DFX Intelligence
Private Equity Intelligence
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Firms / E•• C•••••• P•••••••• L••
E•• C•••••• P•••••••• L••
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 13 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 13 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 15, 2015 to Jul 21, 2022
- RAUM
- $237Mregulatory 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
- $237Mevery 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
- 8%
- Fund type mix
- filed 2022-07-21, latest gav Real Estate Fund $237M, latest counts Real Estate Fund 11, lifetime distinct Real Estate Fund 12, Private Equity Fund 1
- Employees
- 18
- Headquarters
- Aventura, FL
- Office address
- 19950 W. COUNTRY CLUB DRIVE, SUITE 800, Aventura, FL, 33180
- Business phone
- 305-600-5001
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- education, real estate, infrastructure
- Geography
- United States, Southeast
- 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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•• T• N••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $15.8M as of Nov 14, 2016 | no Form D | Unknown |
Team
3 current, 4 former
Managing partner (1)
- A••••• S••••• · Chief Executive Officer/Chief Compliance Officer · since Nov 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- M•••••• F••••• · Chief I•••••ment Officer · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- I•• C••••• · Chief Operating Officer · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- G•••••• A•••• · Managing Partner, Chief Compliance Officer · Apr 1, 2015 to Mar 28, 2018 Inference
- A••••• W•••• · Chief Financial Officer · Apr 1, 2019 to Jul 21, 2022 Inference
- E••• M••••• · Chief Compliance Officer · Mar 1, 2018 to Feb 2, 2022 Inference
- P•••••• G••••••• · Chief Financial Officer · Jan 1, 2016 to Mar 30, 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
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
3 relationships
Placement agents (3)
- T••••••••• 1 shared · one time · last Jan 1, 2016
- F••••• I••••• S••••••• 1 shared · one time · last Jan 1, 2016
- E•••••• H•••••• S••••••• 1 shared · one time · last Jan 1, 2016
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 187518 is not on the SEC registered or exempt adviser roster of 2026-09-01
- May 15, 2015E•• C•••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
E•• C•••••• P•••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA and Wealth1Private Credit1Real Estate Funds1
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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