DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Q•••• C•••••• M••••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· San Francisco, CAq••••.com

••• Locked

As of 2026-09-17 · identity and classification; each section below carries its own date

Regulatory AUM: $5.4B
PE fund assets: $221M
PE funds: 0
Investments held: 1 of 7
Deals, last 12 months: Not established

Funds and vehicles Team (6)Transactions

As of 2026-09-17 · identity and classification; each section below carries its own date

Why this matters

Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
Reported $5.4B of regulatory assets at its last Form ADV filing.
2026-04-29
RAUM $5.4B

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 48 of 76 distinct vehicles are sworn Private Equity Funds; 43 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.22bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Strategies: PRIVATE CREDIT

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 48 of 76 distinct vehicles are sworn Private Equity Funds; 43 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jun 29, 2017 to Apr 29, 2026
RAUM: $5.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 0
PE fund GAV, latest filing: $221Mreported gross assets (Form ADV), not fund size
All private fund GAV: $5.4Bevery private fund type, latest filing
2024 PE fund GAV: $221Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 63%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $221M, Venture Capital Fund $1.6B, latest counts Private Equity Fund 35, Venture Capital Fund 25, lifetime distinct Private Equity Fund 48, Venture Capital Fund 28
Employees: 30
Headquarters: San Francisco, CA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

7 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: ••• Locked

Observed from deals on record

roles: unknown 6, minority 1
period: to 2026-09-15, from 2026-09-15, undated holdings 6, dated observations 1
window: last unknown, first unknown
control: unknown 6, minority 1
companies: 7
geography: count 1, share 0.143, value CA
investments: 7
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 2
disclosed value usd: n 0
sector distribution: count 2, share 0.286, value software, examples Crypto, FinTech
holding period years: n 0
repeat counterparties
subsector distribution: count 2, share 0.286, value software, examples Crypto, FinTech

7 companies on the graph (0 transactions); most in software (2); observed 2026 to 2026

Funds

47 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
Q•••• C••••• I• L•• ADV: Private Equity Fund	Credit fund	2022 first reported on Form ADV	$26,525 as of Mar 29, 2024	no Form D	Unknown
Q•••• F••• I• W•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$71.1M as of Jul 21, 2022	no Form D	Wound down
T•••• S•••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$45.5M as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• V•• S•• 4• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$5.8M as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• N• I• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$3.9M as of Mar 29, 2024	no Form D	Unknown
Q•••• S•• B•• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$580,662 as of Mar 29, 2024	no Form D	Unknown
T•••• C•••••• F•••• L• • S••••• 1• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$5.9M as of Mar 29, 2024	no Form D	Mature
T•••• C•••••• F•••• L• • S••••• R• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$2.8M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• P••• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$2.6M as of Mar 29, 2024	no Form D	Active deployment
T•••• C•••••• F•••• L• • V•• S•• 3• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$2.2M as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• P••• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$963,360 as of Mar 29, 2024	no Form D	Active deployment
T•••• C•••••• F•••• L• • S••••• P•• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$626,371 as of Jul 21, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• 2•• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$314,354 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• R• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$31.1M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• F•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$6.5M as of Jul 21, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• F• 1• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$2.4M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 2•••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$1.0M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 2•••• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$301,875 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• J• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$288,786 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• J• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$237,378 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• J• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$169,144 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• J• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$131,549 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• R• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$60.3M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• S•• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$31.0M as of Mar 29, 2024	no Form D	Unknown
T•••• C•••••• F•••• L• • S••••• R• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$12.2M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• S•• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$10.6M as of Mar 29, 2024	no Form D	Unknown
T•••• C•••••• F•••• L• • S••••• 9• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$2.8M as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • P•• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$2.4M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• R• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$2.1M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 8• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$1.6M as of Mar 29, 2024	no Form D	Harvest
G•••• D••• F••• I• L•• ADV: Private Equity Fund	Credit fund	2018 first reported on Form ADV	$300,000 as of Apr 2, 2018	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• J• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$3,630 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• 4• ADV: Private Equity Fund	buyout or unlabelled	unknown	$30.1M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• H•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.3M as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• H•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$5.2M as of Mar 29, 2024	no Form D	Harvest
T•••• C••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$4.8M as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• 1• ADV: Private Equity Fund	buyout or unlabelled	unknown	$804,498 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 5• ADV: Private Equity Fund	buyout or unlabelled	unknown	$752,511 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• 3• ADV: Private Equity Fund	buyout or unlabelled	unknown	$521,488 as of Mar 29, 2024	no Form D	Unknown
T•••• I••••• M••• L•• ADV: Private Equity Fund	buyout or unlabelled	unknown	$463,016 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• 5• ADV: Private Equity Fund	buyout or unlabelled	unknown	$405,054 as of Mar 29, 2024	no Form D	Harvest
S•••• O••••••••• F•••• L• • S••••• 2• ADV: Private Equity Fund	buyout or unlabelled	unknown	$30,026 as of May 17, 2023	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• 1• ADV: Private Equity Fund	buyout or unlabelled	unknown	$14,425 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 6• ADV: Private Equity Fund	buyout or unlabelled	unknown	$11,678 as of Mar 29, 2024	no Form D	Harvest
T•••• C•••••• F•••• L• • S••••• 7• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• 3• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Jan 20, 2022	no Form D	Wound down
T•••• C•••••• F•••• L• • S••••• 4• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Jan 20, 2022	no Form D	Wound down

Team

6 current, 2 former

Managing partner (3)

B••••••• F•••••••• M•••••• · Managing Partner · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•• C•••••• L••••• · Managing Partner · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• Z••••• H••••••• · Managing Partner · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

C••••••••• M•••••• C•••••• · Chief Financial Officer · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
K•••• D•• M••••• · Chief Compliance Officer & General Counsel · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Other (1)

G•••••• G•••• H••••• · Head Of Capital · since Apr 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

2 former (kept with end dates)

B••••••• F•••••••• M•••••• · Managing Member · Mar 1, 2014 to Jun 2, 2021 Inference
A••••• Z••• · Chief Compliance Officer · Mar 1, 2020 to Jul 21, 2022 Inference

Portfolio

7 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
T•••••	Minority	active	Sep 15, 2026 venture round	0 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
A•	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
C•••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
D•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
E•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
F••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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

2 most recent

Apr 29, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Jun 29, 2017
••• 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

Freshness97 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9722222222222222,"evidence":"5 method: sum of component points, capped at 1.0
model score-pe-1
Research priority50 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: 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 appetite0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness58 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5833333333333334,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: transactions, stated criteria, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity70 · ELEVATED: 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

Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 5 days ago
Observations: 28
Sources: 3
Open research tasks: 1

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

Q•••• C•••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, RIA and Wealth and Private Credit.

Venture Capital1RIA and Wealth1Private 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.

Checking your plan…