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.
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Firms / P••••••• C••••••• L•
P••••••• C••••••• L•
The partners of P••••••• bring decades of private equity investing experience and share a common set of values based on integrity, collaboration, and disciplined, analytical decision making.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-07-31
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 16, 2020 to Jul 31, 2024
- RAUM
- $143Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $143Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $143Mevery private fund type, latest filing
- 2024 PE fund GAV
- $143Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2024-07-31, latest gav Private Equity Fund $143M, latest counts Private Equity Fund 2, lifetime distinct Other Private Fund 1, Private Equity Fund 2
- Employees
- 6
- Headquarters
- New York, NY
- Office address
- 745 5TH AVENUE, 16TH FLOOR, New York, NY, 10151
- Business phone
- 646-876-6351
Stated criteria beside observed behaviour
17 observed deals
Stated by the firm
- Sectors
- business services, industrials, consumer, technology
- 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
- $50.0M to $200M
- Control
- not stated or not yet read
- Thesis
- In concert with a trusted network of respected operating executives with whom we have worked over decades, we seek to partner with management teams to identify, appropriately resource, and advance operating and strategic priorities.
Observed from deals on record
- roles
- add on 1, unknown 15, platform 1
- period
- to 2026-09-18, from 2026-09-18, undated holdings 16, dated observations 2
- window
- last 2026-09-18, first 2026-09-18
- control
- control 1, unknown 16
- companies
- 17
- geography
- investments
- 17
- seller kinds
- transactions
- 1
- cadence by year
- 2026 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.176, value software, examples ShipMonk, Great Plains Software, Finquery, count 2, share 0.118, value industrial manufacturing, examples Mahindra & Mahindra Limited, Allflex, USA, count 1, share 0.059, value business services, examples Aramark, count 1, share 0.059, value transportation logistics, examples Investments Page 4 – Warehouse, count 1, share 0.059, value specialty distribution, examples Amscan / Party City
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.176, value software, examples ShipMonk, Great Plains Software, Finquery, count 2, share 0.118, value miscellaneous manufacturing, examples Mahindra & Mahindra Limited, Allflex, USA, count 1, share 0.059, value facilities support, examples Aramark, count 1, share 0.059, value warehousing, examples Investments Page 4 – Warehouse, count 1, share 0.059, value misc durable wholesale, examples Amscan / Party City
17 companies on the graph (1 transactions); most in software (3); 1 platforms and 1 add-ons; observed 2026 to 2026
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••• H••••••• L•• ADV: Other Private Fund | Feeder or parallel | 2023 first reported on Form ADV | $275,000 as of Feb 1, 2024 | no Form D | Wound down | |
| P••••••• S••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $79.2M as of Jul 31, 2024 | no Form D | Unknown | |
| P••••••• K•••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $63.5M as of Jul 31, 2024 | no Form D | Mature |
Team
6 current, 2 former
Managing partner (1)
- S•••••• M•••• · MANAGING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- S•••••• M•••• · Member · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Business development (1)
- J••• D•••• · PARTNER, BUSINESS DEVELOPMENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (1)
- K•••• P••••••• M•••• · Trustee · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- A••• J•••• P•••• · Chief Financial Officer And Chief Compliance Officer · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••• J•••• P•••• · CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- J••• E••••• B••••• · Chief Financial Officer And Chief Compliance Officer · Nov 1, 2017 to Mar 1, 2022 Inference
- T••• E••••• N••• · Chief Compliance Officer And Chief Financial Officer · Jan 1, 2022 to Jul 31, 2024 Inference
Portfolio
17 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 18, 2026 | Add-on acquisition | R••• H•• F••••••••• | Sponsor (derived) | shipmonk.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
6 most recent
- Sep 17, 2026FinQuery, formerly LeaseQuery, Announces $25 Million Investment to Accelerate Product Innovation and Growth
- Sep 17, 2026KAR Global Completes Sale of ADESA US Physical Auction Business to Carvana – KAR Global
- Sep 17, 2026S••••••• Acquires R••• H•• F••••••••• | S•••••••
- Sep 17, 2026P••••••• Capital Partnering Corporation Announces Pricing of Upsized $360 Million Initial Public Offering
- Mar 27, 2026P••••••• C••••••• L•: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
- Aug 16, 2020P••••••• C••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
P••••••• C••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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