DFX Intelligence

Private Equity Intelligence

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Firms / O••• P••••••• M•••••• L•

O••• P••••••• M•••••• L•

Buyout firmUpper middle marketTorontoSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 45 of 45 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $20.95bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Strategies: SECONDARIES

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 45 of 45 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to Mar 28, 2024
RAUM: $21Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 31
PE fund GAV, latest filing: $21Breported gross assets (Form ADV), not fund size
All private fund GAV: $21Bevery private fund type, latest filing
2024 PE fund GAV: $21Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-28, latest gav Private Equity Fund $21B, latest counts Private Equity Fund 31, lifetime distinct Private Equity Fund 45
Employees: 257
Headquarters: Toronto, Canada
Office address: 161 BAY STREET, 49TH FLOOR, Toronto, M5J 2S1
Business phone: 416-362-7711

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

45 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
O••• P••••••• R••••• C• L• ADV: Private Equity Fund	Continuation vehicle	2024 first reported on Form ADV	$795M as of Mar 28, 2024	no Form D	Unknown
O••• N•••••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2023 first reported on Form ADV	$86.9M as of Mar 28, 2024	no Form D	Early deployment
O••• N•••• S••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$435M as of Mar 28, 2024	no Form D	Early deployment
O••• I•• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$108M as of Mar 28, 2024	no Form D	Early deployment
O••• F•• I• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$495M as of Mar 28, 2024	no Form D	Unknown
O••• O• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$321M as of Mar 28, 2024	no Form D	Active deployment
O••• F•• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$222M as of Mar 28, 2024	no Form D	Unknown
O••• F•• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2020 first reported on Form ADV	$868M as of Mar 28, 2024	no Form D	Mature
O••• F•• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$803M as of Mar 28, 2024	no Form D	Mature
O••• F•• G• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$106M as of Mar 28, 2024	no Form D	Mature
O••• F•• G• F••••• L• ADV: Private Equity Fund	Feeder or parallel	2020 first reported on Form ADV	$91.4M as of Mar 28, 2024	no Form D	Mature
O••• O••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$16.0M as of Mar 31, 2022	no Form D	Wound down
O••• P••••••• I•• F••••• I• ••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$2.1M as of Mar 28, 2024	no Form D	Mature
O••• P••••••• I•• F••••• ••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$1.9M as of Mar 28, 2024	no Form D	Active deployment
O••• P••••••• V• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$7.5B as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• V•• L• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$2.4B as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• V• P• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$580M as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• V• P••• L• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$382M as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• V• S••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$71.1M as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• V• G• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$0 as of Jul 30, 2018	no Form D	Wound down
O••• C•••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$153M as of Mar 28, 2024	no Form D	Unknown
O••• R••••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$81.3M as of Mar 28, 2024	no Form D	Harvest
O••• Y••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$130M as of Mar 28, 2024	no Form D	Mature
O••• P••••••• I• P• L• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$123M as of Mar 28, 2024	no Form D	Harvest
O••• P••••••• I• S••••• L• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$19.5M as of Mar 28, 2024	no Form D	Harvest
O••• S•• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2015 first reported on Form ADV	$0 as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$4.1B as of Mar 28, 2024	no Form D	Harvest
O••• P••••••• I• G• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$192M as of Jul 30, 2018	no Form D	Wound down
O••• U•• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$142,754 as of May 3, 2019	no Form D	Wound down
O••• P••••••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$1.0B as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• I• R•• H••••••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$299M as of Apr 17, 2013	no Form D	Wound down
O••• A•••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$269M as of Mar 27, 2014	no Form D	Wound down
O••• S••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$106M as of Mar 27, 2014	no Form D	Wound down
O••• P••••••• I•• G• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$97.0M as of Jul 30, 2018	no Form D	Wound down
O••• P••••••• I• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$11.7M as of Mar 28, 2024	no Form D	Harvest
O••• P••••••• I•• P• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$9.5M as of Mar 28, 2024	no Form D	Unknown
O••• P••••••• G• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$9.0M as of Jul 30, 2018	no Form D	Wound down
O••• P••••••• I• G• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$7.0M as of Jul 30, 2018	no Form D	Wound down
O••• P••••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$3.2M as of Mar 28, 2024	no Form D	Harvest
O••• P••••••• I•• S••••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.4M as of Mar 28, 2024	no Form D	Unknown
O• •••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$1.3M as of Mar 28, 2024	no Form D	Harvest
O••• E••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$80,000 as of Apr 17, 2013	no Form D	Wound down
O••• T•••••• C•••••••• I• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
O••• T•••••• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 31, 2021	no Form D	Wound down
O••• B• C•••••••• L• ADV: Private Equity Fund	Co-investment vehicle	unknown	$0 as of Mar 31, 2023	no Form D	Wound down

Team

7 current, 4 former

Managing partner (1)

R••••• M•••••• L• B•••• · Chief Executive Officer (O••• C•••••••••) · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

G••••• W•••••• S••••••• · Shareholder · 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)

Principal (2)

N•••• S•••••• W••••• · Co-Head Of O••• Partners And Director (O••• P••••••• M•••••• G• U••) · 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•• M•••••• C••••• · Director (O••• P••••••• M•••••• G• U••) · 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)

Platform (2)

C••••••••• a• G•••• · Chief Financial Officer (O••• C•••••••••) · since Mar 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Y•••• F•••• · Chief Compliance Officer · since Jul 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Other (1)

P•••••• N•• T••••• · Co-Head Of O••• Partners · 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)

4 former (kept with end dates)

A••••• E•••••••• D••• · General Counsel And Chief Compliance Officer (O••• P••••••• M•••••• G• U••); General Counsel (O••• C•••••••••) · Dec 1, 2011 to Jul 30, 2018 Inference
D••••• W•••••• L••••• · Chief Financial Officer (O••• C•••••••••) · Jan 1, 2008 to Mar 31, 2015 Inference
J••••• S••••• H•••••• · Director (O••• P••••••• M•••••• G• U••) · Jul 1, 2010 to Mar 29, 2019 Inference
M•••••• D•••• R••• · Director (O••• P••••••• M•••••• G• U••) · Mar 1, 2019 to Mar 28, 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

1 relationships

Placement agents (1)

C••••• S••••• S••••••••• •••• L•• 9 shared · very strong · last Jan 1, 2018

LP commitments

13 disclosed

C••••••••• P••••• E••••••••• R••••••••• S••••• in O••• P••••••• I• L• $261M calpers.ca.gov
C••••••••• P••••• E••••••••• R••••••••• S••••• in O••• P••••••• V•• L• $456M calpers.ca.gov
C••••••••• S•••• T•••••••• R••••••••• S••••• in O••• P••••••• I• L• $150M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in O••• P••••••• I•• L• $175M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in O••• P••••••• I• L• $200M calstrs.com
C••••••••• S•••• T•••••••• R••••••••• S••••• in O••• P••••••• V• L• $250M calstrs.com
N•• J••••• D••••••• o• I••••••••• in O••• P••••••• I•• L• $100M nj.gov
N•• J••••• D••••••• o• I••••••••• in O••• P••••••• I• L• $166M nj.gov
N•• J••••• D••••••• o• I••••••••• in O••• P••••••• V•• L• $100M nj.gov
A••••• P•••••••• F••• C••••••••• in O••• P••••••• I•• L• $45.0M apfc.org
A••••• P•••••••• F••• C••••••••• in O••• P••••••• I• L• $40.0M apfc.org
A••••• P•••••••• F••• C••••••••• in O••• P••••••• V• L• $100M apfc.org
L•• A•••••• C••• E••••••••• R••••••••• S••••• in O••• P••••••• L• $19.1M lacers.org

Events

2 most recent

Aug 27, 2026
O••• P••••••• M•••••• L•: Private Equity Funds on Form ADV 31 (2024 extract) -> 35 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 14, 2012
O••• P••••••• M•••••• L• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness96 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9555555555555556,"evidence":"8 method: sum of component points, capped at 1.0
model score-pe-1
Research priority70 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-21items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness42 · MODERATE: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.4166666666666667,"evidence":["funds","team"method: sum of component points, capped at 1.0
missing: website, description, portfolio, transactions, stated criteria, lenders, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 7 days ago
Observations: 22
Sources: 2
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

O••• P••••••• M•••••• L• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA and Wealth1Allocators1

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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