DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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.
SEC-registered adviser
P•• E••••• L•••••
Latest filing Mar 30, 2026
First filing on the tape Oct 16, 2020 · 14 filings
SEC status approved since Nov 16, 2020
RAUM
$30B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
276
154 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
56
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$30B as of Mar 30, 2026
Mar 31, 2021$7.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20210 then
Employees (5.A)276 as of Mar 30, 2026
Mar 31, 202194 then
Private funds56 as of Mar 30, 2026
Mar 31, 202113 then
RAUM +6.4% over the last fiscal year+17% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $539MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$30B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 56reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
42 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•• V• L••• | Private Equity Fund | $3.1B | 160 | Mar 31, 2022 |
| P•• V•• L••• | Private Equity Fund | $3.0B | 71 | Mar 31, 2022 |
| P•• E••••• I• L••• | Private Equity Fund | $2.9B | 102 | Mar 30, 2023 |
| P•• V• L••• | Private Equity Fund | $2.6B | 88 | Mar 28, 2024 |
| P••••••••• S•••••••• G••••• I• L••• | Private Equity Fund | $2.3B | 92 | Mar 27, 2020 |
| P••••••••• S•••••••• G••••• E••••• L••• | Private Equity Fund | $1.7B | 148 | Mar 27, 2020 |
| P•• V• •••• S•••••• | Private Equity Fund | $1.7B | 60 | Mar 28, 2024 |
| P••••••••• S•••••••• G••••• I••• L••• | Private Equity Fund | $1.4B | 49 | Mar 27, 2020 |
| P••••••••• S•••••••• G••••• I•• L••• | Private Equity Fund | $1.3B | 85 | Mar 30, 2018 |
| P•• E••••••• L••• | Private Equity Fund | $1.0B | 28 | Mar 31, 2022 |
| P•• E••••• L••• | Private Equity Fund | $774M | 73 | Mar 31, 2022 |
| P••••••••• S•••••••• G••••• E••••• •••• S•••••• | Private Equity Fund | $591M | 26 | Mar 27, 2020 |
| P••••••••• S•••••••• G••••• I• L••• | Private Equity Fund | $521M | 41 | Mar 31, 2017 |
| P•• E••••• •••• I• S•••••• | Private Equity Fund | $513M | 38 | Mar 30, 2023 |
| P••••••••• S•••••••• G••••• I•••• L••• | Private Equity Fund | $427M | 35 | Mar 30, 2018 |
| P••••••••• S•••••••• G••••• I••• L••• | Private Equity Fund | $396M | 25 | Mar 31, 2017 |
| G••••••• C•••••••• L••• | Private Equity Fund | $357M | 2 | Mar 31, 2022 |
| P•• C•••••••• C• L••• | Private Equity Fund | $206M | 2 | Mar 31, 2022 |
| P••••••••• S•••••••• G••••••• L••• | Private Equity Fund | $201M | 22 | Mar 31, 2015 |
| P•• E••••• W•••••••• I•• L••• | Private Equity Fund | $188M | 5 | Mar 31, 2022 |
| P••••• C••••••••• L••• | Private Equity Fund | $160M | 11 | Mar 27, 2020 |
| P•• E••••• W•••••••• I••• L••• | Private Equity Fund | $148M | 2 | Mar 31, 2022 |
| P•• E••••• W••••••••• L••• | Private Equity Fund | $124M | 2 | Mar 31, 2022 |
| P•• F••••••• C•••••••• L••• | Private Equity Fund | $105M | 6 | Mar 30, 2023 |
| P•• E••••• W•••••••• L••• | Private Equity Fund | $100M | 2 | Mar 31, 2022 |
| P•• V•••• C•••••••• I• L••• | Private Equity Fund | $73.6M | 2 | Mar 30, 2023 |
| P•• G••••••••• B••••• I• C•••••••• L••• | Private Equity Fund | $72.6M | 7 | Mar 31, 2022 |
| S••••••••• C•••••••• S••• | Private Equity Fund | $71.5M | 2 | Mar 31, 2022 |
| P••••• C•••••••• L••• | Private Equity Fund | $67.3M | 13 | Mar 27, 2020 |
| P•• E••••• •••••• I• S•••••• | Private Equity Fund | $67.1M | 5 | Mar 30, 2023 |
| P•• Y••••• C•••••••• L••• | Private Equity Fund | $64.8M | 6 | Mar 30, 2023 |
| P•• S••• C•••••••• L••• | Private Equity Fund | $62.0M | 4 | Mar 30, 2023 |
| P••••••••• S•••••••• G••••• L••• | Private Equity Fund | $60.7M | 23 | Mar 31, 2015 |
| P•• S••••••••• C••••••••• L••• | Private Equity Fund | $57.4M | 2 | Mar 31, 2022 |
| P•• H••• C•••••••• S•••••• | Private Equity Fund | $53.7M | 2 | Mar 28, 2024 |
| N•••••• C•••••••• S••• | Private Equity Fund | $52.6M | 2 | Mar 31, 2022 |
| P•• E••••• W•••••••• I• L••• | Private Equity Fund | $31.5M | 1 | Mar 31, 2022 |
| P•• E••••• C•••••••• J• L••• | Private Equity Fund | $31.1M | 43 | Mar 31, 2022 |
| P••••• C•••••••• I• L•• | Private Equity Fund | $30.9M | 4 | Mar 31, 2021 |
| P•• M••••• C•••••••• L••• | Private Equity Fund | $30.7M | 3 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- F•••• A••••• W•••••• · General Counsel & Chief Compliance Officer Of P•• E••••• L•••••controlsince 10/2020 · owns less than 5%
- H•••••••• M•••• E••••• · President And Chief Executive Officer Of P•• E••••• L•••••controlsince 09/2014 · owns less than 5%
- P•••••• M•••• G••••• · Managing Director And Chief Financial Officer, Secretary And Treasurer Of P•• E••••• L•••••controlsince 09/2014 · owns less than 5%
- W••••• P••••• O••••• · Chairman Of P•• E••••• L•••••controlsince 01/2016 · owns less than 5%
- H•••••••• M•••• E••••• · Sole Membercontrolsince 08/2014 · owns 75% or more of M•• P•• L•••••
- W••••• P••••• O••••• · Sole Membercontrolsince 12/2020 · owns 75% or more of P•• P•• L•••••
Entity owners
- P•• I••••••••• H••••••• L••••• · Sole Member Of P•• E••••• L•••••direct · owns 75% or more
- M•• P•• L••••• · Managing Memberindirect · owns 50% to 75% of P•• U••••••• H••••••• L•••••
- P•• P•• L••••• · Managing Memberindirect · owns 50% to 75% of P•• U••••••• H••••••• L•••••
- P•• U••••••• H••••••• L••••• · Sole Memberindirect · owns 75% or more of P•• I••••••••• H••••••• L•••••
Related persons
Schedule D 7.A
- G••••••• C•••••••• G• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• E••••• G• •••• S••••••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• E••••• G• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• G•• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• I• G•• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• I••• G•• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• I•• G• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••• I• G• L•••investment adviserbankpooled vehicle sponsorn
- P••••••••• S•••••••• G••••••• G•• L•••investment adviserbankpooled vehicle sponsorn
- P•• ••••••• E••••• U••investment advisery
- P•• C•••••••• C• G• L•••investment adviserbankpooled vehicle sponsorn
- P•• C•••••••• G• L•••investment adviserbankpooled vehicle sponsorn
- P•• E••••• G• L•••investment adviserbankpooled vehicle sponsorn
- P•• E••••• I••••• L•••investment advisery
- P•• E••••• L••investment advisery
- P•• E••••• C•••••••• G• •••• S••••••investment adviserbankpooled vehicle sponsorn
- P•• E••••• I• G• •••••• S••••••investment adviserbankpooled vehicle sponsorn
- P•• E••••• I• G• •••• S••••••investment adviserbankpooled vehicle sponsorn
- P•• E••••• I• G• L•••investment adviserbankpooled vehicle sponsorn
- P•• V• G• L•••investment adviserbankpooled vehicle sponsorn
- P•• V• G• •••• S••••••investment adviserbankpooled vehicle sponsorn
- P•• V• G• L•••investment adviserbankpooled vehicle sponsorn
- Z• S••••• P••••••• C••••••••• C••• L•••broker-dealery
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom49 employees
- Kansas City, MO10 employees
- Tel Aviv-Yafo, Israel4 employees
What changed
consecutive filings, newest first
- Accounts · 46 to 56Dec 18, 2025 to Mar 30, 2026
- Advisory employees · 149 to 154Dec 18, 2025 to Mar 30, 2026
- Pooled vehicle clients · 46 to 56Dec 18, 2025 to Mar 30, 2026
- Employees · 269 to 276Dec 18, 2025 to Mar 30, 2026
- Other offices · 3 to 4Dec 18, 2025 to Mar 30, 2026
- Private funds · 46 to 56Dec 18, 2025 to Mar 30, 2026
- Discretionary RAUM · $28B to $30BDec 18, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $28B to $30BDec 18, 2025 to Mar 30, 2026
- RAUM · $28B to $30BDec 18, 2025 to Mar 30, 2026
- Accounts · 42 to 46Jan 21, 2025 to Mar 28, 2025
- Advisory employees · 159 to 149Jan 21, 2025 to Mar 28, 2025
- Pooled vehicle clients · 42 to 46Jan 21, 2025 to Mar 28, 2025
- Financial planning clients · unset to Jan 21, 2025 to Mar 28, 2025
- Private funds · 42 to 46Jan 21, 2025 to Mar 28, 2025
- Discretionary RAUM · $27B to $28BJan 21, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $27B to $28BJan 21, 2025 to Mar 28, 2025
- RAUM · $27B to $28BJan 21, 2025 to Mar 28, 2025
- Accounts · 39 to 42Feb 5, 2024 to Mar 28, 2024
- Advisory employees · 140 to 159Feb 5, 2024 to Mar 28, 2024
- Pooled vehicle clients · 39 to 42Feb 5, 2024 to Mar 28, 2024
- Employees · 228 to 269Feb 5, 2024 to Mar 28, 2024
- Private funds · 39 to 42Feb 5, 2024 to Mar 28, 2024
- Discretionary RAUM · $22B to $27BFeb 5, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $22B to $27BFeb 5, 2024 to Mar 28, 2024
- RAUM · $22B to $27BFeb 5, 2024 to Mar 28, 2024
- Discretionary RAUM · $19B to $22BMar 30, 2023 to Jun 2, 2023
- Pooled vehicle RAUM · $19B to $22BMar 30, 2023 to Jun 2, 2023
- RAUM · $19B to $22BMar 30, 2023 to Jun 2, 2023
- Accounts · 32 to 39Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 113 to 140Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 32 to 39Mar 31, 2022 to Mar 30, 2023
- Employees · 164 to 228Mar 31, 2022 to Mar 30, 2023
- Private funds · 32 to 39Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $17B to $19BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $17B to $19BMar 31, 2022 to Mar 30, 2023
- RAUM · $17B to $19BMar 31, 2022 to Mar 30, 2023
- Related broker-dealer · false to trueMar 31, 2022 to Mar 30, 2023
- Accounts · 13 to 32Feb 17, 2022 to Mar 31, 2022
- Advisory employees · 66 to 113Feb 17, 2022 to Mar 31, 2022
- Business name · P••••••••• S•••••••• G••••• C•••••• P••••••• L••••• to P•• E••••• L•••••Feb 17, 2022 to Mar 31, 2022
Signals
3 dated events
- P•• E••••• L••••• reported RAUM $16.7B, up 134% from $7.1B (2022-02-17 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- P•• E••••• L••••• reported RAUM $7.1B, up 26% from $5.7B (2021-01-28 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- P••••••••• S•••••••• G••••• C•••••• P••••••• L••••• filed its initial SEC registration (Form ADV)Oct 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- P•• E••••• L••••• · Independent Sponsorsshared crd · capital_provider
- P•• E••••• L••••• · Private Equityshared crd · organization
- P•• E••••• L••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/PSGEQUITYreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.p••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-544-8800reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026