DFX Intelligence
Private Equity Intelligence
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Firms / T•• C••••• G••••• L••
T•• C••••• G••••• L••
Fund of funds · probableLower middle marketBoston, MAt•••••••••.comSEC registered investment adviser
At Focus, we offer a personalized approach to wealth management, built around your goals, your values, and the life you're building.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-11-25
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 8 of 8 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 9, 2011 to Nov 25, 2024
- RAUM
- $21Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $185Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $850Mevery private fund type, latest filing
- 2024 PE fund GAV
- $9.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 55%
- Fund type mix
- filed 2024-11-25, latest gav Hedge Fund $71.7M, Real Estate Fund $10.0M, Other Private Fund $583M, Private Equity Fund $185M, latest counts Hedge Fund 2, Real Estate Fund 1, Other Private Fund 5, Private Equity Fund 10, lifetime distinct Hedge Fund 3, Real Estate Fund 1, Other Private Fund 5, Private Equity Fund 11
- Employees
- 1,390
- Headquarters
- Boston, MA
- Office address
- ONE BOSTON PLACE, 11TH FLOOR, 201 WASHINGTON STREET, Boston, MA, 02108
- Business phone
- 617-723-8200
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- financial services
- 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 35
- period
- to unknown, from unknown, undated holdings 35, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 35
- companies
- 35
- geography
- investments
- 35
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.057, value financial services, examples All Wealth Management Services, Tax Preparation Services
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.057, value financial services, examples All Wealth Management Services, Tax Preparation Services
35 companies on the graph (0 transactions); most in financial services (2); no dated observations
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• P•••••• C••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $1.9M as of Nov 25, 2024 | no Form D | Unknown | |
| G• L••••••••• L• ADV: Other P•••••• Fund | Fund of funds | 2024 first reported on Form ADV | $0 as of Nov 25, 2024 | no Form D | Unknown | |
| T•• P•••••• C••••• 2••• ••••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of Nov 25, 2024 | no Form D | Unknown | |
| N•• P••••••••• B••••••• P•••••••• L• ADV: Other P•••••• Fund | Fund of funds | 2022 first reported on Form ADV | $265M as of Nov 25, 2024 | no Form D | Unknown | |
| N•• P••••••••• O•••••• B••••••• P•••••••• L• ADV: Other P•••••• Fund | Fund of funds | 2022 first reported on Form ADV | $220M as of Nov 25, 2024 | no Form D | Early deployment | |
| T•• D••••••••• S••••••••• F•••• L••• ADV: Other P•••••• Fund | Fund of funds | 2022 first reported on Form ADV | $65.5M as of Nov 25, 2024 | no Form D | Early deployment | |
| N•• P••••••••• I••••••••• P•••••••• L• ADV: Other P•••••• Fund | Fund of funds | 2022 first reported on Form ADV | $32.6M as of Nov 25, 2024 | no Form D | Early deployment | |
| T•• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $8.0M as of Nov 25, 2024 | no Form D | Early deployment |
Team
25 current, 11 former
Managing partner (6)
- A••• L••••••• B•••••••• · Chief Executive Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• W•••••• K••• · President Of C••••• I••••••••• M••••••••• & Chief Investment Officer · since Oct 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• C••••••••• F•••• · Co-President · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• J••••• R•••• · Vice-Chair And Co-President · 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)
- S••••• A•• R••• · President, C••••• Wealth Management · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z••••• I••••••• · Co-President · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- G•••••• A•••••• · Regional Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- R••••• A••••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• A•••• · Associate Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (7)
- J•••• A••••••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A••••••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• A•••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• A•••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A•••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• A••••••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• A•••• · Senior Wealth Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (3)
- D••••• A••••••• · Client Service S••••••ist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• A•••• · Client Service S••••••ist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• A•••••• · Manager, Client Service · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- D••••• M••• A••••••• · Chief Financial Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• K•••• B•••••• · Chief O•••••••• Officer · since Oct 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• C• S•••••• · Chief Compliance Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• A••• S••••••• · General Counsel · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••••• J••• P••• · Chief Legal & Risk Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•••••• J••••• G••••• · Deputy Chief Comp. Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
11 former (kept with end dates)
- M•••••• J•••••• N•••••••• · Chair & Ceo · Oct 1, 2011 to Jul 10, 2024 Inference
- N••••• G••••• L•• · Managing Director, Metro Ny Offices & President, C••••• Family Office · Oct 1, 2013 to Apr 2, 2018 Inference
- R••••• J•••• G•••••• · Vice Chair · Jul 1, 2012 to Feb 10, 2022 Inference
- R••••• J••••• R•••• · President And Vice Chairman · Oct 1, 2018 to Mar 31, 2023 Inference
- S•••••• R••••• S••••••• · President Of Client Services And Senior Wealth Advisor · Jan 1, 2015 to Feb 10, 2022 Inference
- S•••••• T••••• S••••• · President Of C••••• Wealth Management And Senior Wealth Advisor · Oct 1, 2011 to Mar 4, 2024 Inference
- R•••••• D•••• S•••••••• · Chief M•••et Strategist · May 1, 2019 to Feb 10, 2022 Inference
- C••• P••• G••••• · Managing Director And Senior Financial Counselor · Jul 1, 2012 to Apr 2, 2018 Inference
- E•••••••• L••••• T••••• · Managing Director And Senior Wealth Advisor · Oct 1, 2011 to Feb 10, 2022 Inference
- J••• C••••••••• W•••• · Chief Administrative Officer · Mar 1, 2015 to Mar 31, 2021 Inference
- T•••• A•• F••••• · Chief Financial Officer · Jan 1, 2015 to Jul 10, 2024 Inference
Portfolio
35 relationships, 0 platforms, 0 add-ons
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
3 most recent
- Sep 14, 2026F•••• Named to Kansas City B••••••• Journal’s Investment Advisers List
- Apr 30, 2026F•••• Partners Wealth, LLC: P•••••• Equity Funds on Form ADV 10 (2024 extract) -> 4 (roster 2026-09-01)
- Nov 9, 2011T•• C••••• G••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T•• C••••• G••••• L•• is the same institution as 6 records in Family Offices, Independent Sponsors, Venture Capital, RIA and Wealth, Private Credit and Real Estate Funds.
Family Offices1Independent Sponsors1Venture Capital1RIA and Wealth1Private Credit1Real 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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