DFX Intelligence
Private Equity Intelligence
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Firms / B•• P•••••••• L••
B•• P•••••••• L••
Highly customized investment strategies for High Net Worth Individuals.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 29 of 29 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $2.74bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 29 of 29 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 14, 2011 to Mar 29, 2024
- RAUM
- $28Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 27
- PE fund GAV, latest filing
- $2.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 69%
- Fund type mix
- filed 2024-03-29, latest gav Hedge Fund $3.1B, Private Equity Fund $2.7B, latest counts Hedge Fund 8, Private Equity Fund 27, lifetime distinct Hedge Fund 11, Real Estate Fund 2, Private Equity Fund 29
- Employees
- 170
- Headquarters
- New York, NY
- Office address
- 55 EAST 52ND STREET, 18TH FLOOR, New York, NY, 10055
- Business phone
- 212-313-9870
Stated criteria beside observed behaviour
5 observed deals
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
- 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
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
5 companies on the graph (0 transactions); no dated observations
Funds
29 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•• P•••••• L• • R••• A••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• L• • P•••••• E••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• L• • A••••••• R••••• L••• D••••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• L• • A••••••• R••••• L••• D••••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $133M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• L• • P•••••• E••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $113M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•• P•••••• L• • R••• A••••• C•••• • S•••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $77.9M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• A••••••• R••••• L••• D••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $249M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•• P•••••• I••••••••• F••••••••• L• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $182M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• R••• A••••• F••• V••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $159M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•• A••••••• R••••• L••• D••••••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $216M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• I••••••••• F••••••••• K• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $177M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• R••• A••••• F••• V•• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $89.0M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• P•••••• I••••••••• F••••••••• J• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $185M as of Mar 29, 2024 | no Form D | Mature | |
| B•• A••••••• R••••• L••• D••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $113M as of Mar 29, 2024 | no Form D | Mature | |
| B•• R••• A••••• F••• V• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $98.3M as of Mar 29, 2024 | no Form D | Mature | |
| B•• P•••••• I••••••••• F••••••••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $215M as of Mar 29, 2024 | no Form D | Mature | |
| B•• R••• A••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $158M as of Mar 29, 2024 | no Form D | Mature | |
| B•• A••••••• R••••• L••• D•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $69.6M as of Mar 29, 2024 | no Form D | Mature | |
| B•• P•••••• I••••••••• F••••••••• H• L• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $144M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• R••• A••••• F••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $88.1M as of Mar 29, 2024 | no Form D | Mature | |
| B•• P•••••• I••••••••• F••••••••• G• L• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $92.4M as of Mar 29, 2024 | no Form D | Unknown | |
| B•• R••• A••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $64.1M as of Mar 29, 2024 | no Form D | Harvest | |
| B•• P•••••• I••••••••• F••••••••• F• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $46.2M as of Mar 29, 2024 | no Form D | Harvest | |
| B•• R••• A••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $37.4M as of Mar 29, 2024 | no Form D | Harvest | |
| B•• P•••••• I••••••••• F••••••••• E• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $27.3M as of Mar 29, 2024 | no Form D | Mature | |
| B•• P•••••• I••••••••• F••••••••• D• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $6.1M as of Mar 29, 2024 | no Form D | Harvest | |
| B•• P•••••• I••••••••• F••••••••• C• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.7M as of Mar 29, 2024 | no Form D | Mature | |
| B•• A••••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.4M as of Jul 2, 2014 | no Form D | Wound down | |
| B•• B••••• F•••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $500,000 as of Mar 31, 2023 | no Form D | Wound down |
Team
107 current, 7 former
Partner (23)
- B••••••• S•••••• M•••••• · Partner · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• S•••• P••• · Partner · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• H••••• B•••• · Manager · since May 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M••••••• · 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)
- E••• M•••••• R••• · Manager · since May 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• B•••• N••••• · Partner · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• M• J•••• · Partner · 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)
- J••••••• G• M•••• · Partner · 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)
- J••••• A••••• M••••••• · Partner · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• R•••••• P••••••• · Partner · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M•••••• W••••••• · Partner · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• R•••••• K•••••••• · Partner · since Dec 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• S•••• G••••••• · Partner · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• C••••• F••••••• D•••• · Partner · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• K• P•••••• · Partner · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• E•••••••• N••••• · Partner · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• R•••• · Partner · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• R••••• A•••• · Partner · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••••• J•••• G••••• · Partner · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• D•••• P••••••• · Partner · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• R•• K••• · Partner · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• C•••• W•••••••• · Partner · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• C• P••• · Partner · 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)
Principal (26)
- A••• M•••••••• · Director of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• K• B••••••• · Director of Business Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• J• S••••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• A• R••• · Director of Trading · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• H• D••••••••• · Director of Portfolio & Wealth Advisory - Chicago · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• H• A••••• · Director of Portfolio Admin · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A• P•••••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M• M•••••• · Director, Head of HR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• E• R•••• · Director of Client Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• E• D•••••• · Director of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• P• M•••••••• · Director of Brand · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• F• M•••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• M• I•••• · Director of Learning and Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C• M•••••••• · Director of Data Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C• K•••••• · Director of Portfolio Management & Trading · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• P• H•• · Director of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D• D••••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• L• G•••••••• · Director of Systems Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C• Y•• · Director of T••••s & Estates · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• G• P••••• · Director, Portfolio Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• N• P•••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D• T••••• · Director of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• L• H••• · Director of Investment Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• H• H•••••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• M• D•••••• · Director of Strategic Philanthropy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• P• C••• · Director of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (31)
- A••••• J• R•••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• S• N••••• · Vice President of Project Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• G• G••••••• · Vice President of Investment Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• E• T••••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• J• T•••• · Vice President of Systems Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• J• P••••• · Vice President of Business Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• T• C••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••••• J• G•••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• D• D•••••• · Vice President of Trading · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• G• G••••• · Vice President of Systems Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••••• M• K•••••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M• G•••••••• · Vice President of Trading · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S• K••• · Vice President of Investment Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P• N•••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M• B•••• · Vice President of Portfolio Admin · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• C• P••••• · Vice President of Portfolio Admin · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• M• H••••••• · Vice President of Data Solutions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L• G••••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• E• J••••• · Vice President of Portfolio Admin · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• R• B•••••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• J• S•••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• L• C••••• · Vice President of Client Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• M••••• · Vice President of Business Analysis · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• A• C••••• · Vice President of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J• M••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• E• N••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B• A••••• · Vice President of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L• W••••• · Vice President, Portfolio & Wealth Advisory Admin Team Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• C• C•••••• · Vice President of Portfolio & Wealth Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• P• C••••••••• · Vice President of Investment Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•• W••• · Vice President of Portfolio & Wealth Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- E•••• O• M•••••••• · Vice President of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (26)
- A••• R•••• · Chief Financial Officer · 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••••• A• C••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• M••• K•••••• · Partner, Chief Operating Officer · since May 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• J• M•••••••• · Director of IT Infrastructure · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• M••• K••••• · Director of Tax & Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• P• T••••• · Director of Development & Engineering · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M• C••• · Vice President of Alternative Investment Administration and Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• X• B••• · Director of IT Infrastructure · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• H•••• · Director of Fund Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• P• H•••••• · Chief Brand Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• K• F•••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• F• H••••• · Vice President of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• S• K••••••••• · Vice President of Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• C• N•••••• · Vice President of Client Operations & Onboarding · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B• A••••• · Director of Client Operations & Onboarding · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• I•••••• · Vice President of Legal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• M•••••••• · Director of Development & Engineering · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• M••••• · Director of Fund Accounting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• W• A•••• · Partner, Chief Compliance Officer · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J• G••••• · Vice President and Senior Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• W• · Director of Information Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• T• H••••••••• · Vice President of Client Operations & Onboarding · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• J• G•••• · Director of Talent Acquisition · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M•••••• E•••••• · Partner, Chief Technology Officer · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••• J• B•••• · Vice President, Data Engineer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
7 former (kept with end dates)
- J•••••• R••• L••••• · T••••ee · Jun 1, 2007 to Dec 16, 2016 Inference
- L•••••• B• R••• · T••••ee · Jun 1, 2007 to Dec 16, 2016 Inference
- A•••••• H••••••• L••••• · Member · Dec 1, 2010 to Oct 18, 2018 Inference
- A••••• E••••• B•••• · Member · Dec 1, 2012 to Dec 16, 2016 Inference
- S•••• E•••• C•••• · Partner · Dec 1, 2018 to Jun 15, 2021 Inference
- S••• W•••••• B•••••• · Member · Dec 1, 2010 to Oct 18, 2018 Inference
- C••• M••• K••••• · Chief Financial Officer · Nov 1, 2012 to Oct 18, 2018 Inference
Portfolio
5 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| I••••••••• I••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R•••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R••••••••• s••••••••• t•• c••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| S••••••• • P•••••••• A••••••••• A•• R•••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T•••• | 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
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
- Jul 30, 2026B•• P•••••••• L••: P•••••• Equity Funds on Form ADV 27 (2024 extract) -> 33 (roster 2026-09-01)
- Nov 14, 2011B•• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B•• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent 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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