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 / A•••• A••••••• L•
A•••• A••••••• L•
Private Credit Investments in Affordable Housing
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 3 Private Equity Fund(s) among 7 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.06bn Private Equity Fund GAV on the Form ADV filed 2024-12-16
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 3 Private Equity Fund(s) among 7 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 23, 2017 to Dec 16, 2024
- RAUM
- $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $55.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $55.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 43%
- Fund type mix
- filed 2024-12-16, latest gav Hedge Fund $1.3B, Private Equity Fund $55.6M, latest counts Hedge Fund 4, Private Equity Fund 3, lifetime distinct Hedge Fund 4, Private Equity Fund 3
- Employees
- 18
- Headquarters
- Burlingame, CA
- Office address
- 250 CALIFORNIA DRIVE, Burlingame, CA, 94010
- Business phone
- (415) 322-3260
Stated criteria beside observed behaviour
23 observed deals
Stated by the firm
- Sectors
- real estate
- Geography
- Asia, United States
- 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
- unknown 23
- period
- to unknown, from unknown, undated holdings 23, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 23
- companies
- 23
- geography
- investments
- 23
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.13, value financial services, examples Jennifer Hilborne, Matthew Lucas, Long Nguyen, count 1, share 0.043, value business services, examples Steffan Dye
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.13, value financial services, examples Jennifer Hilborne, Matthew Lucas, Long Nguyen, count 1, share 0.043, value advertising marketing, examples Steffan Dye
23 companies on the graph (0 transactions); most in financial services (3); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••• S•••••••• O••••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $14.7M as of Dec 16, 2024 | no Form D | Unknown | |
| A•••• S•••••••• O••••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $11.2M as of Dec 16, 2024 | no Form D | Unknown | |
| A•••• S•••••••• O••••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $29.8M as of Dec 16, 2024 | no Form D | Mature | |
| A•••• F••• I• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $92.1M as of Dec 16, 2024 | no Form D | Mature | |
| A•••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| A•••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
19 current, 2 former
Managing partner (2)
- A••••• F•••• G••••• · Co-Founder and General Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• H•• · Co-Founder and General Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- A••••• F•••• G••••• · Manager · 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)
- D•••• H•• · Manager · 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)
Principal (3)
- L••• N••••• · Senior Director, Head of Underwriting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• A•••••• C•••••••• · Director · 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)
- T• P••• · Director, Head of Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- E••• H•••••• · VP, Head of Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••• · VP, Transaction Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- J••••• C•••••• · Chief Compliance Officer and VP, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- M•••••• A•••••• C•••••••• · Senior Director, Capital M•••ets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- S•••••• D•• · Managing Director, Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- E•••• J••••• C•••••• · Cco & Vice President · since Nov 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• H• · Director, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• C••••• · Associate General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• P• · Chief Risk Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (3)
- C•••••• D•••• · Senior Advisor, Securitization · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W••••• · SVP, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P•••••••• · Senior Advisor, Asset Protection · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- J•••• R•••••••• R••••••• · Cco · Jan 1, 2020 to Mar 29, 2022 Inference
- T••••• M•••••• M•••• · Cfo & Cco · Mar 1, 2023 to Nov 26, 2024 Inference
Portfolio
23 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
7 most recent
- Sep 17, 2026A•••• Capital Closes $200 Million Affordable Housing Bond Securitization
- Sep 17, 2026A•••• Capital Closes $175.3 Million Affordable Housing Bond Securitization
- Sep 17, 2026A•••• Capital Wins Pension Real Estate Association (PREA) Award for Leadership in Affordable Housing Investment
- Sep 17, 2026A•••• Capital Closes Oversubscribed Fund IV at $820 Million
- Sep 17, 2026Freddie Mac Multifamily Closes First Social Impact M-Deal Supporting Housing for Homeless Veterans and Those in Need
- Aug 25, 2026A•••• A••••••• L•: Private Equity Funds on Form ADV 3 (2024 extract) -> 1 (roster 2026-09-01)
- May 23, 2017A•••• A••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
A•••• A••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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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