DFX Intelligence
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A••••••• L••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NYa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $9.4B
- PE fund assets
- $9.4B
- PE funds
- 18
- Investments held
- 1 of 13
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors healthcare
- Last 12 months 1Most recent 8 months agoPlatform deals 1
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $9.41bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 29, 2024
- RAUM
- $9.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 18
- PE fund GAV, latest filing
- $9.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $9.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $9.4B, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 20
- Employees
- 32
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- healthcare
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 12, platform 1
- period
- to 2026-01-06, from 2026-01-06, undated holdings 12, dated observations 2
- window
- last 2026-01-06, first 2026-01-06
- control
- control 1, unknown 12
- companies
- 13
- geography
- investments
- 13
- seller kinds
- corporate parent 1
- transactions
- 1
- cadence by year
- 2026 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.154, value healthcare it, examples Tegria Services Group, Inc., Clearwater Security and Compliance
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.154, value healthcare it, examples Tegria Services Group, Inc., Clearwater Security and Compliance
13 companies on the graph (1 transactions); most in healthcare it (2); 1 platforms and 0 add-ons; observed 2026 to 2026
Funds
20 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• H••••• P••••••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.7B as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• H••••• P••••••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $814M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $80.5M as of Mar 29, 2024 | no Form D | Unknown | |
| A••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $50.5M as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• V••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $40.5M as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• V• T••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $40.5M as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• V•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $64.4M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•••••• V•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $43.9M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•••••• P•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $43.1M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•••••• V•••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $27.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•••••• P•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $14.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•••••• H••••• P••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.9B as of Mar 29, 2024 | no Form D | Active deployment | |
| A•••••• H••••• P••••••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $897M as of Mar 29, 2024 | no Form D | Active deployment | |
| A•••••• H••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.2B as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• C••••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $376M as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••• C••••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $261M as of Mar 29, 2024 | no Form D | Mature | |
| A•••••• H••••• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $760M as of Mar 29, 2024 | no Form D | Mature | |
| A•••••• H••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $30.7M as of Mar 29, 2024 | no Form D | Harvest | |
| A•••••• H••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $23.3M as of Jun 29, 2018 | no Form D | Wound down | |
| A•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $768,755 as of Jun 29, 2018 | no Form D | Wound down |
Team
3 current, 2 former
Partner (2)
- D••••• G•••• T•••• · Member · since May 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• E••••• A••••••••• · Member · since May 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C•••••• T••••••• M•••••• · Chief C••••••••• Officer · since Apr 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- M•••••• J•• K••••• · Member · May 1, 2007 to Mar 29, 2018 Inference
- P•••• L•• D••• · Chief C••••••••• Officer · Jan 1, 2012 to Apr 1, 2017 Inference
Portfolio
13 relationships, 1 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 6, 2026 | Platform acquisition | T••••• S••••••• G••••• I••• | Sponsor (confirmed) | a•••••••••.com |
| Oct 8, 2025 | Exit to a strategic buyer | C••••••••• S••••••• a•• C••••••••• | Seller (confirmed) | a•••••••••.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (5)
- J• M••••• S••••••••• L•• 4 shared · strong · last Jan 1, 2024
- P••••••••• S••••••••• L•• ••••• A•• E••••• S•••• C••••• 2 shared · recurring · last Jan 1, 2012
- P••••••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2014
- U•• F•••••••• S••••••• I••• 1 shared · one time · last Jan 1, 2014
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 1 shared · one time · last Jan 1, 2012
Financial advisers (1)
- C••••••••• A•••••••• I••• 1 shared · one time · last Jan 6, 2026
Legal advisers (2)
- A••••• • P••••• 1 shared · one time · last Jan 6, 2026
- K••••••• • E•••• L•• 1 shared · one time · last Jan 6, 2026
LP commitments
5 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in A•••••• H••••• P••••••• V•• L••• $175M osc.ny.gov
- N•• J••••• D••••••• o• I••••••••• in A•••••• H••••• P••••••• V• L••• $100M nj.gov
- N•• J••••• D••••••• o• I••••••••• in A•••••• H••••• P••••••• V•• L••• $150M nj.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in A•••••• H••••• P••••••• V•• L••• $40.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in A•••••• H••••• P••••••• V•• L••• $40.0M lacers.org
Events
12 most recent
- Sep 14, 2026September 14, 2026 A•••••• Appoints Jeffrey P. DiLisi, M.D., M.B.A., as Operating Partner New York, NY – A••••••• L•• (collectively with its affiliates, “A••••••”) is pleased to announce the appointment of Jeffrey P. DiLisi, M.D., M.B.A., [...] Read Article
- Jul 6, 2026July 6, 2026 A•••••• to Acquire Clarivate’s Life Sciences & H•••••care Business New York, NY - A••••••• L•• (collectively with its managed funds, “A••••••”), today announced that it has entered into a definitive agreement to [...] Read Article
- Jun 11, 2026June 11, 2026 A•••••• Appoints Ger Brophy, Ph.D., as Operating Partner New York, NY - A••••••• L•• (collectively with its affiliates, “A••••••”) is pleased to announce the appointment of Ger Brophy, Ph.D., as an [...] Read Article
- Jun 8, 2026June 8, 2026 T••••• Names Craig Mengert as Chief Executive Officer Spokane, WA - T••••• announced today the appointment of Craig Mengert as Chief Executive Officer. Mengert will also join T•••••’s Board of Directors [...] Read Article
- Mar 31, 2026A••••••• L••: Private Equity Funds on Form ADV 18 (2024 extract) -> 19 (roster 2026-09-01)
- Jan 6, 2026A•••••• Acquires T••••• New York, NY - A••••••• L•• (collectively with its managed funds, “A••••••”), announced today that it has completed the acquisition of T••••• [...] Read Article
- Jan 6, 2026January 6, 2026 A•••••• Acquires T••••• New York, NY - A••••••• L•• (collectively with its managed funds, “A••••••”), announced today that it has completed the acquisition of T••••• [...] Read Article
- Oct 8, 2025A•••••• Closes Sale of C••••••••• New York, NY - A••••••• L•• announced today that it has completed the sale of C••••••••• S••••••• a•• C••••••••• (“C•••••••••”) to Sunstone Partners. [...] Read Article
- Oct 8, 2025October 8, 2025 A•••••• Closes Sale of C••••••••• New York, NY - A••••••• L•• announced today that it has completed the sale of C••••••••• S••••••• a•• C••••••••• (“C•••••••••”) to Sunstone Partners. [...] Read Article
- May 7, 2025May 7, 2025 A•••••• Completes the Combination of Minaris and Advanced Therapies New York, NY - A••••••• L•• (collectively with its managed funds, “A••••••”), announced today that it has completed the combination of its operating [...] Read Article
- Jan 21, 2025January 21, 2025 Minaris Appoints Global Leadership Team Members Allendale, NJ – Minaris announced today the appointments of Dr. Eytan Abraham as Chief Commercial and Technology Officer, Darwin Richardson as Chief [...] Read Article
- Feb 10, 2012A••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
A••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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