DFX Intelligence
Private Equity Intelligence
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Firms / B••••••• A•••••••• L•
B••••••• A•••••••• L•
Buyout firmMiddle marketBoston, MASEC registered investment adviser
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 40 of 59 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.57bn Private Equity Fund GAV on the Form ADV filed 2024-07-31
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 40 of 59 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 6, 2016 to Jul 31, 2024
- RAUM
- $12Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 27
- PE fund GAV, latest filing
- $2.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 68%
- Fund type mix
- filed 2024-07-31, latest gav Hedge Fund $1.1B, Real Estate Fund $321M, Private Equity Fund $2.6B, Venture Capital Fund $47.3M, latest counts Hedge Fund 7, Real Estate Fund 3, Private Equity Fund 27, Venture Capital Fund 3, lifetime distinct Hedge Fund 13, Real Estate Fund 3, Private Equity Fund 40, Venture Capital Fund 3
- Employees
- 26
- Headquarters
- Boston, MA
- Office address
- 200 CLARENDON STREET, Boston, MA, 02116
- Business phone
- 617-516-2318
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
41 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $20.9M as of Jul 31, 2024 | no Form D | Unknown | |
| B••• D••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $3.4M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• C••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $104M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• W•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $86.0M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• I•••••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $29.1M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• L••• S••••••• A••••••••• I••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $18.3M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• C••••• •• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.7M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• I•••••••• •• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.3M as of Jul 31, 2024 | no Form D | Early deployment | |
| B••• N••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $106M as of Jul 31, 2024 | no Form D | Active deployment | |
| B••• T••• O••••••••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $19.7M as of Jul 31, 2024 | no Form D | Active deployment | |
| B••• R••• E••••• A••••••••• ADV: R••• E••••• Fund | Real estate fund | 2019 first reported on Form ADV | $296M as of Jul 31, 2024 | no Form D | Active deployment | |
| B••• A••••••••• V•• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $290M as of Jul 31, 2024 | no Form D | Active deployment | |
| B••• R••• E••••• A••••••••• •• ADV: R••• E••••• Fund | Real estate fund | 2019 first reported on Form ADV | $21.2M as of Jul 31, 2024 | no Form D | Active deployment | |
| B••• L••• S••••••• A••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $181M as of Jul 31, 2024 | no Form D | Unknown | |
| B••• D••••• I••••• A••••••••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $112M as of Jul 31, 2024 | no Form D | Unknown | |
| B••••••• R••• A••••• F••• 2•••• L••• ADV: Private Equity Fund | Fund of funds | 2017 year in the fund name | $41.1M as of Jul 31, 2024 | no Form D | Mature | |
| B••• Q•••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $23.4M as of Jul 31, 2024 | no Form D | Mature | |
| B••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $13.3M as of Jul 31, 2024 | no Form D | Harvest | |
| C•••••••• I••••••••• P••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $990M as of Jul 31, 2024 | no Form D | Unknown | |
| C•••••••• I••••••••• P••••••• I••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $114M as of Jul 31, 2024 | no Form D | Unknown | |
| B••• T•••• A••••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $89.1M as of Jul 31, 2024 | no Form D | Mature | |
| B••• A••••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $81.5M as of Jul 31, 2024 | no Form D | Harvest | |
| C•••••••• I••••••••• S••••• ADV: Private Equity Fund | Fund of funds | unknown | $77.0M as of Jul 31, 2024 | no Form D | Harvest | |
| C•••••••• T•••• I••••••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $69.0M as of Jul 31, 2024 | no Form D | Mature | |
| B••••••• R••• A••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $49.1M as of Jul 31, 2024 | no Form D | Harvest | |
| B••• A••••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $24.7M as of Jul 31, 2024 | no Form D | Harvest | |
| B••• J••••••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $10.1M as of Sep 8, 2016 | no Form D | Wound down | |
| B••• T•••• A••••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $6.2M as of Sep 8, 2016 | no Form D | Wound down | |
| B••• A••••••••• I•••• ADV: Private Equity Fund | Feeder or parallel | unknown | $4.8M as of Jul 31, 2024 | no Form D | Harvest | |
| B••• T•••• A••••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $2.3M as of Jul 31, 2024 | no Form D | Harvest | |
| B••• T•••• A••••••••• I•••• ADV: Private Equity Fund | Feeder or parallel | unknown | $2.0M as of Jul 31, 2024 | no Form D | Harvest | |
| B••• A••••••••• I••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $1.6M as of Sep 8, 2016 | no Form D | Wound down | |
| B••• A••••••••• I• E•••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $472,000 as of Oct 31, 2018 | no Form D | Wound down | |
| B••• A••••••••• I••• ADV: Private Equity Fund | Feeder or parallel | unknown | $193,000 as of Mar 31, 2021 | no Form D | Wound down | |
| B••• T•••• A••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $170,000 as of Mar 31, 2017 | no Form D | Wound down | |
| B••• A••••••••• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $169,000 as of Mar 31, 2017 | no Form D | Wound down | |
| B••• A••••••••• I••• ADV: Private Equity Fund | Feeder or parallel | unknown | $143,000 as of Oct 31, 2018 | no Form D | Wound down | |
| B••• A••••••••• I• B••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $119,000 as of Oct 31, 2018 | no Form D | Wound down | |
| B••• T•••• A••••••••• I• B••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $67,000 as of Mar 31, 2017 | no Form D | Wound down | |
| B••• T•••• A••••••••• I••• ADV: Private Equity Fund | Feeder or parallel | unknown | $26,000 as of Mar 31, 2017 | no Form D | Wound down | |
| B••• A••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2,000 as of Mar 31, 2023 | no Form D | Wound down |
Team
9 current, 8 former
Partner (6)
- C••••••••• G•••••• G•••• · Partner · 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)
- C•••• J•••• C••••••• · Partner, Partner Investments · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• B••••••• G•••• · Partner · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• P•••••• C••••••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• S•••• L••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• d• C••••• W••• · Partner · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- C••• M••••••• L••••• · Partner & Chief Financial Officer, Coinvest, Gp & Partner Services · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• W•••••• J••••••• · Deputy General Counsel & Head Of Partner Tax, B••• C•••••• · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• F••••••• W•••••• · Partner & Chief Compliance Officer, B••• C•••••• · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- D••••• M••••••• P•••• · Partner · Oct 1, 1999 to Mar 30, 2018 Inference
- J•••••• B••••• H•••••• · Member · Jan 1, 2008 to Jul 29, 2016 Inference
- J••••• B••••••••• · Partner · Oct 1, 1984 to Mar 31, 2023 Inference
- M•••••• A••• K••••• · Partner · Dec 1, 1997 to Mar 31, 2022 Inference
- S••• M•••••• D•••••• · Partner · Jan 1, 2005 to Mar 29, 2019 Inference
- S•••••• G••••• P••••••• · Partner · Sep 1, 1989 to Mar 31, 2023 Inference
- S••••• W•••••• B••••• · Partner · Jan 1, 2001 to Mar 31, 2021 Inference
- W•••••• E••••• P••••••••• I• · Member · Jan 1, 2002 to Jul 29, 2016 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Mar 31, 2026B••• C•••••• Asset Management, LP: Private Equity Funds on Form ADV 27 (2024 extract) -> 30 (roster 2026-09-01)
- Jan 6, 2016B••••••• A•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
B••••••• A•••••••• L• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Real 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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