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 / A•••••• I••••••••• P•••••••

A•••••• I••••••••• P•••••••

Buyout firmMiddle marketNew York, NYa•••••••••.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 101 of 123 distinct vehicles are sworn Private Equity Funds; 73 reported gross assets on a filing in 2022 or later
Size band: Middle marketdefined by: proxy: $1.10bn Private Equity Fund GAV on the Form ADV filed 2024-10-30
Strategies: PRIVATE CREDIT, SECONDARIES

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 101 of 123 distinct vehicles are sworn Private Equity Funds; 73 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 15, 2012 to Oct 30, 2024
RAUM: $1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 61
PE fund GAV, latest filing: $1.1Breported gross assets (Form ADV), not fund size
All private fund GAV: $1.2Bevery private fund type, latest filing
2024 PE fund GAV: $1.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 82%
Fund type mix: filed 2024-10-30, latest gav Real Estate Fund $106M, Private Equity Fund $1.1B, latest counts Real Estate Fund 13, Private Equity Fund 61, lifetime distinct Real Estate Fund 22, Private Equity Fund 101
Employees: 8
Headquarters: New York, NY
Office address: 152 WEST 57TH STREET, 47TH FLOOR, New York, NY, 10019
Business phone: 212-931-5296

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: real estate
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: minority
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

105 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
A•••••• C••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$46.2M as of Mar 15, 2024	no reporting	no Form D	Unknown
A•••••• U• D••• C••••• 2••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 year in the fund name	$45.5M as of Oct 30, 2024		no Form D	Unknown
A•••••• H•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$21.4M as of Oct 30, 2024		no Form D	Unknown
A•••••• C••••••• E••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$19.5M as of Oct 30, 2024		no Form D	Unknown
A•••••• M•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$9.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• B••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$4.4M as of Oct 30, 2024		no Form D	Unknown
A•••••• L••••••• I•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$3.9M as of Oct 30, 2024		no Form D	Unknown
S• R•••••• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$36.1M as of Oct 30, 2024		no Form D	Early deployment
A•••••• 2••• R••••••••• I•••••••• L• ADV: Private Equity Fund	Fund of funds	2023 year in the fund name	$32.8M as of Oct 30, 2024		no Form D	Early deployment
A•••••• M••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$14.0M as of Oct 30, 2024		no Form D	Early deployment
A•••••• U• D••• C••••• C• I•••••••• L• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$6.7M as of Oct 30, 2024		no Form D	Unknown
A•••••• G••••• I•••••••• L• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$4.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• T•••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$4.1M as of Oct 30, 2024		no Form D	Unknown
A•••••• S• P••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$3.7M as of Oct 30, 2024		no Form D	Early deployment
A•••••• S••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$2.6M as of Oct 30, 2024		no Form D	Early deployment
A•••••• H••• H•••• B• I•••••••• L• ADV: Private Equity Fund	Fund of funds	2023 first reported on Form ADV	$2.0M as of Oct 30, 2024		no Form D	Early deployment
A•••••• R••••••• A••••••••• F••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• I•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$32.2M as of Mar 7, 2022	no reporting	no Form D	Unknown
A•••••• C•••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$24.3M as of Oct 30, 2024		no Form D	Early deployment
A•••••• J••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$20.8M as of Oct 30, 2024		no Form D	Early deployment
A•••••• L••••••• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$15.9M as of Oct 30, 2024		no Form D	Early deployment
A•••••• E•••••••• P••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$14.5M as of Oct 30, 2024		no Form D	Unknown
A•••••• R••••••• N•• V••••••• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$13.5M as of Oct 30, 2024		no Form D	Early deployment
A•••••• E•••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$7.4M as of Oct 30, 2024		no Form D	Early deployment
A•••••• S• D••• I•••••••• L• ADV: Private Equity Fund	Credit fund	2022 first reported on Form ADV	$3.3M as of Mar 15, 2024		no Form D	Early deployment
A•••••• T••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$2.5M as of Oct 30, 2024		no Form D	Early deployment
A•••••• T•••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$1.7M as of Oct 30, 2024		no Form D	Early deployment
A•••••• C•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$753,409 as of Oct 30, 2024		no Form D	Unknown
A•••••• E•••••••• P••••••• ••••••• L• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$409,013 as of Oct 30, 2024		no Form D	Unknown
S• R•••••• I•••••••• 2••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 year in the fund name	$85.5M as of Oct 30, 2024		no Form D	Early deployment
A•••••• T••••••• I•• I•••••••• L• ADV: R••• E••••• Fund	buyout or unlabelled	2021 first reported on Form ADV	$48.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• P••••• S• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$36.4M as of May 4, 2021		no Form D	Wound down
A•••••• W••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$34.2M as of Oct 30, 2024		no Form D	Active deployment
A•••••• R••••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$22.5M as of Oct 30, 2024		no Form D	Unknown
A•••••• N•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$16.4M as of Oct 30, 2024		no Form D	Unknown
A•••••• F•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$14.9M as of Oct 30, 2024		no Form D	Unknown
A•••••• S•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$8.8M as of May 18, 2023		no Form D	Wound down
A•••••• K• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$8.6M as of Oct 30, 2024		no Form D	Active deployment
A•••••• D•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$4.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• A•••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$2.4M as of Oct 30, 2024		no Form D	Active deployment
A•••••• D••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$2.3M as of Oct 30, 2024		no Form D	Unknown
A•••••• B•••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$859,584 as of May 18, 2023		no Form D	Wound down
A•••••• L••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$68.6M as of Oct 30, 2024		no Form D	Unknown
A•••••• A••••• P••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$49.5M as of May 4, 2021		no Form D	Wound down
A•••••• P•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$45.0M as of Oct 30, 2024		no Form D	Active deployment
A•••••• P••••• S• I•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$26.5M as of Oct 30, 2024		no Form D	Mature
A•••••• V••••••• P••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$25.8M as of Mar 15, 2024		no Form D	Unknown
A•••••• V•••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$2.6M as of Oct 30, 2024		no Form D	Harvest
A•••••• C• S••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$1 as of May 4, 2021		no Form D	Wound down
A•••••• B•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$17.1M as of May 4, 2021		no Form D	Wound down
A•••••• C••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$754,564 as of May 18, 2023		no Form D	Wound down
A•••••• D•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$131,979 as of Mar 7, 2022		no Form D	Unknown
A•••••• D•• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$79,773 as of Mar 7, 2022		no Form D	Unknown
A•••••• P•••••••• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$0 as of Oct 30, 2024		no Form D	Harvest
A•••••• P•••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$102M as of Oct 30, 2024		no Form D	Harvest
A•••••• U• D••• C••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$33.3M as of Oct 30, 2024		no Form D	Unknown
A•••••• P••••• S• I• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$18.5M as of Oct 30, 2024		no Form D	Mature
A•••••• R•••••••• I• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$13.3M as of Oct 30, 2024		no Form D	Mature
A•••••• W•••••••• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$11.8M as of Oct 30, 2024		no Form D	Harvest
A•••••• V•• R••• E••••• I•••••••• L• ADV: R••• E••••• Fund	Real estate fund	2018 first reported on Form ADV	$1.3M as of Oct 30, 2024		no Form D	Harvest
A•••••• C• C••• I•• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$0 as of Apr 10, 2018		no Form D	Wound down
A•••••• R• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2018 first reported on Form ADV	$0 as of May 4, 2021		no Form D	Wound down
A•••••• C• C••• I••• I•••••••• L•• ADV: Private Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$15.0M as of Mar 6, 2017	no reporting	no Form D	Unknown
A•••••• R•••••• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$4.0M as of Oct 30, 2024		no Form D	Mature
A•••••• A•• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2017 first reported on Form ADV	$486,322 as of May 18, 2023		no Form D	Wound down
A•••••• E••••••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$274,478 as of May 4, 2021		no Form D	Wound down
A•••••• H••••••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$45,001 as of May 4, 2021		no Form D	Wound down
A•••••• C• C••• I• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$0 as of Apr 10, 2018		no Form D	Wound down
A•••••• C• C••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$0 as of Apr 10, 2018		no Form D	Wound down
A•••••• B••••• I• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2016 first reported on Form ADV	$27.8M as of Oct 30, 2024		no Form D	Unknown
A•••••• M••••• T•••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$25.6M as of Oct 30, 2024		no Form D	Harvest
M• T•••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$18.6M as of Oct 30, 2024		no Form D	Harvest
A•••••• W••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$7.9M as of Nov 10, 2016		no Form D	Wound down
A•••••• R•••••••• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2015 first reported on Form ADV	$5.0M as of Oct 30, 2024		no Form D	Harvest
A•••••• U• T•••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$385,870 as of Jun 28, 2022		no Form D	Wound down
A•••••• P••••• S• I•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$156M as of Oct 30, 2024		no Form D	Unknown
A•••••• B••••• I•••••••• L•• ADV: Private Equity Fund	Fund of funds	2013 first reported on Form ADV	$83,812 as of Feb 19, 2021		no Form D	Wound down
A•••••• A••••••• I•••••••• I• L•• ADV: Private Equity Fund	Fund of funds	2013 first reported on Form ADV	$13,130 as of Jun 28, 2022		no Form D	Wound down
A•••••• A••••• I• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$18.1M as of Oct 30, 2024		no Form D	Unknown
A•••••• G•••••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$11.9M as of Apr 10, 2018		no Form D	Wound down
A•••••• T••••• I•••••••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$9.5M as of Oct 30, 2024		no Form D	Mature
A•••••• I••• I• I•••••••• L•• ADV: R••• E••••• Fund	buyout or unlabelled	unknown	$9.2M as of Oct 30, 2024		no Form D	Harvest
A•••••• J•• C••••• H••••••• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$6.3M as of Aug 23, 2012		no Form D	Wound down
A•••••• O•••••• I••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$4.4M as of Oct 30, 2024		no Form D	Harvest
A•••••• H••••• I• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.5M as of Oct 30, 2024		no Form D	Harvest
A•••••• O•••••• I•••••••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.4M as of Oct 30, 2024		no Form D	Unknown
A•••••• I••• C• • I••••• O•• L•• ADV: R••• E••••• Fund	buyout or unlabelled	unknown	$1.8M as of Oct 30, 2024		no Form D	Harvest
A•••••• H••••• I• S•••••••• I•••••••• L•• ADV: Private Equity Fund	Secondaries fund	unknown	$1.2M as of May 4, 2021		no Form D	Wound down
G••••• F•••••• I• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$729,060 as of Apr 29, 2014		no Form D	Wound down
A•••••• O•••••• I•••••••• S••• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$392,454 as of Oct 30, 2024		no Form D	Harvest
A•••••• O•• H••• E••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$294,523 as of Oct 30, 2024		no Form D	Harvest
A•••••• E••••••••• O••••••••• F••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$273,824 as of Oct 30, 2024		no Form D	Harvest
A•••••• P•••••• R•• I•••••••• L•• ADV: R••• E••••• Fund	buyout or unlabelled	unknown	$204,886 as of Oct 30, 2024		no Form D	Harvest
A•••••• C•••••• S••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$186,628 as of Mar 7, 2019		no Form D	Wound down
I•••• C•••• P••••••• I• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$175,417 as of Mar 23, 2018		no Form D	Harvest
T•••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$118,269 as of Oct 30, 2024		no Form D	Unknown
A•••••• C•• I• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$109,677 as of May 18, 2023		no Form D	Wound down
G••••• F•••••• V• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$65,316 as of Apr 10, 2018		no Form D	Wound down
G••••• F•••••• I• L•• ADV: Private Equity Fund	Feeder or parallel	unknown	$37,510 as of Nov 10, 2016		no Form D	Wound down
C••••••••• I• V•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$26,577 as of Oct 30, 2024		no Form D	Unknown
A•••••• F••••• O•••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$16,769 as of Mar 7, 2019		no Form D	Wound down
A•••••• C• I• F••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$9,611 as of Nov 10, 2016		no Form D	Wound down
A•••••• M•••• I•••••••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1,642 as of Jul 25, 2017		no Form D	Wound down
A•••••• A••••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of May 4, 2021		no Form D	Wound down
A•••••• O•• H••• S•• I• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of May 4, 2021		no Form D	Wound down

Team

5 current, 1 former

Managing partner (2)

K•••• M•••• M••••••••• · Managing Partner · since Mar 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• M•••• M••••••••• · Founder | Managing Partner · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)

Partner (1)

J••••• N••••••• · Partner | Chief I•••••ment Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)

Platform (2)

P•••• S• A•••••• · Chief Financial Officer And Chief Compliance Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••• S• A•••••• · Chief Financial Officer | Chief Compliance Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)

1 former (kept with end dates)

N••• J••••• L••••• · Chief Compliance Officer, Partner, Chief Financial Officer · Aug 1, 2010 to Feb 19, 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

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

Mar 3, 2026
A•••••• I••••••••• P•••••••: Private Equity Funds on Form ADV 61 (2024 extract) -> 60 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 15, 2012
A•••••• I••••••••• P••••••• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness98 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9833333333333333,"evidence":"3 method: sum of component points, capped at 1.0
model score-pe-1
Research priority63 · ELEVATED: as of: 2026-09-19items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-19items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","parmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-19items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 3 days ago
Observations: 30
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

A•••••• I••••••••• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Independent Sponsors1RIA 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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