DFX Intelligence
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H••••• G•••• I••••••••• L••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Norfolk, VA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.8B
- PE fund assets
- $2.5B
- PE funds
- 74
- Investments held
- 0 of 13
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 16 Sep 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- -27funds on Form ADV
Private equity funds on its Form ADV went from 101 to 74 (-27).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 209 of 210 distinct vehicles are sworn Private Equity Funds; 177 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.46bn Private Equity Fund GAV on the Form ADV filed 2026-04-20
- Strategies
- Private credit, real estate PE
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)209 of 210 distinct vehicles are sworn Private Equity Funds; 177 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)207 of 208 distinct vehicles are sworn Private Equity Funds; 178 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $3.8B · 74 PE funds · filed Apr 20, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Nov 23, 2016 to Apr 20, 2026
- RAUM
- $3.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 74
- PE fund GAV, latest filing
- $2.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 74 funds, $2.5B reported gross assets, 209 ever reported
- Real estate fund: 1 ever reported
- Employees
- 277
- Headquarters
- Norfolk, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 13 observed dealsShowHide
Stated by the firm
- Sectors
- Real estate, consumer, building products
- 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
- ••• Locked
Observed from deals on record
- On record
- 13 companies, 13 holdings
- Most deals
- Business services (1 of 13, e.g. Media Coverage)
- Subsectors
- Legal services (1 of 13)
- Deal roles
- 13 with role not stated
- Control
- 13 not stated
13 companies on the graph (0 transactions); most in business services (1); no dated observations
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
251 families, 258 vehicles on record
H•• K• a•• L••• P••••••••• L•• · 1 vehicle · vintage 2022$7.7B
- H•• K• a•• L••• P••••••••• L•• Credit fund · 2022$7.7B
H•• M••••••••• C••••• F•••• L• · 3 vehicles · vintage 2021$1.5B
- H•• M••••••••• C••••• F•••• L• Credit fund · 2021$1.5B
- H•• M••••••••• C••••• O••••••• F•••• L• Credit fund · 2023$6.8M
- H•• M••••••••• C••••• P••••••• F•••• L• Credit fund · 2022$52,047
H•• C••••• F••• I• L•• · 2 vehicles · vintage 2021$321M
- H•• C••••• F••• I• H•••••••• L• Credit fund · 2021$228M
- H•• C••••• F••• I• L•• Credit fund · 2021$92.5M
H•• M••••••••• S••••• F•••• L• · 1 vehicle · vintage 2021$224M
- H•• M••••••••• S••••• F•••• L• buyout or unlabelled · 2021$224M
H•• O••••••••• S••••• F••• V••• L•• · 1 vehicle · vintage 2018$123M
- H•• O••••••••• S••••• F••• V••• L•• buyout or unlabelled · 2018$123M
246 smaller families are in the full list of vehicles.
View all 258 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T••••••• P•••••••• H•••••••• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $6.6M | Fundraising |
| H•• M••••••••• C••••• S••••• I•• L• ADV: Private Equity Fund | Credit fund | 2025 Form D first sale | $0 as of Apr 20, 2026 | $586M | Unknown | |
| F• F••• P•••••••• H•••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $3.9M | Unknown |
| K••••••• H•••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $0 | Fundraising |
| H•• M••••••••• E••••• F•••• L• | Real estate fund | 2025 Form D first sale | unknown | no reporting | $171M | Unknown |
| C••••• F•••• H•••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $0 | Fundraising |
| S••••••• P•••••••• S•••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $9.6M | Fundraising |
| N•• E•••••• 5• S•••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $14.4M | Fundraising |
| S••••••• P•••••••• H•••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $4.0M | Fundraising |
| N•• E•••••• 5• H•••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $6.3M | Fundraising |
| H•• 5• W• 5••• C•••• C• B••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $3.6M as of Oct 31, 2024 | no Form D | Unknown | |
| H•• M• K• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $776,116 as of Oct 31, 2024 | no Form D | Unknown | |
| E••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $3.4M | Unknown |
| 5• W• H••••••• 2•••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $1.8M | Unknown |
| O•••• P•••••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $3.2M | Unknown |
| 3•• L•••••••• A••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $975,000 | Unknown |
| G• D••••••••• P•••••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $475,000 | Unknown |
| M•••• B•• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $1.6M | Unknown |
| H•• 5• B••••••• P•••••••• H••••••• I•• L•• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $1.2M | Unknown |
| O• C••••••• P•••••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $2.6M | Unknown |
| T•••• D••••••••• H•••••••• L• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $1.4M | Unknown |
| H•• M••••••••• C••••• F••••• I• L• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $45.8M as of Apr 20, 2026 | no Form D | Active deployment | |
| H•••• E• 7••• S••••• M•••• L• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $33.3M as of Apr 20, 2026 | no Form D | Active deployment | |
| H•• M••••••••• C••••• O••••••• F•••• L• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $6.8M as of Apr 20, 2026 | no Form D | Active deployment | |
| G•••••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $10.3M | Unknown |
| W••• P••• B•••• P•••••••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $5.7M | Unknown |
| M•••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $6.6M | Unknown |
| T•••• P•••••••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $3.0M | Unknown |
| E•••• L•••••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $2.4M | Unknown |
| T••• L•••• D••••••••• H•••••••• L• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $5.1M | Unknown |
| H•• K• a•• L••• P••••••••• L•• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $7.7B as of Jul 28, 2023 | no Form D | Wound down | |
| H•• B• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $68.3M as of Apr 20, 2026 | no Form D | Harvest | |
| H• G••••• S••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $60.1M as of Jan 24, 2023 | no Form D | Wound down | |
| E• 7••• S••••• M••• S•••••• L• ADV: Private Equity Fund | Credit fund | 2022 Form D first sale | $26.6M as of Apr 20, 2026 | $32.6M | Active deployment | |
| M• P•••••• F••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $20.0M as of Jan 24, 2023 | no Form D | Wound down | |
| M• S•••• F••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $19.6M as of Jan 24, 2023 | no Form D | Wound down | |
| I•••• G••••• S••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $18.1M as of Jan 24, 2023 | no Form D | Wound down | |
| G••••• S•••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $10.4M as of Jan 24, 2023 | no Form D | Wound down | |
| S• N•••• D••• H•••••••• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $10.1M as of Apr 20, 2026 | no Form D | Mature | |
| E• 7••• S••••• M••• H•••••••• L• ADV: Private Equity Fund | Credit fund | 2022 Form D first sale | $8.4M as of Apr 20, 2026 | $10.1M | Active deployment | |
| H•• S• M••••••••• H•••••••• L•• ADV: Private Equity Fund | Real estate fund | 2022 first reported on Form ADV | $2.3M as of Apr 20, 2026 | no Form D | Active deployment | |
| H•• M••••••••• C••••• E•• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $774,410 as of Jul 28, 2023 | no Form D | Wound down | |
| H•• M••••••••• C••••• F••• S••• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $75,154 as of Jul 28, 2023 | no Form D | Wound down | |
| H•• M••••••••• C••••• P••••••• F•••• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $52,047 as of Jan 24, 2023 | no Form D | Wound down | |
| H•• M••••••••• C••••• F•••• L• ADV: Private Equity Fund | Credit fund | 2021 Form D first sale | $1.5B as of Apr 20, 2026 | $1.0B | Active deployment | |
| H•• C••••• F••• I• H•••••••• L• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $228M as of Apr 20, 2026 | no Form D | Mature | |
| H•• M••••••••• S••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $224M as of Apr 20, 2026 | $232M | Active deployment | |
| H•• C••••• F••• I• L•• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $92.5M as of Apr 20, 2026 | no Form D | Unknown | |
| G••••• S•••• S•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $39.2M as of Jan 24, 2023 | $37.2M | Wound down | |
| N•••• D••• H•••••••• L• ADV: Private Equity Fund | Credit fund | 2021 Form D first sale | $17.9M as of Apr 20, 2026 | $13.5M | Mature | |
| H•• K••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $17.0M as of Oct 31, 2024 | $3.3M | Unknown | |
| H•• K••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $16.2M as of Oct 31, 2024 | $22.9M | Unknown | |
| H•• S• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $11.4M as of Oct 31, 2024 | $15.0M | Unknown | |
| G••••• S•••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $8.9M as of Jan 24, 2023 | $10.5M | Wound down | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $8.1M as of Apr 20, 2026 | $4.7M | Active deployment | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $7.0M as of Oct 31, 2024 | $9.3M | Unknown | |
| H•• K••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.5M as of Oct 31, 2024 | no Form D | Unknown | |
| H•• S• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $4.0M as of Apr 20, 2026 | $10.0M | Harvest | |
| H•• K••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $3.8M as of Apr 20, 2026 | $5.7M | Active deployment | |
| H•• K••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $3.7M as of Apr 20, 2026 | $3.0M | Active deployment | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $3.7M as of Apr 20, 2026 | $9.3M | Harvest | |
| H•• K••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $3.6M as of Apr 20, 2026 | $13.3M | Harvest | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.6M as of Oct 31, 2024 | no Form D | Unknown | |
| H•• K••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $3.6M as of Apr 20, 2026 | $5.7M | Harvest | |
| A••••••••• I•••• C••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.0M as of Apr 20, 2026 | no Form D | Mature | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $860,492 as of Apr 20, 2026 | $461,031 | Active deployment | |
| H•••• C•••• B• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Jan 7, 2022 | no Form D | Wound down | |
| H• B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $84.2M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• W•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $21.3M as of Apr 20, 2026 | no Form D | Mature | |
| I•••• C•••••• B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $21.2M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• B• K••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $17.1M as of Apr 20, 2026 | no Form D | Unknown | |
| H• J• B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $12.9M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• I••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $10.7M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• W•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $8.5M as of Oct 31, 2024 | no Form D | Harvest | |
| H•• S• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $5.9M as of Oct 31, 2024 | $13.8M | Unknown | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $5.2M as of Oct 31, 2024 | $19.5M | Unknown | |
| H•• M•••••••• H•••••••• L• ADV: Private Equity Fund | Credit fund | 2020 first reported on Form ADV | $3.4M as of Jan 7, 2022 | no Form D | Wound down | |
| H• 2••• M••••••••• S•••••• L• ADV: Private Equity Fund | Real estate fund | 2020 year in the fund name | $3.0M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• M••••••••• H•••••••• L• ADV: Private Equity Fund | Real estate fund | 2020 Form D first sale | $2.8M as of Apr 20, 2026 | $1.0M | Active deployment | |
| H•• S• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $2.5M as of Oct 31, 2024 | $10.0M | Unknown | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $2.3M as of Apr 20, 2026 | $2.8M | Mature | |
| S•••••• B•••• P•••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $2.3M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• C•• I•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.9M as of Apr 20, 2026 | no Form D | Harvest | |
| H• 2••• M••••••••• H•••••••• L• ADV: Private Equity Fund | Real estate fund | 2020 Form D first sale | $1.8M as of Jan 24, 2023 | $3.7M | Wound down | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $1.4M as of Apr 20, 2026 | no Form D | Harvest | |
| A••••••••• S•• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $1.3M as of Apr 20, 2026 | $5.0M | Mature | |
| A••••••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $1.2M as of Apr 20, 2026 | $4.6M | Mature | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $1.1M as of Apr 20, 2026 | no Form D | Harvest | |
| H•• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $1.0M as of Oct 31, 2024 | $2.4M | Unknown | |
| H•• I••• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $870,746 as of Oct 31, 2024 | no Form D | Unknown | |
| H• B••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $805,909 as of Jan 24, 2023 | no Form D | Wound down | |
| H• N• P••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $794,858 as of Jan 24, 2023 | no Form D | Wound down | |
| H•• J• K•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $213,166 as of Apr 20, 2026 | no Form D | Mature | |
| H• L•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $138,137 as of Apr 20, 2026 | no Form D | Harvest | |
| H••••• C•••• B• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $0 as of Jan 7, 2022 | no Form D | Wound down | |
| B••••• I••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $25.2M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• K•••••••• S•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $23.4M as of Apr 20, 2026 | no Form D | Unknown | |
| H• S• B•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $12.9M as of Jan 24, 2023 | no Form D | Wound down | |
| H•• K••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $12.6M as of Apr 20, 2026 | no Form D | Unknown | |
| H• 8•• M••••••••• L•• ADV: Private Equity Fund | Credit fund | 2019 first reported on Form ADV | $12.4M as of Jan 7, 2022 | no Form D | Wound down |
Showing 100 of 258 funds on this record. Private Equity Intelligence opens the rest of this record's rows.
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
8 current, 6 former
- President · since Jul 1, 2007
- Shareholder · since Feb 1, 1993
- Vice Chairman / Director · since Jul 1, 2007
- Director · since Dec 1, 2020
- Director · since Apr 1, 2021
Full team · 8 peoplegrouped by role, with sources
Managing partner (1)
- J•• T••••• R•••••• L••••• · President · since Jul 1, 2007 Form ADV
Partner (1)
- J••••• E••• S•••• · Shareholder · since Feb 1, 1993 Form ADV
Principal (4)
- S••• L••••••• · Vice Chairman / Director · since Jul 1, 2007 Form ADV
- J•• •••• Z•••••• · Director · since Dec 1, 2020 Form ADV
- J•••• I•• S•••• · Director · since Apr 1, 2021 Form ADV
- P•••••• M•••••••• · Director · since Jul 1, 2007 Form ADV
Platform (2)
- C•••• R•••• S••••• · Chief Financial Officer / Treasurer / Secretary · since Jan 1, 2013 Form ADV
- C••••••••• R•••• G••••••••• · Chief Legal Officer/ Chief Compliance Officer · since Apr 1, 2022 Form ADV
6 former (kept with end dates)
- S••• F•••••• K••• · Shareholder · Oct 1, 2015 to Mar 29, 2018 Inference
- G••••••• L•••• B••••• · Chief Compliance Officer · Jan 1, 2022 to Jul 25, 2022 Inference
- L•••••• W••• K•••••• · Chief Compliance Officer · Jan 1, 2013 to Jan 7, 2022 Inference
- N•••••• M•••• K•••••• · Chief Compliance Officer · Jan 1, 2023 to Jul 28, 2023 Inference
- D•••• J••• Z•••••• · Vice Chairman / Director · Jul 1, 2007 to Mar 25, 2021 Inference
- H•••••• K• B••••• · Director · Jul 1, 2007 to Mar 28, 2020 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 13 portfolio relationships and 0 transactions are on this record.
13 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | 3•• L•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••• C••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• a• T••••• C•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P••••••• T•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• H•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 13 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | 3•• L•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M•••• C••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• a• T••••• C•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P••••••• T•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• H•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••••••• a• V••••••• B•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | N•• E•••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• L••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• V•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | V•••••• o• t•• G•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | S••••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
15 relationships
Placement agents (15)
- I•• S•••••• L••••••• 13 shared · very strong
- P•••••• I••••••••• S••••••• L•••••• 5 shared · very strong
- P••••••• C•• A•••••••• I••• 4 shared · strong
- B••• L•• 3 shared · strong
- P•••••• F•••••••• P••••••• ••• L•• 2 shared · recurring
- T••••• 5• W••••• M••••••••• L•• 2 shared · recurring
- A••• L•• c•• A•••• G•••• 1 shared · one time
- A••• L•• 1 shared · one time
- L••••••••• F•••••••• S•••••••• L••• 1 shared · one time
- P•••••• A••••••••• S••••••• L•• 1 shared · one time
- C•••••••• P•••••• W••••• M••••••••• A• 1 shared · one time
- B••••••• B••• P•• 1 shared · one time · last Sep 21, 2021
- F•••••• I••••••••• L•••••• 1 shared · one time
- R•••• I••••••••• L•••••• 1 shared · one time
- L••• C•••••• A••••••• L••• 1 shared · one time
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
10 most recent
- Jul 13, 2026••• Locked
- Apr 20, 2026••• Locked
- Oct 17, 2025••• Locked
- Nov 23, 2016••• Locked
- seen Sep 15, 2026••• Locked
Full timeline · 10 eventsnewest first, including the LP commitments and deals above
- Jul 13, 2026••• Locked
- Apr 20, 2026••• Locked
- Oct 17, 2025••• Locked
- Nov 23, 2016••• Locked
- seen Sep 15, 2026••• Locked
- seen Sep 15, 2026••• Locked
- seen Sep 15, 2026••• Locked
- seen Sep 15, 2026••• Locked
- seen Sep 15, 2026••• Locked
- seen Sep 15, 2026••• Locked
Across the graphs
H••••• G•••• I••••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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…
Not yet on record: deals, last 12 months.