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 / P•••••••• C••••••
P•••••••• C••••••
P•••••••• C•••••• is a private investment firm focused on partnering with strong management teams to build market-leading companies in service-focused industries.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.42bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“P•••••••• is a leading private equity firm with over $8 billion in assets under management.”p••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 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
- Jan 27, 2021 to Mar 29, 2024
- RAUM
- $3.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $1.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $1.4B, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 12
- Employees
- 44
- Headquarters
- San Francisco, CA
- Office address
- ONE LETTERMAN DRIVE, BUILDING C, SUITE CP-500, THE PRESIDIO OF SAN FRANCISCO, San Francisco, CA, 94129-1492
- Business phone
- (415)738-4340
Stated criteria beside observed behaviour
13 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 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.154, value industrial services, examples July 8, November 12, count 1, share 0.077, value media telecom, examples Media Inquiries
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value hvac plumbing mechanical, examples July 8, count 1, share 0.077, value media telecom, examples Media Inquiries, count 1, share 0.077, value security fire life safety systems, examples November 12
13 companies on the graph (0 transactions); most in industrial services (2); no dated observations
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••••• C•••••• F••• I• C•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $33.1M as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••••• C•••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $14.1M as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $29.3M as of Mar 29, 2024 | no Form D | Early deployment | |
| P•••••••• C•••••• F••• I• E•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $7.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| P•••••••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $882M as of Mar 29, 2024 | no Form D | Active deployment | |
| P•••••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $159M as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••••• C•••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $105M as of Mar 29, 2024 | no Form D | Active deployment | |
| P•••••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $85.7M as of Mar 29, 2024 | no Form D | Unknown | |
| P•••••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $80.8M as of Mar 29, 2024 | no Form D | Active deployment | |
| P•••••••• C•••••• F••• I•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $18.8M as of Mar 29, 2024 | no Form D | Active deployment | |
| P•••••••• C•••••• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $8.0M as of Mar 29, 2024 | no Form D | Unknown |
Team
5 current, 0 former
Partner (2)
- C••••••••• J••• C•••••• · Member · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• R•••••• L••••• · Member · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- A•• H•••• A••••• · Chief Financial Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• M•••••• K••••• · Chief Compliance Officer And Chief Administrative Officer · since Sep 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- P•••••••• A• · Portfolio Company Essential Services Market Headquarters · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
13 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
1 relationships
Placement agents (1)
- C•••••••• ••••• L•• 4 shared · strong · 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
- Mar 31, 2026P•••••••• C••••••: Private Equity Funds on Form ADV 12 (2024 extract) -> 14 (roster 2026-09-01)
- Jan 27, 2021P•••••••• C•••••• first filed Form ADV in the extract (IA)
Across the graphs
P•••••••• C•••••• 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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