DFX Intelligence

Private Equity Intelligence

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Firms / P•• A•••••••• L•••

P•• A•••••••• L•••

Fund of funds · probableunsizedChapel Hill, NCp•••••••••.comSEC registered investment adviser

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Classification

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 6 of 8 admitted vehicles carry the sworn fund-of-funds flag
Size band: unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 6 of 8 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2012 to Mar 30, 2012
RAUM: $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 8
PE fund GAV, latest filing: $1.3Breported gross assets (Form ADV), not fund size
All private fund GAV: $1.4Bevery private fund type, latest filing
2024 PE fund GAV: unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 80%
Fund type mix: filed 2012-03-30, latest gav Private Equity Fund $1.3B, Venture Capital Fund $98.7M, latest counts Private Equity Fund 8, Venture Capital Fund 2, lifetime distinct Private Equity Fund 8, Venture Capital Fund 2
Employees: unknown
Headquarters: Chapel Hill, NC
Office address: 5915 FARRINGTON ROAD, SUITE 202, Chapel Hill, NC, 27517
Business phone: 919-401-4949

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

8 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
S•••••••• P•••••• C•••••• I•• L••• ADV: Private Equity Fund	Fund of funds	unknown	$452M as of Mar 30, 2012	no Form D	Harvest
S•••••••• P•••••• C•••••• I• L••• ADV: Private Equity Fund	Fund of funds	unknown	$270M as of Mar 30, 2012	no Form D	Harvest
S•••••••• P•••••• C•••••• B••••• F••• I•• L••• ADV: Private Equity Fund	Fund of funds	unknown	$194M as of Mar 30, 2012	no Form D	Harvest
N••••• P•••••• O••••••••• F••• a• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$126M as of Mar 30, 2012	no Form D	Unknown
S•••••••• P•••••• C•••••• I••• L••• ADV: Private Equity Fund	Fund of funds	unknown	$95.9M as of Mar 30, 2012	no Form D	Harvest
N••••• P•••••• P••••••••• F••• B• L••• ADV: Private Equity Fund	Fund of funds	unknown	$89.6M as of Mar 30, 2012	no Form D	Harvest
S•••••••• P•••••• C•••••• B••••• F••• I• L••• ADV: Private Equity Fund	Fund of funds	unknown	$59.2M as of Mar 30, 2012	no Form D	Harvest
S••••••••• I••••••••• L••••••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$46.4M as of Mar 30, 2012	no Form D	Harvest

Team

7 current, 0 former

Managing partner (3)

C•••••• E••••• M•••••• · Managing Partner/Chief Compliance Officer · since Mar 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• T•••••• J•••••• · Managing Partner · since Apr 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••• A•••••••• M•••• · Managing Partner · since Mar 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

T•••• E•••••••• H••••• · Partner · since Aug 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (2)

K•••••••• S••••••••• S•••••• · Director · since Aug 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••••• S•••••• W••• · Director · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

J•••• B•••••••• P•••••• · Director Of Finance · since Mar 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

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

0 relationships

No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.

LP commitments

3 disclosed

N•• Y••• S•••• C••••• R••••••••• F••• in N••••• P•••••• P••••••••• F••• B• L••• $100M osc.ny.gov
L•• A•••••• C••• E••••••••• R••••••••• S••••• in S•••••••• P•••••• C•••••• I• L••• $10.0M lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in S•••••••• P•••••• C•••••• I•• L••• $10.0M lacers.org

Events

2 most recent

Sep 1, 2026
Adviser CRD 146571 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)
Mar 30, 2012
P•• A•••••••• 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

Freshness97 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9722222222222222,"evidence":"5 method: sum of component points, capped at 1.0
model score-pe-1
Research priority20 · LOW: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: 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 appetite0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, stated criteria, lenders, intermediaries
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 5 days ago
Observations: 20
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

P•• A•••••••• L••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Allocators.

Venture Capital1RIA 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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