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 / C••••••• D••••••• • R•••• L••
C••••••• D••••••• • R•••• L••
We are a global investment firm that invests in and builds valuable businesses.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 61 of 61 distinct vehicles are sworn Private Equity Funds; 39 reported gross assets on a filing in 2022 or later
- Size band
- Large capdefined by: proxy: $79.88bn Private Equity Fund GAV on the Form ADV filed 2024-04-30
- Strategies
- SECONDARIES
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 61 of 61 distinct vehicles are sworn P•••••• Equity Funds; 39 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 11, 2012 to Apr 30, 2024
- RAUM
- $81Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 38
- PE fund GAV, latest filing
- $80Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $80Bevery private fund type, latest filing
- 2024 PE fund GAV
- $80Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-30, latest gav Private Equity Fund $80B, latest counts Private Equity Fund 38, lifetime distinct Private Equity Fund 61
- Employees
- 209
- Headquarters
- New York, NY
- Office address
- 375 PARK AVENUE, 18TH FLOOR, New York, NY, 10152
- Business phone
- (212) 407-5200
Stated criteria beside observed behaviour
47 observed deals
Stated by the firm
- Sectors
- business services, industrials, healthcare, technology, consumer, financial services
- Geography
- North America, Europe
- 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 invest through a single fund structure, encouraging strong alignment across our team and our investors.
Observed from deals on record
- roles
- unknown 45, platform 2
- period
- to 2025-11-17, from 2023-08-31, undated holdings 45, dated observations 4
- window
- last 2025-11-17, first 2023-08-31
- control
- control 2, unknown 45
- companies
- 47
- geography
- investments
- 47
- seller kinds
- transactions
- 2
- cadence by year
- 2023 platforms 1, 2025 platforms 1
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 1, max $10B, min $10B
- sector distribution
- count 2, share 0.043, value aerospace defense, examples Pursuit Aerospace, SunSource, count 1, share 0.021, value industrial services, examples Brand Industrial Services, count 1, share 0.021, value healthcare it, examples R1 RCM
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.043, value aerospace defense, examples Pursuit Aerospace, SunSource, count 1, share 0.021, value industrial machinery repair, examples Brand Industrial Services, count 1, share 0.021, value healthcare it, examples R1 RCM
47 companies on the graph (2 transactions); most in aerospace defense (2); 2 platforms and 0 add-ons; observed 2023 to 2025
Funds
61 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••• A••••••••• X•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.6B as of Apr 30, 2024 | no Form D | Unknown | |
| C••• F•••••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.3B as of Apr 30, 2024 | no Form D | Unknown | |
| C••••••• D••••••• • R••• F••• X•• ••••••••• S••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.1B as of Apr 30, 2024 | no Form D | Unknown | |
| C••• F••• X•• S•••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $203M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• A•••••• F••• X••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $194M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• F••• X•• S•••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $129M as of Apr 30, 2024 | no Form D | Unknown | |
| C••••••• D••••••• • R••• F••• X••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $25B as of Apr 30, 2024 | no Form D | Early deployment | |
| C••••••• D••••••• • R••• F••• X••••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $718M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••••••• D••••••• • R••• X•• ••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $714M as of Mar 31, 2023 | no Form D | Wound down | |
| C••• F••• X•• S•••••••• P••••••• ••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $152M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• F••••• E••••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $6.2M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• V•••• B••••••• P••••••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.1B as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• M••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $627M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• V•• A•••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $71.7M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• U•••••• E••••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $60.6M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• W••• E••••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $57.8M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••• V•••• B••••••• P••••••• I• ••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $56.0M as of Apr 30, 2024 | no Form D | Early deployment | |
| C••••••• D••••••• • R••• F••• X•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $15B as of Apr 30, 2024 | no Form D | Unknown | |
| C••• M•••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $1.4B as of Apr 30, 2024 | no Form D | Unknown | |
| C••••••• D••••••• • R••• F••• X•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $1.3B as of Apr 30, 2024 | no Form D | Unknown | |
| C••••••• D••••••• • R••• X• ••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3B as of Apr 30, 2024 | no Form D | Unknown | |
| C••• A•••••• F••• X•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $361M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• M•••••• C••••••••• a• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $150M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• M•••••• C••••••••• B• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $10.0M as of Apr 30, 2024 | no Form D | Unknown | |
| C••• B•••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $202M as of Apr 30, 2024 | no Form D | Active deployment | |
| C••• B•••• C••••••••• S••• L••• ADV: P•••••• Equity Fund | Continuation vehicle | 2020 first reported on Form ADV | $179M as of Apr 30, 2024 | no Form D | Active deployment | |
| C••• B•••• C••••••••• S••••• L••• ADV: P•••••• Equity Fund | Continuation vehicle | 2020 first reported on Form ADV | $22.6M as of Apr 30, 2024 | no Form D | Active deployment | |
| C••• A•••••• F••• X• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $460M as of Apr 30, 2024 | no Form D | Mature | |
| C••••••• D••••••• • R••• F••• X• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $15B as of Apr 30, 2024 | no Form D | Mature | |
| C••••••• D••••••• • R••• F••• X••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $1.3B as of Apr 30, 2024 | no Form D | Mature | |
| C••• C•••••••• E••••• H•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $690,375 as of Apr 30, 2024 | no Form D | Mature | |
| C••• M•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $76.4M as of Apr 30, 2024 | no Form D | Unknown | |
| C••••••• D••••••• • R••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $300M as of Apr 30, 2024 | no Form D | Harvest | |
| C••• C•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $470,879 as of Sep 28, 2017 | no Form D | Wound down | |
| C••• C•• C••••••••• a• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $48,217 as of Sep 28, 2017 | no Form D | Wound down | |
| C••••••• D•••••••• • R••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $5.9B as of Apr 30, 2024 | no Form D | Harvest | |
| C••• A•••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $78.5M as of Apr 30, 2024 | no Form D | Harvest | |
| C••• F•• A•••••• F••• V••• W••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $194,707 as of Apr 30, 2024 | no Form D | Harvest | |
| C••• B•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $0 as of Oct 23, 2019 | no Form D | Wound down | |
| C••••••• D••••••• • R••• F••• V•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $879M as of Apr 30, 2024 | no Form D | Harvest | |
| C••• E•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $778M as of Mar 27, 2015 | no Form D | Wound down | |
| C••••••• D••••••• • R••• F••• V• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $230M as of Apr 30, 2024 | no Form D | Harvest | |
| C•• C••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $182M as of Apr 23, 2013 | no Form D | Wound down | |
| C•• R•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $108M as of Mar 31, 2014 | no Form D | Wound down | |
| C••••••• D••••••• • R••• F••• V• L•••••• P••••••••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $105M as of Mar 31, 2014 | no Form D | Wound down | |
| C•• S•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $54.5M as of Mar 30, 2016 | no Form D | Wound down | |
| C••• U••••• C••••••••• I•• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $46.6M as of Oct 23, 2019 | no Form D | Wound down | |
| C••• U••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $34.8M as of Oct 23, 2019 | no Form D | Wound down | |
| C•• S•• C••••••••• N•• 2• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $26.1M as of Mar 30, 2016 | no Form D | Wound down | |
| C••• U••••• N•• I• C••••••••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $8.1M as of Oct 23, 2019 | no Form D | Wound down | |
| C••• U••••• N•• V••• C••••••••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $4.2M as of Oct 23, 2019 | no Form D | Wound down | |
| C••• A•••••• F••• V••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $674,984 as of Mar 30, 2020 | no Form D | Wound down | |
| C••• F•••••• • F••••• F••• V•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $297,608 as of Apr 30, 2024 | no Form D | Harvest | |
| C••• B••••• N•• V••• C••••••••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $25,483 as of Oct 23, 2019 | no Form D | Wound down | |
| C•• U•• C••••••••• N•• 2• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Oct 1, 2018 | no Form D | Wound down | |
| C••••• N•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Mar 30, 2020 | no Form D | Wound down | |
| C••••••• D••••••• • R••• F••• V•• ••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Oct 1, 2018 | no Form D | Wound down | |
| C••••••• D••••••• • R••• F••• V••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Oct 1, 2018 | no Form D | Wound down | |
| C••• B••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Mar 30, 2020 | no Form D | Wound down | |
| C•• U•• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Oct 1, 2018 | no Form D | Wound down | |
| C••• P••••••• F••• V••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $0 as of Oct 1, 2018 | no Form D | Wound down |
Team
126 current, 7 former
Managing partner (6)
- D•••• A••••• N•••• · Co-President · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• J• G•••• · Chairman · since Oct 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• K•••• S•••••• · Chief Executive Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• K•••• S•••••• · Chief Executive Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••••• K•••• S•••••• · Chief Executive Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• J•••• S•••••• · Co-President · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- A••••• C••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• D•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• J•••• C••••• · Partner Emeritus · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G• B•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- O••• B•••• · Partner, Human Capital · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• V•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•• V•••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••••• D••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• C••••• · Managing Director, Enterprise Risk, Insurance, and H••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (11)
- A••••• B•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• B•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C•••••• · Director, External Affairs, Europe · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• D•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• B••••• · Director, Environment, H••••• & Safety (EHS) · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• B•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• B•••••• · Director, Portfolio Procurement, Europe · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• E••••••••• · Director, Portfolio Procurement · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (9)
- F••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• D•••• · VP, Fund Transactions · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• F••••••• · VP, Management Company · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• C•••••• · VP, GP · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••••• D•••••• · Senior Associate, Foundation Programs · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• A•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (18)
- A•••••• D•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• A••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• A•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• F•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••• A•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• B•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• D•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••• D••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• B•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• B••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• A••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• C••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- E•••• B••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (44)
- A•••• J•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• M••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• C••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• B•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• G••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• H•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• D•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S• T••••• · Senior A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• S••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• T••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••• K••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• S•••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• R•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• S•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• L••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• U••••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G• B••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• B•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••••• A••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H••• · A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• L••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• M••••••• · Senior A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C• C•••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• K••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• S•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• F••••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T•••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• N•••• B••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S• P••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• C••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• L• C••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• A• W••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• P• F••••• · A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• R•••••• L• O•••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• T•••••• P• L•••• · Senior A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• E•••• · Principal, Tech V•••• Creation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• B•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• V••••••••• · Operating A•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- K••••• F••••••••• · Senior Associate, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C••••••••• · Associate, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (25)
- A••• C••• · AVP, Finance & Operations Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• A•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• F•••••••• · Associate, EUS Engineer, Europe · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• E••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• D••••• · Senior Associate, Portfolio Sourcing & Sustainability · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• B••••• · Senior Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• C••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• D•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• A••• · Director, Funds CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• F••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I•••• C•••• · Coordinator, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• C••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• B••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• G•••••••• · Chief Financial Officer · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• D• C••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• D••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• C•••• · VP, Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• C•••••• · Risk & Compliance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• A••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• B••• · Coordinator, Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• C•••• · AVP, Infrastructure Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• A••• · VP, Fund Accounting & Reporting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• C•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••••• P•••••• · Chief Compliance Officer · since Oct 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Y•••• C••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
7 former (kept with end dates)
- K•••• J•••• C••••• · Vice Chairman · Oct 1, 2009 to Mar 28, 2024 Inference
- E•••• R••••••• · Managing Director Of Cd&R Gmbh · Jan 1, 2020 to Mar 31, 2021 Inference
- J••• B•••• · Managing Director Of Cd&R Gmbh · Oct 1, 2017 to Mar 30, 2020 Inference
- J••••• L• R••• I•• · Shareholder Of Inc. · Nov 1, 2009 to Mar 28, 2019 Inference
- S•••• T••••••• · Managing Director Of Cd&R Gmbh · Mar 1, 2011 to Mar 29, 2018 Inference
- J••• P• M••••••••• · Chief Compliance Officer · Jan 1, 2011 to Oct 1, 2018 Inference
- T•••••• a• G••• · Chief Financial Officer · Oct 1, 2009 to Oct 19, 2021 Inference
Portfolio
47 relationships, 2 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 17, 2025 | Platform acquisition | S••••• A•• | Sponsor (confirmed) | cdr.com |
| Aug 31, 2023 | Platform acquisition | F•••• F•••••••• P••••••• | Sponsor (confirmed) | stonepoint.com |
Placement agents, lenders, advisers and co-investors
25 relationships
Placement agents (13)
- J••• M••••• S••••••••• L•• 3 shared · strong · last Jan 1, 2023
- H•• I•••••• 3 shared · strong · last Jan 1, 2023
- R•••••• J•••• • A••••••••• I••• 2 shared · recurring · last Jan 1, 2023
- B••••••••• C•••••• S••••••••• B•• L• 2 shared · recurring · last Jan 1, 2023
- G•••••• S•••• • C•• L•• 1 shared · one time · last Jan 1, 2023
- L•••••• I••••••••• • S••••••••• L••• 1 shared · one time · last Jan 1, 2014
- B••• I••••••••• • S••••••••• C•• L••• 1 shared · one time · last Jan 1, 2017
- A•• T•••• A••••••••• C•• L•• 1 shared · one time · last Jan 1, 2023
- U•• S••••••••• A• 1 shared · one time · last Jan 1, 2023
- L••••• P•••••• C•••••• L••• 1 shared · one time · last Jan 1, 2023
- U•• F•••••••• S••••••• I••• 1 shared · one time · last Jan 1, 2023
- R•••••• J•••• F•••••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2023
- D• I••••••••• S••••••••• C••• L•• 1 shared · one time · last Jan 1, 2023
Financial advisers (5)
- M••• 1 shared · one time · last Aug 31, 2023
- J•••••••• L•• 1 shared · one time · last Aug 31, 2023
- W•••• F•••• 1 shared · one time · last Nov 17, 2025
- G•••••• S•••• • C•• L•• 1 shared · one time · last Aug 31, 2023
- E••••••• 1 shared · one time · last Nov 17, 2025
Legal advisers (7)
- P••••• A••••••• • C•••••• 1 shared · one time · last Aug 31, 2023
- S•••••• T•••••• • B••••••• L•• 1 shared · one time · last Aug 31, 2023
- K•• G••••• L•• 1 shared · one time · last Aug 31, 2023
- D•••• W••••• T••••••• L•• 1 shared · one time · last Aug 31, 2023
- L••••• • W•••••• L•• 1 shared · one time · last Nov 17, 2025
- K••••••• • E•••• L•• 1 shared · one time · last Aug 31, 2023
- D•••••••• • P••••••• 1 shared · one time · last Aug 31, 2023
LP commitments
9 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C••••••• D••••••• • R••• F••• X• L••• $150M calpers.ca.gov
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C••••••• D••••••• • R••• F••• X••• L••• $500M calpers.ca.gov
- W••••••••• S•••• I••••••••• B•••• $40.0M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $200M sib.wa.gov
- C••••••••• S•••• T•••••••• R••••••••• S••••• $350M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in C••••••• D•••••••• • R••• F••• I• L••• $200M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in C••••••• D••••••• • R••• F••• X• L••• $250M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in C••••••• D••••••• • R••• F••• X••• L••• $350M calstrs.com
- P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in C••••••• D••••••• • R••• F••• X••• L••• $100M pa.gov
Events
29 most recent
- Sep 9, 2026Giovanni Caforio Appointed Operating A•••••• to C••• Funds
- May 6, 2026AMETEK Announces Agreement to Acquire I•••••• Instrumentation
- Apr 16, 2026C••••••• D••••••• • R•••• L••: P•••••• Equity Funds on Form ADV 38 (2024 extract) -> 42 (roster 2026-09-01)
- Apr 9, 2026S••••• A•• Announces Completion of Acquisition by C•••
- Mar 19, 2026C••• Expands Climate L•••••ship Program to Europe with Imperial Business School and Extends C••••••• U••••••••• P••••••••• in the U.S. for Second Year
- Dec 31, 2025W••••••••• S•••• I••••••••• B•••• reports C••••••• D••••••• • R••• Fund V, L.P.: $40,000,000 committed, vintage 1995, net IRR 2.3%Lp commitment disclosedFactW••••••••• S•••• I••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025W••••••••• S•••• I••••••••• B•••• reports C••••••• D••••••• • R••• Fund VI, L.P.: $200,000,000 committed, vintage 1998, net IRR 9.5%Lp commitment disclosedFactW••••••••• S•••• I••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 16, 2025T•••• Young, I•••••••••s Investment Executive, Named C••• Partner
- Nov 17, 2025S••••• A•• to be Acquired by C••• for $10.3 B•••ion
- Nov 17, 2025S••••• A•• to be Acquired by C••• for $10.3 B•••ion
- Oct 9, 2025American S••••••••• and C••• Complete $8.8B Foundation B••••••• Materials Sale
- Aug 20, 2025Foundation B••••••• Materials, B••••••• Products Distribution Company Owned By American S••••••••• and C•••, To Be Sold To Lowe’s In $8.8 B•••ion Transaction
- Aug 4, 2025C••• announces the sale of a minority stake in MFG to a group of leading institutional investors led by Apollo Hybrid V••••
- Jul 21, 2025Former CRH CEO, A••••• M•••••••, Appointed Operating A•••••• to C••• Funds
- Jun 30, 2025C••••••••• S•••• T•••••••• R••••••••• S••••• reports C•••••• D••••••• R••• XI LP: $350,000,000 committed, vintage 2021, net IRR 4.8%Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Apr 8, 2025C••• Appoints M•••••• Harrington as Risk Director
- Mar 31, 2025C••• Appoints Walt Bettinger, Former CEO of Charles Schwab, as Senior A•••••• – Financial and Technology Services
- Mar 24, 2025C••• and Everest UK HoldCo L•••••• Complete Acquisition and Delisting of E•••••••• N•••••••
- Mar 6, 2025C••• Launches Climate L•••••ship Program in P••••••••• with C••••••• U•••••••••
- Feb 12, 2025C••• Appoints Former Charles Schwab CFO P•••• C••••••• as Operating A••••••
- Feb 5, 2025C••• Appoints S•• C••••• as Managing Director
- Feb 3, 2025E••••• Investment Management Closes Acquisition of Majority Interest in A••••••• G••••••••
- Jan 7, 2025B•••• H•••••••• Appointed Operating A•••••• to C••• Funds
- Dec 20, 2024E•••••t Investment Management to Acquire Majority Interest in A••••••• G••••••••
- Dec 3, 2024C••• Appoints A••• C•••••••, Former CEO of Hostess B•••••, as Operating A••••••
- Nov 19, 2024TowerBrook and C••• Complete Acquisition of R• R••
- Nov 11, 2024I•••••••••s L••••• B••• G••••• Appointed as C••• Operating A••••••
- Aug 31, 2023C••••••• D••••••• • R••• Completes Acquisition of F•••• F•••••••• P•••••••
- Feb 11, 2012C••••••• D••••••• • R•••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• D••••••• • R•••• 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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