DFX Intelligence
Private Equity Intelligence
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Firms / S•••••••• I••••••••• M••••••••• L••
S•••••••• I••••••••• M••••••••• L••
Fund of funds · probableLower middle marketArlington, VAs•••••••••.comSEC registered investment adviser
S•••••••• Investment Group® has been at the forefront of the Outsourced Chief Investment Office (OCIO) model since 1987, helping shape the evolution of OCIO services for mission‑driven institutions and family offices.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 11 of 16 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.74bn Private Equity Fund GAV on the Form ADV filed 2024-09-24
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 11 of 16 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Sep 24, 2024
- RAUM
- $27Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $737Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $8.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $737Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 42%
- Fund type mix
- filed 2024-09-24, latest gav Hedge Fund $3.5B, Real Estate Fund $5.0M, Other Private Fund $3.8B, Private Equity Fund $737M, latest counts Hedge Fund 4, Real Estate Fund 1, Other Private Fund 8, Private Equity Fund 9, lifetime distinct Hedge Fund 6, Real Estate Fund 2, Other Private Fund 13, Private Equity Fund 15
- Employees
- 99
- Headquarters
- Arlington, VA
- Office address
- 1001 19TH ST. N.,17TH FL., Arlington, VA, 22209-1722
- Business phone
- 703-243-4433
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- education
- 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
16 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••• a• s••••• o• S•••••••• B••••• S••••• F•••• L••• | Buyout fund | 2025 Form D first sale | unknown | no reporting | $404M | Fundraising |
| S••••• a• s••••• o• S•••••••• V•••••• S••••• F•••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $106M | Fundraising |
| S••••• a• s••••• o• S•••••••• R••• E••••• S••••• F•••• L••• | Real estate fund | 2025 Form D first sale | unknown | no reporting | $214M | Fundraising |
| S••••• a• S••••• o• S•••••••• B••••• S••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $16.6M as of Sep 24, 2024 | no Form D | Unknown | |
| S••••• a• S••••• o• S•••••••• V•••••• S••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $4.9M as of Sep 24, 2024 | no Form D | Unknown | |
| S••••• a• S••••• o• S•••••••• B••••• S••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $36.8M as of Sep 24, 2024 | no Form D | Early deployment | |
| S••••• a• S••••• o• S•••••••• V•••••• S••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $10.5M as of Sep 24, 2024 | no Form D | Early deployment | |
| P•• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $291M as of Nov 12, 2020 | no Form D | Wound down | |
| F•• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $2.0M as of Nov 12, 2020 | no Form D | Wound down | |
| S•••••••• P•••••• E••••• F••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $480M as of Sep 24, 2024 | no Form D | Unknown | |
| S•••••••• P•••••• E••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $177M as of Sep 24, 2024 | no Form D | Harvest | |
| S•• P•••••• E••••• V•••••• F••• 2•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2001 year in the fund name | $984,739 as of Sep 24, 2024 | no Form D | Unknown | |
| S•••••••• P•••••• E••••• F••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | unknown | $8.2M as of Sep 24, 2024 | no Form D | Harvest | |
| S•••••••• I••••••••• G•••• V•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $3.8M as of Mar 30, 2012 | no reporting | no Form D | Unknown |
| S•••••••• P•••••• E••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.9M as of Sep 24, 2024 | no Form D | Harvest | |
| S•••••••• I••••••••• G•••• V••••••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $117,583 as of Sep 28, 2021 | no Form D | Wound down |
Team
54 current, 26 former
Managing partner (3)
- C••••••••• M••• L•••• · President, Co-Chief I•••••ment Officer And Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• W••••••• K•••• · Chief Executive Officer And Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• K•••• · Chief Executive Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Partner (13)
- A••••• J• B•••••• · Managing Director, Client Support and Assurance · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• J• B•••• · Managing Director, I•••••ments · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• Z• K••••••• · Managing Director, Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• P• P••• · Managing Director, Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D•••• J• O•••••••• · Managing Director and Economic Counsellor · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D••••• G••••••••• · Owner · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••• S••••• M••••••• B••••••••• · Owner · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• S• N••••• · Co-Chief I•••••ment Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K•••• K••••••• · Managing Director, P•••••• M•••ets · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- L••• P•••••• · Managing Director, Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M••••• M••••••••• K•••••• · Co-Chief I•••••ment Officer And Director · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• M••••••••• K•••••• · Co-Chief I•••••ment Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• C••••••••• · Deputy Chief I•••••ment Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Principal (15)
- A••••• N••• · Director of Transformation Services · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• K•••• · Director, Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C••••• V••••••• · Director of People & Culture · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••• D•••• J•••• · Director · since Aug 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• V••••••• E•••• G••••••• · Director · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• K••••• · Director · since Aug 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• B•••• · Director, Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••••• · Director, Public M•••ets · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- L••• L• G•••• H••• · Director · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• J• F••••••••• · Director, Custody Support · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A• B••••• · Director, P•••••• M•••ets · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• E• M••••••• · Director, Client Development · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• K••••••• · Director · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• K•••••••• · Director of Enterprise Solutions · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• M•••••• R••••• · Director · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (11)
- C••••••••• C••• · Controller · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A• F••••••• · General Counsel · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S• R••••••• · Head of I•••••ment Risk and Chief Analytics Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••••• R• S•••• · Chief Operating Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• I•• G••••••••• · General Counsel And Director · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L••• L•••• · Chief Compliance Officer · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L••• L•••• · Chief Compliance Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••••• · Director of Finance · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• D•••••• · Director of Operations · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P•••• E•• · Global Head of M•••eting · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P•••• S••••••••• · Chief Technology Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Other (12)
- A••••• Z••••• · Head of Asset Allocation and Portfolio Construction · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••• P••••• · Head of Portfolio Implementation · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••••• O• G•••••• · Co-Head of Public M•••ets · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••••• O•••••• · Head of Client Solutions · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• M• S••••••• · Head of Client Portfolio Management · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- L••••• A• B•••••• · Head of Hedge Funds · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• A• T••••• · Co-Head of Global Client Development · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P••• S• K••••• · Head of P•••••• M•••ets · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••••• · Head of Operational Due Diligence · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T••••• H••••••• · Head of Opportunistic · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T•• J••••• · Co-Head of Public M•••ets and Head of Research · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- V•••••••• M• G••••••• · Co-Head of Global Client Development · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
26 former (kept with end dates)
- A•••••• W••••• V••••••••• · Founding Partner And Director · Nov 1, 1987 to Sep 21, 2012 Inference
- B•••• A••••• M•••••• · President, Chief Executive Officer And Elected Manager · Aug 1, 2014 to Nov 3, 2022 Inference
- C•••• A•• G••••••••• · Founder, Senior Managing Director And Elected Manager · Nov 1, 1987 to Aug 5, 2015 Inference
- H•••• M•••••••• O••••••••• · Chairman And Elected Manager · Aug 1, 2014 to Mar 29, 2019 Inference
- M••• C••••• C••••• · Vice President, Founder And Elected Manager · Nov 1, 1987 to Aug 5, 2015 Inference
- M•••••• A•••••• D•••• · Vice President, Founder And Elected Manager · Nov 1, 1987 to Aug 5, 2015 Inference
- M••••••• M•••••••• · Executive Chair And Elected Manager · Sep 1, 2022 to Sep 27, 2023 Inference
- C•••••••• J•••• · Elected Manager · Feb 1, 2019 to Sep 28, 2021 Inference
- C••••••••• H••••• · Elected Manager · Jul 1, 2012 to Mar 31, 2017 Inference
- C•••• D•••• J•••• · Elected Manager · Jun 1, 2021 to Sep 27, 2023 Inference
- D•••••• D•••• B•••••••• · Managing Director And Elected Manager · Jul 1, 2012 to Aug 5, 2015 Inference
- D•••••• M•••••• F•• · Elected Manager · Jun 1, 2023 to Sep 24, 2024 Inference
- E••• J••• B••••••••• · Co-Chief I•••••ment Officer And Elected Manager · Jul 1, 2012 to Mar 30, 2016 Inference
- G••••••• D•••• E•••• · Elected Manager · Mar 1, 2017 to Mar 29, 2019 Inference
- G••••• M••••• · Elected Manager · Sep 1, 2019 to Mar 30, 2023 Inference
- G••••• P•••• G•••• · Shareholder · Nov 1, 1987 to Sep 21, 2012 Inference
- J••••• N•••• B••••• · Elected Manager · Feb 1, 2019 to Nov 12, 2020 Inference
- J••• T•••• · Elected Manager · Jul 1, 2012 to Jan 11, 2017 Inference
- J••••••• M•••••• L••••• · Elected Manager · Feb 1, 2019 to Oct 3, 2019 Inference
- L•• H••••• · Elected Manager · Mar 1, 2013 to Mar 29, 2019 Inference
- M••• E••••• L••••• · Shareholder · Nov 1, 1987 to Sep 21, 2012 Inference
- R••• S•••••• · Elected Manager · Jun 1, 2020 to Sep 28, 2021 Inference
- S•••••• C•••••• F•••••••• · Elected Manager · Jul 1, 2012 to Mar 29, 2019 Inference
- T•••• M•••••• F••••••• · Elected Manager · Mar 1, 2016 to Mar 29, 2019 Inference
- M••••• G••••••• · Chief Financial Officer · Nov 1, 2022 to Sep 27, 2023 Inference
- S•••••• W• M••••••• · Chief Financial Officer · Nov 1, 2014 to Mar 30, 2023 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
1 relationships
Placement agents (1)
- K••••• A••••••• S•••••••• L•• 1 shared · one time · last Jan 1, 2017
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 31, 2026S•••••••• I••••••••• M••••••••• L••: P•••••• Equity Funds on Form ADV 9 (2024 extract) -> 12 (roster 2026-09-01)
- Mar 30, 2012S•••••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
S•••••••• I••••••••• M••••••••• L•• is the same institution as 5 records in Independent Sponsors, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Allocators1Private 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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