DFX Intelligence
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M••••• S•••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· New York, NYm•••••••••.com
Hybrid manager, 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
- $160B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 4
- RAUM $160B
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 32 distinct vehicles; hedge, securitized or liquidity vehicles 28
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 32 distinct vehicles; hedge, securitized or liquidity vehicles 28
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 22, 2011 to Aug 6, 2026
- RAUM
- $160Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $12Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 3%
- Fund type mix
- filed 2024-07-02, latest gav Hedge Fund $13B, Other Private Fund $157M, latest counts Hedge Fund 17, Other Private Fund 1, lifetime distinct Hedge Fund 26, Other Private Fund 3, Private Equity Fund 1, Securitized Asset Fund 2
- Employees
- 223
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• S•••••• T••• 2•• O••••••••• M••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $931M as of Nov 3, 2021 | no Form D | Early deployment |
Team
16 current, 18 former
Managing partner (1)
- N••• A••••••••• · Interim Ceo And Chairman Of The Board Of Managers · start date unknown SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (6)
- A••••• M••• S••••• · Executive Managing Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• J••••• M••••••• · Senior Managing Director · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M• L••••••• · Vice Chairman, Executive Managing Director · since Jul 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• W•••••• A••••••• · Executive Managing Director · since Sep 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•••••• · Senior Managing Director · since Jun 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• A••• D•••••• · Executive Managing Director · since Mar 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (4)
- A•••• M•••••• K•••••••• · Elected To The Board Of Managers · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••••• R••••• M••••• · Elected To The Board Of Managers · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F•••••• M•••••• H•••• · Elected To The Board Of Managers · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• C• L•••••• · Elected To Board Of Managers · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (5)
- C••••••••• P••• F••••••••• · Chief Compliance Officer, Managing Director · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• M••••••• S••• · Chief Technology And Operations Officer, Senior Managing Director · since Jul 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D••••• C••••• · Chief Financial Officer, Senior Managing Director · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• A••••• B••••••••• · Chief Administrative Officer, Executive Managing 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)
- Y•••• L•• · General Counsel, Senior Managing Director · since Feb 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
18 former (kept with end dates)
- C••••••••• O••••• B•••• · Elected To Board Of Managers · Jun 1, 2015 to Mar 30, 2017 Inference
- D•••• G• B••••• · Elected To The Board Of Managers · Feb 1, 2014 to Mar 30, 2017 Inference
- D••• E••••• L••••• · Member Of The Board Of Managers · Nov 1, 2010 to Mar 30, 2012 Inference
- D••• E••••• L••••• · Elected To The Board Of Managers · Feb 1, 2014 to Aug 19, 2015 Inference
- J••• M•••••• G•••• · Member Of The Board Of Managers · Apr 1, 2011 to Mar 22, 2013 Inference
- J••• T••••• F••••••• · Elected To The Board Of Managers · Jan 1, 2013 to May 7, 2019 Inference
- J••• Y••• K•• · Member Of The Board Of Managers · Apr 1, 2008 to Sep 19, 2014 Inference
- M•••••• E••••• S•••••• · Member Of The Board Of Managers · Jul 1, 2002 to Aug 13, 2013 Inference
- S•••••• P••• F••••• · Elected To The Board Of Managers · Mar 1, 2017 to Mar 28, 2018 Inference
- Y••••••• H••• · Elected To The Board Of Managers · Mar 1, 2012 to Oct 14, 2022 Inference
- J•••••• E•••••••• W••••••• · President, Executive Managing Director · Sep 1, 2020 to Sep 23, 2022 Inference
- J•••••• S•••• P•••••• · Chairman And Chief Executive Officer And Elected To The Board Of Managers · Dec 1, 2011 to Mar 22, 2024 Inference
- L•••••• P••••• · President, Executive Managing Director, Chief Operating Officer, Treasurer And Elected To The Board Of Managers · Dec 1, 2011 to Jan 29, 2021 Inference
- D•• R•••••• · Executive Managing Director · Oct 1, 2004 to Mar 27, 2020 Inference
- E••••• J•• S••••••••• · Senior Managing Director · Jul 1, 2010 to Mar 31, 2014 Inference
- J••• M•••••• P•••• · Executive Managing Director · Jan 1, 2006 to Jun 3, 2014 Inference
- V••••••• E••••• R••• · Senior Managing Director · Mar 1, 2012 to Mar 31, 2014 Inference
- E•••• M•••••• · General Counsel, Senior Managing Director · Jan 1, 2007 to Feb 7, 2013 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
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)
- M••••••• • C•••••• C•••••• A••••••• L•• 1 shared · one time · last Jan 1, 2020
- A••••• I••••••••• M••••••••• L•••••• 1 shared · one time · last Jan 1, 2020
- M••••• S•••••• U• L•• 1 shared · one time · last Jan 1, 2020
- N••••• D••••••••• L•• 1 shared · one time · last Jan 1, 2020
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
- Dec 22, 2011••• Locked
Across the graphs
M••••• S•••••• L•• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA and Wealth1Private 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.
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