DFX Intelligence
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S•••• C•••••• P••••••• I•• L••
Private credit managerClassification probableunsizedSEC registered investment adviser· Needham Heights, MAs•••••••••.com
Private credit manager, running PRIVATE CREDIT, based in Needham Heights, MA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $286M
- PE fund assets
- $1.9M
- PE funds
- 2
- 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
- Graphs 2
- RAUM $286M
Classification
How this organization is classified, and on what basisPrivate credit manager · 1 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 1 of 2 private equity vehicles are named credit
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 8, 2013 to May 6, 2016
- RAUM
- $286Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $1.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $177Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2016-05-06, latest gav Private Equity Fund $1.9M, Securitized Asset Fund $175M, latest counts Private Equity Fund 2, Securitized Asset Fund 1, lifetime distinct Private Equity Fund 2, Securitized Asset Fund 1
- Employees
- 14
- Headquarters
- Needham Heights, MA
- 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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• C••••• O••••••••• F••• I• L•• ADV: Private Equity Fund | Credit fund | 2013 first reported on Form ADV | $1.3M as of May 6, 2016 | no Form D | Unknown | |
| Y•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $675,000 as of May 6, 2016 | no Form D | Unknown |
Team
2 current, 10 former
Managing partner (1)
- K••• S••••• · President · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- B•••••• M••••• D•••• · Chief Compliance Officer · since May 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
10 former (kept with end dates)
- A••••• M•••• · Manager/President/Chief Executive Officer · Nov 1, 2012 to Apr 30, 2015 Inference
- C••••••••• O••••••• · Co-President · Apr 1, 2015 to Dec 14, 2015 Inference
- D••••• P••••• W••••••• · Vice President/Chief Compliance Officer · Dec 1, 2014 to Jul 16, 2015 Inference
- D••••• P••• L•••••••• · Chief Compliance Officer · Nov 1, 2015 to May 6, 2016 Inference
- J•••• M••••• · Senior Vice President/Chief Compliance Officer/General Counsel · Jul 1, 2015 to Nov 30, 2015 Inference
- J•••• M••••• · Chief Compliance Officer/Senior Vice President, Underwriting And Loan Closing · Jan 1, 2013 to Jan 30, 2013 Inference
- R••••• K•••••• · Executive Vice President/Chief Financial Officer · Nov 1, 2012 to Jul 16, 2015 Inference
- D••••• O••••••• · Senior Vice President/Manager/Chief Credit Officer · Nov 1, 2012 to Sep 22, 2014 Inference
- M••• L••• K•••••••• · Executive Vice President · Nov 1, 2012 to Nov 30, 2015 Inference
- M••• P•••• · Executive Vice President/Manager · Nov 1, 2012 to Apr 30, 2015 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
- Sep 1, 2026Adviser CRD 166574 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jan 8, 2013S•••• C•••••• P••••••• I•• L•• first filed Form ADV in the extract (IA)
Across the graphs
S•••• C•••••• P••••••• I•• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA and Wealth1Private 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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