DFX Intelligence
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P••• L••••••••• S•••
Hybrid managerClassification probableUpper middle marketSEC registered investment adviser· L•••••••••
Hybrid manager, based in L•••••••••.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $19B
- PE fund assets
- $11B
- PE funds
- 3
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. Last change: 27 Mar 2026, Private equity funds on its Form ADV went from 2 to 3 (+1).
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 2 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 3 of 16 distinct vehicles; hedge, securitized or liquidity vehicles 10
- Size band
- Upper middle marketdefined by: proxy: $11.39bn Private Equity Fund GAV on the Form ADV filed 2026-03-27
Classification history (2)
- Sep 23, 2026Hybrid manager (probable, 65%)Private Equity Funds are 3 of 16 distinct vehicles; hedge, securitized or liquidity vehicles 10
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 2 of 12 distinct vehicles; hedge, securitized or liquidity vehicles 6
Regulatory footprint (Form ADV)RAUM $19B · 3 PE funds · filed Mar 27, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Dec 7, 2015 to Mar 27, 2026
- RAUM
- $19Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $11Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $21Bevery private fund type, latest filing
- 2024 PE fund GAV
- $9.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 19%
- Fund type mix
- Private equity fund: 3 funds, $11B reported gross assets
- Hedge fund: 7 funds, $6.9B reported gross assets, 10 ever reported
- Real estate fund: 2 funds, $2.4B reported gross assets, 3 ever reported
- Employees
- 32
- Headquarters
- L•••••••••, L•••••••••
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
2 families, 3 vehicles on record, 2 more on the reporting tape
m•• O••••••••• S•••••••• P•••••• V• F••••• S••• · 2 vehicles · vintage 2024no GAV reported
- m•• O••••••••• S•••••••• P•••••• V• •••• F••••• S••• Secondaries fund · 2025
- m•• O••••••••• S•••••••• P•••••• V• F••••• S••• Secondaries fund
Co-investment vehicles · 1 vehicle$9.7B
- M••••••• P•••••• E••••• S••••• C•••••••• I• S••• Co-investment vehicle$9.7B
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| m•• O••••••••• S•••••••• P•••••• V• •••• F••••• S••• | Secondaries fund | 2025 Form D first sale | unknown | no reporting | $10.0M | Fundraising |
| M••••••• P•••••• E••••• S••••• C•••••••• I• S••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $9.7B as of Mar 27, 2026 | no Form D | Unknown | |
| m•• O••••••••• S•••••••• P•••••• V• F••••• S••• | Secondaries fund | unknown | unknown | no reporting | $0 | Unknown |
Gross assets by year from the annual reporting tape2 more funds, not yet on the fund tableShowHide
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| M•• O••••••••• S•••••••• P•••••• V• S••• | Private Equity Fund | 2026 to 2026 | $955M filed Mar 27, 2026 | reports.adviserinfo.sec.gov | |
| M•• O••••••••• S•••••••• P•••••• V• •••• S••• | Private Equity Fund | 2026 to 2026 | $735M filed Mar 27, 2026 | reports.adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
10 current, 6 former
- President And Chief Executive Officer, P••• Private Alternatives · since Oct 1, 2023
- Co-Chief Executive Officer & Global Chief Investment Officer, P••• Real Estate · since Oct 1, 2023
- Co-Chief Executive Officer And Global Chief Operating Officer, P••• Real Estate · since Oct 1, 2023
- Head Of Fund Controlling L•••••••••, Director · since Sep 1, 2023
- Director · since Sep 1, 2012
Full team · 10 peoplegrouped by role, with sources
Managing partner (3)
- E••• B•••••• C••••••••• · President And Chief Executive Officer, P••• Private Alternatives · since Oct 1, 2023 Form ADV
- R••••••• A•••••• · Co-Chief Executive Officer & Global Chief Investment Officer, P••• Real Estate · since Oct 1, 2023 Form ADV
- C•••••••• M••••• · Co-Chief Executive Officer And Global Chief Operating Officer, P••• Real Estate · since Oct 1, 2023 Form ADV
Principal (3)
- P••••••••• L••••••• · Head Of Fund Controlling L•••••••••, Director · since Sep 1, 2023 Form ADV
- M••••• M••••• · Director · since Sep 1, 2012 Form ADV
- R••••••• M•••••• S•••••• · Director · since Jan 1, 2013 Form ADV
Platform (4)
- A••••• B••••••••• C•••• · Emea Chief Compliance Officer · since Sep 1, 2017 Form ADV
- A••••• E••••• · Vice President, Chief Counsel Europe And Asia Pacific · since Aug 1, 2020 Form ADV
- A•••••• C•••• · Vice President, Chief Compliance Officer, P••• Real Estate · since Mar 1, 2024 Form ADV
- R••••• A••••• Q•••• · Vice President, Head Of Fund Operations, Director · since Oct 1, 2019 Form ADV
6 former (kept with end dates)
- C••••••••• J••• P••••• · Chief Compliance Officer · Nov 1, 2015 to Sep 28, 2017 Inference
- E••••• B••••• · Head Of Legal, Corporate & Administration, Director · Apr 1, 2015 to Dec 19, 2023 Inference
- M•••••• S••••• V•••• · Vice President, Chief Compliance Officer, P••• Real Estate · Mar 1, 2022 to Mar 28, 2024 Inference
- N•••••• G••••• S•••• E•••• · Vice President, Head Of Corporate & Fund Accounting · Nov 1, 2016 to Jan 9, 2019 Inference
- P••••• M••••• B•••••• · Global Head Of Business And Investment Operations, Director · Jan 1, 2018 to Dec 19, 2023 Inference
- M••••• R••••• S•••• · Executive Director, Portfolio Manager · Jun 1, 2018 to Dec 9, 2020 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
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
Across the graphs
P••• L••••••••• S••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.