DFX Intelligence
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T•••••• •••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· New York, NYt•••••••••.com
Buyout firm, based in New York, NY.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $659M
- PE funds
- 20
- Investments held
- 0 of 25
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors manufacturing,consumer
- Graphs 2
- Placement agents 4
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.66bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 22, 2020 to Apr 29, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 20
- PE fund GAV, latest filing
- $659Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $659Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-27, latest gav Private Equity Fund $659M, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 12
- Employees
- 12
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
25 observed deals
Stated by the firm
- Sectors
- manufacturing, consumer
- 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 25
- period
- to unknown, from unknown, undated holdings 25, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 25
- companies
- 25
- geography
- investments
- 25
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.04, value tech enabled services, examples CentriLogic, count 1, share 0.04, value business services, examples Woolpert
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.04, value it services msp, examples CentriLogic, count 1, share 0.04, value management consulting, examples Woolpert
25 companies on the graph (0 transactions); most in tech enabled services (1); no dated observations
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••••• L••• N••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $88.8M as of Nov 27, 2024 | no Form D | Early deployment | |
| T•••••• o• S••••••••• T•• U• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $60.1M as of Nov 27, 2024 | no Form D | Early deployment | |
| T•••••• R••••• S•••• T••••• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $19.8M as of Nov 27, 2024 | no Form D | Early deployment | |
| T•••••• R• N••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $106M as of Nov 27, 2024 | no Form D | Early deployment | |
| T•••••• o• L••• R•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $175M as of Nov 27, 2024 | no Form D | Active deployment | |
| T•••••• O••••••••• I• ••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $40.3M as of Nov 27, 2024 | no Form D | Unknown | |
| T•••••• o• S••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $15.8M as of Nov 27, 2024 | no Form D | Unknown | |
| T•••••• o• S•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $57.7M as of Nov 27, 2024 | no Form D | Active deployment | |
| T•••••• R• R• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $48.3M as of Nov 27, 2024 | no Form D | Unknown | |
| T•••••• R• Y• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $25.2M as of Nov 27, 2024 | no Form D | Mature | |
| T•••••• o• S•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $20.8M as of Nov 27, 2024 | no Form D | Harvest | |
| T•••••• o• W• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $883,326 as of Nov 27, 2024 | no Form D | Harvest |
Team
49 current, 1 former
Managing partner (3)
- E••• A•••• S•••••• · Founding Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••• M••••• A••••••••• · Founding Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••• M••••• A••••••••• · Founding Partner · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- A•••• S•••• C• B••••• · Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• F••••• · Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• L••••• · Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• K••••• · Client Relationship Manager - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• L••• · Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A• H••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• P•••••• D•• · Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••••• H•••••• · Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• G•••••• · Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (7)
- B••••••• S••• · Director - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• P•••••• · Director - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• A•••• S•••••• · 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•••••••• C••••••• · Director - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• W•••• · Director - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A•••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- M••••••• C••••• · Vice President - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• P•••••••• · Vice President - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• A•••••• · Vice President - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (7)
- A••••• M•••••• · Associate - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• P•••••••• · Associate - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• M••••••• · Associate - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• H•••• · Associate - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• D•••••• · Associate - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• M••••••• · Associate - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• W•••••• · Associate - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (5)
- C••••••••• P•••••• · Analyst - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••• · Analyst - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O•••• K••• · Analyst - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• R••••••••• · Analyst - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• R•••••• · Analyst - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (12)
- B•• B••••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• J• D•••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• S••••••• · Operating Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• W••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• L•••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••• R•••• · Operating Partner - ESG - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A••••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• M••••• · Operating Partner - New York · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P••••• · Operating Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• M•••••••• · Operating Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• R•••••• · Operating Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• P••••••• H•••••• · Operating Partner - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- D•••• J•••• A•••• · Chief Compliance Officer · 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)
- D•••• J•••• A•••• · Chief Financial Officer and Chief Operating Officer - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• P•••• · Executive Assistant and Office Manager - London · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- P••••••• M•••••••• · Director · Jan 1, 2020 to Nov 16, 2023 Inference
Portfolio
25 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- T•••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2022
- E••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2024
- C•••••• S••••••••• I•• 1 shared · one time · last Jan 1, 2023
- H•••••••• A••••••••• L•• 1 shared · one time · last Jan 1, 2023
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
48 most recent
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- Sep 27, 2019••• Locked
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- Mar 29, 2018••• Locked
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Across the graphs
T•••••• •••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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