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 / P••••••••• C•••••• M••••••••• I•••
P••••••••• C•••••• M••••••••• I•••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 18 of 19 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $6.32bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 18 of 19 distinct vehicles are sworn Private Equity Funds; 17 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Mar 29, 2024
- RAUM
- $6.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 16
- PE fund GAV, latest filing
- $6.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $6.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 95%
- Fund type mix
- filed 2024-03-29, latest gav Other Private Fund $20.4M, Private Equity Fund $6.3B, latest counts Other Private Fund 1, Private Equity Fund 16, lifetime distinct Other Private Fund 1, Private Equity Fund 18
- Employees
- 33
- Headquarters
- Chagrin Falls, OH
- Office address
- 57 E. WASHINGTON STREET, Chagrin Falls, OH, 44022
- Business phone
- 440-528-0333
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
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••••••• C•••••• F••• X• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.4B as of Mar 29, 2024 | no Form D | Unknown | |
| P••••••••• C•••••• F••• I• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.8B as of Mar 29, 2024 | no Form D | Early deployment | |
| P••••••••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $44.1M as of Mar 29, 2024 | no Form D | Early deployment | |
| P••••••••• C•••••• F••• V• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $5.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| P••••••••• C•••••• F••• V••• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $1.5B as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• F••• V•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $21.3M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• F••• V•• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.1B as of Mar 29, 2024 | no Form D | Successor fundraising | |
| P••••••••• C•••••• F••• V••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $4.9M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| P••••••••• C•••••• F••• V• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $403M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• F••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $5.5M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• I••••••••• F••• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $43.1M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• I••••••••• C••••••••• F•••• L• ADV: Private Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $28.3M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• I••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $1.2M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• F••• I• Q•• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $30.2M as of Mar 29, 2024 | no Form D | Harvest | |
| P••••••••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $4.3M as of Mar 29, 2024 | no Form D | Harvest | |
| P••••••••• C•••••• S••••• D••• F•••• L• ADV: Other Private Fund | Credit fund | unknown | $20.4M as of Mar 29, 2024 | no Form D | Mature | |
| P••••••••• C•••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.4M as of Mar 30, 2016 | no Form D | Wound down | |
| P••••••••• C•••••• T•••••• T•••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.0M as of Mar 29, 2024 | no Form D | Harvest | |
| P••••••••• C•••••• F•••••••• I••••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4,713 as of Oct 14, 2022 | no Form D | Wound down |
Team
4 current, 8 former
Managing partner (2)
- F• H••••• M••••• · Co-President And Shareholder · since Jul 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• D•••• L••••• · Co-President And Shareholder · since May 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- C•••••• L••• D•••••• · Chief Operating Officer And Chief Compliance Officer · since Jul 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• A•••••• S••• · Chief Financial Officer · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- D••••• W••••• · L•••••• Partner Of P••••••••• Capital Fvi Lp · Apr 1, 2016 to Mar 29, 2018 Inference
- J•••••• A•••• H••••• · L•••••• Partner Of P••••••••• Capital Fif Lp, And P••••••••• Capital Ttf Lp (Relying Advisers) · Mar 1, 2004 to Mar 29, 2018 Inference
- J•••••• A•••• H••••• · Managing Director · Jul 1, 2003 to Mar 25, 2013 Inference
- J•••••• J••• M••••• · L•••••• Partner Of Pepertree Capital ("Pc") Fif Lp, Pc Ttf Lp, Pv Fiv Lp & Pc Fv Lp (Relying Advisers) · Jul 1, 2003 to Mar 29, 2018 Inference
- J••• J••••• R•••••• · L•••••• Partner Of P••••••••• Capital Fv Lp & P••••••••• Capital Fvi Lp · Sep 1, 2016 to Mar 29, 2018 Inference
- K•••• J•••• M•••••• · L•••••• Partner Of P••••••••• Capital Fif, Lp & P••••••••• Capital Ttf, Lp (Relying Advisers) · Jul 1, 2003 to Mar 29, 2018 Inference
- R••••• W•••• S••••• · L•••••• Partner P••••••••• Capital, Lp (Relying Adviser) · Mar 1, 2004 to Mar 30, 2017 Inference
- M•••••• R•• J•••••• · Chief Financial Officer · Oct 1, 2019 to Jun 8, 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
4 relationships
Placement agents (4)
- A••••••••• M••••••• G•••• L•••••• 1 shared · one time · last Jan 1, 2024
- A••••••••• M••••••• G•••• P•• L•• 1 shared · one time · last Jan 1, 2024
- A••••••• C•••••• G••••• L•• 1 shared · one time · last Jan 1, 2024
- A•• D••••••••• I••• 1 shared · one time · last Jan 1, 2024
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
- Sep 1, 2026Adviser CRD 163215 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 30, 2012P••••••••• C•••••• M••••••••• I••• first filed Form ADV in the extract (ERA)
Across the graphs
P••••••••• C•••••• M••••••••• I••• is the same institution as 3 records in Venture Capital, RIA and Wealth and Private Credit.
Venture Capital1RIA 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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