DFX Intelligence

Private Equity Intelligence

Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / P••••• F•••••• L••••••

P••••• F•••••• L••••••

Buyout firmUpper middle marketGeorge Townp•••••.comSEC exempt reporting adviser

P••••• Investments is a leader in alternative asset management in Latin America with over 35 years of renowned history, a global presence, and a unique analytical approach.

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 89 of 92 distinct vehicles are sworn Private Equity Funds; 56 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $11.23bn Private Equity Fund GAV on the Form ADV filed 2024-05-07
Strategies: GROWTH EQUITY, INFRASTRUCTURE, PRIVATE CREDIT, REAL ESTATE PE

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 89 of 92 distinct vehicles are sworn P•••••• Equity Funds; 56 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: exempt reporting adviser
Form ADV filings: Apr 2, 2012 to May 7, 2024
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 43
PE fund GAV, latest filing: $11Breported gross assets (Form ADV), not fund size
All private fund GAV: $11Bevery private fund type, latest filing
2024 PE fund GAV: $11Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 97%
Fund type mix: filed 2024-05-07, latest gav Private Equity Fund $11B, latest counts Private Equity Fund 43, lifetime distinct Real Estate Fund 3, Private Equity Fund 89
Employees: unknown
Headquarters: George Town, Cayman Islands
Office address: 60 NEXUS WAY, 4TH FLOOR, CAMANA BAY, George Town, 757 KY19006
Business phone: 13456404900

Stated criteria beside observed behaviour

5 observed deals

Stated by the firm

Sectors: healthcare, food beverage, energy, transportation logistics, agriculture, software, financial services, technology, infrastructure, real estate
Geography: Europe, Latin America
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: We actively listen to our clients and invest in their investment objectives, aligning our efforts and interests to consistently meet their expectations.

Observed from deals on record

roles: unknown 5
period: to unknown, from unknown, undated holdings 5, dated observations 0
window: last unknown, first unknown
control: unknown 5
companies: 5
geography
investments: 5
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 0.2, value agriculture, examples Agrichem, count 1, share 0.2, value tech enabled services, examples Odata
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.2, value agriculture, examples Agrichem, count 1, share 0.2, value data processing hosting, examples Odata

5 companies on the graph (0 transactions); most in agriculture (1); no dated observations

Funds

86 on record, 3 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
M••••• L•••• A••••••• C•••••••• D••• F••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$720M as of May 7, 2024	no Form D	Unknown
P••••• • P•••••• E••••• F••• V•••• L• ADV: P•••••• Equity Fund	Buyout fund	2024 first reported on Form ADV	$589M as of May 7, 2024	no Form D	Unknown
P• F••• I•• A•••• P••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$156M as of May 7, 2024	no Form D	Unknown
P•• F••• V•••• •••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2024 first reported on Form ADV	$86.2M as of May 7, 2024	no Form D	Unknown
P••••• F••• 3• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$31.4M as of May 7, 2024	no Form D	Unknown
P••••• B••••• R••• E••••• F••• I•• A•• 2• L• ADV: P•••••• Equity Fund	Real estate fund	2024 first reported on Form ADV	$13.6M as of May 7, 2024	no Form D	Unknown
P••••• B••••• R••• E••••• F••• I•• A•• 1• L• ADV: P•••••• Equity Fund	Real estate fund	2024 first reported on Form ADV	$13.6M as of May 7, 2024	no Form D	Unknown
K•• G••••• F••• I• ••••••••• L••• ADV: P•••••• Equity Fund	Growth fund	2024 first reported on Form ADV	$12.7M as of May 7, 2024	no Form D	Unknown
P• F••• I• H••• C•••••••• •••••••• 2•• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$4.7M as of May 7, 2024	no Form D	Unknown
P• F••• I• H••• C•••••••• •••••••• 1•• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$4.6M as of May 7, 2024	no Form D	Unknown
P••••• I••••••••• F••• I• L•• C••••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$3.5M as of May 7, 2024	no Form D	Unknown
P••••• B••••• R••••• P••••••• F••• A•• 1• L• ADV: P•••••• Equity Fund	Real estate fund	2024 first reported on Form ADV	$0 as of May 7, 2024	no Form D	Unknown
P••• F••• V• ••••••• 2•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$949M as of May 7, 2024	no Form D	Unknown
P••• F••• V• ••••••• 1•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$944M as of May 7, 2024	no Form D	Unknown
P••• F••• I• ••••••• 2•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$428M as of May 7, 2024	no Form D	Unknown
P••• F••• I• ••••••• 1•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$359M as of May 7, 2024	no Form D	Unknown
P• F••• I•• ••••••• 1•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$133M as of May 7, 2024	no Form D	Unknown
P• F••• I•• ••••••• 2•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$128M as of May 7, 2024	no Form D	Unknown
P• F••• I• ••••••• 2•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$99.0M as of May 7, 2024	no Form D	Unknown
P• F••• I•• •••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$98.7M as of Mar 30, 2023	no Form D	Wound down
P•• F••• V•• ••••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$48.7M as of Mar 30, 2023	no Form D	Wound down
P•• F••• V•••• ••••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$30.8M as of Mar 30, 2023	no Form D	Wound down
P••• F••• I• •••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$30.6M as of Mar 30, 2023	no Form D	Wound down
P••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2022 first reported on Form ADV	$22.9M as of Mar 30, 2023	no Form D	Wound down
P••••• I••••••••• F••• I• F•••••••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2022 first reported on Form ADV	$22.2M as of Mar 30, 2023	no Form D	Wound down
P• F••• I• •••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$5.7M as of Mar 30, 2023	no Form D	Wound down
P• F••• I• ••••••• 1•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$98.4M as of May 7, 2024	no Form D	Unknown
P••• F••• V• •••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$95.0M as of Mar 30, 2023	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••• V• •••••••• S•••• L• ADV: P•••••• Equity Fund	Buyout fund	2021 first reported on Form ADV	$23.2M as of May 7, 2024	no Form D	Active deployment
P••• F••• I•• ••••••• 2•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.5M as of May 7, 2024	no Form D	Unknown
P••• F••• I•• ••••••• 1•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$834,853 as of May 7, 2024	no Form D	Unknown
P••• F••• I•• ••••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$829,335 as of May 7, 2024	no Form D	Unknown
P••• F••• I•• ••••••• F••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$373,762 as of May 7, 2024	no Form D	Unknown
P••••• B••••• R••••• P••••••• I• P••••••• F•••• L• ADV: P•••••• Equity Fund	Real estate fund	2021 first reported on Form ADV	$0 as of Mar 30, 2023	no Form D	Wound down
P••••• • P•••••• E••••• F••• V• F•••••••• L••• ADV: P•••••• Equity Fund	Buyout fund	2020 first reported on Form ADV	$564M as of Mar 26, 2021	no Form D	Wound down
P••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2020 first reported on Form ADV	$277M as of May 7, 2024	no Form D	Active deployment
P••••• • B•••••••• P•••••• E••••• F••• V• •••••••• S•••• L• ADV: P•••••• Equity Fund	Buyout fund	2020 first reported on Form ADV	$238M as of May 7, 2024	no Form D	Active deployment
P••••• • B•••••••• P•••••• E••••• F••• V• •••••••• S•••• L• ADV: P•••••• Equity Fund	Buyout fund	2020 first reported on Form ADV	$238M as of May 7, 2024	no Form D	Active deployment
P••••• I••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2020 first reported on Form ADV	$124M as of Mar 30, 2023	no Form D	Wound down
P••••• I••••••••• F••• I• F•••••••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2020 first reported on Form ADV	$91.1M as of Mar 30, 2023	no Form D	Wound down
P••••• • P•••••• E••••• F••• V• F•••••••• L••• ADV: P•••••• Equity Fund	Buyout fund	2020 first reported on Form ADV	$21.7M as of Mar 26, 2021	no Form D	Wound down
P••••• I••••••••• S••••••••• P•••••••• C•••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$0 as of Mar 26, 2021	no Form D	Wound down
P••••• • P•••••• E••••• F••• V•••• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$1.1B as of May 7, 2024	no Form D	Active deployment
P••••• • P•••••• E••••• F••• V• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$665M as of May 7, 2024	no Form D	Active deployment
P••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$246M as of Mar 30, 2023	no Form D	Wound down
P••••• I••••••••• F••• I• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$220M as of Mar 30, 2023	no Form D	Wound down
P••••• I••••••••• F••• I•• A••• C••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$24.0M as of Apr 17, 2019	no Form D	Wound down
P••••• I••••••••• F••• I•• A••• C••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$16.0M as of Apr 17, 2019	no Form D	Wound down
P••••• F••••••• F••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	2019 first reported on Form ADV	$6.3M as of Apr 17, 2019	no Form D	Wound down
P••••• • P•••••• E••••• F••• V•• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$1.1B as of May 7, 2024	no Form D	Unknown
P••••• • P•••••• E••••• F••• V• ••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$243M as of May 7, 2024	no Form D	Unknown
P••••• • P•••••• E••••• F••••• V•• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$61.6M as of Mar 31, 2018	no Form D	Wound down
A••• C••••••••• F•• M••••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$59.8M as of Apr 17, 2019	no Form D	Wound down
P••••• • P•••••• E••••• F••• V• •••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$49.8M as of Mar 31, 2018	no Form D	Wound down
P••••• I••••••••• I•• E•••••••• C•••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$37.5M as of Apr 17, 2019	no Form D	Wound down
P••••• T••••• I••••••••• F•••• d• I••••••••• E• P••••••••• M••••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$22.3M as of Apr 17, 2019	no Form D	Wound down
P••••• B•••••••• P•••••• E••••• F••• V• • F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	Buyout fund	2015 first reported on Form ADV	$1.9B as of Apr 17, 2019	no Form D	Wound down
P••••• B•••••••• P•••••• E••••• F••• V• • L••• ADV: P•••••• Equity Fund	Buyout fund	2015 first reported on Form ADV	$1.3B as of May 7, 2024	no Form D	Harvest
P••••• • B•••••••• P•••••• E••••• F••••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$575M as of May 7, 2024	no Form D	Unknown
P• B••••• P•••••• I••••••••• F••• I••••• L••• ADV: P•••••• Equity Fund	Infrastructure fund	2015 first reported on Form ADV	$159M as of Mar 31, 2018	no Form D	Wound down
P• F••• I• H••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$14.2M as of Mar 30, 2023	no Form D	Wound down
P• F••• I•• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$14.2M as of Mar 31, 2018	no Form D	Wound down
P••••• R• I•• F•••••• L• ADV: R••• E••••• Fund	Fund of funds	2015 first reported on Form ADV	$6.0M as of Mar 31, 2018	no Form D	Wound down
P• B••••• I••••••••• I•• • F•• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$1.9B as of Mar 31, 2018	no Form D	Wound down
P••••• R••• E••••• I•• • M••••••••• F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	Real estate fund	2014 first reported on Form ADV	$413M as of Apr 17, 2019	no Form D	Wound down
P••••• S•••••• O••••••••• I• F•••• d• I••••••••• E• P••••••••• M••••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$337M as of Apr 17, 2019	no Form D	Wound down
P• B••••• P•••••• I••••••••• F••• I•• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2014 first reported on Form ADV	$153M as of May 7, 2024	no Form D	Harvest
P• B••••• P•••••• I••••••••• F•••• I•• L• ADV: P•••••• Equity Fund	Infrastructure fund	2014 first reported on Form ADV	$96.9M as of May 7, 2024	no Form D	Harvest
P••••• B••••• R••• E••••• F••••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	2014 first reported on Form ADV	$32.5M as of May 7, 2024	no Form D	Mature
P• F••• I• L•• C••••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$20.7M as of Apr 17, 2019	no Form D	Wound down
P••••• B••••• R••• E••••• F••• I••• L••• ADV: P•••••• Equity Fund	Real estate fund	2014 first reported on Form ADV	$12.7M as of May 7, 2024	no Form D	Harvest
P• I• L•• C•••••••• U•• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$6.2M as of Mar 31, 2018	no Form D	Wound down
P••••• A••••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$531,636 as of Mar 30, 2023	no Form D	Wound down
P••••• B••••• R••••• P••••••• F•••• L••• ADV: P•••••• Equity Fund	Real estate fund	2014 first reported on Form ADV	$0 as of May 7, 2024	no Form D	Unknown
P••••• B••••• R••••• P••••••• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2014 first reported on Form ADV	$0 as of May 7, 2024	no Form D	Harvest
P••••• B•••••••• P•••••• E••••• F••• I• • F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$1.6B as of Apr 17, 2019	no Form D	Wound down
P• B••••• I••••••••• • F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$1.2B as of Apr 17, 2019	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••• I•• • F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$1.1B as of Mar 31, 2018	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$994M as of Mar 26, 2021	no Form D	Wound down
P• B••••• P•••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$796M as of Mar 30, 2023	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$472M as of Mar 30, 2023	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$326M as of May 7, 2024	no Form D	Harvest
P••••• R••• E••••• I• M••••••••• F•••• d• I••••••••• E• P••••••••• ADV: P•••••• Equity Fund	Real estate fund	unknown	$288M as of Apr 17, 2019	no Form D	Wound down
P••••• • B•••••••• P•••••• E••••• F••••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$145M as of Apr 17, 2019	no Form D	Wound down
P• B••••• P•••••• I••••••••• F••• I• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$106M as of May 7, 2024	no Form D	Harvest
P••••• B••••• R••• E••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$5.4M as of May 7, 2024	no Form D	Harvest

Gross assets by year from the annual reporting tape

These 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	Latest reported GAV	Source
P••••• I••••••••• I• F•••• d• I••••••••• E• P••••••••• M•••••••••	P•••••• Equity Fund	2018 to 2019	$757M filed Apr 17, 2019	adviserinfo.sec.gov
H••• C••••••••• • F••	P•••••• Equity Fund	2015 to 2019	$126M filed Apr 17, 2019	adviserinfo.sec.gov
E•••••••• C••••••••• F•••• d• I••••••••• E• P••••••••• M•••••••••	P•••••• Equity Fund	2018 to 2019	$16.1M filed Apr 17, 2019	adviserinfo.sec.gov

Team

10 current, 4 former

Principal (10)

A•••••••• T••••••• A•••••••• S•••• · S•••••• Director · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A•••• F••••• S•••• · Director · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A•••• M••••••• C•••••• D•••••• · Director · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
F••••••• J••• T•••• M••••••• · Director · 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)
J••• A•••••• G•••••••• d• A••••• T••••••• · Director · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L••• A••••• V••••• E••••• · Director · 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)
M•••••• A•••••• S••••••• · Director · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••• N••••• D••••••••• · S•••••• Director · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
O•••••• M•••••••• N••• · S•••••• Director · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• L••••• S••••••• · Director · since May 1, 2021 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)

L••• F••••••• E•••••••• L•••• · Director · Nov 1, 2010 to Mar 28, 2014 Inference
L••• O••••• R••• M•••••••• · Director · Jun 1, 2007 to Mar 31, 2017 Inference
O••••• L•••• C••••••• B••••• N••• · Director · Jun 1, 2007 to Mar 28, 2024 Inference
P•••• E•••••• d• F•••••• C•••••• · Director · May 1, 2021 to May 7, 2024 Inference

Portfolio

5 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
A•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• n•••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• S•••••• S••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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

15 relationships

Placement agents (15)

P••• H••• G•••• L•• 13 shared · very strong · last Jan 1, 2017
B•••• M•••• 9 shared · very strong · last Jan 1, 2018
F•••• C•••••• S••••••••• L•• 7 shared · very strong · last Jan 1, 2017
C•••• C•••••• L•• 5 shared · very strong · last Jan 1, 2020
G•••••• F••••• 3 shared · strong · last Jan 1, 2017
U•• F•••••••• S••••••• I••• 3 shared · strong · last Jan 1, 2017
L••••••••• S••••••••• U• L•• 3 shared · strong · last Jan 1, 2017
P•••••••• 2 shared · recurring · last Jan 1, 2017
I••• 2 shared · recurring · last Jan 1, 2017
C••••••• 2 shared · recurring · last Jan 1, 2017
L•• 2 shared · recurring · last Jan 1, 2017
R••••••• 2 shared · recurring · last Jan 1, 2017
C••••••• 1 shared · one time · last Jan 1, 2017
B•••• S••••• 1 shared · one time · last Jan 1, 2017
M• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2017

LP commitments

4 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in P••••• B•••••••• P•••••• E••••• F••• V• • L••• $150M calpers.ca.gov
N•• Y••• S•••• C••••• R••••••••• F••• in P••••• • B•••••••• P•••••• E••••• F••• I•• L••• $75.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in P••••• • B•••••••• P•••••• E••••• F••• I•• L••• $75.0M osc.ny.gov
A••••• P•••••••• F••• C••••••••• in P••••• • P•••••• E••••• F••• V•• L••• $75.0M apfc.org

Events

2 most recent

Mar 24, 2026
P••••• F•••••• L••••••: P•••••• Equity Funds on Form ADV 43 (2024 extract) -> 45 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Apr 2, 2012
P••••• F•••••• L•••••• first filed Form ADV in the extract (ERA)
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

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority62 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: 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
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: partners, transactions, lenders, cross dfx
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

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 36
Sources: 3
Open research tasks: 1

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

P••••• F•••••• L•••••• is the same institution as 2 records in Allocators and Real Estate Funds.

Allocators1Real 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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