DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / V••••• C•••••• A•••••••• L••
V••••• C•••••• A•••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-12-13
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 23 of 23 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2020 to Dec 13, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $40.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $40.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $40.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-13, latest gav Private Equity Fund $40.8M, latest counts Private Equity Fund 14, lifetime distinct Private Equity Fund 23
- Employees
- unknown
- Headquarters
- Staten Island, 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
- 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
20 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V••••• C•••••• P••••••• B•••• S••••• a• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $2.2M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• K••••• S••••• C• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $5.5M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• C••••• S••••• D• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $3.3M as of Mar 31, 2023 | no Form D | Wound down | |
| V••••• C•••••• P••••••• C••••• S••••• C• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $1.9M as of Mar 31, 2023 | no Form D | Wound down | |
| V••••• C•••••• P••••••• A••••••••• A•••••••• L•• S••••• G• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $5.2M as of Dec 13, 2024 | no Form D | Early deployment | |
| V••••• C•••••• P••••••• K••••• S••••• a• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $4.8M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• K••••• S••••• B• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $4.8M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• C••••• S••••• a• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $4.3M as of Mar 31, 2023 | no Form D | Wound down | |
| V•• A••••••••• A•••••••• L•• S••••• 1• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $3.0M as of Dec 13, 2024 | no Form D | Unknown | |
| V•• A••••••••• A•••••••• L•• S••••• 2• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.9M as of Dec 13, 2024 | no Form D | Unknown | |
| V•• A••••••••• A•••••••• L•• S••••• 3• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.9M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• C••••• S••••• B• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $1.4M as of Mar 31, 2023 | no Form D | Wound down | |
| V••••• C•••••• P••••••• A••••••••• A•••••••• L•• S••••• F• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $1.1M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• A••••••••• A•••••••• L•• S••••• E• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $3.2M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P•••••••• L•• A••••••••• A••••••• S••••• D• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.8M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• A••••••••• A•••••••• L•• S••••• C• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.7M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• A••••••••• A•••••••• L•• S••••• B• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.5M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• • A••••••••• A••••••• • L•• S••••• a• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.4M as of Dec 13, 2024 | no Form D | Unknown | |
| V••••• C•••••• P••••••• A•••••• L•• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $895,000 as of Sep 3, 2021 | no Form D | Wound down | |
| V••••• C•••••• P••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.4M as of Apr 2, 2020 | no Form D | Wound down |
Team
3 current, 0 former
Managing partner (3)
- D•••• Z•• S•••••• · Co-Owner, Managing Member · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• C•••• L••• · Co-Owner, Managing Member · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• S••••• · Co-Owner, Managing Member, And Chief Compliance Officer · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
17 relationships
Placement agents (17)
- B•• L••• E••••••••• I••• 13 shared · very strong · last Jan 1, 2024
- J••••• O•••••• 11 shared · very strong · last Jan 1, 2022
- C•••••• C••••••••• L•• 11 shared · very strong · last Jan 1, 2024
- J•••• V•••••• 10 shared · very strong · last Jan 1, 2024
- Y• M•••••••• P• 10 shared · very strong · last Jan 1, 2023
- D••••• S••• 8 shared · very strong · last Jan 1, 2023
- S•••••• T•••• 8 shared · very strong · last Jan 1, 2023
- M•••• S••••• 8 shared · very strong · last Jan 1, 2023
- E•••••• H•••• 7 shared · very strong · last Jan 1, 2023
- A•••• B••••••••• 7 shared · very strong · last Jan 1, 2023
- D•••••• M•••••••• 4 shared · strong · last Jan 1, 2022
- E••••• C••••••••• L•• 4 shared · strong · last Jan 1, 2022
- E••• O•••• 4 shared · strong · last Jan 1, 2022
- N•••• S••••• 3 shared · strong · last Jan 1, 2022
- I• L••• 2 shared · recurring · last Jan 1, 2022
- N••••• A••• 2 shared · recurring · last Jan 1, 2022
- J••••• H••••••• 1 shared · one time · last Jan 1, 2022
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
- Mar 31, 2026V••••• C•••••• A•••••••• L••: Private Equity Funds on Form ADV 14 (2024 extract) -> 18 (roster 2026-09-01)
- Mar 30, 2020V••••• C•••••• A•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
V••••• C•••••• A•••••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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…