DFX Intelligence

Private Equity Intelligence

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Firms / C•••••• G••••• C••••• I••••••••• M••••••••• L•••••

C•••••• G••••• C••••• I••••••••• M••••••••• L•••••

Private credit manager · probableUpper middle marketNew York, NYc••••••.comSEC registered investment adviser

C•••••• is one of the world’s largest and most diversified global investment firms, with $485 billion of assets under management across 3 business segments and 678 investment vehicles.

Classification

Class: Private credit managerprobable, confidence 70%
Basis: R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band: Upper middle marketdefined by: proxy: $20.75bn Private Equity Fund GAV on the Form ADV filed 2024-07-03
Strategies: PRIVATE CREDIT, SECONDARIES

Classification history (2)

Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-2)
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-1)
R2: 25 of 41 private equity vehicles are named credit

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 22, 2013 to Jul 3, 2024
RAUM: $47Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 56
PE fund GAV, latest filing: $21Breported gross assets (Form ADV), not fund size
All private fund GAV: $22Bevery private fund type, latest filing
2024 PE fund GAV: $21Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 95%
Fund type mix: filed 2024-07-03, latest gav Real Estate Fund $434M, Other Private Fund $1.1B, Private Equity Fund $21B, latest counts Real Estate Fund 1, Other Private Fund 2, Private Equity Fund 56, lifetime distinct Real Estate Fund 1, Other Private Fund 2, Private Equity Fund 62
Employees: 305
Headquarters: New York, NY
Office address: ONE VANDERBILT AVENUE, SUITE 3400, New York, NY, 10017
Business phone: 212-813-4900

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: not stated or not yet read

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

64 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
C•••••• C•••••• O••••••••• C••••• P••••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$465M as of Jul 3, 2024	no Form D	Unknown
C••• A•••• A••••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$177M as of Jul 3, 2024	no Form D	Unknown
C••• M•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$74.2M as of Jul 3, 2024	no Form D	Unknown
C•••••• C••••• O••••••••• F••• I•• P•••••• S••••••••• V•••••• B•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$60.3M as of Jul 3, 2024	no Form D	Unknown
C•• J•••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$55.8M as of Jul 3, 2024	no Form D	Unknown
C••• F•••• A••••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$49.7M as of Jul 3, 2024	no Form D	Unknown
C•••••• A•••• F•••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$21.1M as of Jul 3, 2024	no Form D	Unknown
C•••••• S••••••••• S•••••••• G• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$13.4M as of Jul 3, 2024	no Form D	Unknown
C•••••• C•• P••••••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$10.0M as of Jul 3, 2024	no Form D	Unknown
C•••••• C••••• O••••••••• C•••• S••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$8.5M as of Jul 3, 2024	no Form D	Unknown
T•• C••••• K•• C••••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$726,718 as of Jul 3, 2024	no Form D	Unknown
C•••••• D••••••••• P•••••• I••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2024 first reported on Form ADV	$0 as of Jul 3, 2024	no Form D	Unknown
C•••••• I••••••••• C••••• F••• I• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$0 as of Jul 3, 2024	no Form D	Unknown
C•••••• C••••• O••••••••• F••• I•• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$1.0B as of Jul 3, 2024	no Form D	Unknown
C••• N•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$372M as of Jul 3, 2024	no Form D	Early deployment
C••• S••••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$361M as of Jul 3, 2024	no Form D	Early deployment
C•• O••••••• F••• ••••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2023 first reported on Form ADV	$241M as of Jul 3, 2024	no Form D	Early deployment
C•••••• C••••• O••••••••• F••• I• G• C•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$231M as of Jul 3, 2024	no Form D	Early deployment
C•••••• D••••• L•••••• F••• ••••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$228M as of Jul 3, 2024	no Form D	Early deployment
C•••••• C•••• I••••••••• C••••• P•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$166M as of Jul 3, 2024	no Form D	Early deployment
C•••••• S•••••••• P••••••• 2• L••• ADV: P•••••• Equity Fund	Fund of funds	2023 first reported on Form ADV	$143M as of Jul 3, 2024	no Form D	Unknown
C•••••• C••••• O••••••••• F••• I••• M•••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$141M as of Jul 3, 2024	no Form D	Early deployment
C••• P••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$71.1M as of Jul 3, 2024	no Form D	Unknown
C••• C••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$43.1M as of Jul 3, 2024	no Form D	Early deployment
C•••••• R•••••••• L••• F••• I• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$24.3M as of Jul 3, 2024	no Form D	Early deployment
C•••••• C••••• O••••••••• T• C••••••••• L••••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$21.4M as of Jul 3, 2024	no Form D	Early deployment
C•••••• A••••• R•••••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$6.1M as of Jul 3, 2024	no Form D	Unknown
C•••••• I••••••••• C••••• F••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$709M as of Jul 3, 2024	no Form D	Early deployment
C•••••• D••••• L•••••• D••••••• C•• 2••••• P••••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2022 year in the fund name	$466M as of Jul 3, 2024	no Form D	Early deployment
C•••••• B•••• O••••••••• C••••• P••••••••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$457M as of Jul 3, 2024	no Form D	Early deployment
C•• I• C••••••• B••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$74.6M as of Jul 3, 2024	no Form D	Early deployment
C•••••• A••••• I••••••••• C••••• P•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$68.6M as of Jul 3, 2024	no Form D	Unknown
C•••••• F••••• S••••••••• S•••••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$34.5M as of Jul 3, 2024	no Form D	Early deployment
C•••••• C••••• O••••••••• F••• I• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$5.6B as of Jul 3, 2024	no Form D	Active deployment
C•••••• S•••••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$1.3B as of Jul 3, 2024	no Form D	Active deployment
C•••••• O•••••• C••••• P••••••••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$380M as of Jul 3, 2024	no Form D	Active deployment
M••••• M••••• C••••• F••• I•• L•• ADV: Other P•••••• Fund	Credit fund	2021 first reported on Form ADV	$247M as of Jul 3, 2024	no Form D	Active deployment
C•••••• R•••••••• L••• F••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$111M as of Jul 3, 2024	no Form D	Active deployment
C•••••• C••••• P••••••• 2• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$189M as of Jul 3, 2024	no Form D	Mature
C•••••• C••••• P•••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$189M as of Jul 3, 2024	no Form D	Mature
C•••••• C•• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	2020 first reported on Form ADV	$143M as of Jul 3, 2024	no Form D	Mature
C•••••• T•••• R• C•••••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$89.6M as of Jul 3, 2024	no Form D	Mature
C••• G•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$23.1M as of Jul 3, 2024	no Form D	Active deployment
C•• 2•••••• L••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 year in the fund name	$12.7M as of Jul 3, 2024	no Form D	Unknown
C••• N•••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$337,000 as of Mar 31, 2021	no Form D	Wound down
C•••••• S•••••••• P••••••• I• ADV: P•••••• Equity Fund	Secondaries fund	2018 first reported on Form ADV	$2.4B as of Jul 3, 2024	no Form D	Mature
C•••••• C••••• O••••••••• F••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$1.9B as of Jul 3, 2024	no Form D	Harvest
M• U•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$737M as of Jul 3, 2024	no Form D	Mature
C•• 2•••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 year in the fund name	$637M as of Jul 3, 2024	no Form D	Harvest
C•••••• E••••• M•••••••• O••••••••• F••• I• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$343M as of Jul 3, 2024	no Form D	Successor fundraising
C•• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$214M as of Jul 3, 2024	no Form D	Mature
C•••••• S•••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	Secondaries fund	2018 first reported on Form ADV	$43.3M as of Jul 3, 2024	no Form D	Harvest
C•• 2•••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 year in the fund name	$40.1M as of Jul 3, 2024	no Form D	Harvest
C•••••• E••••• M•••••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$9.4M as of Jul 3, 2024	no Form D	Harvest
C•••• I• M••••• C••••••••• P••••••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$482,000 as of Jul 3, 2024	no Form D	Harvest
C•••• M••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$188,000 as of Feb 16, 2023	no Form D	Wound down
C•••• A•••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$153,000 as of Feb 16, 2023	no Form D	Wound down
C•• I•• C•••••••• C••••••••• •••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$88,000 as of Mar 31, 2021	no Form D	Wound down
C•••••• S•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Secondaries fund	2018 first reported on Form ADV	$4,618 as of Jul 3, 2024	no Form D	Harvest
C•• I•• M••••••• C••••••••• •••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$0 as of Feb 16, 2023	no Form D	Wound down
C•••••• S••••••••• C••••• F••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$0 as of Jul 3, 2024	no Form D	Harvest
C•••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$0 as of Feb 16, 2023	no Form D	Wound down
M••••• M••••• C••••• F•••• L•• ADV: Other P•••••• Fund	Credit fund	2016 first reported on Form ADV	$805M as of Jul 3, 2024	no Form D	Mature
C•••••• D••••• L•••••• C•• 2•••••• L•• ADV: P•••••• Equity Fund	Credit fund	2015 year in the fund name	$558M as of Jul 3, 2024	no Form D	Mature

Team

9 current, 17 former

Managing partner (4)

D••••• A•••••• D•••••••• · Co-Founder - T•• C•••••• G•••• · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• M••• R••••••••• · Co-Founder - T•• C•••••• G•••• · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H••••• M••••••• S••••••• · Managing D•••••or/Chief Executive Officer - T•• C•••••• G•••• · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• E•••• C••••• · Co-Founder - T•• C•••••• G•••• · since Jul 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

H•••••• A•• M••••••• · Managing D•••••or/Chief Risk Officer - T•• C•••••• G•••• · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (4)

C•••••••• L•••••• Z••••• · Managing D•••••or - T•• C•••••• G••••; Chief Compliance Officer - C•••••• G••••• C••••• I••••••••• M••••••••• L••••• · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••••• W•••••• F••••••• · Managing D•••••or/General Counsel - T•• C•••••• G•••• · since Apr 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• C••••••••• R••••• · Managing D•••••or/Chief Financial Officer - T•• C•••••• G•••• · 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)
L•••••• P• L•••• · Chief Operating Officer - T•• C•••••• G•••• · since Jul 1, 2024 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)

G•••• A•••• Y••••••• · Co-Chief Executive Officer - T•• C•••••• G•••• · Jun 1, 2014 to Oct 16, 2020 Inference
K•••••• L•• · Chief Executive Office -T•• C•••••• G•••• · Oct 1, 2020 to Aug 30, 2022 Inference
M•••••• J••• P•••••• · Chief Executive Officer Of C•••••• Global M••••• Strategies Business Segment · Mar 1, 2010 to Jun 6, 2016 Inference
B•••• E••••• R•••••••• · Managing D•••••or/Chief Risk Officer - T•• C•••••• G•••• · Aug 1, 2011 to Mar 31, 2021 Inference
J•••••• L•••• · Managing D•••••or Of The C•••••• Group · May 1, 2016 to Mar 30, 2018 Inference
J••••• P•••••• · Managing D•••••or Of T•• C•••••• G•••• · Jan 1, 2014 to Mar 30, 2018 Inference
K•••••• J••• K••••• · Managing D•••••or Of T•• C•••••• G•••• · Nov 1, 2011 to Mar 31, 2015 Inference
M•••••• A•••••• H••• · Managing D•••••or Of T•• C•••••• G•••• · Aug 1, 2014 to Mar 30, 2018 Inference
C••••••••• F••• · Chief Operating Officer - T•• C•••••• G•••• · Mar 1, 2019 to Jul 3, 2024 Inference
C••••• L••• B•••• · Managing D•••••or/Cfo - T•• C•••••• G•••• · Dec 1, 2014 to Oct 4, 2023 Inference
I•• J••••• S•••••• · Chief Operating Officer And Chief Legal Officer Of C•••••• Global M••••• Strategies Business Segment · Nov 1, 2010 to May 30, 2014 Inference
K•••• T••• V•••••• · Chief Financial Officer Of C•••••• Global M••••• Strategies Business Segment · Jul 1, 2011 to Mar 31, 2015 Inference
M•••••• C•••••••• C••••••• · Chief Compliance Officer · Jan 1, 2013 to Jan 7, 2016 Inference
O••• M••••••• · Chief Operating Officer Of C•••••• Global M••••• Strategies Business Segment · May 1, 2014 to Mar 31, 2015 Inference
R•••••• A•••••• S•••••••• · Chief Compliance Officer · Jan 1, 2016 to Jul 13, 2016 Inference
S••• E••• G•••••• · Chief Operating Officer And Chief Legal Officer Of C•••••• Global M••••• Strategies Business Segment · Jun 1, 2014 to Mar 30, 2017 Inference
V•••••••• N••••••••• R•••• · Chief Financial Officer Of C•••••• Global M••••• Strategies Business Segment · Sep 1, 2014 to Mar 30, 2018 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

38 relationships

Placement agents (38)

T•• C•••••• M•••••• L••••• 40 shared · very strong · last Jan 1, 2024
T•• S••••••••• L••••• 11 shared · very strong · last Jan 1, 2021
A••••••••• A••••••• L•••••• 5 shared · very strong · last Jan 1, 2024
M••••• I••••••••• I••• 4 shared · strong · last Jan 1, 2022
P•••••• A•••• M••••••••• ••••••• S••• 3 shared · strong · last Jan 1, 2016
K• I••••••••• a•• S••••••••• C•• L••• 3 shared · strong · last Jan 1, 2018
I•• S••••••••• C•• L••• 3 shared · strong · last Jan 1, 2024
P•••••• V•••• A••••••• I••••••••• L••• 3 shared · strong · last Jan 1, 2023
M••••• ••••••••• S••• A••••••••• d• F••••• d• I••••••••• 2 shared · recurring · last Jan 1, 2013
E•••• H••••••• L••• 2 shared · recurring · last Jan 1, 2018
K•••••••• A••••••••• I••••••••• A••••••• G••• 2 shared · recurring · last Jan 1, 2013
A••••••••• C•••••• 2 shared · recurring · last Jan 1, 2018
H• G••••• • P•••••• V•••• A••••••• I••••••••• L••• 2 shared · recurring · last Jan 1, 2022
P••••••••• W•••••• • C••• I••• 2 shared · recurring · last Jan 1, 2014
M••••• S•••••• 2 shared · recurring · last Jan 1, 2018
D•••••• A••••••••• •••• L••• 2 shared · recurring · last Jan 1, 2013
S•••••• B••• 2 shared · recurring · last Jan 1, 2022
A••••••• T•••• C••••••• N••• 1 shared · one time · last Jan 1, 2018
B• F••• M••••••••• L••••••••• S•••• 1 shared · one time · last Jan 1, 2024
I••••••• W••••• • I••••••••• 1 shared · one time · last Jan 1, 2018
A•••••••• P•••••• 1 shared · one time · last Jan 1, 2013
F•••••••• M••••••••• E••••••••• C•••••• S•• 1 shared · one time · last Jan 1, 2016
W•••• F•••• 1 shared · one time · last Jan 1, 2017
P•••••• V•••• A••••••• I••••••••• L••• 1 shared · one time · last Jan 1, 2024
F•••••••• M••••••••• C•••••• S•• 1 shared · one time · last Jan 1, 2014
A••••• W••••• M••••••••• L•• 1 shared · one time · last Jan 1, 2014
B••• J••••• B••• • C•• L••• 1 shared · one time · last Jan 1, 2016
B•••• B••••• V•••••• A••••••••• S••• 1 shared · one time · last Jan 1, 2017
T•• C••••••••• S••• 1 shared · one time · last Jan 1, 2018
C••••••••• W••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2016
B•••• B••••• V•••••• A••••••••• 1 shared · one time · last Jan 1, 2017
B••••••• 1 shared · one time · last Jan 1, 2022
C••••••• S••••• C••••••• L•• 1 shared · one time · last Jan 1, 2016
C•••••••• G••••• M•••••• I••• 1 shared · one time · last Jan 1, 2016
M••••••• 1 shared · one time · last Jan 1, 2024
C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2013
G••••••••• C•••••• M•••••• L•• 1 shared · one time · last Jan 1, 2024
M•••••• L•••• 1 shared · one time · last Jan 1, 2014

LP commitments

3 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in C•••••• S•••••••• P••••••• I• $150M calpers.ca.gov
M•••••••• S•••• B•••• o• I••••••••• in C•••••• S•••••••• P••••••• I• $100M msbi.us
C••••••• P••••• E••••••••• R••••••••• A••••••••• in C•••••• S•••••••• P••••••• I• $50.0M content.copera.org

Events

2 most recent

Jul 15, 2026
C•••••• G••••• C••••• I••••••••• M••••••••• L•••••: P•••••• Equity Funds on Form ADV 56 (2024 extract) -> 62 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 22, 2013
C•••••• G••••• C••••• I••••••••• M••••••••• L••••• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority47 · MODERATE: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, stated criteria, lenders
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 27
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

C•••••• G••••• C••••• I••••••••• M••••••••• L••••• is the same institution as 5 records in Independent Sponsors, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Allocators1Private 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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