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 / N•• F•••••• I•••
N•• F•••••• I•••
New F•••••• is a global investment manager of nature-based real assets and natural capital strategies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 8 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-10-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 8 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 12, 2012 to Oct 29, 2024
- RAUM
- $684Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $45.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $658Mevery private fund type, latest filing
- 2024 PE fund GAV
- $45.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-10-29, latest gav Real Estate Fund $612M, Private Equity Fund $45.9M, latest counts Real Estate Fund 3, Private Equity Fund 2, lifetime distinct Real Estate Fund 4, Private Equity Fund 4
- Employees
- 23
- Headquarters
- San Francisco, CA
- Office address
- 315 MONTGOMERY STREET, STE 1003, San Francisco, CA, 94105
- Business phone
- 415-321-3300
Stated criteria beside observed behaviour
11 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Asia, Global
- 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
- roles
- unknown 5, platform 6
- period
- to 2026-03-04, from 2020-02-27, undated holdings 5, dated observations 12
- window
- last 2026-03-04, first 2020-02-27
- control
- control 6, unknown 5
- companies
- 11
- geography
- investments
- 11
- seller kinds
- transactions
- 6
- cadence by year
- 2020 platforms 1, 2023 platforms 1, 2024 platforms 1, 2025 platforms 2, 2026 platforms 1
- platform add on
- add ons 0, platforms 6, add ons per platform 0
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.182, value agriculture, examples McPhee Beef Farms, Australia & New Zealand
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.182, value agriculture, examples McPhee Beef Farms, Australia & New Zealand
11 companies on the graph (6 transactions); most in agriculture (2); 6 platforms and 0 add-ons; observed 2020 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• E•• P••••••• F••• L•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $413,667 as of Aug 16, 2021 | no Form D | Wound down | |
| F••••• C•••••• S•••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $44.2M as of Oct 29, 2024 | no Form D | Mature | |
| F••••• C••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.7M as of Oct 29, 2024 | no Form D | Unknown | |
| N•• F•••••• T••••••• A••• F••••• F••• 2• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| N•• F•••••• T••••••• A••• F••••• F••• 2• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
25 current, 15 former
Managing partner (4)
- J•••••• S••••• B••••• · Managing Director, 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)
- M••• N••••••• R••••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• N••••••• R••••• · Chief Executive Officer; Director · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• R••••• · Chief Executive Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (5)
- D•••• S•••••• · Managing Director, A•••••••• and N•• Z•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••••• S•••• · Senior Managing Director, Head of Emerging M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••• · Managing Director, North America · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•• Z•••••• · and Global Head of Investments · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Y••• K••••• · Managing Director, A••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (3)
- D•••• B••••••••• · Chairman Of The Board, Director · since Oct 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••• E••••• · Executive Director, Global Funds Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• E••••• · Director · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- R••••• W••••• H••••• · Director, Vice President · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• W••••• R•••••••• · Vice President, Director Of Investments · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Investor relations (1)
- S•••• C•••••• · Executive Director, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (10)
- A••••• R•• S•••••• · Treasurer, Head Of Us Finance · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• A•• N•••••• · Secretary · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• R••••••••• W•••• · Vice President, Assoc Director Of Operations · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• M••••••• · Vice President, Director Of Operations · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• L•••••• C••••••• · Chief People Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• B•••••• C••• · General Counsel · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• F•••••• Z••••• · Vice President, Assoc Director Of Operations · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• K•••••• · Chief Compliance Officer · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• C••••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• K••••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
15 former (kept with end dates)
- T••••• J••• A•••••• H••• · Associate Treasurer · Aug 1, 2018 to Dec 7, 2018 Inference
- B•••• S••••••••• · President, Managing Director, New F•••••• Us · Mar 1, 2015 to Jul 11, 2022 Inference
- B•••• S••••••••• · Manager, C••••• Investments And Policy · Sep 1, 2008 to Sep 27, 2013 Inference
- D••••• W•••• · Member · Sep 1, 2001 to Sep 28, 2018 Inference
- Y•••• T••••• · Member · Sep 1, 2001 to Sep 28, 2018 Inference
- Z•• R••• · Member · Sep 1, 2001 to Sep 28, 2018 Inference
- D•••• B••••••••• · Director, U.S. Operations And Investments, And Director · Apr 1, 2011 to Oct 14, 2015 Inference
- G•••• M••• L• R••• · Chief Financial Officer, Treasurer And Secretary · Sep 1, 2015 to Apr 16, 2021 Inference
- L••••• M••••••••• · Chief Compliance Officer · Nov 1, 2018 to Apr 16, 2021 Inference
- P••••• I•••• F••• · Chief Compliance Officer · Mar 1, 2021 to Sep 28, 2023 Inference
- S••••••••• J••••• N•••••• · Chief Financial Officer And Treasurer · Nov 1, 2020 to Sep 30, 2021 Inference
- D•••• B•••• · Chairman Of The Board, Director · Feb 1, 2007 to Jun 27, 2023 Inference
- D•••• W•••••• B•••• · Director · Apr 1, 2008 to Sep 28, 2017 Inference
- R•••• K••••••• · Director · Feb 1, 2007 to Sep 27, 2013 Inference
- J•••• E••• B••••• · Vice President · Aug 1, 2018 to Sep 30, 2021 Inference
Portfolio
11 relationships, 6 platforms, 0 add-ons
Transactions
7 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 4, 2026 | Platform acquisition | B•••••••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
| Aug 25, 2025 | Platform acquisition | M••••• B••• F•••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
| Mar 26, 2025 | Platform acquisition | O•• H••••••• C••••••••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
| Nov 14, 2024 | Platform acquisition | U• S•••• t•••••• L••••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
| Oct 5, 2023 | Exit to a strategic buyer | F••••• | Seller (confirmed) | xn--n-1hnaaaaaaaa.com |
| Jun 22, 2023 | Platform acquisition | M•••••• F••••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
| Feb 27, 2020 | Platform acquisition | F••••••• A••••• o• B••••••••• S••••• | Sponsor (confirmed) | xn--n-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- G••••• C•••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2018
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
57 most recent
- Sep 9, 2026News 9 September 2026 New F•••••• appoints Sam R•••••••• as Global Head... New F•••••• has appointed Sam R•••••••• as Global Head of Investments, leading its global investment platform alongside his North American role. Read more >
- Jun 30, 2026News 30 June 2026 New F•••••• recognised as Boutique Investment Man... New F•••••• has been recognised as Boutique Investment Manager of the Year – APAC at the Environme... Read more >
- Jun 24, 2026News 24 June 2026 New F•••••• expands footprint in the United State... New F•••••• has acquired 44,200 acres of plantation forestry in Washington State, expanding its US footprint and creating opportunities across timber, carbon and conservation. Read more >
- Apr 30, 2026News 30 April 2026 Pioneering a Global Standard: New F•••••• and Nat... New F••••••, a global investment manager, has partnered with NatureHelm to standardise nature measurement and provide transparency across its nature-based Read more >
- Mar 4, 2026New F••••••’ $600 million ANZLAFF fund acquires... S•••••: 4 March 2026 -New F••••••, a global investment manager of nature-based real assets and natur...
- Mar 4, 2026News 4 March 2026 New F••••••’ $600 million ANZLAFF fund acquires... S•••••: 4 March 2026 -New F••••••, a global investment manager of nature-based real assets and natur... Read more >
- Dec 9, 2025News 9 December 2025 New F•••••• completes final sale for its Australi... The fund’s final sale includes Taieri F•••••• and Otago Estate in N•• Z••••••, closing ANZFF2 after a decade of strong returns and sustainability achievements. Read more >
- Nov 12, 2025News 12 November 2025 New F••••••’ TAFF2 acquires a 75% stake in KFPL... Kolombangara landowner share transfer marks major milestone after 30 years Read more >
- Nov 4, 2025News 4 November 2025 New F•••••• featured in The Weekly Times A••••••••’s leading rural and agribusiness publication spotlighted New F••••••’ growing footprint in agricultural investment Read more >
- Sep 8, 2025News 8 September 2025 New F•••••• expands portfolio in A••••• by acquir... New F••••••’ first investment in S•••• A••••• and second acquisition for its A•••••n F••••••• Impact Platform Read more >
- Aug 25, 2025New F••••••’ ~$600 million ANZLAFF fund acquire... S•••••: 25 August 2025 - New F••••••, a global investment manager of nature-based real assets and na...
- Aug 25, 2025News 25 August 2025 New F••••••’ ~$600 million ANZLAFF fund acquire... S•••••: 25 August 2025 - New F••••••, a global investment manager of nature-based real assets and na... Read more >
- Jun 4, 2025News 4 June 2025 New F•••••• makes first foray into Vietnam with t... SINGAPORE: 4 June 2025 – New F••••••, a global investment manager of nature-based real assets and ... Read more >
- May 15, 2025News 15 May 2025 New F•••••• makes first hire in Europe with Anne ... S•••••/L•••••: 15 May 2025 – New F••••••, a global investment manager of nature-based real assets ... Read more >
- Apr 29, 2025NEWS 29 April 2025 New F••••••’ T••••••• A••• F••••• Fund 2 contin... SINGAPORE: 29 April 2025 – New F••••••, a global investment manager of nature-based real assets an... Read more >
- Mar 26, 2025New F•••••• partners with Oji Holdings to establi... S•••••: 26 March 2025 – New F•••••• has entered into a partnership with Oji Holdings to establis...
- Mar 26, 2025News 26 March 2025 New F•••••• partners with Oji Holdings to establi... S•••••: 26 March 2025 – New F•••••• has entered into a partnership with Oji Holdings to establis... Read more >
- Jan 15, 2025NEWS 15 January 2025 New F•••••• announces final close of A•••••••• Ne... L•••••/S•••••, 15 January 2025 - New F••••••, a global investment manager of nature-based real asset... Read more >
- Nov 15, 2024NEWS 15 November 2024 New F•••••• makes investment in the U• S•••• t•••••• L••••• – 14 November 2024 - New F••••••, the global investment manager of nature-based real assets... Read more >
- Nov 14, 2024New F•••••• makes investment in the U• S•••• t•••••• L••••• – 14 November 2024 - New F••••••, the global investment manager of nature-based real assets...
- May 7, 2024NEWS 7 May 2024 New F•••••• appoints Managing Director, A••••• New F•••••• announces Y••• K••••• as Managing Director, A••••• Read more >
- Apr 5, 2024Paper 5 April 2024 The Rise of Interest in F••••••• Investments F••••••• investment has grown steadily over the past 35 years to become a core part of many institutional investment portfolios. Read more >
- Mar 13, 2024NEWS 13 March 2024 New F•••••• makes two senior hires across investm... S•••••: 13 March 2024 – New F••••••, a global investment manager of nature-based real assets and n... Read more >
- Dec 20, 2023New F•••••• announces first close of A•••••••• Ne... Demand for natural capital grows as investors look to meet investment, climate, and nature goals
- Dec 20, 2023NEWS 20 December 2023 New F•••••• announces first close of A•••••••• Ne... Demand for natural capital grows as investors look to meet investment, climate, and nature goals Read more >
- Nov 29, 2023NEWS 29 November 2023 Alberta Investment Management Corporation and New... S•••••, AUSTRALIA & EDMONTON, CANADA: 29 November 2023 - Alberta Investment Management Corporati... Read more >
- Oct 5, 2023UniSuper, PPF and APG acquire F••••• and Tasmania... New F•••••• to continue as investment manager
- Oct 5, 2023NEWS 5 October 2023 UniSuper, PPF and APG acquire F••••• and Tasmania... New F•••••• to continue as investment manager Read more >
- Jul 27, 2023NEWS 27 July 2023 Environmental Finance Award Wins New F•••••• is proud to have won two awards at the Environmental Finance Sustainable Investment Awards 2023 Read more >
- Jun 22, 2023New F•••••• acquires M•••••• F••••• in California
- Jun 22, 2023NEWS 22 June 2023 New F•••••• acquires M•••••• F••••• in California New F•••••• acquires M•••••• F••••• in California Read more >
- Apr 28, 2023Report 28 April 2023 New F•••••• Sustainability Report 2022 New F••••••' Sustainability Report 2022 shows how the investments New F•••••• manage are contributing to nature-based solutions, a circular bioeconomy and shared prosperity. Read more >
- Apr 26, 2023NEWS 26 April 2023 New F•••••• bolsters A••••• team with five appoin... New hires to drive business growth to help scale sustainable forestry in Sub-Saharan A••••• Read more >
- Feb 2, 2023NEWS 2 February 2023 New F•••••• appoints Managing Director, North Ame... Focused on scaling nature-based solutions, contributing to the circular bioeconomy and delivering impact to communities Read more >
- Jan 12, 2023NEWS 12 January 2023 M••• R••••• appointed Chief Executive Officer of ... D•••• B•••• to take on the role as Chair of New F•••••• Read more >
- Dec 15, 2022Paper 15 December 2022 New F••••••’ outlook for F••••••• Investment In those outlooks the key themes included the steady shift of wood supply from harvesting extensive ... Read more >
- Dec 14, 2022NEWS 14 December 2022 New F••••••’ outlook for F••••••• Investment In those outlooks the key themes included the steady shift of wood supply from harvesting extensive ... Read more >
- Sep 6, 2022NEWS 6 September 2022 New F•••••• launches New Agriculture and appoints... New business division created to grow agriculture portfolio globally, starting in A•••••••• and N•• Z•••••• Read more >
- Jul 5, 2022Case study 5 July 2022 Sustainable Investment in S•••••••• A•••n Plantat... Case Study from the T••••••• A••• F••••• Fund in Laos Read more >
- Jul 4, 2022Case study 4 July 2022 Wenita Predator Free Dunedin Case Study analysis of the partnership with Predator Free Dunedin, N•• Z•••••• Read more >
- Jul 4, 2022Paper 4 July 2022 Managing C••••• from Investments in Natural Clima... Large-scale investment in Natural C•••••• S•••••••• (NCS) is required as part of the transition to a... Read more >
- Jun 27, 2022Case study 27 June 2022 Partnering with Birdlife A•••••••• for Species Mo... Case Study analysis of the F••••••• Investment Trust Read more >
- May 16, 2022Case study 16 May 2022 Catalysing Sustainable Impact through Blended Fin... New F•••••• has developed an innovative blended finance structure for its latest investment fund for S•••••••• A•••. Read more >
- May 4, 2022NEWS 4 May 2022 M••••• and N••••• enter agreement to acquire New ... M••••• and N••••• enter agreement to acquire New F•••••• Read more >
- Mar 3, 2022NEWS 3 March 2022 New F•••••• announces first close of T••••••• Asi... Institutional investors help to catalyze change across S•••••••• A•••’s forestry sector Read more >
- Aug 13, 2021NEWS 13 August 2021 New F•••••• announces two key appointments and fo... New F••••••, the global forestry investment manager, today announces two key appointments. Read more >
- Jul 20, 2021NEWS 20 July 2021 New F•••••• acquires forestry properties from Fru... 156,000-acre forest further expands New F••••••’ assets and capital under management in the US to ... Read more >
- Jul 9, 2021NEWS 9 July 2021 New F•••••• joins the PRI’s Inevitable Poli... First A••••••••n Asset Manager associated with the IPR S••••• – 9 July 2021 – New F•••••• Pty... Read more >
- Jan 14, 2021NEWS 14 January 2021 New F•••••• Appoints Adrian Williams as CFO S••••• – 14 January 2021 – Sydney-based investment management firm New F•••••• has appointed Adr... Read more >
- May 8, 2020NEWS 8 May 2020 New F•••••• Announces Conversion of $1.3 billion ... S•••••, 8 May 2020 – International forestry investment manager New F•••••• announced the extension... Read more >
- Mar 31, 2020NEWS 31 March 2020 New F•••••• Appoints Property Manager for Planned... S••••• – 31 March 2020 – A••••••••-based forestry investor New F•••••• today announced that foll... Read more >
- Mar 12, 2020NEWS 12 March 2020 New F•••••• Publishes C•••••• Disclosure Report &... S••••• – 12 March 2020 – International forestry investment manager New F•••••• today released it... Read more >
- Feb 27, 2020New F•••••• to Acquire F••••••• A••••• o• B••••••••• S••••• - 27 February 2020 -- A••••••••-based forestry investor New F•••••• today announced that inve...
- Feb 27, 2020NEWS 27 February 2020 New F•••••• to Acquire F••••••• A••••• o• B••••••••• S••••• - 27 February 2020 -- A••••••••-based forestry investor New F•••••• today announced that inve... Read more >
- Dec 5, 2019NEWS 5 December 2019 New F•••••• appoints property manager for Wairara... S•••••/TAURANGA, 5 December 2019 – New F•••••• is pleased to announce the appointment of F••••• En... Read more >
- Jul 3, 2019NEWS 3 July 2019 New F•••••• Settles Purchase of Hikurangi F••••• ... S•••••, 2 July 2019 – New F•••••• is pleased to announce that it has finalised the acquisition of ... Read more >
- Dec 12, 2012N•• F•••••• I••• first filed Form ADV in the extract (ERA)
Across the graphs
N•• F•••••• I••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Real 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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