DFX Intelligence

Private Equity Intelligence

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Firms / B••• C•••••• V•••••••• L•

B••• C•••••• V•••••••• L•

Venture firm with private equity activity · probableMiddle marketBoston, MAb•••••••••.comSEC registered investment adviser

Classification

Class: Venture firm with private equity activityprobable, confidence 70%
Basis: R1c: the venture graph classifies the same adviser MULTI_STAGE_VC and its name reads venture
Size band: Middle marketdefined by: proxy: $1.32bn Private Equity Fund GAV on the Form ADV filed 2024-07-31

Classification history (2)

Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-2)
R1c: the venture graph classifies the same adviser MULTI_STAGE_VC and its name reads venture
Sep 13, 2026
Venture firm with private equity activity (probable, 70%, cls-pe-1)
R3: 18 sworn Venture Capital Funds against 3 Private Equity Funds over 2011-2024

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2012 to Jul 31, 2024
RAUM: $10.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 2
PE fund GAV, latest filing: $1.3Breported gross assets (Form ADV), not fund size
All private fund GAV: $10.0Bevery private fund type, latest filing
2024 PE fund GAV: $1.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 14%
Fund type mix: filed 2024-07-31, latest gav Private Equity Fund $1.3B, Venture Capital Fund $8.7B, latest counts Private Equity Fund 2, Venture Capital Fund 16, lifetime distinct Private Equity Fund 3, Venture Capital Fund 18
Employees: 111
Headquarters: Boston, MA
Office address: 200 CLARENDON STREET, Boston, MA, 02116
Business phone: 617-516-2318

Stated criteria beside observed behaviour

7 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: unknown 3, minority 4
period: to 2026-06-18, from 2025-10-22, undated holdings 3, dated observations 4
window: last unknown, first unknown
control: unknown 3, minority 4
companies: 7
geography
investments: 7
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 0.143, value software, examples Finley
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.143, value vertical software, examples Finley

7 companies on the graph (0 transactions); most in software (1); observed 2025 to 2026

Funds

2 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
B•• C••••• F••• I• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$847M as of Jul 31, 2024		no Form D	Early deployment
B•• C••••• F••• I••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$469M as of Jul 31, 2024		no Form D	Early deployment

Team

12 current, 18 former

Partner (8)

A••• N•• A•••••• · Partner · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C••••••••• G•••••• G•••• · Partner · since Sep 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• B••••••• G•••• · Partner · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E•••••• T•••• d• J•••• S•••• · Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• P•••••• C••••••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••••• S•••• L••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• d• C••••• W••• · Partner · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• F••••••• W•••••• · Partner · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (4)

A••••• W•••••• C•••••••• · Chief Financial Officer, Ventures & C••••• · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
G•••••• F•••••• H••••••• · Chief Compliance Officer · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• P••• R••••••• · General Counsel, Ventures & C••••• · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••• K••• Z•••• · Chief Operating Officer, Ventures & C••••• · 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)

18 former (kept with end dates)

A••••• B•••• B••••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
D•••••• J•• F••••••• · Managing Director · Dec 1, 1997 to Apr 1, 2013 Inference
D••••• M••••••• P•••• · Partner · Oct 1, 1999 to Mar 30, 2018 Inference
J• B••••••• H•••••• N•• · Managing Director · Jan 1, 2006 to Jun 10, 2016 Inference
J•••••• B••••• H•••••• · Member · Jan 1, 2008 to Apr 29, 2016 Inference
J••••• B••••••••• · Partner · Oct 1, 1984 to Mar 31, 2023 Inference
M••• E••••• N••••••• · Managing Director · Jan 1, 1990 to Nov 25, 2014 Inference
M•••••• A••• K••••• · Partner · Dec 1, 1997 to Mar 31, 2022 Inference
M•••••• F••••• G••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
P••• B••••••• E••••••• · Member · Jan 1, 1991 to Dec 21, 2015 Inference
S••• M•••••• D•••••• · Partner · Jan 1, 2005 to Mar 29, 2019 Inference
S•••••• G••••• P••••••• · Partner · Sep 1, 1989 to Mar 31, 2023 Inference
S••••• W•••••• B••••• · Partner · Jan 1, 2001 to Mar 31, 2021 Inference
W•••••• E••••• P••••••••• I• · Member · Jan 1, 2002 to Apr 29, 2016 Inference
A••• K••• H•••••••• · Chief Compliance Officer · Sep 1, 2007 to Sep 17, 2015 Inference
D•••• M••• H••••••• · General Counsel · Jan 1, 2016 to Mar 31, 2023 Inference
J•• P••• C••••••• · Chief Financial Officer · Jan 1, 2006 to Mar 30, 2018 Inference
M•••••• d• C••••• W••• · Managing Director And Chief Operating Officer · Jan 1, 2005 to Sep 25, 2015 Inference

Portfolio

7 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
D••••	Minority	active	Jun 18, 2026 venture round	3 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C••••• S•••••••	Minority	active	Feb 18, 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••••••• S•••••••	Minority	active	Dec 16, 2025 venture round	9 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S•••••	Minority	active	Oct 22, 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)
A•••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
F•••••	Role unknown	active	unknown	unknown	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

Mar 31, 2026
B••• C•••••• V•••••••• L•: Private Equity Funds on Form ADV 2 (2024 extract) -> 4 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 30, 2012
B••• C•••••• V•••••••• 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

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority48 · MODERATE: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-21items: []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: 2026-09-21items: [{"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 activity70 · ELEVATED: as of: 2026-09-21items: [{"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)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 23
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

B••• C•••••• V•••••••• L• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent 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.

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