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.
T•••• C•••••• M••••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· New York, NYt••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.6B
- PE fund assets
- $2.9B
- PE funds
- 12
- Investments held
- 32 of 55
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $3.0M to $40.0MControl majority
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.92bn 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: 10 of 10 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 31, 2026
- RAUM
- $4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 12
- PE fund GAV, latest filing
- $2.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.9Bsum 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 $2.9B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 10
- Employees
- 32
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
53 observed deals
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
- $3.0M to $40.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 49, platform 5
- period
- to 2017-09-26, from 2011-07-18, undated holdings 48, dated observations 13
- window
- last 2017-09-26, first 2011-07-18
- control
- control 6, unknown 49
- companies
- 53
- geography
- count 1, share 0.019, value OK, count 1, share 0.019, value IN
- investments
- 55
- seller kinds
- family 1, founder 1
- transactions
- 6
- cadence by year
- 2011 platforms 1, 2012 platforms 1, other deals 1, 2015 platforms 1, 2016 add ons 1, 2017 platforms 1
- platform add on
- add ons 1, platforms 5, add ons per platform 0.2
- sector known for
- 18
- disclosed value usd
- n 0
- sector distribution
- count 6, share 0.113, value industrial manufacturing, examples Brown Machine, SES Foam, Oliver Packaging, Rush Manufacturing, count 4, share 0.075, value industrial services, examples Columbia Home Services (CHS), 360 Fire & Flood, Minuteman Security & Life Safety, U.S. Plumbing, Heating & Bath (USPHB), count 2, share 0.038, value healthcare services, examples Smile Design Dentistry, Team Select Home Care, count 2, share 0.038, value business services, examples Medical Solutions, Black Diamond Networks, count 1, share 0.019, value transportation logistics, examples LinkAmerica Corporation, count 1, share 0.019, value specialty distribution, examples Empire Auto Parts, count 1, share 0.019, value energy, examples Unirac, count 1, share 0.019, value tech enabled services, examples Sentinel Technologies
- holding period years
- n 2, median 3.9
- repeat counterparties
- subsector distribution
- count 4, share 0.075, value miscellaneous manufacturing, examples Brown Machine, SES Foam, Rush Manufacturing, NAP GLADU, count 2, share 0.038, value hvac plumbing mechanical, examples Columbia Home Services (CHS), U.S. Plumbing, Heating & Bath (USPHB), count 2, share 0.038, value staffing, examples Medical Solutions, Black Diamond Networks, count 1, share 0.019, value dental, examples Smile Design Dentistry, count 1, share 0.019, value remediation environmental, examples 360 Fire & Flood, count 1, share 0.019, value freight forwarding brokerage, examples LinkAmerica Corporation, count 1, share 0.019, value plastics rubber products, examples Oliver Packaging, count 1, share 0.019, value security fire life safety systems, examples Minuteman Security & Life Safety
53 companies on the graph (6 transactions); most in industrial manufacturing (6); 5 platforms and 1 add-ons; median observed hold 3.9 years (n=2); observed 2011 to 2017
Funds
10 on record, 5 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O••••• I•••••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $36.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•• I•••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $76.3M as of Mar 29, 2024 | no Form D | Unknown | |
| T•••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $1.7B as of Mar 29, 2024 | no Form D | Unknown | |
| N••••• W•••• S•••• T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $25.1M as of Mar 29, 2024 | no Form D | Unknown | |
| T•••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $933M as of Mar 29, 2024 | no Form D | Harvest | |
| T•• A•• L• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $408,460 as of Mar 29, 2019 | no Form D | Wound down | |
| T•• S• A•• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $171,788 as of Mar 29, 2019 | no Form D | Wound down | |
| T•••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $95.9M as of Mar 29, 2024 | no Form D | Harvest | |
| T•••• C•••••• P••••••• S•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $40.3M as of Mar 29, 2024 | no Form D | Mature | |
| T•••• C•••••• P••••••• F••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $3.5M as of Apr 2, 2014 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| T•••• C•••••• P••••••• I•• L••• | Private Equity Fund | 2026 to 2026 | $1.6B filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| T•••• C•••••• P••••••• I•••• L••• | Private Equity Fund | 2026 to 2026 | $818M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| N• T•••• C•••••••• F••• 2••••••• L••• | Private Equity Fund | 2026 to 2026 | $24.7M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| B• T•••• C••• L••• | Private Equity Fund | 2026 to 2026 | $23.9M filed Mar 31, 2026 | reports.adviserinfo.sec.gov | |
| B• T•••• C• L••• | Private Equity Fund | 2026 to 2026 | $14.8M filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
Team
49 current, 2 former
Managing partner (3)
- M•••••• G•••• · Ceo And Managing Director · since Nov 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• G•••• · CEO & Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G•••• · CEO and Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (16)
- A••••••••• C••••••• · Manager, HR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• B••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• W••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• W••• · Managing 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)
- G••• S•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• C•••••• · Managing Director and Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•• J• C•••••• · Managing Director · since Nov 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• J• C•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M••••• · Managing 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)
- R•• L••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• J•••• L••••• · Managing Director · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• M•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• B••• · Managing Director · since Nov 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•••• B••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• B••• · Managing Director and Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (3)
- H••• R•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• Y••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (8)
- B•••• B••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• B••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• M•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• M••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••• K••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• C•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• R••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (8)
- A••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• T•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• N••••••• · 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)
- N••• H•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• M••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• D•••••• · 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)
Business development (3)
- B•••• S•••• · Senior Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• D•••• · Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• J•••••• · Managing Director, Head of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- H•••• W••• · Managing Director, Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- B•• K••••• · CFO / CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• D•••• K••••• · Cco & Cfo · since Oct 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• Y• · Vice President, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• S•••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F•••••• · Senior Associate, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• M•••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• A••• · Principal, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- C••• J• S•••••• · Managing Director · Nov 1, 2009 to Mar 29, 2019 Inference
- J••• P••••• B•••• · Managing Director · Nov 1, 2009 to Mar 31, 2022 Inference
Portfolio
55 relationships, 5 platforms, 1 add-ons
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 27, 2020 | Majority recapitalization | T•••• C•••••• M••••••••• L••• | Target (confirmed) | northstarcapital.com |
| Sep 26, 2017 | Platform acquisition | J•• I••••••••• | Sponsor (confirmed) | t••••••.com |
| Sep 8, 2016 | Add-on acquisition | S•• F••• | Sponsor (confirmed) | t••••••.com |
| Aug 31, 2015 | Platform acquisition | M•••••• S•••••••• | Sponsor (confirmed) | t••••••.com |
| Aug 1, 2012 | Platform acquisition | N•• G•••• | Sponsor (confirmed) | t••••••.com |
| Jun 8, 2012 | Majority investment | M•••••• S•••••••• | Sponsor (confirmed) | t••••••.com |
| Jul 18, 2011 | Platform acquisition | L••••••••• C••••••••• | Sponsor (confirmed) | t••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- A••••• A••••••• I••• 1 shared · one time · last Jan 1, 2021
LP commitments
8 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in T•••• C•••••• P••••••• I•• L••• $75.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in T•••• C•••••• P••••••• I••• L••• $100M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $125M calstrs.com
- N•• Y••• S•••• C••••• R••••••••• F••• in T•••• C•••••• P•••••••• L••• $25.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in T•••• C•••••• P•••••••• L••• $25.0M osc.ny.gov
- N•• J••••• D••••••• o• I••••••••• in T•••• C•••••• P••••••• I•• L••• $78.2M nj.gov
- N•• J••••• D••••••• o• I••••••••• in T•••• C•••••• P•••••••• L••• $50.0M nj.gov
- N•• J••••• D••••••• o• I••••••••• $100M nj.gov
Events
60 most recent
- May 31, 2026••• LockedLp commitment disclosedFactN•• J••••• D••••••• o• I•••••••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 31, 2026••• Locked
- Jun 30, 2025••• LockedLp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Apr 4, 2024••• Locked
- Nov 22, 2022••• Locked
- Oct 20, 2022••• Locked
- Oct 14, 2022••• Locked
- Oct 7, 2022••• Locked
- Aug 2, 2022••• Locked
- Jul 11, 2022••• Locked
- May 10, 2022••• Locked
- Jan 20, 2022••• Locked
- Dec 13, 2021••• Locked
- Dec 7, 2021••• Locked
- Dec 2, 2021••• Locked
- Nov 22, 2021••• Locked
- Oct 11, 2021••• Locked
- Aug 12, 2021••• Locked
- Jul 15, 2021••• Locked
- May 26, 2021••• Locked
- Mar 16, 2021••• Locked
- Oct 9, 2020••• Locked
- Jul 27, 2020••• Locked
- Jul 22, 2020••• Locked
- Sep 10, 2019••• Locked
- Aug 13, 2019••• Locked
- Jan 17, 2019••• Locked
- Oct 10, 2018••• Locked
- Oct 5, 2018••• Locked
- Sep 6, 2018••• Locked
- May 14, 2018••• Locked
- Jan 4, 2018••• Locked
- Oct 10, 2017••• Locked
- Oct 5, 2017••• Locked
- Sep 26, 2017••• Locked
- Sep 26, 2017••• Locked
- Nov 22, 2016••• Locked
- Oct 14, 2016••• Locked
- Aug 26, 2016••• Locked
- Jul 27, 2016••• Locked
- May 25, 2016••• Locked
- Apr 20, 2016••• Locked
- Mar 16, 2016••• Locked
- Mar 14, 2016••• Locked
- Jan 7, 2016••• Locked
- Sep 21, 2015••• Locked
- Sep 9, 2015••• Locked
- Aug 31, 2015••• Locked
- Aug 31, 2015••• Locked
- Jan 12, 2015••• Locked
- Nov 13, 2014••• Locked
- Feb 6, 2014••• Locked
- Dec 16, 2013••• Locked
- Oct 8, 2013••• Locked
- Feb 14, 2013••• Locked
- Jan 14, 2013••• Locked
- Dec 11, 2012••• Locked
- Aug 1, 2012••• Locked
- Aug 1, 2012••• Locked
- Jun 8, 2012••• Locked
Across the graphs
T•••• C•••••• M••••••••• 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.
Checking your plan…