DFX Intelligence

Private Equity Intelligence

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Firms / H•• I••••••••• P•••••••• L••

H•• I••••••••• P•••••••• L••

Private credit manager · probableLarge capNew York, NYh•••••••••.comSEC registered investment adviser

Classification

Class: Private credit managerprobable, confidence 70%
Basis: R2: 69 of 89 private equity vehicles are named credit
Size band: Large capdefined by: proxy: $82.77bn Private Equity Fund GAV on the Form ADV filed 2024-12-03
Strategies: INFRASTRUCTURE, PRIVATE CREDIT

Classification history (1)

Sep 13, 2026
Private credit manager (probable, 70%, cls-pe-1)
R2: 69 of 89 private equity vehicles are named credit

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jan 27, 2016 to Dec 3, 2024
RAUM: $126Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 128
PE fund GAV, latest filing: $83Breported gross assets (Form ADV), not fund size
All private fund GAV: $131Bevery private fund type, latest filing
2024 PE fund GAV: $83Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 55%
Fund type mix: filed 2024-12-03, latest gav Hedge Fund $33B, Real Estate Fund $314M, Other Private Fund $1.1B, Private Equity Fund $83B, Securitized Asset Fund $14B, latest counts Hedge Fund 61, Real Estate Fund 2, Other Private Fund 6, Private Equity Fund 128, Securitized Asset Fund 33, lifetime distinct Hedge Fund 75, Real Estate Fund 7, Other Private Fund 7, Private Equity Fund 150, Securitized Asset Fund 35
Employees: 604
Headquarters: New York, NY
Office address: 40 WEST 57TH STREET, 33RD FLOOR, New York, NY, 10019
Business phone: 212-287-6767

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: franchising
Geography: Global
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

165 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
H•• A•• D••••• L•••••• F•••• S••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$826M as of Dec 3, 2024	no Form D	Unknown
C•••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$411M as of Dec 3, 2024	no Form D	Unknown
H•• H••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$225M as of Dec 3, 2024	no Form D	Unknown
H•• S•••••••• L••• M••••• F••• •••• V• L••• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$212M as of Dec 3, 2024	no Form D	Unknown
H• P•••••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	2024 first reported on Form ADV	$202M as of Dec 3, 2024	no Form D	Unknown
H•• O••••••• S••••••••• a•• E••••• T••••••••• F•••• S••• ADV: P•••••• Equity Fund	Infrastructure fund	2024 first reported on Form ADV	$156M as of Dec 3, 2024	no Form D	Unknown
P••••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$147M as of Dec 3, 2024	no Form D	Unknown
H•• a• S•• V• C••••••••• F•••• S••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$100M as of Dec 3, 2024	no Form D	Unknown
H•• B•••• K••••• 1••• S•••••••• L••• F•••• L•• ADV: P•••••• Equity Fund	Credit fund	2024 first reported on Form ADV	$60.3M as of Dec 3, 2024	no Form D	Unknown
H•• A••••• D••••• L•••••• C••••••••• F•••• S••• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$5,752 as of Dec 3, 2024	no Form D	Unknown
H•• S•••••••• L••• F••• V•• S••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$2.6B as of Dec 3, 2024	no Form D	Early deployment
C••• S••••• L•••••• I••••••••• F••• •••• I•••• S••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$1.1B as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• I••••••••• F••• V•• S••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$762M as of Dec 3, 2024	no Form D	Early deployment
H•• A••••• D••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$619M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• I••••••••• P••••••• V• F•••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2023 first reported on Form ADV	$464M as of Dec 3, 2024	no Form D	Early deployment
H• D••••• L•••••• C••••••••• F••• 2•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 year in the fund name	$422M as of Dec 3, 2024	no Form D	Unknown
H•• A• S•• V• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$404M as of Dec 3, 2024	no Form D	Unknown
H•• A•••• P•••••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Fund of funds	2023 first reported on Form ADV	$387M as of Dec 3, 2024	no Form D	Early deployment
H•• S••• P•••••• C••••• F•••• S••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$324M as of Dec 3, 2024	no Form D	Early deployment
L••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$307M as of Dec 3, 2024	no Form D	Early deployment
H•• E•••••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$306M as of Dec 3, 2024	no Form D	Early deployment
H•• P• S•• V• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$279M as of Dec 3, 2024	no Form D	Early deployment
H•• • S• S•••••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$257M as of Dec 3, 2024	no Form D	Early deployment
M•••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$236M as of Dec 3, 2024	no Form D	Early deployment
C••• S••••• L•••••• I••••••••• F••• I•••• S••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$225M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• F••• V• F•••••• L••• ADV: P•••••• Equity Fund	Credit fund	2023 first reported on Form ADV	$211M as of Dec 3, 2024	no Form D	Unknown
H•• a• S•• V• C••••••••• F•••• S••• ADV: P•••••• Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$171M as of Dec 3, 2024	no Form D	Early deployment
H•• H••••• S•••••••• I••••••••• P••••••• 2•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2023 year in the fund name	$122M as of Dec 3, 2024	no Form D	Unknown
H•• O••••••• S•••••••• I••••••••• P••••••• V• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$5.7B as of Dec 3, 2024	no Form D	Early deployment
C••• S••••• L•••••• P•••••••• I•• S••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$4.8B as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• I••••••••• P••••••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$4.4B as of Dec 3, 2024	no Form D	Early deployment
C••• S••••• L•••••• F••• I•• S••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$2.7B as of Dec 3, 2024	no Form D	Unknown
H•• O••••••• S•••••••• I••••••••• P••••••• V• E•••••• S••• ADV: P•••••• Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$2.0B as of Dec 3, 2024	no Form D	Early deployment
H•• A• S•••••••• I••••••••• P••••••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$1.1B as of Dec 3, 2024	no Form D	Early deployment
C••• S••••• L•••••• F••• I• F•••••• L••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$934M as of Dec 3, 2024	no Form D	Unknown
C••• S••••• L•••••• I••••••••• F••• I•• S••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$823M as of Dec 3, 2024	no Form D	Early deployment
P•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$597M as of Dec 3, 2024	no Form D	Early deployment
H• S•• V• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$522M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• E••••• F••• V• S••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$501M as of Dec 3, 2024	no Form D	Unknown
H•• E••• U•••••••• D••••• L•••••• F•••• S••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$413M as of Dec 3, 2024	no Form D	Early deployment
M•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$349M as of Dec 3, 2024	no Form D	Early deployment
H•• M••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$347M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• O•••••• F••• V• L••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$318M as of Dec 3, 2024	no Form D	Unknown
H• D••••• L•••••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$300M as of Dec 3, 2024	no Form D	Early deployment
M•••••• C••••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$223M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• F••• •••• V• L••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$178M as of Dec 3, 2024	no Form D	Early deployment
P•••••• O•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$120M as of Dec 3, 2024	no Form D	Early deployment
H•• S•••••••• L••• I••••••••• F••• V• F••••• L••• ADV: P•••••• Equity Fund	Credit fund	2022 first reported on Form ADV	$86.9M as of Dec 3, 2024	no Form D	Early deployment
S••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$83.1M as of Dec 3, 2024	no Form D	Early deployment
H•• K• S•• V• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$54.7M as of Dec 3, 2024	no Form D	Early deployment
S•••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$4.6M as of Dec 3, 2024	no Form D	Unknown
H•• S•••••••• L••• I••••••••• F••• V• S••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$1.4B as of Dec 3, 2024	no Form D	Unknown
H•• A• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$772M as of Dec 3, 2024	no Form D	Active deployment
H• D••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$712M as of Dec 3, 2024	no Form D	Unknown
E••• I• I••• H••••••• D••••••••• A••••••• C•••••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$609M as of Dec 3, 2024	no Form D	Unknown
H•• S•••••••• L••• F••• V• F•••••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$364M as of Dec 3, 2024	no Form D	Active deployment
G••••• I•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$345M as of Dec 3, 2024	no Form D	Active deployment
H•• O•••• S•••••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$311M as of Dec 3, 2024	no Form D	Unknown
E••••••• A•••• V•••• O••••••• M••••• F••• I•• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$289M as of Dec 3, 2024	no Form D	Unknown
R• S•••••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$256M as of Dec 3, 2024	no Form D	Unknown
G•• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$250M as of Dec 3, 2024	no Form D	Unknown
B••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$209M as of Aug 28, 2023	no Form D	Wound down
H•• C••• S••••• L•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$207M as of Dec 3, 2024	no Form D	Unknown
H•• H••••• S•••••••• I••••••••• P••••••• V• 2•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2021 year in the fund name	$194M as of Dec 3, 2024	no Form D	Early deployment
M••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$94.7M as of Dec 3, 2024	no Form D	Unknown
E••••••• A•••• V•••• O••••••• M••••• F••• •••• I•• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2021 first reported on Form ADV	$88.2M as of Dec 3, 2024	no Form D	Unknown
E•••••••• I• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$81.4M as of Aug 28, 2023	no Form D	Wound down
H•• A•••••••• L••• P••••••• ADV: P•••••• Equity Fund	Credit fund	2021 first reported on Form ADV	$30.2M as of Dec 3, 2024	no Form D	Unknown
H• C•••••••• A••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$393,783 as of Dec 3, 2024	no Form D	Unknown
H•• S•••••••• L••• F••• V• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$2.7B as of Dec 3, 2024	no Form D	Successor fundraising
P••••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$948M as of Dec 3, 2024	no Form D	Active deployment
M•••••• A••••••••• C••••• F•••• I••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$618M as of Dec 3, 2024	no Form D	Mature
H•• H••••• 2••• D••••• L•••••• F••• L•••••• ADV: P•••••• Equity Fund	Credit fund	2020 year in the fund name	$480M as of Dec 3, 2024	no Form D	Unknown
H•• V• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$454M as of Dec 3, 2024	no Form D	Mature
H•• H••••• M•••••••• P••••••• 2•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 year in the fund name	$414M as of Dec 3, 2024	no Form D	Unknown
S••• C•••••••• I•• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$265M as of Mar 5, 2021	no Form D	Wound down
H•• D•• D••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$227M as of Dec 3, 2024	no Form D	Harvest
H• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$123M as of Dec 3, 2024	no Form D	Active deployment
H•• E••••••• L••••• L••• O••••••••• M••••• F•••• L••• ADV: Other P•••••• Fund	Credit fund	2020 first reported on Form ADV	$101M as of Dec 3, 2024	no Form D	Mature
H•• E••••••• L••••• L••• O••••••••• T•••• ADV: Other P•••••• Fund	Credit fund	2020 first reported on Form ADV	$101M as of Dec 3, 2024	no Form D	Mature
N•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$96.1M as of Dec 3, 2024	no Form D	Harvest
H•• M•••••••• E••••• • P•••• C••••• O••••••• F•••••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$92.3M as of Aug 28, 2023	no Form D	Wound down
H•• M•••••••• E••••• • P•••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$64.1M as of Dec 3, 2024	no Form D	Harvest
H•• M•••••••• E••••• • P•••• C••••• O••••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$10.4M as of Dec 3, 2024	no Form D	Harvest
H•• M•••••••• E••••• • P•••• C••••• O••••••• M••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2020 first reported on Form ADV	$0 as of Aug 28, 2023	no Form D	Wound down
H•• O••••••• M•••••••• P••••••• 2•••• L••• ADV: P•••••• Equity Fund	Credit fund	2019 year in the fund name	$5.9B as of Dec 3, 2024	no Form D	Mature
H•• M•••••••• P••••••• 2•••• L••• ADV: P•••••• Equity Fund	Credit fund	2019 year in the fund name	$4.2B as of Dec 3, 2024	no Form D	Mature
H•• A• M•••••••• P••••••• 2•••• L••• ADV: P•••••• Equity Fund	Credit fund	2019 year in the fund name	$780M as of Dec 3, 2024	no Form D	Mature
E••••••• A•••• V•••• F••• •••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$779M as of Dec 3, 2024	no Form D	Active deployment
H•• K• M••• 2••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 year in the fund name	$327M as of Dec 3, 2024	no Form D	Unknown
E••••••• A•••• V•••• O••••••• F••• I•• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$321M as of Dec 3, 2024	no Form D	Active deployment
G•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$274M as of Mar 5, 2021	no Form D	Wound down
S••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$188M as of Mar 5, 2021	no Form D	Wound down
H•• O••••••• M•••••••• P••••••• 2••• C••••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 year in the fund name	$158M as of Dec 3, 2024	no Form D	Unknown
O••••••••• C•• M••••• F••• I•• L••• ADV: Hedge Fund	Credit fund	2019 first reported on Form ADV	$117M as of Dec 3, 2024	no Form D	Successor fundraising
H•• P• C••••••••• F•••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$113M as of Dec 3, 2024	no Form D	Harvest
E••••••• A•••• V•••• O••••••• F••• •••• I•• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$89.0M as of Dec 3, 2024	no Form D	Mature
H•• O••••••• M•••••••• P••••••• 2••• E•••••• S••• ADV: P•••••• Equity Fund	Credit fund	2019 year in the fund name	$87.1M as of Dec 3, 2024	no Form D	Mature
O••••••••• C•• O••••••• F••• I•• L••• ADV: Hedge Fund	Credit fund	2019 first reported on Form ADV	$82.1M as of Dec 3, 2024	no Form D	Harvest
A•••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$66.8M as of Aug 28, 2023	no Form D	Wound down
H•• S•••••• S••••••••• O••••••••• O••••••• F•••• L••• ADV: Hedge Fund	Special situations fund	2019 first reported on Form ADV	$50.2M as of Dec 3, 2024	no Form D	Active deployment
O••••••••• C•• F••• I•• L••• ADV: Hedge Fund	Credit fund	2019 first reported on Form ADV	$26.6M as of Dec 3, 2024	no Form D	Harvest
C••• S••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$1.6B as of Dec 3, 2024	no Form D	Mature
C••• S••••• L•••••• F••• ••••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$434M as of Dec 3, 2024	no Form D	Mature
F••••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$311M as of Dec 3, 2024	no Form D	Mature
E• M•••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$29.0M as of Dec 3, 2024	no Form D	Harvest
W••••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$11.6M as of Feb 24, 2022	no Form D	Wound down
S•••• C••••• T•••• ADV: Other P•••••• Fund	Credit fund	2018 first reported on Form ADV	$7.1M as of Feb 24, 2022	no Form D	Wound down
E• O••••••• M•••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	2018 first reported on Form ADV	$6.0M as of Dec 3, 2024	no Form D	Successor fundraising
O••••••• M•••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	2017 first reported on Form ADV	$4.3B as of Dec 3, 2024	no Form D	Successor fundraising
M•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	2017 first reported on Form ADV	$1.8B as of Dec 3, 2024	no Form D	Mature
C••••••• F•••• L••• ADV: Hedge Fund	buyout or unlabelled	2017 first reported on Form ADV	$1.1B as of Dec 3, 2024	no Form D	Unknown
H••••• D••••• L•••••• 2••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2017 year in the fund name	$599M as of Dec 3, 2024	no Form D	Unknown
P•••••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$507M as of Dec 3, 2024	no Form D	Unknown
S••••••••• C••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2017 first reported on Form ADV	$468M as of Dec 3, 2024	no Form D	Mature
K•••• H••• C••••• F•••• L••• ADV: Hedge Fund	Credit fund	2017 first reported on Form ADV	$460M as of Dec 3, 2024	no Form D	Unknown
A• M•••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	2017 first reported on Form ADV	$420M as of Dec 3, 2024	no Form D	Harvest
M••••• S••••• D••••• L•••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	2017 first reported on Form ADV	$359M as of Dec 3, 2024	no Form D	Mature
O••••••• M•••••••• P••••••• I•• I••••••••• L••• ADV: P•••••• Equity Fund	Fund of funds	2017 first reported on Form ADV	$254M as of Dec 3, 2024	no Form D	Successor fundraising
O••••••• M•••••••• P••••••• I•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$186M as of Dec 3, 2024	no Form D	Successor fundraising
O••••••• M•••••••• P••••••• I•• C•••••••• F•••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$40.4M as of Dec 3, 2024	no Form D	Successor fundraising
H••••••••• P•••••••• S••••••••• • A•••••••• R••••• I•••• S•••••••• L••• F••• P•• ADV: P•••••• Equity Fund	Credit fund	2016 first reported on Form ADV	$1.3B as of Dec 3, 2024	no Form D	Mature
S•••••••• L••• F••• 2•••• L••• ADV: P•••••• Equity Fund	Credit fund	2016 year in the fund name	$1.1B as of Dec 3, 2024	no Form D	Harvest
H••••••••• L••••• L••• O••••••••• F•••• L••• ADV: Other P•••••• Fund	Credit fund	2016 first reported on Form ADV	$43.8M as of Dec 3, 2024	no Form D	Unknown
H•• • C••••• D••••• L•••••• F•••• L••• ADV: Hedge Fund	Credit fund	unknown	$2.5B as of Dec 3, 2024	no Form D	Mature
H••••••••• P•••••••• S••••••••• • A•••••••• R••••• S•••••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$1.9B as of Dec 3, 2024	no Form D	Mature
H••••••••• P•••••••• S••••••••• • S•••••••• L••• V• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$870M as of Dec 3, 2024	no Form D	Mature
H•• • R•• C•••• F•••• L••• ADV: Hedge Fund	buyout or unlabelled	unknown	$745M as of Dec 3, 2024	no Form D	Mature
H••••••••• P•••••••• S••••••••• • G••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$516M as of Dec 3, 2024	no Form D	Harvest
H••••••••• L••••• L••• O••••••••• M••••• F•••• L••• ADV: Other P•••••• Fund	Credit fund	unknown	$438M as of Dec 3, 2024	no Form D	Harvest
H•• • E••••••• A•••• V•••• O••••••• F•••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$411M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • O••••••• M•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$390M as of Dec 3, 2024	no Form D	Harvest
H•• • E••••••• A•••• V•••• O••••••• M••••• F•••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$370M as of Dec 3, 2024	no Form D	Harvest
H•• P•••••• L••• O••••••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$368M as of Dec 3, 2024	no Form D	Harvest
H••••••••• L••••• L••• O••••••••• T•••• ADV: Other P•••••• Fund	Credit fund	unknown	$367M as of Dec 3, 2024	no Form D	Harvest
H••• • S•••••••• C•••••• P••••••• T•• F•••• L••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$302M as of Mar 4, 2019	no Form D	Wound down
H••• • S•••••••• C•••••• P••••••• T•• H••••••• F•••• L••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$302M as of Mar 4, 2019	no Form D	Wound down
H••••••••• P•••••••• S••••••••• • O••••••• M•••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$197M as of Nov 18, 2022	no Form D	Wound down
H•• • E••••••• A•••• V•••• O••••••• F••• O••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$176M as of Dec 3, 2024	no Form D	Harvest
H•• D•• M•• O••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$143M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • J••• R••• A••••• F•••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$122M as of Dec 3, 2024	no Form D	Harvest
H• R• M••••• P•••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$117M as of Dec 3, 2024	no Form D	Mature
H••••••••• P•••••••• S••••••••• • M•••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$98.7M as of Nov 18, 2022	no Form D	Wound down
H••••••••• P•••••••• S••••••••• • M•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$90.8M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • N•• S••••• L••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$88.8M as of Dec 3, 2024	no Form D	Harvest
H•• • O••••••••• C•• M••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$82.2M as of Feb 24, 2022	no Form D	Wound down
H•• • S• S•••••••• I••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$71.7M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • O••••••• M•••••••• P••••••• I• S•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$68.6M as of Dec 3, 2024	no Form D	Harvest
H• R• P•••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$59.5M as of Dec 3, 2024	no Form D	Mature
H• R• C•••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$57.1M as of Dec 3, 2024	no Form D	Mature
H•• • O••••••••• C•• O••••••• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$52.9M as of Feb 24, 2022	no Form D	Wound down
H•• • E••••••• A•••• V•••• O••••••• F••• ••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$48.7M as of Dec 3, 2024	no Form D	Harvest
H•• • E••••••• A•••• V•••• O••••••• M••••• F••• ••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$48.3M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • S•••••••• L••• F••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$33.4M as of Aug 28, 2023	no Form D	Wound down
H••••••••• P•••••••• S••••••••• • I••••••••• M•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$31.2M as of Dec 3, 2024	no Form D	Harvest
H•• • E••••••• A•••• V•••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$27.7M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • I••••••••• M•••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$24.1M as of Nov 18, 2022	no Form D	Wound down
H•• • O••••••••• C•• F•••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$22.9M as of Feb 24, 2022	no Form D	Wound down
H•• D•• M•• P•••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$13.7M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • A• M•••••••• P••••••• I•• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$13.4M as of Dec 3, 2024	no Form D	Harvest
H••••••••• P•••••••• S••••••••• • S•••••••• L••• I••••••••• F••• I••• L••• ADV: P•••••• Equity Fund	Credit fund	unknown	$8.8M as of Aug 28, 2023	no Form D	Wound down
C••••••••• V•••••• C•••••• I••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$7.1M as of Aug 28, 2023	no Form D	Wound down
H••••••••• L••••• L••• O••••••••• O•••••• F•••• L••• ADV: Other P•••••• Fund	Credit fund	unknown	$4.3M as of Dec 3, 2024	no Form D	Unknown
C••••••••• V•••••• C•••••• I•• •••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$2.6M as of Aug 28, 2023	no Form D	Wound down
C••••••••• V•••••• C•••••• O••••••• I••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$825,068 as of Aug 28, 2023	no Form D	Wound down

Team

8 current, 8 former

Partner (1)

S•••• B••••••• K•••••• · Sole Member · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Board or advisory (4)

F•••• R•••••••• · Board Member · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• D• P•••••••• · Board Member · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••••• P••• · Board Member · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S••• P••••• F••••• · Board Member · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (3)

J••••• J•••• V••••••• · Chief Compliance Officer (H•• I••••••••• P•••••••• L••)/Managing D•••••or · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••• R••• K••••••••• · Chief Financial Officer And Chief Risk Officer (H•• I••••••••• P•••••••• L••)/Managing D•••••or · since Apr 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Y•••••• K•••••••• C••• · General Counsel (H•• I••••••••• P•••••••• L••)/Managing D•••••or · since Aug 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

8 former (kept with end dates)

R•••••• B••••••• K•••••• · Trustee · Nov 1, 2011 to Mar 29, 2018 Inference
S••••• C•••••• D•••• · Trustee · Feb 1, 2017 to Mar 29, 2018 Inference
C••••••• H••• F••••••• · Member (Cvc Iii Partners Llc) · Nov 1, 2008 to Mar 29, 2018 Inference
L••• B••• · Member (Cvc Iii Partners Llc) · Dec 1, 2008 to Mar 29, 2018 Inference
L••• A••• B••• · Member (Cvc Iii Partners Llc) · Nov 1, 2008 to Mar 29, 2018 Inference
N••••••• I••• · Member (Cvc Iii Partners Llc) · Dec 1, 2008 to Mar 29, 2018 Inference
T••••• B••••• W•••••••• · Member (Cvc Iii Partners Llc) · Nov 1, 2008 to Mar 29, 2018 Inference
J••• L• O•••• · Chief Compliance Officer (H••••••••• P•••••••• S•••••••••, Llc)/Managing D•••••or · Feb 1, 2008 to Apr 22, 2016 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

8 on record

Date	Type	Target	This firm’s role	Source
Mar 2, 2026	Platform acquisition	F••••• S•••••••• G••••	Lender (confirmed)	jflco.com
Aug 7, 2025	Add-on acquisition	H•• I••••••••• P•••••••• L••	Target (confirmed)	charlesbank.com
May 23, 2025	Platform acquisition	H•• I••••••••• P•••••••• L••	Target (confirmed)	lidoadvisors.com
May 21, 2025	Add-on acquisition	H•• I••••••••• P•••••••• L••	Target (confirmed)	charlesbank.com
Oct 1, 2024	Exit to a strategic buyer	P•••••••••	Lender (confirmed)	vistaequitypartners.com
Jun 5, 2024	Platform acquisition	B•••••	Lender (confirmed)	provequity.com
Oct 4, 2021	Platform acquisition	T••••••••	Lender (confirmed)	provequity.com
date unknown	Majority investment	T••••••••	Lender (confirmed)	spectrumequity.com

Placement agents, lenders, advisers and co-investors

35 relationships

Placement agents (35)

J••• M••••• I••••••••• I••••••••• 19 shared · very strong · last Jan 1, 2020
J••••••• A•••• M••••••••• ••••••• L•••••• 15 shared · very strong · last Jan 1, 2020
J••••••• A•••• M••••••••• ••••••••• L•••••• 15 shared · very strong · last Jan 1, 2020
J••••••• A•••• M••••••••• ••••••• I••• 14 shared · very strong · last Jan 1, 2020
M•• C•••••• A••••••• L•••••• 11 shared · very strong · last Jan 1, 2021
J••• M••••• S••••••••• L•• 9 shared · very strong · last Jan 1, 2016
J••••••• A•••• M••••••••• ••••••••• L•••••• 8 shared · very strong · last Jan 1, 2018
J••• M••••• ••••••• S• 8 shared · very strong · last Jan 1, 2018
J••••••• F•••• ••••• L•••••• 8 shared · very strong · last Jan 1, 2018
K••••• S••••••••• C••• L••• 8 shared · very strong · last Jan 1, 2021
J••••••• A•••• M••••••••• •••••• L•••••• 8 shared · very strong · last Jan 1, 2018
J••• M••••• A•••• M••••••••• ••• L•••••• 7 shared · very strong · last Jan 1, 2018
C••• P•••••• A•••••••• L•• 6 shared · very strong · last Jan 1, 2020
J••••••• A•••• M••••••••• ••••••• S•••••• 5 shared · very strong · last Jan 1, 2016
K••• S••••••••• 4 shared · strong · last Jan 1, 2020
J••• M••••• A•••• M••••••••• M•••••••• L•••••• 4 shared · strong · last Jan 1, 2016
F•••• A••••• P••••••• L•• 4 shared · strong · last Jan 1, 2016
E•••• C•••••• I••••••••• 4 shared · strong · last Jan 1, 2021
J•• P•••••• B••• 3 shared · strong · last Jan 1, 2020
J••••••• A•••• M••••••••• ••••••• S••• 3 shared · strong · last Jan 1, 2018
X•• D••••••••• S••••••• S•• 2 shared · recurring · last Jan 1, 2024
B••••••• 2 shared · recurring · last Jan 1, 2023
J••• M••••• S••••••••• ••• E•••• L••••••• S•••• B••••• 2 shared · recurring · last Jan 1, 2016
P••••• A••••••• 2 shared · recurring · last Jan 1, 2020
S••••• G••••• A••••••• J•••• C••• L•• 2 shared · recurring · last Jan 1, 2023
G••••••••• G•••• F•• 2 shared · recurring · last Jan 1, 2020
I••••••••• I••••••••• A••••••• L•••••• 2 shared · recurring · last Jan 1, 2016
K•••• S••••••••• C••• L••• 2 shared · recurring · last Jan 1, 2023
C••••• S••••• S••••••••• •••• L•• 1 shared · one time · last Jan 1, 2013
F•••• A••••• 1 shared · one time · last Jan 1, 2016
I•• F•••••••• S••••••• A• 1 shared · one time · last Jan 1, 2017
B•• P•••••• A•••••••• S•• 1 shared · one time · last Jan 1, 2020
J••••••• A•••• M•••••••• ••••••• I••• 1 shared · one time · last Jan 1, 2017
J••••••• A•••• M•••••••• ••• L•••••• 1 shared · one time · last Jan 1, 2017
H•• S••••••••• L•• 1 shared · one time · last Jan 1, 2024

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

5 most recent

May 20, 2026
H•• I••••••••• P•••••••• L••: P•••••• Equity Funds on Form ADV 128 (2024 extract) -> 142 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Aug 7, 2025
L••• A••••••• Completes S•••••••• Investment from HPS to Support Continued Growth
Transaction announcedFactC••••••••• C•••••• P•••••••• L••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
May 23, 2025
N••• • P•••• L••• A••••••• Enters into S•••••••• Partnership with HPS to Support Continued Growth
Transaction announcedFactN••• • P•••• L••• A•••••••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
May 21, 2025
L••• A••••••• Enters into S•••••••• Partnership with HPS to Support Continued Growth
Transaction announcedFactC••••••••• C•••••• P•••••••• L••P•••• release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS)
Jan 27, 2016
H•• I••••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness98 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9833333333333333,"evidence":"3 method: sum of component points, capped at 1.0
model score-pe-1
Exit readiness0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no executive or refinancing events tracked for this company yet
model score-pe-1
Research priority55 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.4,"evidence":"LARGE_CAP"},{"code":"COMPLETENESSmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, lenders, lps
model score-pe-1
Fund deployment activity100 · HIGH: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 3 days ago
Observations: 29
Sources: 4
Open research tasks: 11

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

H•• I••••••••• P•••••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Private 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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