DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / C••••••• C•••••• I•••
C••••••• C•••••• I•••
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 25, 2014 to Mar 26, 2024
- RAUM
- $2.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-03-26, latest gav Other Private Fund $1.0B, latest counts Other Private Fund 6, lifetime distinct Other Private Fund 6
- Employees
- 17
- Headquarters
- Montreal, Canada
- Office address
- 1002 SHERBROOKE STREET WEST, SUITE 2800, Montreal, H3A 3L6
- Business phone
- 1-514-286-1142
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- energy, infrastructure, agriculture, distribution, financial services, food beverage
- Geography
- North America, Europe, Global
- 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
- We invest in the infrastructure essential for today’s world and the future, utilising a ‘Build and Grow’ approach.
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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• E• L•••• S•• ADV: Other Private Fund | buyout or unlabelled | 2017 first reported on Form ADV | $660M as of Mar 26, 2024 | no Form D | Unknown | |
| I•• D••• P•••• L•• ADV: Other Private Fund | Credit fund | 2017 first reported on Form ADV | $90.5M as of Mar 26, 2024 | no Form D | Harvest | |
| C••••••• E••••••• L••• F••• I••• L• ADV: Other Private Fund | Credit fund | 2017 first reported on Form ADV | $3.9M as of Mar 26, 2024 | no Form D | Unknown | |
| C••••••• E••••••• L••• F••• I• ADV: Other Private Fund | Credit fund | unknown | $165M as of Mar 26, 2024 | no Form D | Harvest |
Team
9 current, 12 former
Managing partner (1)
- J•••• T••••• K•••••• · Managing Partner & Executive Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- B••• A••••• M••••• · Board Member, Partner · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••••• S•••• · Board Member, Partner · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• T•••••• · Managing Director, Energy Transition Direct Lending · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- E••••••• B••••••••• · E••••••• B••••••••• brings over 17 years of investment banking and principal investing experience to C•••••••. · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- P•••• G•••••• · Managing Director, Head of ESG & Impact · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G•••••• · Board Member & Global Chief Financial Officer · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• G•••••• · Chief Compliance Officer & Board Member Observer · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- J••••••••• L••••••••• · Investment Risk Warning · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
12 former (kept with end dates)
- B••••••• M•••• M••••• · Cio, Ceo & Director · Nov 1, 2009 to Jun 9, 2015 Inference
- C••••• R•••••• L•••••••• · Chairman Of The Board · Jun 1, 2008 to Aug 17, 2015 Inference
- J•••• T••••• K•••••• · Chairman And Managing Partner · May 1, 2015 to Nov 9, 2018 Inference
- R•••••• B•••• E•••••• · President & Estate Executor · Apr 1, 2012 to Aug 17, 2015 Inference
- D•••• J•••• B••••••••• · Chief Investment Officer · Jun 1, 2015 to Mar 30, 2016 Inference
- D••••• S•••••• M••••••• · Board Member & Chief Financial Officer · Nov 1, 2009 to Mar 29, 2021 Inference
- D••••• N•• S•••••••• · Director · Oct 1, 2013 to Aug 17, 2015 Inference
- D•••• G•••••• C•••••••• · Director And Vice-Chairman Of The Board · Dec 1, 2015 to Sep 29, 2017 Inference
- D•••• G•••••• C•••••••• · Director · Oct 1, 1999 to Aug 17, 2015 Inference
- D•••••• N•• F••••• · Director · Jun 1, 2011 to Aug 17, 2015 Inference
- J••••••• M•••••• H•••••• · Director · Apr 1, 2009 to Aug 17, 2015 Inference
- R•••••• G••••• L••••••••• · Director · Mar 1, 2010 to Aug 17, 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
2 relationships
Placement agents (2)
- D• P•••••••• A••••••• G••• 1 shared · one time · last Jan 1, 2014
- Y•••••• S••••• 1 shared · one time · last Jan 1, 2014
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
1 most recent
- Aug 25, 2014C••••••• C•••••• I••• first filed Form ADV in the extract (ERA)
Across the graphs
C••••••• C•••••• I••• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA 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.
Checking your plan…