DFX Intelligence
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D••••••••• P••••••• 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
- $2.0B
- PE fund assets
- $1.5B
- PE funds
- 46
- Investments held
- 1 of 1
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors manufacturing,technology,environmental_services,real_estateGeography Latin AmericaControl minority
- Latest Form D Jul 23, 2025
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 83 of 109 distinct vehicles are sworn Private Equity Funds; 77 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.45bn Private Equity Fund GAV on the Form ADV filed 2026-05-11
- Strategies
- Growth equity
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)83 of 109 distinct vehicles are sworn Private Equity Funds; 77 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)76 of 99 distinct vehicles are sworn Private Equity Funds; 74 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jan 17, 2020 to May 11, 2026
- RAUM
- $2.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 46
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 76%
- Fund type mix
- Private equity fund: 46 funds, $1.5B reported gross assets, 83 ever reported
- Real estate fund: 18 funds, $531M reported gross assets, 26 ever reported
- Employees
- 33
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- Manufacturing, technology, environmental services, real estate
- Geography
- Latin America
- 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
- Minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 1 company, 1 holding, 1 transaction
- Period
- 2025 (2 dated observations)
- Most deals
- Industrial manufacturing (1 of 1, e.g. CP Group)
- Subsectors
- Miscellaneous manufacturing (1 of 1)
- Deal roles
- 1 platform
- Control
- 1 control
- By year
- 2025: 1 other deal
1 company on the graph (1 transaction); most in industrial manufacturing (1); 1 platform and 0 add-ons; observed 2025 to 2025
Funds
94 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| D••••••••• C•••••• P• S•• L• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3.8M as of May 11, 2026 | no Form D | Early deployment | |
| D••••••••• P••••••• O••••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $150M as of May 11, 2026 | $0 | Active deployment | |
| D••••••••• P••••••• O••••••••• V• •• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $79.8M as of May 11, 2026 | $0 | Active deployment | |
| D••••••••• P••••••• O••••••••• V• ••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $79.8M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• P••••••• O••••••••• V• •••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $72.5M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.0M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• C•••••• F••• S•• X••• L•• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $7.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| D••••••••• C•••••• P• S•• L• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $7.5M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $4.0M as of Mar 29, 2024 | no Form D | Early deployment | |
| D••••••••• C•••••• P• S•• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $2.5M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• R••• E••••• F••• I••• L• | Real estate fund | 2023 Form D first sale | unknown | no reporting | $218M | Unknown |
| D••••••••• P••••••• R••• E••••• F••• I• L• | Real estate fund | 2023 Form D first sale | unknown | no reporting | $218M | Unknown |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $54.0M as of Mar 29, 2024 | no Form D | Early deployment | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $40.8M as of Mar 29, 2024 | no Form D | Early deployment | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $25.9M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $25.1M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $23.6M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $20.0M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $16.6M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $13.9M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $12.9M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $9.1M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.6M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.4M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.5M as of May 11, 2026 | no Form D | Mature | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.9M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.7M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $485,616 as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $273,056 as of May 11, 2026 | no Form D | Mature | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $262,344 as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $131,172 as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $93.6M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• P••••••• O••••••••• I••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $93.2M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $74.3M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• P••••••• O••••••••• I• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $58.1M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $39.8M as of May 11, 2026 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $31.3M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $15.6M as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• F••• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $7.4M as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.6M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.4M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $804,019 as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• F••• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $587,310 as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• P••••••• O••••••••• I•• L• ADV: R••• E••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $49,465 as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• P••••••• O••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| D••••••••• P••••••• O• F••• I• L• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $40.5M | Unknown |
| D••••••••• P••••••• R••• E••••• F••• I• L• | Real estate fund | 2021 Form D first sale | unknown | no reporting | $202M | Unknown |
| D••••••••• P••••••• T••••••• G••••• O••••••••• F••• I• L• ADV: Private Equity Fund | Growth fund | unknown | $177M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• T••••••• G••••• O••••••••• F••• L• ADV: Private Equity Fund | Growth fund | unknown | $129M as of May 11, 2026 | $0 | Unknown | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $72.7M as of Mar 29, 2024 | no Form D | Active deployment | |
| D••••••••• P••••••• O••••••••• C• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $60.0M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $43.5M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• F••• S•• I•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $38.6M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• P••••••• T••••••• G••••• O••••••••• S••••••• L• ADV: Private Equity Fund | Growth fund | unknown | $29.6M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• T••••••• G••••• O••••••••• B•••••• L•• ADV: Private Equity Fund | Growth fund | unknown | $24.6M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X• L•• ADV: Private Equity Fund | Fund of funds | unknown | $24.4M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• C•••••• P• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $21.6M as of Mar 29, 2024 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $17.9M as of May 11, 2026 | no Form D | Mature | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $15.7M as of Mar 30, 2021 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• V• L•• ADV: Private Equity Fund | Fund of funds | unknown | $12.8M as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• C•••••• F••• S•• V••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $12.8M as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $11.1M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• V• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.3M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• F••• S•• V•• L•• ADV: Private Equity Fund | Fund of funds | unknown | $8.1M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• F••• S•• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $7.6M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.4M as of Mar 29, 2024 | no Form D | Mature | |
| D••••••••• C•••••• P• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.9M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• F••• S•• V• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.7M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.5M as of Mar 29, 2024 | no Form D | Active deployment | |
| D••••••••• C•••••• S•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.9M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.9M as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• V••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.1M as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X•••• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.6M as of Mar 29, 2024 | no Form D | Active deployment | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.6M as of Mar 29, 2024 | no Form D | Active deployment | |
| D••••••••• C•••••• F••• S•• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $4.0M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• F••• S•• V• L•• ADV: Private Equity Fund | Fund of funds | unknown | $3.9M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• F••• S•• I• L•• ADV: Private Equity Fund | Fund of funds | unknown | $2.7M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.3M as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.9M as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $906,417 as of Jan 4, 2024 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• X• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $746,283 as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $205,692 as of Mar 29, 2024 | no Form D | Harvest | |
| D••••••••• C•••••• R• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14,845 as of Mar 29, 2024 | no Form D | Harvest | |
| D••••••••• C•••••• P• S•• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6,394 as of May 19, 2022 | no Form D | Wound down | |
| D••••••••• C•••••• P• S•• L••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• O••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• C•••••• R• S•• V• L•• ADV: R••• E••••• Fund | buyout or unlabelled | unknown | $0 as of May 11, 2026 | no Form D | Harvest | |
| D••••••••• P••••••• O••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2024 | no Form D | Harvest | |
| D• L••• L•••• F••• P• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• G• S•••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of May 11, 2026 | no Form D | Unknown | |
| D••••••••• P••••••• O• F••• I• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
| D••••••••• P••••••• T••••••• G••••• O••••••••• F••• I• L• | Growth fund | unknown | unknown | no reporting | $0 | Unknown |
| D••••••••• P••••••• O••••••••• C• F••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| D••••••••• P••••••• O••••••••• I•• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
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.
37 current, 2 former
Managing partner (1)
- B•••• L•••• F•••• · Managing Member · since Jun 1, 2017 Form ADV Firm website
Partner (11)
- T••• S•••••• R••• · Limited Partner · since Jan 1, 2018 Form ADV Firm website
- B•••• S•••• S•••• · Limited Partner · since Feb 1, 2019 Form ADV
- C•••••• R••••• · Partner · start date unknown Firm website Press release
- D•••• R•••• · Partner · start date unknown Firm website
- E••••• J•• W••••• · Limited Partner · since Feb 1, 2019 Form ADV Firm website
- F••••••• S•••••••• · Partner & Co-Head of GP S•••••••• · start date unknown Firm website
- M•••••• C•••• · Partner · start date unknown Firm website
- R•• J•••••••• · Partner · start date unknown Firm website
- R••••• J•••••••• · Limited Partner · since Feb 1, 2018 Form ADV
- R•• D•••• · Partner · start date unknown Firm website
- V•••• T••••• · Partner & Co-Head of GP S•••••••• · start date unknown Firm website
Principal (1)
- R••••• R•••• · Director · start date unknown Firm website
Vice president (4)
- A••••• C•••• · Vice President · start date unknown Firm website
- C••••• L•• · Senior Associate · start date unknown Firm website
- J•••• R••••• · Vice President · start date unknown Firm website
- M•••• A•••• S•••• · Senior Associate · start date unknown Firm website
Associate (2)
- J•••••• S••• · Associate · start date unknown Firm website
- K••• P•••••• · Associate · start date unknown Firm website
Analyst (1)
- K•••• M•••••• · Senior Analyst · start date unknown Firm website
Investor relations (3)
- B••••• M••••• · Managing Director, Investor Relations · start date unknown Firm website
- E••• A••••••• · Senior Manager, Investor Relations · start date unknown Firm website
- H•••• M•••• · Senior Manager, Investor Relations · start date unknown Firm website
Platform (13)
- A•••• B•••••• S••••• · Limited Partner/Chief Financial Officer · since May 1, 2022 Form ADV Firm website
- A••••••• E•••••••• B••••• · Chief Compliance Officer · since Jan 1, 2023 Form ADV Firm website
- B••••• H•••••••• · Executive Assistant · start date unknown Firm website
- B••• D•••••••• · Assistant Controller · start date unknown Firm website
- F•••••• T•••••••• · Executive Assistant · start date unknown Firm website
- G••••• F••••• · Administrative Assistant · start date unknown Firm website
- J•••• Y•• · IT & Cybersecurity Director · start date unknown Firm website
- L•••• S••••• · Controller · start date unknown Firm website
- P••• S•••••••• · Assistant Controller · start date unknown Firm website
- S•• A••••••• · Assistant Controller · start date unknown Firm website
- S•••• Z•••••••• · Tax Director · start date unknown Firm website
- S••••• S•••••• · Partner & General Counsel · start date unknown Firm website
- V••••••• S•••••• · Controller · start date unknown Firm website
Other (1)
- J•••• M••••••• · Senior Accountant · start date unknown Firm website
2 former (kept with end dates)
- E•••• L••••• H•••• · Limited Partner · Dec 1, 2020 to Jan 2, 2024 Inference
- L•••• A•••••••• R••••• · Limited Partner, General Counsel, Chief Compliance Officer · Aug 1, 2018 to Jan 2, 2024 Inference
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| C• G•••• | Platform | active | Aug 8, 2025 transaction announcement | 1.1 years | C•••••• R••••• (confirmed) | Fact Press release |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 8, 2025 | Majority investment | C• G•••• | Sponsor (confirmed) | cpgrp.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (8)
- E•••• F•••••••• C••••••••• L•• 4 shared · strong · last Jul 23, 2025
- H•••••••• A••••••••• L•• 2 shared · recurring · last Oct 10, 2023
- R•••••• • R••• I••••••••• I••• 1 shared · one time · last Jul 28, 2022
- H••••••• C•••••• P••••••• L•• 1 shared · one time · last Jul 28, 2022
- J•• S••••••••• L•• 1 shared · one time · last Jul 28, 2022
- M•••• P••• C•••••• L•• 1 shared · one time · last Jul 28, 2022
- S••••• P••••• C•••••• L•• 1 shared · one time · last Jul 28, 2022
- H••••••• C•••••• P••••••• 1 shared · one time · last Aug 23, 2023
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
8 most recent
- May 28, 2026••• Locked
- May 11, 2026••• Locked
- Oct 23, 2025••• Locked
- Sep 30, 2025••• Locked
- Sep 11, 2025••• Locked
- Aug 8, 2025••• Locked
- Aug 8, 2025••• Locked
- Jan 17, 2020••• Locked
Across the graphs
D••••••••• P••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real 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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