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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / A••••••• V•••••••• I•••
A••••••• V•••••••• I•••
We solve complex capital challenges by designing solutions that align with your unique growth journey.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 24 of 24 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.64bn Private Equity Fund GAV on the Form ADV filed 2024-07-08
- Strategies
- SECONDARIES
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 24 of 24 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 19, 2014 to Jul 8, 2024
- RAUM
- $783Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $639Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $639Mevery private fund type, latest filing
- 2024 PE fund GAV
- $639Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-08, latest gav Private Equity Fund $639M, latest counts Private Equity Fund 15, lifetime distinct Private Equity Fund 24
- Employees
- 9
- Headquarters
- San Francisco, CA
- Office address
- 631 FOLSOM STREET, STE A & B, San Francisco, CA, 94107-3850
- Business phone
- (707) 653-6892
Stated criteria beside observed behaviour
44 observed deals
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
- roles
- unknown 44
- period
- to unknown, from unknown, undated holdings 44, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 44
- companies
- 44
- geography
- investments
- 44
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 12
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.182, value software, examples RiskIQ, Lithium, palantir, Reputation, count 2, share 0.045, value media telecom, examples Trading View, Rocketfuel, count 1, share 0.023, value financial services, examples pilot, count 1, share 0.023, value transportation logistics, examples Uber
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 5, share 0.114, value software, examples RiskIQ, Lithium, palantir, Automattic, count 3, share 0.068, value vertical software, examples Reputation, Navan, Liftoff, count 2, share 0.045, value media telecom, examples Trading View, Rocketfuel, count 1, share 0.023, value financial services, examples pilot, count 1, share 0.023, value local delivery, examples Uber
44 companies on the graph (0 transactions); most in software (8); no dated observations
Funds
24 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R••••••• V•••••••• L• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $1.4M as of Jul 8, 2024 | no Form D | Unknown | |
| B•••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $39.2M as of Jul 8, 2024 | no Form D | Unknown | |
| C••••••••• V••••••• A•••• V•• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $23.1M as of Jul 8, 2024 | no Form D | Unknown | |
| A••••••• V••••••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $187M as of Jul 8, 2024 | no Form D | Early deployment | |
| A••••••• V••••••• A•••• V••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $11.5M as of Sep 14, 2022 | no Form D | Wound down | |
| T••• H••• • A••••••• A•••• P•••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $11.2M as of Jul 8, 2024 | no Form D | Early deployment | |
| A••••••• V••••••• A•••• V••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $6.6M as of Jul 8, 2024 | no Form D | Unknown | |
| C•••••••• S••••••• A•••• F•••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $4.8M as of Jul 8, 2024 | no Form D | Unknown | |
| A••••••• V••••••• A•••• V••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $3.2M as of Jul 8, 2024 | no Form D | Early deployment | |
| A••••••• V••••••• A•••• V••• L• ADV: Private Equity Fund | Continuation vehicle | 2022 first reported on Form ADV | $3.0M as of Jul 8, 2024 | no Form D | Early deployment | |
| A••••••• V••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $116M as of Jul 8, 2024 | no Form D | Unknown | |
| A••••••• V••••••• A•••• V• L• ADV: Private Equity Fund | Continuation vehicle | 2021 first reported on Form ADV | $18.9M as of Jul 8, 2024 | no Form D | Unknown | |
| A••••••• V••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $154M as of Jul 8, 2024 | no Form D | Harvest | |
| A••••••• V••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $18.9M as of Jul 8, 2024 | no Form D | Mature | |
| A••••••• V••••••• F••• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $13.2M as of Mar 31, 2019 | no Form D | Wound down | |
| A••••••• V••••••• F••• V••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $363,034 as of Mar 29, 2018 | no Form D | Wound down | |
| A••••••• V••••••• F••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $83,692 as of Mar 29, 2018 | no Form D | Wound down | |
| A••••••• V••••••• F••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $31,903 as of Mar 29, 2018 | no Form D | Wound down | |
| A••••••• H••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $0 as of Mar 29, 2018 | no Form D | Wound down | |
| A••••••• V••••••• A•••• I••••• L• ADV: Private Equity Fund | Continuation vehicle | 2016 first reported on Form ADV | $2.6M as of Mar 31, 2019 | no Form D | Wound down | |
| A••••••• V••••••• A•••• I••••• L• ADV: Private Equity Fund | Continuation vehicle | 2015 first reported on Form ADV | $7.2M as of Mar 31, 2019 | no Form D | Wound down | |
| A••••••• V••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $47.2M as of Jul 8, 2024 | no Form D | Unknown | |
| A••••••• V••••••• A•••• I••• L• ADV: Private Equity Fund | Continuation vehicle | unknown | $11.5M as of Mar 31, 2019 | no Form D | Wound down | |
| A••••••• E••••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.6M as of Jul 8, 2024 | no Form D | Unknown |
Team
13 current, 2 former
Managing partner (3)
- B•• B•••• · Co-founder & Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• D•••• B•••• · Shareholder, Director And Ceo · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• T•••• S•••• · CO-FOUNDER & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- C•••• N•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• K•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- S•••• D•••• · VP, RAISE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- G••••• G•••••• · Sr. Associate, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- M•••••• S••• G•••••• · Trustee And Beneficiary · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A••••• S•••••• · Partner & COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• G•••••• H••••• · VP & General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• T•••• S•••• · Shareholder, Cco, Coo, Cfo And Treasurer · since Sep 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• H•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- B••••••• G•••••• H••••• · Trustee · Feb 1, 2012 to Mar 31, 2017 Inference
- C••••••••• A••••• T••• · Cto And Chief Data Scientist · Sep 1, 2013 to Mar 31, 2023 Inference
Portfolio
44 relationships, 0 platforms, 0 add-ons
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
5 relationships
Placement agents (5)
- H••••••• M••••• I••••••••• L•• 9 shared · very strong · last Jan 1, 2021
- S••••• L••• P•••••••• L•• 3 shared · strong · last Jan 1, 2024
- H•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2021
- A••• A••••••• L•• 1 shared · one time · last Jan 1, 2019
- H•••••••• A••••••••• L•• 1 shared · one time · last Jan 1, 2023
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
- Apr 30, 2026A••••••• V•••••••• I•••: Private Equity Funds on Form ADV 15 (2024 extract) -> 18 (roster 2026-09-01)
- Nov 19, 2014A••••••• V•••••••• I••• first filed Form ADV in the extract (ERA)
Across the graphs
A••••••• V•••••••• I••• 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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