DFX Intelligence

Private Equity Intelligence

Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / A••••••• H••••••• L••

A••••••• H••••••• L••

Buyout firm · probableUpper middle marketNew York, NYa•••••••.comSEC registered investment adviser

Classification

Class: Buyout firmprobable, confidence 65%
Basis: R6: 21 of 28 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $8.61bn Private Equity Fund GAV on the Form ADV filed 2023-04-24

Classification history (1)

Sep 13, 2026
Buyout firm (probable, 65%, cls-pe-1)
R6: 21 of 28 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Nov 23, 2011 to Apr 24, 2023
RAUM: $9.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 18
PE fund GAV, latest filing: $8.6Breported gross assets (Form ADV), not fund size
All private fund GAV: $9.6Bevery private fund type, latest filing
2024 PE fund GAV: unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 75%
Fund type mix: filed 2023-04-24, latest gav Other Private Fund $348M, Private Equity Fund $8.6B, Venture Capital Fund $627M, latest counts Other Private Fund 2, Private Equity Fund 18, Venture Capital Fund 4, lifetime distinct Real Estate Fund 1, Other Private Fund 2, Private Equity Fund 21, Venture Capital Fund 4
Employees: 63
Headquarters: New York, NY
Office address: 535 MADISON AVENUE, 24TH FLOOR, New York, NY, 10022
Business phone: 212-624-9500

Stated criteria beside observed behaviour

3 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: not stated or not yet read

Observed from deals on record

roles: minority 3
period: to 2026-02-10, from 2025-10-14, undated holdings 0, dated observations 3
window: last unknown, first unknown
control: minority 3
companies: 3
geography
investments: 3
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share 0.333, value financial services, examples Atomic Insights
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.333, value financial services, examples Atomic Insights

3 companies on the graph (0 transactions); most in financial services (1); observed 2025 to 2026

Funds

4 on record, 20 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
A••••••• T••••••••• G••••• F••• L••• ADV: Venture Capital Fund	Growth fund	2017 first reported on Form ADV	$197M as of Apr 24, 2023	no Form D	Harvest
A••••••• S••••• B••••••• C•••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$140,359 as of Mar 29, 2018	no Form D	Wound down
A••••••• L•••••• C•••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$1.8M as of Oct 7, 2022	no Form D	Wound down
A••••••• C•••••••• I• L••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$8,287 as of Mar 29, 2018	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	Latest reported GAV	Source
A••••••• F•••••••• S••••••• F••• I• L•••	Private Equity Fund	2020 to 2022	$2.6B filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• F•••••••• S••••••• F••• I•• L•••	Private Equity Fund	2015 to 2022	$1.9B filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• F•••••••• S••••••• F••• I• L•••	Private Equity Fund	2012 to 2022	$423M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• C••••• C•••••••• L•••	Private Equity Fund	2020 to 2022	$271M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• A•••• C•••••••• L•••	Private Equity Fund	2022 to 2022	$266M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• F•••••••• S••••••• F••• L•••	Private Equity Fund	2012 to 2022	$256M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• P••••••••• C•••••••• L•••	Private Equity Fund	2022 to 2022	$180M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• I• ••• C••••••••• L•••	Private Equity Fund	2020 to 2022	$151M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• F•••••••• S••••••• F••• ••••••••• L•••	Private Equity Fund	2012 to 2022	$143M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• C••••• O••••••••• F••• L•••	Other Private Fund	2021 to 2022	$136M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• A••••••• O••••••••• F••• L•••	Other Private Fund	2022 to 2022	$127M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• O••••• C••••••••• F••• L•••	Private Equity Fund	2020 to 2022	$71.9M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• A••••• C•••••••• L•••	Private Equity Fund	2018 to 2022	$47.4M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• Q• C•••••••• L••	Private Equity Fund	2017 to 2022	$42.8M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• R••••••• C•••••••• L•••	Private Equity Fund	2020 to 2022	$42.6M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• A••••••• C•••••••• L•	Private Equity Fund	2016 to 2022	$18.6M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• A••••• C•••••••• I• L•••	Private Equity Fund	2018 to 2022	$10.1M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• B••••• H••••••• L•••	Venture Capital Fund	2019 to 2022	$4.4M filed Oct 7, 2022	adviserinfo.sec.gov
A•• I• ••••• I• C••••••••• L•	Private Equity Fund	2022 to 2022	$3.1M filed Oct 7, 2022	adviserinfo.sec.gov
A••••••• F•••••••• S••••••• F••• V• L•	Private Equity Fund	2022 to 2022	$0 filed Oct 7, 2022	adviserinfo.sec.gov

Team

6 current, 4 former

Managing partner (1)

V••••••• A•••••• l• R•••• · President · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

J•••••• W•••• G•••••••• · Limited Partner Of A••••••• H••••••• L• And Sole Shareholder Of A••••••• Holdings Gp Inc. · since Jun 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (4)

C•••• J••• A••••• · Chief Administrative Officer · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E••• S• •• O•••• B••••• · Chief Compliance Officer · since Apr 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
G••••••• O••• K••••• · Chief Operating Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• A•••• K••••••••• · Chief Financial Officer · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

4 former (kept with end dates)

C•••••••• C••••••• Y•••• · Chief Legal Officer · Nov 1, 2014 to Sep 12, 2017 Inference
L•••••• R•••••• S•••• M••••••••• · General Counsel · Jan 1, 2018 to Oct 7, 2022 Inference
S•• B•••• I•• · Chief Financial Officer · Feb 1, 2019 to Aug 16, 2019 Inference
S••••• S••••• W••••••• · Chief Administrative Officer (On Leave Of Absence) · Apr 1, 2007 to Mar 31, 2015 Inference

Portfolio

3 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
C•••••	Minority	active	Feb 10, 2026 venture round	7 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A••••• I•••••••	Minority	active	Jan 14, 2026 venture round	8 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
O•••••••••	Minority	active	Oct 14, 2025 venture round	11 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

Transactions

0 on record

No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.

Placement agents, lenders, advisers and co-investors

0 relationships

No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.

LP commitments

0 disclosed

No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.

Events

2 most recent

Sep 1, 2026
Adviser CRD 154410 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Nov 23, 2011
A••••••• H••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority68 · ELEVATED: as of: 2026-09-19items: [{"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 velocity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","parmethod: sum of component points, capped at 1.0
missing: description, transactions, stated criteria, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 6 days ago
Observations: 17
Sources: 2
Open research tasks: 1

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

A••••••• H••••••• L•• is the same institution as 3 records in Venture Capital, RIA and Wealth and Real Estate Funds.

Venture Capital1RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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