DFX Intelligence
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M••••••• C•••••• M••••••••• L••
CandidateClassification candidateLower middle marketSEC registered investment adviser· Anchorage, AKm•••••••••.com
Candidate, based in Anchorage, AK.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $996M
- PE fund assets
- $255M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- Placement agents 2
- RAUM $996M
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 3 Private Equity Fund(s) among 10 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.25bn Private Equity Fund GAV on the Form ADV filed 2024-04-30
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 3 Private Equity Fund(s) among 10 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Apr 30, 2024
- RAUM
- $996Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $255Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $255Mevery private fund type, latest filing
- 2024 PE fund GAV
- $255Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 30%
- Fund type mix
- filed 2024-04-30, latest gav Private Equity Fund $255M, latest counts Private Equity Fund 2, lifetime distinct Other Private Fund 7, Private Equity Fund 3
- Employees
- 10
- Headquarters
- Anchorage, AK
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
- not stated or not yet read
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
2 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••• C•••••• M•••• F••••• F••• L• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $127M as of Apr 30, 2024 | no Form D | Unknown | |
| M••••••• C•••••• M•••• F••• O••• L•••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $127M as of Apr 30, 2024 | no Form D | Mature |
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| N•••••• I••••••••• F•••• L••• | Private Equity Fund | 2020 to 2021 | $117M filed Nov 2, 2021 | adviserinfo.sec.gov |
Team
5 current, 17 former
Managing partner (1)
- R••••• G••••••• S•••••••• · Owner/President · since Feb 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- R••••• A••••• G••••• · Chief Investment Officer Of G••••• Equities · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- M•••••• R••••• M••••• · Senior Vice President · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D•••••• A••• L••• · Chief Compliance Officer · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• P••• L•••••• · Chief Operating Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
17 former (kept with end dates)
- J•••• L•••• M••••••• · Trustee M••••••• Management, Inc. Voting Trust/Shareholder (See Schedule D-Misc) · Nov 1, 2008 to Mar 30, 2023 Inference
- R••••• B•••• G••••• · Trustee R••••• B. G••••• Revocable Trust And M••••••• C•••••• M•••••••••, Inc. Voting Trust (See Schedule D-Misc) · Dec 1, 1999 to Nov 8, 2018 Inference
- J•••• M•••••• C••••• · M••••••• Management, Inc. Fourth Amended And Restated Voting Trust Dtd Dec 31, 2022 Ttee (See Schedule D-Misc) · Dec 1, 2022 to Jan 23, 2024 Inference
- S••••• R•••• G••••• · M••••••• Management, Inc. Fourth Amended And Restated Voting Trust Dtd Dec 31, 2022 Ttee (See Schedule D-Misc) · Nov 1, 2020 to Jan 23, 2024 Inference
- D••••• A•• K•••••• · Chief Operating Officer (2015) Vp (2016) · Sep 1, 2015 to Mar 11, 2019 Inference
- G•••••• F•••••• O•••••• · Chief Financial Officer, Vp · Sep 1, 2004 to Sep 29, 2017 Inference
- I•• W••••• · Chief Financial Officer · Sep 1, 2022 to Jan 23, 2024 Inference
- J••• M••••• · General Counsel · Aug 1, 2022 to Jan 23, 2024 Inference
- N••••• J••• K••••• · Chief Financial Officer · Jan 1, 2020 to Apr 6, 2022 Inference
- S•••••• A••••• F••••• · Vice President, Chief Operating Officer · Jul 1, 2011 to Feb 18, 2015 Inference
- T••••• L•• L••••• · Director Of Human Resources, Asst. Vp · May 1, 2001 to Nov 8, 2018 Inference
- D••••• A•• K•••••• · Director · Jun 1, 2019 to Mar 30, 2020 Inference
- D•••• M•••• W•••• · Director · Jan 1, 2008 to Jul 22, 2019 Inference
- D•••• M•••• W•••• · Exec. V.P., Executive Management Officer (1/08), Director (See Schedule D-Misc) · Mar 1, 1991 to Mar 11, 2019 Inference
- I•• H•••• D••••••• · Director · Jun 1, 2019 to Mar 30, 2023 Inference
- L••• I•••• S•••••• · Director · Jan 1, 2020 to Mar 30, 2023 Inference
- R•••••• J••• N•••••• · Director · Dec 1, 2019 to Mar 30, 2023 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
2 relationships
Placement agents (2)
- M••••••• C•••••• M••••• E••• L•••••• 2 shared · recurring · last Jan 1, 2018
- M•••• P••••••• L•• 1 shared · one time · last Jan 1, 2023
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
2 most recent
- Sep 1, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
M••••••• C•••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
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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