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 / S••• A•••••• I••••••••• P•••••••
S••• A•••••• I••••••••• P•••••••
Real Assets
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 4 of 4 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, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 14, 2013 to Aug 27, 2020
- RAUM
- $621Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $204Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $204Mevery 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 2020-08-27, latest gav Private Equity Fund $204M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 20
- Headquarters
- Roslyn Heights, NY
- Office address
- 165 ROSLYN ROAD, Roslyn Heights, NY, 11577
- Business phone
- 516-882-4100
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
- Sectors
- consumer, transportation logistics, real estate, infrastructure
- 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
- We invest across all real estate asset classes, including offices, retail, logistics, hotels and residential, through Core+ and Value-Add strategies, targeting both existing assets and assets with redevelopment potential.
Observed from deals on record
- roles
- unknown 14
- period
- to unknown, from unknown, undated holdings 14, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 14
- companies
- 14
- geography
- investments
- 14
- 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
14 companies on the graph (0 transactions); no dated observations
Funds
0 on record, 4 more on the reporting tape
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 |
|---|---|---|---|---|---|
| S••• A•••••• I••••••••• F••• L• | Private Equity Fund | 2013 to 2020 | $191M filed Aug 27, 2020 | adviserinfo.sec.gov | |
| S••• A•••••• I••••••••• F••• A••••••••• L• | Private Equity Fund | 2013 to 2020 | $12.7M filed Aug 27, 2020 | adviserinfo.sec.gov | |
| S••• A•••••• I••••••••• F••• I•• L• | Private Equity Fund | 2020 to 2020 | $302,755 filed Aug 27, 2020 | adviserinfo.sec.gov | |
| S••• A•••••• I••••••••• F••• I• ••••••••• L• | Private Equity Fund | 2020 to 2020 | $184,248 filed Aug 27, 2020 | adviserinfo.sec.gov |
Team
6 current, 2 former
Managing partner (2)
- C••••••••• P•••• · President · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• A•••••• M••••• · Chief Executive Officer · since Apr 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- A•••••• D• F•••••••• · Owner · since Dec 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• D•••••• M••••• · Chief Investment Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- F•••••• L•• v•• S••• · Chief Compliance Officer · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• L•• M••••• · Chief Operating Officer And G•••••• Counsel · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- S•••••••• M•••••• · Chairman · Apr 1, 2011 to Mar 30, 2016 Inference
- G•••• P•••••• C•••••• · Co-Chief Operating Officer, Chief Financial Officer And Chief Compliance Officer · Dec 1, 2017 to Jan 10, 2020 Inference
Portfolio
14 relationships, 0 platforms, 0 add-ons
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
4 most recent
- Sep 1, 2026Adviser CRD 165370 is not on the SEC registered or exempt adviser roster of 2026-09-01
- May 28, 2026T•••••• Capital appoints Guillaume Arnaud as Head of France
- May 21, 2026RYZE and T•••••• Capital sign financial partnership
- Mar 14, 2013S••• A•••••• I••••••••• P••••••• first filed Form ADV in the extract (ERA)
Across the graphs
S••• A•••••• I••••••••• P••••••• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA and Wealth1
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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