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 / B•• P•••••• A•••• M••••••••• U• • L••
B•• P•••••• A•••• M••••••••• U• • L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 41 of 54 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.54bn Private Equity Fund GAV on the Form ADV filed 2024-12-23
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 41 of 54 distinct vehicles are sworn P•••••• Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 19, 2011 to Dec 23, 2024
- RAUM
- $28Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 28
- PE fund GAV, latest filing
- $2.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $21Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 76%
- Fund type mix
- filed 2024-12-23, latest gav Hedge Fund $18B, Other Private Fund $18.8M, Private Equity Fund $2.5B, latest counts Hedge Fund 4, Other Private Fund 1, Private Equity Fund 28, lifetime distinct Hedge Fund 12, Other Private Fund 1, Private Equity Fund 41
- Employees
- 121
- Headquarters
- New York, NY
- Office address
- 601 LEXINGTON AVENUE, 57TH FLOOR, New York, NY, 10022
- Business phone
- 212-293-4600
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
33 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• L••••••• A••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $388M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I•••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $136M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I•••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $136M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I•••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $132M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I••• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $68.6M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $39.1M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• P•••••• U••• P•••••• C••••• I••••••••• L••• ADV: Other P•••••• Fund | Credit fund | 2024 first reported on Form ADV | $18.8M as of Dec 23, 2024 | no Form D | Unknown | |
| G•• A••••• F••• L• • S••••• 8• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $2.2M as of Dec 23, 2024 | no Form D | Unknown | |
| R••••••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $122M as of Dec 23, 2024 | no Form D | Early deployment | |
| P•••••• K•••• C••••••••• B• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $53.1M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I••• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $52.8M as of Dec 23, 2024 | no Form D | Early deployment | |
| P•••••• B•••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $44.6M as of Dec 23, 2024 | no Form D | Early deployment | |
| P•••••• K•••• C••••••••• a• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $42.5M as of Dec 23, 2024 | no Form D | Early deployment | |
| P•••••• K•••• C••••••••• C• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $11.4M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• P•••••• S•••••••• C•••••• F••• a• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $233M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• P•••••• P•• F••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $207M as of Dec 23, 2024 | no Form D | Active deployment | |
| B•• P•••••• P•• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $194M as of Dec 23, 2024 | no Form D | Unknown | |
| A••••• M•••••• I••••••••• H••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $158M as of Dec 23, 2024 | no Form D | Unknown | |
| P•••••• Z••••• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $44.5M as of Feb 9, 2022 | no Form D | Wound down | |
| B•• P•••••• S•••••••• C•••••• F••• B• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $12.4M as of Dec 23, 2024 | no Form D | Unknown | |
| B•• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $135M as of Dec 23, 2024 | no Form D | Harvest | |
| B•• P•••••• O••• E•••• C••• U••• T••••••••• F••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $582M as of Oct 25, 2023 | no Form D | Active deployment | |
| B•• P•••••• B••••• T••••••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $339M as of Dec 23, 2024 | no Form D | Harvest | |
| T•• A••••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $41.6M as of Mar 29, 2019 | no Form D | Wound down | |
| R•• S••••• T••••••••• I••••••••• F••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $542,000 as of Feb 5, 2024 | no Form D | Wound down | |
| E•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $297,000 as of Feb 5, 2024 | no Form D | Wound down | |
| R•• S••••• T••••••••• I••••••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $286,000 as of Feb 5, 2024 | no Form D | Wound down | |
| P••••••• F•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $239,000 as of Feb 9, 2022 | no Form D | Wound down | |
| A•••• T••••••••• I••••••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $158,000 as of Mar 1, 2023 | no Form D | Wound down | |
| F•••••• T•••••••• H•••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $153,875 as of Dec 23, 2024 | no Form D | Harvest | |
| N•• T•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $99,000 as of Feb 25, 2021 | no Form D | Wound down | |
| L•• T••••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $47,000 as of Feb 25, 2021 | no Form D | Wound down | |
| R•• G••••• T••••••••• F••• M••••••••• •••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $0 as of Feb 22, 2019 | no Form D | Wound down |
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 |
|---|---|---|---|---|---|
| S••••••• C••• T••••• H•••••••• L•• | P•••••• Equity Fund | 2014 to 2018 | $63.3M filed Dec 6, 2018 | adviserinfo.sec.gov | |
| L•••• A••••••• F••• I• L•• | P•••••• Equity Fund | 2014 to 2018 | $42.2M filed Dec 6, 2018 | adviserinfo.sec.gov |
Team
6 current, 13 former
Managing partner (1)
- J••• J••••• F••• · Managing Partner · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- A•••• S••••• E•••••• · Shareholder · since Jun 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A••••• G••••• M•••• · Chief Financial Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••••••• A•••••••• D•••• · Chief Legal Officer · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• A•• I••••• · Chief Compliance Officer · 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)
- W•••••• G•••••• R••• · Chief Operating Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
13 former (kept with end dates)
- D•••• S•••• M••••• · Managing Partner · Aug 1, 2011 to Oct 19, 2015 Inference
- M•••••• K•••• · Shareholder · Nov 1, 2017 to Dec 6, 2018 Inference
- R•••••• B•••• S••••••• · Shareholder · Nov 1, 2017 to Mar 28, 2024 Inference
- D•••• a• C•••••• · Chief Operations Officer · Jun 1, 2009 to Mar 31, 2015 Inference
- J••• M• W•••••• · Chief Compliance Officer · Mar 1, 2012 to Mar 28, 2013 Inference
- J••• M••••••• C••••• d• O••••••• · Chief Compliance Officer · Apr 1, 2016 to Feb 21, 2017 Inference
- J••••• F••• S•••••• · Chief Compliance Officer · Mar 1, 2013 to Apr 1, 2016 Inference
- M•••••• B•••••• R•••••• C•••••• · Chief Compliance Officer · Nov 1, 2021 to Mar 31, 2022 Inference
- R•••••• E••••• G••••• · Chief Compliance Officer · Feb 1, 2017 to Nov 9, 2021 Inference
- S•••• K• C•••• · Chief Compliance Officer · Nov 1, 2011 to Mar 9, 2012 Inference
- B•••• W•••••• R••• · Director · Dec 1, 2014 to Mar 29, 2019 Inference
- J••• M• W•••••• · Director · Sep 1, 2011 to Mar 29, 2019 Inference
- J••• P•••••• G•••••••• · Director · Sep 1, 2011 to Oct 19, 2015 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
8 relationships
Placement agents (8)
- R•••••• J•••• • A••••••••• I••• 6 shared · very strong · last Jan 1, 2023
- B•• P•••••• U• C••••••• L•• 5 shared · very strong · last Jan 1, 2023
- S••••• G••••• A••••••• J•••• C••• L•• 3 shared · strong · last Jan 1, 2023
- I••••••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2022
- O•• C••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
- F•••• B••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2021
- G•••••• S•••• • C•• L•• 1 shared · one time · last Jan 1, 2023
- K••• U•• A• S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2024
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
- Mar 31, 2026B•• P•••••• A•••• M••••••••• U• • L••: P•••••• Equity Funds on Form ADV 28 (2024 extract) -> 29 (roster 2026-09-01)
- Dec 19, 2011B•• P•••••• A•••• M••••••••• U• • L•• first filed Form ADV in the extract (IA)
Across the graphs
B•• P•••••• A•••• M••••••••• U• • 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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