DFX Intelligence
Private Equity Intelligence
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Firms / C•••••••• S•••••••• C•••••• L••
C•••••••• S•••••••• C•••••• L••
Private credit manager · probableLower middle marketBoston, MAc••••••••.comSEC exempt reporting adviser
••• Locked
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2023-06-29
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jun 22, 2020 to Jun 29, 2023
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $57.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $57.6Mevery 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
- 100%
- Fund type mix
- filed 2023-06-29, latest gav Private Equity Fund $57.6M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Boston, 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 |
|---|---|---|---|---|---|---|
| C•••••••• S•••••••• C••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $29.2M as of Jun 29, 2023 | no Form D | Early deployment | |
| B•••••• M•••••••• P••••••• I• L• ADV: Private Equity Fund | Credit fund | unknown | $28.4M as of Jun 29, 2023 | no Form D | Mature |
Team
1 current, 3 former
Partner (1)
- J•••• S••••• M••••• · Co-Owner · 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)
3 former (kept with end dates)
- B•••• M•••••• C•••••• · Sole Member · Jun 1, 2019 to Mar 22, 2022 Inference
- K•• S• P••••• · Member · Jul 1, 2010 to Jan 22, 2021 Inference
- T••••••• M• P••••• · Member · Jul 1, 2010 to Jan 22, 2021 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
1 relationships
Placement agents (1)
- I•••••• C•••••• L•• 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
- Sep 1, 2026Adviser CRD 309829 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Jun 22, 2020C•••••••• S•••••••• C•••••• L•• first filed Form ADV in the extract (ERA)