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 / A••• E••••• M••••••••• L•••••
A••• E••••• M••••••••• L•••••
Buyout firm · probableUpper middle marketWashington, DCa•••••••••.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Upper middle marketdefined by: proxy: $6.94bn Private Equity Fund GAV on the Form ADV filed 2024-05-09
- Strategies
- INFRASTRUCTURE, SECONDARIES
Classification history (2)
- Sep 13, 2026Buyout firm (probable, 80%, cls-pe-1)own website statement“A••• Investments is a unique, middle-market private equity firm with three distinct investment platforms in the U••••• S•••••, L•••• A•••••• and Southern Europe.”xn--a-1hnaaaaaaaa.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 28 of 28 distinct vehicles are sworn Private Equity Funds; 26 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 23, 2012 to May 9, 2024
- RAUM
- $5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 23
- PE fund GAV, latest filing
- $6.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-09, latest gav Private Equity Fund $6.9B, latest counts Private Equity Fund 23, lifetime distinct Private Equity Fund 28
- Employees
- 30
- Headquarters
- Washington, DC
- Office address
- 1133 CONNECTICUT AVE, NW, SUITE 700, Washington, DC, 20036
- Business phone
- 202-454-1100
Stated criteria beside observed behaviour
76 observed deals
Stated by the firm
- Sectors
- industrials, consumer, business services
- Geography
- United States, Europe, 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
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 73, platform 3
- period
- to 2026-06-30, from 2025-01-07, undated holdings 73, dated observations 6
- window
- last 2026-06-30, first 2025-01-07
- control
- control 3, unknown 73
- companies
- 76
- geography
- investments
- 76
- seller kinds
- transactions
- 3
- cadence by year
- 2025 platforms 1, other deals 1, 2026 other deals 1
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.026, value industrial services, examples Spectra, Pine Environmental Services, count 1, share 0.013, value industrial manufacturing, examples YumEarth, count 1, share 0.013, value media telecom, examples Magic Media
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id 1abd38ed-da9d-4003-bbe5-7c1387d26336
- subsector distribution
- count 1, share 0.013, value food manufacturing, examples YumEarth, count 1, share 0.013, value specialty trade other, examples Spectra, count 1, share 0.013, value remediation environmental, examples Pine Environmental Services, count 1, share 0.013, value media telecom, examples Magic Media
76 companies on the graph (3 transactions); most in industrial services (2); 3 platforms and 0 add-ons; observed 2025 to 2026
Funds
28 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••• S•••••••• P••••••• I•• L••• ADV: Private Equity Fund | Secondaries fund | 2023 first reported on Form ADV | $975M as of May 9, 2024 | no Form D | Early deployment | |
| A••• S•••••••• P••••••• I•••• L••• ADV: Private Equity Fund | Secondaries fund | 2023 first reported on Form ADV | $552M as of May 9, 2024 | no Form D | Early deployment | |
| A••• F••••••• I•••••••• I•• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $289M as of May 9, 2024 | no Form D | Early deployment | |
| A••• N•• E•• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $285M as of May 9, 2024 | no Form D | Early deployment | |
| A••• F••••••• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $228M as of May 9, 2024 | no Form D | Early deployment | |
| A••• N•••••• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $138M as of May 9, 2024 | no Form D | Unknown | |
| A••• B••••• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $440M as of May 9, 2024 | no Form D | Mature | |
| A••• T• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $207M as of May 9, 2024 | no Form D | Harvest | |
| A••• F•••• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $112M as of May 9, 2024 | no Form D | Harvest | |
| A•• I• L• C••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $106M as of May 9, 2024 | no Form D | Unknown | |
| A•• I• O•••• C••••••••• L••••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $56.8M as of May 9, 2024 | no Form D | Unknown | |
| A••• F••••• A••••••••• B• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $517,224 as of Jun 30, 2023 | no Form D | Wound down | |
| A••• F••••• A••••••••• a• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $505,318 as of Jun 30, 2023 | no Form D | Wound down | |
| A••• F•••• I•••••••• H••••••• 3• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $6.8M as of May 9, 2024 | no Form D | Harvest | |
| A••• F•••• I•••••••• H••••••• 1• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $5.8M as of May 9, 2024 | no Form D | Harvest | |
| A••• F•••• I•••••••• H••••••• 2• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $2.6M as of May 9, 2024 | no Form D | Harvest | |
| A••• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $1.6B as of May 9, 2024 | no Form D | Mature | |
| A••• S••••••• I•••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $432M as of May 9, 2024 | no Form D | Mature | |
| A••• B•••••••• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $141M as of May 9, 2024 | no Form D | Mature | |
| A••• P•••• I•••••••• I• L••• ADV: Private Equity Fund | Infrastructure fund | 2017 first reported on Form ADV | $0 as of Mar 30, 2020 | no Form D | Wound down | |
| A••• F•••• I•••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $11.1M as of May 9, 2024 | no Form D | Harvest | |
| A••• F••••• I•••••••• H•••••••• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $760,318 as of Jun 30, 2023 | no Form D | Wound down | |
| A••• I•• I•••••••• I• L••••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $111M as of May 9, 2024 | no Form D | Mature | |
| A••• I•••• I•••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $88.2M as of May 9, 2024 | no Form D | Harvest | |
| A••• S••••••• I•••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $380M as of May 9, 2024 | no Form D | Mature | |
| A••• A•• C•••••••• •••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $10.5M as of Mar 30, 2020 | no Form D | Wound down | |
| A••• A•• C•••••••• I• •••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $5.0M as of May 9, 2024 | no Form D | Mature | |
| A••• E••••• P••••••• I••• L• ADV: Private Equity Fund | Buyout fund | unknown | $756M as of May 9, 2024 | no Form D | Mature |
Team
55 current, 3 former
Managing partner (21)
- A••••• J•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••••• J•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••••• J•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• I•• S••••••• · Managing Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• A•••••• · Managing Member · since Oct 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• A•••••• · Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J••••• · Managing Member · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• G•••• · Managing Member · since Oct 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• G•••• · Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• J••••• D•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••• K••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• B•••••• · Founding Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•• B•••••• · Founding Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•• R• B•••••• · Founder, Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• R••• B•••••• · Managing Member · since Oct 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• L•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• K••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• K••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••• K••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (4)
- A•••••• H•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• Y••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• E••••• B•••••• G••••••• · Administrative Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• P••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (8)
- A•••••• C••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• I••••• · Administrative Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• Y••• · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• Y••• · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- E••••••• M•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• T••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- R••• K••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- L•••••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• O•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- G•••••• F••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- A••• K••••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• H••••• · Executive Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• D•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- M•••••• C••••••••• · Director, Capital Formation & IR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• T••••• · Partner, Head of Capital Formation & IR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (12)
- A••••• P••••• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C• C••••• · Chief Financial Officer, U.S. · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R•••••••• · Chief Financial Officer, Corporate, and Deputy Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••••• · Director of Treasury and Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• J•• · Tax Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• R•••••• · Operations Manager and Compliance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• W•••• · Cfo · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• P••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• Y•••• B•••••••• · COO, General Counsel and CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• Y•••• B•••••••• · Coo, Gc, Cco · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• H•••• · Chief Financial Officer, L•••• A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- K•••• C•••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- A•••• B••••• · Managing Member · Jan 1, 2012 to Mar 29, 2024 Inference
- B•••• E•••• J•••••• · Cfo · Jan 1, 2012 to Mar 31, 2017 Inference
- K•••• A•••• L•••• · Cfo · Jan 1, 2018 to Mar 30, 2020 Inference
Portfolio
76 relationships, 3 platforms, 0 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 30, 2026 | Majority investment | Y••••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
| Jan 24, 2025 | Platform acquisition | K•••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
| Jan 7, 2025 | Majority investment | T••• R••••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
23 relationships
Placement agents (7)
- B••••• C•••••• A••••••••• I••• 6 shared · very strong · last Jan 1, 2023
- B••• A••••••• F• L•• 3 shared · strong · last Jan 1, 2021
- E••••••• G•••• L••••• 3 shared · strong · last Jan 1, 2023
- B••• A••••••• F• L•• 2 shared · recurring · last Jan 1, 2023
- R•••••• J•••• • A••••••••• I••• 1 shared · one time · last Jan 1, 2017
- I•••••• S••• 1 shared · one time · last Jan 1, 2018
- K••••••• C••••••• L•• 1 shared · one time · last Jan 1, 2017
Lenders (1)
- T••••• B••• 1 shared · one time · last Jun 30, 2026
Financial advisers (6)
- W• B•••• • C•• 1 shared · one time · last Jan 7, 2025
- D••••••• 1 shared · one time · last Jun 30, 2026
- S•••••••• 1 shared · one time · last Jun 30, 2026
- A••• G••• S•••••• H•••• • F••• L•• 1 shared · one time · last Jan 7, 2025
- J•••• D•• 1 shared · one time · last Jun 30, 2026
- T• C•••••• 1 shared · one time · last Jun 30, 2026
Legal advisers (9)
- H•••• L•••••• 2 shared · recurring · last Jun 30, 2026
- G•••••••• 1 shared · one time · last Jun 30, 2026
- J•••• D•• 1 shared · one time · last Jun 30, 2026
- A••• G••• S•••••• H•••• • F••• L•• 1 shared · one time · last Jan 7, 2025
- W•••••• T••••• L•• 1 shared · one time · last Jun 30, 2026
- W• B•••• • C•• 1 shared · one time · last Jan 7, 2025
- P•••••••• W••••••• S••• P•••••• L•• 1 shared · one time · last Jan 7, 2025
- B•••• R••• L•• 1 shared · one time · last Jun 30, 2026
- T• C•••••• 1 shared · one time · last Jun 30, 2026
LP commitments
7 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in A••• E••••• P••••••• I•• L••• $50.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $70.0M calstrs.com
- O••••• P••••• E•••••••• R••••••••• F••• in A••• E••••• P••••••• I•• L••• $113M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in A•• I• O•••• C••••••••• L••••• $37.5M oregon.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $120M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in A••• E••••• P••••••• I•• L••• $200M osc.ny.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $20.0M lacers.org
Events
13 most recent
- Jun 30, 2026A••• Investments Acquires Better-For-You Confectionery Company, Y•••••••Platform investmentFactY•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jun 30, 2026August 01, 2025 A••• Investments Announces Sale of Amfora
- Jun 30, 2026April 07, 2025 A••• Investments Exits Kept Companies to DFW Capital Partners
- Jun 30, 2026February 10, 2025 A••• Investments Completes Sale of V••••••
- Jun 30, 2026January 29, 2025 A••• Investments Signs Definitive Agreement to Invest in K••••••
- Jun 30, 2026January 07, 2025 A••• Investments Acquires T••• R•••••••, An Iconic Lifestyle Brand
- Jun 30, 2026June 30, 2026 A••• Investments Acquires Better-For-You Confectionery Company, Y•••••••
- Dec 31, 2025L•• A•••••• C••• E••••••••• R••••••••• S••••• reports A••• Equity Partners 3.5: $20,000,000 committed, vintage 2012, net IRR 2.7%Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 30, 2025C••••••••• S•••• T•••••••• R••••••••• S••••• reports A••• Equity Partners 3.5, L.P.: $70,000,000 committed, vintage 2012, net IRR 7.4%Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2025N•• Y••• S•••• C••••• R••••••••• F••• reports A••• Equity Partners 3.5, LP: $120,000,000 committed, vintage 2012Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jan 24, 2025A••• Investments Signs Definitive Agreement to Invest in K••••••Platform investmentFactK••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jan 7, 2025A••• Investments Acquires T••• R•••••••, An Iconic Lifestyle Brand
- Feb 23, 2012A••• E••••• M••••••••• L••••• first filed Form ADV in the extract (IA)
Across the graphs
A••• E••••• M••••••••• L••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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