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 / B•••• C•••••• M••••••••• C••••••• L•• / A••••• M•••• P•••••
A••••• M•••• P•••••
13 current roles2 former roles0 attributed deals (0 confirmed)0 current board seats
Roles
13 current, 2 former
- B•••• C•••••• M••••••••• C••••••• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 07/2022, ownership NA, control person Y”Jul 1, 2022 to present
- B•••• C•••••• G••••• F••• M••••••••• I• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 07/2020, ownership NA, control person Y”Jul 1, 2020 to present
- B•••• V•••••• P••••••• M••••••••• C•••••• V• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 05/2018, ownership NA, control person Y”May 1, 2018 to present
- B•••• C•••••• G••••• F••• M••••••••• I• L• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 01/2016, ownership NA, control person Y”Jan 1, 2016 to present
- B•••• C•••••• P••••••• A••• M••••••••• I• L•••••• P••••••••• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• C•••••• P••••••• M••••••••• C•••••• V• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• V•••••• P••••••• M••••••••• C•••••• I•• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• C•••••• P••••••• M••••••••• C•••••• I••• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• V•••••• P••••••• M••••••••• C•••••• I• L••••• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• A••• P••••••• M••••••••• C•••••• I• L••••• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• C•••••• P••••••• M••••••••• C•••••• I•• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- B•••• V•••••• P••••••• M••••••••• C•••••• I••• L•• · Chief Compliance Officer“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER, since 03/2014, ownership NA, control person Y”Mar 1, 2014 to present
- M•• I••••••••• M••••••••• C•••• · Chief Compliance Officer & Vice President (01/2007) & Assistant Secretary (2010)“Schedule A: PALMER, ANGELA, MARIE, CHIEF COMPLIANCE OFFICER & VICE PRESIDENT (01/2007) & ASSISTANT SECRETARY (2010), since 06/2006, ownership NA, control person N”Jun 1, 2006 to present
- C•• M••••• L•• · Chief Compliance Officer (former)“On Schedule A as CHIEF COMPLIANCE OFFICER before, absent from the filing of 2014-02-25”Jan 1, 2013 to Feb 25, 2014
- B•• A•••• M••••••••• C•••• · Chief Compliance Officer (former)“On Schedule A as CHIEF COMPLIANCE OFFICER before, absent from the filing of 2014-03-25”Jun 1, 2012 to Mar 25, 2014
Transactions naming this person
0
No transaction naming this person has been collected yet.
Portfolio investments attributed to this person
0
No portfolio investment is attributed to this person yet.
Board seats
0
No board seat collected for this person yet.
Events
12
- Mar 25, 2014A••••• M•••• P••••• (Chief Compliance Officer) no longer on Schedule A of B•• A•••• M••••••••• C••••
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• V•••••• P••••••• M••••••••• C•••••• I•• L•• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• C•••••• P••••••• M••••••••• C•••••• V• L•• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• C•••••• P••••••• A••• M••••••••• I• L•••••• P••••••••• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• V•••••• P••••••• M••••••••• C•••••• I••• L•• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• C•••••• P••••••• M••••••••• C•••••• I•• L•• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• A••• P••••••• M••••••••• C•••••• I• L••••• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• V•••••• P••••••• M••••••••• C•••••• I• L••••• as Chief Compliance Officer
- Mar 1, 2014A••••• M•••• P••••• joined Schedule A of B•••• C•••••• P••••••• M••••••••• C•••••• I••• L•• as Chief Compliance Officer
- Feb 25, 2014A••••• M•••• P••••• (Chief Compliance Officer) no longer on Schedule A of BMO Family Office, LLC
- Jan 1, 2013A••••• M•••• P••••• joined Schedule A of BMO Family Office, LLC as Chief Compliance Officer
- Jun 1, 2012A••••• M•••• P••••• joined Schedule A of B•• A•••• M••••••••• C•••• as Chief Compliance Officer