DFX Intelligence

Private Equity Intelligence

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Firms / B••••••••• A••••••••• C••••• A••••••• L•

B••••••••• A••••••••• C••••• A••••••• L•

Private credit manager · probableLarge capNew York, NYb•••••••••.comSEC registered investment adviser

Classification

Class: Private credit managerprobable, confidence 70%
Basis: R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Size band: Large capdefined by: proxy: $29.17bn Private Equity Fund GAV on the Form ADV filed 2024-10-23
Strategies: PRIVATE CREDIT

Classification history (2)

Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-2)
R1b: the adviser's name says 'Credit' (credit, royalty or BDC manager), not a control buyer
Sep 13, 2026
Candidate (candidate, 40%, cls-pe-1)
R7: admitted on 70 P•••••• Equity Fund(s) among 148 vehicles; no rule fired

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 30, 2012 to Oct 23, 2024
RAUM: $60Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 46
PE fund GAV, latest filing: $29Breported gross assets (Form ADV), not fund size
All private fund GAV: $55Bevery private fund type, latest filing
2024 PE fund GAV: $29Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 47%
Fund type mix: filed 2024-10-23, latest gav Hedge Fund $26B, Other Private Fund $8.8M, Private Equity Fund $29B, Securitized Asset Fund $190M, latest counts Hedge Fund 41, Other Private Fund 2, Private Equity Fund 46, Securitized Asset Fund 2, lifetime distinct Hedge Fund 52, Other Private Fund 20, Private Equity Fund 70, Securitized Asset Fund 6
Employees: 495
Headquarters: New York, NY
Office address: 345 PARK AVENUE, 31ST FLOOR, New York, NY, 10154
Business phone: 212-503-2100

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

72 on record, 2 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
B•• L••• S•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$850M as of Oct 23, 2024		no Form D	Unknown
B••••••••• C••••• H••••••• F••• L• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$779M as of Oct 23, 2024		no Form D	Unknown
B•• B•••••••• F••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$447M as of Oct 23, 2024		no Form D	Unknown
B•• J••• S•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$3.7B as of Oct 23, 2024		no Form D	Early deployment
B•• A••• S•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$3.6B as of Oct 23, 2024		no Form D	Unknown
B••••••••• C••••• S••••• F••••• L• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$1.9B as of Oct 23, 2024		no Form D	Early deployment
M••••••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
Y••••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
B•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
P••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
G••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
G•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
P••••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
B•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
W•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
B•••• T•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$110M as of Oct 23, 2024		no Form D	Early deployment
B••••••••• E••••••• P•••••• C••••• F••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$92.4M as of Jan 22, 2024		no Form D	Wound down
V••• S••••••••• F••• 5• I••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$17.5M as of Oct 23, 2024		no Form D	Unknown
B••••••••• C•••••• O••••••••• F••• I• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$4.3B as of Oct 23, 2024		no Form D	Unknown
B••••••••• C•••••• O••••••••• F••• I• E•• S••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$1.6B as of Oct 23, 2024		no Form D	Unknown
B••••••••• C•• I• C••••••••• F••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$1.0B as of Oct 23, 2024		no Form D	Unknown
B••••••••• C•• I• C••••••••• E•• S••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$646M as of Oct 23, 2024		no Form D	Unknown
G•• C••• I•• F••••• T•••• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$0 as of Feb 6, 2023		no Form D	Wound down
G• L••• F••• L• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$611M as of Oct 23, 2024		no Form D	Mature
G•• B••• C•••••••• B••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$25.6M as of Oct 23, 2024		no Form D	Active deployment
G•• E••••• P••••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$531M as of Oct 23, 2024		no Form D	Unknown
G•• E••••• P••••••••• ••••••••• 1• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$399M as of Oct 23, 2024		no Form D	Mature
G•• E••••• P••••••••• ••••••••• 2• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$336M as of Oct 23, 2024		no Form D	Mature
G•• C•••••••• D••••••••• C•••••• G•••• I• O••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$501M as of Oct 23, 2024		no Form D	Successor fundraising
G•• C••••••••• F••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$154M as of Oct 23, 2024		no Form D	Harvest
G•• T•••• H••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$3.9M as of Oct 23, 2024		no Form D	Harvest
G•• T•••• H••••••• I• L• ADV: P•••••• Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$0 as of Feb 9, 2022		no Form D	Wound down
C•• M•••••• C•••••••• V•••••• P•••••••• I• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$0 as of Jan 22, 2024		no Form D	Wound down
G•• C•••••• S•••••••• F••• I•• L• ADV: Hedge Fund	Credit fund	2017 first reported on Form ADV	$3.4B as of Oct 23, 2024		no Form D	Harvest
G•• C•• I•• C••••••••• F••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$1.7B as of Oct 23, 2024		no Form D	Mature
G•• C•• I•• C••••••••• F••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$1.1B as of Oct 23, 2024		no Form D	Harvest
G•• C•••••• S•••••••• F••• I•• E•• S••• ADV: Hedge Fund	Credit fund	2017 first reported on Form ADV	$497M as of Oct 23, 2024		no Form D	Harvest
G•• E••••• E•• H••••••• 4• C•••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$0 as of Jan 22, 2024		no Form D	Wound down
G•• E••••• P••••••••• I• L• ADV: P•••••• Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$99.7M as of Oct 23, 2024		no Form D	Harvest
G•• B••••• H••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$48.1M as of Oct 23, 2024		no Form D	Harvest
G•• D•••••• H••••••• I• L• ADV: P•••••• Equity Fund	Feeder or parallel	2016 first reported on Form ADV	$0 as of Sep 29, 2017		no Form D	Wound down
G•• E••••• P••••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$823M as of Oct 23, 2024		no Form D	Unknown
G•• E••••• P••••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$112M as of Oct 23, 2024		no Form D	Harvest
G•• E••••• P••••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$103M as of Oct 23, 2024		no Form D	Harvest
G•• C•••••••• D••••••••• C•••••• G•••• L• ADV: Hedge Fund	buyout or unlabelled	2014 first reported on Form ADV	$1.3M as of Jan 8, 2021		no Form D	Wound down
G•• B••••• H••••••• I• L• ADV: P•••••• Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$0 as of Jan 22, 2024		no Form D	Wound down
G•• E•••••• H••••••• I• L• ADV: P•••••• Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$0 as of Sep 29, 2017		no Form D	Wound down
G•• C•••••• S•••••••• F••• I• L• ADV: P•••••• Equity Fund	Credit fund	2013 first reported on Form ADV	$845M as of Oct 23, 2024		no Form D	Harvest
G•• E••••••• P••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2013 first reported on Form ADV	$296M as of Oct 23, 2024		no Form D	Harvest
C•• M•••••• C•••••••• V•••••• P•••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Jan 22, 2024		no Form D	Wound down
G•• F••••••• R•••••••• H••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2013 first reported on Form ADV	$0 as of Mar 11, 2016		no Form D	Wound down
G•• G•••• C•••••••• I• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Sep 29, 2017		no Form D	Wound down
G•• G•••• C•••••••• I• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Sep 29, 2017		no Form D	Wound down
C•• M•••••• C•••••••• V•••••• R•••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$0 as of Jan 22, 2024		no Form D	Wound down
G•• C•••••• O••••••••• F••• I• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$1.2B as of Oct 23, 2024		no Form D	Harvest
G•• C••••••• P••••••• L• ADV: Hedge Fund	Credit fund	unknown	$205M as of Oct 23, 2024		no Form D	Harvest
G•• C•••••• O••••••••• F••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$129M as of Oct 23, 2024		no Form D	Mature
G•• P••••••• S•••••••• P••••••••• L• ADV: P•••••• Equity Fund	Fund of funds	unknown	$115M as of Oct 23, 2024		no Form D	Harvest
G•• S• P••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$68.0M as of Oct 23, 2024		no Form D	Mature
G•• T••••••• O••••••••• P••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$53.4M as of Aug 29, 2012	no reporting	no Form D	Unknown
G•• T••••••• O••••••••• O••••••• I••••••••• P••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$41.6M as of Aug 29, 2012	no reporting	no Form D	Unknown
G•• C•••••• O••••••••• O••••••• M••••• F••• • L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$34.9M as of Oct 23, 2024		no Form D	Unknown
G•• T••••••• O••••••••• M••••• P••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$11.4M as of Oct 23, 2024		no Form D	Unknown
G•• C••••• O••••••••• F••• ••••••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$3.9M as of Feb 13, 2015		no Form D	Wound down
G•• L•••••••• O••••••• P•••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$2.1M as of Mar 3, 2014		no Form D	Wound down
G•• O••••••••• F•••••• P••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$1.5M as of Nov 21, 2012		no Form D	Wound down
G•• L•••••••• O••••••• P••••••• M•••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$0 as of Feb 13, 2015		no Form D	Wound down
B••••••••• • G•• C•••••• S•••••••• O••••••• M••••• F••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$0 as of Oct 23, 2024		no Form D	Unknown
B••••••••• • G•• C•••••• S•••••••• F••• L• ADV: P•••••• Equity Fund	Credit fund	unknown	$0 as of Oct 23, 2024		no Form D	Unknown
G•• L•••••••• P••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$0 as of Feb 13, 2015		no Form D	Wound down
B••••••••• S•••••• F•••••• ••••••• L••• ADV: Hedge Fund	Feeder or parallel	unknown	$0 as of Feb 13, 2015		no Form D	Wound down
G•• N•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$0 as of Sep 29, 2017		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	Path	Latest reported GAV	Source
B••••••••• G•••• P•••••• C••••• F••• I•• L•	P•••••• Equity Fund	2023 to 2023		$2.8B filed Nov 27, 2023	adviserinfo.sec.gov
B••••••••• B••••• I•• C••••••••• F••• C• L•	P•••••• Equity Fund	2023 to 2023		$0 filed Nov 27, 2023	adviserinfo.sec.gov

Team

5 current, 16 former

Platform (4)

I•• H•••••••• · Chief Operating Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M••••• J•••• B••••• · General Counsel · since Feb 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••••••• •••••• K• B•••••••• · Chief Compliance Officer · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• P• S•••••• · Chief Financial Officer · 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)

Other (1)

G••••• M•••••• D••••••• · Global Head Of B••••••••• Credit And Insurance · 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)

16 former (kept with end dates)

B•••••• J•• G•••••• · Founder · May 1, 2005 to Mar 30, 2020 Inference
D••••• D••••• S•••• · Chairman Of B••••••••• Credit And Insurance · Jan 1, 2024 to Oct 23, 2024 Inference
D•••••• I••••• O••••••• · Founder · May 1, 2005 to Jul 1, 2015 Inference
H••••••• E•••• J•••• · President Of The B••••••••• Group L.P. · Mar 1, 2008 to May 16, 2013 Inference
H••••••• E•••• J•••• · President · Mar 1, 2008 to Mar 30, 2018 Inference
J• A••••• S•••• · Founder · May 1, 2005 to Oct 31, 2018 Inference
S•••••• A•••• S••••••••• · Chairman And Ceo Of The B••••••••• Group L.P. · Mar 1, 2008 to May 16, 2013 Inference
S•••••• A•••• S••••••••• · Chairman And Ceo · Mar 1, 2008 to Mar 30, 2018 Inference
D•••• L••••••••• · Chief Financial Officer · Mar 1, 2016 to Mar 30, 2019 Inference
E••• R•••••••• · Chief Financial Officer · Mar 1, 2009 to Apr 26, 2016 Inference
G••••• I• •• O•••• F•• · Chief Operating Officer · Feb 1, 2010 to Mar 30, 2019 Inference
H•••••• C•••• V••••••• · Chief Operating Officer · Feb 1, 2023 to Aug 1, 2024 Inference
K•••• M•••••• K••••• · Head Of Finance · Mar 1, 2019 to Jan 22, 2024 Inference
P••• M••• K•••• · Chief Operating Officer · Jan 1, 2019 to Jan 12, 2023 Inference
S•••• E•••••••• B•••••••• · Chief Compliance Officer · Oct 1, 2018 to Jul 15, 2019 Inference
T••••• L••••••• I•••••••• · Chief Operating Officer · Nov 1, 2022 to Feb 6, 2023 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

2 on record

Date	Type	Target	This firm’s role	Source
Oct 1, 2024	Exit to a strategic buyer	P•••••••••	Lender (confirmed)	vistaequitypartners.com
Nov 7, 2014	Add-on acquisition	S•••••••	Lender (confirmed)	clarion-capital.com

Placement agents, lenders, advisers and co-investors

26 relationships

Placement agents (26)

J••• M••••• S••••••••• L•• 8 shared · very strong · last Jan 1, 2021
I•• S••••••••• C•• L••• 5 shared · very strong · last Jan 1, 2017
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 5 shared · very strong · last Jan 1, 2021
I•• F•••••••• S••••••• L•• 4 shared · strong · last Jan 1, 2013
P••• H••• G•••• L•• 4 shared · strong · last Jan 1, 2015
C•••••• G•••• G••••• A••••••• S••• 3 shared · strong · last Jan 1, 2021
B•••••••• P•• L•••••• 2 shared · recurring · last Jan 1, 2021
K• S••••••••• C•• L••• 2 shared · recurring · last Jan 1, 2021
A•• E••••• P••••••• H••••••• L••• 2 shared · recurring · last Jan 1, 2012
M•••••• L•••• I••••••••• • C•• C••• 2 shared · recurring · last Jan 1, 2017
W•••• I•••••••• C••• 2 shared · recurring · last Jan 1, 2015
K•••• I••••••••• • S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2017
C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2016
C•••••• G•••• G••••• A••••••• 1 shared · one time · last Jan 1, 2017
B••••••••• A••••••• P••••••• L••• 1 shared · one time · last Jan 1, 2021
M•••••• L•••• I••••••••• • C• 1 shared · one time · last Jan 1, 2016
M••••••••• U•• S••••••••• ••••• I••• 1 shared · one time · last Jan 1, 2016
C••••• S••••• U• 1 shared · one time · last Jan 1, 2016
M••••••••• U•• M••••• S•••••• S••••••••• C••• L••• 1 shared · one time · last Jan 1, 2016
W•••• I••••••••• • S••••••••• C•• L•• 1 shared · one time · last Jan 1, 2014
A•••••• G••••• I••••••••• S•• A• 1 shared · one time · last Jan 1, 2022
N• I••••••••• • S••••••••• C••• L••• 1 shared · one time · last Jan 1, 2015
A••••••• B••• S•••• 1 shared · one time · last Jan 1, 2023
L•••••• V••• S•••••••• P••••••••• L••••• R••••• 7••••••••• 1 shared · one time · last Jan 1, 2016
B••• J••••• B••• • C•• L••• 1 shared · one time · last Jan 1, 2023
A••••••• P••••••• 1 shared · one time · last Jan 1, 2012

LP commitments

15 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in G•• E••••• P••••••••• I• L• $250M calpers.ca.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• in G•• E••••• P••••••••• L• $400M calpers.ca.gov
C••••••••• S•••• T•••••••• R••••••••• S••••• in G•• C•••••• O••••••••• F••• I• L••• $250M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in G•• C•••••• O••••••••• F••• L• $100M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in G•• C•••••• S•••••••• F••• I• L• $125M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in G•• C•••••• S•••••••• F••• I•• L• $250M calstrs.com
O••••• P••••• E•••••••• R••••••••• F••• in G•• C•••••• O••••••••• F••• I• L••• $100M oregon.gov
N•• Y••• S•••• C••••• R••••••••• F••• in G•• C•••••• S•••••••• F••• I• L• $100M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in G•• C•••••• S•••••••• F••• I•• L• $300M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in G•• C•• I•• C••••••••• F••• L• $200M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in B••••••••• • G•• C•••••• S•••••••• F••• L• $50.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in G•• C•••••• S•••••••• F••• I• L• $100M osc.ny.gov
N•• J••••• D••••••• o• I••••••••• in G•• C•••••• O••••••••• F••• I• L••• $150M nj.gov
C••••••• P••••• E••••••••• R••••••••• A••••••••• in G•• C•••••• S•••••••• F••• I• L• $50.0M content.copera.org
C••••••• P••••• E••••••••• R••••••••• A••••••••• in G•• C•••••• S•••••••• F••• I•• L• $50.0M content.copera.org

Events

2 most recent

Jul 30, 2026
B••••••••• A••••••••• C••••• A••••••• L•: P•••••• Equity Funds on Form ADV 46 (2024 extract) -> 85 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Mar 30, 2012
B••••••••• A••••••••• C••••• A••••••• L• 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

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority57 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.4,"evidence":"LARGE_CAP"},{"code":"COMPLETENESSmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"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 completeness50 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","intmethod: sum of component points, capped at 1.0
missing: description, partners, portfolio, transactions, stated criteria, lenders
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: 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: 7 days ago
Observations: 24
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

B••••••••• A••••••••• C••••• A••••••• L• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private 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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