DFX Intelligence
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R•••••••• C•••••• P•••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $18B
- PE fund assets
- $18B
- PE funds
- 46
- Investments held
- 17 of 18
- Deals, last 12 months
- 2
Form ADV
Form ADV
Form ADV
DFX transaction tape
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 8 Jul 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.
- 2 deals180 days
2 deals since 20 May 2026: bought V••••••• (add-on, 9 Sep) and E•••••••• (add-on, 20 May).
What it is buying now is the best guide to what it will buy next.
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
- 49 of 50 distinct vehicles are sworn Private Equity Funds; 46 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $17.72bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
- Strategies
- Private credit
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)49 of 50 distinct vehicles are sworn Private Equity Funds; 46 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)39 of 39 distinct vehicles are sworn Private Equity Funds; 37 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $18B · 46 PE funds · filed Mar 31, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 17, 2014 to Mar 31, 2026
- RAUM
- $18Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 46
- PE fund GAV, latest filing
- $18Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $18Bevery private fund type, latest filing
- 2024 PE fund GAV
- $18Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 98%
- Fund type mix
- Private equity fund: 46 funds, $18B reported gross assets, 49 ever reported
- Real estate fund: 1 fund, $60.4M reported gross assets
- Employees
- 47
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour4 of 8 criteria stated · 17 observed dealsShowHide
Stated by the firm
- Sectors
- Financial services, real estate
- Geography
- Global
- 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
- ••• Locked
Observed from deals on record
- On record
- 17 companies, 18 holdings, 4 transactions
- Period
- 2021 to 2026 (9 dated observations, 13 holdings undated)
- Most deals
- Financial services (7 of 17, e.g. Oak Hills Advisors and Pierpont Securities), software (4 of 17)
- Subsectors
- Financial services (7 of 17), vertical software (3 of 17), software (1 of 17)
- Deal roles
- 4 platforms, 2 add-ons, 12 with role not stated
- Add-ons per platform
- 0.50 add-ons per platform
- Control
- 4 control, 14 not stated
- Where
- Ca (1 of 17)
- By year
- 2021: 1 other deal; 2022: 1 platform; 2026: 2 add-ons
17 companies on the graph (4 transactions); most in financial services (7); 4 platforms and 2 add-ons; observed 2021 to 2026
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.
15 families, 50 vehicles on record
R•••••••• C•••••• P••••••• P• O••••••••• F••• I• •••• V••••• L••• · 4 vehicles · vintage 2025$2.0B
- R•••••••• C•••••• P••••••• P• O••••••••• F••• I• •••• V••••• L••• Buyout fund$1.5B
- R•••••••• C•••••• P••••••• P• O••••••••• F••• I••• •••• V••••• L••• Buyout fund$380M
- R•••••••• C•••••• P••••••• P• O••••••••• F••• I• •••• •••• V••••• L••• Buyout fund$121M
- R•••••••• C•••••• P••••••• P• O••••••••• F••• I• ••• •••• V••••• L••• Buyout fund$10.0M
R•• S•• I••••••••• L• · 1 vehicle · vintage 2024$555M
- R•• S•• I••••••••• L• buyout or unlabelled$555M
R•• C••••• O••••••••• F••• I•• D••••••••• S•• •••• V••• L••• · 2 vehicles · vintage 2024$210M
- R•• C••••• O••••••••• F••• I•• D••••••••• S•• •••• V••• L••• Credit fund · 2024$205M
- R•• C••••• O••••••••• F••• I•• Q•••• •••• V••• L••• Credit fund · 2024$4.5M
R•• M• I••••••••• L•• · 3 vehicles · vintage 2023$1.3B
- R•• M• I••••••••• L•• buyout or unlabelled · 2023$888M
- R•• M• I••••••••• a• L• buyout or unlabelled · 2022$336M
- R•• M• I••••••••• B• L• buyout or unlabelled · 2022$125M
R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I•••• L••• · 5 vehicles · vintage 2021$3.0B
- R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I•••• L••• Buyout fund · 2021$2.0B
- R•••••••• C•••••• P••••••• O••••••••• F••• V•• •• F••• I•••• L••• Buyout fund · 2021$629M
- R•••••••• C•••••• P••••••• O••••••••• F••• V••• •• F••• I•••• L• Buyout fund · 2024$254M
- R•••••••• C•••••• P••••••• O••••••••• F••• V• •••• •• F••• I•••• L••• Buyout fund · 2022$82.7M
- R•••••••• C•••••• P••••••• O••••••••• F••• V••• •• F••• I•••• L••• Buyout fund · 2021$6.1M
Co-investment vehicles · 19 vehicles · vintage 2020$7.0B
- R•• A•••••• C••••••••• L••• Co-investment vehicle · 2020$4.3B
- R•• H•••••• C••••••••• L••• Co-investment vehicle · 2021$1.3B
- R•••••••• C••• C••••••••• L••• Co-investment vehicle · 2018$341M
- R•• S•• C•••••••• a• L• Co-investment vehicle$207M
- R•• S•• C•••••••• B• L• Co-investment vehicle$171M
- R•• B••••••• C••••••••• L••• Co-investment vehicle$160M
- R•• C•••••• C•••••••• L• Co-investment vehicle$130M
- Z•••• C•••••••• a• L• Co-investment vehicle · 2022$106M
- R•• E•••••• C••••••••• L••• Co-investment vehicle · 2017$70.4M
- R•• I••••• C••••••••• L••• Co-investment vehicle · 2019$68.3M
- Z•••• C•••••••• B• L• Co-investment vehicle · 2022$66.5M
- R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I••• C••••••••• L••• Co-investment vehicle · 2023$28.3M
- R•• C••• C••••••••• L••• Co-investment vehicle · 2018$15.8M
- R•• L••• C••••••••• L••• Co-investment vehicle$1.3M
- R•• V••• C••••••••• L••• Co-investment vehicle · 2020$458,140
- R•• K••••• C••••••••• L••• Co-investment vehicle · 2016$140,566
- R•• L••• C••••••••• L••• Co-investment vehicle · 2020$91,619
- R•• D••••• C••••••••• L••• Co-investment vehicle · 2017$0
- R•••••••• R•• C••••••••• L• Co-investment vehicle
9 smaller families are in the full list of vehicles.
View all 50 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••••• C•••••• P••••••• O••••••••• F••• V••• •• F••• I•••• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $254M as of Mar 31, 2026 | $0 | Early deployment | |
| R•• C••••• O••••••••• F••• I•• D••••••••• S•• •••• V••• L••• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $205M as of Mar 31, 2026 | no Form D | Early deployment | |
| R•• C••••• O••••••••• F••• I•• Q•••• •••• V••• L••• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $4.5M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• M• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $888M as of Mar 31, 2026 | no Form D | Active deployment | |
| R•• A•••• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $95.7M as of Mar 31, 2026 | no Form D | Active deployment | |
| R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $28.3M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• M• I••••••••• a• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $336M as of Mar 31, 2026 | $0 | Mature | |
| R•• M• I••••••••• B• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $125M as of Mar 31, 2026 | no Form D | Active deployment | |
| Z•••• C•••••••• a• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $106M as of Mar 31, 2026 | $0 | Active deployment | |
| R•••••••• C•••••• P••••••• O••••••••• F••• V• •••• •• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $82.7M as of Mar 31, 2026 | $0 | Active deployment | |
| Z•••• C•••••••• B• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $66.5M as of Mar 31, 2026 | no Form D | Active deployment | |
| R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2021 Form D first sale | $2.0B as of Mar 31, 2026 | $1.6B | Active deployment | |
| R•• H•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $1.3B as of Mar 31, 2026 | no Form D | Active deployment | |
| R•••••••• C•••••• P••••••• O••••••••• F••• V•• •• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2021 Form D first sale | $629M as of Mar 31, 2026 | $1.6B | Active deployment | |
| R•• C••••••••• C••••• F••• •••• I••• L•• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $27.6M as of Mar 31, 2026 | $0 | Harvest | |
| R•• C••••• O••••••••• F••• Q• S•• •••• I•••• L• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $22.7M as of Mar 31, 2026 | no Form D | Successor fundraising | |
| R•••••••• C•••••• P••••••• O••••••••• F••• V••• •• F••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2021 Form D first sale | $6.1M as of Mar 31, 2026 | $1.6B | Active deployment | |
| R•• C••••••••• C••••• F••• •••• I••••• L•• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $451,191 as of Mar 31, 2026 | $0 | Harvest | |
| R•• A•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $4.3B as of Mar 31, 2026 | no Form D | Unknown | |
| R•• C••••• O••••••••• F••• D••••••••• S•• •••• I•••• L••• ADV: Private Equity Fund | Credit fund | 2020 Form D first sale | $289M as of Mar 31, 2026 | $227M | Successor fundraising | |
| L••• J•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $122M as of Oct 19, 2023 | no Form D | Wound down | |
| R•• V••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $458,140 as of Mar 31, 2026 | no Form D | Harvest | |
| R•• L••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $91,619 as of Mar 31, 2026 | no Form D | Harvest | |
| R•• I••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $68.3M as of Mar 31, 2026 | no Form D | Unknown | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• ••••••••• L••• ADV: Private Equity Fund | Buyout fund | 2019 Form D first sale | $53.6M as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2018 Form D first sale | $1.7B as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• •••••••• L••• ADV: Private Equity Fund | Buyout fund | 2018 Form D first sale | $635M as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $341M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• C••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $15.8M as of Mar 31, 2026 | no Form D | Unknown | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• •••• L••• ADV: Private Equity Fund | Buyout fund | 2018 Form D first sale | $3.5M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• E•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $70.4M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• D••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $0 as of Mar 31, 2026 | no Form D | Harvest | |
| R•• O•• F••• I• ••••••••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $0 as of Mar 31, 2026 | no Form D | Unknown | |
| R•• O•• F••• I• ••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $0 as of Mar 31, 2026 | no Form D | Unknown | |
| R•• K••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $140,566 as of Feb 2, 2022 | no Form D | Wound down | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $435M as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• •••••••• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $359M as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C•••••• P••••••• O••••••••• F••• I• •••• L••• ADV: Private Equity Fund | Buyout fund | 2015 first reported on Form ADV | $6.9M as of Mar 31, 2026 | no Form D | Mature | |
| R•••••••• C•••••• P••••••• P• O••••••••• F••• I• •••• V••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.5B as of Mar 31, 2026 | $0 | Unknown | |
| R•• S•• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $555M as of Mar 31, 2026 | $0 | Unknown | |
| R•••••••• C•••••• P••••••• P• O••••••••• F••• I••• •••• V••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $380M as of Mar 31, 2026 | $0 | Unknown | |
| R•• S•• C•••••••• a• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $207M as of Mar 31, 2026 | $0 | Unknown | |
| R•• S•• C•••••••• B• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $171M as of Mar 31, 2026 | no Form D | Unknown | |
| R•• B••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $160M as of Mar 31, 2026 | $0 | Unknown | |
| R•• C•••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $130M as of Mar 31, 2026 | $0 | Unknown | |
| R•••••••• C•••••• P••••••• P• O••••••••• F••• I• •••• •••• V••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $121M as of Mar 31, 2026 | $120M | Unknown | |
| R•••••••• C•••••• P••••••• P• O••••••••• F••• I• ••• •••• V••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $10.0M as of Mar 31, 2026 | $0 | Unknown | |
| R•• L••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $1.3M as of Oct 19, 2023 | no Form D | Wound down | |
| W••••••• O••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8,191 as of Mar 31, 2026 | $0 | Unknown | |
| R•••••••• R•• C••••••••• L• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); 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.
36 current, 2 former
- Co-Founder, Partner
- Managing Member · since Jun 1, 2014
- L•••••• Partner And Managing Partner · since Jul 1, 2013
- Managing Director
- Managing Director
Full team · 36 peoplegrouped by role, with sources
Managing partner (3)
- A••• C•••••• · Co-Founder, Partner · start date unknown Firm website
- A•••••••• a• C•••••• · Managing Member · since Jun 1, 2014 Form ADV Firm website
- M••••• R•••• B•••••••• · L•••••• Partner And Managing Partner · since Jul 1, 2013 Form ADV Firm website Press release Press release
Partner (4)
- D••••• B••••• · Managing Director · start date unknown Firm website
- J••••• C••••• · Managing Director · start date unknown Firm website
- M••••••• S••• · Managing Director · start date unknown Firm website
- P•••• C••••••••• A•••• · L•••••• Partner And Partner · since Jul 1, 2013 Form ADV Firm website
Principal (2)
- D•••• P••••• · Director of Capital Partnering · start date unknown Firm website
- J•• V•••• · Associate Director - Capital Partnering · start date unknown Firm website
Vice president (11)
- A••• T••• · Senior Associate · start date unknown Firm website
- B•• P••••• · Senior Vice President · start date unknown Firm website
- B•••• F••••• · Senior Associate - Capital Partnering · start date unknown Firm website
- C••• v•• G•• · Vice President · start date unknown Firm website
- D••••• Y• · Vice President · start date unknown Firm website
- J••• M•••••••• · Senior Associate · start date unknown Firm website
- J•••••• M•••••••• · Senior Vice President · start date unknown Firm website
- J••••••• R••• · Vice President · start date unknown Firm website
- K•••• J•••• · Senior Associate · start date unknown Firm website
- T•••• R••• · Senior Vice President · start date unknown Firm website
- W••• H••••• · Senior Associate · start date unknown Firm website
Associate (7)
- D••••• R••••• · Associate · start date unknown Firm website
- I•••• L••• · Associate · start date unknown Firm website
- M•• F•••• · Associate · start date unknown Firm website
- M••• C•••••• · Associate · start date unknown Firm website
- N••• P••••• · Associate · start date unknown Firm website
- S•• S•••••• · Associate · start date unknown Firm website
- Z••••• Y••• · Associate · start date unknown Firm website
Analyst (1)
- J•••• F•••••••• · Analyst - Capital Partnering · start date unknown Firm website
Business development (1)
- M•••••• L•• · Head of Investment Strategy & Origination · start date unknown Firm website
Investor relations (1)
- L••• A••••• · Head of Investor Relations & Project Management · start date unknown Firm website
Platform (6)
- A•••• A•••••• · VP of Finance & Fund Controller · start date unknown Firm website
- D•••• S••••• · Chief Financial Officer · start date unknown Firm website
- G••••• D••••••• · Accounting Associate · start date unknown Firm website
- P•••• L••••• · Chief Administrative Officer · start date unknown Firm website
- R••••• F••••• · VP of Finance & Controller · start date unknown Firm website
- T••••• B••••• M••••••••• · General Counsel And Chief Compliance Officer · since Oct 1, 2023 Form ADV Firm website
2 former (kept with end dates)
- R•••••• M•• D•••• · General Counsel And Chief Compliance Officer · Jun 1, 2019 to Mar 31, 2021 Inference
- T•••••• K• S••••••• · General Counsel And Chief Compliance Officer · Mar 1, 2021 to Oct 19, 2023 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. 18 portfolio relationships and 7 transactions are on this record.
20 on record, newest first · 4 platforms · 2 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | V••••••• add-on to E•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 0 months | unknown | prnewswire.com |
| May 20, 2026 transaction announcement | E•••••••• add-on to O••••• I••• | Portfolio relationship | Add-on | active held 4 months | unknown | Fact Press release |
| May 20, 2026 | E•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 4 months | unknown | prnewswire.com |
| Sep 9, 2025 | S••••• M•••• M••••••••• | Exit to a strategic buyer | Seller (confirmed) | exited exited Sep 9, 2025 | unknown | prnewswire.com |
| Apr 6, 2022 | C••• | Platform acquisition | Sponsor (confirmed) | active held 4.5 years | unknown | caisgroup.com |
All 20 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | V••••••• add-on to E•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 0 months | unknown | prnewswire.com |
| May 20, 2026 transaction announcement | E•••••••• add-on to O••••• I••• | Portfolio relationship | Add-on | active held 4 months | unknown | Fact Press release |
| May 20, 2026 | E•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 4 months | unknown | prnewswire.com |
| Sep 9, 2025 | S••••• M•••• M••••••••• | Exit to a strategic buyer | Seller (confirmed) | exited exited Sep 9, 2025 | unknown | prnewswire.com |
| Apr 6, 2022 | C••• | Platform acquisition | Sponsor (confirmed) | active held 4.5 years | unknown | caisgroup.com |
| Dec 30, 2021 | M••••••• B••••• | Majority investment | Sponsor (confirmed) | active held 4.7 years | M••••• R•••• B•••••••• (confirmed) | greatersumventures.com |
| Aug 2, 2019 | A•••••• G••••• I••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | lycap.com |
| May 9, 2019 | A•••••• G••••• I••• | Exit to a strategic buyer | Strategic acquirer (confirmed) | not in the portfolio read | unknown | lycap.com |
| date unknown | R••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | K•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | P••••••• S••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | K•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | V•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B••• B•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | V••••••••• B•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | N•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O•• H•••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O••••• I••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | B••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
22 relationships
Placement agents (14)
- A••••• C•••••• A••••••• L•••••• 9 shared · very strong · last Mar 3, 2022
- A••••• C•••••• A••••••• L•••••• 7 shared · very strong · last Jan 1, 2023
- P•••••••• C•••••• L••• 4 shared · strong · last Jan 1, 2020
- A••••••••• C••••••• I••• 4 shared · strong · last Jan 1, 2019
- A•• C•••••• 3 shared · strong · last Jun 16, 2025
- S••••••• P••••••• C•••••• L•• 3 shared · strong · last Jan 1, 2016
- A•••• F•••••••• S••••••• I••• 3 shared · strong · last Mar 3, 2023
- H•••••• L•• 3 shared · strong · last Jan 1, 2016
- F••••••• V••••••• N•• 3• L• 3 shared · strong · last Jan 1, 2016
- M•••••• C•••••• A• 3 shared · strong · last Jan 1, 2016
- J••••• C•••••• 3 shared · strong · last Jun 16, 2025
- B•••• L•• 3 shared · strong · last Jan 1, 2016
- B••• S••••• C•••••• L••• 3 shared · strong · last Mar 3, 2023
- A•••• P••••••• 3 shared · strong · last Jun 16, 2025
Financial advisers (5)
- R•••••• J•••• • A••••••••• I••• 1 shared · one time · last Sep 9, 2026
- B••••••• • C••••••• L•• 1 shared · one time · last Sep 9, 2026
- R•••••• J•••• L••• 1 shared · one time · last Dec 30, 2021
- M••••• S•••••• • C•• L•• 1 shared · one time · last Sep 9, 2026
- W•••••• B•••• 1 shared · one time · last Dec 30, 2021
Legal advisers (3)
- R•••• • G••• L•• 1 shared · one time · last Sep 9, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last Dec 30, 2021
- W••••••••• 1 shared · one time · last Sep 9, 2026
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.
2 LPs, 4 disclosed commitments
- N•• Y••• S•••• C••••• R••••••••• F•••2 commitments to 1 fund · $75.5M disclosed
- L•• A•••••• C••• E••••••••• R••••••••• S•••••2 commitments to 1 fund · $50.0M disclosed, 1 undisclosed
All 4 commitmentsgrouped by LP, largest first
N•• Y••• S•••• C••••• R••••••••• F••• $75.5M disclosed
- in R•••••••• C•••••• P••••••• O••••••••• F••• V• •• F••• I•••• L••• $50.5M osc.ny.gov
- fund not resolved $25.0M osc.ny.gov
L•• A•••••• C••• E••••••••• R••••••••• S••••• $50.0M disclosed
Events
60 most recent
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Full timeline · 60 eventsnewest first, including the LP commitments and deals above
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Across the graphs
R•••••••• C•••••• P••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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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