DFX Intelligence
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C•••••••• A••••••••• L••
Fund of fundsClassification probableunsizedSEC registered investment adviser· Boston, MAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $327B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Geography Global,North America,Europe,United Kingdom,Asia
- Graphs 3
- RAUM $327B
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 29 of 36 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 29 of 36 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 2, 2012 to Apr 29, 2026
- RAUM
- $327Bregulatory 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
- $19Bevery 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
- 3%
- Fund type mix
- filed 2024-12-11, latest gav Other Private Fund $14B, latest counts Other Private Fund 77, lifetime distinct Hedge Fund 39, Other Private Fund 78, Private Equity Fund 3
- Employees
- 1,098
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Global, North America, Europe, United Kingdom, Asia
- 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
- ••• Locked
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
36 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••• a•• F•••••• L• ADV: Other Private Fund | Fund of funds | 2023 first reported on Form ADV | $980M as of Dec 11, 2024 | no Form D | Early deployment | |
| C• 2••• ADV: Other Private Fund | Fund of funds | 2022 first reported on Form ADV | $69.7M as of Dec 11, 2024 | no Form D | Early deployment | |
| C• S••••••••• A••••••••• V••••••• L• ADV: Other Private Fund | Fund of funds | 2022 first reported on Form ADV | $62.8M as of Dec 11, 2024 | no Form D | Early deployment | |
| C• S••••••••• A••••••••• V•••••• O•••••••• L• ADV: Other Private Fund | Fund of funds | 2022 first reported on Form ADV | $26.7M as of Dec 11, 2024 | no Form D | Early deployment | |
| C• 2••• ADV: Other Private Fund | Fund of funds | 2022 first reported on Form ADV | $11.0M as of Dec 11, 2024 | no Form D | Unknown | |
| S••••••• S••• L• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $273M as of Dec 11, 2024 | no Form D | Unknown | |
| C••• F•••• L• ADV: Other Private Fund | Fund of funds | 2021 first reported on Form ADV | $33.1M as of Dec 11, 2024 | no Form D | Unknown | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• K•• S•••••• S••••••••• F••• V• •• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $195M as of Dec 11, 2024 | no Form D | Mature | |
| C•••••••• C••••••• F••• I••• L••• ADV: Other Private Fund | Fund of funds | 2020 first reported on Form ADV | $62.4M as of Dec 11, 2024 | no Form D | Mature | |
| C• 2••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $9.7M as of Mar 9, 2022 | no Form D | Wound down | |
| C• 2••• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $8.9M as of Mar 9, 2022 | no Form D | Wound down | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• A••••• I••••••••• G•• I• ADV: Other Private Fund | Fund of funds | 2019 first reported on Form ADV | $70.1M as of Dec 11, 2024 | no Form D | Mature | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• T•••• R••• V••••••• V• ADV: Other Private Fund | Fund of funds | 2019 first reported on Form ADV | $56.6M as of Dec 11, 2024 | no Form D | Mature | |
| O••••• C••••••• F••• I•• L• ADV: Other Private Fund | Fund of funds | 2018 first reported on Form ADV | $36.1M as of Dec 11, 2024 | no Form D | Mature | |
| C• R•••••••• F••• •••• T•• E••••••• L••• • S••••• A••••• I••••••••• G•• V••• ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $55.1M as of Dec 11, 2024 | no Form D | Harvest | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• T•••• R••• V••••••• I• ADV: Other Private Fund | Fund of funds | 2017 first reported on Form ADV | $41.0M as of Dec 11, 2024 | no Form D | Harvest | |
| C•••••••• C••••••• F••• I•• L• ADV: Other Private Fund | Fund of funds | 2016 first reported on Form ADV | $50.8M as of Dec 11, 2024 | no Form D | Mature | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• X• R•••••••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $26.3M as of Feb 26, 2019 | no Form D | Wound down | |
| C• R•••••••• F••• •••• T••••••••• L••• • S••••• E••••••• X•• ADV: Other Private Fund | buyout or unlabelled | 2015 first reported on Form ADV | $17.2M as of Dec 11, 2024 | no Form D | Harvest | |
| U••• E•••••••• P•••••••• L••• ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $391M as of Dec 11, 2024 | no Form D | Mature | |
| P•• S••• L••• ADV: Other Private Fund | Fund of funds | 2014 first reported on Form ADV | $216M as of Dec 11, 2024 | no Form D | Unknown | |
| C• R•••••••• F••• •••• T•••••••• L••• • S••••• R••••••• C•••••• V• ADV: Other Private Fund | buyout or unlabelled | 2014 first reported on Form ADV | $35.0M as of Dec 11, 2024 | no Form D | Harvest | |
| U•• F•••• L• • P• C•••• S••••• ADV: Other Private Fund | Fund of funds | unknown | $722M as of Dec 11, 2024 | no Form D | Mature | |
| S••••• B••• X• • C• R•••••••• F••• •••• T••••••••• L••• ADV: Other Private Fund | buyout or unlabelled | unknown | $51.2M as of Dec 11, 2024 | no Form D | Mature | |
| C•••••••• U••••••••• F••• L••• ADV: Other Private Fund | Fund of funds | unknown | $19.0M as of Dec 11, 2024 | no Form D | Harvest | |
| O••••• U••••••••• F••• I• L••• ADV: Other Private Fund | Fund of funds | unknown | $18.7M as of Dec 11, 2024 | no Form D | Harvest | |
| O••••• U••••••••• F••••• F••• I• L••• ADV: Other Private Fund | Fund of funds | unknown | $17.0M as of Dec 11, 2024 | no Form D | Harvest | |
| C• R•••••••• F••• •••• T•• E••••••• L••• • S••••• B••• E••••• I•• ADV: Other Private Fund | buyout or unlabelled | unknown | $12.8M as of Dec 11, 2024 | no Form D | Mature | |
| S••••• B••• X• • C• R•••••••• F••• •••• T•••••••• L••• ADV: Other Private Fund | buyout or unlabelled | unknown | $10.8M as of Dec 11, 2024 | no Form D | Harvest | |
| C• 1••• P• ADV: Other Private Fund | Fund of funds | unknown | $7.4M as of Dec 11, 2024 | no Form D | Unknown | |
| O••••• U••••••••• F••• L••• ADV: Other Private Fund | Fund of funds | unknown | $6.0M as of Dec 11, 2024 | no Form D | Harvest | |
| S••••• B••• X• • C• R•••••••• ••••••••• L••• ADV: Other Private Fund | buyout or unlabelled | unknown | $5.6M as of Dec 11, 2024 | no Form D | Harvest | |
| C•••••••• U••••••••• F••••• F••• L••• ADV: Other Private Fund | Fund of funds | unknown | $4.0M as of Dec 11, 2024 | no Form D | Harvest | |
| C• R•••••••• F••• •••• T•••••••• L••• • S••••• B••• E••••• I•• ADV: Other Private Fund | buyout or unlabelled | unknown | $2.7M as of Dec 11, 2024 | no Form D | Harvest | |
| C• R•••••••• F••• ••••••••• L••• • S••••• B••• E••••• I•• ADV: Other Private Fund | buyout or unlabelled | unknown | $2.7M as of Dec 11, 2024 | no Form D | Harvest | |
| C• 1••• N• ADV: Other Private Fund | Fund of funds | unknown | $1.9M as of Dec 11, 2024 | no Form D | Harvest |
Team
31 current, 16 former
Managing partner (6)
- B•••••• A•• M•••••••• · Chair And Manager · 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)
- D•••• R••• D••••• · Chief Executive Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R••• D••••• · Chief Executive Officer And Manager · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• N••••• B••••• · President And Director · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••••• S•••••• D••••••• · President and Head of Global I•••••ing · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• S•••••• D••••••• · President And Manager · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (6)
- A••• K••••••• C•• · Partner, EMEA Regional Head · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• B••••••••• M••••• · Shareholder · since Sep 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R•••••• · Manager · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- X••••• P••• F••••••• C•••••• · Manager · 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)
- X•••• C•• · Shareholder · since Nov 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Y••• G•••••••• · Manager · since Oct 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (11)
- B•••• D•••••••• · Chief Technology Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C••••• L•••••• B•••• · Chief of Staff & Chief Human Capital Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S•••••• · Chief Operating Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S•••••• · Chief Operating Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• R•••••• · Chief Transformation Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K••••• M••••••• · Global Head of M•••eting · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- P••••• J• B•••• · Chief Financial Officer And Manager · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••••• J• B•••• · Chief Financial Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M•••••• Z•••••••• · Chief Legal Officer · since Jun 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• M•••••• Z•••••••• · Chief Legal Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- S••• F• H•••• · Chief Compliance Officer · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (8)
- A••• L••••• · Head of Corporate Strategy · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- A•••• H••••• C•• · Head of Global I•••••ment Research · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- B•••• M•••••••• · Global Head of Retirement, Insurance & Government Practice · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••• I••• · Global Head of Private Client Practice · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• T•••••••• C•• · Head of I•••••ment Strategy Office · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• C••• · Global Head of Endowment & Foundation Practice · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M••• P••• · Global Head of Client Solutions · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L• W••••• · Head of the Office of Global Citizenship · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
16 former (kept with end dates)
- I•••• M•••••••• · Trustee · Dec 1, 2012 to Sep 4, 2018 Inference
- S•••••••• B•••••••• · Trustee · Dec 1, 2012 to Sep 4, 2018 Inference
- N••• D••••••• O••••• · President And Manager · May 1, 2019 to Jul 17, 2023 Inference
- P••••• A•••••••• W••••• · President And Manager · Jul 1, 2016 to Feb 25, 2019 Inference
- S••••• A•• U••• · Manager And Ceo · Jan 1, 2001 to Aug 1, 2016 Inference
- S•••• B••••• · President · Jan 1, 2011 to Jan 4, 2016 Inference
- A••• B•••• · Manager · Jun 1, 2022 to Dec 10, 2024 Inference
- C•••• D•••• B•••• · Manager · Aug 1, 2021 to Sep 2, 2021 Inference
- F•••••••• J••••••• G••••••• · Manager · Mar 1, 2022 to Jul 25, 2022 Inference
- J••• A••••• M•••••••• · Manager · Oct 1, 2021 to Oct 29, 2021 Inference
- P••••• A•••••••• W••••• · Manager · Feb 1, 2019 to Feb 27, 2020 Inference
- F•••••• J• P••••••• · Cfo · Jun 1, 2000 to Apr 1, 2013 Inference
- S••••• W••••• N••••• · Chief Operating Officer And Manager · Jan 1, 2016 to Sep 4, 2018 Inference
- S••••• Y• Q••••••• · General Counsel · Mar 1, 2007 to Sep 15, 2016 Inference
- S•••• L• S••••• · Chief Financial Officer And Manager · Sep 1, 2014 to Mar 31, 2021 Inference
- H•••• H••••• L•••• · Director · Dec 1, 2000 to Nov 24, 2018 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Apr 2, 2012••• Locked
Across the graphs
C•••••••• A••••••••• 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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