DFX Intelligence
Private Equity Intelligence
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Firms / F•••••••• T•••• I••••••••• L••
F•••••••• T•••• I••••••••• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
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 and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 17, 2011 to Dec 23, 2024
- RAUM
- $6.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $676Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 8%
- Fund type mix
- filed 2024-12-23, latest gav Hedge Fund $31.2M, Other Private Fund $645M, latest counts Hedge Fund 1, Other Private Fund 6, lifetime distinct Hedge Fund 4, Other Private Fund 7, Private Equity Fund 1
- Employees
- 50
- Headquarters
- Lincoln, MA
- Office address
- 55 OLD BEDFORD RD, SUITE 302, Lincoln, MA, 01773
- Business phone
- 781-274-9300
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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• S••••• P•••••• I••••••••• F••• L•• ADV: Other P•••••• Fund | Fund of funds | 2015 first reported on Form ADV | $190M as of Dec 23, 2024 | no Form D | Mature | |
| A••••• C•• V•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $2.2M as of Sep 20, 2017 | no Form D | Wound down | |
| F•••••• S••••• P••••••• ADV: Other P•••••• Fund | Fund of funds | 2015 first reported on Form ADV | $21,668 as of Dec 23, 2024 | no Form D | Harvest |
Team
4 current, 22 former
Partner (3)
- A•• C•••••••• S•••••• · Managing Director · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• M•••• T•••• · Regional Managing Director · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••••• M••••••• H••••••••• · Managing Director · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- R•••••• E•••• G•••••• · Chief Compliance Officer · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
22 former (kept with end dates)
- D•••• S•••••• L•••• · Managing Partner, Deputy Chief Investment Officer · Jul 1, 2015 to Mar 30, 2018 Inference
- D•••••• C••• G••• · Managing Member · Mar 1, 2015 to Mar 9, 2020 Inference
- L•••••• S•••• C••••• · Vice Chair · Mar 1, 2020 to Sep 28, 2023 Inference
- P••••• A••• C••••• · Managing Member · Apr 1, 2013 to Mar 30, 2018 Inference
- S•••••• R••••• K••• · Managing Member · Dec 1, 2007 to Mar 9, 2020 Inference
- W•••••• F• M••••••• · Managing Partner · Nov 1, 2016 to Mar 9, 2020 Inference
- A••• M•••••• P••• · Managing Director · Feb 1, 2017 to Dec 22, 2022 Inference
- B••••••• B• B•••••• · Managing Director · Feb 1, 2018 to Dec 22, 2023 Inference
- D•••••• M•••••• C•••• · Managing Director · Apr 1, 2017 to Dec 22, 2023 Inference
- E•••• R••••• R••••••• · Managing Director · Feb 1, 2017 to Dec 22, 2023 Inference
- J••• T•••• · Managing Director · Feb 1, 2015 to Dec 22, 2023 Inference
- K•••••••• D•••• B•••• · Managing Director · Mar 1, 2020 to Dec 22, 2023 Inference
- P••••• A••• C••••• · Member · Apr 1, 2013 to Mar 9, 2020 Inference
- P••••• A••• C••••• · Owner · Apr 1, 2013 to Mar 6, 2015 Inference
- T••• A••• B••••••• · Managing Director · Apr 1, 2017 to Mar 9, 2020 Inference
- T•••• P•••• R••••• · Managing Director · Feb 1, 2017 to Dec 22, 2023 Inference
- Z••• T•• N••••• · Managing Director · Jan 1, 2013 to Sep 2, 2015 Inference
- A•• C•••••••• B•••••• · Chief Compliance Officer & Vice President · Apr 1, 2004 to Mar 6, 2015 Inference
- B••• L••••• · Counsel & Chief Compliance Officer · Mar 1, 2020 to Dec 10, 2021 Inference
- D••• K•••• O•••••• · General Counsel, Chief Compliance Officer · Jul 1, 2015 to Apr 29, 2019 Inference
- M•••••• A•• M••••••• · Chief Operating Officer, Managing Director · Jul 1, 2015 to Mar 29, 2019 Inference
- L•••••• L••••••• L•••• · Executive Vice President · Mar 1, 2020 to Dec 22, 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
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 17, 2011F•••••••• T•••• I••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
F•••••••• T•••• I••••••••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA and Wealth1Real Estate Funds1
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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