DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A•••••• I••••••••• M••••••• A••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Chevy Chase, MD
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $337M
- PE fund assets
- $337M
- PE funds
- 3
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $50.0M to $150MSectors infrastructureGeography Global,Asia
- Graphs 2
- Placement agents 2
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.25bn Private Equity Fund GAV on the Form ADV filed 2024-03-05
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $337M · 3 PE funds · filed Mar 20, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 29, 2021 to Mar 20, 2026
- RAUM
- $337Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $337Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $337Mevery private fund type, latest filing
- 2024 PE fund GAV
- $337Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 3 funds, $337M reported gross assets
- Employees
- 10
- Headquarters
- Chevy Chase, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Infrastructure
- Geography
- Global, Asia
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $50.0M to $150M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
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.
3 families, 3 vehicles on record
A•••••• B••••• I• L• · 1 vehicle · vintage 2023$55.8M
- A•••••• B••••• I• L• buyout or unlabelled · 2023$55.8M
A•••••• B••••• I•• L• · 1 vehicle · vintage 2023$53.2M
- A•••••• B••••• I•• L• buyout or unlabelled · 2023$53.2M
A•••••• I•••• I• L• · 1 vehicle · vintage 2021$228M
- A•••••• I•••• I• L• buyout or unlabelled · 2021$228M
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• B••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $55.8M as of Mar 20, 2026 | $0 | Unknown | |
| A•••••• B••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $53.2M as of Mar 20, 2026 | $0 | Unknown | |
| A•••••• I•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $228M as of Mar 20, 2026 | $152M | Active deployment |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
9 current, 0 former
- Managing Director
- Managing Director
- Member · since Jun 1, 2021
- Limited Partner · since Jun 1, 2021
- Associate
Full team · 9 peoplegrouped by role, with sources
Partner (4)
- D•••••• B••• · Managing Director · start date unknown Firm website
- J••• R•••••• N•••• · Managing Director · start date unknown Firm website
- D••••• L••••••••• · Member · since Jun 1, 2021 Form ADV
- V••••• K••• · Limited Partner · since Jun 1, 2021 Form ADV
Associate (1)
- R••••• O•••• · Associate · start date unknown Firm website
Investor relations (1)
- M••••• L•••• · Investor Relations · start date unknown Firm website
Platform (2)
- A•• A•••••• · Chief Financial Officer · start date unknown Firm website
- Y••••• C•••• · Legal Advisor · start date unknown Firm website
Other (1)
- J•••• L••••••• · Technical Advisor · start date unknown Firm website
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
2 relationships
Placement agents (2)
- D• P•••••••• A••••••• G••• 1 shared · one time · last Oct 25, 2021
- S••••• I••• 1 shared · one time · last Mar 31, 2022
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
8 most recent
- Sep 17, 2026••• Locked
- Mar 2, 2026••• Locked
- Aug 25, 2025••• Locked
- Jan 30, 2023••• Locked
- Aug 1, 2022••• Locked
Full timeline · 8 eventsnewest first, including the LP commitments and deals above
- Sep 17, 2026••• Locked
- Mar 2, 2026••• Locked
- Aug 25, 2025••• Locked
- Jan 30, 2023••• Locked
- Aug 1, 2022••• Locked
- Sep 8, 2021••• Locked
- Aug 12, 2021••• Locked
- Jun 29, 2021••• Locked
Across the graphs
A•••••• I••••••••• M••••••• A••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.