DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / M••••• I••••••••• G•••• I••
M••••• I••••••••• G•••• I••
M••••• Investment Group
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 14, 2012 to Mar 26, 2024
- RAUM
- $9.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery 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 2024-03-26, latest gav , latest counts , lifetime distinct Private Equity Fund 1
- Employees
- 231
- Headquarters
- Westwood, MA
- Office address
- 80 UNIVERSITY AVE, Westwood, MA, 02090
- Business phone
- 781-471-3500
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
- We focus on our clients’ priorities; we believe the satisfaction and confidence that our clients feel is reflected in relationships that date back to our firm’s founding in 1978.
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• I•• F•••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $2.4M as of Dec 21, 2012 | no Form D | Unknown |
Team
11 current, 17 former
Managing partner (3)
- J•••• E••••• M••••• · Chairman Of The Board Of Directors · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• S•••• W•••••• · Co-Chief Executive Officer, Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• P•••••• M•••••• · Co-Chief Executive Officer, Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (6)
- A•••• R••••• E•••• · Managing Principal · 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)
- C••••••••• F••••• · Managing Principal, Director · 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••• A••••• H••••••• · Managing Principal, Director · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• F•• C••••••• · Managing Principal, Director · 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)
- L•••••• a• F•••••• · Managing Principal, Director · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• B••••••••• · Managing Principal, Director · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- M•••••• B•••• L••••••• · Chief Compliance Officer, Vice President · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• G• Z•••• · Chief Legal Officer · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
17 former (kept with end dates)
- A••• D•••• S••••••• · Chief Compliance Officer, Managing Principal · Jun 1, 2001 to Jul 7, 2023 Inference
- A••• Y• B••••••• · Director Of Finance · Jan 1, 2012 to Mar 29, 2020 Inference
- E••• P•••• C••••••• · Managing Principal, Chief Compliance Officer, Director Of Finance · Mar 1, 2021 to Dec 5, 2022 Inference
- K••••• C••••• · Managing Principal, Chief Operating Officer, Director · Dec 1, 2015 to Apr 28, 2022 Inference
- L•••• B•••••• · Chief Operating Officer · Jun 1, 2004 to Mar 29, 2016 Inference
- T•••• R••• A••••••••• · Managing Principal, Chief Marketing Officer · Jan 1, 2021 to May 18, 2023 Inference
- E••••• G•••••••• B••••••• · Managing Principal · Jan 1, 2012 to Mar 30, 2021 Inference
- F•••• E••••• B••••• · Managing Principal · Sep 1, 2007 to Mar 30, 2021 Inference
- J••• J••••• M••••• · Principal · Dec 1, 2009 to Mar 26, 2015 Inference
- K•• R••• C••••••• · Managing Principal · Mar 1, 2019 to Mar 30, 2021 Inference
- K•••• S••• · Principal · Jan 1, 2012 to Mar 26, 2015 Inference
- M••• A••• F••••••• · Senior Principal · Dec 1, 2012 to Mar 28, 2017 Inference
- M••••••• D•••• D•••• · Managing Principal · Jan 1, 2012 to Mar 30, 2021 Inference
- N••• A•••• R•• · Managing Principal · Mar 1, 2019 to Mar 30, 2021 Inference
- T•• G•••••• F•••••••• · Managing Principal · Mar 1, 2019 to Mar 30, 2021 Inference
- T•• L•••• D••••••• · Managing Principal · Nov 1, 2015 to Mar 30, 2021 Inference
- W••••• F•••••• P••••• · Principal · Dec 1, 2009 to Mar 29, 2016 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
- Aug 10, 2026M••••• I••••••••• G•••• I••: Private Equity Funds on Form ADV 0 (2024 extract) -> 1 (roster 2026-09-01)
- Mar 14, 2012M••••• I••••••••• G•••• I•• first filed Form ADV in the extract (IA)
Across the graphs
M••••• I••••••••• G•••• I•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent 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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