DFX Intelligence
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T•••••••• N•••• A••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NYt••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $5.9B
- PE fund assets
- $7.5B
- PE funds
- 19
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Geography N•••• A••••••,EuropeControl minority
- Graphs 4
- Placement agents 12
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 29 of 29 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $7.50bn Private Equity Fund GAV on the Form ADV filed 2024-04-15
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 29 of 29 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 13, 2011 to May 13, 2026
- RAUM
- $5.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 19
- PE fund GAV, latest filing
- $7.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $7.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-15, latest gav Private Equity Fund $7.5B, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 29
- Employees
- 59
- Headquarters
- New York, NY
- 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
- N•••• A••••••, Europe
- 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
- minority
- 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
29 on record, 5 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••••••• C•••••• P••••••• P•••• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $679M as of Apr 15, 2024 | no Form D | Unknown | |
| T•••••••• C•••••• P••••••• V•• P••••••• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $386M as of Apr 15, 2024 | no Form D | Early deployment | |
| T•••••••• C•••••• P••••••• V•• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $222M as of Apr 15, 2024 | no Form D | Early deployment | |
| T•••••••• C•••••• P••••••• V• P••••••• I• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $88.8M as of Apr 15, 2024 | no Form D | Unknown | |
| T•• A•••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $233M as of Apr 15, 2024 | no Form D | Early deployment | |
| T•• S•••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $35.8M as of Apr 1, 2022 | no Form D | Wound down | |
| T•• D•• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $109M as of Apr 15, 2024 | no Form D | Harvest | |
| T•• T••••• C••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $47.7M as of Apr 15, 2024 | no Form D | Active deployment | |
| T•••••••• C•••••• P••••••• V• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $2.2B as of Apr 15, 2024 | no Form D | Unknown | |
| T•••••••• C•••••• P••••••• V• P••••••• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $1.6B as of Apr 15, 2024 | no Form D | Unknown | |
| T•••••••• E••••• P••••••• I• ••••• A••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $334M as of Apr 15, 2024 | no Form D | Mature | |
| T•••••••• E••••• P••••••• I• P••••••• ••••• A••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $200M as of Apr 15, 2024 | no Form D | Mature | |
| T•• O•••••••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $122M as of Apr 15, 2024 | no Form D | Mature | |
| T•• T•• 2••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 year in the fund name | $57.0M as of Apr 1, 2022 | no Form D | Wound down | |
| T•• U•• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $700,000 as of Mar 31, 2023 | no Form D | Wound down | |
| T•• I••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $1.9M as of Apr 15, 2024 | no Form D | Harvest | |
| T•• T•• E••••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $9.0M as of Mar 31, 2023 | no Form D | Wound down | |
| T•••••••• E••••• P••••••• ••••• A••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $51.9M as of Apr 15, 2024 | no Form D | Harvest | |
| T•• W••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $4.1M as of Mar 31, 2023 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• V• ••••• A••••••• L••• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $823M as of Apr 15, 2024 | no Form D | Harvest | |
| T•••••••• C•••••• P••••••• V• ••••• A••••••• F••• a• L••• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $40.7M as of Apr 15, 2024 | no Form D | Harvest | |
| T•••••••• C•••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $364M as of Apr 15, 2024 | no Form D | Mature | |
| T•••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $114M as of Apr 30, 2018 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• F••• I• F••••• R••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $46.2M as of Apr 30, 2018 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• F••• I•• O•••••• R••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $33.2M as of Apr 30, 2018 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• F••• •• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $31.0M as of Apr 30, 2018 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $24.7M as of Apr 30, 2018 | no Form D | Wound down | |
| T•••••••• C•••••• P••••••• G•••• V• L••• ADV: Private Equity Fund | Buyout fund | unknown | $5.1M as of Apr 15, 2024 | no Form D | Successor fundraising | |
| T•••••••• C•••••• P••••••• F••• I•• C••••• R••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Apr 30, 2018 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| T•• S•• C•••••••• L••• | Private Equity Fund | 2026 to 2026 | $108M filed May 13, 2026 | reports.adviserinfo.sec.gov | |
| T•• R•••• C•••••••• L••• | Private Equity Fund | 2026 to 2026 | $12.2M filed May 13, 2026 | reports.adviserinfo.sec.gov | |
| T•••••••• C•••••• P••••••• V• C• P••••••• ••••• A••••••• L• | Private Equity Fund | 2026 to 2026 | $0 filed May 13, 2026 | reports.adviserinfo.sec.gov | |
| T•••••••• C•••••• P••••••• V• C• ••••• A••••••• L• | Private Equity Fund | 2026 to 2026 | $0 filed May 13, 2026 | reports.adviserinfo.sec.gov | |
| T•••••••• C•••••• P••••••• V••• ••••• A••••••• L• | Private Equity Fund | 2026 to 2026 | $0 filed May 13, 2026 | reports.adviserinfo.sec.gov |
Team
6 current, 3 former
Managing partner (2)
- J•••• H••••• M••••• · Co-President; Partner · 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)
- J••••• L•••• · Co-President; Partner · 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 (2)
- C•••••• N•• A•••• · Member; Manager · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• D••••• J•••• · Member, Manager · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- E••••• N•• A•••• · Chief Financial Officer; Partner · since Apr 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••••• K•••• R••• · Partner; Chief Compliance Officer; General Counsel · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- C•••••• C••• M•••• · Member, Manager · Dec 1, 2013 to Mar 30, 2017 Inference
- C••••••••• R••• M•••••• · Member, Manager · Dec 1, 2013 to Mar 31, 2022 Inference
- J•• E••• M•••••• · Member, Manager · Dec 1, 2013 to Mar 22, 2019 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
12 relationships
Placement agents (12)
- E••••••• G•••• L••••• 8 shared · very strong · last Jan 1, 2023
- M•••••• C•••••• S•••••••• L•• 4 shared · strong · last Jan 1, 2018
- G•••• P••• S•••• 2 shared · recurring · last Jan 1, 2023
- S•••••• N••••••• • C••••••• I••••••••• 2 shared · recurring · last Jan 1, 2018
- U•••••••• L•• 2 shared · recurring · last Jan 1, 2023
- F•••• H••• K••• L•••••• 2 shared · recurring · last Jan 1, 2023
- M••••• S•••••• 2 shared · recurring · last Jan 1, 2018
- G•••••••• • C••• L•• 2 shared · recurring · last Jan 1, 2013
- F•••••• C•••••• P••••••• L••• 2 shared · recurring · last Jan 1, 2023
- B••••••• C•••••• I••• 2 shared · recurring · last Jan 1, 2013
- B•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2015
- C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2015
LP commitments
1 disclosed
- P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in T•••••••• C•••••• P••••••• V• ••••• A••••••• L••• $150M pa.gov
Events
2 most recent
- May 13, 2026••• Locked
- Dec 13, 2011••• Locked
Across the graphs
T•••••••• N•••• A•••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Allocators1Real 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.
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