DFX Intelligence
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A••• C••••• M••••••••• L•••
Private credit managerClassification probableLower middle marketSEC exempt reporting adviser· Conshohocken, PAa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $149M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
Classification
How this organization is classified, and on what basisPrivate credit manager · 2 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 2 of 2 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jul 3, 2019 to Mar 25, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $149Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $149Mevery private fund type, latest filing
- 2024 PE fund GAV
- $149Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $149M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Conshohocken, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
- $1.0M to $50.0M
- 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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••• C••••• I•••••••• I•• L••• ADV: Private Equity Fund | Credit fund | 2023 first reported on Form ADV | $147M as of Mar 25, 2024 | no Form D | Early deployment | |
| A••• C••••• I•••••••• • L••• ADV: Private Equity Fund | Credit fund | unknown | $1.1M as of Mar 25, 2024 | no Form D | Harvest |
Team
7 current, 0 former
Partner (1)
- Z•••••• S••••• F••••• · Manager Of A••• C••••• M••••••••• L•• · start date unknown SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Analyst (4)
- C••• P•••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• P•••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B•••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- P•••••• M••••••••• · Analyst/Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- D••••• J••• E•••• · Chief Financial Officer · since Apr 1, 2022 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
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 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
- Jul 3, 2019A••• C••••• M••••••••• L••• first filed Form ADV in the extract (ERA)
Across the graphs
A••• C••••• M••••••••• 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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