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••• C•••••• M••••••••• L•••
O••• C•••••• M••••••••• L•••
O••• Capital is an investment firm specializing in insurance special situations, structured credit, asset-based finance, and longevity.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 14 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.73bn Private Equity Fund GAV on the Form ADV filed 2024-12-03
- Strategies
- PRIVATE CREDIT, SPECIAL SITUATIONS
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 14 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Dec 3, 2024
- RAUM
- $2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 57%
- Fund type mix
- filed 2024-12-03, latest gav Private Equity Fund $1.7B, latest counts Private Equity Fund 7, lifetime distinct Hedge Fund 3, Real Estate Fund 3, Private Equity Fund 8
- Employees
- 113
- Headquarters
- New York, NY
- Office address
- 437 MADISON AVE., 26TH FLOOR, New York, NY, 10022
- Business phone
- 8773150520
Stated criteria beside observed behaviour
1 observed deals
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
- We seek maximum return per unit of risk, measuring assets vs. liabilities and embedding structural protections in documentation to mitigate downside risk and protect principal.
Observed from deals on record
- roles
- platform 1
- period
- to 2025-03-17, from 2025-03-17, undated holdings 0, dated observations 2
- window
- last 2025-03-17, first 2025-03-17
- control
- control 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2025 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (1 transactions); 1 platforms and 0 add-ons; observed 2025 to 2025
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O••• C••••• A••••••••• L•• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $20.4M as of Dec 3, 2024 | no Form D | Unknown | |
| O••• A••••••••• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $12.3M as of Dec 3, 2024 | no Form D | Unknown | |
| I••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.9M as of Dec 3, 2024 | no Form D | Unknown | |
| I••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.5M as of Dec 3, 2024 | no Form D | Unknown | |
| O••• I•••••••• S•••••• S••••••••• F•••• L• ADV: Private Equity Fund | Special situations fund | 2023 first reported on Form ADV | $133M as of Dec 3, 2024 | no Form D | Early deployment | |
| V••• I•••••••• C••••• O••••••••• F••• I••• L• ADV: Private Equity Fund | Credit fund | 2020 first reported on Form ADV | $1.6B as of Dec 3, 2024 | no Form D | Active deployment | |
| V••• I•••••••• C••••• O••••••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2019 first reported on Form ADV | $1.1B as of Dec 20, 2022 | no Form D | Wound down | |
| V••• L•••••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $4.1M as of Dec 3, 2024 | no Form D | Mature |
Team
10 current, 11 former
Managing partner (2)
- B•••• H• W•••••• · President & Ceo · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• H• W•••••• · PRESIDENT & CHIEF EXECUTIVE OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- P•••• P•••••••• · Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- G••• N•••••• · BUSINESS DEVELOPMENT & INVESTOR RELATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- B•••• E••• L••••• · CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• E••• L••••• · Chief Financial Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• K••••••• · CHIEF COMPLIANCE OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• R•••••• · CHIEF HUMAN RESOURCES OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• A•••• K••••••• · CHIEF LEGAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• A•••• K••••••• · Senior Managing Direct, Chief Legal Officer, Chief Compliance Officer · since Feb 1, 2019 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)
- J•••••• R••••• S•••• · President · Jan 1, 2015 to Mar 31, 2021 Inference
- V••• T••••• F•••••• · President/Member - Fgms Llc (Relying Adviser) · Nov 1, 2009 to Mar 27, 2013 Inference
- W•••••• W••••••• T••• · Senior Managing Director, President · Mar 1, 2020 to Oct 29, 2021 Inference
- J•••• •••• G•••••••• · Member - Fgms Llc (Relying Adviser) · Nov 1, 2009 to Mar 27, 2013 Inference
- J•••••• R••••• S•••• · Member · Apr 1, 2010 to Mar 27, 2013 Inference
- M•••••• J•••• R••••• · Member · Apr 1, 2010 to Mar 27, 2013 Inference
- C••••••••• S••• M••••• · Chief Financial Officer · Jan 1, 2015 to Jul 20, 2022 Inference
- D••••• J••••••• Y•••• · Secretary · Sep 1, 2010 to Mar 29, 2019 Inference
- E••• E••••• W••••• · Chief Compliance Officer · Sep 1, 2010 to Mar 31, 2014 Inference
- J••• M•••••• J••••••• · Chief Financial Officer · Jun 1, 2022 to Apr 25, 2023 Inference
- M••••• A••••• S••••• · Chief Compliance Officer · Mar 1, 2014 to Jan 26, 2015 Inference
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| i••••••• | Platform | active | Mar 17, 2025 transaction announcement | 1.5 years | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 17, 2025 | Platform acquisition | i••••••• | Sponsor (confirmed) | o•••.com |
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
15 most recent
- Aug 31, 2026C•••••• K••••••• Joins O••• C•••••• as Chief Compliance Officer
- Jun 3, 2026O••• C•••••• Closes Fourth CLO Offering for $403.05M
- Apr 30, 2026O••• C•••••• M••••••••• L•••: Private Equity Funds on Form ADV 7 (2024 extract) -> 6 (roster 2026-09-01)
- Apr 27, 2026Ashish Sinha Joins O••• C•••••• as Managing Director, Asset-Based Finance
- Jan 14, 2026O••• C•••••• Closes Third CLO Offering for $453M
- Oct 28, 2025M•••••• R•••••• Joins O••• C•••••• as Chief Human Resources Officer
- Oct 21, 2025Genna Zaiman Joins O••• C•••••• as Managing Director, Real Estate Origination
- Oct 1, 2025Arra Finance Finalizes A••••••••• of Crescent Auto Finance and Enhances Capital Stack; Launches Next Stage of B••••••• Growth
- Aug 6, 2025O••• C•••••• Closes Second CLO Offering for $504.26M
- Jun 12, 2025Arra Finance To Acquire Crescent Auto Finance, Rapidly Scaling Its Subprime Auto Finance Platform
- May 8, 2025O••• C•••••• Announces Promotion of P•••• P•••••••• to Chief Investment Officer
- Mar 17, 2025O••• C•••••• Partners with i•••••••Platform investmentFacti•••••••Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- Mar 17, 2025O••• C•••••• Partners with i•••••••
- Dec 4, 2024O••• C•••••• Closes First CLO Offering for $403.75M
- Mar 30, 2012O••• C•••••• M••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
O••• C•••••• M••••••••• L••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent 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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