DFX Intelligence
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A••••• C•••••• G•••• L••
CandidateClassification candidateunsizedSEC registered investment adviser· New York, NYa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.9B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 0 of 58
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estateGeography United StatesControl control
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 4 Private Equity Fund(s) among 11 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 4 Private Equity Fund(s) among 11 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 6, 2012 to Mar 30, 2026
- RAUM
- $6.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery 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
- 36%
- Fund type mix
- filed 2024-03-29, latest gav Real Estate Fund $5.4B, latest counts Real Estate Fund 7, lifetime distinct Real Estate Fund 7, Private Equity Fund 4
- Employees
- 26
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
58 observed deals
Stated by the firm
- Sectors
- real estate
- Geography
- United States
- 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
- control
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 58
- period
- to unknown, from unknown, undated holdings 58, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 58
- companies
- 58
- geography
- investments
- 58
- 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
58 companies on the graph (0 transactions); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• M•••• F••••• P••••••• V• L• ADV: Real Estate Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.3B as of Mar 29, 2024 | no Form D | Unknown | |
| A••• I• B•••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $553,898 as of Apr 26, 2019 | no Form D | Wound down | |
| A••••• C••• I••••• F••• I• L• ADV: Real Estate Fund | Credit fund | 2014 first reported on Form ADV | $562M as of Mar 29, 2024 | no Form D | Mature | |
| A••••• M••••••••• P••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.3M as of Apr 27, 2017 | no Form D | Wound down | |
| A••••• M••••••••• P••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $308,624 as of Apr 26, 2019 | no Form D | Wound down | |
| A••••• C•••••• P••••••• L•• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Apr 27, 2017 | no Form D | Wound down |
Team
7 current, 1 former
Partner (2)
- J•••••• M•••••• R•••••••• · Managing Director · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• G••••• S•••• · Managing Director · since Apr 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- A••••• S••••• S•••• · Director · since Mar 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- K••• E•••• · Senior Vice President · since May 1, 2004 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)
- B••••••• L• F••••••• · Trustee · 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)
Platform (2)
- J•••• M•••• L•••••• · Chief Compliance Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• a• A••••••• · Chief Financial Officer · since Jan 1, 2012 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)
- G•••••• S• L•••• · Executive Vice President · May 1, 2004 to Jan 25, 2022 Inference
Portfolio
58 relationships, 0 platforms, 0 add-ons
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)
- H•••• W•••• S••••••••• L•• 1 shared · one time · last Jan 1, 2014
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
1 most recent
- Feb 6, 2012••• Locked
Across the graphs
A••••• C•••••• G•••• L•• is the same institution as 2 records in RIA and Wealth and Real Estate Funds.
RIA 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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