DFX Intelligence
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P•••••• A••••• C•••••• P••••••• M••••••••• C•••••• L••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Manhattan Beach, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.0B
- PE fund assets
- $3.0B
- PE funds
- 15
- Investments held
- 20 of 27
- Deals, last 12 months
- 3
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 2 deals180 days
2 deals since 30 Apr 2026: bought E•• W•••• (platform, 4 May) and O•••••••• L••• • G•••••• I••• (platform, 30 Apr).
What it is buying now is the best guide to what it will buy next.
- +10funds on Form ADV
Private equity funds on its Form ADV went from 5 to 15 (+10).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Middle marketdefined by: proxy: $1.02bn Private Equity Fund GAV on the Form ADV filed 2024-04-05
- Strategies
- Secondaries
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%)5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $3.0B · 15 PE funds · filed May 4, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 20, 2020 to May 4, 2026
- RAUM
- $3.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $3.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 15 funds, $3.0B reported gross assets
- Employees
- 22
- Headquarters
- Manhattan Beach, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 25 observed dealsShowHide
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
- Control
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 25 companies, 27 holdings, 5 transactions
- Period
- 2025 to 2026 (12 dated observations, 20 holdings undated)
- Deal roles
- 7 platforms, 20 with role not stated
- Add-ons per platform
- 0 add-ons per platform
- Control
- 7 control, 20 not stated
- Bought from
- 3 corporate parent, 1 unknown
- By year
- 2025: 2 platforms; 2026: 3 platforms
- Repeat counterparties
- G•••••• • M••••• L•• (legal adviser) on 2 deals
25 companies on the graph (5 transactions); 7 platforms and 0 add-ons; observed 2025 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
5 families, 15 vehicles on record
P•••••• A••••• F••• I•• L••• · 2 vehicles · vintage 2025$1.5B
- P•••••• A••••• F••• I•• L••• buyout or unlabelled$902M
- P•••••• A••••• F••• I• ••• L••• buyout or unlabelled$635M
P•••••• A••••• F••• I• L••• · 2 vehicles · vintage 2023$719M
- P•••••• A••••• F••• I• L••• buyout or unlabelled · 2023$571M
- P•••••• A••••• F••• I• ••• L••• buyout or unlabelled · 2023$148M
P•••••• A••••• E•••••• C••••••••• H•••••••• L•• · 1 vehicle · vintage 2021$267M
- P•••••• A••••• E•••••• C••••••••• H•••••••• L•• Continuation vehicle · 2021$267M
P•••••• A••••• A••••• L••• · 1 vehicle · vintage 2021$85.7M
- P•••••• A••••• A••••• L••• buyout or unlabelled · 2021$85.7M
Co-investment vehicles · 9 vehicles · vintage 2025$370M
- P•••••• A••••• F••• I• •• S•••••••• L••• Co-investment vehicle$121M
- P••• C•••• C••••••••• L••• Co-investment vehicle · 2024$113M
- P••• H••••• C••••••••• L••• Co-investment vehicle$90.6M
- P••• K•• C••••••••• L••• Co-investment vehicle$46.3M
- P••• H••••••• C••••••••• L••• Co-investment vehicle · 2026$0
- P••• R•••• C••••••••• L••• Co-investment vehicle$0
- P••• R•••• C•••••••• ••• L••• Co-investment vehicle$0
- P••• C•••• C••••••••• L••• Co-investment vehicle$0
- P••• C•••• C•••••••• ••• L••• Co-investment vehicle$0
View all 15 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••• H••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2026 Form D first sale | $0 as of May 4, 2026 | $17.0M | Unknown | |
| P••• C•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $113M as of May 4, 2026 | $0 | Early deployment | |
| P•••••• A••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $571M as of May 4, 2026 | $0 | Active deployment | |
| P•••••• A••••• F••• I• ••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $148M as of May 4, 2026 | no Form D | Active deployment | |
| P•••••• A••••• E•••••• C••••••••• H•••••••• L•• ADV: Private Equity Fund | Continuation vehicle | 2021 Form D first sale | $267M as of May 4, 2026 | $170M | Mature | |
| P•••••• A••••• A••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $85.7M as of May 4, 2026 | $12.0M | Mature | |
| P•••••• A••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $902M as of May 4, 2026 | $0 | Unknown | |
| P•••••• A••••• F••• I• ••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $635M as of May 4, 2026 | no Form D | Unknown | |
| P•••••• A••••• F••• I• •• S•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $121M as of May 4, 2026 | $0 | Unknown | |
| P••• H••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $90.6M as of May 4, 2026 | $0 | Unknown | |
| P••• K•• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $46.3M as of May 4, 2026 | $0 | Unknown | |
| P••• R•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of May 4, 2026 | no Form D | Unknown | |
| P••• R•••• C•••••••• ••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of May 4, 2026 | $0 | Unknown | |
| P••• C•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of May 4, 2026 | $0 | Unknown | |
| P••• C•••• C•••••••• ••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of May 4, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
54 current, 1 former
- Managing P•••ner and Founder
- P•••ner · since May 1, 2019
- P•••ner · since Jul 1, 2023
- Managing Director
- Head of Europe, Managing Director
Full team · 54 peoplegrouped by role, with sources
Managing partner (1)
- C•••• S••••••• · Managing P•••ner and Founder · start date unknown Firm website
Partner (5)
- J•••• A•••• L•••• · P•••ner · since May 1, 2019 Form ADV Firm website
- J•••• S•• O• · P•••ner · since Jul 1, 2023 Form ADV Firm website
- J••••••• S•••••• · Managing Director · start date unknown Firm website
- X••••• L•••••• · Head of Europe, Managing Director · start date unknown Firm website
- C••••••••• R••••• S••••••• · Member · since May 1, 2019 Form ADV
Principal (5)
- A• R•••••• · Head of Artificial Intelligence, Principal · start date unknown Firm website
- A••• R•••••• · Principal · start date unknown Firm website
- J••• M•••• · Principal · start date unknown Firm website
- J•••• S••••••• · Principal · start date unknown Firm website
- T•••• W•••••••• · Principal · start date unknown Firm website
Vice president (10)
- A••••• G••••• · Vice President · start date unknown Firm website
- C• F••••••• · Vice President · start date unknown Firm website
- D••• G••••• · Senior Associate · start date unknown Firm website
- D•••• K••• · Vice President · start date unknown Firm website
- D••••• F•••••• · Vice President · start date unknown Firm website
- D••••• L••••••• · Vice President · start date unknown Firm website
- L•• B•••••••• · Senior Associate · start date unknown Firm website
- P••••• C•••••• · Vice President · start date unknown Firm website
- R•••• T••••• · Vice President · start date unknown Firm website
- S••••• M•••••• · Vice President · start date unknown Firm website
Associate (10)
- B•••••• K••• · Associate · start date unknown Firm website
- G•••••••• R••• · Associate · start date unknown Firm website
- H••••• B••• · Associate · start date unknown Firm website
- J•••• K•••••••• · Associate · start date unknown Firm website
- J••••• E•••••• · Associate · start date unknown Firm website
- J••••• H•••••• · Associate · start date unknown Firm website
- M•••••• B•••••••• · Associate · start date unknown Firm website
- N••••• d•• D•• · Associate · start date unknown Firm website
- P•••••• C•••• · Associate · start date unknown Firm website
- S•••••• S••••• · Associate · start date unknown Firm website
Business development (2)
- C•••• B••••• · Head of Business Development, Managing Director · start date unknown Firm website
- D••• N•••••••• · Business Development, Senior Vice President · start date unknown Firm website
Capital markets (1)
- M••• S•••••• · Managing Director, Capital Markets · start date unknown Firm website
Investor relations (1)
- C•••••• C••••••• · Investor Relations, Vice President · start date unknown Firm website
Platform (18)
- A•• R••• · Chief Operating Officer · start date unknown Firm website
- A••• C••••••••• · Controller, Vice President · start date unknown Firm website
- A•••• H••••• · Associate, Software Engineer · start date unknown Firm website
- A•••• S••••• · Managing Director, Operations · start date unknown Firm website
- A•••••••• U•••• · Associate, Software Engineer · start date unknown Firm website
- B•••••• H••• · Managing Director, Operations · start date unknown Firm website
- C••• S••••••• · Associate, Software Engineer · start date unknown Firm website
- F•••••••• L••• · Compliance Manager · start date unknown Firm website
- I••• A•••••• · Operations, Principal · start date unknown Firm website
- I•••• M•••• · Executive Assistant · start date unknown Firm website
- J••• M•••••••• · Director of Tax · start date unknown Firm website
- J••••• M•••••• C••••• V••••••••• · Chief Financial Officer And Chief Compliance Officer · since Nov 1, 2020 Form ADV Firm website
- J••••• V•••• · Accounting Analyst · start date unknown Firm website
- N••• A•••••• · Accounting Manager · start date unknown Firm website
- S•••••••• C•••• · Executive Assistant, Office Manager · start date unknown Firm website
- S•••••••• R••••••• · Operations, Vice President · start date unknown Firm website
- T••••• D•••••• · Managing Director, Operations · start date unknown Firm website
- Z•••••• K••••• · Operations, Vice President · start date unknown Firm website
Other (1)
- P••••• R•••••• · Administrative Office Coordinator · start date unknown Firm website
1 former (kept with end dates)
- J•••• B•••••• L•••• · P•••ner · Oct 1, 2020 to Feb 15, 2023 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 27 portfolio relationships and 5 transactions are on this record.
27 on record, newest first · 7 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 4, 2026 | E•• W•••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | p•••••••••.com |
| Apr 30, 2026 transaction announcement | O•••••••• L••• • G•••••• I••• | Portfolio relationship | Platform | active held 5 months | unknown | Fact Press release |
| Apr 30, 2026 | O•••••••• L••• • G•••••• I••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | p•••••••••.com |
| Mar 2, 2026 | C••••••• | Platform acquisition | Sponsor (confirmed) | active held 7 months | unknown | p•••••••••.com |
| Aug 26, 2025 | P••• Y••• P••• | Platform acquisition | Sponsor (confirmed) | active held 1.1 years | unknown | p•••••••••.com |
All 27 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 4, 2026 | E•• W•••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | p•••••••••.com |
| Apr 30, 2026 transaction announcement | O•••••••• L••• • G•••••• I••• | Portfolio relationship | Platform | active held 5 months | unknown | Fact Press release |
| Apr 30, 2026 | O•••••••• L••• • G•••••• I••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | unknown | p•••••••••.com |
| Mar 2, 2026 | C••••••• | Platform acquisition | Sponsor (confirmed) | active held 7 months | unknown | p•••••••••.com |
| Aug 26, 2025 | P••• Y••• P••• | Platform acquisition | Sponsor (confirmed) | active held 1.1 years | unknown | p•••••••••.com |
| Jun 24, 2025 transaction announcement | F••••••• C••••• | Portfolio relationship | Platform | active held 1.3 years | unknown | Fact Press release |
| Jun 24, 2025 | F••••••• C••••• | Platform acquisition | Sponsor (confirmed) | active held 1.3 years | unknown | p•••••••••.com |
| date unknown | A•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | r• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | G•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | K••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••• C••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | T•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | F••••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | c••••• • | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | m•••••••• • | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S••••• R••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E•• c•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | l••• • | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
19 relationships
Placement agents (2)
- L••••• F••••• • C•• L•• 4 shared · strong · last Jul 22, 2025
- U•• S••••••••• L•• 2 shared · recurring · last Aug 11, 2021
Financial advisers (14)
- N•••••• P••••••• 1 shared · one time · last May 4, 2026
- J••• M••••• S••••••••• L•• 1 shared · one time · last Mar 2, 2026
- J•••••••• G••••• I••• 1 shared · one time · last Apr 30, 2026
- L••••• • W•••••• L•• 1 shared · one time · last May 4, 2026
- P•• 1 shared · one time · last May 4, 2026
- M•••••••• W••• • E•••• L•• 1 shared · one time · last May 4, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last May 4, 2026
- A••••••• 1 shared · one time · last May 4, 2026
- G•••••••• 1 shared · one time · last May 4, 2026
- H• 1 shared · one time · last May 4, 2026
- H• 1 shared · one time · last May 4, 2026
- J• P• M••••• 1 shared · one time · last Jun 24, 2025
- B••• S••••••••• I••• 1 shared · one time · last Apr 30, 2026
- M••••• • C•••••• L•• 1 shared · one time · last Mar 2, 2026
Legal advisers (3)
- G•••••• • M••••• L•• 2 shared · recurring · last Apr 30, 2026
- M•••••••• W••• • E•••• L•• 1 shared · one time · last Jun 24, 2025
- K••••••• • E•••• L•• 1 shared · one time · last Aug 26, 2025
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
14 not already shown above, of 21 most recent
- Sep 22, 2026••• Locked
- Jun 30, 2026••• Locked
- Jun 25, 2026••• Locked
- May 4, 2026••• Locked
- May 4, 2026••• Locked
Full timeline · 21 eventsnewest first, including the LP commitments and deals above
- Sep 22, 2026••• Locked
- Jun 30, 2026••• Locked
- Jun 25, 2026••• Locked
- May 4, 2026••• Locked
- May 4, 2026••• Locked
- May 4, 2026••• Locked
- Apr 30, 2026••• Locked
- Apr 30, 2026••• Locked
- Apr 30, 2026••• Locked
- Mar 18, 2026••• Locked
- Mar 4, 2026••• Locked
- Mar 2, 2026••• Locked
- Mar 2, 2026••• Locked
- Jan 7, 2026••• Locked
- Aug 26, 2025••• Locked
- Aug 26, 2025••• Locked
- Jun 24, 2025••• Locked
- Jun 24, 2025••• Locked
- Jun 24, 2025••• Locked
- Jul 2, 2024••• Locked
- Oct 20, 2020••• Locked
Across the graphs
P•••••• A••••• C•••••• P••••••• M••••••••• C•••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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