DFX Intelligence
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M••••••• P••••••• L•
Private credit managerClassification probableMiddle marketSEC registered investment adviser· New York, NYm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.4B
- PE fund assets
- $1.7B
- PE funds
- 15
- 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
- Latest Form D Oct 24, 2025
- Graphs 3
- Placement agents 5
Classification
How this organization is classified, and on what basisPrivate credit manager · 2 in historyShowHide
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 6 of 8 private equity vehicles are named credit
- Size band
- Middle marketdefined by: proxy: $1.71bn Private Equity Fund GAV on the Form ADV filed 2026-05-22
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 23, 2026Private credit manager (probable, 70%, cls-pe-2)R2: 6 of 8 private equity vehicles are named credit
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 2 of 4 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 28, 2018 to May 22, 2026
- RAUM
- $2.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 89%
- Fund type mix
- filed 2026-05-22, latest gav Hedge Fund $75.5M, Private Equity Fund $1.7B, latest counts Hedge Fund 2, Private Equity Fund 15, lifetime distinct Hedge Fund 2, Private Equity Fund 16
- Employees
- 19
- Headquarters
- New York, NY
- 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
16 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••• P••••••• A••••••••• P•••••• C••••• M••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $335M as of May 22, 2026 | no Form D | Unknown | |
| M••••••• P••••••• A••••••••• P•••••• C••••• M••••• F••• I••••• L••• ADV: P•••••• Equity Fund | Credit fund | 2022 first reported on Form ADV | $129M as of May 22, 2026 | no Form D | Active deployment | |
| M••••••• P••••••• A••••••••• P•••••• C••••• F••• I•• O•••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $502M as of May 22, 2026 | $239M | Successor fundraising | |
| M••••••• P••••••• A••••••••• P•••••• C••••• F••• I•• O••••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $162M as of May 22, 2026 | $108M | Successor fundraising | |
| M••••••• P••••••• O••••••••• F••• I• O••••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 Form D first sale | $105M as of May 22, 2026 | no Form D | Harvest | |
| M••••••• P••••••• O••••••••• F••• I• O•••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 Form D first sale | $90.8M as of May 22, 2026 | no Form D | Harvest | |
| M••••••• P••••••• O••••••••• M••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $89.1M as of May 22, 2026 | no Form D | Unknown | |
| M••••••• P••••••• O••••••••• M••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $66.8M as of May 22, 2026 | no Form D | Harvest | |
| C•••• O••••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $34.8M as of May 22, 2026 | no Form D | Unknown | |
| C••••••••• S••••••••• C••••• O••••••••• M••••• F••• B• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $28.5M as of May 22, 2026 | no Form D | Unknown | |
| C•••• O•••••• F•••••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2018 first reported on Form ADV | $11.2M as of May 22, 2026 | no Form D | Unknown | |
| C••••••••• S••••••••• C••••• O••••••••• M••••• F••• a• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $3.3M as of Oct 23, 2024 | no Form D | Harvest | |
| M••••••• P••••••• A•••• B•••• P•••••• C••••• F••• I• O••••••• F•••••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $81.0M as of May 22, 2026 | $0 | Unknown | |
| M••••••• P••••••• A••••••••• P•••••• C••••• F••• I• O•••••• F•••••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $53.9M as of May 22, 2026 | $0 | Unknown | |
| M••••••• P••••••• A••••••••• P•••••• C••••• M••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $15.8M as of May 22, 2026 | no Form D | Unknown | |
| M••••••• P••••••• A••••••••• P•••••• C••••• M••••• F••• I•••• L••• ADV: P•••••• Equity Fund | Credit fund | unknown | $10.2M as of May 22, 2026 | no Form D | Unknown |
Team
25 current, 1 former
Managing partner (2)
- G••• R•••••• · Chief Executive Officer & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C• A••••••• · Chief Operating Officer, President & Limited Partner · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (13)
- B•••• T••••• H••• · M••••• O• M••••••• P••••••• O••••••••• G•• L•• · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•• K••••••• · ABS & CLO Sector Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• P•••• R•••••• · M••••• O• M••••••• P••••••• O••••••••• G•• L•• · since Apr 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• G••••••• · P•••••• Credit Sector Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A•••••• B•••••• · Head Of S••••••••• Credit And Limited Partner · since Sep 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• B•••••• · Chief Investment Officer & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• R•••• · P•••••• Credit Sector Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••••• S•••••••• · Director Of P•••••• Credit And Limited Partner · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M••••••• S•••••••• · Director of P•••••• Credit & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• Z•••••• S•• · Residential Real Estate Sector Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• Z•••••• S•• · M••••• O• M••••••• P••••••• H•••••• G•• L•• · since Aug 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•• M••••• · Portfolio Manager for Liquid Alternatives · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• G•••••••• · Commercial Real Estate Sector Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- R••••• C••••••••• · P•••••• Credit Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- J•••• C••••••• · P•••••• Credit Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- M•••••• C• A••••••• · President, Chief Operating Officer & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- J• M•••••• · Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• L•• · Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- M•••• C••••• · Director of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- C••••• G•••••• · Operations Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• I••••••• · Chief Financial Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• L•••• I••••••• · Chief Compliance Officer And Chief Financial Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• D•••••• · Director of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- G••••• D••••• · C•••• F•••••••• O•••••• O• P•••••• C••••• A•• M••••••• P••••••• L• · May 1, 2018 to Feb 16, 2024 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
5 relationships
Placement agents (5)
- B••• S••• S••••••••• L•• 5 shared · very strong · last Jan 1, 2023
- M••••• S•••••• 4 shared · strong · last Jan 1, 2023
- O••••••••• • C•• I••• 4 shared · strong · last Oct 24, 2025
- A•••••••• C••••••• L••• 2 shared · recurring · last Jan 1, 2018
- M••••• S•••••• • C•• L•• 2 shared · recurring
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 22, 2026••• Locked
- Mar 28, 2018••• Locked
Across the graphs
M••••••• P••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent Sponsors1RIA 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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