DFX Intelligence
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A••• I••••••••• P••••••• L•
CandidateClassification candidateLower middle marketSEC registered investment adviser· New York, NYa•••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.1B
- PE fund assets
- $889M
- PE funds
- 0
- Investments held
- 2 of 2
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Last 12 months 1Most recent 11 months ago
- Graphs 2
- RAUM $7.1B
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 14 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.89bn Private Equity Fund GAV on the Form ADV filed 2024-12-23
- Strategies
- INFRASTRUCTURE
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 14 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 19, 2014 to May 8, 2026
- RAUM
- $7.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- $889Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $889Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 7%
- Fund type mix
- filed 2024-12-23, latest gav Other Private Fund $4.9B, Private Equity Fund $889M, latest counts Other Private Fund 13, Private Equity Fund 1, lifetime distinct Other Private Fund 13, Private Equity Fund 1
- Employees
- 19
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- 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
- add on 1, platform 1
- period
- to 2025-10-24, from 2025-10-24, undated holdings 1, dated observations 2
- window
- last 2025-10-24, first 2025-10-24
- control
- control 1, unknown 1
- companies
- 2
- geography
- investments
- 2
- seller kinds
- transactions
- 1
- cadence by year
- 2025 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share unknown, value tech enabled services, examples Pennsylvania Data Center Site, TierPoint
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share unknown, value data processing hosting, examples Pennsylvania Data Center Site, TierPoint
2 companies on the graph (1 transactions); most in tech enabled services (2); 1 platforms and 1 add-ons; observed 2025 to 2025
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• I••••••••• 3• L•• ADV: Private Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $889M as of Dec 23, 2024 | no Form D | Unknown |
Team
3 current, 5 former
Partner (2)
- A••••• C•••••• Z••••••• · Non-Member Manager · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• Z••••••• · Non-Member Manager · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- A••• L••• P•••• · Chief Compliance Officer · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- A•••• D•••• G••• · Manager · Apr 1, 2014 to Jun 25, 2024 Inference
- K•••• M•••••• D• S•••• · Non-Member Manager · Jul 1, 2014 to Aug 2, 2022 Inference
- L•••• A••• K••• · Partner · Dec 1, 2013 to Mar 29, 2016 Inference
- R•••••• M••• K••••• · Manager · Jun 1, 2015 to Jun 25, 2024 Inference
- A•••••• M••• W•••• · Chief Compliance Officer · May 1, 2015 to Jun 17, 2016 Inference
Portfolio
2 relationships, 1 platforms, 1 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| P••••••••• D••• C••••• S••• add-on to T•••••••• | Add-on | active | Oct 24, 2025 transaction announcement | 11 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•••••••• | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 24, 2025 | Add-on acquisition | P••••••••• D••• C••••• S••• | Sponsor (confirmed) | datacenterdynamics.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Legal advisers (1)
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Oct 24, 2025
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
6 most recent
- Sep 16, 2026A••• to Purchase UGI’s P••••••••• Electric Utility, A•••’s 20th Portfolio Investment
- Sep 16, 2026A••• Increases Ownership Stake and Investment in T•••••••• D••• C••••• Platform
- Sep 16, 2026T•••••••• Acquires P••••••••• D••• C••••• S••• with Plans for 100MW Expansion
- May 8, 2026A••• I••••••••• P••••••• L•: Private Equity Funds on Form ADV 1 (2024 extract) -> 0 (roster 2026-09-01)
- Jul 1, 2025A••• Portfolio Company, LAZ Parking Acquires Majority Stake in Indigo Park Canada
- Dec 19, 2014A••• I••••••••• P••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
A••• I••••••••• P••••••• 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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