DFX Intelligence

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P•••••• C•••••• M••••••••• L•

Fund of fundsClassification probableLarge capSEC registered investment adviser· Irvine, CAp•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $98B
PE fund assets: $36B
PE funds: 103
Investments held: 0 of 5
Deals, last 12 months: Not established

Funds and vehicles Team (179)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4
0 lenders and 4 placement agents appear beside this firm on the record.
Placement agents 4
Reported $98B of regulatory assets at its last Form ADV filing.
2026-06-30
RAUM $98B

Classification

How this organization is classified, and on what basisFund of funds · 1 in historyShow

Class: Fund of fundsprobable, confidence 75%
Basis: R1: 92 of 92 admitted vehicles carry the sworn fund-of-funds flag
Size band: Large capdefined by: proxy: $36.35bn Private Equity Fund GAV on the Form ADV filed 2024-07-05

Classification history (1)

Sep 13, 2026
Fund of funds (probable, 75%, cls-pe-1)
R1: 92 of 92 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 28, 2012 to Jun 30, 2026
RAUM: $98Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 103
PE fund GAV, latest filing: $36Breported gross assets (Form ADV), not fund size
All private fund GAV: $43Bevery private fund type, latest filing
2024 PE fund GAV: $36Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-07-05, latest gav Private Equity Fund $36B, latest counts Private Equity Fund 92, lifetime distinct Private Equity Fund 93
Employees: 235
Headquarters: Irvine, CA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

5 observed deals

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

roles: unknown 5
period: to unknown, from unknown, undated holdings 5, dated observations 0
window: last unknown, first unknown
control: unknown 5
companies: 5
geography
investments: 5
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 0
disclosed value usd: n 0
sector distribution
holding period years: n 0
repeat counterparties
subsector distribution

5 companies on the graph (0 transactions); no dated observations

Funds

92 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
T••••••••• G••••• O••••••••• U•• F••• V•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2024 first reported on Form ADV	$186M as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2024 first reported on Form ADV	$0 as of Jul 5, 2024	no Form D	Unknown
T••••••••• G••••• O••••••••• E•• F••• V•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2024 first reported on Form ADV	$0 as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$878M as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• I•••••••• 1•• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$273M as of Jul 5, 2024	no Form D	Early deployment
T••••••••• G••••• O••••••••• U•• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$204M as of Jul 5, 2024	no Form D	Early deployment
P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$204M as of Jul 5, 2024	no Form D	Early deployment
P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$75.0M as of Jul 5, 2024	no Form D	Unknown
T••••••••• G••••• O••••••••• E•• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$46.3M as of Jul 5, 2024	no Form D	Early deployment
P•••••• C••••••••• P••••••• F••• V•• L• ADV: P•••••• E••••• Fund	Fund of funds	2023 first reported on Form ADV	$0 as of Jul 5, 2024	no Form D	Unknown
P•••••• C••••••••• P••••••• F••• V• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$1.0B as of Jul 5, 2024	no Form D	Early deployment
T••••••••• G••••• O••••••••• U•• F••• V•• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$351M as of Jul 5, 2024	no Form D	Early deployment
P•••••• S•••••••• C••••• F••• I••• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$217M as of Jul 5, 2024	no Form D	Unknown
P•••••• S••••• S••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$162M as of Jul 5, 2024	no Form D	Early deployment
P•••••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$87.6M as of Jul 5, 2024	no Form D	Early deployment
T••••••••• G••••• O••••••••• E•• F••• V•• L• ADV: P•••••• E••••• Fund	Fund of funds	2022 first reported on Form ADV	$60.7M as of Jul 5, 2024	no Form D	Early deployment
T••••••••• G••••• O••••••••• U•• F••• V• L• ADV: P•••••• E••••• Fund	Fund of funds	2021 first reported on Form ADV	$273M as of Jul 5, 2024	no Form D	Unknown
T••••••••• G••••• O••••••••• E•• F••• V• L• ADV: P•••••• E••••• Fund	Fund of funds	2021 first reported on Form ADV	$76.5M as of Jul 5, 2024	no Form D	Active deployment
P•••••• P•••••• C••••• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$1.6B as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$933M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X•••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$670M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X••• C••••••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$407M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• U•• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$405M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• I•••••••• 1•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$365M as of Jul 5, 2024	no Form D	Successor fundraising
P•••••• P•••••• E••••• F••• X•• • F•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$287M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X•• • F•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$142M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• E•• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	2020 first reported on Form ADV	$59.0M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• C•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$938M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$887M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• U•• F••• I••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$677M as of Jul 5, 2024	no Form D	Mature
P••••••••• C••••• C••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$387M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$345M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• E•• I•• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2019 first reported on Form ADV	$82.9M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• U•• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$631M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• I•••••••• 9• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$416M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• X•••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$199M as of Jul 5, 2024	no Form D	Unknown
A• C••••• O••••••••• F•••• L••• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$182M as of Jul 5, 2024	no Form D	Harvest
T••••••••• S•••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$146M as of Jul 5, 2024	no Form D	Mature
T••••••••• D•••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$135M as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• E•• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$106M as of Jul 5, 2024	no Form D	Unknown
T••••••••• G••••• O••••••••• E•• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2018 first reported on Form ADV	$97.3M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2017 first reported on Form ADV	$1.2B as of Jul 5, 2024	no Form D	Mature
T••••••••• G••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2017 first reported on Form ADV	$681M as of Jul 5, 2024	no Form D	Mature
P•••••• S••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2017 first reported on Form ADV	$81.4M as of Jul 5, 2024	no Form D	Harvest
T••••••••• M••••• O••••••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2017 first reported on Form ADV	$16.3M as of Jul 5, 2024	no Form D	Mature
G•••••• P•••••• E••••• F•••••• L• ADV: P•••••• E••••• Fund	Fund of funds	2016 first reported on Form ADV	$474M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•••••••• 8• L• ADV: P•••••• E••••• Fund	Fund of funds	2015 first reported on Form ADV	$548M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund	Fund of funds	2014 first reported on Form ADV	$9.1B as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• C•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2014 first reported on Form ADV	$316M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	2013 first reported on Form ADV	$1.1B as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•••••••• 7• L• ADV: P•••••• E••••• Fund	Fund of funds	2013 first reported on Form ADV	$308M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• 2•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2008 year in the fund name	$150M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• 2•••• L• ADV: P•••••• E••••• Fund	Fund of funds	2007 year in the fund name	$52.9M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$3.2B as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• I••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$2.6B as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• V••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$294M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• V••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$265M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$240M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I••••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$235M as of Jul 5, 2024	no Form D	Harvest
G•••••• P•••••• E••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$202M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•••••••• 6• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$184M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$166M as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• I•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$83.5M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• V••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$65.0M as of Jul 5, 2024	no Form D	Harvest
P•••••• A••••••• R••••• F•••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$60.5M as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$60.3M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$59.1M as of Jul 5, 2024	no Form D	Harvest
D•• G•••••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$43.4M as of May 21, 2020	no Form D	Wound down
T•• • P•••••• I••••••••• C•••••• O•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$39.4M as of Jul 5, 2024	no Form D	Harvest
M••••••• T••••••••• P•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$38.3M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F•••••••• S•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$27.8M as of Jul 5, 2024	no Form D	Harvest
T••••••••• P•••••• E••••• F••• I•• L••• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$25.2M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X•••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$24.2M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$20.8M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$20.0M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$15.3M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X•• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$13.5M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$13.3M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$10.8M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F•••••••• V•••••• C•••••• F•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$10.2M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$10.0M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$8.5M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$8.1M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$7.6M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• V•• A••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$7.1M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• V•• A••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$4.4M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F••• V•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$4.4M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• I•• A••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$3.5M as of Jul 5, 2024	no Form D	Unknown
P•••••• P•••••• E••••• F••• V• A••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$2.3M as of Jul 5, 2024	no Form D	Mature
P•••••• P•••••• E••••• F•••••••• S•••••• E••••• F•••••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$1.2M as of Jul 5, 2024	no Form D	Harvest
P•••••• P•••••• E••••• F••• X•••• A••• L• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$820,019 as of Jul 5, 2024	no Form D	Mature
O••• P••• • P•••••• P•••••• E••••• F•••• L•• ADV: P•••••• E••••• Fund	Fund of funds	unknown	$6,394 as of Jul 5, 2024	no Form D	Unknown

Team

179 current, 11 former

Managing partner (1)

K•••• J••• J••••• · M••••••• M••••• O• P•••••• C•••••• M••••••••• G• L•• · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (21)

A•••••••• M•••••••• C•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• P• N••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• J• L•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••••••• M• L•••• · Editor and Production Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• I• R••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• J••••••• · Investment Closing Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• R••••••• C•••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• C• J•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• T• R••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• M• L•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• M• L••• · Investment Administration Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• S••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••••••• J• S•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P••• V••••••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R•••••• S•••• M•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• Y••••••• L•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• G••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• A••••• R•••••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• P• D•• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V•••••• P• D•• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••• D• S•••• · Managing D•••••or · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Principal (8)

A••• A• B••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••• M•••••••• C•••••• · D••••••• O• P•••••• C•••••• M••••••••• ••• L•••••• · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B•••••• W• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••• W• R••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
G••• P••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• P••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• K• Y• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••••• L• B••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Associate (12)

A••••• T• P••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• C••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• V••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• C• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• H•••• · Valuation Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• G••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P••• I•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••• M• J•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• G••••••••• · 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•••• J• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W••• P••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Analyst (29)

A••• D• M•••• · Senior Valuation Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• J• M••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• L• F••••••• · Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• M•• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••• W••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• S•••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• Y• S•• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••• B••• · Senior Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D••••• R•• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• V••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• T••••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E••••• B••••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E••• S•••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E•••• L•• · Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H••••• D•••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•••• W•••••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
I•••• N• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• C•••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• D•••••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••••• Z••• · Senior Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K••• W••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K••••• H••••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L•••••• O•••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••••• L••••• · Reporting Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• C•••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N••• G••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• M• D•••• · Senior Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••• P•••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Z•••• D••••••••• · Investment Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Board or advisory (11)

D•••••• K••• L• B•• · Co-Trustee · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
E•• M• L• B•• · Co-Trustee Of The D•••••• • E•• L• B•• T•••• D•••• M•••• 9• 2••• · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••• H•••••• R•••••••• · Co-Trustee · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••• Q•••••• R•••••• · Co-Trustee · since Apr 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••• R••••••• C•••••••• · Co-Trustee · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• M•••• · Co-Trustee · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• C•••••••• · Co-Trustee Of The C•••••••• F••••• R•••••••• L••••• T•••• · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• S•••• M•••• · Co-Trustee · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• R•••••••• · Co-Trustee Of The R•••••••• Family Trust, U/D/T D•••• A••••• 3,2015 · since Aug 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
V•••••• A••••• R•••••• · Co-Trustee · since Apr 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
W•••••• F• J••••• · Co-Trustee · since Aug 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (62)

A•••••• P••••••• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• A• A•••••• J• · SVP–Corporate Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• H• K•• · VP–Assistant General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•• V• H••••• · Vice President–Compliance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• M• F•••• · M•••••ing Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• G••••••• · Compliance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••••••• L••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A•••• K• T••••••• · Senior Vice President & General Counsel · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A•••• K• T••••••• · SVP–General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
A••••• N• C••••• · Executive Assistant and Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B•• S•••••• · Treasury Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• S•••• B••••••• · CFO–Corporate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
B••••••• S•••• B••••••• · Chief Financial Officer - Corporate · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B•••••• P••• · M•••••ing Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• H••••• · Senior ESG Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••• L• P••••• · VP–Assistant General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••• K•• · Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E••• L• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
E••• G••••••• · Senior Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
G•••••• A•••••• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
H•• M• K•• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••••••• M••••• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• J• T•••••••• · Senior Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J••• M• F•••• · Human Resources Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• T• P••• · Tax Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• D••• · SVP–Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••••• L•••• · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••• Q•• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L•• K•••••••• · D•••••or & Chief Operating Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
L••• L• E••••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• M•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••• A• F•••••• · SVP–Corporate Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• D• M••••••• · Finance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• S• D•••• · SVP–Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• C••• · M•••••ing Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••• J• D•••• · Vice President–M•••••ing Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•• N• C••••••• · Executive Assistant and Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••• Y• P•• · Senior Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• H• E••••• · VP–Assistant General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
N•••• P•••• · Senior Treasury Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• Y• K•• · SVP–Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
P••• P••• · Compliance Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• P•••• · Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• J••• N•••••• · CFO–Fund Accounting & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••••• J••• N•••••• · Chief Financial Officer - Fund Accounting & Operations · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R•••••• R•••• · M•••••ing RFP Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R•••• V• R•••••• · VP–Assistant General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••• A••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
R••• L• S•••••• · SVP–Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••• A• J•••••• · Corporate Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• A•• H•••••• · SVP & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• A•• H•••••• · Chief Compliance Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••••• S••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
S•••• C• M••••••••• · SVP–Associate General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•• R••••• · Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• J•••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
T•••• C• C••• · Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
V••••• F• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•••• S• · Executive Assistant and Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W••••• Z•••• · Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
W•• C• C•••• · SVP–Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Z••• H• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Other (6)

B•••• E•••• · SVP–Head of Wealth Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
C••••• A•••••• · Investment Closing S••••••ist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••• K••• L• B•• · Senior Adviser · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
J•••• H•••••• R•••••••• · Senior Adviser · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
K•••• J••• J••••• · Senior Adviser · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
M••••• J• W••• · SVP–Head of Consultant Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)

Showing 150 of 179 current members on this record. Private Equity Intelligence opens the rest of this record's rows.

11 former (kept with end dates)

C••••••• M•••••• · Co-Trustee · Sep 1, 2012 to Aug 24, 2023 Inference
M••••• L• C•••• · Co-Trustee Of The 2004 C•••• Family Trust · Feb 1, 2006 to May 18, 2012 Inference
T••••••• G••••• M•••••• · Co-Trustee · Sep 1, 2012 to Aug 24, 2023 Inference
A••••• M•••••• C•••• · Indirect Owner Of Relying Advisor · Aug 1, 2005 to May 18, 2012 Inference
A••• M•••• C•••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2015 Inference
C••••• L••• M•••••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Feb 3, 2014 Inference
T••••• W•••••• L••••• · L•••••• P•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2016 Inference
C••••• P••• G•••••• · L•••••• P•••••• A•• C•••• F•••••••• O•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Aug 24, 2023 Inference
M•••••• C••••• D•••••• · G•••••• C•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Mar 30, 2015 Inference
M••• M••••• B••• · L•••••• P•••••• A•• C•••• C••••••••• O•••••• O• P•••••• C•••••• M••••••••• L• · Dec 1, 2012 to Feb 16, 2024 Inference
J•••• E••••• H•••• · D••••••• O• P•••••• C•••••• M••••••••• ••• L•••••• · Feb 1, 2012 to Apr 10, 2019 Inference

Portfolio

5 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
D••••• C••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P•••••• C•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Jun 9, 2026	Platform acquisition	P•••••• C•••••• M••••••••• L•	Target (confirmed)	clearlake.com

Placement agents, lenders, advisers and co-investors

4 relationships

Placement agents (4)

T•••• M••••• A•••• M••••••••• C••• L•• 28 shared · very strong · last Jan 1, 2024
B••••••••• S•••••••• P•••• L•• 2 shared · recurring · last Jan 1, 2018
A••••••• C•••••• G••••• L•• 1 shared · one time · last Jan 1, 2022
C••••••• P••••••• L• 1 shared · one time · last Jan 1, 2022

LP commitments

5 disclosed

O••••• P••••• E•••••••• R••••••••• F••• in P•••••• P•••••• E••••• F••• I••• L•• $250M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in P•••••• P•••••• E••••• F••• I••••• L• $400M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in P•••••• P•••••• E••••• F••• I••• L•• $250M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in P•••••• P•••••• E••••• F••• I••• L•• $250M oregon.gov
O••••• P••••• E•••••••• R••••••••• F••• in P•••••• P•••••• E••••• F••• I••• L•• $600M oregon.gov

Events

3 most recent

Jun 30, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Jun 9, 2026
••• Locked
Transaction announcedFactC•••••••• C•••••• G••••• L•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 28, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Exit readiness0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no executive or refinancing events tracked for this company yet
model score-pe-1
Research priority49 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.4,"evidence":"LARGE_CAP"},{"code":"COMPLETENESSmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","description","funmethod: sum of component points, capped at 1.0
missing: transactions, stated criteria, lenders
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 33
Sources: 5
Open research tasks: 4

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

P•••••• C•••••• M••••••••• L• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.

Independent Sponsors1RIA and Wealth1Allocators1Private Credit1

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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