DFX Intelligence
Private Equity Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Firms / P••••••••• R••••••••
P••••••••• R••••••••
••• Locked
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.44bn Private Equity Fund GAV on the Form ADV filed 2024-03-19
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 30, 2019 to Mar 19, 2024
- RAUM
- $438Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $437Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $437Mevery private fund type, latest filing
- 2024 PE fund GAV
- $437Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-19, latest gav Private Equity Fund $437M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 7
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- energy, 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
- 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
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••••••• R•••••••• F••• I••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $240M as of Mar 19, 2024 | no Form D | Mature | |
| P••••••••• R•••••••• F••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $191M as of Mar 19, 2024 | no Form D | Active deployment | |
| P••••••••• R•••••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.7M as of Mar 19, 2024 | no Form D | Harvest |
Team
8 current, 1 former
Managing partner (2)
- B•••• M••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• B•••• M••••• M•••• · Managing Member · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- G••• M•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• O••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- I•• T•••••••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- R••• C••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- D••••• H•••• S••••• · Trustee · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- S••••• M•••••• · Finance and Compliance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- S•••••• G••• Z•••••••• · Chief Compliance Officer And Controller · Jan 1, 2015 to May 31, 2022 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
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
1 most recent
- Jul 30, 2019P••••••••• R•••••••• first filed Form ADV in the extract (IA)
Across the graphs
P••••••••• R•••••••• 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.
Checking your plan…