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 / C••••••• M••••••••• L••
C••••••• M••••••••• L••
For companies, management teams and investors seeking to generate long-term value.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 15 of 19 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $9.01bn Private Equity Fund GAV on the Form ADV filed 2024-04-02
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 15 of 19 distinct vehicles are sworn Private Equity Funds; 11 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 17, 2018 to Apr 2, 2024
- RAUM
- $7.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 13
- PE fund GAV, latest filing
- $9.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $9.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 79%
- Fund type mix
- filed 2024-04-02, latest gav Real Estate Fund $330M, Private Equity Fund $9.0B, latest counts Real Estate Fund 2, Private Equity Fund 13, lifetime distinct Real Estate Fund 4, Private Equity Fund 15
- Employees
- 35
- Headquarters
- New York, NY
- Office address
- 350 MADISON AVENUE, 8TH FLOOR, New York, NY, 10017
- Business phone
- 1-212-624-2940
Stated criteria beside observed behaviour
38 observed deals
Stated by the firm
- Sectors
- consumer, hospitality leisure, real estate
- 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 seek to leverage our deep travel and hospitality expertise to generate superior risk adjusted returns, while emphasizing capital preservation.
Observed from deals on record
- roles
- add on 1, unknown 35, platform 2
- period
- to 2025-04-29, from 2024-04-09, undated holdings 36, dated observations 4
- window
- last 2025-04-29, first 2024-04-09
- control
- control 2, unknown 36
- companies
- 38
- geography
- investments
- 38
- seller kinds
- transactions
- 2
- cadence by year
- 2024 platforms 1, 2025 add ons 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 12
- disclosed value usd
- n 0
- sector distribution
- count 7, share 0.184, value consumer services, examples Mystic Invest Holding, Umrahme, The Ray Hotel, Internova Travel Group, count 2, share 0.053, value industrial manufacturing, examples Ashore, EAST Miami, count 1, share 0.026, value industrial services, examples Guardian Alarm, count 1, share 0.026, value business services, examples Hertz Global Holdings, count 1, share 0.026, value transportation logistics, examples Avia Solutions Group
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.158, value other personal services, examples Umrahme, The Ray Hotel, Internova Travel Group, Getaway, count 2, share 0.053, value beverage manufacturing, examples Ashore, EAST Miami, count 1, share 0.026, value landscaping, examples Mystic Invest Holding, count 1, share 0.026, value security fire life safety systems, examples Guardian Alarm, count 1, share 0.026, value equipment rental, examples Hertz Global Holdings, count 1, share 0.026, value freight forwarding brokerage, examples Avia Solutions Group
38 companies on the graph (2 transactions); most in consumer services (7); 2 platforms and 1 add-ons; observed 2024 to 2025
Funds
15 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $97.0M as of Apr 2, 2024 | no Form D | Unknown | |
| C••••••• H••••••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.0M as of Apr 2, 2024 | no Form D | Unknown | |
| C••••••• H••••••• I• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $0 as of Apr 2, 2024 | no Form D | Unknown | |
| C• A••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.9B as of Apr 2, 2024 | no Form D | Unknown | |
| C• O••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.6B as of Apr 2, 2024 | no Form D | Unknown | |
| C• O••••••••• D••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3B as of Apr 2, 2024 | no Form D | Active deployment | |
| C• O••••••••• O••••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $1.3B as of Apr 2, 2024 | no Form D | Active deployment | |
| C••••••• L•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $260M as of Apr 2, 2024 | no Form D | Unknown | |
| C•• O•• O•• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $113M as of Feb 24, 2021 | no reporting | no Form D | Wound down |
| C• O••••••••• F••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $6.0M as of Apr 2, 2024 | no Form D | Unknown | |
| C• L•••••• O••••••••• L•• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $0 as of Apr 2, 2024 | no Form D | Unknown | |
| C•• O•• U•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Feb 24, 2021 | no reporting | no Form D | Wound down |
| C••••••• H••••••• ••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.7B as of Apr 2, 2024 | no Form D | Mature | |
| C••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $424M as of Apr 2, 2024 | no Form D | Mature | |
| C••••••• H••••••• ••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $324M as of Apr 2, 2024 | no Form D | Mature |
Team
47 current, 3 former
Managing partner (2)
- G••• O••••• · Founder & Senior Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••• O••••• · Founder, Senior Managing Director And Member · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (20)
- A••• I••••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M•••••• F••••• · Shareholder · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• M•••••• F••••• · Senior Managing Director & Head of Management Committee · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L•••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D••••••• B••••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- H•••• H••••••• B•••••• · Senior Managing Director And Member · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• H••••••• B•••••• · Senior Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J•• M•••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••••• O•••• · Member · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• K••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- N•••• H•••• · Senior Managing Director & Head of R••• E••••• · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- N•••• H•••• · Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- N•••• H•••• · Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- N•••• H•••• · Senior Managing Director and Head of R••• E••••• · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P••••••• C••••••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• M••••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S•••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T•• K•••• · Senior Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• L•••• · Managing Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- A••• M•••• · Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••• K•• · Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• K••• · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• K••• · Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Vice president (5)
- D••• K••••• · Senior Associate · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J••••• W•••••• · Vice President · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- K•••• E•••••• · Senior Associate · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• G••••• · Senior Associate · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- V••••• L• · Senior Associate · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- S•••• C•••• · Managing Director, Portfolio Operations · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- A•••• D•••• · Associate of Capital Formation · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
Platform (9)
- A••• L• · Controller · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• P•••• · Tax Director · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••••• · Director & Senior Legal Counsel · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D•• P•••• · Fund Controller · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• H••• · Managing Director & Associate General Counsel · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F•••••••• L•••••••• · Managing Director & General Counsel · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F•••••••• L•••••••• · Chief Compliance Officer, General Counsel And Managing Director · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• J••••• W••••• · Managing Director & Chief Financial Officer · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J••••• W••••• · Chief Financial Officer · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (5)
- C•••• A••••• · Advisor · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- D••••• F•••••• · Advisor · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••• · Advisor · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• A•••••• · Fund Accountant · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
- Y•••• K•• · Fund Coordinator · start date unknown I•••••ment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- J•••••• P••• N••••••• · Senior Managing Director And Member · Sep 1, 2022 to Mar 28, 2024 Inference
- J••• D•••••• O•••• · Partner · Apr 1, 2018 to Mar 20, 2019 Inference
- P•••• L•••••• · Chief Financial Officer · Mar 1, 2019 to Mar 28, 2024 Inference
Portfolio
38 relationships, 2 platforms, 1 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 20, 2025 | Exit to a strategic buyer | C••••••• R••• E••••• M••••••••• L•• | Seller (confirmed) | c•••••••.com |
| Apr 29, 2025 | Add-on acquisition | L•••••• T••••••••• H•••••••• I••• | Sponsor (derived) | c•••••••.com |
| Apr 9, 2024 | Platform acquisition | 3••••••• H••••• B••••• B••• B•• | Sponsor (confirmed) | c•••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- G•••••• S•••• • C•• L•• 4 shared · strong · last Jan 1, 2022
- M••••• S•••••• 4 shared · strong · last Jan 1, 2022
- C••••• S••••• S••••••••• •••• L•• 3 shared · strong · last Jan 1, 2018
- S•••••• W••••• M••••••••• S• 2 shared · recurring · last Jan 1, 2024
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
13 most recent
- Jul 1, 2026C••••••• and Clearview H•••• Capital Announce Acquisition of H•••• R•••••• Savannah
- Mar 31, 2026C••••••• M••••••••• L••: Private Equity Funds on Form ADV 13 (2024 extract) -> 12 (roster 2026-09-01)
- Dec 29, 2025FS Group and C••••••• to form strategic partnership for the development of international High-Speed rail
- Sep 10, 2025Trinity I•••••ments and C••••••• Announce S••• of E••• M•••• to Blackstone R••• E•••••
- Aug 20, 2025Trinity I•••••ments Forms Strategic Partnership with C••••••• T•••••• M••••••• S••• o• H•••• R•••••• G••••••••
- Aug 20, 2025Trinity I•••••ments Forms Strategic Partnership with C••••••• T•••••• M••••••• S••• o• H•••• R•••••• G••••••••
- Apr 29, 2025T••••••••• Announces Closing of Merger with L•••••• T••••••••• and Finalizes Conversion to a Nevada Corporation
- Feb 18, 2025Shift4 to Acquire G••••• B•••, the Leading Specialty Payments and Technology Provider Serving Luxury Brands
- Sep 16, 2024C••••••• and TMGOC Ventures Acquire T•• R•• H••••, Curio Collection by H•••••, in Delray B••••, FL
- Jul 1, 2024C••••••• and HHM H••••s Partner to Acquire High Quality H•••• in Downtown San Diego
- Apr 9, 2024C••••••• Acquires the 3••••••• H••••• B••••• B••• B••
- Apr 9, 2024C••••••• Acquires the 3••••••• H••••• B••••• B••• B••
- Apr 17, 2018C••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• M••••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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