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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / T•••••••• W••••• C••••••••• I••••••••• M••••••••• L••
T•••••••• W••••• C••••••••• I••••••••• M••••••••• L••
Fund of funds · probableLower middle marketMadison, NJSEC exempt reporting adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 7 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Lower middle marketdefined by: proxy: $0.17bn Private Equity Fund GAV on the Form ADV filed 2022-06-30
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 7 of 7 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Aug 14, 2020 to Jun 30, 2022
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $171Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $172Mevery 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
- 86%
- Fund type mix
- filed 2022-06-30, latest gav Other Private Fund $1.4M, Private Equity Fund $171M, latest counts Other Private Fund 1, Private Equity Fund 6, lifetime distinct Other Private Fund 1, Private Equity Fund 6
- Employees
- unknown
- Headquarters
- Madison, NJ
- Office address
- 175 PARK AVENUE, Madison, NJ, 07940
- Business phone
- 973-370-3203 X101
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
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• C• W•••• R••• H•••••• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $50.4M as of Jun 30, 2022 | no Form D | Early deployment | |
| T•••••••• C•••••• H••••••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $16.0M as of Jun 30, 2022 | no Form D | Early deployment | |
| T•••••••• C•••••• C••••• F••• I•• L• ADV: Other Private Fund | Fund of funds | 2022 first reported on Form ADV | $1.4M as of Jun 30, 2022 | no Form D | Early deployment | |
| T•••••••• C•••••• C••••• F••• I• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $0 as of Jun 30, 2022 | no Form D | Early deployment | |
| T•••••••• W••••• C••••••••• C•••••• W• L• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $34.0M as of Jun 30, 2022 | no Form D | Active deployment | |
| T•••••••• W••••• C••••••••• C•••••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $36.8M as of Jun 30, 2022 | no Form D | Successor fundraising | |
| T•••••••• W••••• C••••••••• C•••••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $33.7M as of Jun 30, 2022 | no Form D | Mature |
Team
1 current, 3 former
Platform (1)
- G••• M• B•••••• · Chief Financial Officer And Interim 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)
3 former (kept with end dates)
- D••••• L•••• N••••••••• · Founding Member · Nov 1, 2018 to Mar 9, 2021 Inference
- J•••• M•••••• D••••• · Founding Member · Nov 1, 2018 to Mar 31, 2022 Inference
- J•••• P• H••••• · Chief Compliance Officer · Jun 1, 2020 to Mar 31, 2022 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
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
2 most recent
- Sep 1, 2026Adviser CRD 310568 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Aug 14, 2020T•••••••• W••••• C••••••••• I••••••••• M••••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
T•••••••• W••••• C••••••••• I••••••••• M••••••••• L•• is the same institution as 1 record in Venture Capital.
Venture Capital1
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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