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•
Discover a unique approach with P••••••• Capital Management LP. For 25+ years, we've built lasting partnerships through proactive communication.
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 10 distinct vehicles; hedge, securitized or liquidity vehicles 10
- 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 10 distinct vehicles; hedge, securitized or liquidity vehicles 10
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Oct 2, 2024
- RAUM
- $4.2Bregulatory 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
- $111Mevery 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 2024-10-02, latest gav Hedge Fund $111M, latest counts Hedge Fund 4, lifetime distinct Hedge Fund 10
- Employees
- 40
- Headquarters
- Fort Lee, NJ
- Office address
- 1 BRIDGE PLAZA NORTH, SUITE 1095, Fort Lee, NJ, 07024-7102
- Business phone
- (201) 585-7733
Stated criteria beside observed behaviour
6 observed deals
Stated by the firm
- Sectors
- financial services
- Geography
- United States
- 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 focus only on companies that we deem to be select compounders of shareholder value - those companies with operational excellence that can drive free cash flow and disciplined capital deployment that generates strong returns on invested capital.
Observed from deals on record
- roles
- platform 6
- period
- to 2026-04-29, from 2025-12-18, undated holdings 3, dated observations 6
- window
- last 2026-04-29, first 2025-12-18
- control
- control 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 6
- cadence by year
- 2025 platforms 1, 2026 platforms 2
- platform add on
- add ons 0, platforms 6, add ons per platform 0
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
6 companies on the graph (6 transactions); 6 platforms and 0 add-ons; observed 2025 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••••• P•••••• P••••••••• I•• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $17.6M as of Mar 10, 2023 | no Form D | Harvest | |
| P••••••• C••••••••• E••••• P••••••••• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $3.2M as of Apr 23, 2021 | no Form D | Harvest | |
| P••••••• P•••••• P••••••••• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $1.5M as of Jan 9, 2018 | no Form D | Wound down | |
| P••••••• C••••••••• E••••• P••••••••• I•• L• ADV: Hedge Fund | buyout or unlabelled | unknown | $795,013 as of Mar 10, 2023 | no Form D | Harvest |
Team
5 current, 8 former
Managing partner (1)
- A••••• A••• B••••• · Managing Member · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- D••••••• T••••••• V••• · Senior Partner, Chief Investment Officer · since Aug 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• I•• F••••• · Partner, P•••••• Wealth Management · since Apr 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••• T•••••• · Partner, Chief Financial Officer · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••••• R••••• G•••••• · Partner, General Counsel, Chief Compliance Officer · since Jan 1, 2008 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)
- J••• B••••• · Trustee · Dec 1, 2009 to Mar 28, 2019 Inference
- J•••••• D•••• S••••• · Senior Advisor And Board Member · Jun 1, 2007 to Mar 9, 2023 Inference
- S••••• E••••• B••••• · Senior Advisor And Board Member · Apr 1, 1995 to Mar 9, 2023 Inference
- J••• F••••• · Vice Chairman · Apr 1, 1995 to Mar 9, 2023 Inference
- M••••• L••••••• B••••• · Chairman/Chief Executive Officer · Apr 1, 1995 to Jun 29, 2018 Inference
- P•••••• R••• B••••• · Executor · May 1, 2018 to Mar 27, 2020 Inference
- M••• K• B••••• · Non-Employee Owner · Jan 1, 2018 to Mar 9, 2023 Inference
- B•••• K•••••• F••• · Chief Financial Officer · Jul 1, 2004 to Oct 16, 2014 Inference
Portfolio
6 relationships, 6 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| J•••• V•••• | Platform | active | Apr 29, 2026 transaction announcement | 5 months | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
| O••• M••••••• | Platform | active | Apr 29, 2026 transaction announcement | 5 months | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
| H••••• S••• | Platform | active | Dec 18, 2025 transaction announcement | 9 months | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
| C•••• D• F••••• | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
| N••• • I••••••• A•••••••• K•••••• | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
| N••• • I••••••• C••••••••• H•••••••• | Platform | active | unknown | unknown | unknown | Fact Press release wires (PR N•••wire, GlobeN•••wire, Business Wire public pages and RSS) |
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 29, 2026 | Platform acquisition | O••• M••••••• | Sponsor (confirmed) | p•••••••••.com |
| Apr 29, 2026 | Platform acquisition | J•••• V•••• | Sponsor (confirmed) | p•••••••••.com |
| Dec 18, 2025 | Platform acquisition | H••••• S••• | Sponsor (confirmed) | p•••••••••.com |
| date unknown | Platform acquisition | N••• • I••••••• A•••••••• K•••••• | Sponsor (confirmed) | p•••••••••.com |
| date unknown | Platform acquisition | C•••• D• F••••• | Sponsor (confirmed) | p•••••••••.com |
| date unknown | Platform acquisition | N••• • I••••••• C••••••••• H•••••••• | Sponsor (confirmed) | p•••••••••.com |
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
42 most recent
- Sep 17, 2026P••••••• Capital Management Appoints C••••••••• H•••••••• to Operating Committee P••••••• Capital Management announced today that C••••••••• H••••••••, CFA has been appointed to the firm’s Operating C...
- Sep 17, 2026C•••• D• F••••• Joins P••••••• Capital Management P••••••• is proud to announce that C•••• D• F••••• has joined the firm as an Associate in the firm's P•••••• Wealth Mana...
- Sep 17, 2026M•••et Update: U.S. Stocks Rebound from April Lows P••••••• C•••••• M••••••••• L• Chief Investment Officer D••••••• T. V••• provides a quick video update on the markets a...
- Sep 17, 2026M•••et Update: M•••ets Rebound as Tariff Uncertainties Start to Recede P••••••• Chief Investment Officer Dan V••• provides a quick video update on the markets as of the close on April 15, 202...
- Sep 17, 2026M•••et Update: Tariffs and Continued M•••et Uncertainty P••••••• C•••••• M••••••••• L• Chief Investment Officer D••••••• T. V••• provides a quick video update on the markets a...
- Sep 17, 2026M•••et Update: Are Stocks at a Bottom? As we begin another volatile week for stocks, P••••••• Chief Investment Officer Dan V••• discuses a slew of economic dat...
- Sep 17, 2026P••••••• Renews Lease at One Bridge Plaza in Fort Lee, NJ Renewing our lease reaffirms our commitment to delivering high-quality investment solutions while staying rooted in a co...
- Sep 17, 2026P••••••• Capital Management Announces New Equity Partner; Employee Promotions P••••••• C•••••• M••••••••• L•, an independent woman-led and majority woman-owned registered investment advisor with ap...
- Sep 17, 2026Dan V••• Appears on CNBC P••••••• Chief Investment Officer Dan V••• appeared on CNBC this morning to discuss US interest rates, the China trade, ...
- Sep 17, 2026Trump Victory: What Lies Ahead for M•••ets? M•••ets rallied strongly today following President Trump's decisive victory. P••••••• Chief Investment Officer Dan V•••...
- Sep 17, 2026The Fed Lowers Interest Rates - What Does This Mean for the M•••et and Economy? P••••••• Capital Management Chief Investment Officer Dan V••• shares his views on interest rate cuts and our thoughts on...
- Sep 17, 2026Noreen Drohan Joins P••••••• Capital Management Noreen Drohan joins P••••••• Capital Management as Senior Vice President, Head of Consultant Relations.
- Sep 17, 2026Small/Smid Cap M•••et Update P••••••• Chief Investment Officer Dan V••• shares our current thoughts on stocks – small and smid-caps in particular - a...
- Sep 17, 2026M•••et Update: Volatility Returns to Stocks P••••••• C•••••• M••••••••• L• Chief Investment Officer D••••••• T. V••• shares his views on recent market volatility a...
- Sep 17, 2026J•••• V•••• Joins P••••••• Capital Management J•••• V•••• joins P••••••• Capital Management as Senior Associate, M•••eting & Client Service
- Sep 17, 2026O••• M••••••• Joins P••••••• Capital Management O••• M••••••• joins P••••••• Capital Management as Associate, Investment Performance & Reporting Analyst
- Sep 17, 2026Chris Mashia, CFA Joins P••••••• Core Equity Team P••••••• C•••••• M••••••••• L• is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, C...
- Sep 17, 2026Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss the current market environment and op...
- Sep 17, 2026A•••••••• K•••••• joins P••••••• Capital Management A•••••••• K•••••• joins P••••••• Capital Management as Vice President, Controller.
- Sep 17, 2026January M•••et Update In this webinar, P••••••• Senior Partner and Chief Investment Officer Dan V••• summarized what happened in the economy a...
- Sep 17, 2026P••••••• Promotes Dawn R. Brock and Garo Norian to Associate Portfolio Manager Roles; Retains Search Firm P••••••• C•••••• M••••••••• L• is pleased to announce that Dawn R. Brock and Garo Norian, CFA have been promoted to Ass...
- Sep 17, 2026Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss how markets have performed to start o...
- Sep 17, 2026P••••••• Capital Management Certified By the Women's Business Enterprise National Counsel P••••••• C•••••• M••••••••• L•, a registered investment adviser currently managing over $4 billion of assets for instit...
- Sep 17, 2026Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss how higher rates are impacting the ma...
- Sep 17, 2026Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss the global markets and the Fed
- Sep 17, 2026C••••••••• H•••••••• joins P••••••• Capital Management P••••••• C•••••• M••••••••• L• is pleased to announce C••••••••• H•••••••• has joined the firm as Managing Director, H...
- Sep 17, 2026P••••••• Capital Management Chief Investment Officer Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss the economic data and earnings report...
- Sep 17, 2026P••••••• Capital Management Announces New Equity Partners P••••••• C•••••• M••••••••• L•, an independent woman-led and majority woman-owned registered investment advisor with ap...
- Sep 17, 2026P••••••• Capital Management Chief Investment Officer Dan V••• Appears on CNBC’s “Worldwide Exchange” Dan V•••, Co-Chairman and Chief Investment Officer of P••••••• Capital Management, joined CNBC to discuss market implica...
- Sep 17, 2026Post-Election M•••et Update P••••••• Capital Management Co-Chairman and Chief Investment Officer D••••••• V••• shared his post-election update and o...
- Apr 29, 2026J•••• V•••• Joins P••••••• Capital Management
- Apr 29, 2026O••• M••••••• Joins P••••••• Capital Management
- Dec 18, 2025H••••• S••• Joins P••••••• Capital Management
- Dec 18, 2025H••••• S••• Joins P••••••• Capital Management Fort Lee, NJ — December 18, 2025 — P••••••• Capital Management is pleased to announce that H••••• S••• has joined the fi...
- Dec 8, 2025Kelly Lynch-Moloney, CFP® Joins P••••••• Capital Management Fort Lee, NJ — December 8, 2025 — P••••••• Capital Management is pleased to announce that Kelly Lynch-Moloney, CFP® has ...
- May 14, 2025M•••et Update: Stocks Rally on Easing Tariff Fears, Strong Corporate Profits, and Less Risk of a Recession P••••••• Chief Investment Officer Dan V••• provides a quick video update on the markets as of the close on May 14, 2025....
- Aug 16, 2024Dan V••• Appears on CNBC's "Worldwide Exchange" P••••••• Senior Partner and Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss current m...
- Apr 10, 2024Artificial Intelligence - The Catalyst for Business and Health Care Innovation On Wednesday, April 10, 2024, P••••••• Senior Partner and Chief Investment Officer Dan V••• led an exciting discussion a...
- May 5, 2023P••••••• Capital Management Chief Investment Officer Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss why he believes the Fed is essentiall...
- Mar 23, 2023P••••••• Capital Management Chief Investment Officer Dan V••• Appears on CNBC's "Worldwide Exchange" Chief Investment Officer D••••••• T. V••• appeared on CNBC this morning to discuss the Fed's most recent interest rate h...
- Dec 14, 2022M•••et Update On December 14, 2022, P••••••• Capital Management Chief Investment Officer D••••••• V••• shared his latest market update...
- Mar 29, 2012P••••••• C•••••• M••••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
P••••••• C•••••• M••••••••• 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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