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.
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Firms / C•••• A•••• M••••••••• L•••
C•••• A•••• M••••••••• L•••
Private credit manager · probableMiddle marketStamford, CTc••••••••.comSEC registered investment adviser
C•••• Asset Management
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 7 of 7 private equity vehicles are named credit
- Size band
- Middle marketdefined by: proxy: $1.81bn Private Equity Fund GAV on the Form ADV filed 2024-03-25
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 7 of 7 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 16, 2012 to Mar 25, 2024
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-25, latest gav Private Equity Fund $1.8B, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 12
- Employees
- 9
- Headquarters
- Stamford, CT
- Office address
- 750 WASHINGTON BLVD, SUITE 630, Stamford, CT, 06901
- Business phone
- 203-769-8400
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- business services, manufacturing, distribution, transportation logistics
- Geography
- United States, Europe
- 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
- CAM invests in directly originated, privately negotiated, performing, senior secured loans — including
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
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• O•••••• D••••• L•••••• F••• I• • 5• Y•••• L••• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $177M as of Mar 25, 2024 | no Form D | Unknown | |
| S•• O•••••• D••••• L•••••• F••• I• • 1• Y•••• L••• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $92.0M as of Mar 25, 2024 | no Form D | Unknown | |
| S•• O••••••• M••••• F••• I• • 5• Y•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $0 as of Apr 20, 2022 | no Form D | Unknown | |
| S•• O•••••• D••••• L•••••• F••• I••••••• L••• ADV: Private Equity Fund | Credit fund | 2020 first reported on Form ADV | $447M as of Mar 25, 2024 | no Form D | Unknown | |
| S•• D••••• L•••••• R••••••• F••• I••• L••• ADV: Private Equity Fund | Credit fund | 2017 first reported on Form ADV | $136M as of Mar 25, 2024 | no Form D | Mature | |
| S•• O••••••• M••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $20.1M as of Mar 25, 2024 | no Form D | Harvest | |
| S•• O••••••• M••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $599,833 as of Sep 16, 2021 | no Form D | Wound down | |
| S•• O•••••• D••••• L•••••• F••• I••• L••• ADV: Private Equity Fund | Credit fund | 2016 first reported on Form ADV | $936M as of Mar 25, 2024 | no Form D | Harvest | |
| S•• O••••••• C••••• F•••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $50.5M as of Aug 31, 2016 | no Form D | Wound down | |
| S•• O•••••• D••••• L•••••• F••• I•• L••• ADV: Private Equity Fund | Credit fund | 2013 first reported on Form ADV | $6.2M as of Sep 16, 2021 | no Form D | Wound down | |
| S•• O•••••• D••••• L•••••• F•••• L••• ADV: Private Equity Fund | Credit fund | unknown | $63.6M as of Sep 5, 2019 | no Form D | Wound down | |
| S•• O••••••• C•••••• F•••••• F•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $40.2M as of Sep 5, 2019 | no Form D | Wound down |
Team
10 current, 9 former
Managing partner (1)
- S•••••• J•••• C•••• · Managing Partner & · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- S•••••• J•••• C•••• · Chief Investment Officer · since Oct 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- A••••• E• H•••••• · Vice President - Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- D•••• R• E•••• · Associate - Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- S•••• A• D••• · D•••••or - Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- J•••• •••••••• C••••••• · Office Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• S•••••• F•••• · Chief Compliance Officer · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• D••••• · D•••••or - Office Administration & Human Resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• J•••• O••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• J•••• O••••• · Chief Financial Officer · since Apr 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
9 former (kept with end dates)
- M••• D•••• N••••• · Partner & Co-Portfolio Manager · Oct 1, 2011 to Mar 29, 2019 Inference
- S•• L••• •••• W•• · Partner & Co-Portfolio Manager · Oct 1, 2011 to Mar 28, 2018 Inference
- G••• H••••• G•••••• · Chief Financial Officer · Jul 1, 2014 to Aug 5, 2016 Inference
- J••• P••• M•••••• · Chief Compliance Officer · Aug 1, 2017 to Sep 5, 2019 Inference
- R••••• J• M•••••• · Chief Financial Officer · Aug 1, 2016 to Aug 24, 2018 Inference
- S•••• M•••••• H••••• · Chief Operating Officer & Chief Compliance Officer · Aug 1, 2015 to Aug 5, 2016 Inference
- T••••• •••• B••••••••• · Chief Compliance Officer · Oct 1, 2011 to Sep 11, 2015 Inference
- T•••• M•••• U••••••• · Chief Financial Officer / Chief Compliance Officer · Jul 1, 2018 to Apr 20, 2022 Inference
- Z•••••• Z•••• · Chief Compliance Officer · Aug 1, 2016 to Aug 3, 2017 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
3 relationships
Placement agents (3)
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• 2 shared · recurring · last Jan 1, 2016
- V••• I••••••••• D••••••••• L•• 2 shared · recurring · last Jan 1, 2023
- M•••••• L•••• A••••••••• I••••••••• L•• 1 shared · one time · last Jan 1, 2013
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
27 most recent
- Sep 15, 20262016 C•••• Asset Management closes $1.7B middle market direct loan fund Read More
- Jan 6, 2025January 6, 2025 C•••• A•••• M••••••••• L••• Announces Separation From V••• Investment Management Read More
- Jan 6, 2025January 6, 2025 C•••• Asset Management Splits from V••• Investment Management Read More
- Aug 9, 2022August 9, 2022 V••• Financial's Acquisition of C•••• Asset Management Read More
- Aug 3, 2022August 3, 2022 V••• to acquire $5bn private credit manager Read More
- Aug 3, 2022August 3, 2022 SRZ Represented C•••• A•••• M••••••••• L••• in Acquisition by V••• Investment Management Read More
- Aug 2, 2022August 2, 2022 V••• IM agrees to acquire C•••• Asset Management Read More
- Aug 2, 2022August 2, 2022 WVNews - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 Stock Titan - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 Yahoo Finance - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 V••• IM To Acquire C•••• Asset Mgmt. Read More
- Aug 2, 2022August 2, 2022 V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 gurufocus - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 The Joplin Globe - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 V••• to acquire credit manager C•••• Asset Management Read More
- Aug 2, 2022August 2, 2022 Business Wire - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Aug 2, 2022August 2, 2022 V••• Finanvial - V••• Investment Management to acquire C•••• A•••• M••••••••• L••• Read More
- Nov 7, 2017November 7, 2017 C•••• A•••• M••••••••• L••• Raises Revolving Credit Facility Fund – Firm Assets Under Management (“AUM”) Approximate $4.5 Billion Of Invested Capital And Capital Commitments Read More
- May 10, 2016May 10, 2016 C•••• Asset Management Raises in Excess of $1.7B for Fund III Read More
- May 10, 2016May 10, 2016 Steve C•••• Raises In Excess Of $1.7 Billion For Fund III - Firm Assets Under Management ("AUM") App Read More
- May 10, 2016May 10, 2016 C•••• Asset Management Closes Third D••••• L•••••• Fund at $1.7B Read More
- May 9, 2016May 9, 2016 Steve C•••• Raises In Excess Of $1.7 Billion For Fund III - Firm Assets Under Management ("AUM") Approximate $4.3 Billion Of Invested Capital And Capital Commitments Read More
- Apr 12, 2012April 12, 2012 Winners of the 2012 Expect Miracles Awards, Sponsored by American Century Investments, Announced at Institutional Investor Gala in NYC Read More
- Mar 8, 2012March 8, 2012 Former Frontpoint Exec Raising $1.5B For New Fund Read More
- Mar 8, 2012March 8, 2012 Ex-FrontPointer C•••• Eyes $1.5 Billion For New Fund Read More
- Feb 16, 2012C•••• A•••• M••••••••• L••• first filed Form ADV in the extract (IA)
- Sep 5, 2011September 5, 2011 D••••• credit fund splits from FrontPoint, reports Pensions & Investments Read More
Across the graphs
C•••• A•••• M••••••••• 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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