DFX Intelligence

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K•••• • C••••••• L•••

Buyout firmClassification probableUpper middle marketSEC registered investment adviser· New York, NYk••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $14B
PE fund assets: $18B
PE funds: 54
Investments held: 79 of 183
Deals, last 12 months: 23

Funds and vehicles Team (98)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Closed 23 transactions in the last twelve months, 40 in the last three years.
2026-08-19
Last 12 months 23Most recent last monthPlatform deals 22
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
3 lenders and 13 placement agents appear beside this firm on the record.
Lenders 3Placement agents 13

Classification

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Upper middle marketdefined by: proxy: $18.48bn Private Equity Fund GAV on the Form ADV filed 2024-04-24

Classification history (2)

Sep 13, 2026
Buyout firm (probable, 80%, cls-pe-1)
own website statement
“••• Locked”
k••••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 63 of 63 distinct vehicles are sworn Private Equity Funds; 53 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 Apr 30, 2026
RAUM: $14Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 54
PE fund GAV, latest filing: $18Breported gross assets (Form ADV), not fund size
All private fund GAV: $17Bevery private fund type, latest filing
2024 PE fund GAV: $18Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-04-24, latest gav Private Equity Fund $18B, latest counts Private Equity Fund 49, lifetime distinct Private Equity Fund 63
Employees: 60
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

180 observed deals

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: ••• Locked

Observed from deals on record

roles: add on 42, unknown 111, platform 30
period: to 2026-08-19, from 1986-01-01, undated holdings 2, dated observations 270
window: last 2026-08-19, first 2015-08-20
control: control 66, unknown 117
companies: 180
geography: count 1, share 0.006, value TX, count 1, share 0.006, value CA
investments: 183
seller kinds: family 3, unknown 1, corporate parent 3
transactions: 89
cadence by year: 2015 platforms 5, 2016 platforms 3, 2017 add ons 2, platforms 2, other deals 1, 2018 platforms 1, 2019 add ons 1, platforms 1, 2020 platforms 1, other deals 2, 2021 add ons 6, platforms 4, other deals 1, 2022 add ons 11, platforms 3, other deals 1, 2023 add ons 5, platforms 1, other deals 2, 2024 add ons 6, 2025 add ons 7, platforms 1, other deals 1, 2026 add ons 19, other deals 2
platform add on: add ons 42, platforms 30, add ons per platform 1.4
sector known for: 81
disclosed value usd: n 0
sector distribution: count 24, share 0.133, value specialty distribution, examples Fox Valley Containers, Inc., JF Shelton, Novvia Group, Rahway Steel Drum Company, count 16, share 0.089, value business services, examples Harbor, The Nolan Company, Definition 6, Supportive Insurance Services, count 10, share 0.056, value media telecom, examples Endurance Business Media, Cygnus Publishing, Charter Communications Companies, RHI Entertainment, count 7, share 0.039, value tech enabled services, examples Forsythe Technology, Inc., Sirius Computer Solutions, Helix Agency Services, Propellint, count 7, share 0.039, value industrial manufacturing, examples Inovar, Harris Specialty Chemicals, Eagle Foods, Drake’s Creek Stone, count 5, share 0.028, value industrial services, examples Beacon Communications, Wright Paving Contractors, Inc. and Custom Stone, LLC, Beacon, Waste Services, count 4, share 0.022, value financial services, examples Savant, Wellington-Altus, Premia Re, Pathstone, count 2, share 0.011, value software, examples MIS Insurance Services LLC, CloudX
holding period years: n 5, median 3.4
repeat counterparties: role financial adviser, shared 5, entity id f4746a8d-554f-4d57-84ae-c4693b6fdcd2
subsector distribution: count 18, share 0.1, value rigid packaging distribution, examples Fox Valley Containers, Inc., JF Shelton, Novvia Group, Rahway Steel Drum Company, count 10, share 0.056, value media telecom, examples Endurance Business Media, Cygnus Publishing, Charter Communications Companies, RHI Entertainment, count 4, share 0.022, value management consulting, examples The Nolan Company, Strategy Meets Action, Bridgenext, Oceanus Partners, count 4, share 0.022, value it services, examples Forsythe Technology, Inc., Sirius Computer Solutions, Folcode, CodeScience, count 4, share 0.022, value misc durable wholesale, examples Individual FoodService, SouthernCarlson, BDI, Andicor Container Distribution, count 4, share 0.022, value financial services, examples Savant, Wellington-Altus, Premia Re, Pathstone, count 3, share 0.017, value insurance agencies brokerage, examples Supportive Insurance Services, Risk Strategies Company, Insurance Licensing Services of America, count 2, share 0.011, value security fire life safety systems, examples Beacon Communications, Beacon

180 companies on the graph (89 transactions); most in specialty distribution (24); 30 platforms and 42 add-ons; median observed hold 3.4 years (n=5); observed 1986 to 2026

Funds

67 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
K•••• X• T••••••• C••••••••• •••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$117M as of Apr 24, 2024		no Form D	Unknown
B••••••• B•••••• H•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2024 first reported on Form ADV	$98.3M as of Apr 24, 2024		no Form D	Unknown
K•••• X• T••••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$77.4M as of Apr 24, 2024		no Form D	Unknown
K•••• X• I••••• C••••••••• I•• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$38.6M as of Apr 24, 2024		no Form D	Unknown
K•••• B•••••• I••••••• •••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$696M as of Apr 24, 2024		no Form D	Unknown
K•••• B•••••• I••••••• ••• 2• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$575M as of Apr 24, 2024		no Form D	Unknown
K•• X• W••••••• S•• •••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$387M as of Apr 24, 2024		no Form D	Early deployment
K•• X• W••••••• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$387M as of Apr 24, 2024		no Form D	Early deployment
K•••• X• H•••••• C••••••••• •••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$232M as of Apr 24, 2024		no Form D	Unknown
K•••• X• H•••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$232M as of Apr 24, 2024		no Form D	Unknown
K•••• X• I••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$66.9M as of Apr 24, 2024		no Form D	Unknown
K•••• P••••••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$32.4M as of Apr 24, 2024		no Form D	Early deployment
K•••• I••••••••• A••••••••• X•• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$3.5B as of Apr 24, 2024		no Form D	Early deployment
K•••• B•••••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$696M as of Apr 24, 2024		no Form D	Unknown
K•••• B•••••• I••••••• 2• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$575M as of Apr 24, 2024		no Form D	Unknown
K•• X•• L•• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$452M as of Apr 24, 2024		no Form D	Early deployment
K•••• X• P•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$259M as of Apr 24, 2024		no Form D	Early deployment
W•••••• H••••••• 1• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$126M as of Apr 24, 2024		no Form D	Early deployment
K•••• P••••••• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$107M as of Apr 24, 2024		no Form D	Unknown
K•• F••• X•• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$62.3M as of Apr 24, 2024		no Form D	Early deployment
W•••••• H••••••• 3• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$14.3M as of Apr 24, 2024		no Form D	Early deployment
W•••••• H••••••• 2• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$2.8M as of Apr 24, 2024		no Form D	Early deployment
K•••• X• R•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$584M as of Apr 24, 2024		no Form D	Active deployment
K•••• R••••• R•• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$452M as of Apr 24, 2024		no Form D	Active deployment
K•••• P••••••• ••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$91.5M as of Apr 24, 2024		no Form D	Active deployment
K•••• X• I•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$74.1M as of Apr 24, 2024		no Form D	Unknown
K•• I• ••••••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$19.8M as of Apr 24, 2024		no Form D	Active deployment
K•••• X• R•••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$14.3M as of Apr 28, 2023		no Form D	Wound down
K•• X• •••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$12.3M as of Apr 24, 2024		no Form D	Active deployment
K•••• W••••••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$229M as of Apr 24, 2024		no Form D	Mature
K•••• W••••••••• C••••••••• •••• L••• ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$143M as of Apr 24, 2024		no Form D	Mature
K•••• I••••••••• A••••••••• X• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$4.7B as of Apr 24, 2024		no Form D	Mature
K•• X• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$519M as of Apr 24, 2024		no Form D	Mature
K•• F••• X• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$85.8M as of Apr 24, 2024		no Form D	Mature
K•••• H• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$76.6M as of Apr 24, 2024		no Form D	Harvest
K•••• B••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$32.7M as of Apr 24, 2024		no Form D	Active deployment
K•• X• B••••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$464,402 as of Apr 24, 2024		no Form D	Active deployment
K•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$169M as of Apr 24, 2024		no Form D	Mature
K•••• F•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$18.7M as of Apr 24, 2024		no Form D	Harvest
K•• H••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$2.1M as of Apr 24, 2024		no Form D	Mature
K•• H•••••• 2• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$1.4M as of Apr 24, 2024		no Form D	Mature
K•• H•••••• 3• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$739,834 as of Apr 24, 2024		no Form D	Mature
K•• I• ••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$502,268 as of Apr 24, 2024		no Form D	Mature
K•• V• A•• •••••••• L•• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$140,298 as of Apr 24, 2024		no Form D	Mature
K•••• I••••••••• A••••••••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$1.4B as of Apr 24, 2024		no Form D	Mature
K•••• R•• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$58.4M as of Apr 24, 2024		no Form D	Unknown
K•• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$47.3M as of Apr 24, 2024		no Form D	Mature
K•••• Y••••••••• C••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$26.1M as of Apr 29, 2020		no Form D	Wound down
K•• I• •••• I•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$16.0M as of Apr 29, 2020		no Form D	Wound down
K•••• H••••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$4.6M as of Apr 28, 2023		no Form D	Wound down
K•••• S•• C••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$2.4M as of Apr 29, 2020		no Form D	Wound down
K•••• H••••• C••••••••• •••• L••• ADV: Private Equity Fund	Co-investment vehicle	2016 first reported on Form ADV	$889,725 as of Apr 28, 2023		no Form D	Wound down
K•••• Y••••••••• C••••••••• •••• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$92,649 as of Apr 28, 2023		no Form D	Wound down
K•• V••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Apr 27, 2017		no Form D	Wound down
K•• V•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$699M as of Apr 24, 2024		no Form D	Harvest
K•••• I••••••••• A••••••••• V•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$275M as of Apr 24, 2024		no Form D	Harvest
K•• W• H••••••• •••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$32.6M as of Apr 29, 2015		no Form D	Wound down
K••••••••• H••••••• I• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$25.5M as of Feb 23, 2012	no reporting	no Form D	Unknown
K•••• I••••••••• A••••••••• V••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.4M as of Apr 24, 2024		no Form D	Harvest
K•• W• H••••••• •••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$4.8M as of Apr 29, 2015		no Form D	Wound down
K••••••••• H••••••• I•• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$4.6M as of Feb 23, 2012	no reporting	no Form D	Unknown
K•• T• H•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Apr 28, 2023		no Form D	Wound down
K•• T• H•••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Apr 28, 2023		no Form D	Wound down
F••• X•	buyout or unlabelled	unknown	unknown	no reporting	no Form D	Unknown
K•••• F••• X•	buyout or unlabelled	unknown	unknown	no reporting	no Form D	Unknown
K•••• F••• I•	buyout or unlabelled	unknown	unknown	no reporting	no Form D	Unknown
K•••• • C•••••• F••• I•	buyout or unlabelled	unknown	unknown	no reporting	no Form D	Unknown

Team

98 current, 3 former

Managing partner (2)

C••••••••• L••••••• C•••••• · L•••••• Partner And Managing D•••••or And Co-Chief Executive Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
F•••• J••• L•••••• · L•••••• Partner And Managing D•••••or And Co-Chief Executive Officer · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (50)

A••• J•••••• H••••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A••• J•••••• H••••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••• L••• A•••••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B••• G•••••••• N•••••• · L•••••• Partner And Managing D•••••or · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B••• F••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• R••••••• · Managing D•••••or, Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• M•••••• M•••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C••••• M•••••• M•••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••• W••••••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• I•• W••••••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• I•• W••••••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• L••••••• C•••• · L•••••• Partner And Managing D•••••or · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• L••••••• C•••• · Partner, Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
F•••••• C•••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• K••••••• B•••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
F•••• K••••••• B•••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
F•••• T•••••••• N•••••• · Managing D•••••or · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
F•••• T•••••••• N•••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• E••••• M••••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
G••••• E••••• M••••••• · Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H••• M••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• M••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• M••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H••••• a• M••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• a• M••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H••• M•••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• J• C•••••• · L•••••• Partner And Managing D•••••or · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••• J• C•••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•• C•••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••• E••••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• E••••••• · L•••••• Partner And Managing D•••••or · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• E••••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• E••••••• · managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M•••••• B• G••••••• · Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• B•••• G••••••• · Shareholder · since Dec 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• G••••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• P• N•••••• · L•••••• Partner And Managing D•••••or · 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)
P••••• E••••• B••••• · L•••••• Partner, Managing D•••••or And Chairman · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• O•••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• O•••••• · managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••• d• J•••• O•••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• C• D••••• · L•••••• Partner And Managing D•••••or · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• C• D••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• D••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• R••••• W••• · Managing D•••••or · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••• R••••• W••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••• P••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•• W••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• C•••••• F••••• · L•••••• Partner And Managing D•••••or · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• C•••••• F••••• · Investment Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Vice president (13)

A•••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• K••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• T••• · Senior Associate, Portfolio Ops · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• W•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• F••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• O••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• L•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• S••• · Senior Associate, Portfolio Ops · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••• L• T•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••••• W••• · Vice President, Operational Effectiveness · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• M•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Associate (6)

A••• S••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• G••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H••• M•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• D•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Operating partner (2)

E••• L••••••• · Managing D•••••or, Portfolio Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• M••••••• · Vice President, Portfolio Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Capital markets (1)

M•••••• P• N•••••• · Partner, Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Investor relations (5)

A•••• L•••• · Analyst, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• B•••• K•••••• · Managing D•••••or, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• L•••••• · Vice President, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••• A•••••••• · Partner, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Z••• P••• · Senior Associate, I••••••• Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Platform (17)

A••••• T••••••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• D•••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• K••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••• T••••••••• · Senior Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•• K•••••• · Partner & CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••••• M••• K•••••• · L•••••• Partner, Managing D•••••or And Chief Financial Officer · 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)
J••••• M••• K•••••• · Partner & CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•• L••• D••• · Accounting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• H••• · VP, Legal & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••• J•••••• · Senior Manager, Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• M••••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• R••••••••• · Vice President & Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• G•••• · VP, Legal & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•• D••• · D•••••or of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V••••••• S••••••• · Dir. of Talent Acquisition & Success · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•••••• W•• · L•••••• Partner, Managing D•••••or, G•••••• Counsel And Chief Compliance Officer · since May 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• W•• · Partner, G•••••• Counsel, CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Other (2)

A••••• J••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• O•••••• · T••••••••• Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

3 former (kept with end dates)

M•••••• J••••• L••••••••• · L•••••• Partner And Managing Member · Aug 1, 2016 to Apr 29, 2019 Inference
J••• K•••• N••• K•• · L•••••• Partner And Managing D•••••or · Mar 1, 2014 to Aug 8, 2019 Inference
P••• a• B••••••• · L•••••• Partner And Managing D•••••or · Jul 1, 2015 to Mar 29, 2019 Inference

Portfolio

183 relationships, 30 platforms, 42 add-ons

Company	Role	Status	Invested	Held	Partner	Source
C••••• add-on to B•••••••••	Add-on	active	Aug 19, 2026 transaction announcement	1 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••	Role unknown	active	Aug 12, 2026 transaction announcement	1 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A••••••• W••••• • A••••••••• add-on to G••••••• • C••••••• L••	Add-on	active	Jul 1, 2026 transaction announcement	3 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••• S••••••••• A• T••••••••• add-on to R••••••• P••	Add-on	active	Jun 24, 2026 transaction announcement	3 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••• C•••••••• D••••••••• add-on to N••••• G••••	Add-on	active	Apr 30, 2026 transaction announcement	5 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• add-on to I•••••	Add-on	active	Apr 30, 2026 transaction announcement	5 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••••• C•••••••••	Role unknown	active	Apr 10, 2026 transaction announcement	6 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B•••••	Role unknown	active	Jan 1, 2026 year stated on the firm's page	9 months	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••• I•••••••• S••••••• add-on to R••••••• P••	Add-on	active	Nov 3, 2025 transaction announcement	11 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W•••••••••	Role unknown	active	Oct 29, 2025 transaction announcement	11 months	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••• C•••• S•••• add-on to A••••• M••••••••	Add-on	active	Jul 16, 2025 transaction announcement	1.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D•••••• C•••• S•••• add-on to A••••• M••••••••	Add-on	active	Jul 16, 2025 transaction announcement	1.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••••• add-on to R••••••• P••	Add-on	active	Jul 1, 2025 transaction announcement	1.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
G••••••• • C••••••• L••	Platform	active	Jun 11, 2025 transaction announcement	1.3 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
G•••••• H••••• I••••••••• add-on to N••••• G••••	Add-on	active	May 2, 2025 transaction announcement	1.4 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M•••••••• I••• add-on to N••••• G••••	Add-on	active	Apr 1, 2025 transaction announcement	1.5 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••• I••••••••• L•• add-on to N••••• G••••	Add-on	active	Jan 9, 2025 transaction announcement	1.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
G•••••••	Role unknown	active	Jan 1, 2025 year stated on the firm's page	1.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• B•••••• L•• add-on to N••••• G••••	Add-on	active	Sep 12, 2024 transaction announcement	2.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••••••••• add-on to B•••••••••	Add-on	active	Sep 10, 2024 transaction announcement	2.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
L•••• • A••••••••• add-on to R••••••• P••	Add-on	active	Sep 3, 2024 transaction announcement	2.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F•••••• add-on to B•••••••••	Add-on	active	Feb 27, 2024 transaction announcement	2.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W••••• P••••• C••••••••• I••• a•• C••••• S••••• L•• add-on to A••••• M••••••••	Add-on	active	Feb 13, 2024 transaction announcement	2.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
H•••• A••••• S••••••• add-on to R••••••• P••	Add-on	active	Jan 2, 2024 transaction announcement	2.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O•••• S•••• P••••••••• I••• add-on to N••••• G••••	Add-on	active	Dec 5, 2023 transaction announcement	2.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V•••••••• M•••••••• add-on to A••••• M••••••••	Add-on	active	Oct 3, 2023 transaction announcement	3.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V•••••••• M••••••••	Platform	active	Oct 3, 2023 transaction announcement	3.0 years	S•••• O•••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V•••••••• M•••••••• a•• i•• a•••••••• c•••••••• add-on to A••••• M••••••••	Add-on	active	Oct 3, 2023 transaction announcement	3.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
V•••••	Role unknown	active	Jun 27, 2023 transaction announcement	3.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
N••••••• C•••••••• add-on to N••••• G••••	Add-on	active	May 31, 2023 transaction announcement	3.3 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••••	Role unknown	active	May 27, 2023 transaction announcement	3.3 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
J• S•••••• add-on to N••••• G••••	Add-on	active	Jan 4, 2023 transaction announcement	3.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••	Role unknown	active	Jan 1, 2023 year stated on the firm's page	3.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• S•••• D••• C•••••• add-on to N••••• G••••	Add-on	active	Dec 8, 2022 transaction announcement	3.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I••••••••• C•••••••• add-on to N••••• G••••	Add-on	active	Nov 28, 2022 transaction announcement	3.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D••••••••• 6• add-on to B•••••••••	Add-on	active	Nov 15, 2022 transaction announcement	3.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••• I••• add-on to N••••• G••••	Add-on	active	Nov 1, 2022 transaction announcement	3.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
M•• I•••••••• S••••••• L•• add-on to R••••••• P••	Add-on	active	Oct 17, 2022 transaction announcement	3.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••• C••••••••• add-on to N••••• G••••	Add-on	active	Oct 4, 2022 transaction announcement	4.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W•••••••••	Platform	active	Aug 11, 2022 transaction announcement	4.1 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• C•••••••• C•••••• add-on to N••••• G••••	Add-on	active	Jul 26, 2022 transaction announcement	4.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
H••••• add-on to E••••	Add-on	active	Jul 5, 2022 transaction announcement	4.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I••••• P•••••••• G••••	Platform	active	May 23, 2022 transaction announcement	4.3 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• C••••••••• L•• add-on to N••••• G••••	Add-on	exited exited Apr 25, 2022	Apr 25, 2022 transaction announcement	0 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•••••••• C•••••••• D••••••••• D••••••• add-on to N••••• G••••	Add-on	active	Feb 10, 2022 transaction announcement	4.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••••••• P••	Platform	active	Jan 6, 2022 transaction announcement	4.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• C•••••••• I••• add-on to N••••• G••••	Add-on	active	Jan 5, 2022 transaction announcement	4.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B•••••••••	Platform	active	Jan 1, 2022 year stated on the firm's page	4.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••	Role unknown	active	Jan 1, 2022 year stated on the firm's page	4.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F•• V••••• C••••••••• I••• add-on to N••••• G••••	Add-on	active	Nov 1, 2021 transaction announcement	4.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S•••••	Platform	active	Oct 7, 2021 transaction announcement	5.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
I•••••••• L•••••••• S••••••• o• A•••••• add-on to R••••••• P••	Add-on	active	Sep 1, 2021 transaction announcement	5.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••• O• I•••••••• add-on to R••••••• P••	Add-on	active	Sep 1, 2021 transaction announcement	5.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
W•••••• H••••••• L•••	Platform	active	Jul 2, 2021 transaction announcement	5.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••• S••• C•••••••••	Platform	active	May 14, 2021 transaction announcement	5.4 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
C••• S•••• C••••••	Platform	active	May 4, 2021 transaction announcement	5.4 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F•••••• F••••	Platform	active	Apr 5, 2021 transaction announcement	5.5 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••• T••••••• S•••••• add-on to Z••••• E•••••	Add-on	active	Feb 2, 2021 transaction announcement	5.6 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••••• M•••• A••••• add-on to R••••••• P••	Add-on	active	Jan 12, 2021 transaction announcement	5.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
T•• N•••• C•••••• add-on to R••••••• P••	Add-on	active	Jan 12, 2021 transaction announcement	5.7 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••• R•	Role unknown	active	Jan 1, 2021 year stated on the firm's page	5.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••	Platform	active	Dec 23, 2020 transaction announcement	5.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R•••••• M••••• H•••••	Platform	exited	Dec 9, 2020 transaction announcement	5.8 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••••• C••••••• B•••••	Role unknown	active	Oct 1, 2020 transaction announcement	6.0 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••• G••••	Platform	active	Jan 1, 2020 year stated on the firm's page	6.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• F•••••••••	Platform	active	Nov 22, 2019 transaction announcement	6.8 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O•••••• P••••••• add-on to R••••••• P••	Add-on	active	Apr 18, 2019 transaction announcement	7.4 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
B••••••••	Platform	active	Jan 1, 2019 year stated on the firm's page	7.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
J••• H•••	Role unknown	active	Jan 1, 2019 year stated on the firm's page	7.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••• G••••	Platform	active	Sep 13, 2018 transaction announcement	8.0 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• C•••••	Role unknown	exited	Jan 1, 2018 year stated on the firm's page	8.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A•• L•••••••• P••••••• L• add-on to Z••••• E•••••	Add-on	exited exited Mar 2, 2018	Dec 21, 2017 transaction announcement	2 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••••••• T••••••••• I•••	Platform	active	Sep 27, 2017 transaction announcement	9.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
A•• L•••••••• P••••••• L•	Role unknown	exited exited Sep 13, 2026	Aug 29, 2017 transaction announcement	9.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
D••• • T••••• P••••••• L••	Platform	active	Aug 28, 2017 transaction announcement	9.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
O•••• O•••••••••	Role unknown	exited	Jun 30, 2017 transaction announcement	9.2 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••••• C••••••• H•••••••••	Role unknown	exited	Jan 1, 2017 year stated on the firm's page	9.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• R•	Role unknown	active	Jan 1, 2017 year stated on the firm's page	9.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
Z••••• E•••••	Platform	active	Jan 1, 2017 year stated on the firm's page	9.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• I•••	Platform	active	Aug 5, 2016 transaction announcement	10.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
F••••••• H•••••••• I•••	Platform	active	Jun 30, 2016 transaction announcement	10.2 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
P••••••••• E••••••••	Platform	exited	Jun 30, 2016 transaction announcement	10.2 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••	Role unknown	exited exited Jun 3, 2019	Jan 1, 2016 year stated on the firm's page	3.4 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• F••••• F••••	Platform	active	Nov 2, 2015 transaction announcement	10.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
R••• S••••••••• C••••••	Platform	exited	Oct 7, 2015 transaction announcement	11.0 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
S••••• C••••••• S••••••••	Platform	exited exited Jul 1, 2019	Sep 1, 2015 transaction announcement	3.8 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• B••••	Platform	active	Aug 31, 2015 transaction announcement	11.1 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
U• L••	Platform	exited	Aug 20, 2015 transaction announcement	11.1 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••• R••••••••	Role unknown	exited	Jan 1, 2015 year stated on the firm's page	11.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••• B•••••	Role unknown	exited	Jan 1, 2015 year stated on the firm's page	11.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• F••••	Role unknown	active	Jan 1, 2015 year stated on the firm's page	11.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
4••••••	Role unknown	exited	Jan 1, 2013 year stated on the firm's page	13.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• T•••••	Role unknown	exited	Jan 1, 2013 year stated on the firm's page	13.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H•••••	Role unknown	exited exited Jan 14, 2016	Jan 1, 2013 year stated on the firm's page	3.0 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••• S•••••••••	Role unknown	exited	Jan 1, 2012 year stated on the firm's page	14.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N••••	Role unknown	exited	Jan 1, 2012 year stated on the firm's page	14.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••••• S•••••••	Role unknown	exited	Jan 1, 2012 year stated on the firm's page	14.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••	Role unknown	exited	Jan 1, 2012 year stated on the firm's page	14.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• R••••••••	Role unknown	exited	Jan 1, 2012 year stated on the firm's page	14.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• D••• C••••••	Role unknown	exited	Jan 1, 2011 year stated on the firm's page	15.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Showing 100 of 183 investments on this record. Private Equity Intelligence opens the rest of this record's rows.

Transactions

95 on record

Date	Type	Target	This firm’s role	Source
Aug 19, 2026	Add-on acquisition	C•••••	Sponsor (confirmed)	bridgenext.com
Aug 12, 2026	Type not stated	B••	Sponsor (confirmed)	k••••.com
Jul 1, 2026	Add-on acquisition	A••••••• W••••• • A•••••••••	Sponsor (confirmed)	gallowayus.com
Jun 24, 2026	Add-on acquisition	F••• S••••••••• A• T•••••••••	Sponsor (derived)	resourcepro.com
May 20, 2026	Add-on acquisition	S•••• I••••••••• L••	Sponsor (confirmed)	novviagroup.com
May 20, 2026	Add-on acquisition	O•••• S•••• P••••••••• I•••	Sponsor (confirmed)	novviagroup.com
May 20, 2026	Add-on acquisition	M•••••••• I•••	Sponsor (confirmed)	novviagroup.com
May 20, 2026	Add-on acquisition	L••••• B•••••• L••	Sponsor (confirmed)	novviagroup.com
May 20, 2026	Add-on acquisition	R••••• S•••• D••• C••••••	Sponsor (confirmed)	novviagroup.com
May 20, 2026	Add-on acquisition	J• S••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	N••••••• C••••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	A•••••• C•••••••• D•••••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	G•••••• H••••• I•••••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	R••• C•••••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	S•••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	A•••••• I•••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	I••••••••• C••••••••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	F•• V••••• C••••••••• I•••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	R•••• C•••••••• I•••	Sponsor (confirmed)	novviagroup.com
Apr 30, 2026	Add-on acquisition	D•••• C•••••••• C••••••	Sponsor (confirmed)	novviagroup.com
Apr 10, 2026	Type not stated	B••••• C•••••••••	Sponsor (derived)	k••••.com
Nov 3, 2025	Add-on acquisition	S••••••••• I•••••••• S•••••••	Sponsor (derived)	resourcepro.com
Oct 29, 2025	Type not stated	W•••••••••	Sponsor (confirmed)	k••••.com
Jul 16, 2025	Add-on acquisition	D•••••• C•••• S••••	Sponsor (confirmed)	armadamaterials.com
Jul 16, 2025	Add-on acquisition	D•••••• C•••• S••••	Sponsor (confirmed)	armadamaterials.com
Jul 1, 2025	Add-on acquisition	P•••••••••	Sponsor (derived)	resourcepro.com
Jun 11, 2025	Platform acquisition	G••••••• • C••••••• L••	Sponsor (confirmed)	k••••.com
May 2, 2025	Add-on acquisition	G•••••• H••••• I•••••••••	Sponsor (confirmed)	novviagroup.com
Apr 1, 2025	Add-on acquisition	M•••••••• I•••	Sponsor (confirmed)	novviagroup.com
Jan 9, 2025	Add-on acquisition	S•••• I••••••••• L••	Sponsor (confirmed)	atlasholdingsllc.com
Sep 12, 2024	Add-on acquisition	L••••• B•••••• L••	Sponsor (confirmed)	novviagroup.com
Sep 10, 2024	Add-on acquisition	C•••••••••	Sponsor (derived)	bridgenext.com
Sep 3, 2024	Add-on acquisition	L•••• • A•••••••••	Sponsor (derived)	resourcepro.com
Feb 27, 2024	Add-on acquisition	F••••••	Sponsor (derived)	bridgenext.com
Feb 13, 2024	Add-on acquisition	W••••• P••••• C••••••••• I••• a•• C••••• S••••• L••	Sponsor (confirmed)	armadamaterials.com
Jan 2, 2024	Add-on acquisition	H•••• A••••• S•••••••	Sponsor (derived)	insurancejournal.com
Dec 5, 2023	Add-on acquisition	O•••• S•••• P••••••••• I•••	Sponsor (confirmed)	novviagroup.com
Oct 3, 2023	Platform acquisition	V•••••••• M••••••••	Sponsor (confirmed)	armadamaterials.com
Oct 3, 2023	Add-on acquisition	V•••••••• M••••••••	Sponsor (confirmed)	armadamaterials.com
Oct 3, 2023	Add-on acquisition	V•••••••• M•••••••• a•• i•• a•••••••• c••••••••	Sponsor (derived)	armadamaterials.com
Jun 27, 2023	Type not stated	V•••••	Sponsor (confirmed)	k••••.com
May 31, 2023	Add-on acquisition	N••••••• C••••••••	Sponsor (confirmed)	novviagroup.com
May 27, 2023	Type not stated	P••••••••	Sponsor (confirmed)	k••••.com
Jan 4, 2023	Add-on acquisition	J• S••••••	Sponsor (confirmed)	novviagroup.com
Dec 8, 2022	Add-on acquisition	R••••• S•••• D••• C••••••	Sponsor (confirmed)	novviagroup.com
Nov 28, 2022	Add-on acquisition	I••••••••• C••••••••	Sponsor (confirmed)	novviagroup.com
Nov 15, 2022	Add-on acquisition	D••••••••• 6•	Sponsor (confirmed)	bridgenext.com
Nov 1, 2022	Add-on acquisition	A•••••• I•••	Sponsor (confirmed)	novviagroup.com
Oct 17, 2022	Add-on acquisition	M•• I•••••••• S••••••• L••	Sponsor (derived)	resourcepro.com
Oct 4, 2022	Add-on acquisition	R••• C•••••••••	Sponsor (confirmed)	novviagroup.com
Sep 26, 2022	Platform acquisition	W•••••••••	Sponsor (confirmed)	churchillam.com
Aug 11, 2022	Platform acquisition	W•••••••••	Sponsor (confirmed)	k••••.com
Jul 26, 2022	Add-on acquisition	D•••• C•••••••• C••••••	Sponsor (confirmed)	novviagroup.com
Jul 5, 2022	Add-on acquisition	H•••••	Sponsor (confirmed)	k••••.com
May 23, 2022	Majority investment	I••••• P•••••••• G••••	Sponsor (confirmed)	k••••.com
Apr 25, 2022	Exit to a strategic buyer	S••••••• C••••••••• L••	Seller (confirmed)	novviagroup.com
Apr 25, 2022	Add-on acquisition	S••••••• C••••••••• L••	Sponsor (confirmed)	novviagroup.com
Feb 10, 2022	Add-on acquisition	A•••••••• C•••••••• D••••••••• D•••••••	Sponsor (confirmed)	novviagroup.com
Jan 6, 2022	Platform acquisition	R••••••• P••	Sponsor (confirmed)	k••••.com
Jan 5, 2022	Add-on acquisition	R•••• C•••••••• I•••	Sponsor (confirmed)	novviagroup.com
Nov 29, 2021	Exit to a strategic buyer	S•••••••	Seller (confirmed)	novviagroup.com
Nov 1, 2021	Add-on acquisition	F•• V••••• C••••••••• I•••	Sponsor (confirmed)	novviagroup.com
Oct 7, 2021	Platform acquisition	S•••••	Sponsor (confirmed)	k••••.com
Sep 1, 2021	Add-on acquisition	S••• O• I••••••••	Sponsor (derived)	resourcepro.com
Sep 1, 2021	Add-on acquisition	I•••••••• L•••••••• S••••••• o• A••••••	Sponsor (derived)	resourcepro.com
Jul 2, 2021	Platform acquisition	W•••••• H••••••• L•••	Sponsor (confirmed)	k••••.com
May 14, 2021	Platform acquisition	S••••• S••• C•••••••••	Sponsor (confirmed)	k••••.com
May 4, 2021	Majority investment	C••• S•••• C••••••	Sponsor (confirmed)	k••••.com
Apr 5, 2021	Platform acquisition	F•••••• F••••	Sponsor (confirmed)	k••••.com
Feb 2, 2021	Add-on acquisition	B••• T••••••• S••••••	Sponsor (derived)	zenithterminals.com
Jan 12, 2021	Add-on acquisition	T•• N•••• C••••••	Sponsor (derived)	resourcepro.com
Jan 12, 2021	Add-on acquisition	S••••••• M•••• A•••••	Sponsor (derived)	resourcepro.com
Dec 23, 2020	Majority investment	I•••••	Sponsor (confirmed)	k••••.com
Dec 9, 2020	Platform acquisition	R•••••• M••••• H•••••	Sponsor (confirmed)	k••••.com
Oct 1, 2020	Type not stated	F••••••••• C••••••• B•••••	Sponsor (confirmed)	k••••.com
Nov 22, 2019	Platform acquisition	I••••••••• F•••••••••	Sponsor (confirmed)	k••••.com
Jul 1, 2019	Exit to a strategic buyer	S••••• C••••••• S••••••••	Seller (confirmed)	k••••.com
Jun 3, 2019	Exit to a strategic buyer	S•••••••••	Seller (confirmed)	k••••.com
Apr 18, 2019	Add-on acquisition	O•••••• P•••••••	Sponsor (derived)	resourcepro.com
Sep 13, 2018	Platform acquisition	N•••••• G••••	Sponsor (confirmed)	k••••.com
Mar 2, 2018	Exit to a strategic buyer	A•• L•••••••• P••••••• L•	Seller (confirmed)	k••••.com
Dec 21, 2017	Add-on acquisition	A•• L•••••••• P••••••• L•	Sponsor (derived)	zenithterminals.com
Sep 27, 2017	Platform acquisition	F••••••• T••••••••• I•••	Sponsor (confirmed)	k••••.com
Aug 29, 2017	Add-on acquisition	A•• L•••••••• P••••••• L•	Sponsor (derived)	zenithterminals.com
Aug 28, 2017	Platform acquisition	D••• • T••••• P••••••• L••	Sponsor (confirmed)	k••••.com
Jun 30, 2017	Type not stated	O•••• O•••••••••	Sponsor (confirmed)	k••••.com
Aug 5, 2016	Platform acquisition	C••••••••• I•••	Sponsor (confirmed)	k••••.com
Jun 30, 2016	Platform acquisition	P••••••••• E••••••••	Sponsor (confirmed)	k••••.com
Jun 30, 2016	Platform acquisition	F••••••• H•••••••• I•••	Sponsor (confirmed)	k••••.com
Jan 14, 2016	Exit to a strategic buyer	H•••••	Seller (confirmed)	k••••.com
Nov 2, 2015	Platform acquisition	E•••• F••••• F••••	Sponsor (confirmed)	k••••.com
Oct 7, 2015	Platform acquisition	R••• S••••••••• C••••••	Sponsor (confirmed)	k••••.com
Sep 1, 2015	Platform acquisition	S••••• C••••••• S••••••••	Sponsor (confirmed)	k••••.com
Aug 31, 2015	Platform acquisition	P•••••• B••••	Sponsor (confirmed)	k••••.com
Aug 20, 2015	Platform acquisition	U• L••	Sponsor (confirmed)	k••••.com

Placement agents, lenders, advisers and co-investors

28 relationships

Placement agents (13)

A••••••• C•••••• G••••• L•• 2 shared · recurring · last Jan 1, 2022
I•• S••••••••• C•• L••• 2 shared · recurring · last Jan 1, 2022
T••••••••• G•••• L•• 2 shared · recurring · last Jan 1, 2023
H••••••• L•••• C••••••• I••• 1 shared · one time · last Jan 1, 2019
M•••••• C•••••• S•••••••• L•• 1 shared · one time · last Jan 1, 2016
H••••••• L•••• E•••• L•• 1 shared · one time · last Jan 1, 2019
A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2016
C••••• P•••• C•••••• 1 shared · one time · last Jan 1, 2023
A•••• F•••••••• S••••••• I••• 1 shared · one time · last Jan 1, 2023
X•• C•••••• 1 shared · one time · last Jan 1, 2022
T••••••••• G•••• ••••• L•••••• 1 shared · one time · last Jan 1, 2022
L••••••••• 1 shared · one time · last Jan 1, 2016
C•••••• G•••••• I••••••••• C••••••••• E••••••••• 1 shared · one time · last Jan 1, 2022

Lenders (3)

Z••••• U•• 1 shared · one time · last Dec 21, 2017
H••• 1 shared · one time · last Dec 21, 2017
C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Sep 26, 2022

Financial advisers (8)

M••••• P••••••• 7 shared · very strong · last Nov 3, 2025
M•••••• A•••• 1 shared · one time · last Nov 15, 2022
C••••• S••••• 1 shared · one time · last Dec 21, 2017
C•••••••• G•••••• C•••• 1 shared · one time · last Nov 15, 2022
T•• F•••••••• I••••••••• G•••• 1 shared · one time · last Nov 3, 2025
R•• C••••••••• G•••• 1 shared · one time · last Oct 17, 2022
B••••••• 1 shared · one time · last Dec 21, 2017
B•• P•••••• S••••••••• C•••• 1 shared · one time · last Sep 10, 2024

Legal advisers (4)

G•••••••• T•••••• 1 shared · one time · last Aug 19, 2026
G••••• D••• • C••••••• L•• 1 shared · one time · last Nov 15, 2022
K••••••• • E•••• L•• 1 shared · one time · last Dec 21, 2017
D•• P•••• 1 shared · one time · last Nov 15, 2022

LP commitments

12 disclosed

N•• Y••• S•••• C••••• R••••••••• F••• in K•••• I••••••••• A••••••••• V•••• L••• $250M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in K•••• I••••••••• A••••••••• V•••• L••• $250M osc.ny.gov
A••••• P•••••••• F••• C••••••••• in K•••• I••••••••• A••••••••• V•••• L••• $35.0M apfc.org
A••••• P•••••••• F••• C••••••••• in K•••• I••••••••• A••••••••• I•• L••• $125M apfc.org
A••••• P•••••••• F••• C••••••••• in K•••• I••••••••• A••••••••• X• L••• $100M apfc.org
A••••• P•••••••• F••• C••••••••• in K•••• I••••••••• A••••••••• X•• L••• $60.0M apfc.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in K•••• I••••••••• A••••••••• I•• L••• $50.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in K•••• I••••••••• A••••••••• X• L••• $50.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in K•••• I••••••••• A••••••••• X•• L••• $75.0M content.copera.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in K•••• I••••••••• A••••••••• V••• L••• amount not disclosed lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in K•••• I••••••••• A••••••••• V•••• L••• amount not disclosed lacers.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• $4.3M lacers.org

Events

60 most recent

Sep 21, 2026
••• Locked
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 14, 2026
••• Locked
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 14, 2026
••• Locked
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 14, 2026
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Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
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Platform investmentFactB••Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
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Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
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Lp commitment disclosedFactL•• A•••••• C••• E••••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Oct 29, 2025
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Jun 11, 2025
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Oct 3, 2023
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Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority63 · ELEVATED: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity100 · HIGH: as of: 2026-09-22items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":1,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite60 · ELEVATED: as of: 2026-09-22items: [{"code":"ADD_ONS_12M","points":0.3,"evidence":["••• Locked","Novvia Group Acquimethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness92 · HIGH: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.9166666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: stated criteria
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 46
Sources: 4
Open research tasks: 257

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

K•••• • C••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.

Independent Sponsors1RIA and Wealth1Allocators1

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…