DFX Intelligence
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A•••• A••••••••• F•••• L••••••
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 8 distinct vehicles; hedge, securitized or liquidity vehicles 4
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 8 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 30, 2012 to Mar 25, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $115Mevery 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
- 13%
- Fund type mix
- filed 2024-03-25, latest gav Real Estate Fund $115M, latest counts Real Estate Fund 2, lifetime distinct Hedge Fund 4, Real Estate Fund 3, Private Equity Fund 1
- Employees
- unknown
- Headquarters
- Edinburgh, United Kingdom
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
0 on record, 1 more on the reporting tape
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| A••••••• S••••••• S•• I• L• | Private Equity Fund | 2020 to 2022 | $469M filed Nov 29, 2022 | adviserinfo.sec.gov |
Team
5 current, 22 former
Managing partner (1)
- E•••• J••• S•••• · Director And Chief Executive · since Nov 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- A••• G••••• S••••• · Director · 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)
- A••• N•• B•••• · Director · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• A••• K••••••••• · Director · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C•••••• E••••• J•••• · Chief Compliance Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
22 former (kept with end dates)
- G••• R••••• M••••••• · Director And Chief Executive · Jan 1, 2020 to Jun 4, 2021 Inference
- N••••• K•••• S••••• · Chairman · Oct 1, 1999 to Sep 9, 2015 Inference
- R••••• J••• M••••••• · Director And Chief Executive · Jun 1, 2021 to Nov 11, 2021 Inference
- C•••• R•••••• W•••••• · Finance Director · Nov 1, 2010 to Dec 5, 2016 Inference
- J•••• H••••• G•••• · Money Laundering Reporting Officer · May 1, 2006 to Mar 27, 2013 Inference
- J•••••• L••••••• C••••• · Chief Compliance Officer · Mar 1, 2019 to Feb 12, 2021 Inference
- L•••• M•••• Q•••• · Chief Compliance Officer · Dec 1, 2017 to Mar 29, 2019 Inference
- L••• C••••• H••••••• · Chief Compliance Officer · Feb 1, 2021 to Jan 6, 2022 Inference
- M•••••• E•••••• · Money Laudering Reporting Officer · Nov 1, 1998 to Mar 31, 2014 Inference
- A••• S•••••• A•••••• · Director · Jul 1, 2016 to Dec 18, 2019 Inference
- A•••••• N•• D•••••••• · Director · Dec 1, 2019 to Jun 4, 2021 Inference
- A••• W•••••• M••••••• · Director · May 1, 2020 to Oct 1, 2021 Inference
- B•••• C•••• F••••• · Director · Mar 1, 2021 to Jan 6, 2022 Inference
- D•••• T••••••• C•••••• · Director · Jan 1, 2005 to Dec 5, 2016 Inference
- D••••• E•••••••• T••••• · Director · Nov 1, 2016 to Dec 18, 2019 Inference
- E••• P••• R••• · Director · Sep 1, 2011 to Mar 29, 2019 Inference
- J•••• S••••• W••••• · Director · Oct 1, 2016 to May 3, 2019 Inference
- N••• L•••••• N•••••••• M•••••• · Director · Sep 1, 2021 to Oct 25, 2023 Inference
- P•••• A••••• · Director · Mar 1, 2021 to Jan 10, 2022 Inference
- S•••• L••••••• A••••• M••••••• · Director · Oct 1, 2016 to Dec 18, 2019 Inference
- S•••••• N• C••••••• · Director · Oct 1, 2016 to Jun 28, 2019 Inference
- W•••••• R••••• L•••••••• · Director · Jun 1, 2002 to Dec 5, 2016 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
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
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••• Locked
- Mar 30, 2012••• Locked
Across the graphs
A•••• A••••••••• F•••• L•••••• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA and Wealth1Real 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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