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•••••• E••••• A••••••••• M••••••••• L••
B••••• P•••••• E••••• A••••••••• M••••••••• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 14 of 22 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $1.83bn P•••••• Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 14 of 22 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 15, 2012 to Mar 28, 2024
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery 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
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $1.8B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 22
- Employees
- 16
- Headquarters
- Boston, MA
- Office address
- 20 CUSTOM HOUSE STREET, SUITE 610, Boston, MA, 02110
- Business phone
- 617-227-3160
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
22 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• S•••••••• H••••••••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $339M as of Mar 28, 2024 | no Form D | Early deployment | |
| B••• V•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $334M as of Mar 28, 2024 | no Form D | Early deployment | |
| B••• C••••• V•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $63.1M as of Mar 28, 2024 | no Form D | Early deployment | |
| B••• V• L••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $253M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| B••• C••••• V• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $37.6M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| B••• S•••••••• H••••••••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $415M as of Mar 28, 2024 | no Form D | Mature | |
| B••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $226M as of Mar 28, 2024 | no Form D | Unknown | |
| B••• C••••• I•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $33.8M as of Mar 28, 2024 | no Form D | Mature | |
| B••• I••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $66.5M as of Mar 28, 2024 | no Form D | Harvest | |
| B••• C••••• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $10.1M as of Mar 28, 2024 | no Form D | Harvest | |
| V••••• H••••••••• • L••• S••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $21.3M as of Mar 28, 2024 | no Form D | Harvest | |
| B••• S•••• B••••• a•• G••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $8.5M as of Mar 28, 2024 | no Form D | Harvest | |
| B••••• P•••••• E••••• A••••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $7.4M as of Mar 28, 2024 | no Form D | Harvest | |
| V••••• L••• S••••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $4.5M as of Mar 28, 2024 | no Form D | Harvest | |
| B••• L••• S••••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $2.5M as of Mar 28, 2024 | no Form D | Harvest | |
| B••••• P•••••• E••••• A••••••• C••••• F••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $2.4M as of Mar 28, 2024 | no Form D | Harvest | |
| B••••• P•••••• E••••• A••••••• F••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $1.9M as of Jun 19, 2019 | no Form D | Wound down | |
| B••••• P•••••• E••••• A••••••• F••• I• ••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $656,233 as of Mar 28, 2024 | no Form D | Harvest | |
| B••••• P•••••• E••••• A••••••• F••• I• ••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $617,246 as of Jun 19, 2019 | no Form D | Wound down | |
| B••••• P•••••• E••••• A••••••• F••• I• ••• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $141,110 as of Mar 30, 2022 | no Form D | Wound down | |
| B••••• P•••••• E••••• A••••••• F••• I• ••• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $122,670 as of Jun 19, 2019 | no Form D | Wound down | |
| B••••• P•••••• E••••• A••••••• C••••• F••• I••• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $10,139 as of Sep 2, 2020 | no Form D | Wound down |
Team
7 current, 1 former
Partner (3)
- J••• F•••••••• B••••• · Senior Partner And Member · since Mar 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• W•••••• B••••• · Member · since Dec 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• R•••••• B••••• · Member · since Dec 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (2)
- C••••••••• M••••••• A••••• · Trustee · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••••••• F•••• A••••• · Trustee · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••• R••• S•••••• · Chief Financial Officer & Partner · since May 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• A••• C•••••••• · Chief Compliance Officer · since Jul 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- L••• E••• W•••••• · Vice President Of Finance · Jul 1, 2011 to Jul 5, 2016 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
3 relationships
Placement agents (3)
- A•••• F•••••••• S••••••• I••• 4 shared · strong · last Jan 1, 2022
- K••••• C•••••• L•• 2 shared · recurring · last Jan 1, 2023
- S••••• L••• P•••••••• L•• 1 shared · one time · last Jan 1, 2015
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
- Jun 29, 2026B••••• P•••••• E••••• A••••••••• M••••••••• L••: P•••••• Equity Funds on Form ADV 17 (2024 extract) -> 14 (roster 2026-09-01)
- Feb 15, 2012B••••• P•••••• E••••• A••••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B••••• P•••••• E••••• A••••••••• M••••••••• 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.
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