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 / B•••••••••
B•••••••••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 42 of 42 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $1.53bn Private Equity Fund GAV on the Form ADV filed 2024-09-26
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 42 of 42 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Sep 26, 2024
- RAUM
- $4.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 36
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 68%
- Fund type mix
- filed 2024-09-26, latest gav Hedge Fund $452M, Real Estate Fund $22.8M, Other Private Fund $15.8M, Private Equity Fund $1.5B, latest counts Hedge Fund 7, Real Estate Fund 3, Other Private Fund 2, Private Equity Fund 36, lifetime distinct Hedge Fund 12, Liquidity Fund 1, Real Estate Fund 4, Other Private Fund 2, Private Equity Fund 40
- Employees
- 31
- Headquarters
- Richmond, VA
- Office address
- 1802 BAYBERRY CT., SUITE 400, Richmond, VA, 23226-3767
- Business phone
- 804-288-0404
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
42 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••• P•••••• S••••••••• L• • S••••• M••••• Q• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $43.0M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $38.3M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $34.9M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• Q• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $22.3M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• Q• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $20.8M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $3.4M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $102M as of Sep 26, 2024 | no Form D | Early deployment | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $72.3M as of Sep 26, 2024 | no Form D | Early deployment | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $36.5M as of Sep 26, 2024 | no Form D | Early deployment | |
| B•••••• P•••••• S••••••••• L• • R••• A•••• S••••• M••••• 2••• ADV: Other P•••••• Fund | Fund of funds | 2022 year in the fund name | $7.2M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $111M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $77.0M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $34.4M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2020 year in the fund name | $105M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2020 year in the fund name | $88.0M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2020 year in the fund name | $25.8M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• • R••• A••••• S••••• M••••• 2••• ADV: Other P•••••• Fund | Fund of funds | 2020 year in the fund name | $8.5M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2019 year in the fund name | $88.6M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2019 year in the fund name | $84.4M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2019 year in the fund name | $19.2M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2018 year in the fund name | $90.6M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2018 year in the fund name | $73.9M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2018 year in the fund name | $16.7M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • C••••• O••••••••• S••••• M••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $14.8M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • T••••••••• C••••• O••••••••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $13.5M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • T•••••• C••••• O••••••••• S••••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $1.3M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2017 year in the fund name | $69.9M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2017 year in the fund name | $52.4M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2017 year in the fund name | $17.5M as of Sep 26, 2024 | no Form D | Mature | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $45.0M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $40.9M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• •• V•••••• Y••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $30.8M as of Sep 18, 2017 | no Form D | Wound down | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2016 year in the fund name | $9.5M as of Sep 26, 2024 | no Form D | Unknown | |
| B•••••• P•••••• S••••••••• L• ADV: P•••••• Equity Fund | Fund of funds | 2015 first reported on Form ADV | $83.6M as of Sep 18, 2017 | no Form D | Wound down | |
| B•••••• P•••••• S••••••••• L• V•••••• Y••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $23.8M as of Sep 18, 2017 | no Form D | Wound down | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $16.6M as of Sep 26, 2024 | no Form D | Harvest | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $15.9M as of Sep 26, 2024 | no Form D | Harvest | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $3.2M as of Sep 26, 2024 | no Form D | Harvest | |
| B•••••• P•••••• S••••••••• L• V•••••• Y••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2014 year in the fund name | $29.0M as of Sep 18, 2017 | no Form D | Wound down | |
| B•••••• P•••••• S••••••••• L• • S••••• M••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2014 year in the fund name | $21.4M as of Sep 26, 2024 | no Form D | Harvest | |
| B•••••• P•••••• S••••••••• L• • S••••• T••••••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2014 year in the fund name | $19.2M as of Sep 26, 2024 | no Form D | Harvest | |
| B•••••• P•••••• S••••••••• L• • S••••• T•••••• 2••• ADV: P•••••• Equity Fund | Fund of funds | 2014 year in the fund name | $2.2M as of Sep 26, 2024 | no Form D | Harvest |
Team
6 current, 1 former
Partner (4)
- A••••• B••••••••• I•• · Managing Director & Chairman Of The Board · since Jul 1, 1970 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••• M••••• C••••••• · Managing Director & Secretary; Executive Committee · since Dec 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• J••• D••• · Managing Director; Executive Committee · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• S•••••• R•••••••• · Managing Director; Executive Committee · since Sep 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Board or advisory (1)
- A••••• B••••••••• I•• · Trustee · since Jan 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D•••• A•••• L•••• · Chief Compliance Officer (01/2021); Managing Director; Treasurer (09/2000) ; Executive Committee · since Sep 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- P••• T••••• R•••• · Chief Compliance Officer · Sep 1, 2004 to Jan 4, 2021 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
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
- May 13, 2026B•••••••••: P•••••• Equity Funds on Form ADV 36 (2024 extract) -> 46 (roster 2026-09-01)
- Mar 29, 2012B••••••••• first filed Form ADV in the extract (IA)
Across the graphs
B••••••••• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Private Credit1Real 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.
Checking your plan…