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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / T••••••• P••• P•••••••• L•
T••••••• P••• P•••••••• L•
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 5
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: P•••••• Equity Funds are 0 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 5
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 27, 2012 to Jul 23, 2024
- RAUM
- $317Mregulatory 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
- $271Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-07-23, latest gav Hedge Fund $271M, latest counts Hedge Fund 3, lifetime distinct Hedge Fund 5
- Employees
- 7
- Headquarters
- Palo Alto, CA
- Office address
- 505 HAMILTON AVE., SUITE 300, Palo Alto, CA, 94301
- Business phone
- 831-998-9540
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- technology, energy, manufacturing, building products
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- from $100B
- 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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T••••••• P••• P••••••• I•• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $106M as of Jul 23, 2024 | no Form D | Mature | |
| T••••••• P••• P••••••• P•••••• E•••••• L• ADV: Hedge Fund | Buyout fund | unknown | $31.2M as of Jul 23, 2024 | no Form D | Harvest |
Team
6 current, 0 former
Partner (1)
Board or advisory (4)
- C•••••••• R••••• M••••• · Trustee · since Jan 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• F•••• D•••••• · Trustee · since Oct 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• L••••••• P••••••• · Trustee · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• L••• S•••••••• · Trustee · since Oct 1, 2005 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•••••• B••••• · Chief Financial Officer; Chief Compliance Officer · since May 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
5 most recent
- Mar 13, 2024Nozomi Networks Secures $100M Investment to Accelerate Mission to Defend the World's Critical Infrastructure from Cyber Threats
- Dec 7, 2023Contentsquare Completes Acquisition of Heap
- Feb 15, 2023Gradle Inc. Acquires Triplequote to Expand Developer Productivity Solutions Footprint
- Dec 9, 2022Getaround Announces Closing of Business Combination with InterP•••••• II Acquisition Corp
- Mar 27, 2012T••••••• P••• P•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
T••••••• P••• P•••••••• L• is the same institution as 1 record in RIA and Wealth.
RIA 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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