DFX Intelligence

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D•••••••• C•••••• M••••••••• L••

Fund of fundsClassification probableMiddle marketSEC registered investment adviser· Coral Gables, FL

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $7.3B
PE fund assets: $1.0B
PE funds: 85

Find similar buyers Funds and vehicles

Team (11)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

What matters now

Form D
new offering
Filed a Form D on 3 Sep 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
FactSEC Form DFor LPs, placement agentsFund families →
+8
funds on Form ADV
Private equity funds on its Form ADV went from 77 to 85 (+8).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisFund of funds · 2 in historyShow

Class: Fund of fundsprobable, confidence 75%
Basis: 84 of 102 admitted vehicles carry the sworn fund-of-funds flag
Size band: Middle marketdefined by: proxy: $1.02bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Strategies: Private credit

Classification history (2)

Sep 23, 2026
Fund of funds (probable, 75%)
84 of 102 admitted vehicles carry the sworn fund-of-funds flag
Sep 13, 2026
Fund of funds (probable, 75%)
84 of 86 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)RAUM $7.3B · 85 PE funds · filed Mar 30, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Mar 30, 2012 to Mar 30, 2026
RAUM: $7.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 85
PE fund GAV, latest filing: $1.0Breported gross assets (Form ADV), not fund size
All private fund GAV: $1.2Bevery private fund type, latest filing
2024 PE fund GAV: $1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 90%
Fund type mix: Private equity fund: 85 funds, $1.0B reported gross assets, 96 ever reported
Hedge fund: 9 funds, $177M reported gross assets, 11 ever reported
Form ADV filed Mar 30, 2026
Employees: 50
Headquarters: Coral Gables, FL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour1 of 8 criteria stated · no observed deals yetShow

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

101 families, 102 vehicles on record

D•• N••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• · 1 vehicle · vintage 2025$22.1M
- D•• N••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• Buyout fund · 2025$22.1M
D•• F•• F••• L•• · 1 vehicle · vintage 2025$19.1M
- D•• F•• F••• L•• buyout or unlabelled · 2025$19.1M
D•• N• S•• I• F••• L•• · 1 vehicle · vintage 2025$16.2M
- D•• N• S•• I• F••• L•• buyout or unlabelled · 2025$16.2M
D•• D•• V•• F••• L•• · 1 vehicle · vintage 2025$7.4M
- D•• D•• V•• F••• L•• buyout or unlabelled · 2025$7.4M
D•• B••• A••• V• F••• L•• · 1 vehicle · vintage 2025$6.7M
- D•• B••• A••• V• F••• L•• buyout or unlabelled · 2025$6.7M

96 smaller families are in the full list of vehicles.

View all 102 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
D•• S•••• I•• a• S••••• o• D•• E••••• P•••••••• L••	Buyout fund	2026 Form D first sale	unknown	no reporting	$23.9M	Fundraising
D•• T•••• X••• F••• L••	buyout or unlabelled	2026 Form D first sale	unknown	no reporting	$8.3M	Fundraising
D•• F•• A•••• a• a• S••••• o• D•• P•••••• E••••• P•••••••• L••	Buyout fund	2026 Form D first sale	unknown	no reporting	$25.2M	Fundraising
D•• S• V• F••• L••	buyout or unlabelled	2026 Form D first sale	unknown	no reporting	$12.4M	Fundraising
D•• N••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Buyout fund	2025 Form D first sale	$22.1M as of Mar 30, 2026		$20.2M	Unknown
D•• F•• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2025 Form D first sale	$19.1M as of Mar 30, 2026		$19.1M	Unknown
D•• N• S•• I• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2025 Form D first sale	$16.2M as of Mar 30, 2026		$16.7M	Unknown
D•• D•• V•• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2025 Form D first sale	$7.4M as of Mar 30, 2026		$7.4M	Unknown
D•• B••• A••• V• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2025 Form D first sale	$6.7M as of Mar 30, 2026		$7.0M	Unknown
D•• A• M•••• F••• L••	buyout or unlabelled	2025 Form D first sale	unknown	no reporting	$3.4M	Fundraising
D•• B••• P•••••• C••••• F••• L•• ADV: Private Equity Fund	Credit fund	2024 Form D first sale	$75.7M as of Mar 30, 2026		$67.7M	Unknown
D•• N••• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$52.4M as of Mar 30, 2026		$54.0M	Unknown
D•• B••• L••• S••••••• I• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$14.6M as of Mar 30, 2026		$14.9M	Unknown
D•• H• C•••••• F••• V•• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$13.3M as of Mar 30, 2026		$13.5M	Unknown
D•• N•• V•• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$5.4M as of Mar 30, 2026		$13.6M	Unknown
D•• C••• H• I•• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 Form D first sale	$3.5M as of Mar 30, 2026		$3.6M	Unknown
D•• B••• C•••••• X•• F••• L••	buyout or unlabelled	2024 Form D first sale	unknown	no reporting	$22.7M	Unknown
D•• P•• H••••••••• A• a• S••••• o• D•• P•••••• E•••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2023 Form D first sale	$49.1M as of Mar 30, 2026		$45.5M	Early deployment
D•• N•• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2023 Form D first sale	$15.7M as of Mar 30, 2026		$15.6M	Unknown
D•• T•••• X•• F••• L•• ADV: Private Equity Fund	Fund of funds	2023 Form D first sale	$12.3M as of Mar 30, 2026		$11.2M	Early deployment
D•• S• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2023 Form D first sale	$8.2M as of Mar 30, 2026		$7.6M	Early deployment
D•• H•••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$15.0M as of Mar 30, 2026		$18.8M	Unknown
D•• B••• E••••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$9.5M as of Mar 30, 2026		$8.5M	Unknown
D•• C••• V••• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$9.1M as of Mar 30, 2026		$6.3M	Active deployment
D•• A• C•• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$7.9M as of Mar 30, 2026		$5.5M	Active deployment
D•• H• M•••• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$7.7M as of Mar 30, 2026		$8.2M	Unknown
D•• L•• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$7.5M as of Mar 30, 2026		$6.6M	Active deployment
D•• B••• A••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$6.5M as of Mar 30, 2026		$6.4M	Unknown
D•• B••••••••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2022 Form D first sale	$3.1M as of Mar 30, 2026		$1.9M	Active deployment
D•• P••••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$26.9M as of Mar 30, 2026		$30.3M	Active deployment
D•• B••••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$22.5M as of Mar 30, 2026		$28.4M	Mature
D•• T•••• X• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$22.2M as of Mar 30, 2026		$27.6M	Mature
D•• L•• D•••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2021 first reported on Form ADV	$10.7M as of Mar 30, 2026		no Form D	Harvest
D•• C••• G••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$9.0M as of Mar 30, 2026		$10.9M	Active deployment
D•• C••• V••• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$7.9M as of Mar 30, 2026		$4.7M	Active deployment
D•• S• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$7.8M as of Mar 30, 2026		$5.8M	Mature
D•• B••• C••••• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$7.7M as of Mar 30, 2026		$5.8M	Mature
D•• T•••• X•• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$6.3M as of Mar 30, 2026		$10.5M	Harvest
D•• N•• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$933,060 as of Mar 30, 2026		$17.1M	Harvest
D•• U••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2021 Form D first sale	$552,869 as of Mar 30, 2026		$22.9M	Harvest
D•• T•••• X•• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$20.6M as of Mar 30, 2026		no Form D	Mature
D•• H• E••••• M•••• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$18.2M as of Mar 30, 2026		no Form D	Mature
D•• B••• C•• X••• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$11.6M as of Mar 30, 2026		$12.5M	Mature
D•• H• C•••••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$11.2M as of Mar 30, 2026		$11.3M	Mature
D•• H• W••••••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$10.8M as of Mar 30, 2026		no Form D	Mature
D•• F•• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$10.1M as of Mar 30, 2026		$24.6M	Harvest
D•• C••• H• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$6.8M as of Mar 30, 2026		$7.6M	Mature
D•• N•• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$6.5M as of Mar 30, 2026		$4.2M	Active deployment
D•• C••••• A• a• S••••• o• D•• P•••••• E••••• P•••••••• L•• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$3.2M as of Mar 30, 2026		$6.3M	Active deployment
D•• B•••••• A• a• S••••• o• D•• P•••••• E••••• P•••••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$68.5M as of Mar 30, 2026		no Form D	Mature
D•• C•• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$21.7M as of Mar 30, 2026		no Form D	Mature
D•• T•••• X• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$21.4M as of Mar 30, 2026		no Form D	Harvest
D•• S•••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$17.1M as of Mar 30, 2026		no Form D	Harvest
D•• B••• E••••• V• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$12.3M as of Mar 30, 2026		no Form D	Unknown
D•• O•••••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 Form D first sale	$10.9M as of Mar 30, 2026		no Form D	Harvest
D•• D•• F••• I• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$10.9M as of Mar 30, 2026		no Form D	Harvest
D•• A••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2019 Form D first sale	$10.3M as of Mar 30, 2026		no Form D	Harvest
D•• H• M•••• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 Form D first sale	$9.8M as of Mar 30, 2026		no Form D	Unknown
D•• B••• A••• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$9.7M as of Mar 30, 2026		no Form D	Harvest
D•• F•• F••• I• L•• ADV: Private Equity Fund	Fund of funds	2019 Form D first sale	$7.1M as of Mar 30, 2026		no Form D	Harvest
D•• I• •••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$7.0M as of Mar 28, 2024		no Form D	Harvest
D•• S• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$3.1M as of Mar 30, 2026		no Form D	Harvest
D•• P•••••••• K••• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 Form D first sale	$2.7M as of Mar 30, 2026		no Form D	Harvest
D•• P•••••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$2.6M as of Mar 30, 2026		no Form D	Harvest
D•• R••••••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2019 first reported on Form ADV	$21,982 as of Jun 24, 2020		no Form D	Wound down
D•• S•••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$30.2M as of Mar 30, 2026		no Form D	Mature
D•• C••• H• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$22.9M as of Mar 30, 2026		no Form D	Unknown
D•• B••• X•• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 Form D first sale	$22.7M as of Mar 30, 2026		no Form D	Harvest
D•• H• A•••••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$20.1M as of Mar 30, 2026		no Form D	Harvest
D•• R••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$15.4M as of Nov 2, 2021		no Form D	Wound down
D•• B••• M••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 Form D first sale	$15.1M as of Mar 30, 2026		no Form D	Mature
D•• F•• F••• V• L•• ADV: Private Equity Fund	Fund of funds	2018 Form D first sale	$10.2M as of Mar 30, 2026		no Form D	Harvest
D•• N•• F••• V• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$8.0M as of Mar 30, 2026		no Form D	Harvest
D•• N•• F••• I•• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$6.6M as of Mar 30, 2026		no Form D	Harvest
D•• H•• S•• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$6.4M as of Mar 30, 2026		no Form D	Harvest
D•• L•• V•• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$5.3M as of Mar 30, 2026		no Form D	Harvest
D•• B•• I• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$4.3M as of Mar 30, 2026		no Form D	Harvest
D•• A••• I•• F••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$1.6M as of Mar 30, 2026		no Form D	Harvest
D•• B••••• A• a• S••••• o• D•• P•••••• E••••• P•••••••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$15.9M as of Nov 2, 2021		no Form D	Wound down
D•• B••• B•• F•••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$14.0M as of Mar 28, 2024		no Form D	Mature
D•• W••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$5.0M as of May 1, 2018		no Form D	Wound down
D•• S••• M••••• A• a• S••••• o• D•• P•••••• E••••• P••••••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$3.1M as of May 1, 2018		no Form D	Wound down
D•• B••• A••• I•• F•••• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$6.3M as of Mar 30, 2026		no Form D	Mature
D•• T•• E••••• F••• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$2.7M as of Mar 30, 2026		no Form D	Harvest
D•• S•••••• D•• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$1.3M as of Mar 30, 2026		no Form D	Harvest
D•• H• T••••• A•••••• A• S••••• o• D•• P•••••• E••••• P•••••••• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$79,411 as of Sep 13, 2022		no Form D	Wound down
D•• • K• C•• H•••••••• A• S••••• o• D•• P•••••• E••••• P•••••••• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$2,212 as of Mar 30, 2026		no Form D	Harvest
D•• B••• E••••• I• F•••• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$2.6M as of Mar 30, 2026		no Form D	Harvest
D•• H• R••• E••••• F•••• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$1.5M as of Mar 28, 2024		no Form D	Harvest
D•• A••• F••• I•• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$837,229 as of Mar 28, 2024		no Form D	Mature
D•• S••••••••• F••• I••• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$46,272 as of Mar 30, 2026		no Form D	Harvest
D•• B••• C•••••• F••• X•• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$2.9M as of Mar 30, 2026		no Form D	Harvest
D•• M••••• M••••• O••••••••• F••• I• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$2.0M as of Mar 30, 2026		no Form D	Harvest
D•• H• S•• I••• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$438,172 as of Mar 30, 2026		no Form D	Harvest
D•• T•••• F••• L•• ADV: Private Equity Fund	Fund of funds	2014 first reported on Form ADV	$45,443 as of May 1, 2018		no Form D	Wound down
D•• L•• V•• L•• ADV: Private Equity Fund	Fund of funds	2013 first reported on Form ADV	$3.6M as of Mar 30, 2026		no Form D	Harvest
D•• S•••••• C••• V• L•• ADV: Private Equity Fund	Fund of funds	2013 first reported on Form ADV	$1.7M as of Mar 30, 2026		no Form D	Harvest
D•• M••••• M••••• O••••••••• F••• •••••••• L•• ADV: Private Equity Fund	Fund of funds	2010 Form D first sale	$244,083 as of Mar 30, 2026		no Form D	Harvest
D•• B••• C•••••• X•• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$22.6M as of Mar 30, 2026		no Form D	Unknown
D•• L•••••••• •••••••• L•• ADV: Private Equity Fund	Fund of funds	unknown	$4.1M as of Mar 30, 2026		no Form D	Harvest

Showing 100 of 102 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Team

10 current, 9 former

O••••• T•••••
Managing Director
M••••• F••••••• D•••••
5•• O•••• O• M•• C•••••• L•• · since Jun 1, 2010
A•••••••• A••••• D•••••
D••••••• O• D•••••••• C•••••• M••••••••• L•• · since Jun 1, 2010
J•••• V••• B••••
Director, Investment Department
M••••• A••••• D•••••
D••••••• O• D•••••••• C•••••• M••••••••• L•• · since Jun 1, 2010

Full team · 10 peoplegrouped by role, with sources

Partner (2)

O••••• T••••• · Managing Director · start date unknown Firm website
M••••• F••••••• D••••• · 5•• O•••• O• M•• C•••••• L•• · since Jun 1, 2010 Form ADV

Principal (3)

A•••••••• A••••• D••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · since Jun 1, 2010 Form ADV
J•••• V••• B•••• · Director, Investment Department · start date unknown Firm website
M••••• A••••• D••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · since Jun 1, 2010 Form ADV

Analyst (1)

M••••• G•••••• · Investment Analyst · start date unknown Firm website

Investor relations (2)

A•• R•••• · Senior Client Relations Analyst · start date unknown Firm website
S••• S•••• · Client Relations Analyst · start date unknown Firm website

Platform (2)

A•••• G•••••••• J•• · Controller · start date unknown Firm website
A••••• M•••••• · Chief Operating Officer/Chief Compliance Officer · since Jul 1, 2010 Form ADV Firm website

9 former (kept with end dates)

A••• B•••• · Cio · Dec 1, 2008 to Sep 11, 2012 Inference
P•••• A•••••• · Chief Compliance Officer · Feb 1, 2004 to Apr 28, 2014 Inference
R••••• K••• B••••• · Chief Financial Officer · Jul 1, 2010 to Sep 11, 2012 Inference
A••• A•••••• M•••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · Jun 1, 2010 to Sep 16, 2013 Inference
C•••••••• •••• D••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · May 1, 2013 to Mar 30, 2020 Inference
C••••••• M••••• R•••••••• M•••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · Jun 1, 2016 to Mar 30, 2020 Inference
D•••• •••• H•••••• E••••• · D••••••• O• D•••••••• C•••••• M••••••••• L•• · May 1, 2013 to Mar 30, 2020 Inference
P•••• L••• K••••••••• C•••• · Director Of D•••••••• C•••••• M••••••••• · Oct 1, 2006 to Sep 16, 2013 Inference
R••• M•••• H•••••• d• v•• D•• G•••• · Director Of D•••••••• C•••••• M••••••••• · Oct 1, 2006 to Mar 31, 2017 Inference

Deals

0 on record, newest first · 0 platforms · 0 add-ons

No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 LPs, 0 disclosed commitments

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

Mar 30, 2026
••• Locked
PE fund count changedFactForm ADV
Mar 30, 2012
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority48 · moderate: Scale band: middle market
Completeness gap: 6 of 12 profile fields missing
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite20 · low: Recent fund: 3 items (a recent fund is evidence of deployment potential, not of remaining capital)
Not yet on record: no transactions on the graph for this firm yet
Profile completeness50 · elevated: Fields present: website, description, funds and 3 more
Not yet on record: portfolio, transactions, stated criteria, lenders, intermediaries, lps
Fund deployment activity100 · high: Funds deploying: 5 items (deployment state is read from the fund's reported gross asset path through 2024)
Funds raising: 5 items

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 41
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

D•••••••• C•••••• M••••••••• 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.

Checking your plan…

Not yet on record: investments held, deals, last 12 months.