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••••• C•••••• M••••••••• A••••••• L••
M••••• C•••••• M••••••••• A••••••• L••
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 52 distinct vehicles; hedge, securitized or liquidity vehicles 26
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: P•••••• Equity Funds are 0 of 52 distinct vehicles; hedge, securitized or liquidity vehicles 26
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 9, 2012 to Mar 29, 2024
- RAUM
- $16Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $16Bevery 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
- 0%
- Fund type mix
- filed 2024-03-29, latest gav Other Private Fund $11B, Securitized Asset Fund $4.7B, latest counts Other Private Fund 26, Securitized Asset Fund 15, lifetime distinct Other Private Fund 26, Securitized Asset Fund 26
- Employees
- 207
- Headquarters
- Chicago, IL
- Office address
- 311 SOUTH WACKER DRIVE, SUITE 6400, Chicago, IL, 60606-6710
- Business phone
- (312) 258-8300
Stated criteria beside observed behaviour
1 observed deals
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
- roles
- period
- to 2026-02-05, from 2026-02-05, undated holdings 0, dated observations 1
- window
- last 2026-02-05, first 2026-02-05
- control
- companies
- 1
- geography
- investments
- 0
- seller kinds
- transactions
- 1
- cadence by year
- 2026 other deals 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value healthcare services, examples CST Academy
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value outpatient mental health substance, examples CST Academy
1 companies on the graph (1 transactions); most in healthcare services (1); observed 2026 to 2026
Funds
23 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• C•••••• P•••••• C••••• M••••• F••• V• ••••••••• S••• S••••••••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $444M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• C•••••• P•••••• C••••• M••••• F••• V• S••• S••••••••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $270M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• O••••••••• I• P•••••• C••••• M••••• F••• S••• S••••••••• ADV: Other P•••••• Fund | Credit fund | 2023 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• P•••••• C••••• V••••••••• M••••• F••• S••• S••••••••• ADV: Other P•••••• Fund | Credit fund | 2022 first reported on Form ADV | $636M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• C•••••• P•••••• C••••• F••• 5•• L• ADV: Other P•••••• Fund | Credit fund | 2022 first reported on Form ADV | $330M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• C•••••• P•••••• C••••• F••• L• L• ADV: Other P•••••• Fund | Credit fund | 2022 first reported on Form ADV | $106M as of Mar 29, 2024 | no Form D | Early deployment | |
| M••••• C•••••• P•••••• C••••• S•••• ••••••••• M••••• F••• 1• L• ADV: Other P•••••• Fund | Credit fund | 2022 first reported on Form ADV | $15.9M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• P•••••• C••••• M••••• F••• I• S••• ADV: Other P•••••• Fund | Credit fund | 2021 first reported on Form ADV | $1.7B as of Mar 29, 2024 | no Form D | Active deployment | |
| M••••• C•••••• P•••••• C••••• M••••• F••• I• ••••••••• S••• ADV: Other P•••••• Fund | Credit fund | 2021 first reported on Form ADV | $1.4B as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• O••••••••• P•••••• C••••• M••••• F••• S••• ADV: Other P•••••• Fund | Credit fund | 2020 first reported on Form ADV | $473M as of Mar 29, 2024 | no Form D | Active deployment | |
| M••••• C•••••• P•••••• C••••• F••• V• L• ADV: Other P•••••• Fund | Credit fund | 2019 first reported on Form ADV | $509M as of Mar 29, 2024 | no Form D | Active deployment | |
| M••••• C•••••• F••• S••• S•••• R••••••••• C••••• F••• I•• ADV: Other P•••••• Fund | Credit fund | 2019 first reported on Form ADV | $360M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• F••• S••• S•••• R••••••••• C••••• F••• I•• ••••••••• ADV: Other P•••••• Fund | Credit fund | 2019 first reported on Form ADV | $213M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• P•••••• C••••• F••• I•• L• ADV: Other P•••••• Fund | Credit fund | 2018 first reported on Form ADV | $827M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• P•••••• C••••• F••• I•• ••••••••• L• ADV: Other P•••••• Fund | Credit fund | 2018 first reported on Form ADV | $200M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• F••• S••• S•••• R••••••••• C••••• F••• ••••••••• ADV: Other P•••••• Fund | Credit fund | 2018 first reported on Form ADV | $181M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• P•••••• C••••• F••• I• L• ••••• A••••••• ADV: Other P•••••• Fund | Credit fund | 2017 first reported on Form ADV | $443M as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• P•••••• C••••• F••• I• •••••••• I••• U••••••••• F••• ADV: Other P•••••• Fund | Credit fund | 2017 first reported on Form ADV | $34.2M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• P•••••• C••••• F••• a• L• ADV: Other P•••••• Fund | Credit fund | 2016 first reported on Form ADV | $1.7B as of Mar 29, 2024 | no Form D | Unknown | |
| M••••• C•••••• P•••••• C••••• F••• I•• L• ADV: Other P•••••• Fund | Credit fund | 2016 first reported on Form ADV | $156M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• P•••••• C••••• F••• I• ••••••••• L• ADV: Other P•••••• Fund | Credit fund | 2016 first reported on Form ADV | $30.2M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• P••••••• F•••• L••• ADV: Other P•••••• Fund | Buyout fund | 2014 first reported on Form ADV | $77.7M as of Mar 29, 2024 | no Form D | Harvest | |
| M••••• C•••••• P••••••• F••• I•• L• ADV: Other P•••••• Fund | Buyout fund | 2014 first reported on Form ADV | $9.1M as of Mar 29, 2024 | no Form D | Harvest |
Team
8 current, 3 former
Managing partner (4)
- A•••••• T••••• · Vice Chairman And Head Of Originations · since Mar 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J• E••• · Vice Chairman And Chief Credit Officer · since Mar 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••••• L• K••••• · Sole Managing Member · since Feb 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z•• U•••• · President · 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 (4)
- J•••• M• C•••••• · Chief Operating Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• R•••• G•••••• · Chief Compliance Officer · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• T• G•••••• · General Counsel · since Oct 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• A••••• M••••••• · Chief Financial Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- A•••• D••••• P••• · Principal - Managing Director · Jul 1, 2016 to Mar 31, 2022 Inference
- J••••• T• V••••••••• · Principal - Managing Director · Jan 1, 2011 to Mar 31, 2022 Inference
- D•••• H• J••••••• · Chief Compliance Officer · Jan 1, 2012 to Sep 2, 2022 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
17 on record
Placement agents, lenders, advisers and co-investors
28 relationships
Placement agents (28)
- P•• S••••••••• L•• 11 shared · very strong · last Jan 1, 2024
- A••••• P••••••• L•• 10 shared · very strong · last Jan 1, 2024
- U••• Y••• S••••••••• C••• L•• 8 shared · very strong · last Jan 1, 2024
- I•• F•••••••• S••••••• L•• 7 shared · very strong · last Jan 1, 2024
- D••••••• I••••••••• A••••••• P•• L•• 7 shared · very strong · last Jan 1, 2023
- C••• C•••••• L•• 7 shared · very strong · last Jan 1, 2022
- I••••••••• C•••••• L•••••• 5 shared · very strong · last Jan 1, 2023
- K••• S••••••••• A•••••• I••• 5 shared · very strong · last Jan 1, 2022
- P••••••• T•••• P•••••••• L•• 4 shared · strong · last Jan 1, 2023
- H•• I•••••• 4 shared · strong · last Jan 1, 2022
- E•• C•••••• L•••••• 3 shared · strong · last Jan 1, 2024
- W••• V••••• C•••••• L••• 3 shared · strong · last Jan 1, 2022
- I•• G•••• 2 shared · recurring · last Jan 1, 2023
- C••• C•••••• L•• a•• C•••••• I••••••••• S•••••• L•• 2 shared · recurring · last Jan 1, 2024
- K•••• I••••••••• • S••••••••• C•• L••• 2 shared · recurring · last Jan 1, 2024
- R•• S••••••••• G••• 2 shared · recurring · last Jan 1, 2023
- B••••••• U• L••• 1 shared · one time · last Jan 1, 2018
- N•••••••• P••••••• 1 shared · one time · last Jan 1, 2023
- N•• G•• C•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2014
- I••••• I••• 1 shared · one time · last Jan 1, 2014
- R••• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2014
- J•••••••• L•• 1 shared · one time · last Jan 1, 2022
- A••• C••••••••• S••••••• L•• 1 shared · one time · last Jan 1, 2015
- S•••••• S•••••• 1 shared · one time · last Jan 1, 2014
- R•• I••••••••• L•• 1 shared · one time · last Jan 1, 2018
- H•••• F•• 1 shared · one time · last Jan 1, 2014
- D••••••• I••••••••• A••••••• 1 shared · one time · last Jan 1, 2024
- A••• I••••••••• L•• 1 shared · one time · last Jan 1, 2014
LP commitments
2 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• $10.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $10.0M osc.ny.gov
Events
3 most recent
- Mar 31, 2025N•• Y••• S•••• C••••• R••••••••• F••• reports M••••• Capital Partners, LP: $10,000,000 committed, vintage 2012Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 9, 2012M••••• C•••••• M••••••••• A••••••• L•• first filed Form ADV in the extract (IA)
- Feb 24, 2012N•• Y••• S•••• C••••• R••••••••• F••• reports M••••• Capital Partners, LP: $10,000,000 committed, vintage 2012Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Across the graphs
M••••• C•••••• M••••••••• A••••••• L•• is the same institution as 3 records in RIA and Wealth, Allocators and Private Credit.
RIA and Wealth1Allocators1Private 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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