DFX Intelligence
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M••••• I••••••••• L••
Fund of fundsClassification probableMiddle marketSEC registered investment adviser· Boston, MAm•••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $226B
- PE fund assets
- $4.2B
- PE funds
- 24
- 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
- Latest Form D Apr 14, 2026
- Graphs 4
- Placement agents 3
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 21 of 23 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $4.16bn Private Equity Fund GAV on the Form ADV filed 2024-07-15
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 21 of 23 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 25, 2011 to Aug 11, 2026
- RAUM
- $226Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 24
- PE fund GAV, latest filing
- $4.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $19Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 40%
- Fund type mix
- filed 2024-07-15, latest gav Hedge Fund $1.0B, Other Private Fund $11B, Private Equity Fund $4.2B, latest counts Hedge Fund 6, Other Private Fund 12, Private Equity Fund 21, lifetime distinct Hedge Fund 8, Other Private Fund 25, Private Equity Fund 22
- Employees
- 657
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
23 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••• P•••••• I••••••••• P••••••• I•• L• | buyout or unlabelled | 2026 Form D first sale | unknown | no reporting | $179M | Fundraising |
| S••••• M••••• P•••••• I••••••••• L• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $240M | Fundraising |
| C••• M••••• P•••••• E••••• V•••••• F••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $29.2M as of Jul 15, 2024 | no Form D | Unknown | |
| C••• M••••• P•••••• E••••• V•••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $41.3M as of Jul 15, 2024 | no Form D | Early deployment | |
| M••••• P•••••• I••••••••• P••••••• V••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $966M as of Jul 15, 2024 | no Form D | Early deployment | |
| N• M••••• P•••••• E••••• E••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $76.5M as of Jul 15, 2024 | no Form D | Early deployment | |
| C••• M••••• P•••••• E••••• V•••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $27.4M as of Jul 15, 2024 | no Form D | Early deployment | |
| E•• P•••••• E••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $322M as of Jul 15, 2024 | no Form D | Unknown | |
| N• A••••• P•••••• E••••• E••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2021 first reported on Form ADV | $119M as of Jul 15, 2024 | no Form D | Unknown | |
| N• M••••• P•••••• E••••• E••••• I••• L• ADV: P•••••• Equity Fund | Buyout fund | 2021 first reported on Form ADV | $77.3M as of Jul 15, 2024 | no Form D | Unknown | |
| E•• P•••••• E••••• I••••••••• F••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $63.7M as of Jul 15, 2024 | no Form D | Unknown | |
| A••••• R••• A••••• F••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $7.8M as of Jul 15, 2024 | no Form D | Unknown | |
| N• A••••• P•••••• E••••• E•••••• L• ADV: P•••••• Equity Fund | Buyout fund | 2021 first reported on Form ADV | $5.8M as of Jul 15, 2024 | no Form D | Unknown | |
| M••••• P•••••• I••••••••• P••••••• V•• L• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $932M as of Jul 15, 2024 | no Form D | Successor fundraising | |
| S•• P•••••• S••••••••• L•• • S••••• S••••••••• C•• F••• I• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $57.0M as of Jul 15, 2024 | no Form D | Mature | |
| M••••• P•••••• I••••••••• P••••••• V• L• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $580M as of Jul 15, 2024 | no Form D | Mature | |
| S••••• P•••••• C••••••• L•• • S••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $40.4M as of Jul 15, 2024 | no Form D | Mature | |
| M••••• P•• I•• N•••••• R••••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $0 as of Jul 15, 2024 | no Form D | Unknown | |
| M••••• P•••••• I••••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $342M as of Jul 15, 2024 | no Form D | Mature | |
| M••••• P•••••• I••••••••• P••••••• I•• ••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $290M as of Jul 15, 2024 | no Form D | Harvest | |
| M••••• P•••••• I••••••••• P••••••• I••• L• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $129M as of Jul 15, 2024 | no Form D | Harvest | |
| M••••• P•••••• I••••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $35.3M as of Jul 15, 2024 | no Form D | Harvest | |
| M••••• P•••••• I••••••••• P•••••••• L• ADV: P•••••• Equity Fund | Fund of funds | unknown | $14.0M as of Jul 15, 2024 | no Form D | Harvest |
Team
7 current, 34 former
Managing partner (1)
- M••• D•••• C••••••• · President & Director · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- R••••• M•••• R•••••• · Director & Global A••••••••• Leader · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- O••••• O••••••• A••••• · Vice President & Chief Investment 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)
Platform (4)
- C••••••• H•••• · Secretary & Senior Counsel · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F•••••••• G•••••• J••••• · Treasurer · since Dec 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• M•••••• G•••••• · Chief Operating Officer · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• C••• · Chief Compliance Officer · 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)
34 former (kept with end dates)
- K•••••• B•••• C••••• · President · Nov 1, 2008 to Mar 30, 2012 Inference
- R•••••• L•••••• N•••• · Director & President · Jun 1, 2008 to Jan 5, 2017 Inference
- R•••••• L•••••• N•••• · President & Director · Aug 1, 2018 to Jan 6, 2023 Inference
- S••••••• S•••••• D••••••• · President & Director · Dec 1, 2022 to Apr 28, 2023 Inference
- T••••• P•••• M••••• · President & Director · Jan 1, 2012 to Aug 27, 2018 Inference
- A••• W• B••••• · Treasurer · Jan 1, 2012 to Apr 1, 2013 Inference
- C•••• J•••• D••• · Secretary & Global Chief Counsel - Investments · Dec 1, 2017 to Aug 12, 2021 Inference
- D••••• L• P••••••• · Treasurer · Nov 1, 2004 to Mar 30, 2012 Inference
- H•••• L••• S••• · Treasurer · Apr 1, 2013 to Mar 30, 2016 Inference
- J••••••• J••• M••••••• · Chief Compliance Officer · Jul 1, 2021 to Mar 31, 2022 Inference
- J••••••• M•••••• F••••• · Chief Operating Officer & Director · Mar 1, 2016 to Mar 29, 2019 Inference
- L••• D••••••• P••••• · Chief Compliance Officer · May 1, 2020 to Aug 12, 2021 Inference
- M••• J•••• G•••••• · Chief Compliance Officer · Sep 1, 2011 to Mar 12, 2015 Inference
- M•••••• K•• K••••••••• · Chief Compliance Officer · Mar 1, 2016 to May 16, 2016 Inference
- R•••••• S•••• J••••• · Chief Operating Officer · Jun 1, 2005 to Mar 30, 2016 Inference
- R••••• E• P••• · Chief Compliance Officer · May 1, 2016 to Jul 11, 2019 Inference
- S•••• M•••••• Z•••••••• · Secretary · Jan 1, 2011 to Jun 28, 2017 Inference
- A••••• F•••••• B•••• · Director · Apr 1, 2009 to Mar 30, 2012 Inference
- C•••••••• T••••• M•••••• · Director · Aug 1, 2018 to Jan 6, 2023 Inference
- P•••••• J• d• C••••• · Director · Dec 1, 2011 to Jan 5, 2017 Inference
- R•••••• S•••• J••••• · Director · Jan 1, 2017 to Mar 29, 2019 Inference
- A••••••• H• P• J• v•• D•• A•••• · Vice President · Jul 1, 2012 to Dec 6, 2013 Inference
- A•••••• W•••• B•••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- D•••• J• M••••••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- D••• C•••••• A•••••• C•••••••• · Vice President · Jul 1, 2012 to Dec 6, 2013 Inference
- H•••• B• L••••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- I•• D••• K••••••• C•• · Vice President, Director & Chief Investment Officer, A••••••••• · Mar 1, 2019 to Mar 27, 2020 Inference
- L••••••• V•••••• · Vice President · Dec 1, 2012 to Mar 31, 2014 Inference
- M••••• W•••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- M•••••• J••• F•••••••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- M•••• K••••••••• · Vice President · Jan 1, 2014 to Mar 31, 2014 Inference
- S•••••• P•••• M••••••••• · Vice President & Chief Investment Officer, Delegated S•••••••• · Jul 1, 2012 to Jan 2, 2024 Inference
- S•••••• M•••••• E••• · Vice President · Jul 1, 2012 to Mar 31, 2014 Inference
- W••••• S•••• B••••••• · Vice President · Jul 1, 2012 to Dec 2, 2013 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
3 relationships
Placement agents (3)
- M•• S••••••••• C•••• 6 shared · very strong · last Jan 1, 2017
- C••• C•••••• L•• 3 shared · strong · last Jan 1, 2024
- S•••••••• M•••••••• S•••••••• L•••• L•• 1 shared · one time · last Jan 1, 2014
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
2 most recent
- Aug 11, 2026••• Locked
- Nov 25, 2011••• Locked
Across the graphs
M••••• I••••••••• 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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