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 / T•••••••• C•••••• A•••••••• L••
T•••••••• C•••••• A•••••••• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-10-30
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 14, 2018 to Oct 30, 2024
- RAUM
- $2.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $309Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $309Mevery private fund type, latest filing
- 2024 PE fund GAV
- $59.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-30, latest gav Private Equity Fund $309M, latest counts Private Equity Fund 10, lifetime distinct Private Equity Fund 10
- Employees
- 39
- Headquarters
- Madison, NJ
- Office address
- 7 GIRALDA FARMS, SUITE 300, Madison, NJ, 07940
- Business phone
- (973) 370-3203
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
3 on record, 7 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••••••• C•••••• R••••••••• F••• I••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $40.9M as of Oct 30, 2024 | no Form D | Unknown | |
| T•••••••• C•••••• R••••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $11.1M as of Oct 30, 2024 | no Form D | Unknown | |
| T•••••••• C•••••• R••••••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $7.4M as of Oct 30, 2024 | no Form D | Unknown |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| T•••••••• C•••••• H••••••••• F••• I• L• | Private Equity Fund | 2023 to 2024 | $54.3M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•••••••• C•••••• C••••• F••• I•• L• | Private Equity Fund | 2023 to 2024 | $47.4M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•••••••• W••••• C••••••••• C•••••• I• L• | Private Equity Fund | 2023 to 2024 | $37.0M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•••••••• W••••• C••••••••• C•••••• I• L• | Private Equity Fund | 2023 to 2024 | $33.9M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•• C• W•••• R••• H•••••• L• | Private Equity Fund | 2023 to 2024 | $32.6M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•••••••• C•••••• C••••• F••• I• L• | Private Equity Fund | 2023 to 2024 | $22.8M filed Oct 30, 2024 | adviserinfo.sec.gov | |
| T•••••••• W••••• C••••••••• C•••••• W• L• | Private Equity Fund | 2023 to 2024 | $21.3M filed Oct 30, 2024 | adviserinfo.sec.gov |
Team
8 current, 8 former
Managing partner (6)
- B•••• J•••• G••••••••• · Managing Partner, Cco · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• L•••• N••••••••• · Managing Partner · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• G••••••• · Managing Partner · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D• F•••••••• · Managing Partner · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• J••••• S•••• · Managing Partner · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• P••• B•••• · Managing Partner · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- G••• M• B•••••• · Chief Financial Officer · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••••• K•••• A••• · Chief Wealth Officer · 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)
8 former (kept with end dates)
- J•••• F•••••• B••• · Chief Executive Officer · Sep 1, 2022 to Jan 27, 2023 Inference
- M•••••• P••• G••••••• · Managing Partner · Aug 1, 2021 to Jan 27, 2023 Inference
- D••••• L•••• N••••••••• · Founding Member · Nov 1, 2018 to Mar 9, 2021 Inference
- E••• R••••• S••••••• · Founding Member · Jan 1, 2019 to Mar 9, 2021 Inference
- J•••• M•••••• D••••• · Founding Member · Nov 1, 2018 to Aug 30, 2021 Inference
- M••• L•••• L••••••••• · Founding Member · Jan 1, 2019 to Mar 9, 2021 Inference
- J•••• P• H••••• · Chief Compliance Officer · Nov 1, 2018 to Mar 31, 2022 Inference
- R••••• J••••• B•••••• · Chief Compliance Officer · Apr 1, 2022 to Aug 14, 2024 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
- Jul 16, 2026T•••••••• C•••••• A•••••••• L••: Private Equity Funds on Form ADV 10 (2024 extract) -> 12 (roster 2026-09-01)
- Nov 14, 2018T•••••••• C•••••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T•••••••• C•••••• 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.
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