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 / F•••• C•••••• I•••
F•••• C•••••• I•••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 19, 2012 to Aug 13, 2024
- RAUM
- $21Bregulatory 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
- $2.8Bevery 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
- 0%
- Fund type mix
- filed 2024-08-13, latest gav Hedge Fund $208M, Other Private Fund $2.6B, latest counts Hedge Fund 1, Other Private Fund 3, lifetime distinct Hedge Fund 11, Other Private Fund 23, Securitized Asset Fund 1
- Employees
- 112
- Headquarters
- New York, NY
- Office address
- 375 PARK AVENUE, 8TH FLOOR, New York, NY, 10152
- Business phone
- 212-300-1600
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- infrastructure, energy, transportation logistics
- Geography
- Canada
- 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
- We partner with clients to offer bespoke investment solutions that are designed to align with their unique objectives and support long‑term investment goals.
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••••• D••••••••• L•••••• M••••• F•••• L• ADV: Hedge Fund | Fund of funds | 2019 first reported on Form ADV | $208M as of Aug 13, 2024 | no Form D | Unknown |
Team
7 current, 27 former
Managing partner (2)
- E••• W•••••• R•••••• · Executive Director, Chief Executive Officer F•••• Usa & Director · since Nov 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• D•••• E•••••• · Executive Vice President, Co-Regional Managing Partner · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- C•••••• N•••••• D•••• · Executive Vice President, Head Of P•••••• Wealth, U.S. · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (4)
- A•••• N••••• S••••••• · Senior Vice President, Head Of Strategic Finance · 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•••• A•• P•••••••• · Chief Compliance Officer & Head Of Compliance, U.S. · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• E••••• P••••••• · Executive Director, Global Chief Financial Officer & Director · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• A•••••• M••••• · General Counsel & Director · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
27 former (kept with end dates)
- B••••••• S•••••• T••••••• · President, Chief Executive Officer & Director · Nov 1, 2015 to Jul 17, 2020 Inference
- D••••• J•• M••••• W•••••••• · Chairman & Cio · Oct 1, 1972 to Oct 16, 2012 Inference
- J••••••••• L•••• · Global President, Chief Operating Officer & Director · Nov 1, 2020 to Mar 28, 2023 Inference
- M••• S••••• H•••••• · Senior Vice President, Regional Managing Partner · Sep 1, 2021 to Mar 28, 2023 Inference
- B•••••• T•••••• O•••••• · Direct Owner · Feb 1, 1973 to Oct 16, 2012 Inference
- J••••••• E••••• L•••• · Chief Investment Officer · Nov 1, 2015 to Oct 9, 2020 Inference
- C•••••• D••••• I••• · Chief Compliance Officer · Aug 1, 2016 to Mar 30, 2017 Inference
- C•••••• C•••••• W•••••••• · Chief Operating Officer · Jul 1, 2007 to Mar 8, 2016 Inference
- D•••••• G•••••• · Senior Vice President, Head Of Finance · Nov 1, 2020 to Mar 28, 2023 Inference
- E•••••••• K••••••••• · Chief Compliance Officer · Mar 1, 2017 to Nov 23, 2021 Inference
- M••• M•••••• W••••• · Chief Compliance Officer · Apr 1, 2024 to Aug 13, 2024 Inference
- P••••• B••••••••• · Executive Vice President, Head Of Finance · Aug 1, 2016 to May 19, 2020 Inference
- R••••• S••••• L••••••••• · Vice President, Financial Accounting · May 1, 2020 to Jan 7, 2021 Inference
- W•• Z••• · Chief Compliance Officer, Head Of U.S. Compliance · Nov 1, 2021 to Apr 26, 2024 Inference
- A•••• S••••••••• · Director · Mar 1, 2016 to Mar 26, 2018 Inference
- D••••• J•• M••••• W•••••••• · Vice Chairman, Chief Investment Strategist For Global Equity And Tactical Asset Allocation & Director · Jul 1, 1994 to Jan 2, 2019 Inference
- J••••••• D••••••••• · Director · Apr 1, 2015 to Mar 22, 2021 Inference
- J••• V•••••••• · Director · Mar 1, 2016 to Mar 23, 2019 Inference
- M•••••• D•••• J••••• Q•••••• · Executive Director, Global Head Of Distribution & Director · Nov 1, 2020 to Mar 27, 2024 Inference
- N•••• N•••••••• K••••••• · Vice Chairman, Chief Of Growth Equity Strategies & Director · Jun 1, 2016 to Oct 18, 2021 Inference
- S•••••• B••••••• · Director · Apr 1, 2015 to Mar 26, 2018 Inference
- A•• H••• P••••••• · Executive Vice President · Sep 1, 2016 to Jul 17, 2020 Inference
- J•••• G•••• · Senior Vice President · Oct 1, 2013 to Sep 29, 2014 Inference
- M••• A••• J••••• · Executive Vice President · Sep 1, 2016 to Mar 23, 2019 Inference
- P•••• D•••••• S•••• · Executive Chairman, F•••• Global P•••••• Wealth And Executive Vice President, Corporate Development, & Director · Jul 1, 2020 to Aug 13, 2024 Inference
- R•••••• A•••••• N••• · Executive Vice President · Nov 1, 2015 to Mar 23, 2019 Inference
- W•••••• S••••••••• C••••• · Senior Vice President, Global Head Of Financial Intermediaries & Director · Nov 1, 2021 to Mar 28, 2023 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
1 most recent
- Apr 19, 2012F•••• C•••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
F•••• C•••••• I••• is the same institution as 2 records in RIA and Wealth and Private Credit.
RIA 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.
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