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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / O••••••••• F•••••• N••••••
O••••••••• F•••••• N••••••
Join O••••••••• F•••••• N•••••• (OFN) in financing opportunity. Learn about CDFIs and their impact in underserved communities.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-03-21
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 30, 2018 to Mar 21, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $39.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $39.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $39.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-21, latest gav Private Equity Fund $39.6M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Washington, DC
- Office address
- 901 D STREET SW, SUITE 1050, Washington, DC, 20024
- Business phone
- 202-618-6100
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
- For nearly 40 years, our team has helped OFN partners invest in CDFIs to catalyze change and create economic opportunities for people and places traditional finance doesn’t reach.
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••• t• G••• C••• I••••••••• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $25.2M as of Mar 21, 2024 | no Form D | Mature | |
| C••• C•••••••• I••••••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.4M as of Mar 21, 2024 | no Form D | Mature |
Team
12 current, 3 former
Managing partner (2)
- H••••• P•••••••• · President And Chief Executive Offficer · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H••••• P•••••••• · President and Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- D••••• W••••••• · Executive Vice President, Chief Public Policy Officer and Head of Government Affairs · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• A••• · Executive Vice President, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• ••••• a• W••••• · Senior Vice President · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• J••••• · Executive Vice President, Chief N•••••• Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- A•••• K••••••••• · Chief Strategy And Operations Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••• L••••• · Chief Financial Officer · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••• P•••• · Svp, Accounting And Finance · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• M••••• · Executive Vice President, Chief of Staff and Head of Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••• · Executive Vice President, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• F••••• · Executive Vice President, Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- L••• M••••• · President & Ceo · Mar 1, 2017 to Mar 30, 2023 Inference
- A••• K• K••••••• · Chief Lending & Investment Officer · Feb 1, 2019 to Mar 9, 2022 Inference
- A••••• G••••• · Chief Operating Officer · Oct 1, 2017 to Mar 9, 2022 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
- Sep 1, 2026Adviser CRD 299901 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Nov 30, 2018O••••••••• F•••••• N•••••• first filed Form ADV in the extract (ERA)