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.
A••••••• C•••••• A•••• M••••••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· Bethesda, MDa•••••••••.com
Hybrid manager, based in Bethesda, MD.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.8B
- PE fund assets
- $1.1B
- PE funds
- 4
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- RAUM $4.8B
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 4 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 10
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 4 of 14 distinct vehicles; hedge, securitized or liquidity vehicles 10
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 15, 2012 to Mar 30, 2016
- RAUM
- $4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 29%
- Fund type mix
- filed 2016-03-30, latest gav Hedge Fund $462M, Private Equity Fund $1.1B, Securitized Asset Fund $3.2B, latest counts Hedge Fund 1, Private Equity Fund 4, Securitized Asset Fund 9, lifetime distinct Hedge Fund 1, Private Equity Fund 4, Securitized Asset Fund 9
- Employees
- 262
- Headquarters
- Bethesda, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
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
0 on record, 4 more on the reporting tape
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| A••••••• C•••••• E••••• I••• L• | Private Equity Fund | 2014 to 2016 | $643M filed Mar 30, 2016 | adviserinfo.sec.gov | |
| A••••••• C•••••• C•• F••• I• L• | Private Equity Fund | 2015 to 2016 | $247M filed Mar 30, 2016 | adviserinfo.sec.gov | |
| A••••••• C•••••• E••••• I• L•• | Private Equity Fund | 2012 to 2016 | $116M filed Mar 30, 2016 | adviserinfo.sec.gov | |
| A••••••• C•••••• E••••• I•• L• | Private Equity Fund | 2012 to 2016 | $100M filed Mar 30, 2016 | adviserinfo.sec.gov |
Team
3 current, 0 former
Managing partner (1)
- M•••• W••••• · Chief Executive Officer And President · since Feb 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- J••• R••••• E••••••• · Executive Vice President And Treasurer · since Feb 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- S••••• A•••• F••• · Chief Compliance Officer, Executive Vice President And Secretary · since Feb 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
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
- Sep 1, 2026••• Locked
- Feb 15, 2012••• Locked
Across the graphs
A••••••• C•••••• A•••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA 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.
Checking your plan…