DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / A•••••••• F•••••••• G•••• L••
A•••••••• F•••••••• G•••• L••
Hybrid manager · probableLower middle marketPittsburgh, PAa•••••••••.comSEC registered investment adviser
COMPREHENSIVE FINANCIAL PLANNING Invest In Your Peace Of MindSM Trusted financial planning to protect your wealth, help you retire with confidence, and leave a legacy. Partner with an A•••••••• Financial Group Certified Financial Planner® practitioner and start your financial journey today. Get Started Watch Video WELCOME TO AFG Your Trusted Partner in Financial Planning and […]
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 3 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 6
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-10-04
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 3 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 6
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Oct 4, 2024
- RAUM
- $4.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $5.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $204Mevery private fund type, latest filing
- 2024 PE fund GAV
- $5.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 30%
- Fund type mix
- filed 2024-10-04, latest gav Hedge Fund $197M, Real Estate Fund $2.1M, Private Equity Fund $5.4M, latest counts Hedge Fund 6, Real Estate Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 6, Real Estate Fund 1, Private Equity Fund 3
- Employees
- 101
- Headquarters
- Pittsburgh, PA
- Office address
- STONE QUARRY CROSSING, 811 CAMP HORNE ROAD, SUITE 100, Pittsburgh, PA, 15237
- Business phone
- 412-367-3880
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
- Headquartered north of Pittsburgh, we specialize in helping clients navigate complex financial decisions with personalized strategies for:
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 |
|---|---|---|---|---|---|---|
| A••••••••• I• L•• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $3.1M | Fundraising |
| A•••••• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $0 as of Oct 4, 2024 | $5.5M | Unknown | |
| A•••••• I• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.0M as of Oct 4, 2024 | no Form D | Early deployment | |
| A•••••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.4M as of Oct 4, 2024 | no Form D | Unknown |
Team
10 current, 7 former
Managing partner (1)
- B•••••• J•••• H••••• · Director/President · since Feb 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (8)
- D•••• B•••• H••• · Director · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M•••••• J•••• · Director · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• S•••• S•••••••• · Director · since Feb 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• a• K••• · Director · since Feb 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• A••••• M•••••• · Director · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A•••••• M••••••••• · Director · since Nov 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• S••••• B••• · Director · since Nov 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•• S••••• H•••• · Director · since Mar 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
7 former (kept with end dates)
- A•••• A••• T••• · Chief Compliance Officer · Mar 1, 2006 to Oct 3, 2012 Inference
- D•••••• A•• T•••• · Director · Feb 1, 2007 to Apr 1, 2013 Inference
- J•••• D••••• H••••• · Director · Nov 1, 1976 to Mar 29, 2018 Inference
- J•••• J••••• B••••• · Director · Nov 1, 1976 to Mar 31, 2023 Inference
- K••• G• S•••••• · Director · Jul 1, 1997 to Jan 3, 2017 Inference
- R•••••• L•••• S•••••••• · Director · Feb 1, 2007 to Mar 31, 2023 Inference
- S•••••• F•••••• K•••••••• · Director · Jul 1, 2013 to Apr 16, 2024 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
2 most recent
- Aug 24, 2026A•••••••• Financial Group: Private Equity Funds on Form ADV 3 (2024 extract) -> 6 (roster 2026-09-01)
- Mar 29, 2012A•••••••• F•••••••• G•••• L•• first filed Form ADV in the extract (IA)
Across the graphs
A•••••••• F•••••••• G•••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA 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…