DFX Intelligence
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C•••• S••••• C••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· New York, NYc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $10B
- PE fund assets
- $7.7B
- PE funds
- 35
- Investments held
- 261 of 261
- Deals, last 12 months
- 3
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Last 12 months 3Most recent 2 months ago
- Graphs 4
- Lenders 1Placement agents 4
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 39 of 39 distinct vehicles are sworn Private Equity Funds; 25 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $7.72bn Private Equity Fund GAV on the Form ADV filed 2024-07-02
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 39 of 39 distinct vehicles are sworn Private Equity Funds; 25 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 31, 2026
- RAUM
- $10Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 35
- PE fund GAV, latest filing
- $7.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $10Bevery private fund type, latest filing
- 2024 PE fund GAV
- $7.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-02, latest gav Private Equity Fund $7.7B, latest counts Private Equity Fund 25, lifetime distinct Private Equity Fund 39
- Employees
- 58
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
259 observed deals
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
- ••• Locked
Observed from deals on record
- roles
- add on 5, unknown 253, platform 3
- period
- to 2026-07-01, from 2022-01-21, undated holdings 254, dated observations 13
- window
- last 2026-07-01, first 2022-01-21
- control
- control 5, unknown 256
- companies
- 259
- geography
- investments
- 261
- seller kinds
- transactions
- 6
- cadence by year
- 2022 add ons 1, other deals 1, 2025 add ons 1, 2026 add ons 3
- platform add on
- add ons 5, platforms 3, add ons per platform 1.67
- sector known for
- 21
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.023, value media telecom, examples Conterra Ultra Broadband, Valor Telecom, Encompass Digital Media, Enterprise Media, count 5, share 0.019, value industrial manufacturing, examples Polar, Tractech, Inc., Beverage Canners, GoEngineer, count 3, share 0.012, value software, examples Rocket Software, Kopis, Silverware Inc., count 3, share 0.012, value tech enabled services, examples AVANT, Domain 6, Strava Technology Group, count 2, share 0.008, value healthcare services, examples Team Select Home Care, Physiotherapy, count 1, share 0.004, value aerospace defense, examples Cadence Aerospace, count 1, share 0.004, value agriculture, examples Farm Fresh
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.023, value media telecom, examples Conterra Ultra Broadband, Valor Telecom, Encompass Digital Media, Enterprise Media, count 3, share 0.012, value software, examples Rocket Software, Kopis, Silverware Inc., count 2, share 0.008, value microsoft dynamics erp consulting, examples Domain 6, Strava Technology Group, count 2, share 0.008, value miscellaneous manufacturing, examples Polar, GoEngineer, count 1, share 0.004, value it services msp, examples AVANT, count 1, share 0.004, value aerospace defense, examples Cadence Aerospace, count 1, share 0.004, value beverage manufacturing, examples Beverage Canners, count 1, share 0.004, value home health, examples Team Select Home Care
259 companies on the graph (6 transactions); most in media telecom (6); 3 platforms and 5 add-ons; observed 2022 to 2026
Funds
39 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•• B••••• L•••• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $127M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• T• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $86.3M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• F••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $148M as of Jul 2, 2024 | no Form D | Early deployment | |
| C•• L••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $277M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• A••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $117M as of Jul 2, 2024 | no Form D | Early deployment | |
| C•• A•• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $90.7M as of Jul 2, 2024 | no Form D | Early deployment | |
| C•• C••••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $57.3M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• I• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $41.3M as of Jul 2, 2024 | no Form D | Early deployment | |
| M•• P•••••••• S•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $186,848 as of Mar 31, 2023 | no Form D | Wound down | |
| C•• S••••••• H••••••• I•••••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.5M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• C•• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $124M as of Nov 30, 2021 | no Form D | Wound down | |
| C•• S••••••• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $19.5M as of Jul 2, 2024 | no Form D | Mature | |
| C•••• S••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $1.5B as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $1.2B as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $880M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• P••••••• G•••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $137M as of Jul 2, 2024 | no Form D | Mature | |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $89.1M as of Jul 2, 2024 | no Form D | Unknown | |
| C•• I•••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $154,947 as of Jul 2, 2024 | no Form D | Harvest | |
| C•• K••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $64.3M as of Sep 9, 2015 | no Form D | Wound down | |
| C•• D••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $13.5M as of Sep 9, 2015 | no Form D | Wound down | |
| C•• E•••••••• F••• L•• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $13,917 as of Mar 28, 2019 | no Form D | Wound down | |
| C•• F•••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $172M as of Sep 9, 2015 | no Form D | Wound down | |
| C•• M•••••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $128M as of May 16, 2013 | no Form D | Wound down | |
| C•• C••••••• S•••••• H•••••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $57.1M as of May 16, 2013 | no Form D | Wound down | |
| C•••• S••••• C•••••• ••••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $44.0M as of Jul 2, 2024 | no Form D | Harvest | |
| I••• D••• H•••••••• L•• ADV: Private Equity Fund | Credit fund | 2013 first reported on Form ADV | $19.7M as of Apr 25, 2014 | no Form D | Wound down | |
| P••• A••••• P••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $1.4M as of Sep 9, 2015 | no Form D | Wound down | |
| C• L••••••••• P••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $10,000 as of Jun 13, 2018 | no Form D | Wound down | |
| C•• E•••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $0 as of Jul 2, 2024 | no Form D | Harvest | |
| C•• W••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $0 as of Jun 13, 2018 | no Form D | Wound down | |
| C•••• S••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.3B as of Jul 2, 2024 | no Form D | Harvest | |
| C•••• S••••• C•••••• P••••••• ••••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.2B as of Jul 2, 2024 | no Form D | Harvest | |
| C•••• S••••• C•••••• P••••••• I••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $221M as of Jul 2, 2024 | no Form D | Harvest | |
| C•••• S••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $87.7M as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $40.2M as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $24.0M as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.5M as of Jul 2, 2024 | no Form D | Unknown | |
| C•••• S••••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $103,052 as of Mar 28, 2019 | no Form D | Wound down | |
| C•• S•• F••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14,214 as of Mar 28, 2019 | no Form D | Wound down |
Team
71 current, 6 former
Managing partner (19)
- C••••••••• B••••• · President & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• B••••• · Managing Member · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• F••••• T••••• · Co-Founder & Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F••••• T••••• · Managing Member · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• Q••••••••• N••••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• Q••••••••• N••••• · Managing Partner & Co-Head of H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• D•••••• H••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•• D•••••• H••••• · Managing Member · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• F••••• V•••• · Managing Partner & Head of T••• & T•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• F••••• V•••• · Managing Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• D•••• W•••• · Managing Partner & Co-Head of H••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••• W•••• · Managing Member · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• M•••••• S•••••••• · Co-Founder, Managing Partner & Head of I•••••••••s · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• M•••••• S•••••••• · Managing Member · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• A••••• W•••• · Managing Partner & Co-Head of B••••••• Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A••••• W•••• · Managing Member · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A••••• D•••••• · Managing Partner · since Jun 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A••••• D•••••• · Co-Founder, Senior Partner & Co-Head of B••••••• Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F•••••• M••••••••• · Managing Member · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- B•• S••••••• · Resource Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• P•••• · Resource Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• A••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• P•••• · Resource Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H••••••••• · Facilities Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• W•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• V••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (6)
- A••• W•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- Z•••••• P••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (8)
- A••• Z•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D• W• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• C••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• M•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• R••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• K••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• R••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (8)
- A••• I••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• K••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• Y•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• W••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• B••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- G••• G••••••••• · E•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• H•••••••• · E•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- C••••••••• P••••• · Head of B••••••• Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- M•••••• L••••• · D•••••or of Capital M•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- J•••• S••••••• · D•••••or of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (11)
- A••••• C••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• L• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••••• H•••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• H••••• A•• · Chief Financial Officer / Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• H••••• A•• · C•••• C••••••••• O•••••• A•• C•••• F•••••••• O••••••• C•••• S••••• C•••••• M••••••••• L••• · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• R••• · D•••••or of Information T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• S•••••••• · Product Manager, Information T••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• H•••••• · Marketing Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• D••• · Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• J•••• · Vice President of Human R•••••••• & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• R•••• · E•••••••• Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (5)
- A•••••• V••• · Front Office Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••••• S•••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• S••••••••• · Senior Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••• · Senior Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• B•••••• · Senior Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- B•••• K•••• · Managing Member · Jul 1, 2012 to Mar 31, 2017 Inference
- J••• P••• C••••••• · Managing Member · Apr 1, 2016 to Mar 28, 2019 Inference
- R•••••• E•••• M••••••• · Managing Member · Jul 1, 2012 to Mar 31, 2017 Inference
- W•••••• T••••• C•••••• · Managing Member · Jul 1, 2006 to Mar 30, 2021 Inference
- A•••••• P••••••• M•••• · C•••• C••••••••• O••••••• C•••• S••••• C•••••• M••••••••• L••• · Aug 1, 2006 to Jul 2, 2024 Inference
- L••••• M•••• C••••••• · C•••• C••••••••• O••••••• C•••• S••••• C•••••• M••••••••• L••• · Jan 1, 2011 to Jul 10, 2017 Inference
Portfolio
261 relationships, 3 platforms, 5 add-ons
Showing 100 of 261 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 1, 2026 | Add-on acquisition | K•••• | Sponsor (confirmed) | velosio.com |
| Jul 1, 2026 | Add-on acquisition | A•••••• | Sponsor (confirmed) | velosio.com |
| Jun 1, 2026 | Add-on acquisition | D••••• 6• | Sponsor (confirmed) | prnewswire.com |
| Dec 17, 2025 | Exit to a strategic buyer | A•••• | Strategic acquirer (confirmed) | pamlicocapital.com |
| Jun 4, 2025 | Add-on acquisition | S••••• T••••••••• G•••• | Sponsor (confirmed) | velosio.com |
| Apr 1, 2022 | Add-on acquisition | S••••••••• I••• | Sponsor (derived) | velosio.com |
| Jan 21, 2022 | Debt financing | G••••••••• | Sponsor (confirmed) | churchillam.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (4)
- F•••• A••••• 3 shared · strong · last Jan 1, 2014
- L•••••• V••• A•••••• S••• A••••••••• G•••••• d• F••••• 3 shared · strong · last Jan 1, 2019
- F•••• A••••• P••••••• L•• 3 shared · strong · last Jan 1, 2019
- L•••••• V••• I••••••••• I•• 3 shared · strong · last Jan 1, 2014
Lenders (1)
- C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Jan 21, 2022
LP commitments
9 disclosed
- O••••• P••••• E•••••••• R••••••••• F••• in C•••• S••••• C•••••• P••••••• I•• L••• $100M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• in C•••• S••••• C•••••• P••••••• I••• L••• $75.0M oregon.gov
- M•••••••• S•••• B•••• o• I••••••••• in C•••• S••••• C•••••• P••••••• I•• L••• $164M msbi.us
- M•••••••• S•••• B•••• o• I••••••••• in C•••• S••••• C•••••• P••••••• I••• L••• $175M msbi.us
- M•••••••• S•••• B•••• o• I••••••••• in C•••• S••••• C•••••• P••••••• I•• L••• $150M msbi.us
- M•••••••• S•••• B•••• o• I••••••••• $100M msbi.us
- N•• J••••• D••••••• o• I••••••••• in C•••• S••••• C•••••• P••••••• I•• L••• $100M nj.gov
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in C•••• S••••• C•••••• P••••••• I•• L••• $10.0M content.copera.org
- C••••••• P••••• E••••••••• R••••••••• A••••••••• in C•••• S••••• C•••••• P••••••• I••• L••• $50.0M content.copera.org
Events
37 most recent
- Jun 30, 2026••• LockedLp commitment disclosedFactM•••••••• S•••• B•••• o• I•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Apr 9, 2026••• Locked
- Apr 2, 2026••• Locked
- Mar 31, 2026••• Locked
- Dec 17, 2025••• Locked
- Oct 29, 2025••• Locked
- Jun 25, 2025••• Locked
- May 27, 2025••• Locked
- Feb 25, 2025••• Locked
- Feb 3, 2025••• Locked
- Jan 14, 2025••• Locked
- Nov 25, 2024••• Locked
- Nov 12, 2024••• Locked
- Oct 30, 2024••• Locked
- Mar 7, 2024••• Locked
- Oct 31, 2023••• Locked
- May 8, 2023••• Locked
- Mar 16, 2023••• Locked
- Nov 3, 2022••• Locked
- Sep 12, 2022••• Locked
- Aug 25, 2022••• Locked
- Jul 14, 2022••• Locked
- Jul 11, 2022••• Locked
- Mar 31, 2022••• Locked
- Jan 27, 2022••• Locked
- Jan 13, 2022••• Locked
- Jan 3, 2022••• Locked
- Dec 30, 2021••• Locked
- Sep 2, 2021••• Locked
- Jul 19, 2021••• Locked
- Mar 8, 2021••• Locked
- Jan 28, 2021••• Locked
- Nov 11, 2020••• Locked
- Nov 3, 2020••• Locked
- Oct 12, 2020••• Locked
- Sep 1, 2020••• Locked
- Feb 14, 2012••• Locked
Across the graphs
C•••• S••••• C•••••• 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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