DFX Intelligence
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L•••• E•••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· New York, NYl•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.5B
- PE fund assets
- $2.7B
- PE funds
- 18
- Investments held
- 77 of 143
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors technology,softwareGeography North America,Europe
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.73bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 31, 2026
- RAUM
- $6.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 18
- PE fund GAV, latest filing
- $2.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 88%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $2.7B, latest counts Private Equity Fund 14, lifetime distinct Other Private Fund 1, Private Equity Fund 15, Venture Capital Fund 1
- Employees
- 44
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
143 observed deals
Stated by the firm
- Sectors
- technology, software
- Geography
- North America, 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
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 143
- period
- to unknown, from unknown, undated holdings 143, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 143
- companies
- 143
- geography
- investments
- 143
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 25
- disclosed value usd
- n 0
- sector distribution
- count 15, share 0.105, value software, examples Aventri, WorkStep Inc., EHS Insight, Sectors, count 3, share 0.021, value media telecom, examples Longboard Media, NinjaCat, Radiate Media (MatchBin), count 2, share 0.014, value education, examples Concept3D, Ready Education, count 1, share 0.007, value healthcare it, examples VisiQuate, count 1, share 0.007, value financial services, examples Relay, count 1, share 0.007, value healthcare services, examples Planet DDS, count 1, share 0.007, value tech enabled services, examples ECI, count 1, share 0.007, value industrial manufacturing, examples Tulip
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 12, share 0.084, value software, examples Aventri, EHS Insight, Sectors, Fusion Risk Management, count 3, share 0.021, value media telecom, examples Longboard Media, NinjaCat, Radiate Media (MatchBin), count 2, share 0.014, value vertical software, examples WorkStep Inc., Tripleseat, count 2, share 0.014, value education, examples Concept3D, Ready Education, count 1, share 0.007, value healthcare it, examples VisiQuate, count 1, share 0.007, value financial services, examples Relay, count 1, share 0.007, value dental, examples Planet DDS, count 1, share 0.007, value it managed services, examples ECI
143 companies on the graph (0 transactions); most in software (15); no dated observations
Funds
17 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••• E••••• G••••• P••••••• V• L••• ADV: Private Equity Fund | Growth fund | 2022 first reported on Form ADV | $447M as of Mar 28, 2024 | no Form D | Early deployment | |
| L•••• S••••••••• C•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $109M as of Mar 28, 2024 | no Form D | Early deployment | |
| L•••• E••••• O••••••••• F••• 2•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 year in the fund name | $156M as of Mar 28, 2024 | no Form D | Early deployment | |
| L•••• E••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $1.9M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• E••••• G••••• P••••••• I•• L• ADV: Private Equity Fund | Growth fund | 2019 first reported on Form ADV | $931M as of Mar 28, 2024 | no Form D | Successor fundraising | |
| L•••• E••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $17.1M as of Mar 28, 2024 | no Form D | Mature | |
| L•••• E••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $21,048 as of Mar 28, 2024 | no Form D | Unknown | |
| L•••• E••••• O••••••••• F••• 2•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 year in the fund name | $299M as of Mar 28, 2024 | no Form D | Mature | |
| L•••• S••••••••• C•••••• I• L••• ADV: Private Equity Fund | SPV | 2018 first reported on Form ADV | $56.1M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• E••••• G••••• P••••••• I••• L• ADV: Private Equity Fund | Growth fund | 2017 first reported on Form ADV | $378M as of Mar 28, 2024 | no Form D | Unknown | |
| L•••• S• • S••••••••• L•• ADV: Other Private Fund | SPV | 2017 first reported on Form ADV | $4.0M as of Mar 28, 2018 | no Form D | Wound down | |
| L•••• E••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $1.3M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• S• • A•••••••• L•• ADV: Private Equity Fund | SPV | 2017 first reported on Form ADV | $0 as of Mar 27, 2020 | no Form D | Wound down | |
| L•••• E••••• O••••••••• F••• 2•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2015 year in the fund name | $47.6M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• E••••• G••••• P••••••• I•• L••• ADV: Private Equity Fund | Growth fund | 2014 first reported on Form ADV | $224M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• E••••• G••••• P••••••• I• L••• ADV: Private Equity Fund | Growth fund | unknown | $61.1M as of Mar 28, 2024 | no Form D | Harvest | |
| L•••• S••••••••• C•••••• I••• L••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
64 current, 1 former
Managing partner (4)
- B•• L•••• · Co-Founder and CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• L•••• · Member And Ceo · since May 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• M•••••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (6)
- B•••• O•••••• · Partner, S••••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• C••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• I•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• G•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• B•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• E•••••••• T••••••••• · Member · since Sep 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- A••••• T••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• B•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• J•••••• · Principal, S••••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (8)
- C••••• N••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• Y• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• L•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• P•••• · Vice President, S••••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (6)
- B•• W••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• N•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• P•••• · Associate, S••••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• D••• · Associate, S••••••••• Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• K•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (6)
- B•••• T••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• O•• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• C••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• L• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• P•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (4)
- C•••• H••• · Operating Partner, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C•••••••• · Operating Expert, Retention · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S••••• · Operating Partner, Tech & AI · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• Y••• · Operating Partner, Product Strategy & AI · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- T•• S•••••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- M••••• L•• · Vice President of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (22)
- A••••••••• H•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••• · Operating Expert, Operations and M&A · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• M•••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• W••••• M•••••• · Chief Compliance Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••••• M••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••••• · Finance Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• H••••••••• · Vice President of Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• R•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• K•• · Operating Expert, Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••••• R•••• · Office Manager and Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• F••••••• · Operating Expert, Revenue Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• H••• · Operating Expert, Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••• · Finance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• L••• · Partner and Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• E•••••• L••• · Chief Operating Officer · since Feb 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• C•••••••• · Office Manager and Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• C•••• · Head of NextL•••• Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• H•••••• · Special Operator, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• H••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• S•••••••• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T•• · Head of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• L••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- A•• K••••• · Head of NLO Go To Market · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• A•••• · Head of Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- G••••• M•••••••• · Member And Partner · May 1, 2009 to Feb 10, 2023 Inference
Portfolio
143 relationships, 0 platforms, 0 add-ons
Showing 100 of 143 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
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
1 relationships
Placement agents (1)
- T••• I••••••••• A••••••••• I••• 1 shared · one time · last Jan 1, 2012
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, 2026••• Locked
- Mar 30, 2012••• Locked
Across the graphs
L•••• E••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA 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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