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 / S•••••••• C•••••• M••••••••• ••••••••• A•

S•••••••• C•••••• M••••••••• ••••••••• A•

Fund of funds · probableUpper middle marketZurichs•••••••••.comSEC registered investment adviser

Access global private markets investment opportunities in private equity, real estate, infrastructure, and private debt & credit alternatives.

Classification

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 65 of 72 admitted vehicles carry the sworn fund-of-funds flag
Size band: Upper middle marketdefined by: proxy: $12.51bn Private Equity Fund GAV on the Form ADV filed 2024-11-25

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 65 of 72 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Nov 25, 2024 to Nov 25, 2024
RAUM: $23Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 72
PE fund GAV, latest filing: $13Breported gross assets (Form ADV), not fund size
All private fund GAV: $13Bevery private fund type, latest filing
2024 PE fund GAV: $13Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-11-25, latest gav Private Equity Fund $13B, latest counts Private Equity Fund 72, lifetime distinct Private Equity Fund 72
Employees: 97
Headquarters: Zurich, Switzerland
Office address: TALSTRASSE 11, Zurich, 8001
Business phone: +41 58 445 55 55

Stated criteria beside observed behaviour

11 observed deals

Stated by the firm

Sectors: environmental services, real estate
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: 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 11
period: to unknown, from unknown, undated holdings 11, dated observations 0
window: last unknown, first unknown
control: unknown 11
companies: 11
geography
investments: 11
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share 0.091, value consumer services, examples Private Markets Investment Outlook Q3 2026: Recovery, redefined
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.091, value landscaping, examples Private Markets Investment Outlook Q3 2026: Recovery, redefined

11 companies on the graph (0 transactions); most in consumer services (1); no dated observations

Funds

72 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
S•••••••• C•••••• P•••••• E••••• E•••• 2••• ADV: P•••••• Equity Fund	Fund of funds	2023 year in the fund name	$5.0M as of Nov 25, 2024	no Form D	Unknown
S••••••• G••• I• S••••••••• P•••••• E••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$1.4B as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• E••••• V•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$933M as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• T••••••••• X• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$472M as of Nov 25, 2024	no Form D	Unknown
A•••• E••••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$471M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• E••••• V••• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$466M as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• S••••••••• I• E•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$424M as of Nov 25, 2024	no Form D	Early deployment
A•••• G••••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$418M as of Nov 25, 2024	no Form D	Unknown
A•••• E••••• D••••• I• S••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$407M as of Nov 25, 2024	no Form D	Early deployment
A•••• S••••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$391M as of Nov 25, 2024	no Form D	Unknown
A•••• S••••••••• I••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$385M as of Nov 25, 2024	no Form D	Unknown
A•••• S•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$354M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• G••••• E•• I•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$349M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• P•••••• E••••• E••••• D••••• I•• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$313M as of Nov 25, 2024	no Form D	Early deployment
A•••• T••••••••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$311M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• G••••• I••••••••• X• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$305M as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• D••••• I•• E•• S••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$300M as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• U• V• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$257M as of Nov 25, 2024	no Form D	Early deployment
S• G••••• O••••••••• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$246M as of Nov 25, 2024	no Form D	Unknown
A•••• T••••••••• V•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$244M as of Nov 25, 2024	no Form D	Unknown
A•••• S•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$235M as of Nov 25, 2024	no Form D	Early deployment
S••••••• A•••• A••• V• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$227M as of Nov 25, 2024	no Form D	Unknown
A•••• T••••••••• V••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$220M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• C•••• I• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$199M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• D••••• I•• U•• S••••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$192M as of Nov 25, 2024	no Form D	Early deployment
E•• O••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$183M as of Nov 25, 2024	no Form D	Early deployment
A•••• E••••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$149M as of Nov 25, 2024	no Form D	Unknown
A•••• A••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$137M as of Nov 25, 2024	no Form D	Unknown
S•••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$129M as of Nov 25, 2024	no Form D	Early deployment
A•••• A••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$128M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• G••••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$114M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• G••••• D••••• I• G•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$110M as of Nov 25, 2024	no Form D	Unknown
A•••• E•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$108M as of Nov 25, 2024	no Form D	Early deployment
A•••• O••••••••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$108M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• M•••• P•••••• C••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$107M as of Nov 25, 2024	no Form D	Early deployment
A•••• E••••• C••••••••• L••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$106M as of Nov 25, 2024	no Form D	Early deployment
A•••• O••••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$105M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• G••••• D••••• I• E•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$103M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• H••••••••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$97.8M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• P•••••• E••••• U• V• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$97.3M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• I•••• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$95.4M as of Nov 25, 2024	no Form D	Unknown
A•••• A••• I• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$93.6M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• E••••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$88.6M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• T••••••••• V••••••• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$82.4M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• P•••••• E••••• C•••• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$80.9M as of Nov 25, 2024	no Form D	Unknown
A•••• E••••• I• B• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$77.1M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• P•••••• E••••• C•••• I•• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$68.4M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• C•••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$64.5M as of Nov 25, 2024	no Form D	Early deployment
A•••• S••••••••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$63.4M as of Nov 25, 2024	no Form D	Unknown
A•••• T••••••••• V• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$61.3M as of Nov 25, 2024	no Form D	Unknown
A•••• E••••• I• a• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$59.7M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• A••• V• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$55.1M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• S••••••••• G••••• I••••••••• P•••••• P••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$44.8M as of Nov 25, 2024	no Form D	Early deployment
A•••• O••••••••• I• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$38.1M as of Nov 25, 2024	no Form D	Unknown
A•• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$34.7M as of Nov 25, 2024	no Form D	Unknown
S•••• A••• I• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$31.5M as of Nov 25, 2024	no Form D	Unknown
S•••• O••••••••• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$31.1M as of Nov 25, 2024	no Form D	Early deployment
S•••••••• C•••••• S••••••••• C••••••• E•••••• P•••••• P••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$26.0M as of Nov 25, 2024	no Form D	Early deployment
A•••• E••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$22.7M as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• C•••• V• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$20.0M as of Nov 25, 2024	no Form D	Early deployment
E•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$19.7M as of Nov 25, 2024	no Form D	Unknown
A•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$15.7M as of Nov 25, 2024	no Form D	Early deployment
A•• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$11.5M as of Nov 25, 2024	no Form D	Unknown
A•••• S••••••••• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$10.1M as of Nov 25, 2024	no Form D	Unknown
A•••• A••• I• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$9.7M as of Nov 25, 2024	no Form D	Unknown
A•••• E••••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$4.0M as of Nov 25, 2024	no Form D	Unknown
A•••• T••••••••• V• C••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$3.3M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• S••••••••• I• U•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$1.1M as of Nov 25, 2024	no Form D	Unknown
S••••••• A•••• G••••• U•• I•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$12,593 as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• G••••• D••••• I• U•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$9,052 as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• C••••••••• O••••••••• I•• U•• S••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Nov 25, 2024	no Form D	Unknown
S•••••••• C•••••• P•••••• E••••• C••••••••• O••••••••• I•• E•• S•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Nov 25, 2024	no Form D	Unknown

Team

14 current, 0 former

Managing partner (1)

G•••• F•••• W•••••••• · Global Head Of S•••••••• C••••••, Executive Chairman Of The Board · since Sep 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (6)

C•••••• B••••••••• J••••••••• · Member · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•• A•••••• G••••••• · Head Of P•••••• Equity N•••• A•••••• · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
N••• R••• · Chief Investment Officer · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• M••••• E•••• · Global Head Of P•••••• Equity, Vice Chairman Of The Board · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••••• K••• F•••• · Member · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••••• S•••••••• C•••• · Head Of P•••••• Equity'S Investments · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (5)

A••••••••• N•• R••••••• · Chief Compliance Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D••• D•••••••• · Head Of Finance · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••• C••••••••• A••••• · Chief Operating Officer, P•••••• Assets · 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)
S•••••••• •••• A•••• · Legal Counsel · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••• M••• G••••• · Chief Operation Officer P•••••• Equity · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Other (2)

B••••••• J•••• A•• · Head Of Global P•••••• Equity Portfolios · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••••• U••••••••• · Head Of Risk Management · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Portfolio

11 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
C••• s••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••• c••••• i•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••• I•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• i•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O•• g••••• p•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
O•• i••••••••• c•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• M•••••• I••••••••• O•••••• Q• 2•••• R•••••••• r••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• c••••••• i• c•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••• p•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• a•• H•••• T••••••••• S••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•• e••••• e••• i• p•••••• m••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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

32 relationships

Placement agents (32)

S••••••• I••••••••• M••••••••• L•••••• 28 shared · very strong · last Jan 1, 2024
S••••••• I••••••••• M••••••••• •••• K•••• L•••••• 27 shared · very strong · last Jan 1, 2024
S••••••• I••••••••• M••••••••• ••••••• S••• 22 shared · very strong · last Jan 1, 2023
S••••••• F••• A••••••• L•• 22 shared · very strong · last Jan 1, 2024
S••••••• I••••••••• M••••••••• ••••••••• A•• 22 shared · very strong · last Jan 1, 2023
S••••••• I••••••••• M••••••••• N•••• A•••••• I•• 22 shared · very strong · last Jan 1, 2023
U• A•••• M••••••••• L••• 21 shared · very strong · last Jan 1, 2024
S••••••• I••••••••• M••••••••• N•••• A•••••• I•• 19 shared · very strong · last Jan 1, 2024
V•••••• S•••••••• G•••• E••••••• 15 shared · very strong · last Jan 1, 2024
S••••••• A•••• M••••••••• A• 15 shared · very strong · last Jan 1, 2021
S•••••••• C•••••• M••••••••• ••••••••• A• 14 shared · very strong · last Jan 1, 2024
S•••••• C•••••• M••••••••• I••• 11 shared · very strong · last Jan 1, 2018
S••• E••••••••• P•• L•••••• 7 shared · very strong · last Jan 1, 2017
S•••••••• I••••••••• M••••••••• L•••••• 7 shared · very strong · last Jan 1, 2023
S••• E••••••••• P•• L•••••• A•• 6 shared · very strong · last Jan 1, 2013
H••• D••••• 6 shared · very strong · last Jan 1, 2017
F••• P•••••••• I••••• L••• 6 shared · very strong · last Jan 1, 2017
I••• S••••••••• L•• D•• T••••• L••• 5 shared · very strong · last Jan 1, 2023
J•• • A••••••• 5 shared · very strong · last Jan 1, 2013
I••• S••••••••• L•• 4 shared · strong · last Jan 1, 2022
S••••••• I••••••••• M••••••••• ••••••• S••• 4 shared · strong · last Jan 1, 2024
U• A•••• M••••••••• L•••• H•••••••• F•••••• 3 shared · strong · last Jan 1, 2021
H••• T••••••• • B•••••••• A• 3 shared · strong · last Jan 1, 2016
S•••••••• I••••••••• M••••••••• ••••••• S• 2 shared · recurring · last Jan 1, 2024
S••••••• I••••••••• M••••••••• N••• I•• 1 shared · one time · last Jan 1, 2024
V•••••• S•••••••• G•••• E•••••••• U• A•••• M••••••••• L••• 1 shared · one time · last Jan 1, 2023
S••••••• I••••••••• L•••••• 1 shared · one time · last Jan 1, 2024
O•••••••• V••••••••• G••• 1 shared · one time · last Jan 1, 2013
S••••••• C•••••• M••••••••• ••••••••• A• 1 shared · one time · last Jan 1, 2022
H••• D•••• 1 shared · one time · last Jan 1, 2018
H••• D•••• 1 shared · one time · last Jan 1, 2018
S••• O•••••••• J•• • C••• A• • C•• K••• 1 shared · one time · last Jan 1, 2013

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

Sep 1, 2026
Adviser CRD 333658 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Nov 25, 2024
S•••••••• C•••••• M••••••••• ••••••••• A• 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

Freshness97 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority47 · MODERATE: as of: 2026-09-19items: [{"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: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-19items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"the firm publishemethod: 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: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: transactions, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-19items: [{"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

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 6 days ago
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

S•••••••• C•••••• M••••••••• ••••••••• A• is the same institution as 2 records in RIA and Wealth and Private Credit.

RIA and Wealth1Private Credit1

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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