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 / J•• P••••••• I•••

J•• P••••••• I•••

Buyout firm · probableunsizedNew York, NYwebsiteSEC registered investment adviser

Classification

Class: Buyout firmprobable, confidence 65%
Basis: R6: 19 of 19 distinct vehicles are sworn Private Equity Funds
Size band: unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later

Classification history (1)

Sep 13, 2026
Buyout firm (probable, 65%, cls-pe-2)
R6: 19 of 19 distinct vehicles are sworn Private Equity Funds

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 15, 2012 to Mar 30, 2016
RAUM: $3.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 17
PE fund GAV, latest filing: $3.9Breported gross assets (Form ADV), not fund size
All private fund GAV: $3.9Bevery 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: 100%
Fund type mix: filed 2016-03-30, latest gav Private Equity Fund $3.9B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 19
Employees: 40
Headquarters: New York, NY
Office address: 450 LEXINGTON AVENUE, 31ST FLOOR, New York, NY, 10017
Business phone: 212-286-8600

Stated criteria beside observed behaviour

2 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

roles: platform 2
period: to 2026-07-01, from 2026-07-01, undated holdings 0, dated observations 4
window: last 2026-07-01, first 2026-07-01
control: control 2
companies: 2
geography
investments: 2
seller kinds
transactions: 2
cadence by year: 2026 other deals 2
platform add on: add ons 0, platforms 2, add ons per platform unknown
sector known for: 2
disclosed value usd: n 0
sector distribution: count 2, share unknown, value business services, examples CAI, CAI Software
holding period years: n 0
repeat counterparties: role buy side adviser, shared 2, entity id 5efae27d-d415-4877-847f-473e4957e625, role buy side adviser, shared 2, entity id e0b90879-02ca-48cf-a58d-826e33f6f7fb, role sell side adviser, shared 2, entity id a7598435-2a07-40ce-9ce7-7460d70cdc93
subsector distribution: count 1, share unknown, value management consulting, examples CAI, count 1, share unknown, value engineering services, examples CAI Software

2 companies on the graph (2 transactions); most in business services (2); 2 platforms and 0 add-ons; observed 2026 to 2026

Funds

2 on record, 13 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
J•• P••••••• F••• V• ••••••••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$732M as of Mar 26, 2014		no Form D	Wound down
J•• P••••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$15.8M as of Feb 15, 2012		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
name not on record	Private Equity Fund	2015 to 2015	$691M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$670M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$482M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$448M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$364M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$160M filed Mar 30, 2015	adviserinfo.sec.gov
J•• P••••••• F••• F••• L•••	Private Equity Fund	2012 to 2015	$124M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$112M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$101M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$69.7M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$15.8M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2012 to 2015	$7.1M filed Mar 30, 2015	adviserinfo.sec.gov
name not on record	Private Equity Fund	2015 to 2015	$75,226 filed Mar 30, 2015	adviserinfo.sec.gov

Team

1 current, 0 former

Platform (1)

M•••••• J• S••••••• · Chief Financial Officer/Chief Compliance Officer · since Mar 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Portfolio

2 relationships, 2 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
C••	Platform	active	Jul 1, 2026 transaction announcement	3 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•• S•••••••	Platform	active	Jul 1, 2026 transaction announcement	3 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

2 on record

Date	Type	Target	This firm’s role	Source
Jul 1, 2026	Majority recapitalization	C••	Sponsor (confirmed)	prnewswire.com
Jul 1, 2026	Majority recapitalization	C•• S•••••••	Sponsor (confirmed)	prnewswire.com

Placement agents, lenders, advisers and co-investors

3 relationships

Financial advisers (3)

B••••• P••••••• 2 shared · recurring · last Jul 1, 2026
S•••• 2 shared · recurring · last Jul 1, 2026
S••••• 2 shared · recurring · last Jul 1, 2026

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

4 most recent

Sep 1, 2026
Adviser CRD 160699 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Jul 1, 2026
CAI Closes Recapitalization with JLL Partners, Unlocking New Opportunities for Growth
Platform investmentFactC•• S•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Jul 1, 2026
CAI Closes Recapitalization with JLL Partners, Unlocking New Opportunities for Growth
Platform investmentFactC••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 15, 2012
J•• P••••••• I••• first filed Form ADV in the extract (IA)
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

Freshness98 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9777777777777777,"evidence":"4 method: sum of component points, capped at 1.0
model score-pe-1
Research priority48 · MODERATE: as of: 2026-09-19items: [{"code":"SCALE_BAND","points":0.05,"evidence":"UNSIZED"},{"code":"COMPLETENESS_method: sum of component points, capped at 1.0
model score-pe-1
Investment velocity7 · LOW: as of: 2026-09-19items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.06666666666666667,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","pormethod: sum of component points, capped at 1.0
missing: description, partners, stated criteria, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: n/a
Last observed: 5 days ago
Observations: 17
Sources: 2
Open research tasks: 4

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

J•• P••••••• I••• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.

RIA and Wealth1Real 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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