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.
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Firms / P••••••• C•••••• M••••••••• L••
P••••••• C•••••• M••••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 8 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.48bn Private Equity Fund GAV on the Form ADV filed 2024-08-09
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-2)R6: 7 of 8 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Aug 9, 2024
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $3.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 88%
- Fund type mix
- filed 2024-08-09, latest gav Private Equity Fund $3.5B, latest counts Private Equity Fund 4, lifetime distinct Hedge Fund 1, Private Equity Fund 7
- Employees
- 10
- Headquarters
- New York, NY
- Office address
- 667 MADISON AVE, 22ND FLOOR, New York, NY, 10065
- Business phone
- (212 ) 207-6820
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
3 on record, 5 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••••• E••••• P•••••••• L•• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $1.4B as of Aug 9, 2024 | no Form D | Early deployment | |
| P••••••• I••••••••• P••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $141M as of Aug 9, 2024 | no Form D | Unknown | |
| D••••••• T•• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $607M as of Aug 9, 2024 | no Form D | Harvest |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| P••••••• I••••••••• P••••••• I• L••• | Private Equity Fund | 2017 to 2020 | $2.6B filed May 29, 2020 | adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2014 to 2020 | $1.4B filed May 29, 2020 | adviserinfo.sec.gov | |
| P••••••• C•••••• P••••••• V• L••• | Private Equity Fund | 2017 to 2024 | $1.4B filed Aug 9, 2024 | adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2016 to 2019 | $887M filed Jul 31, 2019 | adviserinfo.sec.gov | |
| name not on record | Hedge Fund | 2012 to 2023 | $747M filed Mar 20, 2023 | adviserinfo.sec.gov |
Team
2 current, 1 former
Partner (1)
- J••• C••••••••• H•••••• · Shareholder · since Oct 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- K•••• F•••••• O••••••••• · Chief Compliance Officer · since Dec 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- B•••• K• R••••• · Managing Partner, Us Private Equity · Dec 1, 2011 to Feb 21, 2014 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| date unknown | Exit to a strategic buyer | B•• I••••••••• | Strategic acquirer (confirmed) | windjammercapital.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
- Feb 13, 2012P••••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
P••••••• C•••••• M••••••••• 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.
Checking your plan…