DFX Intelligence
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A•••• C••••••• L•
CandidateClassification candidateunsizedSEC registered investment adviser· San Francisco, CAa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $20B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 0 of 13
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate
- Graphs 3
- Placement agents 3
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 0 Private Equity Fund(s) among 13 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 0 Private Equity Fund(s) among 13 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 14, 2015 to Aug 22, 2024
- RAUM
- $20Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-08-22, latest gav Real Estate Fund $5.3B, latest counts Real Estate Fund 8, lifetime distinct Hedge Fund 5, Real Estate Fund 8
- Employees
- 126
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- real estate
- 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
- roles
- unknown 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value tech enabled services, examples Tier III Data Center, count 1, share 0.077, value financial services, examples with 2+ loans
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value data processing hosting, examples Tier III Data Center, count 1, share 0.077, value financial services, examples with 2+ loans
13 companies on the graph (0 transactions); most in tech enabled services (1); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••• C••••••• L• ADV: Real Estate Fund | buyout or unlabelled | 2022 first reported on Form ADV | $439M as of Aug 22, 2024 | no Form D | Early deployment | |
| A•••• C•••••• S• O••••••• A••• L•• ADV: Hedge Fund | Feeder or parallel | 2021 first reported on Form ADV | $5.6M as of Sep 15, 2023 | no Form D | Wound down |
Team
18 current, 5 former
Managing partner (5)
- B••• W••••••• F•••••• · Managing Partner · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• D•••• T••••••• · Managing Partner · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• S•••••• W••• · Managing Partner · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• d• H••• · Chief Executive Officer & Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• R••••• D••••• · Ceo And Managing Partner · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- B•••• A••••• · Managing Director, Head of Asset Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• N••••• B•••••• · Manager · since Dec 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• A••••• K•••••••• · Sole Owner · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• F•••••• · Senior Managing Director, Head of Originations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- B•••• W••••• · Managing Director, Capital Markets & Syndication · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- M•••••• R••• · Senior Managing Director and Head of Global Capital Raising and Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (2)
- D••••• A••• S•••••• · Trustee · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• A•••••• S•••••• · Trustee · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- D•••• A••••• K••••••• · Chief Compliance Officer · since Aug 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••••• B•••• W•••••• T••••• · General Counsel · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••••• B•••• W•••••• T••••• · Managing Director, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P•••••• W•••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P•••••• W•••••••• · Chief Financial Officer · since May 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- R••••• R••••••••• · Sole Owner · Feb 1, 1999 to Mar 31, 2023 Inference
- D•••• C•••••• · Chief Financial Officer · Aug 1, 2015 to Mar 29, 2024 Inference
- D•••• L••••• R••• · Chief Compliance Officer And Director · May 1, 2015 to Jan 3, 2017 Inference
- K•••••• S•••••• · Chief Compliance Officer · Dec 1, 2016 to Aug 8, 2024 Inference
- S••••• R••••• · General Counsel · Jul 1, 2017 to Mar 31, 2022 Inference
Portfolio
13 relationships, 0 platforms, 0 add-ons
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
3 relationships
Placement agents (3)
- T•••••• C•••••••• S•••••••• L•• 1 shared · one time · last Jan 1, 2021
- H•••• W•••• S••••••••• L•• 1 shared · one time · last Jan 1, 2021
- C••••• H••• C•••••• P•••••••• I••• 1 shared · one time · last Jan 1, 2022
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
4 most recent
- Jun 11, 2026A•••• C•••••• Appoints Cynthia Holahan as Chief Marketing Officer
- Nov 11, 2025Tokio Marine’s Delphi to Acquire Majority Stake in A•••• C••••••
- Jul 25, 2024A•••• C•••••• Appoints Matt Drummond as Head of High-Yield Strategies
- Apr 14, 2015A•••• C••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
A•••• C••••••• L• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA 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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