Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••••• A•••• M••••••••• L••
C•••••••• Asset Management provides private credit and private equity solutions for PE-backed middle market companies across the full capital structure.
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Upper middle marketdefined by: proxy: $11.40bn Private Equity Fund GAV on the Form ADV filed 2024-11-29
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Buyout firm (probable, 80%, cls-pe-1)own website statement“Prior to joining C•••••••• in 2023, M••• spent two years as the D•••••or of P•••••• Equity I••••••• Relations at Black Diamond Capital Management.”c•••••••••.com
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 9 of 16 private equity vehicles are named credit
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 10, 2015 to Nov 29, 2024
- RAUM
- $42Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 29
- PE fund GAV, latest filing
- $11Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $18Bevery private fund type, latest filing
- 2024 PE fund GAV
- $11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 64%
- Fund type mix
- filed 2024-11-29, latest gav Hedge Fund $2.3B, Private Equity Fund $11B, Securitized Asset Fund $3.8B, latest counts Hedge Fund 6, Private Equity Fund 29, Securitized Asset Fund 10, lifetime distinct Hedge Fund 6, Private Equity Fund 29, Securitized Asset Fund 10
- Employees
- 167
- Headquarters
- New York, NY
- Office address
- 375 PARK AVENUE, New York, NY, 10152
- Business phone
- 212-478-9200
- Sectors
- infrastructure, education, financial services, healthcare, consumer, energy, industrials, business services, technology, media telecom, food beverage, aerospace defense, distribution, building products, agriculture, real estate, manufacturing, hospitality leisure
- Geography
- United States, Europe, Global, North America, Canada
- Revenue
- not stated or not yet read
- EBITDA
- $10.0M to $100M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- We focus on issuers with strong market positions, differentiated value propositions and sustainable competitive advantages.
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• J••••• C•••••• O••••••••• F••• • V•••••• a• S•••• S••••••••• • F••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $598M as of Nov 29, 2024 | no Form D | Unknown | |
| C••••• D••••• L•••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $401M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M••••• M••••• S••••• L••• F••• V• • U••••••••• L• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $180M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• A•••• G• S••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $75.0M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• J••••• C•••••• O••••••••• F••• • V•••••• C• L••• • F••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $18.8M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• J••••• C•••••• O••••••••• F••• • V•••••• B• S•••• S••••••••• • F••• I•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3.8M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M••••• M••••• S••••• L••• F••• • M••••• F••• S•••• S••••••••• • F••• I• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $2.1B as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• S•••••••• P•••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $872M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M••••• M••••• S••••• L••• F••• • M••••• F••• S•••• S••••••••• • F••• V• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $811M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• J••••• C•••••• O••••••••• F••• I• M••••• S••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $749M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• M••••• M••••• S••••• L••• F••• I• • M••••• F••• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $675M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M••••• M••••• S••••• L••• F••• • C•••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $621M as of Nov 29, 2024 | no Form D | Early deployment | |
| N•• I•••••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $586M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• C••••••••• P••••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $515M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• M••••• M••••• S••••• L••• F••• I• • E••••••• C•••••••• F•••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $402M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M••••• M••••• S••••• L••• F••• I• • E••••••• F•••• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $380M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• C•• I• A••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $344M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•• I••••••• F••• S••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $315M as of Nov 29, 2024 | no Form D | Early deployment | |
| N••••• J••••• C•••••• O••••••••• F••• S••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $312M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• C•• I• A••••••••• •••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $304M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• S••••• M•• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $201M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• M•• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $193M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• C•••••• H•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $174M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•• I••••••• A••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $172M as of Nov 29, 2024 | no Form D | Unknown | |
| C•••••••• C••••••••• H•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $140M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• M••••• M••••• S••••• L••• F••• I• • K• ••••••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $51.6M as of Nov 29, 2024 | no Form D | Unknown | |
| T•••••••• A•••• M••••••••• D••••••••• O••••••••• F••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $46.9M as of Nov 29, 2024 | no Form D | Unknown | |
| J••• I• F• A••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $44.4M as of Nov 29, 2024 | no Form D | Early deployment | |
| C•••••••• M••••• M••••• S••••• L••• F••• •••• S••••• 2•••• L• ADV: P•••••• Equity Fund | Credit fund | 2022 year in the fund name | $156M as of Nov 29, 2024 | no Form D | Unknown |
- K•••••• J••• K••••• · Elected Manager And Chief Executive Officer · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• J••• K••••• · President & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• S•••••••• · Vice Chairman, Chief Investment Strategist & Interim Head of Wealth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• T• H•••••• · Chief Executive Officer, N••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• T•••••••• G•••••• · Managing D•••••or, S••••• Investment Strategist & Co-Head of Chicago Office · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• C•••• · Managing D•••••or, Head of Workout · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• G••••• · Managing D•••••or, Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• A•••••••• · Managing D•••••or, S••••• Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• F••••• · S••••• Managing D•••••or, Head of Product & Strategic Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• B••••• C•• · S••••• Managing D•••••or & Chief Risk Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••••• · Managing D•••••or, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• W••••••••• · Managing D•••••or, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• L•••• · Managing D•••••or, Head of Client Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• M••• · S••••• Managing D•••••or, S••••• Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W•••• · Managing D•••••or, Head of Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• L•• · Managing D•••••or, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• Z••••• · Managing D•••••or, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••••• E••••••••• · Managing D•••••or, S••••• Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• · S••••• Managing D•••••or, S••••• Portfolio Manager, Head of CLO Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• S••••• · Managing D•••••or, S••••• Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• F••••• C•• · Managing D•••••or, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••••••• · Managing D•••••or, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C••••••• C••• C•• · Managing D•••••or, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••• · S••••• Managing D•••••or, Head of Institutional & Head of I••••••• S•••••••• Group · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• W••••••••• · Managing D•••••or, Head of Responsible Investing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• L••••• · Managing D•••••or, Head of Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• C•••••• · Managing D•••••or, Head of Capital S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• R••••• C•• · Managing D•••••or, Consultant Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• R•••••• · Managing D•••••or, Capital S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• S••••••••• · Managing D•••••or, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• K•••••• C•• · Principal, Workout · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• T•••••• · Principal, Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• C•••••• · Principal, Head of Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• J•••• · Principal, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••••• · D•••••or of Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• Q••••• · Principal, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• W•••••••• · Principal, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• C••••••••• · Principal, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• I••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• M•••••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• F••••••••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• C•••••••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• T••••• · Principal, Head of Portfolio Analytics & Allocation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• R•••••• · Principal, Head of Research & Investment Insights · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• K•••• · Principal, Valuation Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• R••••••• · Principal, Product & Strategic Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S•••• · Principal, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• F•••• · Vice President, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• C••• · Vice President, Valuation Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• C••• · Vice President, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• D••••••• C•• · Vice President, Workout · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• K•••• · S••••• Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• R••••• · Vice President, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• N• · Vice President, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• P••• · S••••• Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• W•••• · S••••• Associate, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M••••• · Vice President, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D••••••• · S••••• Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• G•• · Vice President, Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• O•••••• · Vice President, Workout · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• A••••••• · Vice President, Strategy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• I•• · S••••• Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• L•••••• · Vice President, Valuation Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• H••• · S••••• Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M•••••••• · S••••• Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• W••••• · Vice President, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• V•••••••• · Vice President, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• K•••••• C•• · Vice President, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B•••••••• C•• · S••••• Associate, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• K•••• · S••••• Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• Y•• · S••••• Associate, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••••••• · Vice President, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• O••••••••• · S••••• Associate, Valuation Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J•••• · S••••• Associate, Portfolio Analytics & Allocation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T•••••• C•• · S••••• Associate, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• B•••• · Vice President, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• D••••••• · S••••• Associate, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• A•••••••• C••• C•• · Vice President, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• G••••••••• · Vice President, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• C•••• · S••••• Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S••••••••• C•• · Vice President, Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• B••••• · Vice President, Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• A••••••• · Vice President, Management Company · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• P••• · Vice President, Secondaries · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M••••••••• · Associate, Valuation Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• D•••••••• · Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• G••••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• G••••••• · Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A••••••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• G•••••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C•••••• · Associate, Product & Strategic Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• C••••••••• · Associate, Portfolio Analytics & Allocation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• S••••••• · Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• R•••••••• · Associate, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• G•••••••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••••••• · Associate, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• H•••••• · Associate, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• C••••••• · Associate, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• T••••••• · Analyst, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• M••••• · Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R••••• · Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C••• · Analyst, Investment Infrastructure & T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• T•• · S••••• Analyst, Product and Strategic Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• P•••••• · S••••• Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D•••• · S••••• Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H•••••• · S••••• Analyst, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• Z•••••••• · Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• W••• · S••••• Analyst, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• P••• · S••••• Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• B••••••••• · S••••• Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• B••••••••• · S••••• Analyst, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A•••• · S••••• Analyst, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• B••••• · S••••• Analyst, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• O••• · S••••• Analyst, Underwriting & Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• D••••• · Analyst, Portfolio Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• P••••••• C•• · Principal, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••• · Managing D•••••or, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• A•••••••• · Vice President, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• Q•••• · Managing D•••••or, Head of West Region, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• R•••• · Vice President, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• · Managing D•••••or, Head of Origination & Capital M•••••s · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••••• C•• · Managing D•••••or, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••• · Principal, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• C•••••• · Principal, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S•••••••• · Managing D•••••or, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• C••••• · Principal, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• O•••••• · Principal, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• M•••••• · Managing D•••••or, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• S••••• · Managing D•••••or, Head of East Region, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B•••••••• C•• · Vice President, Capital M•••••s · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• L••••• · Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• B••••• · Vice President, I••••••• Relations, Wealth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M••••• · Managing D•••••or, I••••••• Relations, S••••• L•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• D••• · S••••• Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• V••••••• C•• · S••••• Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T•••••• · Principal, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• Z•••••••• · S••••• Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• C•••• · Vice President, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• C•• M••••••• · Managing D•••••or, I••••••• Relations, J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S••••••••• · S••••• Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• B••••••••• · S••••• Associate, I••••••• Relations, Wealth · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• P••• · Managing D•••••or, Head of Public M•••••s I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A••• · Principal, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• R••••• · S••••• Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• C••••• P•••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• G••••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• J•••••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• L•••• C•• · Managing D•••••or, Head of Fund Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• S•••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• T••••••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• W•••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• W•••••••• · S••••• Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• K••••••• · Associate, Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• B••• K•••••• · Managing D•••••or, Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• B••• K•••••• · Principal, Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• S•••••• · Principal, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• C••••• · Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• D••••• · Managing D•••••or, Head of Business Systems & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••••• T•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B•••• · S••••• Associate, Legal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• W••• · Vice President & Associate G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• S••••••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• H••••• · S••••• Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••••• C•••••••• · S••••• Analyst, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• B••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• W••• · Managing D•••••or, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• G•••••••• · Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• G•••••• · S••••• Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• W••••••••• · S••••• Analyst, Fund Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••••• · S••••• Analyst, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••••• M••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R••••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••• · Vice President & Associate G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••• · S••••• Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• N••••••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• M••••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• T••••••••• · Managing D•••••or, Head of M•••••ing & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• W•••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• A•••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••• M•••••• · S••••• Managing D•••••or & G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••• M•••••• · S••••• Managing D•••••or, G•••ral Counsel · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• W••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• D•••• · Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• P••••••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• Y• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• O••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• R•••••• M••••••• · Secretary & G•••ral Counsel, N••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• H•••• · Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• J•••••••• · S••••• Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• F••••• · S••••• Associate, Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• X••• · Principal, Finance, Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• G••••••• · Managing D•••••or, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• F••••••••• · S••••• Analyst, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• W••••••••• · Associate & S••••• Legal Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• E••••••• · Principal, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H••••• · Managing D•••••or, Chief Financial Officer, Investment Funds · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• J• B••••• · Vice President, Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••••• · Managing D•••••or, Head of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S••••• · S••••• Associate, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F•••••• · S••••• Associate, M•••••ing & Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• V•••• · Managing D•••••or, Head of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• B••••• · Vice President, Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• F••••••• · S••••• Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• I••••• · Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• B••••••••• · S••••• Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• T••••• · Principal, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• L•••••••• · S••••• Specialist, Events & M•••••ing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• M•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• F•••• · Vice President & Associate G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• B•••••••• C•• · Managing D•••••or, Chief Financial Officer, Management Company · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S•••••• · IT Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• W•••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• W•••• · Vice President, Fund Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• V•••••••• C•• · Chief Operating Officer & Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• N•• V••••••• · S••••• Managing D•••••or, Chief Financial Officer · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• C••• · Principal, Head of Digital M•••••ing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• K••••• · Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D••••• · Principal, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• N•••••• · Principal, Finance, Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• B•••• · Front Desk Receptionist & Office Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• B•••••• · S••••• Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• P••• · Vice President & Associate G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• P•••••• · Principal, Deputy G•••ral Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• Z••••• · Principal, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S••••• · Head of J••••• Capital & P•••••• Equity S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• L••••• · Head of S••••• L•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
16 former (kept with end dates)
- D••••• D•••• S•••••••• · Managing D•••••or Capital M•••••s & Origination · Apr 1, 2015 to Mar 31, 2023 Inference
- C•••• W••• D•••••• · Manager And Evp, Ceo T•••••••• Asset Management · Jul 1, 2015 to Mar 29, 2016 Inference
- A••••••• G•• C••••• M•••••• · S••••• Adviser · Apr 1, 2015 to Mar 29, 2019 Inference
- C••••••••• B••••• C•• · S••••• Managing D•••••or, Chief Risk Officer · Jul 1, 2015 to Mar 31, 2023 Inference
- D•••• A••• H•••••••• · S••••• Managing D•••••or,Head Of Product Development And Capital Raising · Feb 1, 2017 to Mar 31, 2023 Inference
- G••••• F••••••• K••••••• · Managing D•••••or Underwriting & Portfolio Management · Apr 1, 2015 to Mar 30, 2020 Inference
- H•••••• D•••• · Manager And Chief Investment Officer, T••• Global Real Assets · Feb 1, 2016 to Mar 30, 2020 Inference
- J••• M• M••••• · S••••• Managing D•••••or · Feb 1, 2016 to Mar 31, 2023 Inference
- M••••• I•• L••••• · S••••• Managing D•••••or · Mar 1, 2019 to Mar 31, 2023 Inference
- B•••• K•••• R••••• · Manager And Managing D•••••or, Head Of Corporate Finance Originations · Apr 1, 2015 to Mar 30, 2020 Inference
- H•••••• A•••••••• M•••••••• · Chief Compliance Officer · Feb 1, 2015 to Dec 11, 2020 Inference
- K•••• J••••• R••• · Controller · Sep 1, 2015 to Mar 29, 2019 Inference
- M•••••• G••••• P••••••• · Assistant Secretary · Sep 1, 2015 to Sep 29, 2017 Inference
- R•••••• B••••• · Managing D•••••or, S••••• Compliance Officer · Feb 1, 2015 to Oct 28, 2016 Inference
- T••••• E••• G•••••••• · Chief Compliance Officer · Nov 1, 2020 to Jun 30, 2023 Inference
- H•••••• C•••• M•••••• · S••••• Vice President · Jan 1, 2017 to Mar 30, 2020 Inference
- E•••• F•••••••• C••••••••• L•• 5 shared · very strong · last Jan 1, 2024
- Sep 9, 2026N••••• P•••••• Capital appoints R••••• R•••• as Managing D•••••or, Consultant Relations
- Jul 16, 2026R•••• S•••••••• joins Bloomberg “The Close”
- Jun 15, 2026C•••••••• A•••• M••••••••• L••: P•••••• Equity Funds on Form ADV 29 (2024 extract) -> 34 (roster 2026-09-01)
- Mar 10, 2015C•••••••• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
C•••••••• A•••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
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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