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 / C•••••••• A•••• M••••••••• L•
C•••••••• A•••• M••••••••• L•
Buyout firmMiddle marketBoston, MASEC registered investment adviser
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.10bn Private Equity Fund GAV on the Form ADV filed 2024-05-22
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 6 distinct vehicles are sworn P•••••• Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 14, 2013 to May 22, 2024
- RAUM
- $4.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $2.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 83%
- Fund type mix
- filed 2024-05-22, latest gav Hedge Fund $1.9B, Private Equity Fund $2.1B, latest counts Hedge Fund 1, Private Equity Fund 5, lifetime distinct Hedge Fund 1, Private Equity Fund 5
- Employees
- 14
- Headquarters
- Boston, MA
- Office address
- 200 CLARENDON STREET, 52ND FLOOR, Boston, MA, 02116
- Business phone
- 857-702-0370
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
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• P•••••• H••••••••• F••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $361M as of May 22, 2024 | no Form D | Early deployment | |
| C•••••••• P•••••• H••••••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $499M as of May 22, 2024 | no Form D | Unknown | |
| C•••••••• P•••••• H••••••••• F••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $733M as of May 22, 2024 | no Form D | Mature | |
| C•••••••• P•••••• H••••••••• F••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $380M as of May 22, 2024 | no Form D | Harvest | |
| C•••••••• P•••••• H••••••••• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $125M as of May 22, 2024 | no Form D | Harvest |
Team
3 current, 2 former
Managing partner (1)
- B•••• C••• · Managing Member & Chief Executive Officer · since Mar 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- C•••• J••••••• T•••• · Chief Financial Officer & Chief Operating Officer · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••••• O•••••••• · Chief Compliance Officer & General Counsel · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- E••••• J• S••••••• · Member, Chief Financial Officer & Chief Operating Officer · Mar 1, 2013 to Mar 31, 2022 Inference
- W•••••• W••••• H••• · Chief Administrative Officer & Chief Operating Officer · Nov 1, 2020 to Mar 30, 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
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 27, 2026C•••••••• A•••• M••••••••• L•: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 6 (roster 2026-09-01)
- Jun 14, 2013C•••••••• A•••• M••••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
C•••••••• A•••• M••••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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