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 / A•••••••• C•••••• P•••••••
A•••••••• C•••••• P•••••••
Private equity firm that specializes in the investment of government-regulated sectors and adjacent verticals.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $9.11bn 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: 13 of 13 distinct vehicles are sworn P•••••• Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 29, 2024
- RAUM
- $9.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $9.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $9.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $9.1Bsum 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 $9.1B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 13
- Employees
- 27
- Headquarters
- Bethesda, MD
- Office address
- 7272 WISCONSIN AVENUE, SUITE 1500, Bethesda, MD, 20814-5011
- Business phone
- 202-337-7500
Stated criteria beside observed behaviour
150 observed deals
Stated by the firm
- Sectors
- infrastructure
- 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
- We believe the relationship between A•••••••• and management is fundamental to achieving our collective objectives, and thus we seek to build an atmosphere between principals and agents that finds the right balance between collaboration and governance
Observed from deals on record
- roles
- add on 39, unknown 40, platform 83
- period
- to 2026-07-07, from 2001-01-01, undated holdings 7, dated observations 265
- window
- last 2026-07-07, first 2003-04-28
- control
- control 110, unknown 52
- companies
- 150
- geography
- count 4, share 0.027, value CA, count 3, share 0.02, value VA, count 2, share 0.013, value MA, count 2, share 0.013, value TX, count 2, share 0.013, value MD, count 2, share 0.013, value PA, count 2, share 0.013, value CT, count 2, share 0.013, value MI
- investments
- 162
- seller kinds
- family 1, founder 1, sponsor 1, unknown 1, corporate parent 1
- transactions
- 111
- cadence by year
- 2003 platforms 1, 2004 platforms 2, 2005 platforms 2, 2006 add ons 1, platforms 2, 2007 platforms 4, 2008 add ons 1, platforms 2, 2009 add ons 1, platforms 1, 2010 other deals 1, 2011 other deals 1, 2012 add ons 2, platforms 1, 2013 platforms 2, 2014 platforms 2, 2015 platforms 3, 2016 platforms 5, 2017 platforms 3, other deals 1, 2018 add ons 1, platforms 4, 2019 add ons 5, platforms 7, other deals 2, 2020 add ons 1, platforms 2, 2021 add ons 1, platforms 10, 2022 add ons 7, platforms 1, 2023 exits 1, add ons 5, platforms 4, 2024 add ons 7, platforms 3, other deals 1, 2025 add ons 4, other deals 1, 2026 add ons 2, platforms 3
- platform add on
- add ons 39, platforms 83, add ons per platform 0.47
- sector known for
- 97
- disclosed value usd
- n 0
- sector distribution
- count 33, share 0.22, value aerospace defense, examples Cadence Aerospace, Perfekta, Inc., Firth Rixson Forgings Limited, FMI Industries, count 14, share 0.093, value software, examples Asymmetrik Ltd., Compusearch, Octo, Avenu Insights & Analytics, count 12, share 0.08, value life sciences, examples TEAM Technologies, Millstone Medical Outsourcing, Everest Clinical Research, RapidWerks’, count 11, share 0.073, value industrial manufacturing, examples Stellant Systems, GRAM, Kinetic Engine Systems, Doncasters Group’s Blaenavon Forging Business, count 5, share 0.033, value industrial services, examples TRP Infrastructure Services, SECOR International, Inc., Ethide Laboratories, TRP, count 5, share 0.033, value business services, examples ENERCON, Design & Development Engineering Services Corporation, AdVenture Interactive, Microtel LLC, count 4, share 0.027, value tech enabled services, examples Integrated Data Services, Apogen Technologies, Novetta Solutions, MindPoint Group, count 4, share 0.027, value consumer services, examples ManTech’s Defense Advanced Research Projects Agency, Proximity Advisory Services, Proximity, PRKK, LLC
- holding period years
- n 13, median 3.9
- repeat counterparties
- role legal adviser, shared 6, entity id 506f59f5-0bf5-47d0-8b9f-c89c6ca155fd, role legal adviser, shared 5, entity id b4ea5322-1afa-4c66-944e-31e2b1fd8a21, role legal adviser, shared 4, entity id 39e2be91-b610-4efd-99df-04e32b56b0d7, role legal adviser, shared 3, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16, role legal adviser, shared 3, entity id 518b747b-9ab8-44db-9ac4-9fbc3cddd863, role financial adviser, shared 2, entity id 972e1673-30ae-4e54-ace9-7b30d975c941, role sell side adviser, shared 2, entity id 299ebe64-321f-4fcf-a8c3-bca3af6ba80c, role sell side adviser, shared 2, entity id 972e1673-30ae-4e54-ace9-7b30d975c941, role legal adviser, shared 2, entity id bd2a5dfb-7e26-4b3f-928e-fdb1e6bd995c, role legal adviser, shared 2, entity id c831a54a-dc12-43a5-ab2f-6edbf0aa024b, role legal adviser, shared 2, entity id a7ba7dc3-4fb6-414a-9ff2-a8e19d5c9b50, role sell side adviser, shared 2, entity id 1a19de0d-da84-49f7-b0b7-0cedd66f340c
- subsector distribution
- count 33, share 0.22, value aerospace defense, examples Cadence Aerospace, Perfekta, Inc., Firth Rixson Forgings Limited, FMI Industries, count 14, share 0.093, value software, examples Asymmetrik Ltd., Compusearch, Octo, Avenu Insights & Analytics, count 7, share 0.047, value medical devices, examples TEAM Technologies, Millstone Medical Outsourcing, RapidWerks’, Concord Biomedical Sciences and Emerging Technologies, Inc., count 5, share 0.033, value miscellaneous manufacturing, examples Stellant Systems, GRAM, Tex Tech, Grand River Aseptic Manufacturing, count 5, share 0.033, value life sciences, examples Everest Clinical Research, AVS Bio, Cambridge Major Labs, MycoScience, count 4, share 0.027, value personal care services, examples ManTech’s Defense Advanced Research Projects Agency, Proximity Advisory Services, Proximity, PRKK, LLC, count 4, share 0.027, value engineering services, examples ENERCON, Design & Development Engineering Services Corporation, Microtel LLC, Pond & Company, count 2, share 0.013, value specialty trade other, examples TRP Infrastructure Services, TRP
150 companies on the graph (111 transactions); most in aerospace defense (33); 83 platforms and 39 add-ons; median observed hold 3.9 years (n=13); observed 2001 to 2026
Funds
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••••• C•••••• P••••••• V•• L••• ADV: P•••••• Equity Fund | Buyout fund | 2023 first reported on Form ADV | $4.2B as of Mar 29, 2024 | no Form D | Early deployment | |
| T••••• C•••• P•••••• O••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $301M as of Mar 29, 2024 | no Form D | Unknown | |
| A•••••••• C•••••• P••••••• V• L••• ADV: P•••••• Equity Fund | Buyout fund | 2020 first reported on Form ADV | $3.3B as of Mar 29, 2024 | no Form D | Active deployment | |
| A•••••••• C•••••• P••••••• I•• L••• ADV: P•••••• Equity Fund | Buyout fund | 2016 first reported on Form ADV | $1.2B as of Mar 29, 2024 | no Form D | Mature | |
| A•••••••• C•••••• P•••••••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $56.1M as of Mar 31, 2014 | no Form D | Wound down | |
| A•••••••• C•••••• P••••••• I••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $35.6M as of Mar 29, 2024 | no Form D | Mature | |
| A•••••••• C•••••• P••••••• I•• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $24.1M as of Mar 29, 2024 | no Form D | Mature | |
| A•••••••• C•••••• P••••••• O•••••••• L••• ADV: P•••••• Equity Fund | Buyout fund | unknown | $11.2M as of Mar 31, 2014 | no Form D | Wound down | |
| S•• H••••• I• L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $6.5M as of Mar 30, 2015 | no Form D | Wound down | |
| V•• H••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $2.0M as of Jan 23, 2017 | no Form D | Wound down | |
| S•• H••••• I•• L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.4M as of Mar 30, 2015 | no Form D | Wound down | |
| A•••••••• C•••••• P••••••• E••••••• C••••••••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $375,125 as of Mar 31, 2014 | no Form D | Wound down | |
| V•• H••••• I•• L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $370,065 as of Jan 23, 2017 | no Form D | Wound down | |
| A•••••••• F••• V•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
101 current, 7 former
Managing partner (23)
- D•••• C•••••• W•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••••• W•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• C•••••• W•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• W•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••••• F•••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• A••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• L••••••• A••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••••• A••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (28)
- B•• R•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• R•••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• N••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• C•••••• W•••••••• · Member · 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)
- D•••• C•••••• W•••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• C•••••• W•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• C•••••• W•••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- G••••• A•••••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- G••••• A•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• A••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• F•••• · a Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••••• F•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••••• H••••• F•••• · Member · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• L••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• L••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••••• A••••• · Member · 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)
- M•••••• L••••••• A••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Member · 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)
- M•••••• H••••• L•••••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• S•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- P•••• M•••••• M•••• · Member · since Jun 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• M•••••• M•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- R••••• K•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- R••••• K•••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Principal (14)
- B•• R•••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• N••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- D•••• C•••••• W•••••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- G••••• A•••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- H•••• A••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••• L•• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••• L•• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J•••• L•• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• L••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• L••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• G••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••••• A••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M•••••• H••••• L•••••••• · a Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
Vice president (25)
- B•• R•••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•• R•••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•• R•••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• N••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• N••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- B•••• N••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- C•••• S•••••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- E•••• S•• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- E•••• S•• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- E•••• S•• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- G••••• A•••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- G••••• A•••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- H••••••• B•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• A••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- H•••• A••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- J••• S•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• W•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• C••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• V•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• G••••••••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- M••• R••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H••••• L•••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, B••••••• Wire public pages and RSS)
- N••••••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• A••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (8)
- A•••• G•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• G•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• Y••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• M•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• H••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• G•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• W••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- C••••••••• A• S••••• · Managing Director, Head of Capital M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- B•••• J•••• F•••• · Chief Financial Officer And Chief Compliance Officer · 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••• T•••• · Managing Director, Head of Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
7 former (kept with end dates)
- P••• G••••• S•••• · Member-A•••••••• Management, Llc · Nov 1, 1998 to Mar 30, 2015 Inference
- P•••• W••••• S•••••• · Partner-A•••••••• Capital Ii, L.P. · Jun 1, 2005 to Mar 30, 2018 Inference
- R•••••• W•••••• S•••• · Member-A•••••••• Management, Llc · Nov 1, 1998 to Mar 30, 2015 Inference
- R••••• I••••• K•••• · Partner · Jun 1, 2005 to Mar 30, 2018 Inference
- D••••••• L••••• P••••• · Chief Financial Officer/Chief Compliance Officer · Jun 1, 2017 to Oct 25, 2021 Inference
- M•••••• K•••• B•••••• · Chief Financial Officer/Chief Compliance Officer-A•••••••• Management E•••••••s, Llc · Mar 1, 2007 to Jan 23, 2017 Inference
- R••• K•••••• · Chief Financial Officer/Chief Compliance Officer-A•••••••• Management E•••••••s, Llc · Nov 1, 2016 to Jun 12, 2017 Inference
Portfolio
162 relationships, 83 platforms, 39 add-ons
Transactions
129 on record
Placement agents, lenders, advisers and co-investors
46 relationships
Placement agents (1)
- E••••••• G•••• L••••• 3 shared · strong · last Jan 1, 2023
Financial advisers (21)
- B•••• 4 shared · strong · last Mar 7, 2024
- L••••• 2 shared · recurring · last Jan 31, 2019
- L•••••• I••••••••• L•• 2 shared · recurring · last Oct 2, 2023
- K••••••••• • C•• 2 shared · recurring · last Jun 14, 2023
- H••••••• L•••• 1 shared · one time · last Sep 11, 2018
- C•••••• M•• A••••••• 1 shared · one time · last Nov 1, 2023
- C••••••• C•••••• 1 shared · one time · last Nov 23, 2021
- W•••••• B•••• • C••••••• L••••• 1 shared · one time · last Jan 11, 2022
- M••••• A•••••••• 1 shared · one time · last Mar 23, 2026
- F•••••••• P••••••• 1 shared · one time · last Oct 1, 2025
- D• A••••••• 1 shared · one time · last Jun 20, 2024
- H••••• W••••••• 1 shared · one time · last Nov 25, 2024
- A•• A••••••• L•• 1 shared · one time · last Jan 12, 2026
- A•••• P••••••• 1 shared · one time · last Sep 26, 2023
- S••• • C•••••• 1 shared · one time · last Sep 26, 2023
- B••••• P••••••• 1 shared · one time · last Jan 30, 2024
- R•••••• J•••• • A••••••••• I••• 1 shared · one time · last Aug 19, 2021
- R••• B•••• 1 shared · one time · last Nov 25, 2024
- R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Aug 2, 2023
- P••••••••• P• 1 shared · one time · last Nov 1, 2023
- S••••• 1 shared · one time · last Jan 12, 2026
Legal advisers (24)
- S••••••• M••••• 6 shared · very strong · last Oct 9, 2025
- M••••••• F••••••• 5 shared · very strong · last Oct 9, 2025
- R•••••• • H•••••• L•• 4 shared · strong · last Mar 7, 2024
- H•••••• • K••••• 3 shared · strong · last Nov 23, 2021
- K••••••• • E•••• L•• 3 shared · strong · last Mar 23, 2026
- D•• P•••• 2 shared · recurring · last Oct 1, 2025
- D••• • C••••••• L•• 2 shared · recurring · last Jan 12, 2026
- H••••••• L•••• 2 shared · recurring · last Oct 4, 2021
- G•••••• P•••••• 2 shared · recurring · last Nov 25, 2024
- H••••• W••••••• 1 shared · one time · last Oct 4, 2021
- G•••••• P•••••• 1 shared · one time · last Nov 1, 2023
- L•••• L••• L•• 1 shared · one time · last Jan 11, 2022
- V•••••• L•• 1 shared · one time · last Sep 6, 2022
- C•••• 1 shared · one time · last Mar 23, 2026
- J•••••• W••••• S••••••• 1 shared · one time · last Mar 23, 2026
- G•••••••• T•••••• 1 shared · one time · last Jan 30, 2024
- M••••••• • F••••••• L•• 1 shared · one time · last Jan 12, 2026
- S••••• P••••• B•••• 1 shared · one time · last Oct 6, 2021
- R••• B••••• 1 shared · one time · last Oct 6, 2021
- K••• • S••••••• 1 shared · one time · last Mar 7, 2024
- C•••••• M•• A••••••• 1 shared · one time · last Nov 1, 2023
- P••••••••• P• 1 shared · one time · last Nov 1, 2023
- C•••••• L•• 1 shared · one time · last Nov 25, 2024
- M•••••• N••••• 1 shared · one time · last Mar 19, 2025
LP commitments
4 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in A•••••••• C•••••• P••••••• V•• L••• $300M calpers.ca.gov
- C••••••••• P••••• E••••••••• R••••••••• S••••• in T••••• C•••• P•••••• O••••••••• L••• $300M calpers.ca.gov
- A••••• P•••••••• F••• C••••••••• $102M apfc.org
- T•••••••• R••••••••• S••••• o• t•• S•••• o• I••••••• in A•••••••• C•••••• P•••••••• L••• amount not disclosed trsil.org
Events
60 most recent
- Sep 15, 2026A•••••••• C•••••• P••••••• to Sell R••••••••• M•••••• to Novanta
- Sep 15, 2026A•••••••• C•••••• P••••••• Enters into Definitive Agreement to Sell Tex-T••• I••••••••• to Michelin
- Sep 15, 2026A•••••••• C•••••• P••••••• to Sell S••••••• S••••••, Inc to TransDigm Group for $960 Million
- Sep 15, 2026A•••••••• C•••••• P••••••• to Sell B••••••• to AeroVironment
- Sep 15, 2026B••••••• and E•••••• T•••••••••, A•••••••• C•••••• P••••••• Portfolio Companies, Combine to Create Global D•••••• T••••••••• Leader
- Sep 15, 2026A•••••••• C•••••• P••••••• to Sell J•• W•••••••• S••••••• to CBRE
- Sep 15, 2026A•••••••• C•••••• P•••••••-Backed P•••••• S•••• Announces Key Executive and Board Appointments
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell O••• to IBM
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the A••••••••• of M•••••••• M•••••• O•••••••••
- Sep 15, 2026T••• A•••••, A Portfolio Company of A•••••••• C•••••• P•••••••, Completes A••••••••• of Q••••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company, B•••••••, Announces the A••••••••• of A•••••••••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company, B•••••••, Announces the A••••••••• of C•••••• D••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Signs Definitive Agreement to Acquire S•••••• P••••••• • A•••••••, Inc. and Combine it with MCR, LLC
- Sep 15, 2026A•••••••• C•••••• P••••••• Completes the A••••••••• of S••••••• S••••••, formerly L••••••• T••••••••• E••••••• D•••••• and Narda Microwave-West D•••••••s
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the A••••••••• of MCR
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company, B•••••••, Bolsters T•••nical Capabilities and I••••••••• Property with the A••••••••• of I••••••••• A•••••••••, Inc.
- Sep 15, 2026A•••••••• C•••••• P••••••• Signs Definitive Agreement to Acquire L••••••• T••••••••• E••••••• D•••••• and Narda Microwave-West D•••••••s; Will Form S••••••• S••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces A••••••••• of T•• I••••••••• S•••••••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company, B•••••••, Announces the A••••••••• of DDES, Expanding its Space Capabilities
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the Sale of M•••••••• P••••••• to Filtration Group
- Sep 15, 2026A•••••••• C•••••• P••••••• Closes the A••••••••• of T•••••••• C••••••••• B•••••••, F•••••• Q••••• A••••••••
- Sep 15, 2026ARLINGTON CAPITAL ANNOUNCES TYTO ATHENE TO ACQUIRE A••••• D•••••• S••••••••• I• P••••••••• S••••••• B•••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces Strategic Minority Investment by Goldman Sachs
- Sep 15, 2026B•••••••, an A•••••••• C•••••• P••••••• Portfolio Company, Announces the A•••••••••s of Base2 E••••••••• and Fortego in C•••• and SIGINT Portfolio Expansion
- Sep 15, 2026A•••••••• Capital Announces O•••’s Strategic Combination with Sevatec
- Sep 15, 2026A•••••••• Capital, in Partnership with Management, Announces Investment in E•••••• C••••••• R••••••• Corporation
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the Formation of B••••••• through the Combination of A•••• T•••••••••, Applied T••••••••• Associates, and Brilligent S••••••••
- Sep 15, 2026G••• Partners with J•••••• & J•••••• on M••••••••• in Fight Against COVID-19
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell C••••••• to KBR, Inc. for $827 million
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces A••••••••• of J•• W•••••••• S••••••• in Partnership with Management
- Sep 15, 2026A•••• T•••••••••, an A•••••••• C•••••• P••••••• Portfolio Company, Announces the A••••••••• of E•••••••• I•••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company C•••••• A•••••••• Announces the A••••••••• of Premier Processing
- Sep 15, 2026C•••••••, an A•••••••• C•••••• P••••••• Portfolio Company, Announces the A•••••••••s of The D••••• Knowledge Company and PreTalen
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces A••••••••• of F•••• R••••• F••••••• from Arconic as Part of F••••• S•••••••• G••••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company R••••• A•••••••• Announces the A••••••••• of D••••••••• A•••••••• F•••••• and Fabricating B••••••• in Sheffield and Shrewsbury
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell Q•••••• S•••••• to NV5 Global, Inc. for $303 Million
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces A••••••••• of D••••••••• G•••••• B•••••••• F•••••• B••••••• and Creation of F••••• S•••••••• G••••
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company C•••••• A•••••••• Announces the A••••••••• of B&E
- Sep 15, 2026M•••••••• P••••••• Group, an A•••••••• C•••••• P••••••• Portfolio Company, Announces A••••••••• of the O••• L••• C••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces Investment in A•••• T••••••••• and the Appointment of Jonathan Moneymaker as CEO
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the Sale of O•••••• S••••••
- Sep 15, 2026O••• Acquires C••••••• to Enhance Open Source Software D••••••••• Capabilities
- Sep 15, 2026A•••••••• C•••••• P••••••• Acquires a M••••ity Interest in R••••••••• M••••••
- Sep 15, 2026T•• T••• I•••••••••, a Portfolio Company of A•••••••• Capital, Closes the A••••••••• of H••••••• I••••••••• C••••••, Laminating and D•••••• B•••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Closes the A••••••••• of T•••••• G•••••• F•••••• and Fabrication Facilities, Creating R••••• A••••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Acquires M••••ity Interest in O••• C•••••••••
- Sep 15, 2026T••• A•••••, a Portfolio Company of A•••••••• Capital, Announces the A••••••••• of IITC
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell E••••••• R••••••• to FLIR Systems, Inc. for $385 million
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell M•••••••• to Tyler T•••••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the A••••••••• of T•••••• G•••••• F•••••• and Fabrication Facilities
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the A••••••••• of I••••••••• T•••••••••, Inc.
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the Sale of A•••••• T•••••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Portfolio Company M•••••••• P••••••• Group Announces A••••••••• of the H••••• S•••••••® B•••••••
- Sep 15, 2026A•••••••• C•••••• P••••••• Announces the Sale of U••••• F••••••• to S••••s Group
- Sep 15, 2026A•••••••• C•••••• P•••••••’ Portfolio Company C•••••• A•••••••• Announces the A••••••••• of P•••••••• I•••
- Sep 15, 2026A•••••••• C•••••• P••••••• has Completed the A••••••••• of B•••• B•••• G••••••••• S•••••••• B•••••••, forming T••• A•••••
- Sep 15, 2026I•••••••• A••••••••• I•••••••••, a Portfolio Company of A•••••••• Capital, Announces the A••••••••• of DGS
- Sep 15, 2026A•••••••• C•••••• P••••••• Has Sold Z••••, Global Leader in Optical and Illumination D••••• Software, to EQT
- Sep 15, 2026A•••••••• C•••••• P••••••• Agrees to Sell P•••••• A•••• to Parsons
- Sep 15, 2026investments
Across the graphs
A•••••••• C•••••• P••••••• 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.
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