DFX Intelligence
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A••••• C•••••• L••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $44B
- PE fund assets
- $14B
- PE funds
- 98
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 2 deals180 days
2 deals since 8 Apr 2026: bought A•• F••••••••• (add-on, 11 Aug) and N•••• G••• P••••••••• I••• (platform, 8 Apr).
What it is buying now is the best guide to what it will buy next.
- +7funds on Form ADV
Private equity funds on its Form ADV went from 91 to 98 (+7).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 122 of 142 distinct vehicles are sworn Private Equity Funds; 105 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $13.87bn Private Equity Fund GAV on the Form ADV filed 2026-09-14
- Strategies
- Private credit, secondaries
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)122 of 142 distinct vehicles are sworn Private Equity Funds; 105 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)108 of 123 distinct vehicles are sworn Private Equity Funds; 94 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $44B · 98 PE funds · filed Sep 14, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- May 4, 2020 to Sep 14, 2026
- RAUM
- $44Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 98
- PE fund GAV, latest filing
- $14Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $18Bevery private fund type, latest filing
- 2024 PE fund GAV
- $14Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 86%
- Fund type mix
- Private equity fund: 98 funds, $14B reported gross assets, 122 ever reported
- Securitized asset fund: 14 funds, $3.9B reported gross assets
- Hedge fund: 1 fund, $281M reported gross assets, 5 ever reported
- Other private fund: 1 fund, $99.3M reported gross assets
- Employees
- 252
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 1 observed dealsShowHide
Stated by the firm
- Sectors
- Financial services, healthcare, technology, software
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $3.5M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- Minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 1 company, 1 transaction
- Period
- 2022 (1 dated observation)
- Most deals
- Industrial manufacturing (1 of 1, e.g. Four Seasons Heating & Air Conditioning, Inc.)
- Subsectors
- Machinery manufacturing (1 of 1)
- Where
- Il (1 of 1)
- By year
- 2022: 1 other deal
1 company on the graph (1 transaction); most in industrial manufacturing (1); observed 2022 to 2022
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
80 families, 129 vehicles on record
A••••• S••••• D••••• L•••••• F••• L• · 2 vehicles · vintage 2025$182M
- A••••• S••••• D••••• L•••••• F••• L• Credit fund$178M
- A••••• S••••• D••••• L•••••• M••••• F••• •• S••• Credit fund · 2025$3.6M
A••••• H••••••• F••• V•• L• · 1 vehicle · vintage 2024$774M
- A••••• H••••••• F••• V•• L• buyout or unlabelled · 2024$774M
A••••• U• D••••• L•••••• L•••••• I• · 1 vehicle · vintage 2024$768M
- A••••• U• D••••• L•••••• L•••••• I• Credit fund · 2024$768M
A••••• S•• 2• L•• · 1 vehicle · vintage 2024$410M
- A••••• S•• 2• L•• SPV · 2024$410M
A••••• H••••••• F••• V• L• · 1 vehicle · vintage 2024$140M
- A••••• H••••••• F••• V• L• buyout or unlabelled · 2024$140M
Co-investment vehicles · 38 vehicles · vintage 2023$1.9B
- A••••• C••••••••• V••• L• Co-investment vehicle · 2023$299M
- P• S•••• C•••••• C••••••••• F••• I•• L• Co-investment vehicle · 2020$268M
- P• S•••••••• F••• V• C••••••••• L• Fund of funds · 2021$256M
- R•••••••• C••••••••• P•••••••• L• Co-investment vehicle · 2022$143M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2022$64.9M
- A••••• C••••••• C••••••••• F•••• L• Fund of funds · 2024$61.5M
- A••••• S•••••••• F••• V•• C••••••••• L• Secondaries fund · 2024$59.8M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2025$57.5M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2020$55.8M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2024$55.6M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2018$53.4M
- P•••••• A••••••• S•••• C• C••••••••• F••• L• Fund of funds · 2016$51.3M
- P•••••• A••••••• C••••••••• F••• I•• L••• Fund of funds · 2015$46.6M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2023$45.8M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2017$41.7M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2019$41.7M
- R••••••• C••••••••• P••••••• I• L•• S••••• I•• Fund of funds · 2022$39.8M
- R••••••• C••••••••• P••••••• I• L• Fund of funds · 2020$37.0M
- M•••••• C•••••• F•••••• C••••••••• F••• L• S••••• 2••• Co-investment vehicle · 2015$35.3M
- R••••••• C••••••••• P••••••• I• L•••••••• I• Fund of funds · 2020$31.3M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2016$30.4M
- M•••••• C•••••• F•••••• C••••••••• F••• L•• S••••• 2••• Co-investment vehicle · 2014$28.9M
- M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• Co-investment vehicle · 2021$27.1M
- P•••••• A••••••• S•••• C• C••••••••• F••• • E•••• L• Fund of funds · 2020$23.4M
- N••••• M•••••••• P••••••• I•• 2••• C•••••••• L• Co-investment vehicle · 2012$16.7M
- G•••••••• M•••••••• P••••••• C••••••••• F••• a• L• Co-investment vehicle · 2016$15.1M
- G•••••••• P••••••• C••••••••• F•••••• L• Co-investment vehicle · 2016$9.0M
- P•••••• A••••••• C••••••••• F••• I•• L• Fund of funds · 2010$5.2M
- M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• Co-investment vehicle · 2013$4.5M
- N••••• 2••• C•••••••• L••• Co-investment vehicle · 2010$980,932
- G•••••••• P••••••• C••••••••• V• L• Co-investment vehicle · 2012$666,573
- M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• Co-investment vehicle · 2010$499,974
- G•••••••• P••••••• C••••••••• V•• L• Co-investment vehicle · 2017$133,668
- M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• Co-investment vehicle · 2012$3,372
- M•••••• C•••••• F•••••• C••••••••• F••• L•• S••••• 2••• Co-investment vehicle · 2008$1
- P•••••• A••••••• C••••••••• F••• I••• L••• Co-investment vehicle · 2012$0
- M•••••• C•••••• F•••••• C••••••••• F••• L•••••••• 2••• Co-investment vehicle · 2011$0
- A••••• C••••••••• V••• L• Co-investment vehicle · 2021
74 smaller families are in the full list of vehicles.
View all 129 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2025 year in the fund name | $57.5M as of Sep 14, 2026 | no Form D | Unknown | |
| A••••• S••••• D••••• L•••••• M••••• F••• •• S••• ADV: Private Equity Fund | Credit fund | 2025 Form D first sale | $3.6M as of Sep 14, 2026 | $50.0M | Unknown | |
| A••••• G•••••• P••• O••••••••• F•••• L• • I••••••••• S••••• A•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $0 as of Sep 14, 2026 | $300M | Unknown | |
| A••••• H••••••• F••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $774M as of Sep 14, 2026 | $0 | Unknown | |
| A••••• U• D••••• L•••••• L•••••• I• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $768M as of Sep 14, 2026 | no Form D | Early deployment | |
| A••••• S•• 2• L•• ADV: Securitized Asset Fund | SPV | 2024 first reported on Form ADV | $410M as of Sep 14, 2026 | no Form D | Early deployment | |
| A••••• H••••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $140M as of Sep 14, 2026 | $0 | Unknown | |
| A••••• D••••• L•••••• H•••••• F••• 2• L•• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $102M as of Sep 14, 2026 | no Form D | Early deployment | |
| A•••• S•••••••• P••••••••• I• L•• • S••••• B• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $94.7M as of Sep 14, 2026 | no Form D | Unknown | |
| A••••• C••••••• C••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $61.5M as of Sep 14, 2026 | no Form D | Early deployment | |
| A••••• S•••••••• F••• V•• C••••••••• L• ADV: Private Equity Fund | Secondaries fund | 2024 Form D first sale | $59.8M as of Sep 14, 2026 | $157M | Unknown | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2024 year in the fund name | $55.6M as of Sep 14, 2026 | no Form D | Early deployment | |
| A••••• R••• A••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2024 Form D first sale | $52.2M as of Sep 14, 2026 | $120M | Unknown | |
| A••••• P•••••• E••••• F••• X•• L•• ADV: Private Equity Fund | Buyout fund | 2024 Form D first sale | $34.0M as of Sep 14, 2026 | $321M | Unknown | |
| P• C•••••• D•••••• L••• S••••• I•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $5.2M as of Sep 14, 2026 | no Form D | Early deployment | |
| R•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $0 as of Sep 14, 2026 | $300M | Unknown | |
| A••••• D••••• L•••••• C•• 1• W•••••••• L••• ADV: Securitized Asset Fund | Credit fund | 2023 first reported on Form ADV | $453M as of Sep 14, 2026 | no Form D | Unknown | |
| A••••• S•••••••• F••• V••• L• ADV: Private Equity Fund | Fund of funds | 2023 Form D first sale | $374M as of Sep 14, 2026 | $776M | Unknown | |
| A••••• C••••••••• V••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $299M as of Sep 14, 2026 | no Form D | Active deployment | |
| A••••• D••••• L•••••• L•••••• F••• 2••••• L•• ADV: Hedge Fund | Credit fund | 2023 year in the fund name | $281M as of Sep 14, 2026 | no Form D | Early deployment | |
| M•• S•• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $210M as of Sep 14, 2026 | no Form D | Active deployment | |
| A••••• D••••• L•••••• L••• P•••••••• 2••• L•• ADV: Private Equity Fund | Credit fund | 2023 year in the fund name | $104M as of Sep 14, 2026 | no Form D | Unknown | |
| A•••• S•••••••• P••••••••• I• L•• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $83.1M as of Sep 14, 2026 | no Form D | Active deployment | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2023 Form D first sale | $45.8M as of Sep 14, 2026 | $49.5M | Early deployment | |
| A••••• P•••••• E••••• F••• X• •••••••• L• | Buyout fund | 2023 Form D first sale | unknown | no reporting | $30.0M | Unknown |
| M•• K• F••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $325M as of Sep 14, 2026 | no Form D | Harvest | |
| A••••• P•••••• E••••• F••• X• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $310M as of Sep 14, 2026 | $383M | Active deployment | |
| M•• D••••• L•••••• L•• ADV: Securitized Asset Fund | Credit fund | 2022 first reported on Form ADV | $211M as of Sep 14, 2026 | no Form D | Harvest | |
| R•••••••• C••••••••• P•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 Form D first sale | $143M as of Sep 14, 2026 | $812M | Active deployment | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2022 Form D first sale | $64.9M as of Sep 14, 2026 | $48.7M | Active deployment | |
| R••••••• C••••••••• P••••••• I• L•• S••••• I•• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $39.8M as of Sep 14, 2026 | no Form D | Active deployment | |
| W••••••••• P•••• L•••••••• B• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $24.9M as of Sep 14, 2026 | no Form D | Active deployment | |
| P• R••• A••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $337M as of Sep 14, 2026 | $138M | Active deployment | |
| P• S•••••••• F••• V• C••••••••• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $256M as of Sep 14, 2026 | $171M | Active deployment | |
| S••••• A••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $99.0M as of Sep 14, 2026 | $91.0M | Active deployment | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2021 Form D first sale | $27.1M as of Sep 14, 2026 | $49.2M | Harvest | |
| G•••••••• P••••••• S••••• M•••••• F••• I•• A••• L• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $6.0M as of Sep 14, 2026 | no Form D | Harvest | |
| P• C•••••• D•••••• L••••••••• I• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Sep 14, 2026 | no Form D | Harvest | |
| A••••• C••••••••• V••• L• | Co-investment vehicle | 2021 Form D first sale | unknown | no reporting | $300M | Unknown |
| R•••••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $863M as of Sep 14, 2026 | no Form D | Unknown | |
| G•••••••• P••••••• S••••• M•••••• F••• V• L• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $395M as of Sep 14, 2026 | $255M | Mature | |
| P• S•••• C•••••• C••••••••• F••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 Form D first sale | $268M as of Sep 14, 2026 | $25.0M | Mature | |
| M•• S••••• D••• F••• • 2••• L• ADV: Private Equity Fund | Credit fund | 2020 year in the fund name | $215M as of Sep 14, 2026 | no Form D | Harvest | |
| M•• P• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $202M as of Sep 14, 2026 | no Form D | Unknown | |
| P• M••••• M••••• F••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $166M as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• C••• O••••••••• F••• I•• L••• S••••• I•••••••• o• t•• S••• M••••••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $121M as of Sep 14, 2026 | no Form D | Unknown | |
| M•• H•••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $82.7M as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• C••• O••••••••• F•••• L••• S••••• I•••••••• o• t•• S••• M••••••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $75.4M as of Sep 14, 2026 | no Form D | Mature | |
| M•• K• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $71.0M as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• P••••••• S••••• M•••••• C••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $55.8M as of Jun 19, 2020 | no Form D | Wound down | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2020 Form D first sale | $55.8M as of Sep 14, 2026 | no Form D | Unknown | |
| P•••••• A••••••• S•••• C•••••• B••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $49.2M as of Mar 4, 2022 | no Form D | Wound down | |
| M•• H••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $44.3M as of Sep 14, 2026 | no Form D | Harvest | |
| R••••••• C••••••••• P••••••• I• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $37.0M as of Sep 14, 2026 | no Form D | Harvest | |
| C••••••• C•••••• E••••••• B••••• P••••••• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $32.2M as of Sep 14, 2026 | no Form D | Unknown | |
| G•••••••• P••••••• S••••• M•••••• C••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $32.1M as of Jun 19, 2020 | no Form D | Wound down | |
| N••••• M•••••••• P••••••• I••••• L• ADV: Private Equity Fund | Credit fund | 2020 first reported on Form ADV | $31.4M as of Jun 19, 2020 | no Form D | Wound down | |
| R••••••• C••••••••• P••••••• I• L•••••••• I• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $31.3M as of Sep 14, 2026 | no Form D | Mature | |
| M•• K• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $29.6M as of Sep 14, 2026 | no Form D | Harvest | |
| N••••• S••••• M•••••• C••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $25.7M as of Jun 19, 2020 | no Form D | Wound down | |
| P•••••• A••••••• S•••• C• C••••••••• F••• • E•••• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $23.4M as of Sep 14, 2026 | no Form D | Harvest | |
| N•• Y••• L••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $21.1M as of Nov 13, 2024 | no Form D | Harvest | |
| I•••••••• I••••••••• B• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $7.5M as of Sep 14, 2026 | no Form D | Harvest | |
| N••••• S••••• M•••••• C••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $4.1M as of Jun 19, 2020 | no Form D | Wound down | |
| N•• Y••• L••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $3.0M as of Mar 4, 2022 | no Form D | Wound down | |
| N••••• S••••• M•••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $1.6M as of Jan 20, 2023 | no Form D | Wound down | |
| N•• Y••• L••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $262,377 as of Jun 19, 2020 | no Form D | Wound down | |
| N••••• S••••• M•••••• C••••• F•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $238,786 as of Jan 20, 2023 | no Form D | Wound down | |
| N•• Y••• L••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $166,203 as of Jun 19, 2020 | no Form D | Wound down | |
| N•• Y••• L••• C•••••• P••••••• I••••• L••• ADV: Private Equity Fund | Buyout fund | 2020 first reported on Form ADV | $139,926 as of Jun 19, 2020 | no Form D | Wound down | |
| M•• M•••••••• F••• I• L•• ADV: Private Equity Fund | Credit fund | 2020 first reported on Form ADV | $31,153 as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• P••••••• S••••• M•••••• C••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $0 as of Jun 19, 2020 | no Form D | Wound down | |
| P• S•••••••• F••• V•• L• ADV: Private Equity Fund | Fund of funds | 2019 Form D first sale | $784M as of Sep 14, 2026 | $390M | Unknown | |
| P• S•••• C• P•••••• E••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2019 Form D first sale | $563M as of Sep 14, 2026 | $284M | Unknown | |
| G•••••••• P••••••• P•••••• D••• V• L• ADV: Private Equity Fund | Credit fund | 2019 Form D first sale | $327M as of Sep 14, 2026 | $757M | Harvest | |
| T•••• O••••••••• P••••••• S••••• I•••••••• o• t•• S••• S•• M••••••••• F•••• L••• ADV: Other Private Fund | Fund of funds | 2019 Form D first sale | $99.3M as of Sep 14, 2026 | $1.6B | Active deployment | |
| P• C•••••• D•••••• L•• ADV: Private Equity Fund | Fund of funds | 2019 Form D first sale | $57.1M as of Sep 14, 2026 | $23.6M | Unknown | |
| M•• S••••• D••• F••• 2••••• L• ADV: Private Equity Fund | Credit fund | 2019 year in the fund name | $50.3M as of Sep 14, 2026 | no Form D | Harvest | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2019 Form D first sale | $41.7M as of Sep 14, 2026 | no Form D | Unknown | |
| W••••••••• P•••• L• ADV: Private Equity Fund | Fund of funds | 2018 Form D first sale | $66.7M as of Sep 14, 2026 | no Form D | Mature | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2018 Form D first sale | $53.4M as of Sep 14, 2026 | no Form D | Unknown | |
| G•••••••• P••••••• S••••• M•••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2017 Form D first sale | $880M as of Sep 14, 2026 | no Form D | Mature | |
| P•••••• A••••••• S•••• C• P•••••• E••••• F••• V•••• L• ADV: Private Equity Fund | Fund of funds | 2017 Form D first sale | $500M as of Sep 14, 2026 | no Form D | Unknown | |
| P•••••• A••••••• R••• A••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2017 Form D first sale | $220M as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• P•••••• C••••• F•••• L• ADV: Private Equity Fund | Credit fund | 2017 Form D first sale | $96.4M as of Nov 13, 2024 | no Form D | Harvest | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2017 Form D first sale | $41.7M as of Sep 14, 2026 | no Form D | Unknown | |
| G•••••••• P••••••• C••••••••• V•• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 Form D first sale | $133,668 as of Nov 13, 2024 | no Form D | Harvest | |
| P•••••• A••••••• S•••• C• C••••••••• F••• L• ADV: Private Equity Fund | Fund of funds | 2016 Form D first sale | $51.3M as of Sep 14, 2026 | no Form D | Harvest | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• • S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2016 Form D first sale | $30.4M as of Sep 14, 2026 | no Form D | Unknown | |
| G•••••••• M•••••••• P••••••• C••••••••• F••• a• L• ADV: Private Equity Fund | Co-investment vehicle | 2016 Form D first sale | $15.1M as of Sep 14, 2026 | $22.3M | Harvest | |
| G•••••••• P••••••• C••••••••• F•••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2016 Form D first sale | $9.0M as of Sep 14, 2026 | $10.8M | Harvest | |
| G•••••••• M•••••••• P••••••• I•• L• ADV: Private Equity Fund | Credit fund | 2015 Form D first sale | $609M as of Sep 14, 2026 | no Form D | Harvest | |
| P•••••• A••••••• S•••• C• P•••••• E••••• F••• V••• L• ADV: Private Equity Fund | Fund of funds | 2015 Form D first sale | $263M as of Sep 14, 2026 | no Form D | Harvest | |
| G•••••••• P••••••• S••••• M•••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | 2015 Form D first sale | $235M as of Sep 14, 2026 | no Form D | Harvest | |
| P•••••• A••••••• S•••••••• F••• V• L• ADV: Private Equity Fund | Fund of funds | 2015 Form D first sale | $209M as of Sep 14, 2026 | no Form D | Harvest | |
| P•••••• A••••••• R••• A••••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2015 Form D first sale | $135M as of Sep 14, 2026 | no Form D | Harvest | |
| P•••••• A••••••• C••••••••• F••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2015 Form D first sale | $46.6M as of Sep 14, 2026 | no Form D | Harvest | |
| M•••••• C•••••• F•••••• C••••••••• F••• L• S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2015 Form D first sale | $35.3M as of Sep 14, 2026 | no Form D | Unknown | |
| P•••••• A••••••• S•••• C•••••• P•••••• E••••• F••• V•• L• ADV: Private Equity Fund | Fund of funds | 2014 Form D first sale | $229M as of Sep 14, 2026 | no Form D | Harvest | |
| M•••••• C•••••• F•••••• C••••••••• F••• L•• S••••• 2••• ADV: Private Equity Fund | Co-investment vehicle | 2014 Form D first sale | $28.9M as of Sep 14, 2026 | no Form D | Unknown |
Showing 100 of 129 funds on this record. Private Equity Intelligence opens the rest of this record's rows.
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
42 current, 12 former
- Board Member, Chair · since May 1, 2023
- President · since Jan 1, 2024
- Chief E•••••••• Officer · since Jan 1, 2024
- Managing Director
- Managing Director
Full team · 42 peoplegrouped by role, with sources
Managing partner (3)
- N••• A••••••••• · Board Member, Chair · since May 1, 2023 Form ADV
- C••••••••• R• S••••••• · President · since Jan 1, 2024 Form ADV
- J••••• N•••••• · Chief E•••••••• Officer · since Jan 1, 2024 Form ADV
Partner (14)
- C•••• D•••• · Managing Director · start date unknown Firm website
- D•• B•••••• · Managing Director · start date unknown Firm website
- D••• A•••••• · Managing Director · start date unknown Firm website
- E••• H•••••• · Managing Director · start date unknown Firm website
- J••• H•••• · Managing Director · start date unknown Firm website
- J•••• H••••••• · Managing Director · start date unknown Firm website
- J•••• J•••••• · Managing Director · start date unknown Firm website
- K•••• B••••• · Managing Director · start date unknown Firm website
- M••• G••••• · Managing Director · start date unknown Firm website
- M•••••• G••••• · Managing Director · start date unknown Firm website
- R•• D••••••• · Managing Director · start date unknown Firm website
- R••• C•••••• · Managing Director · start date unknown Firm website
- R••• H••• · Managing Director · start date unknown Firm website
- S•••• S•• J••• · Managing Director · start date unknown Firm website
Principal (9)
- A••• G•••• · Director · start date unknown Firm website
- D•••• A•••••• · Director · start date unknown Firm website
- F•••• B•••• · Director · start date unknown Firm website
- I•• F•••• · S••••• Director · start date unknown Firm website
- K•• F•••••• · Director · start date unknown Firm website
- K•••• B•••••• · Director · start date unknown Firm website
- N••• A••••• · Director · start date unknown Firm website
- Z••• G•••••• · Director · start date unknown Firm website
- Z•••• H••••• · Director · start date unknown Firm website
Vice president (7)
- B•••••• B•••••• · Vice President · start date unknown Firm website
- B••••••• H••••••• · Vice President · start date unknown Firm website
- J•• G•••••• · Vice President · start date unknown Firm website
- L••• J•••••• · Vice President · start date unknown Firm website
- M••••• C•••••••• · Vice President · start date unknown Firm website
- R••• B••••• · Vice President · start date unknown Firm website
- S••• F••••• · Vice President · start date unknown Firm website
Board or advisory (5)
- A•••• M•••••• K•••••••• · Board Member · since May 1, 2023 Form ADV
- A•••••• R••••• M••••• · Board Member · since May 1, 2020 Form ADV
- F•••••• M•••••• H•••• · Board Member · since May 1, 2020 Form ADV
- J•• S••• Y••• · Board Member · since May 1, 2020 Form ADV
- T••••• A•••••••• H••••• · Board Member · since May 1, 2020 Form ADV
Platform (4)
- J••• M•••••• G•••• · S••••• Managing Director & Chief Financial Officer · since May 1, 2022 Form ADV Firm website
- K•••• J••• P•••• · Chief Compliance Officer · since Aug 1, 2023 Form ADV
- L•••••• A••••• · Head of Human Resources · start date unknown Firm website
- S• A•••• W••••• · General Counsel · since May 1, 2023 Form ADV
12 former (kept with end dates)
- A•••• M•••••• K•••••••• · Board Member, Chair · Oct 1, 2022 to May 10, 2023 Inference
- C••••••••• W•••• T••••• · Chief E•••••••• Officer, Board Member · May 1, 2020 to Jun 16, 2022 Inference
- Y••••••• H••• · Chair, Board Member · May 1, 2020 to Oct 14, 2022 Inference
- A••• V•••• P••••• · Member Of The E•••••••• Committee · May 1, 2020 to Sep 1, 2021 Inference
- C••••••••• R• S••••••• · Member Of The E•••••••• Committee · May 1, 2020 to Mar 31, 2022 Inference
- J••••••• L••• C••••• · Member Of The E•••••••• Committee · May 1, 2020 to Mar 31, 2022 Inference
- L•••• W•••••• M•••••••• · Member Of The E•••••••• Committee · May 1, 2020 to Mar 31, 2022 Inference
- T••••• M••• H••••••••• · Member Of The E•••••••• Committee · May 1, 2020 to Sep 1, 2021 Inference
- K•••• M•••••• B••• · Chief Compliance Officer · May 1, 2020 to Sep 1, 2023 Inference
- L•••• M•••••• S•••• · Vice President & General Counsel · May 1, 2020 to Mar 31, 2023 Inference
- M•••••• C••••••• K••• · Managing Director & Chief Operating Officer · Dec 1, 2021 to Sep 16, 2022 Inference
- S••• D• G••• · Managing Director & Chief Financial Officer · Dec 1, 2021 to May 16, 2022 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 10 transactions are on this record.
10 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | A•• F••••••••• | Add-on acquisition | Lender (confirmed) | not in the portfolio read | unknown | prnewswire.com |
| Apr 8, 2026 | N•••• G••• P••••••••• I••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Jul 23, 2024 | L• C• I••••••••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Jul 11, 2024 | B•• H•••••••• I••• | Growth investment | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| May 9, 2024 | B•• I••••••••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
All 10 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 11, 2026 | A•• F••••••••• | Add-on acquisition | Lender (confirmed) | not in the portfolio read | unknown | prnewswire.com |
| Apr 8, 2026 | N•••• G••• P••••••••• I••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Jul 23, 2024 | L• C• I••••••••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Jul 11, 2024 | B•• H•••••••• I••• | Growth investment | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| May 9, 2024 | B•• I••••••••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Mar 6, 2024 | W•••••• | Platform acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Jan 10, 2024 | P•• D••••• P••••••• | Add-on acquisition | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| Nov 18, 2022 | F••• S•••••• H•••••• • A•• C••••••••• I••• | Majority recapitalization | Co-investor | not in the portfolio read | unknown | cortecgroup.com |
| Jul 19, 2022 | 3• I••••••••• | Growth investment | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
| May 5, 2022 | H•••••• | Majority recapitalization | Lender (confirmed) | not in the portfolio read | unknown | mpepartners.com |
Placement agents, lenders, advisers and co-investors
43 relationships
Placement agents (43)
- N••••• D••••••••• L•• 42 shared · very strong · last Dec 5, 2025
- E•••• F•••••••• C••••••••• L•• 9 shared · very strong · last Feb 9, 2022
- M••••• S•••••• 6 shared · very strong · last Jan 1, 2020
- K•••••• I••• 4 shared · strong · last Jan 1, 2016
- K••••••• A••••••• A• 4 shared · strong · last Jan 1, 2019
- E••• P••••••• S•• 3 shared · strong · last Jan 1, 2014
- N•• Y••• L••• I••••••••• M••••••••• A••• L•••••• 3 shared · strong · last Jun 21, 2023
- M••••••• L•• 3 shared · strong · last Jan 1, 2013
- M••••••• • C•••••• L•• 3 shared · strong · last Jan 1, 2016
- B•• P•••••• S• o• B••••• o• I•• W••••• M••••••••• D••••••• 2 shared · recurring · last Jan 1, 2012
- C•• S••••••••• L• 2 shared · recurring · last Jun 21, 2023
- S•••••• S••••••••• 2 shared · recurring · last Jun 21, 2023
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jun 28, 2023
- W•••••• M•••• L•••••• 2 shared · recurring · last Jan 1, 2014
- A••••• C•••••• M••••••••• L•••••• 1 shared · one time · last Jan 11, 2024
- L• G•••• L•• 1 shared · one time · last Jan 1, 2012
- P•• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
- G••••••••• C•••••• M•••••• L•• 1 shared · one time
- P•••• C•••• 1 shared · one time · last Jan 1, 2016
- F•••••• A••••••• A•• 1 shared · one time · last Jan 1, 2014
- G••••••••• A••• L•••••• 1 shared · one time
- F•••••••• 1 shared · one time · last Jan 1, 2015
- S••• N•••• S••••••••• A••••••• I••• 1 shared · one time · last Jan 1, 2023
- A••••• C•••••• A• ••••• 1 shared · one time · last Jan 11, 2024
- A••••• I••••••••• I••••••••• S••• 1 shared · one time · last Jan 1, 2020
- P•••••••• C•••••• L••• 1 shared · one time · last Jan 1, 2020
- E•••••••• S••••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
- C••••• A••••••• 1 shared · one time · last Jan 1, 2020
- N•• Y••• L••• I••••••••• I••••••••• L••• 1 shared · one time · last Jan 1, 2013
- W•••• F•••• S••••••••• L•• 1 shared · one time · last Jan 1, 2023
- N•••••••• D••••••••• L•• 1 shared · one time · last Jan 1, 2013
- K•••• C••••••••• M•••• L•••••• 1 shared · one time · last Jan 1, 2013
- C•••••••• ••••• L•• 1 shared · one time · last Jan 22, 2025
- K••••• C•••••• L•••••• 1 shared · one time
- C••••••• L••••••••• S••••• 1 shared · one time · last Jan 1, 2019
- C••••• A••••••• 1 shared · one time · last Jan 1, 2020
- S•••••• S••••••••• 1 shared · one time
- N••••••••• B••••••• S••••••• A• 1 shared · one time · last Jan 1, 2019
- K•••• S••••••••• C••• L••• 1 shared · one time · last Feb 9, 2022
- M••• M••• J••••• P••••••• L• 1 shared · one time · last Jan 1, 2019
- B•••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2017
- S••••••••• I••••••••• G•••• L•• 1 shared · one time
- M•••• L•••••• 1 shared · one time · last Jan 1, 2016
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
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 not already shown above, of 3 most recent
- Jul 31, 2026••• Locked
- May 4, 2020••• Locked
Full timeline · 3 eventsnewest first, including the LP commitments and deals above
- Jul 31, 2026••• Locked
- Nov 18, 2022••• Locked
- May 4, 2020••• Locked
Across the graphs
A••••• C•••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Allocators.
Independent Sponsors1RIA and Wealth1Private Credit1Allocators1
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.