DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

B•••••••• I••••••••• M••••••••• L••

Venture firm with private equity activityClassification probableMiddle marketSEC registered investment adviser· Princeton, NJ

••• Locked

As of 2026-09-23 · identity and classification; each section below carries its own date

Regulatory AUM: $677B
PE fund assets: $3.3B
PE funds: 43
Investments held: 6 of 6
Deals, last 12 months: Not established

Funds and vehicles Team (6)Transactions

As of 2026-09-23 · identity and classification; each section below carries its own date

Why this matters

Also held on 5 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 5
0 lenders and 25 placement agents appear beside this firm on the record.
Placement agents 25
Reported $677B of regulatory assets at its last Form ADV filing.
2026-07-24
RAUM $677B

Classification

How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShow

Class: Venture firm with private equity activityprobable, confidence 70%
Basis: The venture graph classifies the same adviser CORPORATE_VENTURE
Size band: Middle marketdefined by: proxy: $4.55bn Private Equity Fund GAV on the Form ADV filed 2024-12-23

Classification history (2)

Sep 13, 2026
Venture firm with private equity activity (probable, 70%)
The venture graph classifies the same adviser CORPORATE_VENTURE
Sep 13, 2026
Buyout firm (confirmed, 85%)
121 of 169 distinct vehicles are sworn P•••••• Equity Funds; 42 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: Registered investment adviser
Form ADV filings: Mar 30, 2012 to Jul 24, 2026
RAUM: $677Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 43
PE fund GAV, latest filing: $3.3Breported gross assets (Form ADV), not fund size
All private fund GAV: $3.9Bevery private fund type, latest filing
2024 PE fund GAV: $3.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 72%
Fund type mix: Private equity fund: 43 funds, $3.3B reported gross assets, 121 ever reported
Hedge fund: 3 funds, $582M reported gross assets, 38 ever reported
Other private fund: 2 funds, 5 ever reported
Securitized asset fund: 1 fund, 4 ever reported
Liquidity fund: 1 ever reported
Form ADV filed Jul 24, 2026
Employees: 1,483
Headquarters: Princeton, NJ
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

6 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

On record: 6 companies, 6 holdings
Most deals: Financial services (1 of 6, e.g. Kraken)
Subsectors: Financial services (1 of 6)
Deal roles: 6 with role not stated
Control: 6 not stated

6 companies on the graph (0 transactions); most in financial services (1); no dated observations

Funds

73 on record, 51 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
A••••••• H••••••• I•• ••••• L•• ADV: Other P•••••• Fund	SPV	2021 first reported on Form ADV	$0 as of Jul 24, 2026		no Form D	Harvest
B•••••••• A••••••••• F•••• S•••••• S••••••••• • B•••••••• P•••••• E••••• O••••••••• E•••• ADV: P•••••• Equity Fund	Buyout fund	2020 first reported on Form ADV	$1.3B as of Jul 24, 2026		no Form D	Mature
B•••••• P•••••• O••••••••• F••••• F•••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$360M as of Jul 24, 2026		no Form D	Unknown
B•••••• P•••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$258M as of Jul 24, 2026		no Form D	Harvest
B•••••••• P•••••• O••••••••• F••• I•• ••••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$32.7M as of Jul 24, 2026		no Form D	Harvest
P•••••• E••••• P••••••• V•• U•• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$54.5M as of Jul 24, 2026		no Form D	Harvest
N•••• C••• P••• R••• E••••• I••••••••• P••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$10.8M as of Dec 23, 2024		no Form D	Mature
N•••• O••••••••• R••• E••••• I••••••••• P••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2018 first reported on Form ADV	$5.3M as of Dec 23, 2024		no Form D	Mature
N•••••• 1• F•••• L•• ADV: Other P•••••• Fund	buyout or unlabelled	2016 Form D first sale	$968M as of Dec 23, 2024		$930M	Mature
P•• A••• M••••• L••• ADV: Other P•••••• Fund	Fund of funds	2016 first reported on Form ADV	$202M as of Feb 27, 2017		no Form D	Wound down
O••••• P•• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$13.2M as of Jul 24, 2026		no Form D	Harvest
P•• A••• F••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$0 as of Feb 27, 2017		no Form D	Wound down
B•••••••• P•••••• O••••••••• F••• I• •••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2016 first reported on Form ADV	$0 as of Jul 24, 2026		no Form D	Unknown
F• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2016 first reported on Form ADV	$0 as of Jul 24, 2026		no Form D	Unknown
P•• S• I• U•••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$749M as of Feb 27, 2017		no Form D	Wound down
B••• P•••••• E••••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$148M as of Jul 24, 2026		no Form D	Unknown
B• P•• I•• C••••• M••••• F•••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2015 first reported on Form ADV	$130M as of Jul 24, 2026		no Form D	Harvest
B•••••••• P•••••• O••••••••• F••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$121M as of Jul 24, 2026		no Form D	Harvest
B•••••••• P•••••• O••••••••• F••• I•• •••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2015 first reported on Form ADV	$119M as of Jul 24, 2026		no Form D	Harvest
T•• E••••••••• L••••• P•••••• E••••• F••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$67.8M as of Jul 24, 2026		no Form D	Harvest
B•••• I••••••••• F•••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2015 first reported on Form ADV	$56.8M as of Jul 24, 2026		no Form D	Harvest
B•••• I••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$32.2M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F••• V••• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$22.2M as of Jul 24, 2026		no Form D	Harvest
F• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	2015 first reported on Form ADV	$0 as of Jul 24, 2026		no Form D	Unknown
B•••••••• P•••••• E••••• P••••••• V• U•• L••• ADV: P•••••• Equity Fund	Fund of funds	2014 first reported on Form ADV	$39.5M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$67.3M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F••• V• ••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$59.6M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F••• ••••••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$41.5M as of Jul 24, 2026		no Form D	Harvest
B• C••••••••• A••• I• F••••••••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$37.1M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• P•••••••• V• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$36.5M as of Jul 24, 2026		no Form D	Harvest
B•••••••• S•••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$30.0M as of Jul 24, 2026		no Form D	Harvest
B• C••••••••• A••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$25.5M as of Jul 24, 2026		no Form D	Harvest
B• C••••••••• B••• I• F•••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$5.9M as of Jul 24, 2026		no Form D	Harvest
B• C••••••••• B••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	2013 first reported on Form ADV	$2.9M as of Jul 24, 2026		no Form D	Harvest
E••••••• E••••• S••••• o• B•••••••• Q••••••••• P•••••••• L• ADV: Other P•••••• Fund	buyout or unlabelled	2013 first reported on Form ADV	$0 as of Jul 24, 2026		no Form D	Unknown
B•••••••• S•• I••••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$0 as of May 18, 2018		no Form D	Wound down
V•••• S••••• E••••••• F••• I•• B• ADV: P•••••• Equity Fund	Fund of funds	unknown	$77.6M as of Apr 2, 2012	no reporting	no Form D	Unknown
V•••• S••••• E••••••• F••• I•• a• ADV: P•••••• Equity Fund	Fund of funds	unknown	$61.3M as of Apr 2, 2012	no reporting	no Form D	Unknown
P•••••• P•••••••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$55.4M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• E••••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$51.2M as of Apr 2, 2012	no reporting	no Form D	Unknown
V•••• S••••• F••• I••• L••• • B• ADV: P•••••• Equity Fund	Fund of funds	unknown	$48.8M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• P•••••••• I••• L••• ••••••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$40.7M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• F••• I••• L••• •••••••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$20.7M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• F••• I•• ••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$18.7M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• P••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$15.7M as of Feb 17, 2021		no Form D	Wound down
V•••• S••••• F••• I• ••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$13.3M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$11.4M as of Feb 17, 2021		no Form D	Wound down
V•••• S••••• F••• I••• L••• • C• ADV: P•••••• Equity Fund	Fund of funds	unknown	$11.3M as of Dec 23, 2024		no Form D	Harvest
P•••••• P••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$9.5M as of Feb 17, 2021		no Form D	Wound down
V•••• S••••• P•••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$8.8M as of Jul 24, 2026		no Form D	Harvest
V•••• S••••• F••• I••• L••• • E• ADV: P•••••• Equity Fund	Fund of funds	unknown	$8.7M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• F••• I••• L••• • D• ADV: P•••••• Equity Fund	Fund of funds	unknown	$8.6M as of Dec 23, 2024		no Form D	Harvest
A••••• S••••• P•••••••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$8.6M as of Dec 23, 2024		no Form D	Harvest
A••••• S••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$5.9M as of Jul 24, 2026		no Form D	Harvest
F••••• S••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$3.4M as of Dec 23, 2024		no Form D	Harvest
V•••• S••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$2.9M as of Jul 24, 2026		no Form D	Harvest
A••••• S••••• P•••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$2.4M as of Jul 24, 2026		no Form D	Harvest
B•••••••• P•••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$2.1M as of Feb 17, 2021		no Form D	Wound down
A••••• S••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$1.6M as of Feb 17, 2021		no Form D	Wound down
P•••••• P•••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$1.1M as of Feb 17, 2021		no Form D	Wound down
A••••• S••••• P••••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
V•••• S••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
A••••• S••••• F••• I••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Harvest
B•••••••• P•••••• O••••••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
A••••• S••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
B•••••••• P•••••• E••••• S••••• F••• I• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Nov 11, 2019		no Form D	Wound down
B••••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
B•••••••• P•••••• E••••• S••••• F••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Feb 17, 2021		no Form D	Wound down
B•••••••• Q••••••••• I••••••••• L•• • C••• B••• E••••••• I•••• S••••• ••••• A•••••••• B••• I•••• S•••••• ADV: Other P•••••• Fund	Fund of funds	unknown	$0 as of Feb 7, 2013		no Form D	Wound down
A••••• S••••• P•••••••• I•• L•••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
S••• P•••••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
V•••• S••••• P•••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown
P•••••• P•••••••• I•• L••• ADV: P•••••• Equity Fund	Fund of funds	unknown	$0 as of Jul 24, 2026		no Form D	Unknown

Gross assets by year from the annual reporting tape

Fund	Type (ADV)	Years	Latest reported GAV	Source
S••• P•••••• O••••••••• F••• I•• L•••	P•••••• Equity Fund	2012 to 2020	$1.6B filed Dec 18, 2020	adviserinfo.sec.gov
T•••••• P•••••• O••••••••• L•••	P•••••• Equity Fund	2018 to 2020	$1.1B filed Dec 18, 2020	adviserinfo.sec.gov
R•• R•••• D••••• F••• I••• L•••	P•••••• Equity Fund	2015 to 2020	$875M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• A•• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$505M filed Dec 18, 2020	adviserinfo.sec.gov
V•• C• I••••• P•••••••• L•••	P•••••• Equity Fund	2018 to 2020	$400M filed Dec 18, 2020	adviserinfo.sec.gov
H••• R••• M•••••• L•••	P•••••• Equity Fund	2015 to 2020	$399M filed Dec 18, 2020	adviserinfo.sec.gov
M••••• o• O•••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$373M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••• P•••••• O••••••••• L•••	P•••••• Equity Fund	2015 to 2020	$360M filed Dec 18, 2020	adviserinfo.sec.gov
R•• R•••• D••••• I••••••••• F••• I•• L•••	P•••••• Equity Fund	2013 to 2020	$350M filed Dec 18, 2020	adviserinfo.sec.gov
B• P•• I• C••••• M••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$345M filed Dec 18, 2020	adviserinfo.sec.gov
O• P•••••• O••••••••• L•••	P•••••• Equity Fund	2015 to 2020	$336M filed Dec 18, 2020	adviserinfo.sec.gov
F• G••••• I••••••••• P•••••••• L•••	P•••••• Equity Fund	2018 to 2020	$305M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• 2••• E•••••••• P•••••• O••••••••• M••••• S•••	P•••••• Equity Fund	2020 to 2020	$283M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• 2••• E•••••••• P•••••• O••••••••• F••••• S•••	P•••••• Equity Fund	2020 to 2020	$280M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••• C••• P•••••• E••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$279M filed Dec 18, 2020	adviserinfo.sec.gov
H••• C•••• M•••••• L•••	P•••••• Equity Fund	2019 to 2020	$263M filed Dec 18, 2020	adviserinfo.sec.gov
N•••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2017 to 2020	$255M filed Dec 18, 2020	adviserinfo.sec.gov
B•••• C••••••••• F••• I•	P•••••• Equity Fund	2013 to 2020	$240M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• P•••••• O••••••••• F••• I•• L•••	P•••••• Equity Fund	2019 to 2020	$214M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••• C••• P•••••• E••••• F••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$207M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• M••••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$201M filed Dec 18, 2020	adviserinfo.sec.gov
H••• R••• F•••••• L•••	P•••••• Equity Fund	2015 to 2020	$194M filed Dec 18, 2020	adviserinfo.sec.gov
H••••••• F••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$185M filed Dec 18, 2020	adviserinfo.sec.gov
T•••• C•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2016 to 2020	$185M filed Dec 18, 2020	adviserinfo.sec.gov
H••• S••••• F•••• L•••	P•••••• Equity Fund	2016 to 2020	$177M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• P•••••• O••••••••• F••• I• •••••••• L•••	P•••••• Equity Fund	2019 to 2020	$170M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• M•• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$168M filed Dec 18, 2020	adviserinfo.sec.gov
S••••••• W•• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$152M filed Dec 18, 2020	adviserinfo.sec.gov
B••••• T••••••• O••••••••• L•••	P•••••• Equity Fund	2015 to 2021	$137M filed Nov 5, 2021	adviserinfo.sec.gov
B•••••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$128M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••• P•••••• O••••••••• F••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$128M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• G•• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$113M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• G•• P•••••• O••••••••• F••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$111M filed Dec 18, 2020	adviserinfo.sec.gov
T•• A••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2018 to 2020	$108M filed Dec 18, 2020	adviserinfo.sec.gov
1••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$104M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• M• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$104M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• I•••••••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$103M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• H•••••••• P•••••• O••••••••• F•••• L•••	P•••••• Equity Fund	2020 to 2020	$102M filed Dec 18, 2020	adviserinfo.sec.gov
T••• P•••••• M•••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$102M filed Dec 18, 2020	adviserinfo.sec.gov
L•••••• P•••••• P•••••• E••••• B•• L•••	P•••••• Equity Fund	2019 to 2020	$101M filed Dec 18, 2020	adviserinfo.sec.gov
C••• P•••••• O••••••••• L•••	P•••••• Equity Fund	2018 to 2020	$90.6M filed Dec 18, 2020	adviserinfo.sec.gov
H••• C•••• D••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$89.4M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• M• P•••••• O••••••••• F••••• F•••• L•••	P•••••• Equity Fund	2019 to 2020	$80.6M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• P•••••• O••••••••• F••• I• M••••• S•••	P•••••• Equity Fund	2019 to 2020	$80.2M filed Dec 18, 2020	adviserinfo.sec.gov
R•• R•••• D••••• I••••••••• F•••• L•••• 2••• S•••••	P•••••• Equity Fund	2012 to 2020	$69.6M filed Dec 18, 2020	adviserinfo.sec.gov
H••• R••• D••••• F•••• L•••	P•••••• Equity Fund	2015 to 2020	$58.8M filed Dec 18, 2020	adviserinfo.sec.gov
P•••••• E••••• P••••••• V•• ••••••••• L•••	P•••••• Equity Fund	2018 to 2020	$45.6M filed Dec 18, 2020	adviserinfo.sec.gov
T••• P•••••• M•••••• F••••• F•••• L••	P•••••• Equity Fund	2019 to 2020	$13.3M filed Dec 18, 2020	adviserinfo.sec.gov
H••• C•••• F•••••• L•••	P•••••• Equity Fund	2019 to 2020	$11.6M filed Dec 18, 2020	adviserinfo.sec.gov
B•••••••• P•••••• O••••••••• F••• I• F••••• S•••	P•••••• Equity Fund	2020 to 2020	$9.8M filed Dec 18, 2020	adviserinfo.sec.gov
H••• S••••• F•••••• L•••	P•••••• Equity Fund	2016 to 2020	$1.6M filed Dec 18, 2020	adviserinfo.sec.gov

Team

6 current, 7 former

Managing partner (2)

L••••••• D•••••• F••• · Chief Executive Officer · since Sep 1, 2006 Form ADV
R••••• S••••• K••••• · President · since Sep 1, 2007 Form ADV

Platform (4)

C•••••• C•••• S•• P••• · Chief Compliance Officer · since Sep 1, 2016 Form ADV
C••••••••• J••••• M•••• · General Counsel, Chief Legal Officer, And Senior Managing D•••••or · since Nov 1, 2016 Form ADV
M••••• S•••• · Chief Financial Officer And Senior Managing D•••••or · since Feb 1, 2024 Form ADV
R••••• L••••••• G•••••••• · Chief Operating Officer And Senior Managing D•••••or · since Jun 1, 2014 Form ADV

7 former (kept with end dates)

C•••••• S•••• H••••• · Co-President · Jun 1, 2014 to Oct 5, 2015 Inference
A•• M•••• P••••• · Chief Financial Officer · Jun 1, 2008 to May 21, 2013 Inference
B••••••••• A••••• B••••••• · Chief Compliance Officer · Mar 1, 2007 to Nov 17, 2014 Inference
C•••••• O••• · Chief Compliance Officer · Nov 1, 2014 to Sep 29, 2016 Inference
D••••• R• W••••••• · Deputy General Counsel · Oct 1, 1998 to Jun 19, 2013 Inference
G••• S•••••• S•••••• · Chief Financial Officer And Senior Managing D•••••or · May 1, 2013 to May 17, 2024 Inference
M•••••• J• M••••• · General Counsel · Feb 1, 2012 to Nov 22, 2016 Inference

Portfolio

6 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
D••••••••• a••••••••• i•••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference
K•••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference
L••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference
P••••••• M••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference
R••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference
V••••	Role unknown	active	unknown	unknown	unknown	Fact DFX cross-reference

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

25 relationships

Placement agents (25)

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 34 shared · very strong · last Jan 1, 2019
B•••••••• I••••••••• L•• 4 shared · strong · last Jan 1, 2013
P•• I••••••••• 3 shared · strong · last Jan 1, 2019
C•••••••• N••• 3 shared · strong · last Jan 1, 2019
W•••• F•••• I••••••••• L•• 1 shared · one time · last Jan 1, 2019
G••••••• S••••••••• U• 1 shared · one time · last Jan 1, 2021
D••••••• B••• ••••••• S• 1 shared · one time · last Jan 1, 2021
B••••••• B••• P•• 1 shared · one time · last Jan 1, 2021
W••••••••• T•••• I••••••••• M••••••••• 1 shared · one time · last Jan 1, 2019
Q•••••• P•••••• B••• ••••••••• L•• 1 shared · one time · last Jan 1, 2021
M•••• F•••• P••••••••• A• 1 shared · one time · last Jan 1, 2021
D••••••• B••• A•• H••• K••• B••••• 1 shared · one time · last Jan 1, 2019
P•••••••• D••••• P•••••• B•••••• S•••• 1 shared · one time · last Jan 1, 2021
B•• P•••••• S• 1 shared · one time · last Jan 1, 2021
D••••••• B••• A• 1 shared · one time · last Jan 1, 2021
Q•••••• P•••••• B••• ••••••• S•••• 1 shared · one time · last Jan 1, 2021
B••••••• B••• ••••••• S• 1 shared · one time · last Jan 1, 2021
L•• F•••••••• L•• 1 shared · one time · last Jan 1, 2019
A••••••• B••• I••••••••• S••• 1 shared · one time · last Jan 1, 2021
A••••••• B••• S•••• 1 shared · one time · last Jan 1, 2021
I••••••••• B••••••• N••• 1 shared · one time · last Jan 1, 2021
D••••••• B••• L••••••••• S••• 1 shared · one time · last Jan 1, 2021
D• U• B••• L•••••• 1 shared · one time · last Jan 1, 2021
D••••••• B••• A•• S•••••••• B••••• 1 shared · one time · last Jan 1, 2019
B••••• H•••••••• S••• 1 shared · one time · last Jan 1, 2021

LP commitments

2 disclosed

A••••• P•••••••• F••• C••••••••• in B•••••••• P•••••• O••••••••• F••• I••• L••• $100M apfc.org
A••••• P•••••••• F••• C••••••••• in B••• P•••••• E••••• C••••••••• F•••• L••• $100M apfc.org

Events

2 most recent

Jul 24, 2026
••• Locked
PE fund count changedFactForm ADV
Mar 30, 2012
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: 0 days
Research priority39 · moderate: Scale band: middle market
Completeness gap: 3 of 12 profile fields missing
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite0 · low: no components recorded
Not yet on record: no transactions on the graph for this firm yet
Profile completeness75 · high: Fields present: website, description, funds and 6 more
Not yet on record: transactions, stated criteria, lenders
Fund deployment activity0 · low: no components recorded

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)
Venture Capital Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 36
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

B•••••••• I••••••••• M••••••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Venture Capital1Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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…