeder or parallel | 2021 Form D first sale | unknown | no reporting | $92.3M | Unknown |
| M••••••••• P••••••• O••••••• F••• I• A••• L••• | Feeder or parallel | 2021 Form D first sale | unknown | no reporting | $7.9M | Unknown |
| M••••••••• C••••••••• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $291M as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• T••••••• I•• M••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $150M as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• T••••••• I•• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $119M as of Mar 30, 2026 | no Form D | Harvest | |
| M••••••••• S•••••••• O••••••••• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $426M as of Mar 30, 2026 | no Form D | Mature | |
| M••••••••• P••••••• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $269M as of Mar 30, 2026 | no Form D | Mature | |
| M••••••••• T••••••• M••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $90.7M as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• T••••••• M••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $31.4M as of Mar 30, 2026 | no Form D | Harvest | |
| M••••••••• P••••••• M••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $22.8M as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• P••••••• I•• O••••••• M••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $227M as of Mar 30, 2026 | $0 | Unknown | |
| M••••••••• P••••••• I•• M••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 30, 2026 | no Form D | Unknown | |
| M••••••••• P••••••• I•• O••••••• O••••••• F•••• L••• | Feeder or parallel | unknown | unknown | no reporting | $0 | Unknown |
Team
7 current, 2 former
Managing partner (4)
- A••••• S•••• M•••••• · Managing Partner · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• S•••• M•••••• · Managing Partner & Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• M•••••• A•••••• · Managing Partner · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• M•••••• A•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- A••• J••••• H•••••• · Chief Operating Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• K•••••••• W••••• · General Counsel & Chief Compliance Officer · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• A••• K•••••• · Chief Financial Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- H•••• S•••••• M••••• · Chairman · Jul 1, 2008 to Mar 31, 2021 Inference
- M••• E•••••• Z••••• · Chief Financial Officer · Oct 1, 2008 to Mar 31, 2023 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
4 relationships
Placement agents (4)
- S•••••• G••••• S••••••••• L•• 2 shared · recurring · last Sep 3, 2026
- H••••• W••••••• 2 shared · recurring · last Sep 3, 2026
- C•••• C•••••• L•• 2 shared · recurring · last Sep 3, 2026
- A••••••• C•••••• G••••• L•• 2 shared · recurring · last Sep 3, 2025
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, 2026••• Locked
- Feb 13, 2012••• Locked
Across the graphs
M••••••••• A•••• M••••••••• 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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