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.
Firms / JMC Management, LLC
JMC Management, LLC
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.31bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 14, 2013 to Mar 27, 2024
- RAUM
- $306Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $306Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $306Mevery private fund type, latest filing
- 2024 PE fund GAV
- $306Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $306M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 4
- Headquarters
- Boston, MA
- Office address
- 75 STATE STREET, SUITE 100, Boston, MA, 02109
- Business phone
- 617-338-1144
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- 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
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| JMC Platform Fund Ii-B, LP ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $139M as of Mar 27, 2024 | no Form D | Unknown | |
| JMC Platform Fund Ii-A, LP ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $48.4M as of Mar 27, 2024 | no Form D | Unknown | |
| JMC Platform Co-Investment Fund II, LLC ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $8.4M as of Mar 27, 2024 | no Form D | Unknown | |
| JMC Platform Fund I-A, L.P. ADV: Private Equity Fund | Feeder or parallel | unknown | $67.7M as of Mar 27, 2024 | no Form D | Harvest | |
| JMC Platform Fund I-B, L.P. ADV: Private Equity Fund | Feeder or parallel | unknown | $33.6M as of Mar 27, 2024 | no Form D | Harvest | |
| JMC Platform Co-Investment Fund I, LLC ADV: Private Equity Fund | Co-investment vehicle | unknown | $8.8M as of Mar 27, 2024 | no Form D | Harvest |
Team
6 current, 1 former
Managing partner (3)
- G Lawrence Bero · PARTNER, FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michael A. D’Amelio · MANAGING PARTNER, FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Michael Anthony D'Amelio · Managing Member · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- G Lawrence Bero · Member / Treasurer / Chief Compliance Officer · since Apr 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Marianne Haldoupis · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Nicole O’Neil · CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- Amanda Lee Bergstein · Chief Compliance Officer / Chief Financial Officer · Jan 1, 2019 to Oct 23, 2019 Inference
Portfolio
24 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
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
1 most recent
- Oct 14, 2013JMC Management, LLC first filed Form ADV in the extract (ERA)
Across the graphs
JMC Management, LLC is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA 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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