DFX Intelligence
Private Equity Intelligence
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Firms / L••••••
L••••••
Buyout firm · probableLower middle marketDaly City, CAl•••••••••.comSEC registered investment adviser
L•••••• Investments is a leading international private equity investment manager.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.22bn Private Equity Fund GAV on the Form ADV filed 2024-12-19
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“L•••••• is a leading international private equity investment manager with offices in Hong Kong and the San Francisco Bay Area.”l•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Dec 19, 2024
- RAUM
- $224Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $224Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $224Mevery private fund type, latest filing
- 2024 PE fund GAV
- $224Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-19, latest gav Private Equity Fund $224M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 6
- Employees
- 9
- Headquarters
- Daly City, CA
- Office address
- 950 JOHN DALY BOULEVARD, SUITE 260, Daly City, CA, 94015-3004
- Business phone
- 415-397-5900
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
- control
- 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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••••• T••••••• I••••••••• F•••• L•• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $183,718 as of Aug 11, 2014 | no Form D | Wound down | |
| L•••••• A••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $162M as of Dec 19, 2024 | no Form D | Harvest | |
| L•••••• A••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $62.0M as of Dec 19, 2024 | no Form D | Harvest | |
| T••••••• E••••• F••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $59.7M as of Jun 28, 2013 | no Form D | Wound down | |
| L•••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $23.9M as of Jun 28, 2013 | no Form D | Wound down | |
| L••••••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Jun 28, 2013 | no Form D | Wound down |
Team
4 current, 1 former
Managing partner (1)
- J•• T••••• J••••••• S•••• · President · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- P•••• H•••• S••••••• · Member, Board Of Directors · since Mar 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- S•••• P••••• S•••• · Chief Financial Officer · since Mar 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• P•••••• B•••• · General Counsel And Chief Compliance Officer · since Jul 1, 2015 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)
- P••• P••••••••• V•••• · Member, Board Of Directors · Jun 1, 2008 to May 28, 2021 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
2 most recent
- Jun 25, 2026L••••••: Private Equity Funds on Form ADV 2 (2024 extract) -> 1 (roster 2026-09-01)
- Feb 14, 2012L•••••• first filed Form ADV in the extract (IA)
Across the graphs
L•••••• is the same institution as 1 record in RIA and Wealth.
RIA 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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