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 / P•••••• C•••••• M••••••••• L••
P•••••• C•••••• M••••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 32 of 32 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 32 of 32 distinct vehicles are sworn Private Equity Funds; 23 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 2, 2012 to Mar 26, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 22
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 22, lifetime distinct Private Equity Fund 32
- Employees
- 26
- Headquarters
- Washington, DC
- Office address
- 2000 K STREET N.W., SUITE 500, Washington, DC, 20006
- Business phone
- 202-293-5590
Stated criteria beside observed behaviour
55 observed deals
Stated by the firm
- Sectors
- safety security, technology, life sciences, energy, media telecom
- 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
- We seek out diverse investment opportunities across the US and worldwide.
Observed from deals on record
- roles
- unknown 55
- period
- to unknown, from unknown, undated holdings 55, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 55
- companies
- 55
- geography
- investments
- 55
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.073, value software, examples Virtuoso, Elliptic, Sandbox AQ, Hushmesh, count 1, share 0.018, value life sciences, examples Basilard Biotech, count 1, share 0.018, value consumer services, examples Inscripta
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 4, share 0.073, value software, examples Virtuoso, Elliptic, Sandbox AQ, Hushmesh, count 1, share 0.018, value life sciences, examples Basilard Biotech, count 1, share 0.018, value landscaping, examples Inscripta
55 companies on the graph (0 transactions); most in software (4); no dated observations
Funds
32 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• D•••••• B•••••• F••• •••••• I•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $12.4M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• D•••••• B•••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.4M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• D•••••• B•••••• C•••••••• F•••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.4M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• C•••• F••• I• ••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $46.5M as of Mar 26, 2024 | no Form D | Early deployment | |
| P•••••• C•••• F••• I• •••••• I•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $101M as of Mar 26, 2024 | no Form D | Early deployment | |
| E• S••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $56.9M as of Mar 26, 2024 | no Form D | Early deployment | |
| P•••••• C•••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $234M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• C•••• F••• I• •••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $71.9M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• C•••• C•••••••• F••• I•• L•• ADV: Private Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $47.0M as of Mar 26, 2024 | no Form D | Active deployment | |
| P•••••• C•••• F••• •••••• I••••••• E••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $10.2M as of Mar 26, 2024 | no Form D | Mature | |
| P•••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $1.3M as of Mar 26, 2024 | no Form D | Mature | |
| P•••••• C•••• C•••••••• F•••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2018 first reported on Form ADV | $190M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• E••••••• C•••• F•••• S••••••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $77.6M as of Mar 26, 2024 | no Form D | Mature | |
| P•••••• I•• •••••• I••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $71,637 as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• I•• ••••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $12,305 as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• C•••• F••• •••••• I•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $72.6M as of Mar 26, 2024 | no Form D | Mature | |
| P•••••• C•••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $8.7M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• C•••••• P••••••• F•••• L• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $2.5M as of Apr 25, 2018 | no Form D | Wound down | |
| P•••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $48.8M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• I•• •• C••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $41.3M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• I•• •••••• I•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $28.3M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• I•• •••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.1M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• I•• •••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.1M as of Mar 26, 2024 | no Form D | Unknown | |
| P•••••• •••• L••• • S••••• B• ADV: Private Equity Fund | Feeder or parallel | unknown | $11.0M as of Mar 26, 2024 | no Form D | Harvest | |
| P•••••• ••• L••• • S••••• a• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.6M as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• H••••••• S••••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• S•••••••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $1.2M as of Mar 31, 2017 | no Form D | Wound down | |
| P•••••• G••••• A••••••••• E••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $582,046 as of Mar 26, 2024 | no Form D | Harvest | |
| P•••••• H••••••• S••••••• F••• •••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $430,751 as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• H••••••• S••••••• F••• •• C••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $405,245 as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• H••••••• S••••••• F••• •••••• I•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $71,639 as of Mar 28, 2019 | no Form D | Wound down | |
| P•••••• I••••••••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $5,876 as of Mar 29, 2023 | no Form D | Wound down |
Team
57 current, 0 former
Managing partner (5)
- K•••• W••••• · President, P•••••• Global Institute · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••••• M•••••• · Co-Founder and Managing Director and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• R••••• S•••• · President · since Mar 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R••••• S•••• · Founder and Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• C• S••••••••• J•• · S•••••••• Advisory Group, Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (14)
- C•••• I••••• · Managing Director and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• E••••• S•••• · Chief Investment Officer and Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• E••••• S•••• · Chief Investment Officer/Managing Director · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••• M••••• · Managing Director and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E• K•••••• P••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• J••••• · Venture Partner and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M•••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• Y•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• M•••• · Managing Director and E••••••• Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• C•••••• P•• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• O•••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• E••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• R••••••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• R••••••• · Venture Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (4)
- C•••••• W•••••• P•• · Director of AI and Data Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L•••• · Senior Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• R••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• C•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••••• M•••••• · Capital Development Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• R•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• S•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- A•••••••• K••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- P•••••• R•••••• · Vice President of Operations & Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- C••••• E••••••••• · Tax Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E• A•••••• · Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• A•••••• · Chief Operating Officer · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• A••••• · Vice President of Fund Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• H•••• · Senior Vice President of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••••• M•••••• · Chief Compliance Officer · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• L•• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (21)
- A••• B••••• · Senior Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• v•• S•••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• R••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• C••• · Chief of Capital Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• S•••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• J•••• R• L••••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• H•••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• M••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H• L•• B••••••• · Global S••••••• Expert and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B• B••• · Global S••••••• Expert and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••••• P•• · Chief Scientist Safety Tech · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• K••••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••• A••••• P•• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• A• C••••• · Global S••••••• Expert and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• L••••••• J• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• K•••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• V••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• D•••• O•••• · Global S••••••• Expert and S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••••• A•••••• · S•••••••• Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
55 relationships, 0 platforms, 0 add-ons
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
8 relationships
Placement agents (8)
- H••••• C•••••• A••••••• B• L•• 12 shared · very strong · last Jan 1, 2024
- A•• • P••••••• A•••• M••••••••• L•• 6 shared · very strong · last Jan 1, 2024
- G• S••••••••• I••• 3 shared · strong · last Jan 1, 2023
- G••••••••• P•••••••• M••••••••• F••••• 2 shared · recurring · last Jan 1, 2022
- C•••••• P••••••• B•• L•• 1 shared · one time · last Jan 1, 2022
- F••• P••••• C•••••• P••••••• L•• 1 shared · one time · last Jan 1, 2022
- S•••••• N••••••• • C••••••• I••••••••• 1 shared · one time · last Jan 1, 2022
- A•• • P••••••• A•••• M•••••••• 1 shared · one time · last Jan 1, 2023
LP commitments
4 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• $45.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in P•••••• I••• L• $15.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $25.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in P•••••• I••• L• $15.0M osc.ny.gov
Events
3 most recent
- Mar 31, 2025N•• Y••• S•••• C••••• R••••••••• F••• reports P•••••• (NY), LP: $45,000,000 committed, vintage 2004Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Apr 2, 2012P•••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
- Nov 1, 2007N•• Y••• S•••• C••••• R••••••••• F••• reports P•••••• III (NY): $25,000,000 committedLp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Across the graphs
P•••••• C•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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