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 / S•••• C•••••• L••
S•••• C•••••• L••
Fund of funds · probableLower middle marketSan Francisco, CAs•••••••••.comSEC registered investment adviser
Purpose Powers Performance S•••• Capital is a trusted partner for investors seeking unbiased and tailored investment solutions to address the world’s most pressing challengeshttps://s•••••••••.com/wp-content/uploads/2025/09/hero-optimizado.mp4Who We AreYour Values, Fully Invested.At S•••• Capital, we help clients turn intentions into action by building investment portfolios that reflect their values. As an Outsourced Chief Investment Officer (OCIO) and Investment →
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.13bn Private Equity Fund GAV on the Form ADV filed 2024-05-21
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 23, 2011 to May 21, 2024
- RAUM
- $793Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $134Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $256Mevery private fund type, latest filing
- 2024 PE fund GAV
- $134Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 42%
- Fund type mix
- filed 2024-05-21, latest gav Hedge Fund $45.8M, Other Private Fund $76.4M, Private Equity Fund $134M, latest counts Hedge Fund 2, Other Private Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 2, Other Private Fund 5, Private Equity Fund 5
- Employees
- 19
- Headquarters
- San Francisco, CA
- Office address
- 101 MONTGOMERY STREET, SUITE 2150, San Francisco, CA, 94104
- Business phone
- 415-534-4444
Stated criteria beside observed behaviour
12 observed deals
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
- We invest on behalf of clients around the world, using our experience to source opportunities across markets, sectors, and asset classes, enabling us to build differentiated portfolios shaped by global intelligence and sharpened by local insight.
Observed from deals on record
- roles
- unknown 12
- period
- to unknown, from unknown, undated holdings 12, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 12
- companies
- 12
- geography
- investments
- 12
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
12 companies on the graph (0 transactions); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••• I••••• F•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2022 first reported on Form ADV | $70.7M as of May 21, 2024 | no Form D | Early deployment | |
| S•••• P•••••• M••••• T••••• G••••• M••••••••• M••••• F••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $17.3M as of Apr 14, 2016 | no Form D | Wound down | |
| S•••• I••••••••• M••••••••• P•••••• A••••• P••••••• L••• S•••• G••••• S••••••••• R••• A••••• ••••••••• F••••• F••• ADV: P•••••• Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $47.5M as of May 21, 2024 | no Form D | Harvest | |
| S•••• P•••••• M••••• T••••• G••••• S••••••••• R••• A••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $44.7M as of Apr 14, 2016 | no Form D | Wound down | |
| S•••• I••••••••• M••••••••• P•••••• A••••• P••••••• P•• • S•••• G••••• S••••••••• R••• A••••• •••••• F••••• F••• ADV: P•••••• Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $15.5M as of May 21, 2024 | no Form D | Unknown |
Team
5 current, 11 former
Managing partner (3)
- R••• N•• P•••••• · Founder · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• J•• G•••••••• · Chief Executive Officer & Chief Compliance Officer · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• D••••••• · Chairman · since Aug 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- J••• E• M•••• · Sole Member · since Nov 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D••• L••••• G•••••• · Chief Financial Officer · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
11 former (kept with end dates)
- C•••••• L• H••• · Trustee · Jun 1, 2007 to Nov 20, 2013 Inference
- N••••••• K••••••••• · Trustee · Jun 1, 2007 to Nov 20, 2013 Inference
- J•••• W••• S•• · Managing Director · Feb 1, 2012 to Mar 31, 2014 Inference
- N••••••• K••••••••• · Chief Investment Officer · Mar 1, 2017 to May 20, 2021 Inference
- N••••••• K••••••••• · Head Of Investments/Managing Director · Apr 1, 2012 to May 22, 2015 Inference
- A••• N•• S•••••• · Cco, Managing Director And General Counsel · Oct 1, 2011 to Sep 17, 2012 Inference
- D•••••• N• T••• · Chief Compliance Officer · Mar 1, 2016 to Jul 27, 2017 Inference
- E•••• K• S•••• · Chief Compliance Officer · May 1, 2014 to Mar 22, 2016 Inference
- D••••• R• H••••••••• · Director · Jan 1, 2015 to Mar 30, 2018 Inference
- D••• H••• · Senior R••• Assets Strategist/Manaing Director · Sep 1, 2013 to May 22, 2015 Inference
- J•••• W••• S•• · Director · Jan 1, 2015 to Mar 22, 2016 Inference
Portfolio
12 relationships, 0 platforms, 0 add-ons
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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
1 most recent
- Nov 23, 2011S•••• C•••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
S•••• 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.
Checking your plan…