DFX Intelligence
Private Equity Intelligence
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Firms / C••••••• C•••••• L••
C••••••• C•••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $4.37bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 6, 2020 to Mar 29, 2024
- RAUM
- $4.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $4.4Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $4.4B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 12
- Headquarters
- New York, NY
- Office address
- 640 FIFTH AVENUE, 22ND FLOOR, New York, NY, 10019
- Business phone
- +646 998 3080
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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R••••••• H••••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $257M as of Mar 29, 2024 | no Form D | Early deployment | |
| C••••••• H••••••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.4B as of Mar 29, 2024 | no Form D | Early deployment | |
| R••••••• H••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $277M as of Mar 29, 2024 | no Form D | Unknown | |
| C••••••• H••••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.4B as of Mar 29, 2024 | no Form D | Active deployment |
Team
2 current, 3 former
Managing partner (1)
- T••• W•••••• S••••••• · Director, Chief Executive Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D•••••• T• N••• N••• · Chief Compliance Officer, General Counsel · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- W•• F• · Chief Executive Officer · Jul 1, 2019 to Mar 29, 2023 Inference
- J••••••• M• · General Counsel, Chief Compliance Officer · Jul 1, 2019 to Mar 29, 2023 Inference
- T••• M••• M••••••• W••• · Chief Operating Officer And Chief Financial Officer · Apr 1, 2020 to Mar 28, 2022 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
2 relationships
Placement agents (2)
- U•• S••••••••• L•• 3 shared · strong · last Jan 1, 2022
- F•••• H••• K••• L•••••• 1 shared · one time · last Jan 1, 2023
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
1 most recent
- May 6, 2020C••••••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• C•••••• L•• is the same institution as 2 records in RIA and Wealth and Independent Sponsors.
RIA and Wealth1Independent Sponsors1
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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