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.
T•••• P•••• L••
Hybrid managerClassification probableMiddle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $29B
- PE fund assets
- $1.7B
- PE funds
- 7
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 29 Jul 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- +4funds on Form ADV
Private equity funds on its Form ADV went from 3 to 7 (+4).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 2 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 7 of 47 distinct vehicles; hedge, securitized or liquidity vehicles 40
- Size band
- Middle marketdefined by: proxy: $1.71bn Private Equity Fund GAV on the Form ADV filed 2026-05-01
Classification history (2)
- Sep 23, 2026Hybrid manager (probable, 65%)Private Equity Funds are 7 of 47 distinct vehicles; hedge, securitized or liquidity vehicles 40
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 3 of 22 distinct vehicles; hedge, securitized or liquidity vehicles 19
Regulatory footprint (Form ADV)RAUM $29B · 7 PE funds · filed May 1, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 30, 2012 to May 1, 2026
- RAUM
- $29Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $1.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $25Bevery private fund type, latest filing
- 2024 PE fund GAV
- $783Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 15%
- Fund type mix
- Hedge fund: 10 funds, $16B reported gross assets, 23 ever reported
- Securitized asset fund: 17 funds, $6.7B reported gross assets
- Private equity fund: 7 funds, $1.7B reported gross assets
- Employees
- 94
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Global
- 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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
4 families, 4 vehicles on record, 3 more on the reporting tape
T•••• P•••• I•••••••• S•••••••• F••• I• L•• · 1 vehicle · vintage 2025$108M
- T•••• P•••• I•••••••• S•••••••• F••• I• L•• buyout or unlabelled · 2025$108M
T•••• P•••• V•••••• F••• I• L• · 1 vehicle · vintage 2022$301M
- T•••• P•••• V•••••• F••• I• L• buyout or unlabelled · 2022$301M
T•••• P•••• V•••••• I•••••••• E••••• I• L• · 1 vehicle · vintage 2021$201M
- T•••• P•••• V•••••• I•••••••• E••••• I• L• buyout or unlabelled · 2021$201M
T•••• P•••• V•••••• F••• I• L• · 1 vehicle · vintage 2021$173M
- T•••• P•••• V•••••• F••• I• L• buyout or unlabelled · 2021$173M
View all 4 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• P•••• I•••••••• S•••••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $108M as of May 1, 2026 | $280M | Unknown | |
| T•••• P•••• V•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $301M as of May 1, 2026 | $163M | Unknown | |
| T•••• P•••• V•••••• I•••••••• E••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $201M as of May 1, 2026 | $0 | Mature | |
| T•••• P•••• V•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $173M as of May 1, 2026 | $0 | Mature |
Gross assets by year from the annual reporting tape3 more funds, not yet on the fund tableShowHide
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 |
|---|---|---|---|---|---|
| A•••••• O••••••••• F••• I•• L••• | Private Equity Fund | 2026 to 2026 | $782M filed May 1, 2026 | reports.adviserinfo.sec.gov | |
| A• B•••• G•••• C•• E••••• M••••• F••• L• | Private Equity Fund | 2026 to 2026 | $100M filed May 1, 2026 | reports.adviserinfo.sec.gov | |
| A•••••• O••••••••• F••• I••••• L••• | Private Equity Fund | 2026 to 2026 | $48.2M filed May 1, 2026 | reports.adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
5 current, 3 former
- Chief Executive Officer And Chief Investment Officer · since Jun 1, 1995
- Partner · since Feb 1, 2009
- Chief Compliance Officer · since Feb 1, 2024
- Chief Operating Officer, Chief Legal Officer And Partner · since Jun 1, 2009
- Chief Financial Officer · since Mar 1, 2008
Full team · 5 peoplegrouped by role, with sources
Managing partner (1)
- D••••• S••• L••• · Chief Executive Officer And Chief Investment Officer · since Jun 1, 1995 Form ADV
Partner (1)
- I•• G••••••• W•••••• · Partner · since Feb 1, 2009 Form ADV
Platform (3)
- J••• T•••••• · Chief Compliance Officer · since Feb 1, 2024 Form ADV
- J••••• L••••••• T•••••• · Chief Operating Officer, Chief Legal Officer And Partner · since Jun 1, 2009 Form ADV
- R•••••• M•••• H••• · Chief Financial Officer · since Mar 1, 2008 Form ADV
3 former (kept with end dates)
- M•••• Z•••• I•••• · Partner And Co-Chief Investment Officer · Apr 1, 2011 to Jun 18, 2020 Inference
- J•••• P•••• G•••••••• · Chief Administrative Officer · Jun 1, 2009 to Mar 31, 2021 Inference
- W•••••• S••• · Chief Compliance Officer · Apr 1, 2008 to Feb 14, 2024 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- R•••••• J•••• • A••••••••• I••• 3 shared · strong · last Jan 1, 2023
- F••••••• S••••••••• S• 1 shared · one time · last Jan 1, 2023
- S••••• G••••• A••••••• J•••• C••• L•• 1 shared · one time · last Jan 1, 2021
- B•••• L•• 1 shared · one time · last May 13, 2022
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
2 most recent
Across the graphs
T•••• P•••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.