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 / G••••••• I••••••••• G••••• L••
G••••••• I••••••••• G••••• L••
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 3 Private Equity Fund(s) among 37 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-11-08
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 3 Private Equity Fund(s) among 37 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 24, 2013 to Nov 8, 2024
- RAUM
- $28Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $8.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $16Bevery private fund type, latest filing
- 2024 PE fund GAV
- $8.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 8%
- Fund type mix
- filed 2024-11-08, latest gav Real Estate Fund $16B, Private Equity Fund $8.0M, latest counts Real Estate Fund 32, Private Equity Fund 3, lifetime distinct Hedge Fund 1, Real Estate Fund 33, Private Equity Fund 3
- Employees
- 510
- Headquarters
- Charleston, SC
- Office address
- 465 MEETING STREET, SUITE 500, Charleston, SC, 29403
- Business phone
- 843-579-9400
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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G• B••• C••••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $2.3M as of Nov 8, 2024 | no Form D | Unknown | |
| G• P••••••• C••••••••• I• L•• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $1.0M as of Nov 8, 2024 | no Form D | Unknown | |
| L••••••• 2•• E••••••• I••••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $4.7M as of Nov 8, 2024 | no Form D | Harvest |
Team
11 current, 7 former
Partner (2)
- C••••••••• J•• M••••••••• · Senior Managing Director · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• A••• F•••• · Sole Member · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- A•••••• W•••• D••• · Executive Director · 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)
- K•••• A•••• K•••••• · Executive Director · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• M•••••• H•••• · Executive Director · 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)
Vice president (5)
- J• D•••• R••••• · Executive Managing Director And Vice President · since Jun 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• C••••• · Executive Director And Vice President · since Jul 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• M••••••••• H••••• · Managing Director And Vice President · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•• F••••• · Executive Managing Director And Vice President · since Nov 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• C••••••• M••••• · Executive Managing Director And Vice President · since Jun 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•••••••• A••• M••••••• · Senior Managing Director, Investment Legal & Compliance, And Chief Compliance Officer · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- J••••••• A••• C••• · Chief Compliance Officer, Managing Director And Vice President · Nov 1, 2012 to Mar 30, 2021 Inference
- C••••••••• J•• M••••••••• · Vice President Of G••••••• Gugv Gp, Llc (Relying Adviser) · Sep 1, 2014 to Mar 30, 2018 Inference
- C•••• N••• · Vice President Of G••••••• Gugv Gp, Llc (Relying Adviser) · Sep 1, 2014 to Mar 30, 2018 Inference
- J••••• C••••• · Vice President Of G••••••• Growth And Income Gp, Llc ("Relying Adviser") · Jul 1, 2017 to Mar 30, 2018 Inference
- K•••• A•••• K•••••• · Vice President Of G••••••• Growth And Income Gp, Llc ("Relying Adviser") · Jul 1, 2017 to Mar 30, 2018 Inference
- S•••• C• W••• · Vice President Of G••••••• I••••••••• G••••• L•• · Jan 1, 2011 to Mar 29, 2019 Inference
- W•• F••••• · Vice President Of G••••••• Management Ix, Llc ("Relying Adviser") · Nov 1, 2015 to Mar 30, 2018 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
- Oct 24, 2013G••••••• I••••••••• G••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
G••••••• I••••••••• G••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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