DFX Intelligence
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P• S••••••••• A•••• M••••••••• L•
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $532M
- PE fund assets
- Not established
- PE funds
- 1
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors technologyGeography Global
- Graphs 3
- RAUM $532M
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 4 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 10
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 4 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 10
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 31, 2026
- RAUM
- $532Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $406Mevery private fund type, latest filing
- 2024 PE fund GAV
- $0sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 29%
- Fund type mix
- filed 2024-08-28, latest gav Hedge Fund $968M, Private Equity Fund 0, latest counts Hedge Fund 4, Private Equity Fund 1, lifetime distinct Hedge Fund 10, Private Equity Fund 4
- Employees
- 26
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- technology
- Geography
- Global
- 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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••• I••••••••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $0 as of Aug 28, 2024 | no Form D | Unknown | |
| P••• I••••••••• H••••••• L• • S••••• B• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $4.0M as of Mar 30, 2020 | no Form D | Wound down | |
| P••• E••••••• I••••••••• I• L•• • S••••• B• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $85,203 as of Mar 30, 2020 | no Form D | Wound down | |
| P••• I••••••••• H••••••• L• • S••••• a• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $200,901 as of Nov 29, 2019 | no Form D | Wound down |
Team
11 current, 11 former
Managing partner (7)
- C••••••• S••••••••• G•••••••• · Co-Managing Member, Managing Partner, Head of M•••eting and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• S••••••••• G•••••••• · Co-Managing Member And Managing Partner · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••••• M•••• P•• · Managing Partner · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• M••• F••••••• · Managing Partner · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• M••• F••••••• · Managing Partner, Deputy Chief Investment Officer, Co-Portfolio Manager, Credit · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M•••••• S••••••••• · Co-Managing Member And Managing Partner · since Jan 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• M•••••• S••••••••• · Founder, Managing Member, CEO and CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- P••••• E••••••• B•••• · Portfolio Manager · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- A•••• N•• L••••• · Chief Financial Officer · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• N•• L••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M•••••• V••••••• · Director Of Operations, Limited Partner · since Jun 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
11 former (kept with end dates)
- D•••••• M••• P••••• · Portfolio Manager (Of P• S••••••••• A•••• M••••••••• L•) · Jan 1, 2002 to Mar 31, 2015 Inference
- J•••• M••••• M••••• · Portfolio Manager (Of P• S••••••••• A•••• M••••••••• L•) · Apr 1, 2009 to Nov 16, 2016 Inference
- J••••• H••••• S•••••• · Portfolio Manager · Jan 1, 2021 to Mar 28, 2024 Inference
- O••• N•• S•••• · Portfolio Manager (Of P• S••••••••• A•••• M••••••••• Llp) · Apr 1, 2011 to Mar 29, 2018 Inference
- R•••• R•••• G••••• · Limited Partner (Of P• S••••••••• A•••• M••••••••• L•) · Jun 1, 1996 to Mar 28, 2019 Inference
- R•••••• A•••••• B•••••• · Portfolio Manager (Of P• S••••••••• A•••• M••••••••• L•) · Jul 1, 2010 to Mar 31, 2021 Inference
- R•••••• R• C••••••••• · Portfolio Manager · Jan 1, 2021 to Mar 29, 2023 Inference
- R••• J•• W•••• · Portfolio Manager (Of P• S••••••••• A•••• M••••••••• L•) · Oct 1, 2008 to Mar 30, 2020 Inference
- A••• T•• M••• C••• · Chief Compliance Officer · Mar 1, 2018 to Aug 13, 2024 Inference
- M••••• A•••• M••••••• · General Counsel & Chief Compliance Officer (Of P• S••••••••• A•••• M••••••••• L•) · Nov 1, 2010 to Jul 1, 2013 Inference
- V••••••••• S•••• S••••• · Chief Compliance Officer & General Counsel · Sep 1, 2013 to Feb 29, 2016 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
- Mar 30, 2012••• Locked
Across the graphs
P• S••••••••• A•••• M••••••••• 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.
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