DFX Intelligence
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P••••••••• P•••••••
Fund of fundsClassification probableunsizedSEC exempt reporting adviser· Beachwood, OHo•••••••••.com
Fund of funds, based in Beachwood, OH.
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
- Not established
- PE fund assets
- $12.4M
- PE funds
- 1
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to Nov 2, 2018
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $12.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $12.4Mevery 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
- 100%
- Fund type mix
- filed 2018-11-02, latest gav Private Equity Fund $12.4M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 4
- Employees
- unknown
- Headquarters
- Beachwood, OH
- 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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• O••• C•••••• F••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $111M as of Jul 9, 2012 | no Form D | Harvest | |
| P••••••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | unknown | $12.4M as of Nov 2, 2018 | no Form D | Harvest | |
| T•• P••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | unknown | $0 as of Apr 28, 2017 | no Form D | Harvest | |
| P••••••••• S•••••• V•••••• F•••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $0 as of Apr 28, 2017 | no Form D | Harvest |
Team
7 current, 5 former
Managing partner (1)
- M••••••• S•••••• R••• · President · since Nov 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- B•••••• M•••••• W•••• · Senior Vice President, Co-Chief Investment Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• M•••••• L••••• · Senior Vice President, Co-Chief Investment Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• A••••• B•••• · Vice President · since Nov 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- G••••• J••••• U••••• · Treasurer · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• D•••• N••••••• · Secretary · since Sep 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• H•••••• · Chief Compliance Officer · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- N••••••• P•••• S••••• · Chief Investment Officer · Nov 1, 2008 to Dec 4, 2014 Inference
- S••••• K•••••• K•••••• · Chief Investment Officer · May 1, 2014 to Mar 30, 2016 Inference
- J•••••• D•••• M••• · Treasurer · Mar 1, 2010 to Mar 27, 2018 Inference
- C••••••••• L•• B••••• · Vice President, Secretary · Nov 1, 2008 to Mar 26, 2013 Inference
- J••••• B• M•••••• · Vice President · Feb 1, 2000 to Mar 30, 2016 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, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
P••••••••• P••••••• is the same institution as 1 record in RIA and Wealth.
RIA 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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