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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / G••••••• P•••• C•••••• L••
G••••••• P•••• C•••••• L••
WHO WE ARE Experienced Our investment professionals have decades of experience as executives at some of the world’s leading financial services, investment, and
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 46 of 46 distinct vehicles are sworn Private Equity Funds; 42 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $4.74bn Private Equity Fund GAV on the Form ADV filed 2024-06-25
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 46 of 46 distinct vehicles are sworn Private Equity Funds; 42 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 7, 2017 to Jun 25, 2024
- RAUM
- $5.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 43
- PE fund GAV, latest filing
- $4.7Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.7Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-25, latest gav Private Equity Fund $4.7B, latest counts Private Equity Fund 43, lifetime distinct Private Equity Fund 46
- Employees
- 24
- Headquarters
- Greenwich, CT
- Office address
- 660 STEAMBOAT ROAD, Greenwich, CT, 06830
- Business phone
- 203-742-0200
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- financial services, technology, real estate
- Geography
- Asia
- 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
- majority
- Thesis
- We believe in starting with a flexible framework and then matching the right capital structure with the right managerial competencies and needs as we seek to maximize the value of our investments for our investors and optimize the impact of our capital to our partner companies.
Observed from deals on record
- roles
- unknown 18, platform 1
- period
- to 2018-06-06, from 2018-06-06, undated holdings 18, dated observations 2
- window
- last 2018-06-06, first 2018-06-06
- control
- control 1, unknown 18
- companies
- 19
- geography
- investments
- 19
- seller kinds
- family 1
- transactions
- 1
- cadence by year
- 2018 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.211, value financial services, examples Hunt Land Bank, First Investors Financial Services Group, IDB bank, Forbright Bank, count 1, share 0.053, value business services, examples Acrisure
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 4, share 0.211, value financial services, examples Hunt Land Bank, First Investors Financial Services Group, IDB bank, Forbright Bank, count 1, share 0.053, value insurance agencies brokerage, examples Acrisure
19 companies on the graph (1 transactions); most in financial services (4); 1 platforms and 0 add-ons; observed 2018 to 2018
Funds
46 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••••••• P•••• C•••••• P••••••• •••••• P••••••• a• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $887M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••••• P•••• C•••••• P••••••• •••••• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $313M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $30.6M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $20.9M as of Jun 25, 2024 | no Form D | Unknown | |
| G•• I••••• P••••••• S•• C•••••••• •••••• B• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $135M as of Jun 25, 2024 | no Form D | Early deployment | |
| G•• I••••• P••••••• S•• C•••••••• •••••• a• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $135M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• •••• L• I•• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $66.7M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $19.9M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $18.2M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• ••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $14.5M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• I••••• ••••• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $13.7M as of Jun 25, 2024 | no Form D | Early deployment | |
| G•• P••••••• I• C•••••••• ••••••••• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $10.6M as of Jun 25, 2024 | no Form D | Unknown | |
| G•••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.4M as of Jun 25, 2024 | no Form D | Early deployment | |
| G•• P••••••• I••••••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $5.6M as of Jun 25, 2024 | no Form D | Early deployment | |
| G•• I••••• P••••••• C••••••••• ••••• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $5.5M as of Jun 25, 2024 | no Form D | Early deployment | |
| G•• P••••••• I• C•••••••• a• L• ADV: Private Equity Fund | Fund of funds | 2022 first reported on Form ADV | $161M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• ••••••• P••••••• a• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $107M as of Jun 25, 2024 | no Form D | Unknown | |
| G•• I••••• P••••••• S•• 2••• L• ADV: Private Equity Fund | Fund of funds | 2022 year in the fund name | $98.8M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $86.9M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $53.1M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• •••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $34.1M as of Jun 25, 2024 | no Form D | Early deployment | |
| G••••• ••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $24.8M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••••• P•••• C•••••• P••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $670M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••••• P•••• C•••••• P••••••• P••••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $272M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••••• P•••• C•••••• P••••••• P••••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2021 first reported on Form ADV | $264M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $117M as of Jun 25, 2024 | no Form D | Unknown | |
| G•• I••••• P••••••• S•• 2••• ADV: Private Equity Fund | Fund of funds | 2021 year in the fund name | $76.0M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• ••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $56.1M as of Jun 25, 2024 | no Form D | Active deployment | |
| G••••• ••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $21.4M as of Jun 25, 2024 | no Form D | Active deployment | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $17.8M as of Jun 25, 2024 | no Form D | Unknown | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $10.2M as of Jun 25, 2024 | no Form D | Unknown | |
| G•••••• ••••••• O••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Mar 30, 2023 | no Form D | Wound down | |
| G••••• ••••••• O••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Mar 30, 2023 | no Form D | Wound down | |
| G••••• ••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Mar 30, 2023 | no Form D | Wound down | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $49.0M as of Jun 25, 2024 | no Form D | Mature | |
| G••••• •••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $71.1M as of Jun 25, 2024 | no Form D | Active deployment | |
| G•• P••••••• C••••••••• •••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $8.3M as of Jun 25, 2024 | no Form D | Harvest | |
| G••••• ••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $6.1M as of Jun 25, 2024 | no Form D | Harvest | |
| G••••• •••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $5.4M as of Jun 25, 2024 | no Form D | Harvest | |
| G•• P••••••• C••••••••• ••••• 2• L•• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $4.2M as of Jun 25, 2024 | no Form D | Active deployment | |
| G•• P••••••• C••••••••• C••• •••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $3.2M as of Jun 25, 2024 | no Form D | Harvest | |
| G•• P••••••• C••••••••• •••••• P••••••• a• L• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $3.1M as of Jun 25, 2024 | no Form D | Harvest | |
| G••••• •••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $0 as of Jun 25, 2024 | no Form D | Harvest | |
| G••••••• P•••• C•••••• P••••••• P••••••••• L• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $469M as of Jun 25, 2024 | no Form D | Mature | |
| G••••••• P•••• C•••••• P••••••• L• ADV: Private Equity Fund | Buyout fund | 2018 first reported on Form ADV | $275M as of Jun 25, 2024 | no Form D | Mature | |
| G•••••• P••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $90.2M as of Jun 25, 2024 | no Form D | Unknown |
Team
29 current, 0 former
Managing partner (2)
- M••• B••••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• B••••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- D•••• M••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• W••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• T•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• A••••• S•••• · Limited Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• B•••••• B••••• · Limited Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••• G•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- A••••• Y•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• C•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- B•••••• C••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• E••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• T•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• Z•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- A•••• P•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• T•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• H•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (11)
- A•••••• D••••••••• · Counsel and Deputy Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• P••••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C•••• · Chief Operating Officer And Chief Financial Officer · since May 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• C•••• · Chief Operating Officer and Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C••••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• M• S••••••• · General Counsel and Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• M• S••••••• · General Counsel And Chief Compliance Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• T•••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L•••••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• K••••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• W••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- H••••• T•••••• · Office Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
19 relationships, 1 platforms, 0 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 23, 2026 | Exit to a strategic buyer | G••••••• P•••• C•••••• L•• | Target (confirmed) | wafra.com |
| Sep 1, 2021 | Exit to a strategic buyer | F•••• I•••••••• F•••••••• S••••••• G•••• | Seller (confirmed) | xn--g-1hnaaaaaaaa.com |
| Jun 6, 2018 | Exit to a strategic buyer | H••• C••••••••• I••• | Seller (confirmed) | xn--g-1hnaaaaaaaa.com |
| Jun 6, 2018 | Platform acquisition | H••• C••••••••• I••• | Sponsor (confirmed) | xn--g-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- A• I• A•• T••••••••• L••• 4 shared · strong · last Jan 1, 2024
- A••••••••• C••••••• I••• 2 shared · recurring · last Jan 1, 2022
Legal advisers (2)
- G•••••• P•••••• 1 shared · one time · last Jun 6, 2018
- W•••••• • G••••••• L•• 1 shared · one time · last Jun 6, 2018
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
17 most recent
- Jul 23, 2026G••••••• P•••• C•••••• L••: Private Equity Funds on Form ADV 43 (2024 extract) -> 44 (roster 2026-09-01)
- Feb 23, 2026Capital Constellation Forms Strategic Partnership with G••••••• P•••• CapitalTransaction announcedFactW•••• I•••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Feb 23, 2026Capital Constellation Forms Strategic Partnership with G••••••• P•••• Capital | W••••
- Jul 16, 2024Centerbridge Partners and G••••••• P•••• Have Successfully Executed Agreements for the Sale of up to 21.5% of Phoenix Holdings to Investment Firms Such as Affinity Partners, Delek Group and Other Leading International Institutional Investors
- Sep 1, 2021Stellantis to Acquire F•••• I•••••••• F•••••••• S••••••• G•••• as Key Step to Developing a Captive Financial Services Business in U.S. Market
- Sep 1, 2021Stellantis to Acquire F•••• I•••••••• F•••••••• S••••••• G•••• as Key Step to Developing a Captive Financial Services Business in U.S. Market
- Jul 6, 2021Mortgage Executive Magazine Names Fairway The Best Mortgage Company To Work For
- Jan 5, 2021FIFS Holdings Corp. Announces Merger With Affiliate Of G••••••• P•••• Capital
- Oct 16, 2020G••••••• P•••• Capital: Best Opportunistic Investment Strategy US 2020 (By: CFI.co Awarded October 2020)
- Oct 12, 2020FIFS Holdings Corp. And F•••• I•••••••• F•••••••• S••••••• G•••• Announces Closing Of Merger
- Nov 4, 2019Delek Group Completes the Sale of The Phoenix for NIS 1.57 Billion
- May 23, 2019Delek Group Announces the Signing of a Binding Agreement for Sale of Holdings in The Phoenix I•••••••• Company
- Nov 5, 2018Sirius Group Becomes Public Company Via Business Combination With Easterly Acquisition Corp
- Jun 6, 2018H••• Closes $200 Million Committed Equity Investment From G••••••• P•••• into its Financial Services and Asset Management Businesses
- Jun 6, 2018H••• Closes $200 Million Committed Equity Investment From G••••••• P•••• into its Financial Services and Asset Management Businesses
- Mar 9, 2018Centerbridge-Led Consortium Completes Canopius Acquisition
- Mar 7, 2017G••••••• P•••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
G••••••• P•••• C•••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA and Wealth1
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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