DFX Intelligence

Private Equity Intelligence

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Firms / 1••• L••• P•••••••• L•

1••• L••• P•••••••• L•

Buyout firmMiddle marketNew York, NYc•••••••••.comSEC registered investment adviser

••• Locked

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 40 of 40 distinct vehicles are sworn Private Equity Funds; 25 reported gross assets on a filing in 2022 or later
Size band: Middle marketdefined by: proxy: $3.82bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
Strategies: PRIVATE CREDIT

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 40 of 40 distinct vehicles are sworn P•••••• Equity Funds; 25 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to Mar 30, 2024
RAUM: $3.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 25
PE fund GAV, latest filing: $3.8Breported gross assets (Form ADV), not fund size
All private fund GAV: $3.8Bevery private fund type, latest filing
2024 PE fund GAV: $3.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-30, latest gav Private Equity Fund $3.8B, latest counts Private Equity Fund 25, lifetime distinct Private Equity Fund 40
Employees: 48
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

5 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: North America
Revenue: $25.0M to $500M
EBITDA: up to $75.0M
Enterprise value: not stated or not yet read
Equity check: $10.0M to $250M
Control: majority
Thesis: ••• Locked

Observed from deals on record

roles: add on 2, unknown 1, platform 2
period: to 2025-06-14, from 2021-01-12, undated holdings 3, dated observations 4
window: last 2025-06-14, first 2021-01-12
control: control 2, unknown 3
companies: 5
geography
investments: 5
seller kinds
transactions: 2
cadence by year: 2021 add ons 1, 2025 add ons 1
platform add on: add ons 2, platforms 2, add ons per platform unknown
sector known for: 3
disclosed value usd: n 0
sector distribution: count 2, share 0.4, value software, examples Monetate, Infobase, count 1, share 0.2, value aerospace defense, examples Vexos
holding period years: n 0
repeat counterparties
subsector distribution: count 2, share 0.4, value software, examples Monetate, Infobase, count 1, share 0.2, value aerospace defense, examples Vexos

5 companies on the graph (2 transactions); most in software (2); 2 platforms and 2 add-ons; observed 2021 to 2025

Funds

40 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
C•• M••••••• C•••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$10.5M as of Mar 30, 2024	no Form D	Unknown
C•• S••••• O••••••••• H•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$209M as of Mar 30, 2024	no Form D	Early deployment
C•• D••••• L• H•••••••• L• ADV: P•••••• Equity Fund	Fund of funds	2023 first reported on Form ADV	$42.1M as of Mar 30, 2024	no Form D	Early deployment
C••••• L••• C••••• P••••••• I••• L• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$299M as of Mar 30, 2024	no Form D	Early deployment
C•• W•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$291M as of Mar 30, 2024	no Form D	Early deployment
C••••• L••• S•••••••• P•••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$77.8M as of Mar 30, 2024	no Form D	Early deployment
C•• Z••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$17.0M as of Mar 30, 2024	no Form D	Unknown
Z• I• C•• I•• P•••••••• L•• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$6.9M as of Mar 30, 2024	no Form D	Early deployment
C•• S••••• O••••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$143M as of Mar 30, 2024	no Form D	Unknown
C••••• L••• P••••••• V••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$77.2M as of Mar 30, 2024	no Form D	Active deployment
C•• C•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$49.6M as of Mar 30, 2024	no Form D	Unknown
C••••• L••• C••••• P••••••• I•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$233M as of Mar 30, 2024	no Form D	Unknown
C••••• L••• P••••••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$833M as of Mar 30, 2024	no Form D	Mature
C••••• L••• P••••••• M••••• C••••• F••• I•••• L••• ADV: P•••••• Equity Fund	Credit fund	2019 first reported on Form ADV	$106M as of Mar 30, 2024	no Form D	Mature
C•• I• C••••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$31.6M as of Mar 30, 2024	no Form D	Active deployment
C••••• L••• C••••• P••••••• I•••• L••• ADV: P•••••• Equity Fund	Credit fund	2019 first reported on Form ADV	$4.8M as of Nov 25, 2019	no Form D	Wound down
C•• C••••••••• O••••••• 2•••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 year in the fund name	$233M as of Mar 30, 2024	no Form D	Mature
C••••• L••• P••••••• M••••• C••••• F••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$222M as of Mar 30, 2024	no Form D	Mature
C•• R••••• S••••••• C••••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$137M as of Mar 30, 2024	no Form D	Unknown
C••••• L••• C••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$25.0M as of Nov 25, 2019	no Form D	Wound down
C•• S• C••••••••• I• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$5.9M as of Mar 30, 2024	no Form D	Harvest
C•• S• C••••••••• I•• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$5.9M as of Mar 30, 2024	no Form D	Harvest
C••••• L••• T•••• C••••••••• P•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$159,800 as of Mar 31, 2018	no Form D	Wound down
Z• E•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$0 as of Mar 31, 2018	no Form D	Wound down
C••••• L••• P••••••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$525M as of Mar 30, 2024	no Form D	Mature
C•• P• C••••••••• P•••••••• L•• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$632,392 as of Nov 25, 2019	no Form D	Wound down
C•• 2••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2014 year in the fund name	$299,700 as of Mar 31, 2018	no Form D	Wound down
C•• 2••••••• L•• •••• C••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 year in the fund name	$33,000 as of Mar 31, 2018	no Form D	Wound down
C•• 2•••••• L•• •••••• C••••• ADV: P•••••• Equity Fund	Fund of funds	2014 year in the fund name	$14,400 as of Mar 31, 2018	no Form D	Wound down
C•• 2•••••• L•• ••••• C••••• ADV: P•••••• Equity Fund	Feeder or parallel	2014 year in the fund name	$8,700 as of Mar 31, 2018	no Form D	Wound down
C•• 2••••• L• •••• C••••• ADV: P•••••• Equity Fund	Feeder or parallel	2014 year in the fund name	$1,100 as of Mar 31, 2018	no Form D	Wound down
C•• 2••••••• L•• •••• C••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 year in the fund name	$0 as of Mar 31, 2017	no Form D	Unknown
C•• 2••••••• L•• •••••• C••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 year in the fund name	$0 as of Mar 31, 2017	no Form D	Unknown
C•• 2••••••• L•• ••••• C••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 year in the fund name	$0 as of Mar 31, 2017	no Form D	Unknown
C•• 2••••••• L•• •••• C••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 year in the fund name	$0 as of Mar 31, 2017	no Form D	Unknown
C•• 2•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2012 year in the fund name	$30.3M as of Mar 30, 2024	no Form D	Mature
C••••• L••• P••••••• I••• L• ADV: P•••••• Equity Fund	Fund of funds	unknown	$236M as of Mar 30, 2024	no Form D	Mature
Z• P•••••• E••••• F••• I• L• ADV: P•••••• Equity Fund	Fund of funds	unknown	$433,560 as of Mar 30, 2024	no Form D	Unknown
Z• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund	Fund of funds	unknown	$375,110 as of Mar 30, 2024	no Form D	Unknown
1••• L••• F•••••• C•• L•• ADV: P•••••• Equity Fund	Fund of funds	unknown	$81,500 as of Mar 31, 2018	no Form D	Wound down

Team

5 current, 4 former

Partner (3)

K•••••• L•• · Managing D•••••or · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Q•••• D••••••••• M••••• · General Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
U•••••• T•••••• M••••••• · General Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

M•••••• F•••••• H•••• · 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)

Other (1)

K•••••• S•••• E•••• · Chief Financial Offcier · 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)

4 former (kept with end dates)

E••••• •••• L•••• · Chief Compliance Officer · Feb 1, 2015 to Mar 31, 2017 Inference
L•••• A•••••• C••••• · Chief Compliance Officer · Sep 1, 2008 to Mar 31, 2015 Inference
R•• G•• · Chief Financial Officer · May 1, 2019 to Mar 30, 2024 Inference
S•••••• N•• D•• G•••••• · Chief Compliance Officer · Oct 1, 2016 to Mar 28, 2019 Inference

Portfolio

5 relationships, 2 platforms, 2 add-ons

Company	Role	Status	Invested	Held	Partner	Source
S•••••••• add-on to M•••••••	Add-on	active	Jun 14, 2025 transaction announcement	1.3 years	K•••••• L•• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F•••••••• add-on to I•••••••	Add-on	active	Jan 12, 2021 transaction announcement	5.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
I•••••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••••••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V••••	Role unknown	exited exited Jul 8, 2026	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

3 on record

Date	Type	Target	This firm’s role	Source
Jul 8, 2026	Exit to a strategic buyer	V••••	Seller (confirmed)	c•••••••••.com
Jun 14, 2025	Add-on acquisition	S••••••••	Sponsor (confirmed)	o15.com
Jan 12, 2021	Add-on acquisition	F••••••••	Sponsor (confirmed)	c•••••••••.com

Placement agents, lenders, advisers and co-investors

9 relationships

Placement agents (9)

C•• S••••••••• L• 2 shared · recurring · last Jan 1, 2016
E••••••• G•••• L••••• 2 shared · recurring · last Jan 1, 2018
G••••••••• G•••• F•• 2 shared · recurring · last Jan 1, 2020
P••••••• T•••• P•••••••• L•• 2 shared · recurring · last Jan 1, 2019
I••••••••• 1 shared · one time · last Jan 1, 2019
M••••• • C•••••• L•• 1 shared · one time · last Jan 1, 2023
P•• S••••••••• L•• 1 shared · one time · last Jan 1, 2020
B•••• L•• 1 shared · one time · last Jan 1, 2023
C••••• S••••• S••••••••• ••••• L•• 1 shared · one time · last Jan 1, 2019

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

12 most recent

Jul 8, 2026
C••••• L••• Partners Completes Sale of V•••• to East West Manufacturing
ExitFactV••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Jul 8, 2026
C••••• L••• Partners Completes Sale of V•••• to East West Manufacturing
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 31, 2026
1••• L••• P•••••••• L•: P•••••• Equity Funds on Form ADV 25 (2024 extract) -> 26 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
May 21, 2024
Echo360 Acquires Inkling to Form Premier Global Education and Corporate Learning SaaS Enterprise
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Nov 30, 2023
Instant Brands Appliances Appoints Rich Krause as Chairman of the Board of D•••••ors
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 7, 2023
Keeco Appoints Hope Margala as Chief Executive Officer
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 15, 2022
I••••••• Announces Investment by Northlane Capital Partners
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Nov 11, 2021
Z••••••• Acquires Format to Expand Services for Photographers
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 5, 2021
C••••• L••• Partners Announces the Sale of Perform[cb]
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 31, 2021
C••••• L••• Partners Successfully Completes Tender Offer for Shares of Synacor
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jan 12, 2021
I••••••• Announces Acquisition of F••••••••, Alumni Engagement and Mentoring Platform
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Feb 14, 2012
1••• L••• P•••••••• L• first filed Form ADV in the extract (IA)
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

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority54 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"••method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","description","funmethod: sum of component points, capped at 1.0
missing: stated criteria, lenders, lps
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"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

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 40
Sources: 4
Open research tasks: 11

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

1••• L••• P•••••••• 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.

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