DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / S••••• E••••• P•••••••
S••••• E••••• P•••••••
S••••• E••••• P••••••• is a technology-focused growth equity firm that invests in growing enterprise technology companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.51bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 17, 2014 to Mar 27, 2024
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $3.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $3.5B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 10
- Employees
- 47
- Headquarters
- San Mateo, CA
- Office address
- 2020 PIONEER COURT, San Mateo, CA, 94403
- Business phone
- 650-522-3300
Stated criteria beside observed behaviour
36 observed deals
Stated by the firm
- Sectors
- technology, software, infrastructure, education
- Geography
- North America, Europe
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $50.0M to $250M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 36
- period
- to 2026-04-16, from 2026-04-16, undated holdings 35, dated observations 2
- window
- last 2026-04-16, first 2026-04-16
- control
- unknown 36
- companies
- 36
- geography
- investments
- 36
- seller kinds
- transactions
- 1
- cadence by year
- 2026 other deals 1
- 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
36 companies on the graph (1 transactions); observed 2026 to 2026
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• S•••••••• A••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $9.9M as of Mar 27, 2024 | no Form D | Unknown | |
| S••••• E••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $1.5B as of Mar 27, 2024 | no Form D | Unknown | |
| S• P••••••••• 2••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 year in the fund name | $37.9M as of Mar 27, 2024 | no Form D | Early deployment | |
| S•• H•••••••• F••• I• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $29.4M as of Mar 27, 2024 | no Form D | Early deployment | |
| S••••• E••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $1.1B as of Mar 27, 2024 | no Form D | Active deployment | |
| S•• S•••••••• A••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $41.6M as of Mar 27, 2024 | no Form D | Successor fundraising | |
| S••••••••• F••• I•• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $31.9M as of Mar 27, 2024 | no Form D | Successor fundraising | |
| S•• H••••••• A••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $210M as of Nov 21, 2019 | no Form D | Wound down | |
| S••••• E••••• P••••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $811M as of Mar 27, 2024 | no Form D | Mature | |
| S•• S•••••••• A••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $14.3M as of Mar 27, 2024 | no Form D | Harvest |
Team
46 current, 0 former
Managing partner (9)
- G••••• K••••• · Co-Founder and Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••••• B•••••• · Co-Founder and Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• R••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K••• T•••••• R••••• · Managing Member · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• T•••••• R••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• N•• M••••••••• · Co-Founder and Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• N•• M••••••••• · Co-Founder, Senior Advisor · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• N•• M•••• · Co-Managing Partner, Managing Director · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• N•• M•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (9)
- A••• G••••• K••••• · Managing Director · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• L•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• B•••• · Growth Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• E•••• B•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• E•••• B•••••• · Managing Director · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• D•••••• B•••••• · Managing Director · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• H••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••••••• · Growth Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• P•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- J••• M••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• Z•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- H••••• C•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• S••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (6)
- B••••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• R•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• G••••• · Operating Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• L• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- C•••• M••••••• · Operating Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• P•••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• M••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- A•••••• D••••••• · Vice President of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (11)
- A•••••• O•••• · Lead Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• A•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• O•••••• · Vice President of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• B•••• · Senior Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• L•• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• S••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• R•••••••• · Managing Director and COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S•••••• R•••••••• · Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer, And Managing Director · since May 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• V••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S• Y•• H•••••• · M•••eting Coordinator and Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• J•••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
36 relationships, 0 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 16, 2026 | Growth investment | I••••••••• K•• | Sponsor (confirmed) | s•••••••••.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- U•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2015
- L••••• F••••• • C•• L•• 1 shared · one time · last Jan 1, 2022
- S••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2019
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
5 most recent
- Jun 30, 2026Firm S••••• Promotes C•••• L•••••• to Managing Director and P••••• S••• to CFO June 30, 2026
- Jun 30, 2026I••••••••• K•• Announces $175M S•••••••• Growth Investment led by S••••• E••••• P••••••• April 16, 2026
- Jun 30, 2026I••••••••• S••••• E••••• P••••••• Announces $140M S•••••••• Growth Investment in C•••• March 26, 2026
- Apr 16, 2026I••••••••• K•• Announces $175M S•••••••• Growth Investment led by S••••• E••••• P•••••••
- Oct 17, 2014S••••• E••••• P••••••• first filed Form ADV in the extract (IA)
Across the graphs
S••••• E••••• P••••••• 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.
Checking your plan…