DFX Intelligence
Private Equity Intelligence
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Firms / R••••••• M••••••••• L••
R••••••• M••••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 11 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.63bn Private Equity Fund GAV on the Form ADV filed 2024-05-20
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 11 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 15, 2011 to May 20, 2024
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $634Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $634Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 82%
- Fund type mix
- filed 2024-05-20, latest gav Hedge Fund $799M, Private Equity Fund $634M, latest counts Hedge Fund 2, Private Equity Fund 5, lifetime distinct Hedge Fund 2, Private Equity Fund 9
- Employees
- 22
- Headquarters
- Miami Beach, FL
- Office address
- 1674 MERIDIAN AVENUE, SUITE 420, Miami Beach, FL, 33139
- Business phone
- 212-286-9474
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- infrastructure, energy
- Geography
- United States
- 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 make no warranties that materials on this site are appropriate or available for use in such locations.
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
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R••••••• S••••••••• E••••• P•••••• I• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $5.0M | Fundraising |
| R••••••• S••••••••• E••••• P•••••• I• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $5.0M | Fundraising |
| R••••••• S••••••••• E••••• P•••••• V• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $5.0M | Fundraising |
| R••••••• S••••••••• E••••• P•••••• I• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $5.0M | Fundraising |
| R••••••• C•••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $183M as of May 20, 2024 | no Form D | Unknown | |
| R•• E•• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $19.6M as of May 20, 2024 | no Form D | Unknown | |
| R••••••• C•••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $204M as of May 20, 2024 | no Form D | Unknown | |
| R••••••• C•••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $175M as of May 20, 2024 | no Form D | Harvest | |
| R••••••• C•••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $52.9M as of May 20, 2024 | no Form D | Harvest | |
| R•• C•••••• P••••••• L• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $37.1M as of Mar 25, 2019 | no Form D | Wound down | |
| R••••••• C•••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $14.1M as of Mar 30, 2020 | no Form D | Wound down | |
| R••••••• C•••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $29.2M as of Mar 29, 2017 | no Form D | Wound down | |
| F••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $24.7M as of Nov 11, 2013 | no Form D | Wound down | |
| R••••••• C•••••• V•• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
Team
14 current, 0 former
Managing partner (2)
- G••• S•••••••• · Founder & Portfolio Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• H••••••• · Managing Partner, R••••••• S••••••••• Infrastructure Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
Principal (2)
- J•••• M•••••• · Director of Research · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• K••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- J•••• L••••• · Director of Origination & Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (3)
- A••• J•• D•••• · Trustee · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• S•••••••• · Trustee · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• M•• D•••• · Trustee · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- B••• H••••••••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• Z• H••••••••• · Chief Compliance Officer · since Feb 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• D••••• · Director of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••• · Chief Financial Officer · 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•••• C•••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
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
2 relationships
Placement agents (2)
- O•• C••• S••••••••• L•• 8 shared · very strong · last Apr 27, 2026
- J••• D••••• • C••• I••• 8 shared · very strong · last Apr 27, 2026
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
- Nov 15, 2011R••••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
R••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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