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••••••• C•••••• M••••••••• L••
C••••••• C•••••• M••••••••• L••
C••••••• seeks to invest behind the operators, founders, and owners of leading mid-sized human capital and technology-enabled business services companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.96bn Private Equity Fund GAV on the Form ADV filed 2024-06-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private 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
- Mar 22, 2023 to Jun 27, 2024
- RAUM
- $962Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $960Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $960Mevery private fund type, latest filing
- 2024 PE fund GAV
- $960Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-27, latest gav Private Equity Fund $960M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- 15
- Headquarters
- New York, NY
- Office address
- 605 THIRD AVENUE, 36TH FLOOR, New York, NY, 10158
- Business phone
- (646) 222-5910
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- technology, industrials, manufacturing, consumer, transportation logistics, environmental services, business services
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $5.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,majority,minority
- Thesis
- C••••••• seeks to invest behind the operators, founders, and owners of leading mid-sized human capital and technology-enabled business services companies.
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••••••• C•••••• F••• I• F•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $37.4M as of Jun 27, 2024 | no Form D | Unknown | |
| C••••••• E••• C•••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $22.1M as of Jun 27, 2024 | no Form D | Unknown | |
| C••••••• C•••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $78.3M as of Jun 27, 2024 | no Form D | Early deployment | |
| C•••••• P•••••• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $40.1M as of Jun 27, 2024 | no Form D | Early deployment | |
| C••••••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $782M as of Jun 27, 2024 | no Form D | Early deployment |
Team
2 current, 2 former
Partner (1)
- S•••••••• M•••• G••••• · Sole Member · 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)
Platform (1)
- C•••••••• a• D••• · Managing Director, Chief Financial Officer & Chief Compliance Officer · since May 1, 2024 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)
- H•••• S••••••• · Partner · Jan 1, 2023 to May 15, 2023 Inference
- B•••••• E• C••••••• · Chief Operating Officer & Chief Compliance Officer · Feb 1, 2023 to Jun 27, 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)
- P•• P••••••• L• 2 shared · recurring · last Jan 1, 2023
LP commitments
3 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C••••••• C•••••• F••• I• L• $150M calpers.ca.gov
- C••••••••• P••••• E••••••••• R••••••••• S••••• in C•••••• P•••••• P•••••••• L••• $344M calpers.ca.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in C••••••• C•••••• F••• I• L• $50.5M osc.ny.gov
Events
2 most recent
- Mar 30, 2026C••••••• C•••••• M••••••••• L••: Private Equity Funds on Form ADV 5 (2024 extract) -> 10 (roster 2026-09-01)
- Mar 22, 2023C••••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
C••••••• C•••••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent 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.
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