DFX Intelligence
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M•••• C•••••• M••••••••• L••
Hybrid managerClassification probableLower middle marketSEC registered investment adviser· New York, NY
Hybrid manager, based in New York, NY.
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
- $2.2B
- PE fund assets
- $509M
- PE funds
- 1
- 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 $2.2B
Classification
How this organization is classified, and on what basisHybrid manager · 2 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 5
- Size band
- Lower middle marketdefined by: proxy: $0.51bn Private Equity Fund GAV on the Form ADV filed 2026-03-31
Classification history (2)
- Sep 23, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 1 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 5
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 31, 2026
- RAUM
- $2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $509Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $509Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 17%
- Fund type mix
- filed 2026-03-31, latest gav Hedge Fund $2.2B, Private Equity Fund $509M, latest counts Hedge Fund 2, Private Equity Fund 1, lifetime distinct Hedge Fund 5, Private Equity Fund 1
- Employees
- unknown
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
0 on record, 1 more on the reporting tape
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| J••• T•••• C•••••• L•• | Private Equity Fund | 2026 to 2026 | $509M filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
Team
0 current, 0 former
No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page.
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
1 most recent
- Feb 24, 2012••• Locked
Across the graphs
M•••• C•••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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