DFX Intelligence
Private Equity Intelligence
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Firms / B••• C•••••• C•••••• L•
B••• C•••••• C•••••• L•
Private credit manager · probableLower middle marketBoston, MAb•••••••••.comSEC registered investment adviser
••• Locked
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Size band
- Lower middle marketdefined by: proxy: $0.65bn Private Equity Fund GAV on the Form ADV filed 2024-11-22
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-2)R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 195 distinct vehicles; hedge, securitized or liquidity vehicles 194
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Nov 22, 2024
- RAUM
- $63Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $652Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $58Bevery private fund type, latest filing
- 2024 PE fund GAV
- $652Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 1%
- Fund type mix
- filed 2024-11-22, latest gav Hedge Fund $33B, Private Equity Fund $652M, Securitized Asset Fund $24B, latest counts Hedge Fund 86, Private Equity Fund 1, Securitized Asset Fund 56, lifetime distinct Hedge Fund 112, Private Equity Fund 1, Securitized Asset Fund 82
- Employees
- 558
- Headquarters
- Boston, MA
- 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••• C•••••• C••••• C•• M••••••••• I• L•• ADV: Private Equity Fund | Credit fund | 2022 first reported on Form ADV | $652M as of Nov 22, 2024 | no Form D | Unknown |
Team
18 current, 23 former
Partner (13)
- C•••••• C•••• H••••••• · Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• G•••••• G•••• · Partner · 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)
- D•••• B••••••• G•••• · Partner · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• J••• W••• · Partner · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• B••••• H•••••• · Partner · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• M• R••••••• · Partner · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• J•• W••••• I•• · Partner · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• P•••••• C••••••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• S•••• L••••• · Partner · since Dec 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• A•••••••• E•••• · Partner · 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)
- M•••••• d• C••••• W••• · Partner · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• F••••••• W•••••• · Partner · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V••• A•• H•••• · Partner · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- R•••• K••••• · Head Of Operations And Data Management, Capital M•••ets · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Capital markets (3)
- A••••• S•••• V•••• · Partner & Head Of Risk And Process Management, Capital M•••ets · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B•••••• T••••••• · Partner & General Counsel, Capital M•••ets · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• D•• F•••••• · Partner & Group Chief Financial Officer, Capital M•••ets · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•••• G•••••• · Chief Compliance Officer · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
23 former (kept with end dates)
- A••• A•••• · Managing Director · Jan 1, 2011 to Jul 24, 2015 Inference
- A••••• B•••• B••••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
- C••••••••• M•••••• L••••••• · Managing Director · Jan 1, 2015 to Feb 22, 2022 Inference
- D•••• M• M••••••• · Managing Director · Jan 1, 2007 to Feb 10, 2017 Inference
- D•••••• J•• F••••••• · Managing Director · Dec 1, 1997 to Apr 1, 2013 Inference
- D••••• M••••••• P•••• · Partner · Oct 1, 1999 to Mar 29, 2018 Inference
- J•••• F•••••••• K•••••• · Managing Director · Jan 1, 2004 to Jan 8, 2020 Inference
- J••••••• M••• D••••••• · Managing Director · Jan 1, 2008 to Jul 10, 2019 Inference
- J••••• B••••••••• · Partner · Oct 1, 1984 to Mar 31, 2023 Inference
- K••••••• H• R••••• · Managing Director · Jan 1, 2015 to Sep 8, 2016 Inference
- M••• E••••• N••••••• · Managing Director · Jan 1, 1990 to Nov 20, 2014 Inference
- M•••••• A••• K••••• · Partner · Dec 1, 1997 to Mar 31, 2022 Inference
- M•••••• F••••• G••• · Managing Director · Jan 1, 2001 to Mar 31, 2014 Inference
- P••• B••••••• E••••••• · Member · Jan 1, 1991 to Dec 21, 2015 Inference
- S••• M•••••• D•••••• · Partner · Jan 1, 2005 to Mar 29, 2019 Inference
- S•••••• G••••• P••••••• · Partner · Sep 1, 1989 to Mar 31, 2023 Inference
- S••••• W•••••• B••••• · Partner · Jan 1, 2001 to Mar 31, 2021 Inference
- S••••• E• D••••• · Managing Director · Jan 1, 2005 to Jan 13, 2017 Inference
- T•••••• M• B•••• · Managing Director · Jan 1, 2007 to Jan 8, 2020 Inference
- W•••••• E••••• P••••••••• I• · Member · Jan 1, 2002 to Apr 29, 2016 Inference
- A••• K••• H•••••••• · Chief Compliance Officer · Sep 1, 2005 to Sep 17, 2015 Inference
- M•••••• d• C••••• W••• · Managing Director And Chief Operating Officer · Jan 1, 2005 to Sep 25, 2015 Inference
- R••••• R••••••••• · Managing Director And General Counsel · Dec 1, 2010 to May 10, 2018 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
- Aug 17, 2026B••• C•••••• C•••••• L•: Private Equity Funds on Form ADV 1 (2024 extract) -> 3 (roster 2026-09-01)
- Mar 30, 2012B••• C•••••• C•••••• L• first filed Form ADV in the extract (IA)
Across the graphs
B••• C•••••• C•••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA 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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