DFX Intelligence
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J••• M••••• P•••••• W••••• A••••••• L••
Fund of fundsClassification probableunsizedSEC registered investment adviser· San Francisco, CAj•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $86B
- PE fund assets
- $2.8B
- PE funds
- 0
- 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
- Graphs 5
- Placement agents 2
- RAUM $86B
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 62 of 65 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- unsizeddefined by: no P•••••• Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 62 of 65 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 20, 2011 to Nov 20, 2024
- RAUM
- $86Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $57.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $2.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 69%
- Fund type mix
- filed 2024-11-20, latest gav Securitized Asset Fund $57.5M, latest counts Securitized Asset Fund 3, lifetime distinct Hedge Fund 28, Real Estate Fund 6, Private Equity Fund 85, Securitized Asset Fund 4
- Employees
- 690
- Headquarters
- San Francisco, CA
- 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
65 on record, 21 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•••• • G•••••• C•••••• P••••••• X• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $24.0M as of Mar 26, 2024 | no reporting | no Form D | Unknown |
| E•••• • G•••••• C•••••• P••••••• X• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2024 first reported on Form ADV | $3.2M as of Mar 26, 2024 | no reporting | no Form D | Unknown |
| E•••• • H••••••• L••• S•••••••• V• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $191M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • G••••• O••••••••• P•••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $63.0M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • B••••• S•• F••• I• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $54.8M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • H••••• P•••• C•••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $50.3M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • T•••••••• C•••••• P•••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $48.6M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • H••••••• L••• S•••••••• V• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $44.8M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • G• B••••••••• C•••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $18.5M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • M••••••• P••••••• A••••••••• P•••••• C••••• I•• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $18.1M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • G• B••••••••• C•••••••• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $7.6M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • M••••••• A••••••••• P•••••• C••••• I•• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $6.3M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • H••••• P•••• C•••••• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $4.4M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • T•••••••• C•••••• P•••••• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $0 as of Aug 7, 2023 | no reporting | no Form D | Unknown |
| E•••• • W•••••• S•••••••• O••••••• I• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $247M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • M••••••• I••••••••• R••• E••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $108M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • H•••••• E••••• P••••••• I• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $90.1M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • O•••••• O••••••••• X• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $59.2M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • B••• T•••• C••••• O••••••••• I• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $55.6M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • H••••••••• G••••• • O••••••••• 2••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $26.9M as of Mar 26, 2024 | no reporting | no Form D | Unknown |
| E•••• • V•••••• C•••••• 2••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $26.8M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • G••••• K• 2••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $18.2M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • W•••••• S•••••••• O••••••• I• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $16.5M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• V•••••• C•••••• 2••• O••••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $3.5M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • G• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $170M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • W•••••• S•••••••• O••••••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $100M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• V•••••• C•••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $66.5M as of Mar 26, 2024 | no Form D | Early deployment | |
| E•••• S••••••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $57.4M as of Mar 26, 2024 | no Form D | Early deployment | |
| E•••• • R••••• R••• E••••• D••• I• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 first reported on Form ADV | $49.1M as of Mar 26, 2024 | no Form D | Unknown | |
| E•••• • P•••• F•••••• S•••••• S••••••••• 2••• A••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2020 year in the fund name | $59.2M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• S••• C••••••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $29.6M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• G••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2019 first reported on Form ADV | $45.0M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• H••••••••• R•••••••• F•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $14.6M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• V•••• I••••• F•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $8.2M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• R•••••• M•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $5.3M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• E••••••• R••• E••••• F••• I• •••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $70.4M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• H••••••••• R••• E••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $52.0M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• E••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $51.0M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• R••••••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $2.2M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• C••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $163M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• C•• F••• I•• L•• ADV: Hedge Fund | Fund of funds | 2017 first reported on Form ADV | $157M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• S••••• H•••••• F••• I• ••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $98.2M as of Mar 26, 2024 | no Form D | Mature | |
| A••••• • P•••••• C•••• C•••••• P••••••• E••••• V••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $74.9M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• C•• E••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $55.4M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• C•• O••••••• F••• I•• L•• ADV: Hedge Fund | Feeder or parallel | 2017 first reported on Form ADV | $51.8M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• C••••••••• R••• E••••• L•••••• F••• I• ••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2017 first reported on Form ADV | $6.5M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• E••••••• N•• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $224M as of Dec 18, 2019 | no Form D | Wound down | |
| A••••• M••••••••• O••••••••• F••• V• •••• 4• L•• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $15.4M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• S•••••• O••••••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $15.3M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• H••••••••• R••• E••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2016 first reported on Form ADV | $10.4M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• E••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $77.4M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• S••••• H•••••• F••• ••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $75.9M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• S••••• H•••••• F••• ••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $26.6M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• • T••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $19.7M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• E••••••• R••• E••••• O••••••••• F••• •••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $13.0M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• R••• E••••• O••••••••• F••• I• ••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $5.5M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• M••••••••• O••••••••• F••• I• ••••••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $1.2M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• M••••••••• O••••••••• F••• ••••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $93.6M as of Mar 26, 2024 | no Form D | Unknown | |
| A••••• S•••••• O••••••••• F••• I•• •••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $18.8M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• S•••••• O••••••••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2014 first reported on Form ADV | $3.5M as of Mar 26, 2024 | no Form D | Mature | |
| L• • G•••• C•••••• V•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $127M as of Dec 18, 2019 | no Form D | Wound down | |
| L• • G•••• C•••••• V••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $112M as of Jan 25, 2019 | no Form D | Wound down | |
| L••••••• C•••••• S•••••• S••••••••• F••• I• • a• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $16.4M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• • P•••••• C•••• C•••••• P••••••• E••••• V•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $6.6M as of Mar 26, 2024 | no Form D | Harvest | |
| A••••• R••• E••••• O••••••••• F•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2013 first reported on Form ADV | $999,588 as of Mar 26, 2024 | no Form D | Mature |
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 |
|---|---|---|---|---|---|
| L••••••• C•••••• D••••••••• C••••• O••••••••• F••• • a• L••• | P•••••• Equity Fund | 2013 to 2019 | $121M filed Dec 18, 2019 | adviserinfo.sec.gov | |
| A••••• W••••• E••••• F•••• L•• | P•••••• Equity Fund | 2019 to 2023 | $93.3M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| L• S•••••• O••••••••• F•••• L••• | P•••••• Equity Fund | 2013 to 2022 | $86.1M filed Nov 29, 2022 | adviserinfo.sec.gov | |
| A••••• O• X•••• L•• | P•••••• Equity Fund | 2016 to 2021 | $81.2M filed Jun 28, 2021 | adviserinfo.sec.gov | |
| L• L••• S••••••••• F•••• L•• | P•••••• Equity Fund | 2013 to 2021 | $53.4M filed Jun 28, 2021 | adviserinfo.sec.gov | |
| L••••••• C•••••• S•••••• S••••••••• F••• • a• L••• | P•••••• Equity Fund | 2013 to 2019 | $51.9M filed Dec 18, 2019 | adviserinfo.sec.gov | |
| L••••••• C•••••• S•••••• S••••••••• F•••• L••• | P•••••• Equity Fund | 2013 to 2019 | $46.0M filed Dec 18, 2019 | adviserinfo.sec.gov | |
| E•••• • O•• V••• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $45.9M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • L••• E••• C•••••• V• A••••• F•••• L••• | P•••••• Equity Fund | 2021 to 2023 | $45.3M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • W••••• E••••• P••••••• I•• A••••• F•••• L••• | Hedge Fund | 2022 to 2023 | $37.4M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| L••••••• C•••••• D••••••••• C••••• O••••••••• F•••• L••• | P•••••• Equity Fund | 2013 to 2019 | $32.0M filed Dec 18, 2019 | adviserinfo.sec.gov | |
| L• • G•• I••• L••• | P•••••• Equity Fund | 2013 to 2023 | $16.1M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| L••••• I••• L••• | P•••••• Equity Fund | 2013 to 2023 | $12.4M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| L••••• I•• L••• | P•••••• Equity Fund | 2013 to 2023 | $11.7M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • M• N•••••••• I• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $7.7M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • L••• E••• C•••••• V• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $6.5M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • W•••• C••••• P••••••• I•• A••••• F•••• L••• | Hedge Fund | 2022 to 2023 | $3.7M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • O•• V••• T••••••••• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $3.7M filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • L••• E••• C•••••• V• O••••••• A••••• F•••• L••• | Venture Capital Fund | 2023 to 2023 | $206,062 filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • W••••• E••••• P••••••• I• O••••••• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $0 filed Nov 28, 2023 | adviserinfo.sec.gov | |
| E•••• • W••••• E••••• P••••••• I• A••••• F•••• L••• | P•••••• Equity Fund | 2023 to 2023 | $0 filed Nov 28, 2023 | adviserinfo.sec.gov |
Team
6 current, 20 former
Managing partner (1)
- W•••••• P••••• S••• · Manager And President · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- A••••• C• B•••• · Manager · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• M•••••• S••••••• · Manager · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••• B•••• K•••••••• · Manager · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••••• R•••• G••••• · Manager · since Jul 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- H•••• H•••••• L•• · Chief Compliance Officer · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
20 former (kept with end dates)
- C••••••••• J• W•••• · Manager And President · Aug 1, 2023 to Jul 10, 2024 Inference
- R••••• L•• T••••••• · D•••••or And President · Dec 1, 2006 to Aug 1, 2023 Inference
- A•• H• H••• · Manager · Feb 1, 2023 to Jul 10, 2024 Inference
- D•••• C•••••• T•••••••• · Manager · Jul 1, 2010 to Jul 10, 2024 Inference
- G•••• H••• · Manager · Aug 1, 2023 to Aug 28, 2024 Inference
- T••••••• F• D•••• · Manager · Aug 1, 2023 to Aug 28, 2024 Inference
- A•• H• H••• · Chief Compliance Officer · Jun 1, 2015 to Nov 29, 2022 Inference
- A••••• M•••• O•••••• · D•••••or, Coo · Aug 1, 2013 to Aug 8, 2016 Inference
- A••••• A•••••••• A••••• · Treasurer · Jan 1, 1999 to Aug 19, 2013 Inference
- C•••••• A•••••• C••••••••• · Chief Compliance Officer · Sep 1, 2007 to Nov 18, 2014 Inference
- H••••• J• J••••• · Chief Compliance Officer · Nov 1, 2014 to Jun 9, 2015 Inference
- J•••••• R•••• H••• · Chief Compliance Officer · Jan 1, 2023 to Aug 1, 2023 Inference
- J••••••• S••••••• · Deputy General Counsel · Oct 1, 2013 to Mar 31, 2015 Inference
- S•••• W••••• D•••• · Deputy General Counsel · Sep 1, 2023 to Jul 10, 2024 Inference
- B•••• D•••• R•••• · D•••••or · Jul 1, 2015 to Jun 20, 2019 Inference
- C••••••••• M••• L••••• · D•••••or · Jan 1, 2020 to Jul 21, 2022 Inference
- K•••••••• A••••••••• · D•••••or · Jan 1, 1999 to Mar 27, 2020 Inference
- M••••••• W••••• · D•••••or · Jul 1, 2010 to Aug 8, 2016 Inference
- S•••• C••••••• H••••••• · D•••••or · Jun 1, 2013 to Mar 27, 2023 Inference
- Y••• I• K••••• · D•••••or, Cao · Apr 1, 2008 to Aug 19, 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
2 relationships
Placement agents (2)
- F•••• R••••••• S••••••••• C••••••• L•• 18 shared · very strong · last Jan 1, 2023
- J••• M••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2023
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
- Sep 1, 2026Adviser CRD 108559 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Dec 20, 2011J••• M••••• P•••••• W••••• A••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
J••• M••••• P•••••• W••••• A••••••• L•• is the same institution as 5 records in Venture Capital, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.
Venture Capital1RIA and Wealth1Allocators1Private Credit1Real 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.
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