DFX Intelligence
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I•• I•••••••• P•• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· Melbourne
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $153B
- PE funds
- 0
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 2 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 2 of 13 distinct vehicles; hedge, securitized or liquidity vehicles 9
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 23, 2026Hybrid manager (probable, 65%)Private Equity Funds are 2 of 13 distinct vehicles; hedge, securitized or liquidity vehicles 9
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 2 of 11 distinct vehicles; hedge, securitized or liquidity vehicles 8
Regulatory footprint (Form ADV)RAUM $153B · 0 PE funds · filed Aug 27, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Aug 27, 2026
- RAUM
- $153Bregulatory 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
- $79Bevery 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
- 15%
- Fund type mix
- Hedge fund: 7 funds, $78B reported gross assets, 8 ever reported
- Liquidity fund: 1 fund, $1.0B reported gross assets
- Other private fund: 2 funds, $438M reported gross assets
- Private equity fund: 2 ever reported
- Employees
- 726
- Headquarters
- Melbourne, Australia
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
2 families, 2 vehicles on record
C••••••••• I••••••••• H•••••••• L•• · 1 vehicle · vintage 2016$3.4B
- C••••••••• I••••••••• H•••••••• L•• buyout or unlabelled · 2016$3.4B
F•••• H•••••••• L•• · 1 vehicle · vintage 2016$602M
- F•••• H•••••••• L•• buyout or unlabelled · 2016$602M
View all 2 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••••• I••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $3.4B as of Sep 30, 2016 | no reporting | no Form D | Unknown |
| F•••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $602M as of Sep 30, 2016 | no reporting | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
16 current, 13 former
- Chair Of Board Of Directors · since Jul 1, 2023
- Chief Executive Officer · since Mar 1, 2020
- Deputy Chief Executive · since Apr 1, 2007
- Director · since Jun 1, 2016
- Director · since Jan 1, 2014
Full team · 16 peoplegrouped by role, with sources
Managing partner (3)
- C•••••••• B•••••• · Chair Of Board Of Directors · since Jul 1, 2023 Form ADV
- D•••• J••••••• N••• · Chief Executive Officer · since Mar 1, 2020 Form ADV
- J••••• L•• · Deputy Chief Executive · since Apr 1, 2007 Form ADV
Principal (8)
- C•••• G••• · Director · since Jun 1, 2016 Form ADV
- D•••••• K•••• · Director · since Jan 1, 2014 Form ADV
- E•••• F••••••• B•• · Director · since Aug 1, 2024 Form ADV
- G•••• D•••••• · Director · since Jul 1, 2018 Form ADV
- J••• D••••• · Director · since Jan 1, 2018 Form ADV
- L•••••• T••••• · Director · since Jul 1, 2023 Form ADV
- M••• L••• · Director · since Nov 1, 2022 Form ADV
- T•••••• W•••••••• · Director · since Jun 1, 2021 Form ADV
Platform (5)
- A•• D••• · Chief Operating Officer · since Oct 1, 2024 Form ADV
- A••••• O••••• · Chief Compliance Officer · since Sep 1, 2020 Form ADV
- E•••••••• C••••• · Chief Risk Officer · since Jun 1, 2020 Form ADV
- R•••• V••• · Executive Director, Head Of Compliance · since Jul 1, 2021 Form ADV
- S••••• M•••••• · Head Of Commercial/General Counsel Apac · since Nov 1, 2014 Form ADV
13 former (kept with end dates)
- B•••• H•••••• · Chief Executive Officer · Apr 1, 2009 to Apr 28, 2020 Inference
- G•••••• G••• · Chief Compliance Officer And Principal - Risk And Compliance · Sep 1, 2013 to Nov 2, 2015 Inference
- L••••••• D•••• · Chief Operating Officer · Apr 1, 2018 to Nov 1, 2024 Inference
- P•••••• D••••• · Chief Financial Officer · Jun 1, 2006 to Sep 27, 2019 Inference
- R••••• L•• B••• · Chief Compliance Officer · Feb 1, 2016 to Sep 28, 2020 Inference
- A••••• L•••••• · Director · Jul 1, 2018 to Sep 28, 2022 Inference
- B•••• J••• P•••••• · Director · Feb 1, 2007 to Sep 29, 2014 Inference
- G•••• A••••• W••••• · Director · Dec 1, 2003 to Sep 27, 2019 Inference
- G•••• B••••• · Director · Aug 1, 2012 to Sep 28, 2018 Inference
- G•••••• I••• C••••• · Director · Jan 1, 2014 to Aug 16, 2023 Inference
- L•••• R••••••••• · Director · Jan 1, 2013 to Sep 27, 2019 Inference
- M•••••• A•••••• M•••• · Director · Nov 1, 2009 to Aug 16, 2023 Inference
- M••••• E••••• B••••• · Director · Feb 1, 2010 to Sep 27, 2019 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- I•• ••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2016
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
- Mar 30, 2012••• Locked
Across the graphs
I•• I•••••••• P•• L•• 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.
Checking your plan…
Not yet on record: PE fund assets, investments held, deals, last 12 months.