DFX Intelligence
Private Equity Intelligence
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Firms / S••••••• C•••••• P•••••••• L•••••
S••••••• C•••••• P•••••••• L•••••
We support executives and business owners in achieving their boldest aspirations with resources that enable companies to accelerate growth.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $9.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- SECONDARIES
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 20 of 20 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 29, 2024
- RAUM
- $9.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $9.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $9.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $9.1B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 20
- Employees
- 62
- Headquarters
- New York, NY
- Office address
- ONE VANDERBILT AVENUE, 53RD FLOOR, New York, NY, 10017
- Business phone
- 212-688-3100
Stated criteria beside observed behaviour
97 observed deals
Stated by the firm
- Sectors
- business services, industrials, healthcare, consumer
- Geography
- United States, Canada
- 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
- minority
- Thesis
- We partner with skilled talented management teams who aim to elevate their businesses.
Observed from deals on record
- roles
- unknown 95, platform 2
- period
- to 2026-07-07, from 2021-10-05, undated holdings 95, dated observations 4
- window
- last 2026-07-07, first 2021-10-05
- control
- control 2, unknown 95
- companies
- 97
- geography
- investments
- 97
- seller kinds
- family 1
- transactions
- 2
- cadence by year
- 2021 platforms 1, 2026 platforms 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 33
- disclosed value usd
- n 0
- sector distribution
- count 11, share 0.113, value healthcare services, examples ReachOut Healthcare America, Interim Healthcare, National Spine & Pain Centers, Altima Dental Centers, count 6, share 0.062, value specialty distribution, examples Nivel, The Recreational Group, DecoPac Inc., MidWest Wholesale Hardware Co., count 4, share 0.041, value industrial manufacturing, examples ECM Industries, Surewerx, Power Products, NSI Industries, LLC, count 3, share 0.031, value industrial services, examples Apex Companies, SPL, Integra Testing Services, count 2, share 0.021, value media telecom, examples Inscape Publishing, MCA, count 2, share 0.021, value software, examples TriMech, CINgroup, count 2, share 0.021, value consumer products, examples Market Performance Group, WellSpring Pharmaceutical, count 1, share 0.01, value tech enabled services, examples New Era Technology
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 7, share 0.072, value dental, examples ReachOut Healthcare America, Altima Dental Centers, Northeast Dental Management, Metro Dentalcare, count 5, share 0.052, value misc durable wholesale, examples Nivel, The Recreational Group, MidWest Wholesale Hardware Co., Vintage Parts, count 3, share 0.031, value miscellaneous manufacturing, examples ECM Industries, Surewerx, Power Products, count 2, share 0.021, value media telecom, examples Inscape Publishing, MCA, count 2, share 0.021, value software, examples TriMech, CINgroup, count 2, share 0.021, value consumer products, examples Market Performance Group, WellSpring Pharmaceutical, count 2, share 0.021, value home health, examples Interim Healthcare, Hospice Advantage, count 2, share 0.021, value testing laboratories inspection, examples SPL, Integra Testing Services
97 companies on the graph (2 transactions); most in healthcare services (11); 2 platforms and 0 add-ons; observed 2021 to 2026
Funds
20 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••• M•• A•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $159M as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• C•••••• P••••••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $3.5B as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• J••••• C•••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $861M as of Mar 29, 2024 | no Form D | Early deployment | |
| S••••••• C•••••• P••••••• V••••• L••• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $821M as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• C•••••• I•••••••• V••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $63.2M as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• C••••••••• F••• I• L••• ADV: Private Equity Fund | Continuation vehicle | 2021 first reported on Form ADV | $684M as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• C••••••••• F••• I••• L••• ADV: Private Equity Fund | Continuation vehicle | 2021 first reported on Form ADV | $75.9M as of Mar 29, 2024 | no Form D | Unknown | |
| S••••••• C•••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $1.8B as of Mar 29, 2024 | no Form D | Successor fundraising | |
| S••••••• J••••• C•••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $549M as of Mar 29, 2024 | no Form D | Mature | |
| S••••••• C•••••• P••••••• V•••• L••• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $141M as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• I•••••••• V•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $36.8M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| S••••••• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $424M as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• P••••••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2014 first reported on Form ADV | $54.5M as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• I•••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $15.8M as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $8.4M as of Apr 2, 2013 | no Form D | Wound down | |
| S••••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.3M as of Mar 30, 2017 | no Form D | Harvest | |
| S••••••• C•••••• I•••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $88,256 as of Mar 30, 2017 | no Form D | Harvest | |
| S••••••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Mar 29, 2024 | no Form D | Harvest | |
| S••••••• C•••••• I•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2024 | no Form D | Harvest |
Team
100 current, 2 former
Managing partner (4)
- D•••• S• L•••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• D• B••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F• M•••••••• · Co-Founder And Senior Partner · since Nov 1, 1995 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• F• M•••••••• · Cofounder & Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (17)
- C• S•••• P•••• · Partner · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C• S•••• P•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S• L•••• · Owner · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• D• B••••• · Partner · since Mar 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• B•••• S•••••• · Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• D• C•••• · Partner · since Jul 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• D• C•••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••• v•• S••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••• v•• S••••• · 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)
- J••••• G•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• F••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J• F••••• · Partner · since Jul 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- O••• M••••• B••••• · Partner · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- O••• M••••• B••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• K•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• F• M••••• · Partner · since Jul 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• F• M••••• · Senior Advisory Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- C•••••• S•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• F•••••• · Director of F•••• Impressions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• S••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• A•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (13)
- A••• J••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• M••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• N•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• E•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• W••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• M•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• A•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• W•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• L••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• A••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (9)
- B•• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• J•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (16)
- A••• R•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• L••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• P•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• M•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• L•• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F••••••••• · Operating Partner Emeritus · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• P•••• · AI Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (4)
- C••••• T••••••• · Vice President, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• B•••• S•••••• · Partner, Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• A••• · Business Development Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• L••••••••• · Principal, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- J•••••• G••••• · Managing Director, Head of Debt Capital M•••••s · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- A•••••••• L••••• · Vice President, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S••••• · Managing Director, Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (24)
- A•••••• H•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• P•••••• · Vice President, Legal & Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• G•• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• P•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• G• L••• · Chief Financial Officer · 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)
- D•••••• G• L••• · CFO Emeritus · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L•• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• D•• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• A••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• F••••••••• · Controller, General Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• G•••••• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• W••••• · Senior Associate, Portfolio Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• S••••• · Director, Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• S•••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S•••• · Office Manager & Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• C••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• O•••••• · Deputy Office Manager & Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• · Senior Tax Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••• · Tax Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• C••••• · Director, Sustainability and Responsibility · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• T•• · Chief Accounting Officer · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• T•• · CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••••• E• T••••••• · General Counsel · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•••••• E• T••••••• · Managing Director, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (6)
- B•••••• B•••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• K•••• · Emeritus Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• R••••••••• · Emeritus Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M•••• · Emeritus Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• K••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• F••••••••• · Emeritus Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- A•••• M••••• M••• · Partner · Jan 1, 2022 to Mar 31, 2023 Inference
- L••• J• J•••••• · Partner · Jan 1, 2016 to Mar 29, 2019 Inference
Portfolio
97 relationships, 2 platforms, 0 add-ons
Transactions
8 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 31, 2026 | Sponsor to sponsor | R•••••• I••••••••• | Seller (confirmed) | prnewswire.com |
| Aug 19, 2026 | Sponsor to sponsor | M•••••• | Seller (confirmed) | prnewswire.com |
| Jul 7, 2026 | Platform acquisition | D•••••• I••• | Sponsor (confirmed) | kohlberg.com |
| Nov 18, 2024 | Exit to a strategic buyer | N•• I••••••••• L•• | Strategic acquirer (confirmed) | odysseyinvestment.com |
| Jan 22, 2024 | Sponsor to sponsor | M••••• P••••••••• G•••• | Sponsor (confirmed) | yukonpartners.com |
| Jan 22, 2024 | Platform acquisition | M••••• P••••••••• G•••• | Sponsor (confirmed) | yukonpartners.com |
| Feb 2, 2022 | Exit to a strategic buyer | A••••••• W••• R••••••••• G•••• | Strategic acquirer (confirmed) | sterlinglp.com |
| Oct 5, 2021 | Platform acquisition | M•••••• E•• C••••••••• | Sponsor (confirmed) | churchillam.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Placement agents (4)
- C••••• S••••• S••••••••• •••• L•• 14 shared · very strong · last Jan 1, 2023
- C••••• S••••• F•••• B••••• 2 shared · recurring · last Jan 1, 2012
- E••••••• G•••• L••••• 1 shared · one time · last Jan 1, 2024
- B••••••• C•••••• G•••• 1 shared · one time · last Jan 1, 2012
Lenders (1)
- C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Oct 5, 2021
Financial advisers (2)
- H••••• W••••••• 1 shared · one time · last Jul 7, 2026
- W•••••• B•••• 1 shared · one time · last Jul 7, 2026
Legal advisers (1)
- K••••••• • E•••• L•• 1 shared · one time · last Jul 7, 2026
LP commitments
6 disclosed
- A••••• P•••••••• F••• C••••••••• in S••••••• C•••••• P••••••• V• L••• $20.3M apfc.org
- A••••• P•••••••• F••• C••••••••• in S••••••• C•••••• P••••••• V•• L••• $70.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in S••••••• C•••••• P••••••• V••• L••• $60.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in S••••••• C••••••••• F••• I• L••• $57.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in S••••••• J••••• C•••••• I• L••• $15.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in S••••••• J••••• C•••••• I•• L••• $15.0M apfc.org
Events
7 most recent
- Aug 31, 2026S••••••• Capital Partners Sells R••••••
- Aug 19, 2026S••••••• Closes Sale of S••••••• S••••• S••••••••' M•••••• Unit
- Jul 7, 2026S••••••• Capital Partners Acquires D••••••
- Mar 31, 2026S••••••• C•••••• P•••••••• L•••••: Private Equity Funds on Form ADV 17 (2024 extract) -> 14 (roster 2026-09-01)
- Jan 22, 2024M••••• P••••••••• G••••: change of control to S••••••• C•••••• P•••••••• L•••••Platform investmentFactM••••• P••••••••• G••••DFX analyst research (cited claims with URL and quote)
- Oct 5, 2021C•••••••• Serves as Sole Lead Arranger and Administrative Agent in Support of S•••••••'s Partnership with M•••••• E•• C•••••••••
- Feb 14, 2012S••••••• C•••••• P•••••••• L••••• first filed Form ADV in the extract (IA)
Across the graphs
S••••••• C•••••• P•••••••• L••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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