DFX Intelligence

Private Equity Intelligence

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Firms / B•••••••• P••••••• L••

B•••••••• P••••••• L••

Buyout firmUpper middle marketBoston, MAb•••••••••.comSEC registered investment adviser

An investment firm with a 35-year history of partnering with high-potential companies. Our sector expertise is a foundation to creating superior value.

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 26 of 26 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $23.27bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies: INFRASTRUCTURE

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 26 of 26 distinct vehicles are sworn Private Equity Funds; 23 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 29, 2024
RAUM: $23Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 23
PE fund GAV, latest filing: $23Breported gross assets (Form ADV), not fund size
All private fund GAV: $23Bevery private fund type, latest filing
2024 PE fund GAV: $23Bsum 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 $23B, latest counts Private Equity Fund 23, lifetime distinct Private Equity Fund 26
Employees: 166
Headquarters: Boston, MA
Office address: 200 CLARENDON STREET 35TH FL, Boston, MA, 02116-5040
Business phone: (617) 227-0050

Stated criteria beside observed behaviour

12 observed deals

Stated by the firm

Sectors: distribution, industrials, healthcare, technology, consumer, media telecom, infrastructure
Geography: United States
Revenue: not stated or not yet read
EBITDA: not stated or not yet read
Enterprise value: $200M to $2.0B
Equity check: not stated or not yet read
Control: majority
Thesis: We seek to partner with high-potential, resilient businesses we believe are well-positioned for long-term growth and to emerge as market leaders.

Observed from deals on record

roles: unknown 10, platform 1, standalone 1
period: to 2026-06-23, from 2000-01-01, undated holdings 7, dated observations 9
window: last 2026-06-23, first 2021-04-06
control: control 2, unknown 10
companies: 12
geography: count 1, share 0.083, value SC
investments: 12
seller kinds: sponsor 1
transactions: 4
cadence by year: 2021 exits 1, other deals 1, 2025 other deals 1, 2026 other deals 1
platform add on: add ons 0, platforms 1, add ons per platform unknown
sector known for: 6
disclosed value usd: n 0
sector distribution: count 2, share 0.167, value software, examples Comlinkdata, Accela, count 1, share 0.083, value specialty distribution, examples United Flow Technologies, count 1, share 0.083, value aerospace defense, examples Consolidated Precision Products, count 1, share 0.083, value financial services, examples Harbourfront Wealth, count 1, share 0.083, value consumer services, examples Fast Growing Trees, LLC
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.083, value software, examples Comlinkdata, count 1, share 0.083, value hardware plumbing hvac wholesale, examples United Flow Technologies, count 1, share 0.083, value aerospace defense, examples Consolidated Precision Products, count 1, share 0.083, value financial services, examples Harbourfront Wealth, count 1, share 0.083, value vertical software, examples Accela, count 1, share 0.083, value other personal services, examples Fast Growing Trees, LLC

12 companies on the graph (4 transactions); most in software (2); 1 platforms and 0 add-ons; observed 2000 to 2026

Funds

26 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B•••••••• F••• X•• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$1.8B as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• X•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$462M as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• X••••• L••• ADV: Private Equity Fund	Feeder or parallel	2024 first reported on Form ADV	$161M as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• X•••••• S••• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$79.1M as of Mar 29, 2024	no Form D	Unknown
B•••••••• D• I• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$59.2M as of Mar 29, 2024	no Form D	Unknown
B•••••••• D•••••• I••••••••• F•••••• L••• ADV: Private Equity Fund	Infrastructure fund	2024 first reported on Form ADV	$12.4M as of Mar 29, 2024	no Form D	Unknown
B•••••••• D•••••• I••••••••• F•••• L••• ADV: Private Equity Fund	Infrastructure fund	2023 first reported on Form ADV	$229M as of Mar 29, 2024	no Form D	Early deployment
B•••••••• D•••••• I••••••••• F•••••• L••• ADV: Private Equity Fund	Infrastructure fund	2023 first reported on Form ADV	$19.3M as of Mar 29, 2024	no Form D	Early deployment
P••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$769M as of Mar 29, 2024	no Form D	Early deployment
P••••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$391M as of Mar 29, 2024	no Form D	Early deployment
P•••• L••• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$379M as of Mar 29, 2024	no Form D	Early deployment
P•••••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$91.2M as of Mar 29, 2024	no Form D	Early deployment
B•••••••• F••• X• L••• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$3.7B as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• X••• L••• ADV: Private Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$2.9B as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• I• C••••••••• F•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$744M as of Mar 29, 2024	no Form D	Mature
B•••••••• F••• I••• C••••••••• F•••• L••• ADV: Private Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$92.0M as of Mar 29, 2024	no Form D	Mature
B•••••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$5.0B as of Mar 29, 2024	no Form D	Mature
B•••••••• F••• I•••• L••• ADV: Private Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$2.0B as of Mar 29, 2024	no Form D	Mature
B•••••••• F••• V•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.6B as of Mar 29, 2024	no Form D	Harvest
B•••••••• F••• V•••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$1.0B as of Mar 29, 2024	no Form D	Harvest
B•••••••• F••• V•• L•••••• P••••••••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$564M as of Mar 29, 2024	no Form D	Mature
B•••••••• F••• V••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$175M as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• V• L•••••• P••••••••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$38.3M as of Mar 30, 2017	no Form D	Wound down
B•••••••• F••• V••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$32.6M as of Mar 29, 2024	no Form D	Unknown
B•••••••• F••• I•• L•••••• P••••••••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$15.3M as of Dec 15, 2015	no Form D	Wound down
B•••••••• F••• V• C••••••••• F•••• L•••••• P••••••••• ADV: Private Equity Fund	Co-investment vehicle	unknown	$6.7M as of Jul 25, 2012	no Form D	Wound down

Team

40 current, 9 former

Partner (33)

A••••• C••••••••• W••••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A••• N•• S•••••••• · Managing Director · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B••••••• D•••• L••• · 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)
B•••• L••••• G•••••••• · Managing Director · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C•••••• M• C••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• M• C••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••• M• C••••••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
C••••••••• J• H••••• · Managing Director · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
D•••• C••••• B•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
D•••• C••••• B•••••• · Managing Director · 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)
D•••• C••••• B•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••••• J• W••••• · Managing Director · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E•••••••• L• H•••••• · Managing Director · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
G••• J••••• P••••• · Managing Director · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
H•••• E••••• R•••••• · Managing Director · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••••• D• N•••• · Managing Director · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••••• J••••• M•••• · Managing Director · since Jan 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• a• L•••••• · Managing Director · since Jan 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• B• J•••••• · Managing Director · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••••• G• H••• · Managing Director · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• T• C•••••••• · Managing Director · since Jan 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L••••••• S• H••••••• · Managing Director · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L••••••• S• H••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
L••••••• S• H••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
M•••• F•• P•••• · Managing Director · 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)
M•••••• A•••• J•••••• · Managing Director · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• C• A•••••• · Managing Director · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• A•••••••• S•••••••• · Managing Director · 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)
R••••• J• S•••• · Managing Director · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••• M• J•••• · Managing Director · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••• H•••• · 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)
S••••••• A•••• A•••• · 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)
S••••• W•••••• S•••• · Managing Director · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Business development (2)

M•••••• B•••• G•••• · Managing Director, Business Development · 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)
N•• A•••• K•••••••• O••••••••• · Managing Director, Business Development And Investor Relations · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (5)

E••• R• S•••• · Chief Technology Officer And Ciso · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••••• S• B•••• · Managing Director And Chief Financial Officer · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• B••••••• A••••••• · Chief Compliance Officer · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• C• H••••• · Managing Director And General Counsel · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T•••• H• T••••••• · Managing Director And Chief Operating Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

9 former (kept with end dates)

B•••••• M• B•••• · Managing Director · Mar 1, 1986 to Mar 29, 2019 Inference
D•••• R• P••••• · Managing Director · Jan 1, 2000 to Mar 30, 2018 Inference
J••• B••••••••• · Managing Director · Jan 1, 1994 to Mar 30, 2018 Inference
M•••••• J••• B••••• · Managing Director · Jan 1, 2021 to Mar 31, 2023 Inference
R•••••• K• L•••• · Managing Director · Mar 1, 1986 to Mar 29, 2019 Inference
T••••• Y••• K•• · Managing Director · Jan 1, 2016 to Mar 30, 2021 Inference
C••••••••• W•••••• D•••• · Chief Operating Officer · Jan 1, 2018 to Mar 30, 2021 Inference
G•••• H• G••••••• · Chief Administrative Officer · Jul 1, 2005 to Mar 31, 2015 Inference
J••• J•••••• W••••••• · Chief Operating Officer · Sep 1, 2014 to Mar 30, 2018 Inference

Portfolio

12 relationships, 1 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
H••••••••• W•••••	Role unknown	active	Jun 23, 2026 transaction announcement	3 months	D•••• C••••• B•••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
U••••• F••• T•••••••••	Role unknown	active	Dec 8, 2025 transaction announcement	10 months	L••••••• S• H••••••• (confirmed)	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
F••• G•••••• T••••• L••	Standalone	unknown	Sep 20, 2021 transaction announcement	5.0 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•••••••••	Platform	active	Apr 6, 2021 transaction announcement	5.5 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Y••• I•••••••	Role unknown	active	Jan 1, 2000 year stated on the firm's page	26.7 years	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• P•••••••• P•••••••	Role unknown	exited exited Sep 8, 2026	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••••••• W•••• • S••••••• R••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• T•••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••• G•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T••• o• S•••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
Y••• R•••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Transactions

6 on record

Date	Type	Target	This firm’s role	Source
Sep 8, 2026	Exit to a strategic buyer	C••••••••• P•••••••• P•••••••	Seller (confirmed)	b•••••••••.com
Jun 23, 2026	Growth investment	H••••••••• W•••••	Sponsor (confirmed)	b•••••••••.com
Dec 8, 2025	Growth investment	U••••• F••• T•••••••••	Sponsor (confirmed)	b•••••••••.com
Aug 2, 2024	Exit to a strategic buyer	V•••• C•••	Strategic acquirer (confirmed)	leonardgreen.com
Sep 20, 2021	Majority investment	F••• G•••••• T••••• L••	Sponsor	peprofessional.com
Apr 6, 2021	Sponsor to sponsor	C•••••••••	Sponsor (confirmed)	alpineinvestors.com

Placement agents, lenders, advisers and co-investors

14 relationships

Placement agents (6)

E••••••• G•••• L••••• 6 shared · very strong · last Jan 1, 2024
G•••••• S•••• • C•• L•• 4 shared · strong · last Jan 1, 2024
R•••••• J•••• • A••••••••• I••• 4 shared · strong · last Jan 1, 2024
U•• S••••••••• L•• 4 shared · strong · last Jan 1, 2024
C••••••• L•••••• • C•• I••• 3 shared · strong · last Jan 1, 2024
M••••••• G••••• I••• 2 shared · recurring · last Jan 1, 2021

Financial advisers (6)

G•••••• S•••• • C•• L•• 1 shared · one time · last Jun 23, 2026
C••• C•••••• M•••••• 1 shared · one time · last Jun 23, 2026
W•••••• B•••• 1 shared · one time · last Dec 8, 2025
R•••••• J•••• L••• 1 shared · one time · last Apr 6, 2021
B•• C•••••• M•••••• C•••• 1 shared · one time · last Jun 23, 2026
P•••• S•••••• L••• 1 shared · one time · last Jun 23, 2026

Legal advisers (2)

R•••• • G••• L•• 1 shared · one time · last Dec 8, 2025
S••••••• E•••••• a•• K••••••• • E•••• 1 shared · one time · last Jun 23, 2026

LP commitments

4 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in B•••••••• F••• X• L••• $305M calpers.ca.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• in B•••••••• F••• X•• L••• $300M calpers.ca.gov
A••••• P•••••••• F••• C••••••••• in B•••••••• F••• X• L••• $40.0M apfc.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in B•••••••• F••• X•• L••• $50.0M content.copera.org

Events

11 most recent

Sep 8, 2026
GE Aerospace to Acquire C••••••••• P•••••••• P••••••• (CPP), Expanding Mission-Critical Castings Capacity
ExitFactC••••••••• P•••••••• P•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Sep 8, 2026
GE Aerospace to Acquire C••••••••• P•••••••• P••••••• (CPP), Expanding Mission-Critical Castings Capacity
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 23, 2026
H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation
Growth investmentFactH••••••••• W•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Jun 23, 2026
H••••••••• W••••• Announces New Strategic Investment by B•••••••• Partners at C$1.775B Valuation
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Jun 17, 2026
Thoreau to Make Strategic Growth Investment in Ensemble
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Mar 27, 2026
B•••••••• P••••••• L••: Private Equity Funds on Form ADV 23 (2024 extract) -> 26 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Dec 8, 2025
U••••• F••• T••••••••• Announces Strategic Investment From B•••••••• Partners
Growth investmentFactU••••• F••• T•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Dec 8, 2025
U••••• F••• T••••••••• Announces Strategic Investment From B•••••••• Partners
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Sep 30, 2025
EP Wealth Announces Investment by Ares Management
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
Apr 6, 2021
Alpine Investors Signs Definitive Agreement to Sell C••••••••• to B•••••••• Partners SAN FRANCISCO–(BUSINESS WIRE)–Alpine Investors (“Alpine”), a middle-market private equity firm, today announced that it has agreed to s...
Platform investmentFactC•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 10, 2012
B•••••••• P••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority63 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity7 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.06666666666666667,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness92 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.9166666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Family Office Intelligence (matched on shared crd)
Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 60
Sources: 4
Open research tasks: 9

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

B•••••••• P••••••• L•• is the same institution as 4 records in Family Offices, Independent Sponsors, RIA and Wealth and Allocators.

Family Offices1Independent 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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