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••• T••• P•••••••• L•
P••• T••• P•••••••• L•
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 43 of 44 distinct vehicles are sworn Private Equity Funds; 27 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.11bn Private Equity Fund GAV on the Form ADV filed 2024-11-25
- Strategies
- GROWTH EQUITY
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 43 of 44 distinct vehicles are sworn Private Equity Funds; 27 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 2, 2012 to Nov 25, 2024
- RAUM
- $100Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $111Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $111Mevery private fund type, latest filing
- 2024 PE fund GAV
- $124Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 98%
- Fund type mix
- filed 2024-11-25, latest gav Private Equity Fund $111M, latest counts Private Equity Fund 17, lifetime distinct Real Estate Fund 1, Private Equity Fund 43
- Employees
- 6
- Headquarters
- Lincoln, MA
- Office address
- 55 OLD BEDFORD ROAD, SUITE 202, Lincoln, MA, 01773
- Business phone
- 781 259 0249
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
43 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| U• B••••• G••••• C•••••• Q••• F••• L• ADV: Private Equity Fund | Growth fund | 2024 first reported on Form ADV | $11.1M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• S••••• 4• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $7.3M as of Nov 25, 2024 | no Form D | Early deployment | |
| U•• F•••• F••• S•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $1.2M as of Nov 25, 2024 | no Form D | Early deployment | |
| U•• F•••• F••• L••••••• 2•• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $8.8M as of Aug 30, 2022 | no Form D | Unknown | |
| U•• F•••• F••• T••• 3• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.4M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• L••••••• 2•• L•• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $14,557 as of Sep 3, 2024 | no Form D | Early deployment | |
| U•• F•••• F••• S••••• 3• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $13.8M as of Nov 25, 2024 | no Form D | Active deployment | |
| U•• F•••• F••• T••• 2• E• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $7.2M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• N•••••••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $6.6M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• N•••••••• 1•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.8M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• T••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.6M as of Nov 25, 2024 | no Form D | Unknown | |
| F•••• F••• S••••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $19.5M as of Nov 25, 2024 | no Form D | Active deployment | |
| F•••• F••• C••••••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $10.2M as of Aug 18, 2020 | no Form D | Wound down | |
| U•• F•••• F••• S••••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $19.6M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• T••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $8.4M as of Nov 25, 2024 | no Form D | Harvest | |
| U•• F•••• F••• A•••••••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $119,353 as of Nov 25, 2024 | no Form D | Harvest | |
| U•• F•••• F••• L•••••• 2•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $97,237 as of Jan 3, 2022 | no Form D | Harvest | |
| U•• F•••• F••• L•••••• 2•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $96,906 as of Jan 3, 2022 | no Form D | Harvest | |
| U•• F•••• F••• A•••••••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $70,614 as of Nov 25, 2024 | no Form D | Harvest | |
| U•• F•••• F••• L••••••• 1••• L•• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $51,097 as of Aug 30, 2022 | no Form D | Harvest | |
| U•• F•••• F••• L••••••• 1••• L•• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $49,680 as of Aug 30, 2022 | no Form D | Harvest | |
| U•• F•••• F••• C•••••• T••• 2• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $449,843 as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• S••••••••• 3•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.5M as of Jan 22, 2024 | no Form D | Wound down | |
| U•• F•••• F••• S••••••••• 3• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.2M as of Jan 22, 2024 | no Form D | Wound down | |
| U•• F•••• F••• L•••••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $45,489 as of Jul 21, 2022 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $2.9M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $6.3M as of Jan 22, 2024 | no Form D | Wound down | |
| U•• F•••• F••• X•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $2.3M as of Nov 25, 2024 | no Form D | Unknown | |
| U•• F•••• F••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $34.9M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $18.4M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.8M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.3M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.3M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.4M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $5.9M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.2M as of Jun 25, 2018 | no Form D | Wound down | |
| U•• F•••• F••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $36,466 as of Oct 2, 2020 | no Form D | Harvest | |
| U•• F•••• F••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $20,680 as of Oct 2, 2020 | no Form D | Harvest | |
| U•• F•••• F••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1 as of Sep 15, 2014 | no Form D | Wound down | |
| U•• F•••• F••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1 as of Sep 15, 2014 | no Form D | Wound down | |
| U•• F•••• F••• X• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1 as of Sep 15, 2014 | no Form D | Wound down | |
| U•• F•••• F••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1 as of Nov 25, 2024 | no Form D | Mature | |
| U•• F•••• F••• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1 as of Nov 25, 2024 | no Form D | Mature |
Team
6 current, 4 former
Partner (4)
- J••• D••• M•••••••• · Member · since Sep 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• C••••••• L•••• · Limited Partner · since Oct 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••• K• O•••••••• · Limited Partner · since Oct 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• L•• U•••••• · Member · since May 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- W•••••• J• B•••••• · Principal · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- A•••• M•••••• · Chief Compliance Officer · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- J••••••• D•••••• D•••••••• · Limited Partner Classes R - W · Nov 1, 2011 to Sep 23, 2015 Inference
- K•••••• C••••••• L•••• · Limited Partner Class A-,Z, Aa,Bb,Cc,Dd,Ee And Ff · Jun 1, 2018 to Sep 27, 2019 Inference
- L••• K• O•••••••• · Limited Partner Classes B, C, F, G, M, N, O, Q, R, T, Y, Z , Bb,Cc,Dd,Ee · Nov 1, 2004 to Jun 7, 2021 Inference
- J••• J••••• M•••••• · Chief Compliance Officer · Feb 1, 2019 to Aug 18, 2020 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
1 relationships
Placement agents (1)
- U• S• B••••• C•••••• C••••••••• 43 shared · very strong · last Jan 1, 2024
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
2 most recent
- Sep 18, 2025P••• T••• P•••••••• L•: Private Equity Funds on Form ADV 17 (2024 extract) -> 10 (roster 2026-09-01)
- Feb 2, 2012P••• T••• P•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
P••• T••• P•••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real Estate Funds1
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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