DFX Intelligence
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T•• A••••••••• L••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· New York, NY
Fund of funds, running PRIVATE CREDIT, based in New York, NY.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.1B
- PE fund assets
- $49.4M
- PE funds
- 5
- Investments held
- 0 of 3
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- +1funds on Form ADV
Private equity funds on its Form ADV went from 4 to 5 (+1).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- 4 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2026-06-26
- Strategies
- Private credit
Classification history (2)
- Sep 23, 2026Fund of funds (probable, 75%)4 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%)4 of 4 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)RAUM $7.1B · 5 PE funds · filed Jun 26, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Jun 26, 2026
- RAUM
- $7.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $49.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $316Mevery private fund type, latest filing
- 2024 PE fund GAV
- $49.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 39%
- Fund type mix
- Hedge fund: 4 funds, $262M reported gross assets, 7 ever reported
- Private equity fund: 5 funds, $49.4M reported gross assets
- Other private fund: 1 fund, $4.7M reported gross assets
- Employees
- 71
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 3 observed dealsShowHide
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 3 companies, 3 holdings
- Deal roles
- 3 with role not stated
- Control
- 3 not stated
3 companies on the graph (0 transactions); no dated observations
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.
5 families, 5 vehicles on record
T•• C••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• · 1 vehicle · vintage 2025$6.6M
- T•• C••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• Credit fund · 2025$6.6M
T•• B••••••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• · 1 vehicle · vintage 2021$22.1M
- T•• B••••••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• Fund of funds · 2021$22.1M
T•• D••••••••• • R••••••• F••• S••••• o• T•• S••••• F•••• L•• · 1 vehicle · vintage 2020$12.9M
- T•• D••••••••• • R••••••• F••• S••••• o• T•• S••••• F•••• L•• Fund of funds · 2020$12.9M
T•• D••••••••• D••• F••• I••• L•• · 1 vehicle · vintage 2010$2.7M
- T•• D••••••••• D••• F••• I••• L•• Fund of funds · 2010$2.7M
T•• D••••••••• D••• F••• I•• L•• · 1 vehicle · vintage 2008$5.1M
- T•• D••••••••• D••• F••• I•• L•• Fund of funds · 2008$5.1M
View all 5 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• C••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• ADV: Private Equity Fund | Credit fund | 2025 Form D first sale | $6.6M as of Jun 26, 2026 | $15.8M | Unknown | |
| T•• B••••••••• O••••••••• F••• S••••• o• T•• S••••• F•••• L•• ADV: Private Equity Fund | Fund of funds | 2021 Form D first sale | $22.1M as of Jun 26, 2026 | $11.2M | Active deployment | |
| T•• D••••••••• • R••••••• F••• S••••• o• T•• S••••• F•••• L•• ADV: Private Equity Fund | Fund of funds | 2020 Form D first sale | $12.9M as of Jun 26, 2026 | $29.2M | Harvest | |
| T•• D••••••••• D••• F••• I••• L•• ADV: Private Equity Fund | Fund of funds | 2010 Form D first sale | $2.7M as of Jun 26, 2026 | no Form D | Harvest | |
| T•• D••••••••• D••• F••• I•• L•• ADV: Private Equity Fund | Fund of funds | 2008 Form D first sale | $5.1M as of Jun 26, 2026 | no Form D | Harvest |
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); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
12 current, 2 former
- Chairman Of T•• A••••••••• & Tag Holdings · since Oct 1, 2009
- President · since Oct 1, 2009
- President · since Mar 1, 2019
- Managing Director
- Managing Director
Full team · 12 peoplegrouped by role, with sources
Managing partner (3)
- G••• L•• F•••••• · Chairman Of T•• A••••••••• & Tag Holdings · since Oct 1, 2009 Form ADV
- D•••• E••• B••••• · President · since Oct 1, 2009 Form ADV
- J••••••• M•••••• B•••••• · President · since Mar 1, 2019 Form ADV
Partner (4)
- C•••• W••• · Managing Director · start date unknown Firm website
- G••••• P••••••• C•• · Managing Director · start date unknown Firm website
- J••••• C••• B•••••• C•• · Managing Director · start date unknown Firm website
- N••• S• K••• C•• · Managing Director · start date unknown Firm website
Principal (4)
- H•••••• W••••• · Director · start date unknown Firm website
- M•••• O•••••• C•• · Director · start date unknown Firm website
- S•• C•••• C•• · Director · start date unknown Firm website
- S•••• C•••• C•• · Director · start date unknown Firm website
Platform (1)
- J•••• L• G••••••• · Chief Compliance Officer · since Jan 1, 2004 Form ADV
2 former (kept with end dates)
- S•••••• H••••• P•••••••• · Chairman · Oct 1, 2010 to Mar 29, 2022 Inference
- D••••• R••••• B•••••• · Managing Director & Human Resources · Mar 1, 2008 to Mar 22, 2013 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. 3 portfolio relationships and 0 transactions are on this record.
3 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | P••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A••••••• t• A••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | Y••• c••••••••• p•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
2 most recent
Across the graphs
T•• A••••••••• 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.
Checking your plan…
Not yet on record: deals, last 12 months.