DFX Intelligence
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F•••• R••••••
Buyout firmClassification probableUpper middle marketSEC registered investment adviser· Stamford, CTf•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.3B
- PE fund assets
- $6.1B
- PE funds
- 25
- Investments held
- 18 of 19
- Deals, last 12 months
- 2
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
- Sectors industrials,energy,infrastructureGeography Global
- Last 12 months 2Most recent 5 months agoPlatform deals 2
- Graphs 4
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Upper middle marketdefined by: proxy: $6.12bn Private Equity Fund GAV on the Form ADV filed 2024-05-02
- Strategies
- INFRASTRUCTURE, SECONDARIES
Classification history (2)
- Sep 13, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 43 of 44 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 8, 2026
- RAUM
- $6.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 25
- PE fund GAV, latest filing
- $6.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 98%
- Fund type mix
- filed 2024-05-02, latest gav Private Equity Fund $6.1B, latest counts Private Equity Fund 21, lifetime distinct Hedge Fund 1, Private Equity Fund 43
- Employees
- 48
- Headquarters
- Stamford, CT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- industrials, energy, infrastructure
- 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
- not stated or not yet read
Observed from deals on record
- roles
- add on 1, unknown 15, platform 3
- period
- to 2026-05-07, from 2023-05-04, undated holdings 14, dated observations 10
- window
- last 2026-05-07, first 2023-05-04
- control
- control 3, unknown 16
- companies
- 19
- geography
- investments
- 19
- seller kinds
- family 2
- transactions
- 5
- cadence by year
- 2023 platforms 1, other deals 1, 2024 add ons 1, 2026 platforms 1, other deals 1
- platform add on
- add ons 1, platforms 3, add ons per platform 0.33
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.105, value energy, examples Blue Racer Midstream, LLC, Island Energy Services, count 1, share 0.053, value industrial manufacturing, examples Auge Industrial Fasteners, count 1, share 0.053, value business services, examples WGI, count 1, share 0.053, value industrial services, examples AP Group LLC, count 1, share 0.053, value specialty distribution, examples Palmdale Oil
- holding period years
- n 0
- repeat counterparties
- role lender, shared 2, entity id 9fdd19e6-d84a-4ad9-b2b0-4c2a87be18f3
- subsector distribution
- count 2, share 0.105, value energy, examples Blue Racer Midstream, LLC, Island Energy Services, count 1, share 0.053, value fabricated metal products, examples Auge Industrial Fasteners, count 1, share 0.053, value management consulting, examples WGI, count 1, share 0.053, value industrial machinery repair, examples AP Group LLC, count 1, share 0.053, value petroleum wholesale, examples Palmdale Oil
19 companies on the graph (5 transactions); most in energy (2); 3 platforms and 1 add-ons; observed 2023 to 2026
Funds
38 on record, 11 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F• I••••••••• O••••••••• F•••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $938M as of May 2, 2024 | no Form D | Unknown | |
| F• A•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $28.9M as of May 2, 2024 | no Form D | Unknown | |
| F•••• R•••••• L••••• O••••••••• F•••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $262M as of May 2, 2024 | no Form D | Unknown | |
| F•••• R•••••• I•• R•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $166M as of May 2, 2024 | no Form D | Early deployment | |
| F• G••• C••••••••• I•• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $40.1M as of May 2, 2024 | no Form D | Early deployment | |
| F• G••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $16.6M as of May 2, 2024 | no Form D | Early deployment | |
| I•• R•••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $1.8M as of Oct 18, 2023 | no Form D | Wound down | |
| F•••• R•••••• R••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $669M as of May 2, 2024 | no Form D | Early deployment | |
| F• F••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $160M as of May 2, 2024 | no Form D | Unknown | |
| F• F••• C•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $57.7M as of May 2, 2024 | no Form D | Mature | |
| F•••• R•••••• F••• X••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $724M as of May 2, 2024 | no Form D | Active deployment | |
| F• B• M••••••••• L••• ADV: Private Equity Fund | Infrastructure fund | 2019 first reported on Form ADV | $115M as of May 2, 2024 | no Form D | Harvest | |
| F•••• R•••••• I•• R••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $99.9M as of May 2, 2024 | no Form D | Harvest | |
| F• U•••• M••••••• D••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $90.3M as of May 2, 2024 | no Form D | Harvest | |
| F• W•• C••••••••• P•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $147,157 as of Dec 6, 2018 | no Form D | Wound down | |
| F• A••••• C••••••••• L••• ••• I•• R•••••• I••••••••• V••••••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $776M as of May 2, 2024 | no Form D | Mature | |
| F•••• R•••••• U••••••• A•••• F•••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | Continuation vehicle | 2017 first reported on Form ADV | $203M as of May 2, 2024 | no Form D | Harvest | |
| F• W•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $141,373 as of Dec 6, 2018 | no Form D | Wound down | |
| F• M• C••••••••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $0 as of Dec 17, 2021 | no Form D | Wound down | |
| F• D•• I•• C•••••••• A••••••••• B• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $15.1M as of Dec 17, 2021 | no Form D | Wound down | |
| O•• C••• I••••••••• I•• L••• a•• I•• R•••••• I••••••••• V••••••• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $12.7M as of Jun 9, 2022 | no Form D | Wound down | |
| F• D•• I•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $10.3M as of Apr 27, 2020 | no Form D | Wound down | |
| F• D•• I•• C•••••••• A••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $65,333 as of Dec 17, 2021 | no Form D | Wound down | |
| O•• C••• I••••••••• L••• a•• I•• R•••••• I••••••••• V••••••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $124M as of May 2, 2024 | no Form D | Harvest | |
| F• A•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $44.6M as of Sep 1, 2017 | no Form D | Wound down | |
| F• T•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $13.2M as of May 1, 2019 | no Form D | Wound down | |
| F• T•••••• C•••••••• A••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2014 first reported on Form ADV | $200 as of May 1, 2019 | no Form D | Wound down | |
| F•••• R•••••• F••• X•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $1.6B as of May 2, 2024 | no Form D | Harvest | |
| F• B•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $43.1M as of May 2, 2024 | no Form D | Harvest | |
| F• X• A••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $25.2M as of Mar 30, 2012 | no Form D | Wound down | |
| F• I•••••• A••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $9.0M as of Mar 30, 2012 | no Form D | Wound down | |
| F•••• R•••••• F••• X• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.9M as of May 1, 2019 | no Form D | Wound down | |
| F• X• H•••••• C••••••••• I•• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $6.8M as of Sep 1, 2017 | no Form D | Wound down | |
| F•••• R•••••• F••• X••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.1M as of May 2, 2024 | no Form D | Harvest | |
| F• T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $6.1M as of May 4, 2015 | no Form D | Wound down | |
| F•••• R•••••• F••• X•• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.0M as of May 2, 2024 | no Form D | Harvest | |
| F• X•••• P••••••• V••••••• L••• ••• I•• R•••••• I••••••••• V•••••••• ADV: Private Equity Fund | Feeder or parallel | unknown | $983,128 as of May 2, 2024 | no Form D | Harvest | |
| F• X• H•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $362,484 as of Sep 1, 2017 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These 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 |
|---|---|---|---|---|---|
| F•••• R•••••• E••••• I••••••••• I•• L••• ••• I•• R•••••• I••••••••• V•••••••• | Private Equity Fund | 2014 to 2016 | $2.6B filed Sep 22, 2016 | adviserinfo.sec.gov | |
| F•••• R•••••• E••••• I••••••••• F•••• L••• ••• I•• R•••••• I••••••••• V•••••••• | Private Equity Fund | 2012 to 2016 | $1.3B filed Sep 22, 2016 | adviserinfo.sec.gov | |
| F•••• R•••••• A••••• O••••••••• F•••• L••• | Private Equity Fund | 2026 to 2026 | $717M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| F•••• R•••••• A••••• O••••••••• F••••• F•••• L••• | Private Equity Fund | 2026 to 2026 | $529M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| F•••• I• W•••••••• C••••••••• L••• | Private Equity Fund | 2016 to 2016 | $302M filed Sep 22, 2016 | adviserinfo.sec.gov | |
| F• E•••••••• I•• L••• ••• I•• R•••••• I••••••••• V•••••••• | Private Equity Fund | 2026 to 2026 | $236M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| F•••• R•••••• I•• R•••••••• I••• L••• | Private Equity Fund | 2026 to 2026 | $203M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| F•• I••••• H•••••••• L•• | Private Equity Fund | 2026 to 2026 | $182M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| F• E•••••••• S••• L••• | Private Equity Fund | 2026 to 2026 | $117M filed May 8, 2026 | reports.adviserinfo.sec.gov | |
| I•• R••••••••• L•• | Private Equity Fund | 2022 to 2023 | $14.0M filed Oct 18, 2023 | adviserinfo.sec.gov | |
| F•••• I• W•••••••• C•••••••• A••••••••• B• L••• | Private Equity Fund | 2016 to 2016 | $0 filed Sep 22, 2016 | adviserinfo.sec.gov |
Team
36 current, 14 former
Managing partner (9)
- A••• T• K•••••• · Chairman and Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• D• R••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• R••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• K••• Q•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••••• K••• Q•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• K••• Q•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••• A••• W•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••• A••• W•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••• A••• W•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (14)
- A••• T• K•••••• · C••••••••• P••••••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Aug 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• J••••• R•••• W••••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••• · 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)
- G••• D•••• R••••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• K••• Q•••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• A••••• H••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• W•••••• G•••••• H••••••••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Aug 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• A••• W•••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••••••••• O• D•••••••• M••••• O• F•••• R•••••• M••••••••• L•••••• · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• J• S•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• A••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• A••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- W•••••• R• B•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- W•••••• R• B•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• R• B•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Y••• C• L••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- C••••••• S••••• · Director, Technical · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• T• L•• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• F•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- N••• L••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• A•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• N•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- A••••• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• C•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• P•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• J•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- E•••• H•••• R•••••••• · C••••••••• C••••••••• O• F•••• R•••••• M••••••••• L••• · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• J••••••• C•••••• · C•••• F•••••••• O•••••• O• F•••• R•••••• M••••••••• L••• · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
14 former (kept with end dates)
- L•••• R• M••••••• · Trustee Of The M••••••• Non-Exempt Marital Trust · Dec 1, 2020 to May 11, 2023 Inference
- R••••• a• A••••••• · Trustee Of The M••••••• Non-Exempt Marital Trust · Dec 1, 2020 to May 11, 2023 Inference
- B•• A•••• G•••• · S••••••••• O• F•• F••••••• C••••••••• · Oct 1, 1998 to Mar 30, 2018 Inference
- J•••• W•••••• H••••• · Shareholder · Dec 1, 1991 to Mar 29, 2024 Inference
- K•••••• W•••••• M•••• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••• · Aug 1, 2009 to Mar 31, 2017 Inference
- M••• A••••• M••••••••• · Managing Director(Other Than Frc Founders Corp)/L•••••• Partner Of F•••• R•••••• M•••••••••, L.P./Board Of Directors Member · Aug 1, 2009 to Mar 26, 2013 Inference
- T•••••• H••••• D•• · L•••••• P•••••• O• F•••• R•••••• M••••••••• L••• · Aug 1, 2009 to Mar 31, 2017 Inference
- W•••••• E••••• M••••••• · L•••••• Partner · Aug 1, 2016 to Mar 30, 2020 Inference
- A••• G•••••• S••••••• · Managing Director/Chief Legal Officer/L•••••• Partner Of F•••• R•••••• M•••••••••, L.P./Board Of Directors Member · Jun 1, 2006 to Mar 31, 2021 Inference
- A••• E•••••••• G••• · Cco/General Counsel/Secretary/Assistant Treasurer · Feb 1, 2005 to Dec 17, 2021 Inference
- B•••• D•••• C•••• · Chief Operating Officer · Jul 1, 2020 to Aug 3, 2021 Inference
- C••••••• M••• E•••••••• · M••••••• D••••••••• M•••••••• O•••••• ••••• T••• F•• F••••••• C••••••••• P•••••• O• F•••• R•••••• M••••••••• L•• · Oct 1, 1991 to Mar 30, 2018 Inference
- C•••••• S••••••• P•••• · Managing Director/Chief Operating Officer · Feb 1, 2012 to Mar 29, 2019 Inference
- J••••••• C•••• Z••••••• · Managing Director/Chief Financial Officer/Treasurer/L•••••• Partner Of F•••• R•••••• M•••••••••,L.P./Board Of Directors Member · Aug 1, 1998 to Mar 31, 2021 Inference
Portfolio
19 relationships, 3 platforms, 1 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 6, 2026 | Sponsor to sponsor | D•••••• U•••••• S••••••••• L•• | Seller (confirmed) | f•••••••••.com |
| May 7, 2026 | Growth investment | L•••••• S•••••• | Sponsor (confirmed) | monroecap.com |
| Feb 25, 2026 | Platform acquisition | W•• | Sponsor (confirmed) | monroecap.com |
| Jul 8, 2024 | Add-on acquisition | A••• I••••••••• F•••••••• | Sponsor (confirmed) | f•••••••••.com |
| Dec 19, 2023 | Platform acquisition | A• G•••• L•• | Sponsor (confirmed) | f•••••••••.com |
| May 4, 2023 | Type not stated | P••••••• O•• | Sponsor (confirmed) | f•••••••••.com |
Placement agents, lenders, advisers and co-investors
18 relationships
Placement agents (12)
- M•• C•••••• P•• L•• 2 shared · recurring · last Jan 1, 2019
- S••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2022
- M•••••• L••••• P••••• F••••• • S•••• I••••••••• L•••• I••••••••• • C•• C••• 1 shared · one time · last Jan 1, 2014
- B••• I••••••••• • S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2019
- T•••• S••••••••• L•• 1 shared · one time · last Jan 1, 2020
- H•••••••• C•••••• A••••••• L•• ••••• Q•• L•• •••••• I••••••••• C••••••• 1 shared · one time · last Jan 1, 2014
- L•••••• I••••••••• • S••••••••• L••• 1 shared · one time · last Jan 1, 2014
- L••••• F••••• • C•• L•• 1 shared · one time · last Jan 1, 2023
- C••••• S••••• S••••••••• ••••••• L•••••• 1 shared · one time · last Jan 1, 2013
- D•• J••• L•• 1 shared · one time · last Jan 1, 2014
- D••••• P••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
- P•• P••••••• L• 1 shared · one time · last Jan 1, 2024
Lenders (1)
- M••••• C•••••• M••••••••• A••••••• L•• 2 shared · recurring · last May 7, 2026
Financial advisers (3)
- B• R•••• S••••••••• I••• 1 shared · one time · last May 7, 2026
- C••••••• M•• A••••••• 1 shared · one time · last May 4, 2023
- S•••• • A••••••••• 1 shared · one time · last Jul 8, 2024
Legal advisers (2)
- V••••• • E••••• L•• 1 shared · one time · last May 7, 2026
- S•••••••• Y•••• C•••••• • R•••• L•• 1 shared · one time · last May 7, 2026
LP commitments
17 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in F•••• R•••••• F••• X•••• L••• $400M calpers.ca.gov
- W••••••••• S•••• I••••••••• B•••• in F•••• R•••••• F••• X•••• L••• $400M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $300M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $400M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $100M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $50.0M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $200M sib.wa.gov
- C••••••••• S•••• T•••••••• R••••••••• S••••• $800M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $800M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in F•••• R•••••• F••• X•••• L••• $200M calstrs.com
- O••••• P••••• E•••••••• R••••••••• F••• $75.0M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• $100M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• $300M oregon.gov
- O••••• P••••• E•••••••• R••••••••• F••• $300M oregon.gov
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $20.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $30.0M lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• $26.0M lacers.org
Events
43 most recent
- Jul 6, 2026
- Jul 6, 2026••• Locked
- Jun 2, 2026••• Locked
- May 8, 2026••• Locked
- May 7, 2026••• Locked
- Apr 7, 2026••• Locked
- Apr 7, 2026••• Locked
- Mar 31, 2026••• LockedLp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2026••• LockedLp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2026••• LockedLp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2026••• LockedLp commitment disclosedFactO••••• P••••• E•••••••• R••••••••• F•••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 25, 2026••• LockedPlatform investmentFactW••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jan 29, 2026••• Locked
- Dec 31, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 3, 2025••• Locked
- Jun 30, 2025••• LockedLp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 30, 2025••• LockedLp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 2, 2025••• Locked
- Jan 14, 2025••• Locked
- Oct 23, 2024••• Locked
- Aug 5, 2024••• Locked
- Jul 8, 2024••• Locked
- Jun 25, 2024••• Locked
- Jun 11, 2024••• Locked
- May 1, 2024••• Locked
- Feb 20, 2024••• Locked
- Jan 23, 2024••• Locked
- Jan 8, 2024••• Locked
- Dec 19, 2023••• Locked
- Dec 19, 2023••• Locked
- Jul 10, 2023••• Locked
- May 4, 2023••• Locked
- May 4, 2023••• Locked
- Jan 11, 2023••• Locked
- Nov 24, 2020••• Locked
- Feb 14, 2012••• Locked
Across the graphs
F•••• R•••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent 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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