DFX Intelligence
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G•••••• P•••••••• L••
Fund of fundsClassification probableMiddle marketSEC registered investment adviser· Chicago, ILg•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $14B
- PE fund assets
- $1.7B
- PE funds
- 25
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors financial_services
- Latest Form D Jun 30, 2026
- Graphs 4
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 22 of 22 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $1.73bn Private Equity Fund GAV on the Form ADV filed 2024-04-01
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 22 of 22 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2012 to Jul 16, 2026
- RAUM
- $14Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 25
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $11Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 37%
- Fund type mix
- filed 2024-04-01, latest gav Hedge Fund $5.7B, Real Estate Fund $13.2M, Other Private Fund $467M, Private Equity Fund $1.7B, latest counts Hedge Fund 9, Real Estate Fund 2, Other Private Fund 14, Private Equity Fund 21, lifetime distinct Hedge Fund 16, Real Estate Fund 5, Other Private Fund 16, Private Equity Fund 22
- Employees
- 68
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services
- 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
- ••• Locked
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
22 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G• G••••• V•••••• C•••••• U•••• L••• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $13.4M as of Apr 1, 2024 | no Form D | Unknown | |
| G• B••••• C••••••• L••• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $9.7M as of Apr 1, 2024 | no Form D | Unknown | |
| G•••••• P•••••• E••••• S••••••••• L• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $0 as of Apr 1, 2024 | no Form D | Unknown | |
| G• G••••• V•••••• C•••••• C••••••••• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $0 as of Aug 2, 2023 | no Form D | Wound down | |
| G•••••• P•••••• E••••• S••••••••• L• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $148M as of Apr 1, 2024 | no Form D | Unknown | |
| G• G••••• V•••••• C•••••• U••• L••• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $67.4M as of Apr 1, 2024 | no Form D | Early deployment | |
| G• G••••• V•••••• C•••••• C••••• L••• ••••••••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $43.6M as of Apr 1, 2024 | no Form D | Early deployment | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2019 year in the fund name | $146M as of Apr 1, 2024 | no Form D | Mature | |
| G• C•••• V•••••• C•••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $111M as of Apr 1, 2024 | no Form D | Mature | |
| G• C•••• V•••••• C•••••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $57.7M as of Apr 1, 2024 | no Form D | Mature | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 year in the fund name | $153M as of Apr 1, 2024 | no Form D | Mature | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2017 year in the fund name | $100.0M as of Apr 1, 2024 | no Form D | Mature | |
| G• C•••• V•••••• C••••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $197M as of Apr 1, 2024 | no Form D | Mature | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $135M as of Apr 1, 2024 | no Form D | Mature | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $167M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2014 year in the fund name | $73.4M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2013 year in the fund name | $23.3M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• P•••••• E••••• S••••••••• L• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2011 Form D first sale | $191M as of Apr 1, 2024 | $2.4B | Mature | |
| G•••••• P•••••• E••••• S••••••••• L• •••• •••• S•••••• ADV: P•••••• Equity Fund | Fund of funds | 2011 year in the fund name | $25.4M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $42.9M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• C•••• O••••••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $12.1M as of Apr 1, 2024 | no Form D | Harvest | |
| G•••••• P•••••• E••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $10.0M as of Apr 1, 2024 | no Form D | Harvest |
Team
92 current, 6 former
Managing partner (6)
- B•• a• B•••••• · Founder · since Nov 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•• a• B•••••• · Partner, Founder & Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• a• S••••••• · President · since Oct 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• a• S••••••• · Partner, Founder & President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• F• N•••• · Managing Member · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• N•••• · Partner, CEO and Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (24)
- A••••• D••••• · Partner, Chief Human Resource Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• S•••••• · Partner & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• P•••• · Manager of Client Associates & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••• C••••• · Partner · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••• S••••••••• · Partner, Senior Investment Strategist & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• D•••• S••••••••• · Partner · 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•• S•••••• · Partner & H••• of Public Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• C•••••• S•••••• · Partner · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• G•••••• · Partner & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• K•••• · Partner · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•• K•••• · Partner & Chief Wealth Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• M••••• · Partner & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• W•••••• S••••••• · Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• W•••••• S••••••• · Partner, Chief Client Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• C••••• · Partner & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• L•• M••••• · Partner · 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)
- M••• B•••••••• · Partner & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S• B•••••••• · Partner · since Jan 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• M•••• P•••••• · Partner · since Sep 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• R••• W••••••••• · Partner & H••• of P•••••• Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• R••• W••••••••• · Partner · 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)
- S•••• C•••••• · Partner, Director of Family Office Services & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• L•••• · Partner & Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• G•••••• L•••• · Partner · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- B••• F•••• · Director of Business Intelligence · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• Z•••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• J•••••• · Investment Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- A••••••• R••••••••• · Senior Associate Wealth Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• B•••• · Vice President, Administrative Team · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- J••••••• L•• · Associate Wealth Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• L•••••••• · Senior Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• R••••• · Technical Business Intelligence Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• Y••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (6)
- B•• W•• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• K•• · Business Intelligence Junior Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• K•••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••••• H•••••••• · Business Intelligence Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• C••••• · Senior Business Intelligence Analyst & Project Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- N••••• C••• · Assistant Vice President, Business Development & Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (21)
- A••• C••••••••• · Senior Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••••• C••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• R•••••• · Senior Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• B•••••• · Senior Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• D••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• J••••••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S•••• C••••• · Partner, Director of Client Service Development & Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• O•••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• V•• D••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• R•••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• O•••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• K•••••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• W••••• · Client Service Administrative Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• R••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••••• L•••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Q•••• M••••••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• N••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S••••••••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C••• · Client Service Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• A•••••• · Client Service Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (18)
- A•••• M••••••••• · Compliance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• L• · Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B••••• · Vice President, Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• R••••• · Assistant Vice President, Custody Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• R•••••••• · Executive Assistant to the Wealth Strategy Team · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• J•••• · Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• S•••••• · Vice President, Investment Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G••••••••• · Reporting Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• R••••••••• · Partner & Director of Investment Operations and Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• L•• · Reporting Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• T•••• · Investment Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• Y•••• · Senior Investment Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• R•••• · Senior Investment Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• F••••• · Operations Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• A••• N••••• · Chief Compliance Officer · since Jun 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• A••• N••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• L•• · Investment Operations Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M••••• · Assistant Vice President, Client Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (7)
- A•••••••• N••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• B••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• P••••••••• · Administrative Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• H•••••• · Administration & Project Support Specialist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H••••••••• · Office Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• Q•••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• D•••••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- K••••••• S•••• W••••• · Chief Compliance Officer · Sep 1, 2011 to Apr 1, 2020 Inference
- M••••••• W••• M••••• · Chief Operating Officer · Dec 1, 2012 to Mar 28, 2023 Inference
- K•••••• A•••• D•••• · Principal · Dec 1, 2020 to Mar 30, 2022 Inference
- W•••••• L•••• H••• · Principal · Apr 1, 2012 to Mar 30, 2022 Inference
- H•• J•••• · Executive Vice President · Jan 1, 2013 to Mar 22, 2019 Inference
- J•• L•••••••• O••• · Executive Vice President · Jan 1, 2014 to May 21, 2014 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
30 most recent
- Aug 11, 2026••• Locked
- Jul 16, 2026••• Locked
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- Feb 2, 2026••• Locked
- Nov 14, 2025••• Locked
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- Oct 2, 2024••• Locked
- Sep 9, 2024••• Locked
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- Jun 11, 2024••• Locked
- Jan 30, 2024••• Locked
- Feb 6, 2023••• Locked
- Feb 6, 2023••• Locked
- May 6, 2022••• Locked
- Jan 31, 2022••• Locked
- Sep 8, 2021••• Locked
- Feb 4, 2021••• Locked
- Jul 23, 2019••• Locked
- Sep 14, 2016••• Locked
- Mar 28, 2012••• Locked
- Sep 1, 2008••• Locked
Across the graphs
G•••••• P•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA 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.
Checking your plan…