DFX Intelligence
Private Equity Intelligence
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Firms / N••• M••••••••• A•••••••• L••
N••• M••••••••• A•••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-08-06
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 17, 2023 to Aug 6, 2024
- RAUM
- $372Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $302Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $302Mevery private fund type, latest filing
- 2024 PE fund GAV
- $302Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-08-06, latest gav Private Equity Fund $302M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 5
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
6 observed deals
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
- roles
- unknown 6
- period
- to unknown, from unknown, undated holdings 6, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- 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
6 companies on the graph (0 transactions); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N••• I•••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $216M as of Aug 6, 2024 | no Form D | Unknown | |
| N••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $85.7M as of Aug 6, 2024 | no Form D | Unknown |
Team
11 current, 0 former
Managing partner (4)
- B••• K••••• · • Founder, BK & Co. · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• V•• · • CEO, RV Ventures · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• S•••••• · • Co-Founder & Co-CEO, Curinos / Novantas · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• N••••••• · • Founding Partner, OPCO Advisory · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- A••• H••••• F••••••••• · Partner · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- I••• N••••• · • Head of Private Equity / M&A, Goodwin Procter · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• Z•••• · • Senior Managing Director, Truist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• R••• K••••• · • Former Managing Director, Credit Suisse · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- G•••••• M•••••• G••••••• · Partner And Chief Compliance Officer · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (2)
- A•••••• A••••••• · • Global Head of Equities, Credit Suisse / UBS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S••••• · • Co-Head of Equities, Barclays · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| • s•• f••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A•••• •• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| N••• I•••••••• I• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| U••••• C••••••• | Role unknown | exited | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
7 most recent
- Sep 17, 2026Pitchbook Names N••• I•••••••• a Top 10 Private Equity Growth/Expansion Fund for 2025
- Sep 17, 2026Pitchbook Names N••• I•••••••• a Top 10 Private Equity Growth/Expansion Fund for 2024
- May 18, 2026N••• I•••••••• Invests in Transient AI Series A to Advance AI Innovation in Regulated Capital Markets
- Apr 21, 2026N••• M••••••••• A•••••••• L••: Private Equity Funds on Form ADV 2 (2024 extract) -> 3 (roster 2026-09-01)
- Nov 6, 2024Greg G••••••• Speaks at 6th Annual Beryl Elites Alternative Investments & Data Revolution Conference
- Sep 20, 2024NeoXam to Acquire EZOPS, Expanding Global FinTech Reach
- Jan 17, 2023N••• M••••••••• A•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
N••• M••••••••• A•••••••• 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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