DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
L• P•••• M••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· San Francisco, CAl•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $622M
- PE fund assets
- $355M
- PE funds
- 6
- 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
- Graphs 4
- Placement agents 1
- RAUM $622M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.36bn 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: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 17, 2021 to May 1, 2026
- RAUM
- $622Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $355Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $628Mevery private fund type, latest filing
- 2024 PE fund GAV
- $355Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- filed 2024-08-06, latest gav Private Equity Fund $355M, Venture Capital Fund $56.0M, latest counts Private Equity Fund 3, Venture Capital Fund 1, lifetime distinct Private Equity Fund 3, Venture Capital Fund 1
- Employees
- 6
- Headquarters
- San Francisco, CA
- 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
3 on record, 3 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L• P•••• E•••••••• C•••••••• H••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $102M as of Aug 6, 2024 | no Form D | Unknown | |
| L• P•••• O••••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $244M as of Aug 6, 2024 | no Form D | Early deployment | |
| L• P•••• W• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $9.3M as of Aug 6, 2024 | no Form D | Early deployment |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| L• P•••• C•• O••••••• I• L••• | Private Equity Fund | 2026 to 2026 | $44.9M filed May 1, 2026 | reports.adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2026 to 2026 | $41.0M filed May 1, 2026 | reports.adviserinfo.sec.gov | |
| L• P•••• W• H••••••• I• L••• | Private Equity Fund | 2026 to 2026 | $5.1M filed May 1, 2026 | reports.adviserinfo.sec.gov |
Team
2 current, 0 former
Partner (1)
- K•••••• C•••• L•••• D•••••• · Sole Member · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D••••••• N••••• B•••• · Chief Compliance Officer And Chief Operating Officer · since Oct 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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)
- P•• P••••••• L• 1 shared · one time · last Jan 1, 2023
LP commitments
2 disclosed
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in L• P•••• O••••••••• I• L••• amount not disclosed lacers.org
- L•• A•••••• C••• E••••••••• R••••••••• S••••• in L• P•••• O••••••••• I• L••• $30.0M lacers.org
Events
2 most recent
- May 1, 2026••• Locked
- Dec 17, 2021••• Locked
Across the graphs
L• P•••• M••••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent Sponsors1RIA 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.
Checking your plan…