DFX Intelligence
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O••••••••• P•••••••• L•
Buyout firmClassification probableMiddle marketSEC registered investment adviser· New York, NYo•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.9B
- PE fund assets
- $2.6B
- PE funds
- 27
- 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
- Sectors technology
- Graphs 4
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $2.65bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
Classification history (2)
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 15 distinct vehicles are sworn Private Equity Funds; 15 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 28, 2019 to Mar 31, 2026
- RAUM
- $6.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 27
- PE fund GAV, latest filing
- $2.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $2.6B, latest counts Private Equity Fund 15, lifetime distinct Private Equity Fund 15
- Employees
- 26
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- technology
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
15 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•• C•••••••• I•• L• • M• S••••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $25.0M as of Mar 25, 2024 | no Form D | Unknown | |
| O•• C•••••••• S•••••• a• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $23.4M as of Mar 25, 2024 | no Form D | Unknown | |
| O••••••••• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $508M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• F••• I• •• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $120M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• I• L• S••••• F• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $54.8M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• I• L• S••••• E• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $39.4M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• I•• L• • S••••• C• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $111M as of Mar 25, 2024 | no Form D | Unknown | |
| O••••••••• P••••••• C•••••••• I•• L• • S••••• B• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $57.4M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• I•• L• • S••••• D• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $36.9M as of Mar 25, 2024 | no Form D | Unknown | |
| O••••••••• P••••••• C•••••••• S••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $36.2M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• S•••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $10.3M as of Mar 25, 2024 | no Form D | Early deployment | |
| O••••••••• P••••••• C•••••••• I•• L• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $14.9M as of Mar 25, 2024 | no Form D | Unknown | |
| O••••••••• P••••••• A••• L• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $580M as of Mar 25, 2024 | no Form D | Mature | |
| O••••••••• P••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $852M as of Mar 25, 2024 | no Form D | Active deployment | |
| O••••••••• P••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $179M as of Mar 25, 2024 | no Form D | Mature |
Team
37 current, 0 former
Managing partner (3)
- J••• K•••• · Partner & Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• B•••••••• · CEO & Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• C•••• · President & Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (8)
- A•••••• N••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• R••• G••••• · Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• R••• G••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• P•••••• K•••• · Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• L••• B•••••••• · Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• S••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••••• W•••••• C•••• · Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- A•••• L•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• L•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• T••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (10)
- A••••• C•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• K•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• K••••• · 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•••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• I••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• H••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• K••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• G••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (9)
- D•••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• V••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• P••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• C•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- E••••• M• B••••• · Chief Financial Officer · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• W•••• · Partner & Chief Legal Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• K••••••• H••••• · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
2 relationships
Placement agents (2)
- S••••••• P••••••• L•• 4 shared · strong · last Jan 1, 2023
- H••••• W••••••• 3 shared · strong · last Jan 1, 2024
LP commitments
9 disclosed
- P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in O••••••••• P••••••• F••• I• L• $100M pa.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in O••••••••• P••••••• F•••• L• amount not disclosed lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in O••••••••• P••••••• F••• I• L• amount not disclosed lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• amount not disclosed lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• amount not disclosed lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $50.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in O••••••••• P••••••• F••• I• L• $25.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in O••••••••• P••••••• F•••• L• $20.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $50.0M lacers.org
Events
6 most recent
- Mar 31, 2026••• Locked
- Dec 31, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 17, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 17, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 28, 2019••• Locked
Across the graphs
O••••••••• P•••••••• L• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1
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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