DFX Intelligence
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M•••••••• C•••••• M••••••••• L••
CandidateClassification candidateMiddle marketSEC registered investment adviser· USm••••••••.capital
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.7B
- PE fund assets
- $2.0B
- PE funds
- 4
- Investments held
- 4 of 4
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $1.0M to $50.0MSectors technology,infrastructure,consumerGeography Global
- Graphs 4
- Placement agents 2
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 6 Private Equity Fund(s) among 14 vehicles; no rule fired
- Size band
- Middle marketdefined by: proxy: $2.02bn Private Equity Fund GAV on the Form ADV filed 2024-05-29
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 6 P•••••• Equity Fund(s) among 14 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 18, 2018 to Sep 11, 2026
- RAUM
- $2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $2.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 43%
- Fund type mix
- filed 2024-05-29, latest gav Hedge Fund $2.2B, Private Equity Fund $2.0B, Venture Capital Fund $114M, latest counts Hedge Fund 1, Private Equity Fund 6, Venture Capital Fund 4, lifetime distinct Hedge Fund 4, Private Equity Fund 6, Venture Capital Fund 4
- Employees
- 22
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- technology, infrastructure, consumer
- Geography
- Global
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $1.0M to $50.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- minority 4
- period
- to 2026-04-15, from 2025-10-07, undated holdings 0, dated observations 4
- window
- last unknown, first unknown
- control
- minority 4
- companies
- 4
- geography
- investments
- 4
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
4 companies on the graph (0 transactions); observed 2025 to 2026
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•••••••• P•••••• F••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $525M as of May 29, 2024 | no Form D | Unknown | |
| M•••••••• V•••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $631M as of May 29, 2024 | no Form D | Early deployment | |
| M•••••••• V•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $764M as of May 29, 2024 | no Form D | Active deployment | |
| M•••••••• P•••••• F••• I•• ••••••••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $201,127 as of May 29, 2024 | no Form D | Unknown | |
| M•••••••• H•• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $65,769 as of May 29, 2024 | no Form D | Unknown | |
| M•••••••• O••••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $96.2M as of May 29, 2024 | no Form D | Active deployment |
Team
5 current, 2 former
Partner (2)
- P•••• ••••• S••••• · Manager · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• J••• · Manager · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- B•••• S•••• · C••• C••• A•• M••••• • M•••••••• C•••••• M••••••••• L•• · since Sep 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• A•••••••• L••••••• · Chief Compliance Officer And Deputy General Counsel · 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)
- G••• E•••• X••••••• · G•••••• C•••••• A•• M••••• • M•••••••• C•••••• M••••••••• L•• · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- D•••• J••••••• · M••••• • M•••••••• C•••••• M••••••••• L•• · May 1, 2017 to Mar 31, 2021 Inference
- D•••• O• S•••• · Member · Sep 1, 2017 to Mar 28, 2019 Inference
Portfolio
4 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| H•••• | Minority | active | Apr 15, 2026 venture round | 5 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| N•••• | Minority | active | Feb 18, 2026 venture round | 7 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| L•••• | Minority | active | Dec 11, 2025 venture round | 10 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| C••••• L•• | Minority | active | Oct 7, 2025 venture round | 12 months | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
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
2 relationships
Placement agents (2)
- B••••• A••••••••• S••••••••• L••• 1 shared · one time · last Jan 1, 2021
- E•••• P••••••• I••• 1 shared · one time · last Jan 1, 2021
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 7, 2026••• Locked
- May 18, 2018••• Locked
Across the graphs
M•••••••• C•••••• M••••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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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