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S••••••••

Buyout firmClassification confirmedLarge capSEC registered investment adviser· New York, NY

••• Locked

Regulatory AUM
$82B
Form ADV
PE fund assets
$49B
Form ADV
PE funds
101
Form ADV
Investments held
3 of 91
DFX transaction tape
Deals, last 12 months
2
DFX transaction tape
Funds and vehiclesTeam (273)Transactions
As of · identity and classification; each section below carries its own date

What matters now

  1. Form D
    new offering

    Filed a Form D on 1 Sep 2026, the first public sign that a vehicle is taking commitments.

    A vehicle in market is when LPs and placement agents can still get in.

    FactSEC Form DFor LPs, placement agentsFund families →
  2. 1 deal
    180 days

    1 deal since 11 Aug 2026: bought R••••••••• L•••••••• A•••• (platform, 11 Aug).

    What it is buying now is the best guide to what it will buy next.

    Factannounced deals, press releasesFor Sell-side bankers, founders, lendersAll deals →
  3. +36
    funds on Form ADV

    Private equity funds on its Form ADV went from 65 to 101 (+36).

    New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.

    FactSEC Form ADV, Schedule DFund families →
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShow
Class
Buyout firmconfirmed, confidence 85%
Basis
112 of 132 distinct vehicles are sworn Private Equity Funds; 92 reported gross assets on a filing in 2022 or later
Size band
Large capdefined by: proxy: $49.26bn Private Equity Fund GAV on the Form ADV filed 2026-04-07
Strategies
Infrastructure, private credit
Classification history (2)
  1. Sep 23, 2026
    Buyout firm (confirmed, 85%)
    112 of 132 distinct vehicles are sworn Private Equity Funds; 92 reported gross assets on a filing in 2022 or later
  2. Sep 13, 2026
    Infrastructure (probable, 70%)
    21 of 39 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)RAUM $82B · 101 PE funds · filed Apr 7, 2026Show
Adviser type
Registered investment adviser
Form ADV filings
Feb 13, 2012 to Apr 7, 2026
RAUM
$82Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
101
PE fund GAV, latest filing
$49Breported gross assets (Form ADV), not fund size
All private fund GAV
$56Bevery private fund type, latest filing
2024 PE fund GAV
$49Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
85%
Fund type mix
  • Private equity fund: 101 funds, $49B reported gross assets, 112 ever reported
  • Hedge fund: 11 funds, $3.3B reported gross assets
  • Real estate fund: 6 funds, $3.2B reported gross assets
  • Venture capital fund: 2 funds, $519M reported gross assets
  • Securitized asset fund: 1 fund, $213M reported gross assets
Form ADV filed Apr 7, 2026
Employees
246
Headquarters
New York, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 92 observed dealsShow
Stated by the firm
Sectors
Infrastructure
Geography
North America
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
••• Locked
Observed from deals on record
On record
92 companies, 91 holdings, 4 transactions
Period
2012 to 2026 (82 dated observations, 12 holdings undated)
Most deals
Energy (20 of 92, e.g. Oryx Midstream and Paradigm Energy Partners), tech enabled services (8 of 92), media telecom (3 of 92) and 5 more
Subsectors
Energy (20 of 92), data processing hosting (6 of 92), media telecom (3 of 92), automotive repair (1 of 92) and 4 more
Deal roles
2 platforms, 89 with role not stated
Control
2 control, 89 not stated
Bought from
1 corporate parent
By year
2013: 1 other deal; 2025: 1 platform; 2026: 1 platform

92 companies on the graph (4 transactions); most in energy (20); 2 platforms and 0 add-ons; observed 2012 to 2026

Funds
57 families, 141 vehicles on record

51 smaller families are in the full list of vehicles.

View all 141 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
S•••••••• A••• I••••••••• F••• I• L•
ADV: Private Equity Fund
Infrastructure fund2025
Form D first sale
$18.8M
as of Apr 7, 2026
$1.6BUnknown
S•••••••• A••• I••••••••• F••• I• •••• S•••
ADV: Private Equity Fund
Infrastructure fund2025
Form D first sale
$4.3M
as of Apr 7, 2026
$1.6BUnknown
S•••••••• C••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2025
Form D first sale
$0
as of Apr 7, 2026
$600MUnknown
S•••••••• A••• I••••••••• F••••• F••• I• L•Infrastructure fund2025
Form D first sale
unknownno reporting$1.6BFundraising
S••••••••• I••••••••• F••• L•Infrastructure fund2025
Form D first sale
unknownno reporting$819MFundraising
S•••••••• A••• I••••••••• F••••• F••• I• •••• S•••Infrastructure fund2025
Form D first sale
unknownno reporting$1.6BFundraising
S••••••••• I••••••••• F••• ••• L•Infrastructure fund2025
Form D first sale
unknownno reporting$819MFundraising
S•••••••• M•••••• O••••••••• F••••• F••• ••• L••Feeder or parallel2025
Form D first sale
unknownno reporting$25.0MFundraising
S••• P••• L•••••••• ••••••••• H••••••• L•Co-investment vehicle2025
Form D first sale
unknownno reporting$118MUnknown
S•••••••• Z••• H••••••• •••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$386M
as of Apr 7, 2026
$0Unknown
S•••••••• G••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$162M
as of Apr 7, 2026
$0Early deployment
S•••••••• K••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$120M
as of Apr 7, 2026
$0Early deployment
S•••••••• Z••• H••••••• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$99.8M
as of Apr 7, 2026
$0Early deployment
S•••••••• P•••••••• ••••••••• H••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicle2024
first reported on Form ADV
$72.4M
as of Apr 7, 2026
$0Unknown
S•••••••• O••••••••• F••• • W• •••• C••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$67.1M
as of Apr 7, 2026
$0Unknown
S•••••••• I••••••••• F••• V• • N• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2024
first reported on Form ADV
$27.6M
as of Apr 7, 2026
$0Unknown
S•••••••• C••• F••• • W• •••• C••• L•
ADV: Private Equity Fund
buyout or unlabelled2024
first reported on Form ADV
$14.6M
as of Apr 7, 2026
$0Early deployment
S•••••••• I••••••••• F••• V• • M••••• C••••••••• P••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2024
Form D first sale
$8.0M
as of Apr 7, 2026
$150MUnknown
S•• C•••••••• ••••••••• H••••••• L•
ADV: Hedge Fund
Co-investment vehicle2023
first reported on Form ADV
$1.1B
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$996M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• V• L•
ADV: Private Equity Fund
Infrastructure fund2023
Form D first sale
$889M
as of Apr 7, 2026
$7.3BUnknown
S•••••••• P••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$556M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• I• C••••••••• ••• I• C••••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$514M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• I••••••••• F••• I• ••• I• C••••••••• L•
ADV: Private Equity Fund
Infrastructure fund2023
first reported on Form ADV
$281M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• C•••••• I••••••••• P••••••• L•
ADV: Hedge Fund
buyout or unlabelled2023
first reported on Form ADV
$194M
as of Apr 7, 2026
$0Active deployment
S•••••••• T•••• B••••• I••••••••• P••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$164M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• V• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2023
Form D first sale
$155M
as of Apr 7, 2026
$7.3BUnknown
S•••••••• A••• R••••••••• F••• • N• •••• C••• L•
ADV: Private Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$27.2M
as of Apr 7, 2026
$0Unknown
S•••••••• C•••••••• ••••••••• •••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2023
first reported on Form ADV
$26.1M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• D•••••• I•••• F••• a• •••• S•••
ADV: Private Equity Fund
Infrastructure fund2023
first reported on Form ADV
$24.6M
as of Mar 29, 2024
no Form DUnknown
S•••••••• C••• F••• •••• S•••buyout or unlabelled2023
Form D first sale
unknownno reporting$4.8BFundraising
S•••••••• C•••••• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$4.6B
as of Apr 7, 2026
$0Active deployment
S•••••••• O••••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$1.7B
as of Apr 7, 2026
$3.1BActive deployment
S•••••••• P•••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$633M
as of Apr 7, 2026
$0Mature
S•••••••• A••• L•••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2022
first reported on Form ADV
$490M
as of Apr 7, 2026
$0Active deployment
S•••••••• G••••• R••• P••••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$464M
as of Apr 7, 2026
$500MActive deployment
S•••••••• O••••••••• F••• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2022
Form D first sale
$462M
as of Apr 7, 2026
$3.1BActive deployment
S•••••••• C•••••• H••••••• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$388M
as of Apr 7, 2026
$0Active deployment
S••••• N••••• I••••••••• P••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$278M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• I••••••••• F••• • W• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2022
first reported on Form ADV
$117M
as of Apr 7, 2026
$0Active deployment
S•••••••• F••• I••••••••• P••••••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$94.7M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• G••••• R••••••••• F••• • V• •••• C••• L•
ADV: Private Equity Fund
buyout or unlabelled2022
first reported on Form ADV
$13.6M
as of Apr 7, 2026
no Form DActive deployment
S•••••••• P•••••••• ••••••••• H••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2022
Form D first sale
$379,752
as of Apr 7, 2026
$10.0MUnknown
S•••••••• O••• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2022
first reported on Form ADV
$0
as of Apr 7, 2026
$0Harvest
S•••••••• C••• F••• •• L•buyout or unlabelled2022
Form D first sale
unknownno reporting$4.8BFundraising
S•••••••• C••• F••• •• L•buyout or unlabelled2022
Form D first sale
unknownno reporting$4.8BFundraising
S•••••••• C••• F••• •• L•buyout or unlabelled2022
Form D first sale
unknownno reporting$4.8BFundraising
S•••••••• R••• E••••• P••••••• L•Real estate fund2022
Form D first sale
unknownno reporting$556MUnknown
S•••••••• A••• I••••••••• F••• L•
ADV: Private Equity Fund
Infrastructure fund2021
Form D first sale
$1.8B
as of Apr 7, 2026
$3.3BActive deployment
S•••••••• T•••• ••••••••• H••••••• •••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$1.7B
as of Apr 7, 2026
$0Mature
S•••••••• I••••••••• F••• I• •••• S•••
ADV: Private Equity Fund
Infrastructure fund2021
first reported on Form ADV
$1.4B
as of Apr 7, 2026
no Form DActive deployment
S•••••••• D•••••• E••• ••••••••• H••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$641M
as of Apr 7, 2026
$0Active deployment
S•••••••• D•••••• E••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$446M
as of Apr 7, 2026
$0Active deployment
S•••••••• A••• I••••••••• F••• •••• S•••
ADV: Private Equity Fund
Infrastructure fund2021
Form D first sale
$316M
as of Apr 7, 2026
$3.3BActive deployment
S•••••••• I••••••••• F••• I• • N• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2021
first reported on Form ADV
$245M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• • R• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2021
first reported on Form ADV
$125M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• I• • M••••• C••••••••• P••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$111M
as of Apr 7, 2026
$0Active deployment
S•••••••• I••••••••• F••• I• • U• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2021
first reported on Form ADV
$87.2M
as of Apr 7, 2026
$0Mature
S•••••••• O•••••••• ••••••••• F••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$71.6M
as of Apr 7, 2026
no Form DUnknown
S•••••••• K••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$33.8M
as of Oct 29, 2024
no Form DActive deployment
S•••••••• G••••• R••••••••• F••• C•••••••• ••• L•••
ADV: Private Equity Fund
Co-investment vehicle2021
first reported on Form ADV
$27.8M
as of Apr 7, 2026
$0Unknown
S•••••••• A••• I••••••••• F••••• F••• L•Infrastructure fund2021
Form D first sale
unknownno reporting$3.3BUnknown
S•••••••• I••••••••• F••• I• L•
ADV: Private Equity Fund
Infrastructure fund2020
Form D first sale
$11B
as of Apr 7, 2026
$14BActive deployment
S•••••••• G••••• R••••••••• F••• L•
ADV: Private Equity Fund
buyout or unlabelled2020
Form D first sale
$938M
as of Apr 7, 2026
$2.8BUnknown
S•••••••• G••••• R••••••••• F••• •••• S•••
ADV: Private Equity Fund
buyout or unlabelled2020
Form D first sale
$661M
as of Apr 7, 2026
$2.8BUnknown
S•••••••• C•••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2020
first reported on Form ADV
$588M
as of Apr 7, 2026
no Form DMature
S•••••••• A•••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$248M
as of Apr 7, 2026
no Form DHarvest
S•••••••• C•••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$221M
as of Apr 7, 2026
no Form DMature
S•••••••• M•••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2020
first reported on Form ADV
$0
as of Apr 7, 2026
no Form DHarvest
S•••••••• I••••••••• F••• I•• • L• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2019
first reported on Form ADV
$411M
as of Apr 7, 2026
no Form DMature
S•••••••• I••••••••• F•••• • T• I•• L•
ADV: Private Equity Fund
Infrastructure fund2019
first reported on Form ADV
$167M
as of Apr 7, 2026
no Form DUnknown
S•••••••• I••••••••• F••• I•• • C• L•
ADV: Private Equity Fund
Infrastructure fund2019
first reported on Form ADV
$4.1M
as of Nov 21, 2019
no Form DWound down
S•••••••• S•••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2019
first reported on Form ADV
$0
as of Apr 7, 2026
no Form DHarvest
S•••••••• I••••••••• F••• I•• L•
ADV: Private Equity Fund
Infrastructure fund2018
first reported on Form ADV
$9.0B
as of Apr 7, 2026
no Form DMature
S•••••••• I••••••••• C••••• F••• I• L•
ADV: Private Equity Fund
Credit fund2018
first reported on Form ADV
$59.4M
as of Oct 29, 2024
no Form DMature
S•••••••• I••••••••• F••• I•• • S• •••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$13.8M
as of Apr 7, 2026
no Form DMature
S•••••••• C•••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$329,205
as of Jan 30, 2024
no Form DWound down
S•••••••• S••••••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2018
first reported on Form ADV
$62,874
as of Oct 29, 2024
no Form DHarvest
S•••••••• I••••••••• F••• I•••••••• C••••••••• P••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$910M
as of Apr 7, 2026
no Form DHarvest
S•••••••• I••••••••• F••• I•• W• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2017
first reported on Form ADV
$324M
as of Apr 7, 2026
no Form DMature
S•••••••• F•••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicle2017
first reported on Form ADV
$1.8M
as of Apr 7, 2026
no Form DHarvest
S•••••••• I••••••••• F••• I••• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2017
first reported on Form ADV
$529,154
as of Apr 7, 2026
no Form DHarvest
T•• P•••••••• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2016
first reported on Form ADV
$752,917
as of Oct 29, 2024
no Form DMature
S•••••••• I••••••••• F••• I••• •••• C••• L•
ADV: Private Equity Fund
Infrastructure fund2016
first reported on Form ADV
$346,429
as of Jan 30, 2024
no Form DWound down
S•••••••• I••••••••• F••• I• L•
ADV: Private Equity Fund
Infrastructure fund2016
first reported on Form ADV
$0
as of Apr 7, 2026
no Form DHarvest
S•••••••• C••••••••• H••••••• L•
ADV: Private Equity Fund
Feeder or parallel2016
first reported on Form ADV
$0
as of Apr 7, 2026
no Form DHarvest
G••••• B••••• H•••••••• L•••
ADV: Private Equity Fund
buyout or unlabelled2016
first reported on Form ADV
$0
as of Jan 30, 2024
no Form DWound down
S•••••••• E••••• I••••••••• S•••
ADV: Private Equity Fund
Infrastructure fundunknown$836M
as of Apr 7, 2026
no Form DUnknown
S•••••••• Z••• H••••••• • a• •••• S•••
ADV: Private Equity Fund
buyout or unlabelledunknown$516M
as of Apr 7, 2026
$0Unknown
S•••••••• N••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$392M
as of Apr 7, 2026
$0Unknown
S•••••••• A•• ••••••••• H••••••• •••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$353M
as of Apr 7, 2026
$0Unknown
S•••••••• A••• ••••••••• H••••••• •••• • G• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$177M
as of Apr 7, 2026
$0Unknown
S•••••••• A••• ••••••••• H••••••• •••• • a• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$177M
as of Apr 7, 2026
$0Unknown
S•••••••• M•••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$153M
as of Apr 7, 2026
$0Unknown
S•••••••• D•••••• E••• ••••••••• H••••••• I•• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$118M
as of Apr 7, 2026
$0Unknown
S•••••••• I••••• ••••••••• H••••••• I• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$116M
as of Apr 7, 2026
$0Unknown
S•••••••• G••••• R••••••••• F••• I• L•
ADV: Private Equity Fund
buyout or unlabelledunknown$98.6M
as of Apr 7, 2026
$0Unknown
S•••••••• C••••• ••••••••• H••••••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$63.5M
as of Apr 7, 2026
$0Unknown
S•••••••• C•••••• ••••••••• H••••••• •••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$59.7M
as of Apr 7, 2026
$0Unknown
S•••••••• A••• ••••••••• H••••••• •••• L•
ADV: Private Equity Fund
Co-investment vehicleunknown$58.4M
as of Apr 7, 2026
$0Unknown

Showing 100 of 141 funds on this record. Private Equity Intelligence opens the rest of this record's rows.

Team
256 current, 5 former
Full team · 256 peoplegrouped by role, with sources
Managing partner (4)
Partner (61)
Principal (42)
Vice president (18)
Operating partner (25)

Showing 150 of 256 current members on this record. Private Equity Intelligence opens the rest of this record's rows.

5 former (kept with end dates)
  • B•••• G••••• M••••••• · S••••• M••••••• D•••••••• L•••••• P•••••• O• A••••••• S•••••••• P••••••• L• · Jan 1, 2018 to Feb 18, 2022 Inference
  • M•••••• S••• A•••••• · S••••• M••••••• D•••••••• L•••••• P•••••• O• A••••••• S•••••••• P••••••• L• · Jan 1, 2020 to Feb 18, 2022 Inference
  • T•••• D••• V••••• · M•• V••••• I• T•• S••• M••••• O• S•••••••• H••••••• I• L•• W•••• I• A• L•••••• P•••••• O• T•• A••••••• S•••••••• P••••••• L• · Sep 1, 2016 to Mar 31, 2021 Inference
  • P••• A••••• M••••• · Chief Financial Officer · Dec 1, 2013 to Mar 31, 2017 Inference
  • P•••• M•••••• H••••••• · Senior Managing Director, Chief Operating Officer, Cfo, Chief Compliance Officer · Jul 1, 2011 to Jan 2, 2014 Inference
Deals
92 on record, newest first · 2 platforms · 0 add-ons
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 11, 2026R••••••••• L•••••••• A••••Platform acquisitionSponsor (confirmed)active
held 1 months
unknowns••••••••.com
Jan 1, 2026
year stated on the firm's page
A•••••Portfolio relationshipRole unknownunknown
held 9 months
unknownFact Firm website
Jan 1, 2026
year stated on the firm's page
A••• H•••••••Portfolio relationshipRole unknownunknown
held 9 months
unknownFact Firm website
Dec 23, 2025T••••••••Platform acquisitionSponsor (confirmed)active
held 9 months
unknownprovequity.com
Jan 1, 2025
year stated on the firm's page
W••••••• L•••••••• L••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
All 92 dealsnewest first
DateCompanyDealThis firm’s roleStatusPartnerSource
Aug 11, 2026R••••••••• L•••••••• A••••Platform acquisitionSponsor (confirmed)active
held 1 months
unknowns••••••••.com
Jan 1, 2026
year stated on the firm's page
A•••••Portfolio relationshipRole unknownunknown
held 9 months
unknownFact Firm website
Jan 1, 2026
year stated on the firm's page
A••• H•••••••Portfolio relationshipRole unknownunknown
held 9 months
unknownFact Firm website
Dec 23, 2025T••••••••Platform acquisitionSponsor (confirmed)active
held 9 months
unknownprovequity.com
Jan 1, 2025
year stated on the firm's page
W••••••• L•••••••• L••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
M•••••• I•••••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
P•••••••• C••• L••••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
J•••••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
I•••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
J••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
W••••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
I••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
L•••••• C•••••• E•••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
R•••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
L••••••• I•••••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
A•••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2025
year stated on the firm's page
F•••••••Portfolio relationshipRole unknownunknown
held 1.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
G••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
K•••••• E••••• S•••••• P•••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
C••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
T••••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
••••• U••• O•••••• W••• P•••••••• P•••••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
A•• S••••••••• R••• A•••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
T•• A•Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
L•••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
A•••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
P•••••• P•••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2024
year stated on the firm's page
T•••••••• R•••••••••Portfolio relationshipRole unknownunknown
held 2.7 years
unknownFact Firm website
Jan 1, 2023
year stated on the firm's page
K•••Portfolio relationshipRole unknownunknown
held 3.7 years
unknownFact Firm website
Jan 1, 2023
year stated on the firm's page
C•••• E••••• F••••Portfolio relationshipRole unknownunknown
held 3.7 years
unknownFact Firm website
Jan 1, 2023
year stated on the firm's page
I••••••Portfolio relationshipRole unknownunknown
held 3.7 years
unknownFact Firm website
Jan 1, 2023
year stated on the firm's page
C•••••• N••••••Portfolio relationshipRole unknownunknown
held 3.7 years
unknownFact Firm website
Jan 1, 2023
year stated on the firm's page
G•••••••••Portfolio relationshipRole unknownunknown
held 3.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
E••••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
C•••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
S•••••••• I••••• T•••••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
D•••• F••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
S••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
P••••••••• T•••• J•••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
C•••••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
R••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
M••• E••••• W••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
C••••• T•••••••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2022
year stated on the firm's page
I••••••• E•••••••• G••••Portfolio relationshipRole unknownunknown
held 4.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
A•••••• B••••••••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
W••• T•••• G••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
S•••••••• A••••••• P•••••••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
E••••••• C••• L••••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
S•••••••• I••••••••• L•••••••• P•••••••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2021
year stated on the firm's page
A•••••Portfolio relationshipRole unknownunknown
held 5.7 years
unknownFact Firm website
Jan 1, 2020
year stated on the firm's page
P••• E•••••Portfolio relationshipRole unknownunknown
held 6.7 years
unknownFact Firm website
Jan 1, 2020
year stated on the firm's page
T••• I•••••••••Portfolio relationshipRole unknownunknown
held 6.7 years
unknownFact Firm website
Jan 1, 2020
year stated on the firm's page
D•••••• E•••Portfolio relationshipRole unknownunknown
held 6.7 years
unknownFact Firm website
Jan 1, 2020
year stated on the firm's page
X••••• I•••Portfolio relationshipRole unknownunknown
held 6.7 years
unknownFact Firm website
Jan 1, 2019
year stated on the firm's page
M•••••• E••••• I•••••••••Portfolio relationshipRole unknownunknown
held 7.7 years
unknownFact Firm website
Jan 1, 2019
year stated on the firm's page
S••••• R•••••••• E••••• C••• L•••Portfolio relationshipRole unknownunknown
held 7.7 years
unknownFact Firm website
Jan 1, 2019
year stated on the firm's page
W••••••• P•••••••Portfolio relationshipRole unknownunknown
held 7.7 years
unknownFact Firm website
Jan 1, 2019
year stated on the firm's page
O••• M••••••••Portfolio relationshipRole unknownunknown
held 7.7 years
unknownFact Firm website
Jan 1, 2019
year stated on the firm's page
V•••••• G•••••Portfolio relationshipRole unknownunknown
held 7.7 years
unknownFact Firm website
Jan 1, 2018
year stated on the firm's page
L••••••Portfolio relationshipRole unknownunknown
held 8.7 years
unknownFact Firm website
Jan 1, 2018
year stated on the firm's page
S•••••••• N•• E•••••• P••••Portfolio relationshipRole unknownunknown
held 8.7 years
unknownFact Firm website
Jan 1, 2018
year stated on the firm's page
e•••••••••Portfolio relationshipRole unknownunknown
held 8.7 years
unknownFact Firm website
Jan 1, 2017
year stated on the firm's page
C••••••Portfolio relationshipRole unknownunknown
held 9.7 years
unknownFact Firm website
Jan 1, 2017
year stated on the firm's page
P••••••• 6• P••••••• L•Portfolio relationshipRole unknownunknown
held 9.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
D••••••• M•••••••• P••••••• L•Portfolio relationshipRole unknownunknown
held 10.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
T•••• R•••••••• C••••Portfolio relationshipRole unknownunknown
held 10.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
M••• L•Portfolio relationshipRole unknownexited
held 10.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
P••••• A•• A•••••••Portfolio relationshipRole unknownunknown
held 10.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
I••••••• E•••••Portfolio relationshipRole unknownunknown
held 10.7 years
unknownFact Firm website
Jan 1, 2016
year stated on the firm's page
H••• E••••• T•••••••••Portfolio relationshipRole unknownunknown
held 10.7 years
unknownFact Firm website
Jan 1, 2015
year stated on the firm's page
E••••• T•••••••••Portfolio relationshipRole unknownunknown
held 11.7 years
unknownFact Firm website
Jan 1, 2015
year stated on the firm's page
E••••••Portfolio relationshipRole unknownunknown
held 11.7 years
unknownFact Firm website
Jan 1, 2014
year stated on the firm's page
P••••••• E••••• P•••••••Portfolio relationshipRole unknownunknown
held 12.7 years
unknownFact Firm website
Jan 1, 2014
year stated on the firm's page
V••••••• B•••••Portfolio relationshipRole unknownunknown
held 12.7 years
unknownFact Firm website
Mar 15, 2013Z••••••• I•••Take-privateSponsor (derived)not in the portfolio readunknownsec.gov
Jan 1, 2013
year stated on the firm's page
C••••• C•••• t• R•••Portfolio relationshipRole unknownunknown
held 13.7 years
unknownFact Firm website
Jan 1, 2012
year stated on the firm's page
T•••••••• H•••••••Portfolio relationshipRole unknownunknown
held 14.7 years
unknownFact Firm website
Jan 1, 2012
year stated on the firm's page
C•••••••Portfolio relationshipRole unknownunknown
held 14.7 years
unknownFact Firm website
Jan 1, 2012
year stated on the firm's page
N•••••••• R•••••••• P•••• C•••••••••Portfolio relationshipRole unknownunknown
held 14.7 years
unknownFact Firm website
date unknownI••••••••• O•••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownE••••• • e••••• t•••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownD••••••••• A••• P••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownT•• b••••••• o• t•• g••••• s••••• c••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownP••••••• t•• t••••••••• t• s•••• e••••• i•••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownG••••• C•••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownC•••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownT•••••••• • l••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownD••••••••• N•••• A•••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownG••••• R•••••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownC•••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownD•••••• c••••••••• a••••• N•••• A••••••Portfolio relationshipRole unknownunknownunknownFact Firm website
date unknownP•••••••• D•••••• G••••Growth investmentSponsor (confirmed)active
held 1.7 years
unknownprincetondg.com
Placement agents, lenders, advisers and co-investors
34 relationships
Placement agents (30)
  • C••••••• L•••••• • C•• I••• 9 shared · very strong · last Jul 24, 2024
  • T••••••••• C••••••••• P•• L••• 8 shared · very strong · last Dec 10, 2025
  • A•••• F•••••••• S••••••• I••• 7 shared · very strong · last Sep 1, 2026
  • X• C•••••• P•••••••• L•• 7 shared · very strong · last Dec 10, 2025
  • J••• M••••• S••••••••• L•• 5 shared · very strong · last Sep 1, 2026
  • C••• C•••••• L•• 5 shared · very strong · last Dec 21, 2023
  • F••• P•••••••• I••••• L••• 5 shared · very strong · last Dec 10, 2025
  • M•• A•••••••• E•• 4 shared · strong · last Jan 1, 2024
  • S•••••• N••••••• • C••••••• I••••••••• 4 shared · strong · last Sep 1, 2026
  • P•• P••••••• L• 4 shared · strong · last Jul 28, 2023
  • i••••• P••••••• 4 shared · strong · last Mar 31, 2026
  • D•••••• S••••••••• C••• L••• 3 shared · strong · last Jan 1, 2021
  • C••••••• L•••••• • C•• L•• 3 shared · strong · last Oct 7, 2022
  • G•••••• S•••• • C•• L•• 2 shared · recurring · last Jan 12, 2022
  • T••••• P••••••• 2 shared · recurring · last Jan 1, 2021
  • C••••••• L•••••• • C•• L•• ••• 2 shared · recurring · last Jan 1, 2024
  • C••••••• L•••••• • C•• A••• P•••••• L••• 2 shared · recurring · last Jan 1, 2020
  • N•••••• I••••••••• L•• 2 shared · recurring · last Jan 1, 2024
  • C••••••• L•••••• ••••••••• P•• 2 shared · recurring · last Jan 1, 2020
  • T••••••••• C••••••••• P•• L•• A•• 6•• 4•• 2•• 2 shared · recurring
  • M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 2 shared · recurring · last Jan 1, 2022
  • M••••• S•••••• 2 shared · recurring · last Sep 1, 2026
  • C•••••• L•••••• • C•• A••• P•••••• L••• ••• 2 shared · recurring · last Jan 1, 2024
  • A•••• S••• A••••••••• G•••••• d• F••••• 1 shared · one time · last Jul 28, 2023
  • P•••••• C•••••• M••••••• L•• 1 shared · one time · last Jan 1, 2014
  • B••••••• 1 shared · one time · last Jan 1, 2018
  • T••••••••• C••••••••• 1 shared · one time · last Jan 1, 2018
  • A•••• 1 shared · one time · last Jan 1, 2018
  • C••••••• L•••••• A••• P•••••• L•• 1 shared · one time · last Jan 1, 2018
  • F•••• A••••• 1 shared · one time · last Jan 1, 2012
Financial advisers (2)
  • B••••••• 1 shared · one time · last Dec 23, 2025
  • L••••• 1 shared · one time · last Dec 23, 2025
Legal advisers (2)
  • S••••••• 1 shared · one time · last Dec 23, 2025
  • S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Dec 23, 2025
LP commitments
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
5 not already shown above, of 7 most recent
  1. Aug 28, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Aug 11, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Aug 3, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Apr 7, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  5. Feb 13, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Full timeline · 7 eventsnewest first, including the LP commitments and deals above
  1. Aug 28, 2026
    ••• Locked
    Firm newsFactFirm website
  2. Aug 11, 2026
  3. Aug 11, 2026
    ••• Locked
    Firm newsFactFirm website
  4. Aug 3, 2026
    ••• Locked
    Firm newsFactFirm website
  5. Apr 7, 2026
    ••• Locked
    PE fund count changedFactForm ADV
  6. Dec 23, 2025
    ••• Locked
    Platform investmentFactT••••••••Press release
  7. Feb 13, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

S•••••••• is the same institution as 6 records in Venture Capital, Independent Sponsors, RIA and Wealth, Private Credit, Real Estate Funds and Allocators.

Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1Allocators1

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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