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 / L••••••• A••••••• I••
L••••••• A••••••• I••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 5 of 5 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, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 5 of 5 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 Jul 26, 2018
- RAUM
- $7.9Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $4.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.3Mevery 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
- 100%
- Fund type mix
- filed 2018-07-26, latest gav Private Equity Fund $4.3M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 5
- Employees
- 101
- Headquarters
- Simsbury, CT
- Office address
- ATTN: ANTOINETTE LAZARUS, 10 MILL POND LANE, Simsbury, CT, 06070-2429
- Business phone
- 860-651-9760
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
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••••••• E••••• P••••••• V• L••• ADV: Private Equity Fund | Fund of funds | unknown | $4.3M as of Jul 26, 2018 | no Form D | Harvest | |
| L••••••• E••••• P••••••• I••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $2.0M as of Aug 22, 2014 | no Form D | Wound down | |
| L••••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $1.7M as of Sep 27, 2016 | no Form D | Wound down | |
| L••••••• M•••••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $1.4M as of Aug 2, 2017 | no Form D | Wound down | |
| L••••••• E••••• P••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | unknown | $67,082 as of Aug 22, 2014 | no Form D | Wound down |
Team
6 current, 0 former
Managing partner (2)
- F•••••••• L•••• B••••• · Chairman/Ceo · since Mar 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••••• L•••••• H••••••• · President · since Dec 1, 1989 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- B•••• R• N•••••• · Vice President, Director · since Jan 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• E••••• S••••••• · Vice President · since Oct 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• P•••••• M•••••••• · Vice President, Director · since Oct 1, 1995 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- A••••••••• C•••••• L•••••• · Chief Compliance Officer · since Dec 1, 2006 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
2 relationships
Placement agents (2)
- B•••••••• G••••••• • G•••• 2 shared · recurring · last Jan 1, 2012
- B••••••• G••••••• • G•••• 1 shared · one time · last Jan 1, 2012
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, 2026Adviser CRD 107278 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 30, 2012L••••••• A••••••• I•• first filed Form ADV in the extract (IA)
Across the graphs
L••••••• A••••••• I•• 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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