DFX Intelligence
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S•••• S••••• A•••••••• L••
Buyout firmClassification confirmedLarge capSEC registered investment adviser· Dallas, TX
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $102B
- PE fund assets
- $73B
- PE funds
- 123
- Investments held
- 24 of 27
- Deals, last 12 months
- 13
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $100M to $2.5BSectors business_services,healthcare,software,consumer,real_estate,life_sciences,technologyGeography GlobalControl control,majority,minority
- Latest Form D Jul 30, 2026
- Last 12 months 13Most recent this monthPlatform deals 6
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 141 of 184 distinct vehicles are sworn Private Equity Funds; 111 reported gross assets on a filing in 2022 or later
- Size band
- Large capdefined by: proxy: $73.11bn Private Equity Fund GAV on the Form ADV filed 2026-05-14
- Strategies
- Growth equity, private credit
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)141 of 184 distinct vehicles are sworn P•••••• Equity Funds; 111 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)115 of 148 distinct vehicles are sworn P•••••• Equity Funds; 85 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Nov 9, 2011 to May 14, 2026
- RAUM
- $102Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 123
- PE fund GAV, latest filing
- $73Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $91Bevery private fund type, latest filing
- 2024 PE fund GAV
- $65Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 77%
- Fund type mix
- Private equity fund: 123 funds, $73B reported gross assets, 141 ever reported
- Securitized asset fund: 31 funds, $11B reported gross assets, 34 ever reported
- Hedge fund: 4 funds, $6.0B reported gross assets, 6 ever reported
- Other private fund: 2 funds, $548M reported gross assets, 3 ever reported
- Employees
- 622
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
25 observed deals
Stated by the firm
- Sectors
- Business services, healthcare, software, consumer, real estate, life sciences, technology
- Geography
- Global
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- $100M to $2.5B
- Control
- Control, majority, minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 25 companies, 27 holdings, 20 transactions
- Period
- 2024 to 2026 (41 dated observations, 6 holdings undated)
- Most deals
- Financial services (5 of 25, e.g. Global Lending Services and S•••• S•••••), software (3 of 25), business services (2 of 25) and 2 more
- Subsectors
- Financial services (5 of 25), software (2 of 25), vertical software (1 of 25), live events and sports management (1 of 25) and 4 more
- Deal roles
- 10 platforms, 2 add-ons, 2 minority stakes, 13 with role not stated
- Add-ons per platform
- 0.20 add-ons per platform
- Control
- 10 control, 2 minority, 15 not stated
- Disclosed deal values
- 1 deal with a disclosed value, $717M
- Where
- Ca (2 of 25), nj (1 of 25)
- Bought from
- 1 sponsor
- By year
- 2024: 4 platforms, 1 other deal; 2025: 1 platform, 1 exit, 4 other deals; 2026: 1 platform, 2 add-ons, 6 other deals
- Repeat counterparties
- G•••••• P•••••• (legal adviser) on 2 deals, M••••• • C•••••• L•• (buy-side adviser) on 2 deals, K••••••• • E•••• L•• (legal adviser) on 2 deals and J•••••••• L•• (sell-side adviser) on 2 deals
25 companies on the graph (20 transactions); most in financial services (5); 10 platforms and 2 add-ons; observed 2024 to 2026
Funds
159 on record, 20 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••• S••••• O••••••••• P••••••• V• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2025 Form D first sale | $2.9B as of May 14, 2026 | $2.7B | Unknown | |
| S•••• S••••• O••••••••• P••••••• V• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2025 Form D first sale | $2.9B as of May 14, 2026 | $2.3B | Unknown | |
| S•••• S••••• A•• B••••• F••• I• ••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $380M | Fundraising |
| S•••• S••••• P•••••• A•••• B•••• I••••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 Form D first sale | $1.5B as of May 14, 2026 | $1.5B | Unknown | |
| S•••• S••••• S••••• a•• L••• E••••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 Form D first sale | $1.2B as of May 14, 2026 | $922M | Unknown | |
| S••••• S•• S•••••••• I••••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $895M as of May 14, 2026 | no Form D | Early deployment | |
| S•••• S••••• S•••••••• L•••••• E••••• I•• •• A••• S••• ADV: P•••••• Equity Fund | Credit fund | 2024 Form D first sale | $662M as of May 14, 2026 | $140M | Unknown | |
| S•••• S••••• S••••• a•• L••• E••••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 Form D first sale | $389M as of May 14, 2026 | $303M | Unknown | |
| S•••• S••••• R•• R•••• C••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $304M as of May 14, 2026 | no Form D | Early deployment | |
| S••••• S•• S•••••••• I••••••••• I• A••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $6.8M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• S•••••••• L•••••• E••••• I•• ••• F••••••• L••• | Credit fund | 2024 Form D first sale | unknown | no reporting | $1.3B | Fundraising |
| S•••• S••••• P•••••• A•••• B•••• I••••••••• I• N••• I•••••• L•• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $1.5B | Fundraising |
| S•••• S••••• T•• A• P•••••••• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $10.5M | Unknown |
| S•••• S••••• T•• A• E•••••• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $7.6M | Unknown |
| S•••• S••••• S•••••••• L•••••• E••••• I•• ••• L••• | Credit fund | 2024 Form D first sale | unknown | no reporting | $1.3B | Fundraising |
| T••• A••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 Form D first sale | $406M as of May 14, 2026 | $75.0M | Unknown | |
| S•••• S••••• C•• E••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | 2023 Form D first sale | $356M as of May 14, 2026 | $352M | Early deployment | |
| S•••• S••••• O••• V• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $312M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• O••• V• D••••••• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $150M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• O••• V• D••••••• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $125M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• O••• V• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $80.3M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• M•••••••• G••••• •• A••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $53.1M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• O••••••••• P••••••• V• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $36.8M as of May 14, 2026 | $0 | Active deployment | |
| S•••• S••••• M•••••••• G••••• •• A••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $27.4M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• G••••• I• •• A••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $15.5M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• G••••• I• •• A••• L••• ADV: P•••••• Equity Fund | Growth fund | 2023 first reported on Form ADV | $7.3M as of May 14, 2026 | no Form D | Active deployment | |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 Form D first sale | $14B as of May 14, 2026 | $1.6B | Unknown | |
| S•••• S••••• O••••••••• P••••••• V• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.4B as of May 14, 2026 | $0 | Active deployment | |
| S•••• S••••• O••••••••• P••••••• V• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.0B as of May 14, 2026 | $0 | Active deployment | |
| S•••• S••••• M•••••••• G••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | Growth fund | 2022 first reported on Form ADV | $518M as of May 14, 2026 | $0 | Mature | |
| S•••• S••••• M•••••••• G••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | Growth fund | 2022 first reported on Form ADV | $289M as of May 14, 2026 | $0 | Mature | |
| S•••• S••••• C•• D•••••• C••••• N••• I•••••• L•• | Credit fund | 2022 Form D first sale | unknown | no reporting | $200M | Unknown |
| S•••• S••••• G••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund | Growth fund | 2021 Form D first sale | $2.4B as of May 14, 2026 | $1.9B | Active deployment | |
| S•••• S••••• G••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund | Growth fund | 2021 Form D first sale | $1.8B as of May 14, 2026 | $1.5B | Active deployment | |
| S•••• S••••• S•••••••• L•••••• E••••• I•• L••• ADV: Hedge Fund | Credit fund | 2021 first reported on Form ADV | $1.5B as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• B•••••••• S•••••••• H••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3B as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• F••••••••• S••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.1B as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• C••••••••• S•••••••• H••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $988M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• C•• D•••••• C••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2021 Form D first sale | $819M as of May 14, 2026 | $331M | Active deployment | |
| S•••• S••••• F••••••••• S••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $625M as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• W••••• S•••••••• H••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $514M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• W•••••• P••• R••••••••• C••••• F••• I• L•• ADV: Other P•••••• Fund | Credit fund | 2021 first reported on Form ADV | $404M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• D•••••• S•••••••• H••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $288M as of May 14, 2026 | no Form D | Mature | |
| S•••• S••••• R•• P••• S•••••••• H••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $250M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• T•• C••••••••• M•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $183M as of May 14, 2026 | no Form D | Mature | |
| S•••• S••••• S••••••••• C••••• O••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | 2021 first reported on Form ADV | $169M as of Nov 15, 2022 | $0 | Wound down | |
| S•••• S••••• S••••••••• C••••• O••••••••• F••• I•• L••• ADV: Other P•••••• Fund | Credit fund | 2021 first reported on Form ADV | $144M as of May 14, 2026 | no Form D | Active deployment | |
| T•• •• A•• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $114M as of May 14, 2026 | no Form D | Harvest | |
| T•• R••••••• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $106M as of May 14, 2026 | no Form D | Mature | |
| S•••• S••••• S••••••••• C••••• O••••••••• F••• V• L••• ADV: Hedge Fund | Credit fund | 2021 Form D first sale | $95.7M as of Dec 11, 2024 | $100M | Unknown | |
| S•••• S••••• F• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $82.5M as of May 14, 2026 | no Form D | Active deployment | |
| S•••• S••••• F• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $60.2M as of May 14, 2026 | no Form D | Active deployment | |
| M•• •• E• • F• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $39.0M as of May 14, 2026 | no Form D | Mature | |
| T•• •• A•• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $29.7M as of May 14, 2026 | no Form D | Unknown | |
| T•• R••••••• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $27.9M as of May 14, 2026 | no Form D | Mature | |
| S•••• S••••• R••••••••• C••••• F••• I••• L••• ADV: Hedge Fund | Credit fund | 2021 Form D first sale | $25.9M as of May 14, 2026 | $100M | Harvest | |
| M•• •• E• • F• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $20.7M as of May 14, 2026 | no Form D | Mature | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $115 as of May 14, 2026 | no Form D | Unknown | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $5 as of May 14, 2026 | no Form D | Unknown | |
| S•••• S••••• R••••••••• C••••• F••••• I••• L••• | Credit fund | 2021 Form D first sale | unknown | no reporting | $100M | Unknown |
| S•••• S••••• C•• D•••••• C••••• F•••••• L••• | Credit fund | 2021 Form D first sale | unknown | no reporting | $331M | Unknown |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $338M as of May 14, 2026 | no Form D | Mature | |
| T••• R••••••••• C••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2020 first reported on Form ADV | $175M as of Nov 15, 2022 | no Form D | Wound down | |
| T••• I••••••••• C••••• P••••••• I••• L••• ADV: P•••••• Equity Fund | Credit fund | 2020 first reported on Form ADV | $138M as of May 14, 2026 | no Form D | Harvest | |
| S•••• S••••• S••••••••• C••••• O••••••••• F••• I••• L••• ADV: Other P•••••• Fund | Credit fund | 2020 Form D first sale | $109M as of Dec 11, 2024 | no Form D | Unknown | |
| T•• I• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $66.5M as of May 14, 2026 | no Form D | Unknown | |
| T•• I• D••••••• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $64.5M as of May 14, 2026 | no Form D | Harvest | |
| T•• I• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $32.6M as of May 14, 2026 | no Form D | Unknown | |
| T•• I• D••••••• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $31.9M as of May 14, 2026 | no Form D | Harvest | |
| S•••• S••••• D••••••••• C••••• P•••••• 2••• ••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2020 year in the fund name | $1.4M as of May 14, 2026 | no Form D | Harvest | |
| T••• E••••• I••• L••• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | no Form D | Unknown |
| T•• R••••••• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $1.7B as of May 14, 2026 | no Form D | Unknown | |
| T••• O••••••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $1.5B as of May 14, 2026 | no Form D | Mature | |
| T••• O••••••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $974M as of May 14, 2026 | no Form D | Mature | |
| T••• C•••••• S•••••••• ••• L••• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $844M as of May 14, 2026 | no Form D | Harvest | |
| T••• C•••••• S•••••••• ••• L••• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $667M as of May 14, 2026 | no Form D | Harvest | |
| T•• R••••••• •• A••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $337M as of May 14, 2026 | no Form D | Unknown | |
| T••• C•••••• S•••••••• •• A••• L••• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $202M as of May 14, 2026 | no Form D | Unknown | |
| T••• C•••••• S•••••••• •• A••• L••• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $127M as of May 14, 2026 | no Form D | Harvest | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $89.4M as of May 14, 2026 | no Form D | Mature | |
| T••• S••••••••• C••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund | Credit fund | 2019 first reported on Form ADV | $73.9M as of Dec 11, 2024 | no Form D | Mature | |
| T••• O••••••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $23.0M as of May 14, 2026 | no Form D | Harvest | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $17.0M as of May 14, 2026 | no Form D | Mature | |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 Form D first sale | $7.9B as of May 14, 2026 | $1.9B | Unknown | |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 Form D first sale | $1.0B as of May 14, 2026 | no Form D | Mature | |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 Form D first sale | $1.0B as of May 14, 2026 | no Form D | Harvest | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $4.6M as of May 14, 2026 | no Form D | Unknown | |
| T•• •• A•• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $1.3B as of May 14, 2026 | no Form D | Unknown | |
| T•• •• A•• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $401M as of May 14, 2026 | no Form D | Mature | |
| M•• •••• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $285M as of May 14, 2026 | no Form D | Unknown | |
| T••• C•• H•••••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2017 first reported on Form ADV | $158M as of May 14, 2026 | no Form D | Harvest | |
| T••• A••••••• O••••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $158M as of May 14, 2026 | no Form D | Harvest | |
| M•• •••• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $149M as of May 14, 2026 | no Form D | Unknown | |
| S•••• T•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $136M as of Dec 11, 2024 | no Form D | Harvest | |
| T•• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $129M as of May 14, 2026 | no Form D | Harvest | |
| M•• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $110M as of May 14, 2026 | no Form D | Unknown | |
| T•• O••••••••• P••••••• I•• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $16.2M as of May 14, 2026 | no Form D | Mature | |
| T•• •• A•• I••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $9.7M as of May 14, 2026 | no Form D | Harvest | |
| M•• •• A•• 1••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $5.8M as of May 14, 2026 | no Form D | Harvest | |
| P•••••••• R••••••••• M••••••• P•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $3.5M as of May 14, 2026 | no Form D | Harvest |
Showing 100 of 159 funds on this record. Private Equity Intelligence opens the rest of this record's rows.
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese 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 |
|---|---|---|---|---|---|
| T••• A••••••• O••••••••• P•••••••• L••• | P•••••• Equity Fund | 2017 to 2026 | $3.2B filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| K••••• T••• L••• | P•••••• Equity Fund | 2017 to 2026 | $1.0B filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| P•••• T•• P••••••• P••••••• F•••• L••• | P•••••• Equity Fund | 2017 to 2026 | $1.0B filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| S•••• T•• M•• L••• | P•••••• Equity Fund | 2017 to 2026 | $1.0B filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• O••••••••• P••••••• I•• ••• L••• | P•••••• Equity Fund | 2017 to 2026 | $570M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• O••••••••• P••••••• I•• ••• L••• | P•••••• Equity Fund | 2017 to 2026 | $363M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• O••••••••• P••••••• I• ••• L••• | P•••••• Equity Fund | 2017 to 2026 | $342M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• O••••••••• P••••••• I• ••• L••• | P•••••• Equity Fund | 2017 to 2026 | $308M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• S•••••••• L•••••• E••••• I• L••• | P•••••• Equity Fund | 2017 to 2024 | $298M filed Dec 11, 2024 | adviserinfo.sec.gov | |
| S•••• T••• M•• L••• | P•••••• Equity Fund | 2017 to 2026 | $31.0M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• N•• ••• L••• | P•••••• Equity Fund | 2017 to 2022 | $11.2M filed Nov 15, 2022 | adviserinfo.sec.gov | |
| K••••••••• N••• C• L••• | P•••••• Equity Fund | 2017 to 2022 | $7.2M filed Nov 15, 2022 | adviserinfo.sec.gov | |
| K••••••••• N••• R• L••• | P•••••• Equity Fund | 2017 to 2022 | $4.8M filed Nov 15, 2022 | adviserinfo.sec.gov | |
| T•• I••••••••• C••••• P••••••• I• L••• | P•••••• Equity Fund | 2017 to 2026 | $3.9M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• O••••••••• P••••••• I• ••• L••• | P•••••• Equity Fund | 2017 to 2026 | $1.6M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• I••••••••• C••••• P••••••• I••• L••• | P•••••• Equity Fund | 2017 to 2026 | $1.4M filed May 14, 2026 | reports.adviserinfo.sec.gov | |
| T•• M•••••• I••• S• A••• L••• | P•••••• Equity Fund | 2012 to 2022 | $0 filed Nov 15, 2022 | adviserinfo.sec.gov | |
| T•• M•••••• I••• S• A••• L••• | P•••••• Equity Fund | 2012 to 2022 | $0 filed Nov 15, 2022 | adviserinfo.sec.gov | |
| T•• I• A•••••• A•• I•• L••• | P•••••• Equity Fund | 2017 to 2022 | $0 filed Nov 15, 2022 | adviserinfo.sec.gov | |
| T•• I• A•••••• A•• I• L••• | P•••••• Equity Fund | 2017 to 2022 | $0 filed Nov 15, 2022 | adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
56 current, 10 former
Managing partner (4)
- D•••• E••• S••••••••• · Co-P•••••••• & Executive Committee Member · since Jun 1, 2017 Form ADV
- J••••• W•••••• E••••••• · Co-P•••••••• & Executive Committee Member · since Jun 1, 2017 Form ADV
- M•••••• M•••••••• · Co-Founder and Partner · start date unknown Press release
- R• M••••• C••••• · Vice Chairman Of S•••• S••••• · start date unknown Firm website
Partner (21)
- A••• S••••• W••••• · L•••••• Partner · since Jun 1, 2017 Form ADV Firm website
- A••• R•••••• · Managing Director · start date unknown Press release
- A••• K••• · Managing Director · start date unknown Firm website
- A•••••• M•••••• M•••••••• · Executive Committee Member · since Jun 1, 2017 Form ADV
- B••••••• J••••••• · Managing Director · start date unknown Firm website
- B••••• M•••••• · Executive Committee Member · since May 1, 2020 Form ADV
- B•••• E••••• D••••• · Executive Committee Member · since Feb 1, 2024 Form ADV
- G••••• P•••••••• · Partner and Head of E•••••an Real Estate · start date unknown Press release
- H•••• D••••• · Managing Director · start date unknown Firm website
- J••••••• E• G••••• · Executive Committee Member · since May 1, 2020 Form ADV
- J••••• S•••••••• · Co-Chief Investment Officer · since Jan 1, 2024 Form ADV
- L•••••• F••••••••• · Partner · start date unknown Firm website
- M••• C• F•••••• · Executive Committee Member · since Oct 1, 2024 Form ADV
- M•••••• B•••• D•••••• · Executive Committee Member · since May 1, 2020 Form ADV
- M•••••• B•••• · Managing Director · start date unknown Firm website
- M•••••• M••••• · Partner, Co-Head of S•••• S••••• G••••• · start date unknown Firm website
- R•••• M••••• C••••• · Executive Committee Member · since May 1, 2021 Form ADV
- R•••••• S••••••• · Partner · start date unknown Press release
- R••••• ••• S•••••• · Partner, Co-Head of S•••• S••••• G••••• · start date unknown Firm website
- T••••• V••••• · Managing Director · start date unknown Press release
- Z••• W••••••• · Partner and Co-Head of Energy and Co-Head of Global Infrastructure · start date unknown Press release
Principal (4)
- A••• G•••••• · Principal · start date unknown Firm website
- B••• K••••• · Principal · start date unknown Firm website
- C••••• Z•••• · Principal · start date unknown Firm website
- E••• R•••••••• · Principal · start date unknown Firm website
Vice president (9)
- C••••••••• P••••• · Vice P•••••••• · start date unknown Firm website
- D•••• E•••••• · Vice P•••••••• · start date unknown Firm website
- D•••• H••••••• · Vice P•••••••• · start date unknown Firm website
- E••••• X• · Vice P•••••••• · start date unknown Firm website
- E••••• T••••• · G••••• Vice P•••••••• · start date unknown Firm website
- E••••• D••• · Vice P•••••••• · start date unknown Firm website
- M•• M••••• · Vice P•••••••• · start date unknown Firm website
- N••••• G•••• · Vice P•••••••• · start date unknown Firm website
- S•••• L•• · Vice P•••••••• · start date unknown Firm website
Associate (3)
- F••• G••••• · Associate · start date unknown Firm website
- M••• M•••••• · Associate · start date unknown Firm website
- S••••• C•••• · Associate · start date unknown Firm website
Analyst (5)
- A••••• P••••••• · Analyst · start date unknown Firm website
- C••••••• M••••••••• · Analyst · start date unknown Firm website
- E••• G•••••• · Analyst · start date unknown Firm website
- J••••• K•••••••• · Analyst · start date unknown Firm website
- R••••• B••••••• · Analyst · start date unknown Firm website
Operating partner (7)
- H••• G•••••• · Operating Partner · start date unknown Firm website
- J••• S•••• · Managing Director, Portfolio Operations · start date unknown Firm website
- P••• D••• · Go-to-M•••et Operating Partner · start date unknown Firm website
- P•••• K••• · Operating Partner · start date unknown Firm website
- P•••• M•••••••• · Senior Operating Advisor · start date unknown Firm website
- P•••• S•••••• · Vice P••••••••, Portfolio Operations · start date unknown Firm website
- R••••• S•••••• S•••••••• · Operating Partner · start date unknown Firm website
Platform (3)
- A••• M• K••• · Chief Operating Officer · since Aug 1, 2024 Form ADV
- J••••• E• P••• · General Counsel · since Jan 1, 2022 Form ADV
- S••••• S•• P•••• · Chief Risk Officer · since Aug 1, 2014 Form ADV
10 former (kept with end dates)
- D•••• B••••• · L•••••• Partner · Mar 1, 2015 to Mar 31, 2017 Inference
- D•••• B•••••••• · Shareholder · Dec 1, 2006 to May 29, 2020 Inference
- G•••••• S••••••• · L•••••• Partner · Mar 1, 2015 to Oct 31, 2016 Inference
- J•••• G••••• C•••••• · Shareholder · Dec 1, 2006 to May 29, 2020 Inference
- P•••••• F••••••• · L•••••• Partner · Jun 1, 2016 to Mar 30, 2018 Inference
- D•••• C•••• R••••••• · Chief Compliance Officer/Assistant Secretary · Jul 1, 2010 to Nov 25, 2014 Inference
- R••••• K•••••• · Chief Financial Officer · Mar 1, 2016 to Dec 11, 2024 Inference
- J••••••• B•••• M•••• · Vice P••••••••/Secretary · Aug 1, 2014 to Sep 6, 2016 Inference
- J••• E••••• V•••• · Vice P••••••••/Treasurer · Jul 1, 2010 to Nov 25, 2014 Inference
- R••••• C••• · Vice P••••••••/Secretary · Jul 1, 2010 to Nov 25, 2014 Inference
Portfolio
27 relationships, 10 platforms, 2 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| S•••••• S••••••• | Minority | active | Sep 3, 2026 transaction announcement | 1 months | unknown | Fact Press release |
| C••••• T•••• B••• | Platform | active | Aug 3, 2026 transaction announcement | 2 months | unknown | Fact Press release |
| S••••••••• A•• W•••• add-on to B•• C••••••••• | Add-on | active | Jun 18, 2026 transaction announcement | 3 months | unknown | Fact Press release |
| S••••••••• A•• W•••• | Role unknown | active | Jun 18, 2026 transaction announcement | 3 months | unknown | Fact Press release |
| C••••••••• | Role unknown | active | Jun 16, 2026 transaction announcement | 3 months | unknown | Fact Press release |
| C••••••• | Role unknown | active | Jun 15, 2026 transaction announcement | 3 months | Z••• W••••••• (confirmed) | Fact Press release |
| K•••• add-on to F••••• | Add-on | active | Jun 10, 2026 transaction announcement | 4 months | unknown | Fact Press release |
| K•••• | Role unknown | active | Jun 3, 2026 transaction announcement | 4 months | unknown | Fact Press release |
| P••• P••••••••• H•••••• A••••••••• | Role unknown | active | Apr 20, 2026 transaction announcement | 5 months | G••••• P•••••••• (confirmed) | Fact Press release |
| B••• o• A•••••• T•••• | Platform | active | Mar 24, 2026 transaction announcement | 6 months | A••• R•••••• (confirmed) | Fact Press release |
| C••••••• | Role unknown | active | Nov 27, 2025 transaction announcement | 10 months | T••••• V••••• (confirmed) | Fact Press release |
| N•• E•••••• P••••••• | Minority | active | Nov 11, 2025 transaction announcement | 11 months | unknown | Fact Press release |
| C• F•••••• H••••••• | Role unknown | active | Oct 23, 2025 transaction announcement | 11 months | unknown | Fact Press release |
| G••••• L•••••• S••••••• | Platform | active | Oct 15, 2025 transaction announcement | 11 months | unknown | Fact Press release |
| L•• C•••••••• | Role unknown | active | Jun 11, 2025 transaction announcement | 1.3 years | unknown | Fact Press release |
| W•••••••• | Platform | active | Jun 10, 2025 transaction announcement | 1.3 years | unknown | Fact Press release |
| L•••• P••••• H••••••• | Platform | active | Dec 22, 2024 transaction announcement | 1.8 years | unknown | Fact Press release |
| A••••• W•• S••••••• | Platform | active | Oct 24, 2024 transaction announcement | 1.9 years | unknown | Fact Press release |
| a••••• | Platform | active | Oct 9, 2024 transaction announcement | 2.0 years | M•••••• B•••• (confirmed) | Fact Press release |
| P••••••• I••••••••• R••• | Role unknown | active | Aug 27, 2024 transaction announcement | 2.1 years | unknown | Fact Press release |
| E••••• G•••• L•••••• | Platform | active | Jul 29, 2024 transaction announcement | 2.2 years | M•••••• M•••••••• (confirmed) | Fact Press release |
| B•• C••••••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
| C••••• G••••• I••• | Role unknown | active | unknown | unknown | unknown | Fact DFX cross-reference |
| F••••• | Platform | active | unknown | unknown | unknown | Fact Press release |
| S•••• S••••• | Role unknown | exited exited Aug 4, 2025 | unknown | unknown | unknown | Fact Press release |
| S•••• S••••• | Role unknown | exited exited Aug 4, 2025 | unknown | unknown | unknown | Fact Press release |
| T••• S••••• | Role unknown | exited exited Mar 30, 2026 | unknown | unknown | unknown | Fact Press release |
Transactions
23 on record
Placement agents, lenders, advisers and co-investors
50 relationships
Placement agents (4)
- T••• B•• L•• 23 shared · very strong · last Jan 1, 2022
- M••••• S•••••• 2 shared · recurring · last Jul 30, 2026
- L••• C•••••• P••••••• 2 shared · recurring · last Dec 19, 2025
- S•••••• C•••••• G••• 1 shared · one time · last Jul 5, 2024
Financial advisers (30)
- J•••••••• L•• 2 shared · recurring · last Jun 15, 2026
- G•••••• S•••• • C•• L•• 2 shared · recurring · last Jun 11, 2025
- M••••• • C•••••• L•• 2 shared · recurring · last Sep 3, 2026
- W•••• F•••• 1 shared · one time · last Jun 15, 2026
- H••••••• L•••• 1 shared · one time · last Jun 16, 2026
- S•••••• 1 shared · one time · last Apr 20, 2026
- T•••••• • H•••••• 1 shared · one time · last Apr 20, 2026
- D••••••• B••• 1 shared · one time · last Jun 16, 2026
- H••••• W••••••• 1 shared · one time · last Oct 23, 2025
- N•••••• 1 shared · one time · last Jun 11, 2025
- E• 1 shared · one time · last Apr 20, 2026
- G•••••• S•••• I••••••••• 1 shared · one time · last Dec 22, 2024
- J••••••• S••••••••• L•• 1 shared · one time · last Oct 15, 2025
- A•••••• • M••••• I••• 1 shared · one time · last Apr 20, 2026
- J••• M••••• S••••••••• L•• 1 shared · one time · last Jul 29, 2024
- R•• C•••••• M••••••• L•• 1 shared · one time · last Jun 15, 2026
- T•••••• S•••• L•• 1 shared · one time · last Apr 20, 2026
- J•• 1 shared · one time · last Apr 20, 2026
- B••••••• 1 shared · one time · last Jul 29, 2024
- A••• C•••••• A••••••• 1 shared · one time · last Apr 20, 2026
- L••••• 1 shared · one time · last Sep 3, 2026
- N•••• P•••• 1 shared · one time · last Dec 22, 2024
- W••••••••• S••••••• 1 shared · one time · last Apr 20, 2026
- M••••• 1 shared · one time · last Jun 3, 2026
- E••••••• 1 shared · one time · last Jun 3, 2026
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Apr 20, 2026
- L••••• • C•• L•••••• 1 shared · one time · last Dec 22, 2024
- S••••• 1 shared · one time · last Nov 27, 2025
- R•••••• J•••• L••• 1 shared · one time · last Oct 9, 2024
- B••••••• C•••••• I••• 1 shared · one time · last Jun 10, 2026
Legal advisers (16)
- K••••••• • E•••• L•• 2 shared · recurring · last Sep 3, 2026
- G•••••• P•••••• 2 shared · recurring · last Jun 16, 2026
- W•••••• • G••••••• L•• 1 shared · one time · last Jul 29, 2024
- C••••• G••••••• S•••• • H••••••• L•• 1 shared · one time · last Jul 29, 2024
- L••••• • W•••••• L•• 1 shared · one time · last Jun 11, 2025
- K•• G••••• L•• 1 shared · one time · last Oct 15, 2025
- R•••• • K••• 1 shared · one time · last Jun 10, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last Jun 3, 2026
- M•••••• L•• 1 shared · one time · last Jun 3, 2026
- H•••• L•••••• U• L•• 1 shared · one time · last Jul 29, 2024
- N•••• P•••••• L•• 1 shared · one time · last Jun 11, 2025
- M••••••• C•••• L•• 1 shared · one time · last Oct 23, 2025
- D•••••••• • P••••••• 1 shared · one time · last Jul 29, 2024
- S•••••• • J••••••• L•• 1 shared · one time · last Jun 11, 2025
- W••••• S•••••• G••••••• • R••••• 1 shared · one time · last Jun 10, 2026
- L••••••••• S•••••• L•• 1 shared · one time · last Jun 16, 2026
LP commitments
9 disclosed
- W••••••••• S•••• I••••••••• B•••• $200M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $166M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $200M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $225M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $300M sib.wa.gov
- C••••••••• S•••• T•••••••• R••••••••• S••••• $35.4M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $150M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $150M calstrs.com
- N•• J••••• D••••••• o• I••••••••• $100M nj.gov
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Across the graphs
S•••• S••••• A•••••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1Private 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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