DFX Intelligence
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T•••• A•••••••• L••
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· Stamford, CT
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.5B
- PE fund assets
- $336M
- PE funds
- 7
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 8 May 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- -2funds on Form ADV
Private equity funds on its Form ADV went from 9 to 7 (-2).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 10 of 64 distinct vehicles; hedge, securitized or liquidity vehicles 54
- Size band
- Lower middle marketdefined by: proxy: $0.32bn Private Equity Fund GAV on the Form ADV filed 2024-10-29
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 10 of 64 distinct vehicles; hedge, securitized or liquidity vehicles 54
Regulatory footprint (Form ADV)RAUM $1.5B · 7 PE funds · filed Jul 15, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Jul 15, 2026
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $336Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $336Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 16%
- Fund type mix
- Hedge fund: 13 funds, $1.3B reported gross assets, 54 ever reported
- Private equity fund: 7 funds, $336M reported gross assets, 10 ever reported
- Employees
- 26
- Headquarters
- Stamford, CT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Infrastructure
- 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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
8 families, 11 vehicles on record
T•••• F••••••• D••••••••• P••• I•• L• · 1 vehicle · vintage 2023$99.2M
- T•••• F••••••• D••••••••• P••• I•• L• Fund of funds · 2023$99.2M
T•••• L• F••• L• · 1 vehicle · vintage 2022$12.4M
- T•••• L• F••• L• Fund of funds · 2022$12.4M
T•••• L••••• L• F••• L• · 1 vehicle · vintage 2022$10.2M
- T•••• L••••• L• F••• L• Fund of funds · 2022$10.2M
T•••• L••••• C••••• • D••••••••• L• · 1 vehicle · vintage 2019$204M
- T•••• L••••• C••••• • D••••••••• L• Fund of funds · 2019$204M
T•••• F••• I• S•• • E• S••••••••• P•••••••• · 3 vehicles · vintage 2022$6.3M
- T•••• F••• I• S•• • E• S••••••••• P•••••••• buyout or unlabelled · 2022$6.3M
- T•••• F••• I• S•• • F•••••• S• buyout or unlabelled · 2021$0
- T•••• F••• I• S•• • Z••• S• buyout or unlabelled · 2021$0
3 smaller families are in the full list of vehicles.
View all 11 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• F••••••• D••••••••• P••• I•• L• ADV: Private Equity Fund | Fund of funds | 2023 Form D first sale | $99.2M as of Jul 15, 2026 | $83.3M | Early deployment | |
| T•••• L• F••• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $12.4M as of Jul 15, 2026 | $17.8M | Unknown | |
| T•••• L••••• L• F••• L• ADV: Private Equity Fund | Fund of funds | 2022 Form D first sale | $10.2M as of Jul 15, 2026 | $14.7M | Unknown | |
| T•••• F••• I• S•• • E• S••••••••• P•••••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $6.3M as of Jul 15, 2026 | $0 | Harvest | |
| A••••••••• I••••••••• O••••••••• L••• • C•••• C••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $13,187 as of Feb 22, 2024 | no Form D | Wound down | |
| A••••••••• I••••••••• O••••••••• L••• • C•••• S•• I•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $0 as of Oct 29, 2024 | no Form D | Unknown | |
| T•••• F••• I• S•• • F•••••• S• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $0 as of Jul 15, 2026 | $6.8M | Harvest | |
| T•••• F••• I• S•• • Z••• S• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $0 as of Oct 29, 2024 | $4.1M | Unknown | |
| T•••• L••••• C••••• • D••••••••• L• ADV: Private Equity Fund | Fund of funds | 2019 Form D first sale | $204M as of Jul 15, 2026 | $152M | Mature | |
| T•••• S••• F••• I• L• | buyout or unlabelled | 2015 Form D first sale | unknown | no reporting | no Form D | Unknown |
| A••••••••• I••••••••• O••••••••• L••• • C•••• C••• ADV: Private Equity Fund | Feeder or parallel | 2013 Form D first sale | $4.2M as of Jul 15, 2026 | $9.5M | Active deployment |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
16 current, 8 former
- Managing Member · since Jul 1, 2020
- Co-Chief Investment Officer · since Jan 1, 2024
- Co-Chief Investment Officer · since Feb 1, 2024
- Principal · since May 1, 2015
- Principal & Head Of Credit · since Oct 1, 2024
Full team · 16 peoplegrouped by role, with sources
Managing partner (1)
- G••••• J••••• F•• · Managing Member · since Jul 1, 2020 Form ADV
Partner (2)
- C••••••••• W••••• P•••••• · Co-Chief Investment Officer · since Jan 1, 2024 Form ADV
- F•••• B•••• S•••• · Co-Chief Investment Officer · since Feb 1, 2024 Form ADV
Principal (4)
- B•••• E••••• W•••• · Principal · since May 1, 2015 Form ADV
- P•••••• P••• C•••• · Principal & Head Of Credit · since Oct 1, 2024 Form ADV
- R••• L•••••• · Principal · start date unknown Firm website
- R•••••• a• L•••••• · Principal · since Sep 1, 2011 Form ADV
Platform (7)
- A••••• M•••••• M•••••• · Principal & Chief Financial Officer · since Aug 1, 2010 Form ADV Firm website
- A••••••••• P••••• · Office Manager · start date unknown Firm website
- D••••• D••••• · Deputy Chief Financial Officer · start date unknown Firm website
- E••• L••••• · Deputy COO, Head of Operational Due Diligence · start date unknown Firm website
- I•••• T•••••• · Associate General Counsel and Compliance Officer · start date unknown Firm website
- M••••• R•••• G••••••• · Chief Compliance Officer, General Counsel · since Dec 1, 2018 Form ADV Firm website
- P••••• M•••••• L•••••• · Chief Operating Officer · since Jan 1, 2023 Form ADV Firm website
Other (2)
- G••••••• C••••• · Senior Fund Accountant · start date unknown Firm website
- J••••• R•••• · Senior Fund Accountant · start date unknown Firm website
8 former (kept with end dates)
- D••••• A••• R••• · Principal, Managing Director · Mar 1, 2007 to Jan 13, 2021 Inference
- S••••• L••••••• S•••••• · Co-Chief Investment Officer · Jan 1, 2024 to Feb 22, 2024 Inference
- S•••••• H••••• · Chief Investment Officer · Jan 1, 2021 to Jan 5, 2024 Inference
- P••• M•••• · Chief Compliance Officer · Mar 1, 2015 to Dec 21, 2018 Inference
- D•••• S••••• C•••• D••••• · Principal · May 1, 2015 to May 18, 2018 Inference
- D•••••• G••• H••••• · Principal · Dec 1, 2000 to Mar 28, 2019 Inference
- P•••• M••• D•••••• · Principal & Senior Advisor · Jun 1, 2017 to Jul 10, 2024 Inference
- T••••• L••••• H••••••• · Principal · Apr 1, 2001 to Oct 10, 2019 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- G••••• S•••• S••••••••• I••• 1 shared · one time · last Jan 1, 2022
- A•••••• A••••••• S••••••• 1 shared · one time · last Jan 1, 2021
- O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
- V••••••• M••••••••• I••• 1 shared · one time
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
Across the graphs
T•••• A•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA and Wealth1Private Credit1
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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.