DFX Intelligence
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.
Firms / O•• R••• C•••••• P•••••• F••• A••••••• L••
O•• R••• C•••••• P•••••• F••• A••••••• L••
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: P•••••• Equity Funds are 10 of 49 distinct vehicles; hedge, securitized or liquidity vehicles 39
- Size band
- Middle marketdefined by: proxy: $2.51bn P•••••• Equity Fund GAV on the Form ADV filed 2024-11-14
- Strategies
- SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: P•••••• Equity Funds are 10 of 49 distinct vehicles; hedge, securitized or liquidity vehicles 39
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 17, 2018 to Nov 14, 2024
- RAUM
- $21Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $2.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $19Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 20%
- Fund type mix
- filed 2024-11-14, latest gav Hedge Fund $7.6B, Private Equity Fund $2.5B, Securitized Asset Fund $8.9B, latest counts Hedge Fund 12, Private Equity Fund 9, Securitized Asset Fund 25, lifetime distinct Hedge Fund 14, Private Equity Fund 10, Securitized Asset Fund 25
- Employees
- 160
- Headquarters
- New York, NY
- Office address
- 399 PARK AVENUE, New York, NY, 10022
- Business phone
- (212) 419-3000
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
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• O•• H••••••••• O••••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $320M as of Nov 14, 2024 | no Form D | Unknown | |
| B••• O•• H••••••••• O••••••••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $88.6M as of Nov 14, 2024 | no Form D | Unknown | |
| B•••• O•• C•••••• I••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $18.4M as of Mar 28, 2024 | no reporting | no Form D | Unknown |
| B••• O•• H••••••••• O••••••••• E• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $9.4M as of Nov 14, 2024 | no Form D | Unknown | |
| B••• O•• H••••••••• O••••••••• E• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.4M as of Nov 14, 2024 | no Form D | Unknown | |
| S•••• C•••• S••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $60.2M as of Nov 14, 2024 | no Form D | Unknown | |
| O••• P••••••••• V••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $31.2M as of Nov 14, 2024 | no Form D | Early deployment | |
| S•••• C•••• S•• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $30.9M as of Nov 14, 2024 | no Form D | Early deployment | |
| O•• R••• O••••••••• M••••• F••• I• L••• ADV: P•••••• Equity Fund | Special situations fund | 2021 first reported on Form ADV | $1.9B as of Nov 14, 2024 | no Form D | Unknown | |
| O•• R••• F•••• L••• F••• I•••••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $23.3M as of Nov 14, 2024 | no Form D | Active deployment |
Team
7 current, 2 former
Managing partner (3)
- C•••• W•••••• P••••• · Co-President · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• I••••• O••••••• · Co-Chief Executive Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• S••••• L••••••••• · Co-Chief Executive Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A••• J•• K••••••••• · Chief Financial Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• R••••• P•••••• · Chief Operating Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• H•••• · Chief Compliance Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• A•• R•••• · Chief Legal Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- M•••••• D••••••• R••• · Co-President · May 1, 2021 to Jul 14, 2023 Inference
- C•••• W•••••• P••••• · Elected Manager · Jun 1, 2016 to Jun 18, 2021 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
6 relationships
Placement agents (6)
- W•••••• B•••• • C•••••• L••••• 1 shared · one time · last Jan 1, 2021
- A•••••••• G•••• L•••••• 1 shared · one time · last Jan 1, 2021
- R•• C•••••• M••••••• L•• 1 shared · one time · last Jan 1, 2021
- B••• O•• S••••••••• 1 shared · one time · last Jan 1, 2021
- P•• P••••••• L• 1 shared · one time · last Jan 1, 2021
- P•••••••• C•••••• L••• 1 shared · one time · last Jan 1, 2021
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
- Jun 17, 2026B••• Owl Credit P•••••• Fund Advisors LLC: P•••••• Equity Funds on Form ADV 9 (2024 extract) -> 35 (roster 2026-09-01)
- Jun 17, 2018B••• Owl Credit P•••••• Fund Advisors LLC first filed Form ADV in the extract (IA)
Across the graphs
O•• R••• C•••••• P•••••• F••• A••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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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