DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A•••••• S• C•••••• M••••••••• L••••••
CandidateClassification candidateLower middle marketSEC exempt reporting adviser· St Heliera••••••••.com
Candidate, based in St Helier.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $134M
- PE funds
- 3
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 4 Private Equity Fund(s) among 16 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.13bn Private Equity Fund GAV on the Form ADV filed 2024-03-22
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 4 Private Equity Fund(s) among 16 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- May 25, 2012 to Mar 30, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $134Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $134Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 25%
- Fund type mix
- filed 2024-03-22, latest gav Real Estate Fund $1.5B, Private Equity Fund $134M, latest counts Real Estate Fund 8, Private Equity Fund 3, lifetime distinct Real Estate Fund 12, Private Equity Fund 4
- Employees
- unknown
- Headquarters
- St Helier, Jersey
- 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 |
|---|---|---|---|---|---|---|
| A•••••• S• V• C••• I• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $46.3M as of Mar 22, 2024 | no Form D | Unknown | |
| A•••••• S• V• C••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $41.6M as of Mar 22, 2024 | no Form D | Unknown | |
| A•••••• I••• S•••••••• I••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $45.7M as of Mar 22, 2024 | no Form D | Harvest | |
| A•••••• S• F•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $38,118 as of Mar 31, 2021 | no Form D | Wound down |
Team
7 current, 3 former
Partner (2)
- L•••• A•• L•••••• · Shareholder · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• A•••• G•••••••• · Shareholder · since Jun 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (5)
- A•••• S••••••••• · Director · 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)
- J•••• W•••••• P••••••• · Permanent Alternate Director · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••••• M•••••• · Director · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• C•••••• · Director · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• C••••••••• · Permanent Alternate Director · 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)
3 former (kept with end dates)
- C•••• A••••• S•••••• · Permanent Alternate Director · Feb 1, 2016 to Mar 31, 2021 Inference
- G••••• M••••• B•••• · Director · Jul 1, 2008 to Mar 29, 2018 Inference
- G••••• D•••• R••• · Director · Jun 1, 2008 to Aug 2, 2017 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
1 most recent
- May 25, 2012••• Locked
Across the graphs
A•••••• S• C•••••• M••••••••• L•••••• is the same institution as 2 records in Real Estate Funds and Allocators.
Real 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.
Checking your plan…