DFX Intelligence
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O•••••• G••••• A•••• M••••••••• L••
Private credit managerClassification probableLower middle marketSEC registered investment adviser· London
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $11B
- PE fund assets
- $75.9M
- PE funds
- 2
- 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
- Latest Form D Nov 18, 2025
- Graphs 2
- Placement agents 14
Classification
How this organization is classified, and on what basisPrivate credit manager · 2 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- 1 of 2 private equity vehicles are named credit
- Size band
- Lower middle marketdefined by: proxy: $0.08bn Private Equity Fund GAV on the Form ADV filed 2026-03-26
- Strategies
- Private credit
Classification history (2)
- Sep 23, 2026Private credit manager (probable, 70%)1 of 2 private equity vehicles are named credit
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 1 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 9
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 16, 2017 to Mar 26, 2026
- RAUM
- $11Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $75.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $75.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 17%
- Fund type mix
- Hedge fund: 6 funds, $5.5B reported gross assets, 10 ever reported
- Private equity fund: 2 funds, $75.9M reported gross assets
- Employees
- 67
- Headquarters
- London, United Kingdom
- 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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••••••••• M••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $75.9M as of Mar 26, 2026 | $1.1M | Active deployment | |
| O•••••• L••••• C••••• M••••• F••• ADV: Hedge Fund | Credit fund | 2017 Form D first sale | $2.0B as of Jul 11, 2024 | $441M | Mature | |
| T•• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $653M as of Aug 10, 2017 | no Form D | Wound down | |
| O•••••• E••••••• L•••••• F••• I• I••• ADV: Private Equity Fund | Credit fund | unknown | $0 as of Mar 26, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
8 current, 5 former
Managing partner (1)
- M••• B••••••• · President · since Dec 1, 2017 Form ADV
Partner (2)
- J••• R••••• Y•••• · Class A Member · since Jul 1, 2023 Form ADV
- P••• D•••••• H•••••• · Class A Member · since Jul 1, 2023 Form ADV
Platform (4)
- H••• F•••••• G•••••• · Chief Operating Officer · since Apr 1, 2023 Form ADV
- J•• C• G•• · Chief Financial Officer · since Oct 1, 2023 Form ADV
- P••••• F••••••• M•••••• · General Counsel · since Oct 1, 2008 Form ADV
- S•••• D•••• J•••• · Chief Compliance Officer · since Dec 1, 2017 Form ADV
Other (1)
- A••••• A••• W•••• · Head Of Structuring · since Jan 1, 2013 Form ADV
5 former (kept with end dates)
- D•••• A••• B•••• · Head Of Distribution · Mar 1, 2022 to Jul 11, 2024 Inference
- G••• W•• · Shareholder · Oct 1, 2008 to Jun 20, 2017 Inference
- M•••••• J••••• R•••••• · Chief Financial Officer · Oct 1, 2008 to Jun 15, 2021 Inference
- O••••• S•••••• · Chief Operating Officer · Dec 1, 2017 to Mar 31, 2023 Inference
- P•••••• T•••• L••••• · Chief Financial Officer · May 1, 2021 to Oct 25, 2023 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
14 relationships
Placement agents (14)
- G••••••• C•••••• L•• 3 shared · strong · last Jan 1, 2023
- K•• • P••••••• L•••••• 2 shared · recurring · last Jan 1, 2018
- S•••••••• G••• 2 shared · recurring · last Jan 1, 2024
- N•• W•••• C•••••• A••••••• L•• 2 shared · recurring · last Jan 1, 2018
- C•••••••• C••••••••• U• L•••••• 2 shared · recurring · last Jan 1, 2024
- A•• P••••••• L•• 2 shared · recurring · last Jan 1, 2018
- F•••• A••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2018
- R•• I••••••••• L•• 2 shared · recurring · last Jan 1, 2024
- I•• S••••••••• A• 2 shared · recurring · last Jan 1, 2018
- H•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2017
- O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2022
- M•••••• S••••••••• L•••••• 1 shared · one time · last Jan 1, 2024
- C••••• H••• C•••••• P•••••••• I••• 1 shared · one time · last Jan 1, 2023
- F•••• A••••• 1 shared · one time · last Jan 1, 2017
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
Across the graphs
O•••••• G••••• A•••• M••••••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA 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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