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 / 1•••••••• I••••••••• L••
1•••••••• I••••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 18 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-07-03
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 18 of 18 distinct vehicles are sworn P•••••• Equity Funds; 18 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 31, 2018 to Jul 3, 2024
- RAUM
- $239Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 18
- PE fund GAV, latest filing
- $239Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $239Mevery private fund type, latest filing
- 2024 PE fund GAV
- $239Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-03, latest gav Private Equity Fund $239M, latest counts Private Equity Fund 18, lifetime distinct Private Equity Fund 18
- Employees
- 6
- Headquarters
- Foxborough, MA
- Office address
- 124 WASHINGTON STREET, SUITE 101, Foxborough, MA, 02035
- Business phone
- (508) 549-5799
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
- For them we seek worthy opportunities, on which we present the unbiased facts.
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
18 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| 1•••••••• P•••••• F••• X••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $7.8M as of Jul 3, 2024 | no Form D | Unknown | |
| 1•••••••• P•••••• F••• X••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $27.3M as of Jul 3, 2024 | no Form D | Early deployment | |
| 1•••••••• P•••••• F••• X•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $15.4M as of Jul 3, 2024 | no Form D | Unknown | |
| 1•••••••• C••••••••• F••• I• L• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $10.5M as of Jul 3, 2024 | no Form D | Early deployment | |
| 1•••••••• P•••••• F••• X• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $18.7M as of Jul 3, 2024 | no Form D | Unknown | |
| 1•••••••• P•••••• F••• X• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $14.8M as of Jul 3, 2024 | no Form D | Unknown | |
| 1•••••••• P•••••• F••• V••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $18.5M as of Jul 3, 2024 | no Form D | Mature | |
| 1•••••••• P•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $13.3M as of Jul 3, 2024 | no Form D | Mature | |
| 1•••••••• P•••••• F••• V•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $12.1M as of Jul 3, 2024 | no Form D | Mature | |
| 1•••••••• P•••••• F••• V•• L••• ADV: P•••••• Equity Fund | Fund of funds | 2020 first reported on Form ADV | $10.2M as of Jul 3, 2024 | no Form D | Active deployment | |
| 1•••••••• P•••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $17.1M as of Jul 3, 2024 | no Form D | Mature | |
| 1•••••••• P•••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $15.1M as of Jul 3, 2024 | no Form D | Mature | |
| 1•••••••• P•••••• F••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $11.6M as of Jul 3, 2024 | no Form D | Active deployment | |
| V• O••••• P•••••• I••••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $2.2M as of Jul 3, 2024 | no Form D | Harvest | |
| 1•••••••• P•••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $14.9M as of Jul 3, 2024 | no Form D | Unknown | |
| 1•••••••• P•••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $14.7M as of Jul 3, 2024 | no Form D | Mature | |
| V• O••••• P•••••• I••••••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $12.8M as of Jul 3, 2024 | no Form D | Mature | |
| V• B••• P•••••• I••••••••• F••• I• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $2.0M as of Jul 3, 2024 | no Form D | Harvest |
Team
4 current, 0 former
Managing partner (1)
- A••••• G•••• · Managing Member · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- K•••• L•••• · Member · since May 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- M••••••• E••••• H••••• · Chief Compliance Officer · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- K•••• L•••• · Former Investment Committee Members · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
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
- Mar 25, 20261•••••••• I••••••••• L••: P•••••• Equity Funds on Form ADV 18 (2024 extract) -> 23 (roster 2026-09-01)
- Oct 31, 20181•••••••• I••••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
1•••••••• I••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA 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.
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