DFX Intelligence

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O•••• C••••••

Fund of fundsClassification probableMiddle marketSEC registered investment adviser· New York, NYo•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $21B
PE fund assets: $2.1B
PE funds: 104
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (22)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Also held on 5 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 5
Reported $21B of regulatory assets at its last Form ADV filing.
2026-08-19
RAUM $21B

Classification

How this organization is classified, and on what basisFund of funds · 1 in historyShow

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 85 of 87 admitted vehicles carry the sworn fund-of-funds flag
Size band: Middle marketdefined by: proxy: $2.12bn Private Equity Fund GAV on the Form ADV filed 2024-07-03

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 85 of 87 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 2, 2012 to Aug 19, 2026
RAUM: $21Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 104
PE fund GAV, latest filing: $2.1Breported gross assets (Form ADV), not fund size
All private fund GAV: $4.1Bevery private fund type, latest filing
2024 PE fund GAV: $2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 60%
Fund type mix: filed 2024-07-03, latest gav Hedge Fund $1.1B, Private Equity Fund $2.1B, latest counts Hedge Fund 18, Private Equity Fund 84, lifetime distinct Hedge Fund 55, Real Estate Fund 2, Private Equity Fund 86
Employees: 67
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

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: ••• 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

87 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
O•• L• C•••••••• X• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$40.5M as of Jul 3, 2024	no Form D	Unknown
O•• H• S•••••••• L•••••• I•• V• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$30.0M as of Jul 3, 2024	no Form D	Unknown
O•• J••• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$27.1M as of Jul 3, 2024	no Form D	Unknown
O•• A••••• X• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$24.4M as of Jul 3, 2024	no Form D	Unknown
O•• T• X• T• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$23.1M as of Jul 3, 2024	no Form D	Unknown
O•• H• S•••••••• L•••••• V• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$20.8M as of Jul 3, 2024	no Form D	Unknown
O•• A••••• X• T• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$19.3M as of Jul 3, 2024	no Form D	Unknown
O•• T• X• L•• ADV: Private Equity Fund	Fund of funds	2024 first reported on Form ADV	$9.8M as of Jul 3, 2024	no Form D	Unknown
O•• N•• M••••••• N•• L•••• I• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$74.5M as of Jul 3, 2024	no Form D	Early deployment
O•• B•• I• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$62.1M as of Jul 3, 2024	no Form D	Early deployment
O•• O••• I•• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$45.2M as of Jul 3, 2024	no Form D	Unknown
O•• O••• I•• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$41.7M as of Jul 3, 2024	no Form D	Unknown
O•• T•••••• I• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$28.4M as of Jul 3, 2024	no Form D	Early deployment
O•• B•• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$27.8M as of Jul 3, 2024	no Form D	Unknown
O•• R• C•••••• H••••••••• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$24.4M as of Jul 3, 2024	no Form D	Early deployment
O•• B• X•• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$22.6M as of Jul 3, 2024	no Form D	Unknown
O•• I••• V• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$22.0M as of Jul 3, 2024	no Form D	Unknown
O•• D•••• V• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$17.7M as of Jul 3, 2024	no Form D	Early deployment
O•• R• C•••••• H••••••••• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$17.2M as of Jul 3, 2024	no Form D	Unknown
O•• D•••• V• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$17.0M as of Jul 3, 2024	no Form D	Unknown
O•• S••••• L••• V•• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$15.8M as of Jul 3, 2024	no Form D	Unknown
O•• F•• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$13.6M as of Jul 3, 2024	no Form D	Unknown
O•• T•••••• I• T• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$12.7M as of Jul 3, 2024	no Form D	Early deployment
O•• B• X•• T• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$12.1M as of Jul 3, 2024	no Form D	Unknown
O•• S• V••• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$12.0M as of Jul 3, 2024	no Form D	Unknown
O•• B••• X• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$10.9M as of Jul 3, 2024	no Form D	Unknown
O•• S••••• L••• V•• T• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$10.9M as of Jul 3, 2024	no Form D	Early deployment
O•• T•••• B•••• X• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$7.6M as of Jul 3, 2024	no Form D	Early deployment
O•• S••• 2••• T• L•• ADV: Private Equity Fund	Fund of funds	2023 year in the fund name	$6.7M as of Jul 3, 2024	no Form D	Unknown
O•• I••• V• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$6.2M as of Jul 3, 2024	no Form D	Unknown
O•• T•••• B•••• X• T• L•• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$6.0M as of Jul 3, 2024	no Form D	Early deployment
O•• B••• X• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$3.0M as of Jul 3, 2024	no Form D	Unknown
O•• A•• E••••••• L•••••••• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$136M as of Jul 3, 2024	no Form D	Early deployment
O•• V•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$73.8M as of Jul 3, 2024	no Form D	Unknown
O•• V•• V• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$50.8M as of Jul 3, 2024	no Form D	Unknown
O•• T•• V•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$46.8M as of Jul 3, 2024	no Form D	Unknown
O•• V•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$45.1M as of Jul 3, 2024	no Form D	Early deployment
O•• F•• I•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$43.4M as of Jul 3, 2024	no Form D	Unknown
O•• F•• I• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$42.9M as of Jul 3, 2024	no Form D	Unknown
O•• V••••• I• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$37.9M as of Jul 3, 2024	no Form D	Unknown
O•• P•••••• P• I• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$34.9M as of Jul 3, 2024	no Form D	Early deployment
O•• T•••• B•••• F••• X•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$31.0M as of Jul 3, 2024	no Form D	Early deployment
O•• V••••• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$29.0M as of Jul 3, 2024	no Form D	Unknown
O•• T• X•• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$25.8M as of Jul 3, 2024	no Form D	Early deployment
O•• V•• T• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$22.2M as of Jul 3, 2024	no Form D	Early deployment
O•• P•••••• P• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$20.5M as of Jul 3, 2024	no Form D	Unknown
O•• T•• C•••••••• I• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$17.3M as of Jul 3, 2024	no Form D	Early deployment
O•• T•••• B•••• F••• X•• T• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$9.1M as of Jul 3, 2024	no Form D	Early deployment
O•• T•••• G••••• P•• X• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$8.6M as of Jul 3, 2024	no Form D	Unknown
O•• R• C•••••• N•••• I• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$6.4M as of Jul 3, 2024	no Form D	Early deployment
O•• T•••• G••••• P•• X• T• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$4.8M as of Jul 3, 2024	no Form D	Unknown
O•• W••• L•• ADV: Private Equity Fund	Fund of funds	2022 first reported on Form ADV	$0 as of Jul 3, 2024	no Form D	Unknown
O•• V••••• I•• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$67.8M as of Jul 3, 2024	no Form D	Active deployment
O•• S••••• L••• V• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$51.4M as of Jul 3, 2024	no Form D	Unknown
O•• O••• I•• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$34.9M as of Jul 3, 2024	no Form D	Unknown
O•• V••••• I•• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$29.6M as of Jul 3, 2024	no Form D	Unknown
O•• S••••• L••• V• T• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$29.5M as of Jul 3, 2024	no Form D	Unknown
O•• B•••• I• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$26.2M as of Jul 3, 2024	no Form D	Unknown
O•• B•••• I• T• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$21.2M as of Jul 3, 2024	no Form D	Unknown
O•• C••••••••• 2••• L•• ADV: Private Equity Fund	Fund of funds	2021 year in the fund name	$14.1M as of Jul 3, 2024	no Form D	Unknown
O•• C••••••••• 2••• T• L•• ADV: Private Equity Fund	Fund of funds	2021 year in the fund name	$10.9M as of Jul 3, 2024	no Form D	Unknown
O•• L•• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2020 first reported on Form ADV	$53.3M as of Jul 3, 2024	no Form D	Mature
O•• T•• V• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$23.1M as of Jul 3, 2024	no Form D	Harvest
O•• L••• V••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$14.0M as of Jul 3, 2024	no Form D	Mature
O•• C••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$75.6M as of Jul 3, 2024	no Form D	Harvest
O•• S••••• L••• V• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$38.8M as of Jul 3, 2024	no Form D	Harvest
O•• S••••• L••• V• T• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$19.6M as of Jul 3, 2024	no Form D	Harvest
O•• L••• I• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$37.0M as of Jul 3, 2024	no Form D	Mature
O•• L••• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$27.2M as of Jul 3, 2024	no Form D	Mature
O•• B•••• I•• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$21.6M as of Jul 3, 2024	no Form D	Harvest
O•• B•••• I•• T• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$7.9M as of Jul 3, 2024	no Form D	Harvest
O•• G•• R••••• V• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$3.5M as of Jul 3, 2024	no Form D	Mature
O•• O•• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$440,343 as of Jul 3, 2024	no Form D	Mature
O•• L•• V••• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$5.6M as of Jul 3, 2024	no Form D	Mature
O•• I••••• H••••••••• P••••••• L•• ADV: Hedge Fund	Fund of funds	2015 first reported on Form ADV	$73.7M as of May 10, 2018	no Form D	Wound down
O•• P••••• V• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$32.0M as of Jul 3, 2024	no Form D	Mature
O•• M••• I• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$24.6M as of Jul 3, 2024	no Form D	Harvest
O•• G•• C•••••• S•••••••• F••• I• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$15.0M as of Jul 3, 2024	no Form D	Harvest
O•• L•• V••• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$10.7M as of Jul 3, 2024	no Form D	Harvest
O•• G•• C•••••• S•••••••• O••••••• F••••• F••• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$8.1M as of Jul 3, 2024	no Form D	Mature
O•• S• M•••••••• I• S••••••••• P•••••••• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$4.6M as of Jul 3, 2024	no Form D	Mature
O•• K•• E••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$3.3M as of Jul 3, 2024	no Form D	Harvest
O•• H••• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$2.4M as of Jun 29, 2015	no Form D	Wound down
O•• S• M•••••••• I• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$2.2M as of Jul 3, 2024	no Form D	Harvest
O•• B••• V•• F••• L•• ADV: Private Equity Fund	Fund of funds	2013 first reported on Form ADV	$8.0M as of Jul 3, 2024	no Form D	Successor fundraising
O•• G•• C•••••• O••••••••• F••••• F••• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$583,706 as of Jul 3, 2024	no Form D	Mature
O•• S••••• R••••••••• M••••••• O••••••••• F••••• F••• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$82,231 as of May 10, 2018	no Form D	Wound down

Team

22 current, 2 former

Managing partner (8)

I••• N•• L••••••• · Co-President · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
I••• N•• L••••••• · Co-President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• W••• O•••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• W••• O•••• · Chairman And Managing Member · since Jul 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
N•• S••••• O•••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N•• S••••• O•••• · Ceo And Managing Member · since Jul 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W••• D•••• · Co-President, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• J• D•••• · Co-Chief Investment Officer And Co-President · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (11)

A•••• G•••• · Partner, Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• M•••••• · Partner, Client Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••••• L•• · Partner, Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••••• V• B••• · Partner, Client Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• B•••••• · Partner, Client Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• T•• · Partner, Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• M• G••••••• · Partner, Firm Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••• C• A••••••••• · Partner, Client Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• I•••••••• · Partner, Fixed Income Trader & P•••••••• Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••• E••••• P••••• · Co-Chief Investment Officer And Chief Economist · since Jul 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
V••• C•••••••• · Partner, Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Platform (3)

C•••••••• S••••••• · Partner, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• M•••••• R•••• · Chief Financial Officer/Chief Compliance Officer · since Apr 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
V•••••• M•••••• R•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

2 former (kept with end dates)

N•••• S• O•••• · Trustee · May 1, 1999 to Jul 3, 2024 Inference
D••••• W••• O•••• · Co-Ceo And Managing Member · Jul 1, 2007 to Aug 16, 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

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 19, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 2, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority48 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","description","fundmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, stated criteria, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Family Office Intelligence (matched on shared crd)
Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 30
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

O•••• C•••••• is the same institution as 5 records in Family Offices, Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Family Offices1Independent Sponsors1RIA and Wealth1Private Credit1Real 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.

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