DFX Intelligence
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D• E• S••• R•••••••• I••••••••• L•••••
InfrastructureClassification probableLower middle marketSEC registered investment adviser· New York, NYd••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $972M
- PE fund assets
- $972M
- PE funds
- 12
- 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
- Sectors energy,infrastructureControl minority
- Graphs 1
- Placement agents 7
Classification
How this organization is classified, and on what basisInfrastructure · 1 in historyShowHide
- Class
- Infrastructureprobable, confidence 70%
- Basis
- R2: 6 of 11 private equity vehicles are named infrastructure
- Size band
- Lower middle marketdefined by: proxy: $0.97bn Private Equity Fund GAV on the Form ADV filed 2024-12-09
- Strategies
- INFRASTRUCTURE
Classification history (1)
- Sep 13, 2026Infrastructure (probable, 70%, cls-pe-1)R2: 6 of 11 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 15, 2021 to Dec 9, 2024
- RAUM
- $972Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $972Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $972Mevery private fund type, latest filing
- 2024 PE fund GAV
- $972Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-09, latest gav Private Equity Fund $972M, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 12
- Employees
- 111
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- energy, infrastructure
- 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
- minority
- Thesis
- ••• Locked
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
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••••• E••••• A•••••• S••••••• L••••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $126M as of Dec 9, 2024 | no Form D | Early deployment | |
| R•••••••• E••••• A••••••• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $357M as of Dec 9, 2024 | no Form D | Unknown | |
| R•••••••• E••••• H••••• I••• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $120M as of Dec 9, 2024 | no Form D | Active deployment | |
| D•••• I•• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $112M as of Dec 9, 2024 | no Form D | Unknown | |
| R•••••••• E••••• A•••••• I•• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $89.3M as of Dec 9, 2024 | no Form D | Unknown | |
| D•••• V•• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $50.8M as of Dec 9, 2024 | no Form D | Unknown | |
| R•••••••• E••••• H•••••• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $35.1M as of Dec 9, 2024 | no Form D | Unknown | |
| R•••••••• E••••• H••••• I•• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $29.7M as of Dec 9, 2024 | no Form D | Unknown | |
| D• E• S••• R•••••••• I••••••••• P•••• C•••••• L••••• ADV: Private Equity Fund | Infrastructure fund | unknown | $26.1M as of Dec 9, 2024 | no Form D | Unknown | |
| D•••• V••• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $15.9M as of Dec 9, 2024 | no Form D | Unknown | |
| D•••• I•• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.4M as of Dec 9, 2024 | no Form D | Unknown | |
| D•••• V• L••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.6M as of Dec 9, 2024 | no Form D | Unknown |
Team
12 current, 1 former
Managing partner (3)
- B•••• R•••••• M••••• · Executive Chairman · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• E••••• S••• · Sole Stockholder, Chairman, And President · since Nov 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M•••••• Z••••••••• · Chief Executive Officer · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (9)
- B•• S••••••••• · Chief Strategy Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H• M••••• · Chief Development Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• A••••• · Chief Technology Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• P•••••••• J•• · Chief Legal and Administrative Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• C••••• P••••••• J•• · Chief Compliance Officer And Chief Counsel · since Nov 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• K••••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• N•• K••••••••• · Chief Financial Officer · 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)
- S•••••• D•••• J•••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• D•••• J•••• · Chief Operating Officer · since Nov 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- C••••••••• L•• C•••••••• · Chief Operating Officer · Aug 1, 2018 to Dec 9, 2024 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
7 relationships
Placement agents (7)
- D••••••• B••• T•••• C•••••• A••••••• 3 shared · strong · last Jan 1, 2013
- D••••••• B••• S••••••••• I••• 3 shared · strong · last Jan 1, 2013
- B••••••••• F•••••••• G••••• L•••••• 2 shared · recurring · last Jan 1, 2013
- B•• C•••••• M•••••• C•••• 2 shared · recurring · last Jan 1, 2017
- B•••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2013
- W•••• C••••••• L•• 1 shared · one time · last Jan 1, 2013
- P••••••• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2015
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
19 most recent
- Sep 1, 2026••• Locked
- Aug 24, 2026••• Locked
- May 12, 2026••• Locked
- Feb 13, 2026••• Locked
- Dec 4, 2024••• Locked
- Nov 1, 2024••• Locked
- Jul 1, 2023••• Locked
- Jun 1, 2022••• Locked
- Nov 15, 2021••• Locked
- Sep 21, 2021••• Locked
- Aug 1, 2021••• Locked
- Jun 1, 2021••• Locked
- Apr 7, 2021••• Locked
- Apr 1, 2021••• Locked
- Mar 1, 2021••• Locked
- Sep 18, 2020••• Locked
- Jun 18, 2020••• Locked
- Oct 18, 2018••• Locked
- Jul 18, 2018••• Locked
Across the graphs
D• E• S••• R•••••••• I••••••••• L••••• is the same institution as 1 record in RIA and Wealth.
RIA 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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