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 / D•••••••• I••••••••• G••••• L••
D•••••••• I••••••••• G••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 45 of 50 distinct vehicles are sworn Private Equity Funds; 35 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $13.01bn Private Equity Fund GAV on the Form ADV filed 2024-04-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 45 of 50 distinct vehicles are sworn P•••••• Equity Funds; 35 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 16, 2012 to Apr 29, 2024
- RAUM
- $23Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 28
- PE fund GAV, latest filing
- $13Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $24Bevery private fund type, latest filing
- 2024 PE fund GAV
- $13Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 90%
- Fund type mix
- filed 2024-04-29, latest gav Hedge Fund $11B, Private Equity Fund $13B, latest counts Hedge Fund 2, Private Equity Fund 28, lifetime distinct Hedge Fund 5, Private Equity Fund 45
- Employees
- 83
- Headquarters
- San Francisco, CA
- Office address
- 1 LETTERMAN DRIVE, BUILDING D, SUITE M-500, San Francisco, CA, 94129
- Business phone
- 415-539-3105
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
44 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••••• D• H••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $29.9M as of Apr 29, 2024 | no Form D | Unknown | |
| D•••••••• O••••••••• F••• V•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $3.6B as of Apr 29, 2024 | no Form D | Unknown | |
| A•••••••• D• H•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $730M as of Apr 29, 2024 | no Form D | Early deployment | |
| S•••• C• I••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $21.5M as of Apr 29, 2024 | no Form D | Early deployment | |
| B••••••• D• I••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $693M as of Apr 29, 2024 | no Form D | Early deployment | |
| B••••• D• H••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $153M as of Apr 29, 2024 | no Form D | Early deployment | |
| D•••••• C• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $87.4M as of Apr 29, 2024 | no Form D | Unknown | |
| R•••• C• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $79.5M as of May 3, 2022 | no Form D | Wound down | |
| V•••••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $56.7M as of Apr 29, 2024 | no Form D | Unknown | |
| T•••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $13.2M as of Apr 29, 2024 | no Form D | Unknown | |
| A••••••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.1M as of Apr 29, 2024 | no Form D | Unknown | |
| R•••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $159,483 as of May 3, 2022 | no Form D | Wound down | |
| D•••••••• O••••••••• F••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.5B as of Apr 29, 2024 | no Form D | Unknown | |
| D•••••••• P•••••• O••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $348M as of Apr 29, 2024 | no Form D | Active deployment | |
| B••••• D• H••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $134M as of Apr 29, 2024 | no Form D | Unknown | |
| R••••••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $68.3M as of Apr 29, 2024 | no Form D | Unknown | |
| N•••• C• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $41.9M as of May 1, 2023 | no Form D | Wound down | |
| B••••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $28.7M as of Apr 29, 2024 | no Form D | Unknown | |
| R•••• C• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $39.0M as of Apr 29, 2024 | no Form D | Harvest | |
| D•••••••• O••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $1.7B as of Apr 29, 2024 | no Form D | Mature | |
| D•••••••• T••••••••• O••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $145M as of May 1, 2023 | no Form D | Wound down | |
| D•••••••• T••••••••• O••••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $28.8M as of May 1, 2023 | no Form D | Wound down | |
| T••• D• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $44,277 as of Jun 8, 2020 | no Form D | Wound down | |
| D•••••••• O••••••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $433M as of Apr 29, 2024 | no Form D | Harvest | |
| P••••••• D• H••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $211M as of Apr 29, 2024 | no Form D | Unknown | |
| P••••••• D• H••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $180M as of Apr 29, 2024 | no Form D | Unknown | |
| A••••• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $2.3B as of Apr 29, 2024 | no Form D | Unknown | |
| A••••• S•••• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $212M as of May 1, 2023 | no Form D | Wound down | |
| D• D•••••••• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $336,304 as of Jun 8, 2020 | no Form D | Wound down | |
| D• M•••• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $59.4M as of Apr 29, 2024 | no Form D | Mature | |
| P•••••• F• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $35.7M as of Jun 8, 2020 | no Form D | Wound down | |
| W••••• N• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $33.2M as of Feb 7, 2017 | no Form D | Wound down | |
| D•••••••• O••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $26.0M as of Apr 29, 2024 | no Form D | Harvest | |
| S•••••• L•••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $16.3M as of Apr 29, 2024 | no Form D | Mature | |
| D•••••••• T•••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $334M as of Mar 30, 2021 | no Form D | Wound down | |
| D• D•••• H•••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $41.3M as of May 3, 2022 | no Form D | Wound down | |
| D• C•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $30.3M as of Feb 7, 2017 | no Form D | Wound down | |
| C••••••• L••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $2.5M as of Feb 7, 2017 | no Form D | Wound down | |
| D• B••• I••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $116,210 as of Jun 8, 2020 | no Form D | Wound down | |
| D•••••••• O••••••••• F•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $23.3M as of May 1, 2023 | no Form D | Wound down | |
| J•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $45.9M as of Apr 29, 2024 | no Form D | Harvest | |
| F••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $11.5M as of Apr 29, 2024 | no Form D | Harvest | |
| G••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $4.1M as of Apr 29, 2024 | no Form D | Mature | |
| G••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $83,500 as of May 4, 2017 | no Form D | Wound down |
Team
5 current, 0 former
Partner (1)
- M••• •••• S••• · L•••••• Partner · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- E••• E•••••••• S•••••••• · Chief Compliance Officer · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• A••••• D••••• · Chief Financial Officer · 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)
- M•••••• P••• D••••••• · General Counsel · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•• D• R•••••••• · Chief Operating Officer · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
- May 4, 2026D•••••••• I••••••••• G••••• L••: P•••••• Equity Funds on Form ADV 28 (2024 extract) -> 37 (roster 2026-09-01)
- Feb 16, 2012D•••••••• I••••••••• G••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
D•••••••• I••••••••• G••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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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