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P••••••••• I••••••••• L••

CandidateClassification candidateLower middle marketSEC registered investment adviser· New York, NYp•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $2.7B
PE fund assets: $960M
PE funds: 22
Investments held: 0 of 31
Deals, last 12 months: Not established

Funds and vehicles Team (7)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Geography Asia,Global
Filed a Form D 5 months ago, which usually means a vehicle is in market.
2026-04-24
Latest Form D Apr 24, 2026
Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4

Classification

How this organization is classified, and on what basisCandidate · 1 in historyShow

Class: Candidatecandidate, confidence 40%
Basis: R7: admitted on 71 Private Equity Fund(s) among 165 vehicles; no rule fired
Size band: Lower middle marketdefined by: proxy: $0.96bn Private Equity Fund GAV on the Form ADV filed 2024-03-28

Classification history (1)

Sep 13, 2026
Candidate (candidate, 40%, cls-pe-1)
R7: admitted on 71 P•••••• E••••• Fund(s) among 165 vehicles; no rule fired

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 29, 2012 to Jul 14, 2026
RAUM: $2.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 22
PE fund GAV, latest filing: $960Mreported gross assets (Form ADV), not fund size
All private fund GAV: $2.4Bevery private fund type, latest filing
2024 PE fund GAV: $794Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 43%
Fund type mix: filed 2024-03-28, latest gav Hedge Fund $6.5B, Other Private Fund $2.8B, Private Equity Fund $960M, Securitized Asset Fund $3.9B, latest counts Hedge Fund 20, Other Private Fund 13, Private Equity Fund 29, Securitized Asset Fund 10, lifetime distinct Hedge Fund 39, Real Estate Fund 1, Other Private Fund 17, Private Equity Fund 71, Securitized Asset Fund 37
Employees: 281
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

31 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: Asia, Global
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 31
period: to unknown, from unknown, undated holdings 31, dated observations 0
window: last unknown, first unknown
control: unknown 31
companies: 31
geography
investments: 31
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 0
disclosed value usd: n 0
sector distribution
holding period years: n 0
repeat counterparties
subsector distribution

31 companies on the graph (0 transactions); no dated observations

Funds

77 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••••••••• P•••••• C••••• I• P•••••••• L•••	Credit fund	2025 Form D first sale	unknown	no reporting	$630M	Fundraising
P••••••••• P•••••• C••••• I• O•••••••• S••	Credit fund	2025 Form D first sale	unknown	no reporting	$630M	Fundraising
P••••••••• S•••••••• P••••••• V• S•• ADV: Hedge Fund	Fund of funds	2020 first reported on Form ADV	$532M as of Mar 28, 2024		no Form D	Mature
P•• I• H••••• H•••••••• L• ADV: Hedge Fund	buyout or unlabelled	2020 first reported on Form ADV	$47.3M as of Mar 28, 2024		no Form D	Harvest
B•••••• S•••••••• P•••••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$1.9B as of Oct 25, 2019		no Form D	Wound down
P••••••••• P•••••• C•••••• L••• ADV: Hedge Fund	Credit fund	2019 first reported on Form ADV	$605M as of Mar 28, 2024		no Form D	Mature
P••••••••• S•••••••• O••••••••• P•••••••• L• ADV: Hedge Fund	Fund of funds	2019 first reported on Form ADV	$329M as of Mar 28, 2024		no Form D	Harvest
P••••••••• N•• E••••• P••••••• I•••• L••• ADV: P•••••• E••••• Fund	Feeder or parallel	2019 first reported on Form ADV	$50.4M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S•••••••• P••••••• I•• S•• ADV: Hedge Fund	Fund of funds	2017 first reported on Form ADV	$574M as of Mar 28, 2024		no Form D	Harvest
N• P••• P••••••••• P••••••• F••• I• L•• ADV: Hedge Fund	Fund of funds	2017 first reported on Form ADV	$148M as of Mar 28, 2024		no Form D	Unknown
P••••••••• S••••••••• C•••••• P••••••• I••• L••• ADV: Hedge Fund	Buyout fund	2016 first reported on Form ADV	$342M as of Mar 28, 2024		no Form D	Mature
P••••••••• I••••••••• P•••••• E••••• P•••••••• I• L• ADV: Hedge Fund	Fund of funds	2016 first reported on Form ADV	$61.4M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S••••••••• C•••••• P••••••• O••••••• I••••• L••• ADV: P•••••• E••••• Fund	Buyout fund	2016 first reported on Form ADV	$31.0M as of Mar 28, 2024		no Form D	Mature
P••••••••• S••••••••• A••••• F•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	2015 first reported on Form ADV	$55.3M as of Mar 28, 2024		no Form D	Mature
P••••••••• S••••••••• C•••••• P••••••• O••••••• I•••• L••• ADV: P•••••• E••••• Fund	Buyout fund	2013 first reported on Form ADV	$3.8M as of Mar 28, 2024		no Form D	Harvest
P••••••••• E••••••• P•••• F••• 2•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	2007 year in the fund name	$33.3M as of Feb 27, 2023		no Form D	Wound down
P••••••••• C•••••• R••••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$203M as of Oct 18, 2013		no Form D	Wound down
P••••••••• S•••••••• P••••••• I••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$166M as of Mar 28, 2024		no Form D	Harvest
H••••••• C•••••• I• P•••• F•••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$95.1M as of Feb 1, 2019		no Form D	Wound down
P••••••••• C••••• O••••••••• P•••••••• I•• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$68.9M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S•••••••• P••••••• I•• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$62.3M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S••••••• C••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$55.6M as of Feb 1, 2019		no Form D	Wound down
P••••••••• P•• V• L•••• M••••• U• B•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$46.8M as of Mar 28, 2024		no Form D	Unknown
P••••••••• P•• V• S•••••••• M••••• U• B•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$43.8M as of Mar 28, 2024		no Form D	Harvest
P••••••••• G••••• E••••••• M•••••• P•••••••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$38.7M as of Mar 28, 2024		no Form D	Mature
P••••••••• P•• I• N•••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$38.1M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S•••••••• P•••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$37.6M as of Mar 28, 2024		no Form D	Harvest
P••••••••• V•••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$32.5M as of Dec 13, 2023		no Form D	Wound down
H••••••• C•••••• F••• I• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$27.5M as of Oct 18, 2013		no Form D	Wound down
H••••••• C•••••• I• O••••••• I•••••••• F•••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$26.5M as of Feb 1, 2019		no Form D	Wound down
P••••••••• P•• I• U••• B•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$25.3M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•• I• S••••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$23.7M as of Mar 28, 2024		no Form D	Harvest
P••••••••• L•••• A•••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$22.7M as of Mar 28, 2024		no Form D	Mature
P••••••••• P•• V• E•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$21.0M as of Mar 28, 2024		no Form D	Harvest
H••••••• C•••••• F••• I•• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$20.1M as of Oct 25, 2019		no Form D	Wound down
P••••••••• P•• I• U••• V••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$19.5M as of Dec 13, 2023		no Form D	Wound down
P••••••••• N•• E••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$16.9M as of Aug 18, 2020		no Form D	Mature
P••••••••• P•• V• A•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$15.9M as of Mar 28, 2024		no Form D	Harvest
P••••••••• C•••••• R••••••• E•••• P••••••• • L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$14.5M as of Oct 18, 2013		no Form D	Wound down
P••••••••• E••••••• A••••••••• I••••••••• F•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$13.8M as of Feb 27, 2023		no Form D	Wound down
P••••••••• P•• V• U••• V••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$13.0M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•• I•• U••• B•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$11.5M as of Nov 27, 2020		no Form D	Wound down
P••••••••• N•• E••••• S••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$7.3M as of Aug 18, 2020		no Form D	Mature
P••••••••• P•• I•• N•••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$7.3M as of Nov 27, 2020		no Form D	Wound down
P••••••••• P•• V• C••••••••• L••• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$6.6M as of Dec 13, 2023		no Form D	Wound down
P••••••••• S••••••••• C•••••• P••••••• O••••••• I•• L••• ADV: P•••••• E••••• Fund	Buyout fund	unknown	$6.2M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•• V• S••••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$6.1M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•• I• C••••••••• L••• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$6.0M as of Dec 13, 2023		no Form D	Wound down
P••••••••• S•••••••• P••••••• I•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$5.3M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•• I•• U••• V••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$5.2M as of Nov 27, 2020		no Form D	Wound down
P••••••••• L•••• A•••••• P••••••• P•••••••• C••• ADV: P•••••• E••••• Fund	Feeder or parallel	unknown	$4.7M as of Mar 28, 2024		no Form D	Harvest
P••••••••• P•••••• E••••• P•••••••• I•• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$4.7M as of Feb 27, 2023		no Form D	Wound down
P••••••••• P•• I•• D•••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$3.6M as of Nov 27, 2020		no Form D	Wound down
P••••••••• P•••••• E••••• P••••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$3.3M as of Nov 27, 2020		no Form D	Wound down
P••••••••• P•• V• P•••••••• P••••••••• F•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$3.2M as of Mar 28, 2024		no Form D	Harvest
H••••••• K••••• P••••••• L•••••• P••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$2.6M as of Oct 25, 2019		no Form D	Wound down
G•• P••••••• F•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$2.4M as of Mar 28, 2024		no Form D	Harvest
P••••••••• S••••••••• C•••••• P••••••• I•• L••• ADV: P•••••• E••••• Fund	Buyout fund	unknown	$2.1M as of Mar 28, 2024		no Form D	Harvest
P••••••••• R••••• C•••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$1.8M as of Feb 1, 2019		no Form D	Wound down
H••••••• C•••••• I• P•••• F••• O•••• S••• ••••••••• L•••••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$1.6M as of Jan 15, 2013		no Form D	Wound down
A•• H••••••• C•••••• I• O•••• S••• P••••••••• C••••••••• B•••••• L• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$1.1M as of Jan 15, 2013		no Form D	Wound down
S••••• P••• O•••••• F•••• L••• ADV: Hedge Fund	Fund of funds	unknown	$955,076 as of Dec 13, 2023		no Form D	Wound down
P••••••••• P•• I•• S••••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$748,985 as of Nov 27, 2020		no Form D	Wound down
H••••••• C•••••• I• I••••••• C••••••••• F•••• L••• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$417,476 as of Jan 15, 2013		no Form D	Wound down
P••••••••• H•••••• S••••••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$59,745 as of Oct 25, 2019		no Form D	Wound down
P••••••••• H•••••• P•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$59,110 as of Oct 25, 2019		no Form D	Wound down
H••••••• K••••• P••••••• L•••••• P•••••• I•• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$37,845 as of Feb 1, 2019		no Form D	Wound down
H••••••• C•••••• I• N••••••• S••• P••••••••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$32,861 as of Jan 15, 2013		no Form D	Wound down
H••••••• C•••••• I• N••••••• S••• M••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund	Co-investment vehicle	unknown	$28,689 as of Jan 15, 2013		no Form D	Wound down
P••••••••• B•••• S•• H•••••••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$26,205 as of Oct 25, 2019		no Form D	Wound down
P••••••••• P•• V• N•••• A••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$0 as of Feb 14, 2018		no Form D	Wound down
P••••••••• P•• V• E•••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$0 as of Feb 14, 2018		no Form D	Wound down
P••••••••• P•• V• L•••• A••••••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$0 as of Feb 14, 2018		no Form D	Wound down
H••••••• C•••••• I•• P•••• F•••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$0 as of Apr 1, 2023		no Form D	Harvest
H••••••• C•••••• I•• P•••• F••• I••• L••• ADV: P•••••• E••••• Fund	Feeder or parallel	unknown	$0 as of Apr 1, 2023		no Form D	Mature
H••••••• C•••••• F••• I••• L••• ADV: P•••••• E••••• Fund	buyout or unlabelled	unknown	$0 as of Apr 1, 2023		no Form D	Harvest
P••••••••• P•• V• A•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$0 as of Feb 14, 2018		no Form D	Wound down

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	Latest reported GAV	Source
P••••••••• G••••• E••••••• M•••••• P••••••• I•• L•••	P•••••• E••••• Fund	2012 to 2024	$61.1M filed Mar 28, 2024	adviserinfo.sec.gov
P••••••••• G••••• E••••••• M•••••• P••••••• V••••••• L•••	P•••••• E••••• Fund	2012 to 2024	$53.3M filed Mar 28, 2024	adviserinfo.sec.gov
P••••••••• L•••• A•••••• P••••••• I•• L•••	P•••••• E••••• Fund	2012 to 2024	$26.7M filed Mar 28, 2024	adviserinfo.sec.gov
P••••••••• N•• E••••• P••••••• I•• L•••	P•••••• E••••• Fund	2012 to 2024	$24.5M filed Mar 28, 2024	adviserinfo.sec.gov
P••••••••• S••••• a•• E••••••••• P•••••••	P•••••• E••••• Fund	2012 to 2019	$1.9M filed Oct 25, 2019	adviserinfo.sec.gov

Team

7 current, 15 former

Managing partner (2)

G•••••• A••••• E•••• · D•••••or And Chief Executive Officer · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••••• F••••••• G•••••• M•••••••• · P•••••••• O• P••••••••• I••••••••• P••••••• L•• · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

R•••••• T••• K•• L• · Shareholder · since Dec 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (4)

E••• S•••• · General Counsel · since May 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• J••• K••••• · D•••••or And Chief Operating Officer · 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)
T••••• E•••••••• A•••• · D•••••or And Chief Financial Officer · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• E•••••• C••••• · Chief Compliance Officer · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

15 former (kept with end dates)

D•••• T••••• J•••• · D•••••or & Chief Executive Officer · Dec 1, 2012 to Mar 30, 2015 Inference
G••••• R••••• H••••• · D•••••or, Chief Executive Officer & Chief Operating Officer · Mar 1, 2015 to Apr 26, 2016 Inference
H••• D••••••••• · Senior Managing D•••••or · Feb 1, 1998 to Nov 1, 2012 Inference
T•••• A•• A•••••• A• Z••• · Member Of Executive Committee · Apr 1, 2012 to Sep 24, 2015 Inference
C••••• C•••••• · D•••••or And General Counsel · Oct 1, 2019 to Apr 27, 2020 Inference
D•••• A•••••••• K••••• · D•••••or And Chief Financial Officer · Jul 1, 2014 to Feb 1, 2019 Inference
J••• H••••• B•••••• · Chief Compliance Officer · Oct 1, 2013 to Mar 31, 2022 Inference
J••••• F•••••• S••••••• · D•••••or And Chief Operating Officer · Apr 1, 2016 to Feb 14, 2018 Inference
N••• D••••••••• · Chief Compliance Officer · Jun 1, 2010 to Jan 15, 2013 Inference
P••• T• C•••••• · Chief Compliance Officer - A••••••s · Aug 1, 2013 to Oct 18, 2013 Inference
R••••• S••••••••• · General Counsel · Mar 1, 2011 to Apr 26, 2016 Inference
R••• H•••• G•••••• · Interim Chief Financial Officer · Jan 1, 2019 to May 10, 2019 Inference
W••••• D•••••• · Chief Compliance Officer · Jan 1, 2013 to Aug 13, 2013 Inference
W•••• M•••••• V•••• · D•••••or · Jul 1, 2010 to Jun 15, 2016 Inference
W••••• K••• Y•• S•• M••••••• · D•••••or · Jul 1, 2010 to Jul 30, 2014 Inference

Portfolio

31 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
2••• M•••••• M••••••••• O••••••• F••• A• P•••••• t• D•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• 2••• P•••••• F•••••• S•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
A••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
G••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
H••• K••• E••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• D•••• A• C••••••••• P•••••• C••••• P•••••••• A•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• S••••••• I•••••••• H••••• B••• Y•••••• L•••••• S•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
J••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• A••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••••• F•••••• A•••• A••••••••• I•••••••• F•••• o• H••• Y••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
L•••• i•••••• t••• s••••• t•• p•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• E•••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
N•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• F•••• I•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••• F•••• I•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
Q• 2••• E••••••• C••••••••• R••• E••••• C••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• b• c•••••• n•• f•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••• F••• B••••• Q••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••• K••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
U••••• S•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
W•••• k•••••••• m•••• t•• m•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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

16 relationships

Placement agents (16)

P••••••••• S••••••••• L•• 59 shared · very strong · last Jan 1, 2021
B•• C••••••• d• B•••• S••• 4 shared · strong · last Jan 1, 2013
C••••• C•••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2012
R••• C•••••• 2 shared · recurring · last Jan 1, 2014
S•••••• S••••••••• 1 shared · one time · last Jan 1, 2012
S• S••••••••• C••• L••• 1 shared · one time · last Jan 1, 2020
A••••• P••••••• L•• 1 shared · one time · last Apr 24, 2026
K•••• S••••••••• C••• L••• 1 shared · one time · last Apr 24, 2026
T••••• E••••• S••• 1 shared · one time · last Jan 1, 2013
T••••• 1 shared · one time · last Jan 1, 2013
F•••••• A••••••• S••••••••• C•••• 1 shared · one time · last Jan 1, 2013
A••••••• A••••••• 1 shared · one time · last Jan 1, 2012
T••••• M•• L•• 1 shared · one time · last Jan 1, 2013
B••••• 1• A••••••• 1 shared · one time · last Jan 1, 2013
F•••••• S••• d• C••• 1 shared · one time · last Jan 1, 2013
W••••••• C••••••• L•• 1 shared · one time · last Jan 1, 2013

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

2 most recent

Jul 14, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 29, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority32 · MODERATE: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-23items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: transactions, stated criteria, lenders, lps
model score-pe-1
Fund deployment activity30 · MODERATE: as of: 2026-09-23items: [{"code":"FUNDS_RAISING","points":0.3,"evidence":["556f8e17-b443-463a-a083-8c42dmethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 30
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

P••••••••• I••••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1

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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