DFX Intelligence
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G••••••••• A••••••••• L••
Venture firm with private equity activityClassification probableUpper middle marketSEC registered investment adviser· Owings Mills, MDg•••••••••.com
Venture firm with private equity activity, running SECONDARIES, based in Owings Mills, MD.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $15B
- PE fund assets
- $9.9B
- PE funds
- 41
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Latest Form D Jun 29, 2026
- Graphs 2
- Placement agents 34
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- Upper middle marketdefined by: proxy: $9.86bn Private Equity Fund GAV on the Form ADV filed 2021-10-01
- Strategies
- SECONDARIES
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 46 sworn Venture Capital Funds against 42 P•••••• Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Oct 1, 2021
- RAUM
- $15Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 41
- PE fund GAV, latest filing
- $9.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $18Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 47%
- Fund type mix
- filed 2021-10-01, latest gav Hedge Fund $8.6M, Private Equity Fund $9.9B, Venture Capital Fund $8.3B, latest counts Hedge Fund 1, Private Equity Fund 41, Venture Capital Fund 45, lifetime distinct Hedge Fund 1, Private Equity Fund 42, Venture Capital Fund 46
- Employees
- 127
- Headquarters
- Owings Mills, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
75 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••••• V• A•••• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $114M | Fundraising |
| S•••••••• V• G••••• P••••••• X•• ••••••• L• | Feeder or parallel | 2025 Form D first sale | unknown | no reporting | $834M | Fundraising |
| S•••••••• V• G••••• P••••••• X•• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $834M | Fundraising |
| S•••••••• V• G••••• P••••••• X•• •••• S•••• S••••••••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $834M | Fundraising |
| S•••••••• V• G••••• P••••••• X•• ••• F•••••• S•••• S••••••••• | Feeder or parallel | 2025 Form D first sale | unknown | no reporting | $834M | Fundraising |
| S•••••••• V• G••••• P••••••• X••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $1.5B as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• A••• F••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $236M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• I• M••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $200M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• I• S•••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $100M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• D•••••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $78.9M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• G••••• P••••••• X••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $38.0M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• G••••• P••••••• X•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $35.0M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• D•••••••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $25.3M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• S•• U•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $15.6M as of Oct 1, 2021 | no Form D | Early deployment | |
| S•••••••• G• V•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $15.0M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• G••••• P••••••• I•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $9.9M as of Oct 1, 2021 | no Form D | Active deployment | |
| S•••••••• V• E•••• S•••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $9.5M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• A••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $7.7M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• G••••• P••••••• I•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $3.0M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• S••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Secondaries fund | 2020 first reported on Form ADV | $795M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• M•••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $148M as of Oct 1, 2021 | no Form D | Mature | |
| S•••••••• V• S•• •• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $88.7M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• S•• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $40.0M as of Oct 1, 2021 | no Form D | Active deployment | |
| S•••••••• V• S••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Secondaries fund | 2020 first reported on Form ADV | $38.1M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• S••••••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Secondaries fund | 2020 first reported on Form ADV | $27.9M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• M•••• I••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $25.8M as of Oct 1, 2021 | no Form D | Mature | |
| G••••••••• S•• V••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $15.1M as of Oct 1, 2021 | no Form D | Early deployment | |
| S•••••••• I• S••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $597M as of Oct 1, 2021 | no Form D | Active deployment | |
| G••••••••• G••••• E••••• I••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $65.0M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• M••••• M•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $47.2M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• I• M•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $858M as of Oct 1, 2021 | no Form D | Mature | |
| S•••••••• V• O••••••••• V• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $540M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G• I• •••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $534M as of Oct 1, 2021 | no Form D | Harvest | |
| A• S•••••• I••••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $355M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• G••••• E••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $348M as of Oct 1, 2021 | no Form D | Mature | |
| S•••••••• V• O••••••••• V••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $48.9M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• O••••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $534M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• G••••• E••••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $385M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G• I•• •••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $239M as of Oct 1, 2021 | no Form D | Harvest | |
| A• S•••••• I••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $160M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• O••••••••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $298M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• E••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $869M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• V••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $534M as of Oct 1, 2021 | no Form D | Unknown | |
| G••••••••• G••••• E•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $467M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $440M as of Oct 1, 2021 | no Form D | Unknown | |
| G••••••••• G••••• P••••••• I•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $131M as of Oct 1, 2021 | no Form D | Mature | |
| G••••••••• G••••• P••••••• V••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $87.7M as of Oct 1, 2021 | no Form D | Unknown | |
| S•••••••• V• O••••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $58.2M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $45.3M as of Oct 1, 2021 | no Form D | Mature | |
| S•••••••• V• O••••••••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $24.0M as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• H••••••••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $18.8M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• S•• I•• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $17.2M as of Oct 1, 2021 | no Form D | Unknown | |
| G••••••••• G••••• P••••••• I• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $16.3M as of Nov 11, 2019 | no Form D | Wound down | |
| G• B• S••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $14.5M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I••••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $8.2M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I•• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $5.5M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I••••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $1.8M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $1.3M as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $538,872 as of Oct 1, 2021 | no Form D | Harvest | |
| G••••••••• G••••• P••••••• I•••• L••• ADV: Venture Capital Fund | Fund of funds | unknown | $210,635 as of Oct 1, 2021 | no Form D | Harvest | |
| S•••••••• V• S••••••••• F••• V•••• ••••••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•• N• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• G••••• P••••••• X•• N• L• | buyout or unlabelled | unknown | unknown | no reporting | $834M | Fundraising |
| S•• 2••• V• S••••••••• I••••••••• L••• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• G••••• P••••••• X•• N• ••••••• L• | Feeder or parallel | unknown | unknown | no reporting | $834M | Fundraising |
| S•••••••• V• S••••••••• F••• V•••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• 2•••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•••• ••••••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• M•••••• I• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•• ••••••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• S••••••••• F••• V•• N• ••••••• L• | Secondaries fund | unknown | unknown | no reporting | $0 | Fundraising |
| S•••••••• V• 2••••••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| S••••••• H••••••••• I• L••• | P•••••• Equity Fund | 2012 to 2016 | $18.2M filed Apr 28, 2016 | adviserinfo.sec.gov |
Team
4 current, 2 former
Partner (1)
- L•••••• R••••••• · General Partner & Secretary · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- C••••• S•••••• M••••••• · Chief Financial Officer · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• R••••• A••••• · Chief Compliance Officer & Counsel · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• T••••••• · Coo & Treasurer · since Feb 1, 2008 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)
- C•••••• A••••• N•••••• · Shareholder · Oct 1, 2019 to Oct 1, 2021 Inference
- J•••• J•• L•• · Shareholder · Oct 1, 2019 to Oct 1, 2021 Inference
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
34 relationships
Placement agents (34)
- P•••••••• A••••••• S••••••• 10 shared · very strong · last Jan 1, 2022
- M••••• S•••••• 9 shared · very strong · last Apr 16, 2026
- L••••• P•••••• C•••••• L••• 7 shared · very strong · last Apr 16, 2026
- M••••••• G••••• I••• 7 shared · very strong · last Jan 1, 2022
- C•••••• A••••••• P••••••• N•• Z•••••• L•••••• 7 shared · very strong · last May 21, 2026
- G•••••• P••••••• C•••••• L•••••• 7 shared · very strong · last Apr 16, 2026
- L••••• P•••••• F•••• L•• 7 shared · very strong · last Apr 16, 2026
- V•• A••••••• L•• 6 shared · very strong · last Jan 1, 2022
- F•• F•••••••• C••••••••• P•• L••• 6 shared · very strong · last Jan 1, 2022
- C• A••••••• 6 shared · very strong · last Jan 1, 2022
- K•••••••• A••••••••• I••••••••• A••••••• G••• 5 shared · very strong · last Jan 1, 2022
- T•••••• G•••• L•••••• 4 shared · strong · last Jan 1, 2012
- S•••••• N••••••• • C••••••• I••••••••• 4 shared · strong · last Jan 1, 2022
- C•••••••• A•••••••• L•• 4 shared · strong · last Jan 1, 2013
- T•••••• C•••••• P•••••••• L•• 4 shared · strong · last Jan 1, 2012
- R•••••• J•••• • A••••••••• I••• 4 shared · strong · last Jan 1, 2021
- C•••••• A••••••• P••••••• 3 shared · strong · last Jan 1, 2022
- B•••••••• L•• 3 shared · strong · last Jan 1, 2022
- G•••••••• S••••• 3 shared · strong · last Jan 1, 2022
- W•••••••• S••••••••• L•• 3 shared · strong · last Jan 1, 2021
- I••••••••• P••••••• L•• 3 shared · strong · last Jan 1, 2021
- F••••••••• P•••••• C•••••• G•••• 2 shared · recurring · last Jan 1, 2022
- T•• L••••••• 2 shared · recurring · last Jan 1, 2022
- R•• C•••••• M••••••• L•• 2 shared · recurring · last Jan 1, 2022
- D••••• M•••••••• 2 shared · recurring · last Jan 1, 2022
- C•••••• A••••••••• L•• 2 shared · recurring · last Jan 1, 2013
- D••••••••• I••• 2 shared · recurring · last Jan 1, 2013
- G•••••• G••••• A••••••• L•• 2 shared · recurring · last Jan 1, 2013
- P•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2018
- S•••••• S••••••••• 2 shared · recurring · last May 20, 2026
- S••••••• P••••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2012
- C••••••• S••••• T••••••• L•• 2 shared · recurring · last Jan 1, 2012
- P••••••• G•••• I••••••••• 1 shared · one time · last Jan 1, 2016
- D••••••• I••••••••• A••••••• 1 shared · one time · last Jan 1, 2016
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
- Sep 1, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
G••••••••• A••••••••• L•• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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