DFX Intelligence
Private Equity Intelligence
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Firms / M••••• A•••• M••••••••• L•
M••••• A•••• M••••••••• L•
Principles for Responsible Investing
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 29, 2016 to Mar 29, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 12
- Headquarters
- New York, NY
- Office address
- 330 MADISON AVENUE, 33RD FLOOR, New York, NY, 10017
- Business phone
- (646) 560-5490
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- healthcare, technology
- 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
- M••••• Asset Management is a leading alternative asset management firm that invests in innovative healthcare companies specializing in unique and transformative products, technologies, and services.
Observed from deals on record
- roles
- add on 2, unknown 18, platform 1
- period
- to 2018-02-02, from 2018-02-02, undated holdings 19, dated observations 4
- window
- last 2018-02-02, first 2018-02-02
- control
- control 2, unknown 19
- companies
- 19
- geography
- investments
- 21
- seller kinds
- transactions
- 2
- cadence by year
- 2018 add ons 2
- platform add on
- add ons 2, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.053, value healthcare services, examples Leiters
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.053, value outpatient specialty clinics, examples Leiters
19 companies on the graph (2 transactions); most in healthcare services (1); 1 platforms and 2 add-ons; observed 2018 to 2018
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• H••••• P••••••• I• O••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• H••••• P••••••• I• •••••• M••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $595M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• S••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $109M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• H••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $39.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• H••••• P••••••• •••••• M•••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $252M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• H••••• P•••••••• L• ADV: Private Equity Fund | SPV | unknown | $153M as of Mar 29, 2024 | no Form D | Harvest |
Team
15 current, 1 former
Partner (7)
- A•••••• W••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• M••••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• N•••• A••• · Manager · 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)
- J••• L•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••• R•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••• R•••••••• · Manager · 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)
- P••••• N•• S••••• · Majority Owner · since Feb 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- A••••• F•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• S• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- M•••••• R•••••• G•••••••• · G•••••• Counsel and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• R•••••• G•••••••• · Chief Compliance Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• C•••• · Principal, D•••••or of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••• · Senior Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- A•••••• N•••• A••• · MD · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••••• W••••••• · MD · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- P•••• J•••• F••••• · Partner · Nov 1, 2016 to Feb 11, 2021 Inference
Portfolio
21 relationships, 1 platforms, 2 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 2, 2018 | Add-on acquisition | N••••••• S•••••••• | Sponsor (derived) | prnewswire.com |
| Feb 2, 2018 | Add-on acquisition | N••••••• S•••••••• | Sponsor (derived) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- L••••• F••••• • C•• L•• 3 shared · strong · last Jan 1, 2022
- F••••••• G••••• I••• 2 shared · recurring · last Jan 1, 2016
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
17 most recent
- Sep 16, 2026Reimbursement status can make or break a healthcare investment
- Sep 16, 2026JUN '26 Reimbursement status can make or break a healthcare investment
- Sep 16, 2026SEPT '24 M••••• Asset Management Appoints Dr. R••••••• W••••••• as a Senior Advisor
- Sep 16, 2026JAN '24 W••••• Global Asset Management partners with M••••• Asset Management and expands its presence in the United States
- Sep 16, 2026SEPT '23 Abbott to Acquire B•••••• B•••••••••, Furthering Efforts to Develop Personalized, Connected S•••••••• for People with Diabetes
- Sep 16, 2026JUL '22 Greenbrook TMS Announces Closing of Success TMS Acquisition and US$75 Million Credit Facility With M••••• Asset Management
- Sep 16, 2026NOV '21 Welsh, Carson, Anderson & Stowe Acquires Majority Stake in L••••••, A 503B Outsourced P•••••ceutical Compounding Industry Leader, in P••••••••• with Leading H••••• Systems
- Sep 16, 2026DEC '20 Olympus Grows Respiratory Portfolio with Acquisition of V•••• M•••••• Technologies Inc.
- Sep 16, 2026NOV '20 S•••••••• Closes $121M Series A Financing Led by Casdin Capital
- Sep 16, 2026JUL '19 A•••••••• Therapeutics Completes $70 Million Debt Refinancing
- Sep 16, 2026DEC '18 V•••• M•••••• Closes $35 Million Credit Facility with M•••••
- Sep 16, 2026FEB '18 V•••• C•••••• Announces the Acquisition of N•••••••
- Sep 16, 2026JAN '18 S•••••••• Closes $200M Financing Round
- Sep 16, 2026JUL '17 V•••• C•••••• Closes $38 Million Equity Financing to Support Continued Growth O•••••••••
- Feb 23, 2022FEB '22 O•••• H••••• Closes $192 Million Series E Financing to Bring Virtual-First Care to Millions
- Nov 7, 2019NOV '19 V•••• C•••••• Completes Merger with Restoration Robotics and Combined Company Raises $28m in Private Placement
- Nov 29, 2016M••••• A•••• M••••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
M••••• A•••• M••••••••• 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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