DFX Intelligence
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B••••••••• I••••• A••••••• L•••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $8.0B
- PE fund assets
- $4.6B
- PE funds
- 4
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What matters now
- +1fund on Form ADV
Private equity funds on its Form ADV went from 3 to 4 (+1).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 4 of 6 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $4.61bn Private Equity Fund GAV on the Form ADV filed 2026-03-30
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)4 of 6 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)3 of 5 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $8.0B · 4 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Aug 16, 2017 to Mar 30, 2026
- RAUM
- $8.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $4.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- Private equity fund: 4 funds, $4.6B reported gross assets
- Hedge fund: 1 fund, $1.5B reported gross assets
- Securitized asset fund: 1 fund, $816M reported gross assets
- Employees
- 72
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
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.
4 families, 4 vehicles on record
B••••••••• C••••• I••••• L••••• · 1 vehicle · vintage 2024$836M
- B••••••••• C••••• I••••• L••••• buyout or unlabelled$836M
B••••••••• I•• I••••••••• P••••••• • a• L••• · 1 vehicle · vintage 2021$2.5B
- B••••••••• I•• I••••••••• P••••••• • a• L••• Fund of funds · 2021$2.5B
B••••••••• W••• I••••• L••••• · 1 vehicle · vintage 2021$1.3B
- B••••••••• W••• I••••• L••••• Fund of funds · 2021$1.3B
B••••••••• I•• I••••••••• P••••••• • R• •••• L••• · 1 vehicle · vintage 2024$2.0M
- B••••••••• I•• I••••••••• P••••••• • R• •••• L••• buyout or unlabelled · 2024$2.0M
View all 4 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••••• I•• I••••••••• P••••••• • R• •••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.0M as of Mar 30, 2026 | $0 | Unknown | |
| B••••••••• I•• I••••••••• P••••••• • a• L••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $2.5B as of Mar 30, 2026 | $0 | Active deployment | |
| B••••••••• W••• I••••• L••••• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $1.3B as of Mar 30, 2026 | $0 | Mature | |
| B••••••••• C••••• I••••• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $836M as of Mar 30, 2026 | $0 | Unknown |
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). A person named by two sources under two spellings is shown once, with both sources.
5 current, 8 former
- Chief Operating Officer · since Mar 1, 2022
- Chief Compliance Officer · since Mar 1, 2021
- General Counsel · since Jun 1, 2021
- Chief Financial Officer · since Jan 1, 2024
- Global Head Of B••••••••• Credit And Insurance · since Jan 1, 2024
Full team · 5 peoplegrouped by role, with sources
Platform (4)
- I•• H•••••••• · Chief Operating Officer · since Mar 1, 2022 Form ADV
- N••• D•••••• S••••••• · Chief Compliance Officer · since Mar 1, 2021 Form ADV
- R••••• F•••••• Y•••• · General Counsel · since Jun 1, 2021 Form ADV
- W•••••• P• S•••••• · Chief Financial Officer · since Jan 1, 2024 Form ADV
Other (1)
- G••••• M•••••• D••••••• · Global Head Of B••••••••• Credit And Insurance · since Jan 1, 2024 Form ADV
8 former (kept with end dates)
- C••••••••• O••••• B•••• · Chief Executive Officer · Jan 1, 2018 to Jan 11, 2019 Inference
- D••••• D••••• S•••• · Chairman Of B••••••••• Credit And Insurance · Jan 1, 2024 to Oct 23, 2024 Inference
- C••••••••• S•••••• · Chief Financial Officer · Jan 1, 2013 to Jan 22, 2024 Inference
- J•••••• C••••• I•••••• · Chief Operating Officer · Jun 1, 2021 to Mar 18, 2022 Inference
- J••• G••• F••••• · Chief Legal · Aug 1, 2017 to Mar 18, 2022 Inference
- M••••• R•••••• A••••••• S•••• · Chief Operating Officer · Aug 1, 2017 to Jan 14, 2021 Inference
- M•••••• B• S••••• · Treasurer · Aug 1, 2017 to Jul 31, 2020 Inference
- S••••• N••••••••• · Head Of Finance And Operations · Mar 1, 2018 to Jan 14, 2021 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
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 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
B••••••••• I••••• 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.