DFX Intelligence
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B••••• C•••••• M••••••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· New York, NYb•••••••••.com
Hybrid manager, based in New York, NY.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $485M
- PE fund assets
- $36.4M
- PE funds
- 1
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- RAUM $485M
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 13
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 13
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 22, 2012 to Mar 29, 2018
- RAUM
- $485Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $36.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $485Mevery 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
- 7%
- Fund type mix
- filed 2018-03-29, latest gav Hedge Fund $449M, Private Equity Fund $36.4M, latest counts Hedge Fund 5, Private Equity Fund 1, lifetime distinct Hedge Fund 13, Private Equity Fund 1
- Employees
- 8
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••• A•••••• D••••••••• P••••••• I• A••••• F•••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $36.4M as of Mar 29, 2018 | no Form D | Harvest |
Team
5 current, 4 former
Managing partner (4)
- K••••••• K••••• P••••••• · Managing Member/President/Chief Operating Officer · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• M••••• F•••••• · Managing Member/Chief Financial Officer · since May 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• T•••••• S••••• · Managing Member · since Apr 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• B•••••• B••••• · Managing Member · since Jul 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- I••••••• A•••••••• F••••••• · Chief Compliance Officer · since Feb 1, 2017 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)
- F•••• B•••••• · Managing Member/Chief Investment Officer · Jan 1, 2016 to Mar 29, 2018 Inference
- M•••••• C••• R••• · Managing Member · Jan 1, 2006 to Mar 17, 2016 Inference
- P••••• J••••• A••••• · Managing Member/Director Of Research · Jan 1, 2011 to Mar 27, 2017 Inference
- B•••• M••••••• B••••• · Chief Compliance Officer · Jan 1, 2011 to Feb 22, 2017 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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••• Locked
- Mar 22, 2012••• Locked
Across the graphs
B••••• C•••••• M••••••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA and Wealth1Private Credit1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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