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 / F•••• E•••• A••••••••• C•••••• L••
F•••• E•••• A••••••••• C•••••• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 3 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.17bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Jun 28, 2024
- RAUM
- $20Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $165Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $17Bevery private fund type, latest filing
- 2024 PE fund GAV
- $165Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 2%
- Fund type mix
- filed 2024-06-28, latest gav Hedge Fund $725M, Other Private Fund $1.1B, Private Equity Fund $165M, Securitized Asset Fund $15B, latest counts Hedge Fund 3, Other Private Fund 14, Private Equity Fund 2, Securitized Asset Fund 51, lifetime distinct Hedge Fund 3, Other Private Fund 21, Private Equity Fund 2, Securitized Asset Fund 59
- Employees
- 123
- Headquarters
- Boston, MA
- Office address
- 500 BOYLSTON STREET, SUITE 1250, Boston, MA, 02116
- Business phone
- 800-450-4424
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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••• F••••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $152M as of Jun 28, 2024 | no Form D | Unknown | |
| T•• C••••• L••••••••• L•• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $12.8M as of Jun 28, 2024 | no Form D | Unknown | |
| W••• R•••• 2••••• C•• L••• ADV: Securitized Asset Fund | Credit fund | 2014 year in the fund name | $511M as of Jun 28, 2024 | no Form D | Mature |
Team
10 current, 16 former
Managing partner (3)
- C••••••••• J••• F•••• · Co-President · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• R•• F•••••• · Co-President & Chief Investment Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• A••• M••••• · Chief Executive Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
Platform (6)
- B•••• M•••••••• · Head Of Finance & Treasurer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• O•••••• · Head Of Legal And Compliance & Chief Legal Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• J••••• G••••••• · Chief Financial Officer · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•• · Chief Administrative Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• R••••••••• · General Counsel & Secretary · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• R•••••• M•••••• · Chief Compliance Officer · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
16 former (kept with end dates)
- S•• W••• T••••••••• · Co-Chief Executive Officer, Director · Jul 1, 2014 to Jan 9, 2018 Inference
- W•••••• H••••• S••••• · President · Apr 1, 2010 to Feb 21, 2017 Inference
- H••••• W• · Co-Head Of Direct Lending · Feb 1, 2017 to Feb 28, 2020 Inference
- W•••••• M••••••••• C••• · Co-Head Of Direct Lending · Feb 1, 2017 to Feb 28, 2020 Inference
- B•••• W•••••• G••• · Senior Managing Director · Nov 1, 2017 to Feb 28, 2020 Inference
- E••• M••••• D••••• · Shareholder · Jan 1, 2020 to Mar 30, 2022 Inference
- A••••• J• M••••• · Chief Compliance Officer · Jan 1, 2020 to Mar 30, 2022 Inference
- A••••• J•••• M••••• · Chief Compliance Officer & Associate General Counsel · Jan 1, 2020 to Jul 15, 2022 Inference
- M••••••••• B••••••••• · Chief Compliance Officer · Sep 1, 2013 to Feb 16, 2018 Inference
- S•••••••• P••• S••••••• · Managing Director, Chief Legal Officer, General Counsel & Holder Of Class A-2 And Class B Units · Apr 1, 2010 to Jan 15, 2016 Inference
- T••••••• W•••••• O•••• · Chief Financial Officer And Chief Operating Officer · Apr 1, 2010 to Jul 29, 2021 Inference
- A•••••• J••••• D••••• · Director · Apr 1, 2015 to Feb 28, 2020 Inference
- C•••••• A••••• B•••••• · Director · Jun 1, 2009 to Mar 28, 2013 Inference
- J•••• K•••• H••• · Executive Chairman & Director & Holder Of Class A-2 Units · Jul 1, 2014 to May 18, 2015 Inference
- J••••• D••• B•••••• · Director · Apr 1, 2015 to Feb 28, 2020 Inference
- T••••• M••••• H•••••• · Director · Feb 1, 2013 to Feb 28, 2020 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
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 2, 2021 | Platform acquisition | Q•• H••••• | Lender (confirmed) | churchillam.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- F•• D••••••••• L•• 1 shared · one time · last Jan 1, 2024
- D••••••• B••• S••••••••• I••• 1 shared · one time · last Jan 1, 2017
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
- Mar 28, 2012F•••• E•••• A••••••••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
F•••• E•••• A••••••••• C•••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA 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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