DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / M•• I••••••••• M••••••••• C••••
M•• I••••••••• M••••••••• C••••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 13, 2012 to May 30, 2012
- RAUM
- $22Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $17.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.8Bevery 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
- 29%
- Fund type mix
- filed 2012-05-30, latest gav Hedge Fund $33.0M, Liquidity Fund $3.8B, Real Estate Fund 0, Other Private Fund $27.1M, Private Equity Fund $17.5M, latest counts Hedge Fund 2, Liquidity Fund 1, Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 2, lifetime distinct Hedge Fund 2, Liquidity Fund 1, Real Estate Fund 1, Other Private Fund 1, Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Milwaukee, WI
- Office address
- 111 EAST KILBOURN AVENUE, Milwaukee, WI, 53202
- Business phone
- 414-287-7300
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M•• I••••••••• P••••••• I• L•••••• P••••••••• ADV: Private Equity Fund | Fund of funds | unknown | $9.3M as of May 30, 2012 | no Form D | Harvest | |
| M•• I••••••••• P••••••• I•• L•••••• P••••••••• ADV: Private Equity Fund | Fund of funds | unknown | $8.3M as of May 30, 2012 | no Form D | Harvest |
Team
8 current, 1 former
Managing partner (2)
- B•••• S••• M•••••••• · Chief Executive Officer And Director · since Jul 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• o• H••• · President, Chief Investment Officer And Director (01/2005) · since Oct 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- C•••• A•• N••• · Director · since Jul 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• M•••• C••••••• · Director · since Jul 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- J•••• A••• D••••••• · Secretary And Vice President · since Apr 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- A•••• R••••• H••••• · Senior Vice President And Chief Financial Officer · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• M•••• P••••• · Chief Compliance Officer & Vice President (01/2007) & Assistant Secretary (2010) · since Jun 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• G•••• R••••••• · Senior Vice President And General Counsel · since Jan 1, 2009 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)
- K•••••• C•••••• K••• · Director · Jul 1, 2003 to May 30, 2012 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, 2026Adviser CRD 109802 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 13, 2012M•• I••••••••• M••••••••• C•••• first filed Form ADV in the extract (IA)
Across the graphs
M•• I••••••••• M••••••••• C•••• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA and Wealth1Real Estate Funds1
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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