DFX Intelligence
Signals
Dated events with a sourceHow events are datedEvery event names how it is dated: a filing date, a registration date or a roster snapshot.Facts are what a form says; derived events compare two filings; inferences (a control person absent from the next Schedule A) are labelled as such. None of these is a prediction.
102,374 events
- filing31 Mar 2026Private fund assets change260 eventsPrivate fund assets change: 260 on 31 Mar 2026up $2.2B to down $2.4B
- Siris Capital Group, LLC private fund gross assets $7.3B to $4.8B (13 to 10 funds) (2024-09-19 to 2026-03-31)down $2.4B
- Eir Partners Capital, LP private fund gross assets $319.1M to $2.7B (5 to 14 funds) (2024-04-29 to 2026-03-31)$2.4B
- Court Square Capital private fund gross assets $7.7B to $10.1B (25 to 35 funds) (2024-07-02 to 2026-03-31)$2.4B
- filing9 Sep 2026Private fund first reported195 eventsPrivate fund first reported: 195 on 9 Sep 2026$104M to $108M
- Insight Venture Partners X (Cf III Holding Aip), L.P. first reported on Schedule D 7.B.(1), gross assets $108.1M$108M
- Ajrx LLC first reported on Schedule D 7.B.(1), gross assets $104.4M$104M
- Shiprock Capital Opportunities Fund LP first reported on Schedule D 7.B.(1), gross assets $104.2M$104M
- filing28 Aug 2026Private fund first reported300 eventsPrivate fund first reported: 300 on 28 Aug 2026$296M to $307M
- Golub Capital Direct Lending Fund, L.P., Series Su-A first reported on Schedule D 7.B.(1), gross assets $307.4M$307M
- Pimco Arculus Onshore Feeder Fund, L.P. first reported on Schedule D 7.B.(1), gross assets $305.9M$306M
- Cross Ocean Usss Master Fund III (A) LP first reported on Schedule D 7.B.(1), gross assets $305.0M$305M
- filing26 Aug 2026Private fund first reported546 eventsPrivate fund first reported: 546 on 26 Aug 2026$354M to $376M
- Nea RP Spv, L.P. first reported on Schedule D 7.B.(1), gross assets $376.0M$376M
- Ares Pbn Finance CO V LLC first reported on Schedule D 7.B.(1), gross assets $360.0M$360M
- Cerberus Proper Partners, L.P. first reported on Schedule D 7.B.(1), gross assets $353.5M$354M
- filing12 Aug 2026Private fund first reported287 eventsPrivate fund first reported: 287 on 12 Aug 2026$2.5B to $3.4B
- Iconiq Strategic Partners Vii Co-Invest, L.P. (Series A) first reported on Schedule D 7.B.(1), gross assets $3.4B$3.4B
- GA Continuity Fund II, L.P. first reported on Schedule D 7.B.(1), gross assets $3.0B$3.0B
- Chestnut Asset Administration LP first reported on Schedule D 7.B.(1), gross assets $2.5B$2.5B
- filing15 Sep 2026Private fund first reported68 eventsPrivate fund first reported: 68 on 15 Sep 2026$62.5M to $62.7M
- Netley Capital Tertiary Fund 1 (Us) L.P. first reported on Schedule D 7.B.(1), gross assets $62.7M$62.7M
- Cape Capital Annapolis LLC first reported on Schedule D 7.B.(1), gross assets $62.5M$62.5M
- filing10 Sep 2026Private fund first reported111 eventsPrivate fund first reported: 111 on 10 Sep 2026$100M
- Dockside Dir HF Feeder LP first reported on Schedule D 7.B.(1), gross assets $100.1M$100M
- filing27 Aug 2026Private fund first reported487 eventsPrivate fund first reported: 487 on 27 Aug 2026$328M to $340M
- Aqr Flex 1 Series LLC - Series K8 first reported on Schedule D 7.B.(1), gross assets $339.5M$340M
- Pretium Homebuilder Finance Fund, LP first reported on Schedule D 7.B.(1), gross assets $332.1M$332M
- Aqr TA Delphi Long Short Equity Fund II, LLC first reported on Schedule D 7.B.(1), gross assets $327.5M$328M
- filing21 Aug 2026Private fund first reported356 eventsPrivate fund first reported: 356 on 21 Aug 2026$500M to $516M
- Tactical Trading Managers (Managed Futures) Inst LTD first reported on Schedule D 7.B.(1), gross assets $516.1M$516M
- West Street Asia Real Estate Partners (G) II Feeder LP first reported on Schedule D 7.B.(1), gross assets $509.1M$509M
- West Street Kfa Partners, LLC first reported on Schedule D 7.B.(1), gross assets $500.1M$500M
- filing4 Aug 2026Succession (Item 4)
Evidence
- After
- Acquired firm: MARSTONE LLC; Acquired firm CRD: 164810
- Confidence
- 100%
- filing4 Aug 2026Succession (Item 4)Greycourt & Co., Inc. reported succeeding to the business of Greycourt & Co., Inc. (Form ADV Item 4)
Evidence
- After
- Acquired firm: GREYCOURT & CO., INC.; Acquired firm CRD: 111936
- Confidence
- 100%
- Show all 8filing12 May 2026Private fund assets change8 eventsPrivate fund assets change: 8 on 12 May 2026$2.4B
- filing31 Aug 2026Private fund first reported367 eventsPrivate fund first reported: 367 on 31 Aug 2026$228M to $234M
- Ares Strategic Income Fund Icapital Offshore Access Fund Spc first reported on Schedule D 7.B.(1), gross assets $233.9M$234M
- Alphakeys Thoma Bravo Xvi, L.P. first reported on Schedule D 7.B.(1), gross assets $227.6M$228M
- filing18 Aug 2026Private fund first reported105 eventsPrivate fund first reported: 105 on 18 Aug 2026$649M to $706M
- Bridgewater Resilient Equities Trading Company, LP first reported on Schedule D 7.B.(1), gross assets $705.6M$706M
- Entrustpermal Special Opportunities Fund IV LTD. first reported on Schedule D 7.B.(1), gross assets $705.8M$706M
- Orbimed Asia Partners VI, LP first reported on Schedule D 7.B.(1), gross assets $684.8M$685M
- filing14 Aug 2026Private fund first reported66 eventsPrivate fund first reported: 66 on 14 Aug 2026$1.3B to $1.5B
- Emg Ascent Continuation Fund, LP first reported on Schedule D 7.B.(1), gross assets $1.5B$1.5B
- Emg Iron Ore HC LLC first reported on Schedule D 7.B.(1), gross assets $1.3B$1.3B
- registration29 Jun 2026Team lift-outderived
Evidence
- Before
- Firm CRD: 6363; Firm name: Ameriprise Financial Services, LLC; Registered headcount: 12,665
- After
- Members: 13; Firm CRD: 342692; Firm name: Stackstone Wealth, LLC; Last left at: 2026-07-07; Share of firm: 0
- Confidence
- 85%
13 advisors - filing17 Sep 2026Private fund first reported63 eventsPrivate fund first reported: 63 on 17 Sep 2026$51.0M
- Ohio Anduril Venture, LLC first reported on Schedule D 7.B.(1), gross assets $51.0M$51.0M
- filing16 Sep 2026Private fund first reported134 eventsPrivate fund first reported: 134 on 16 Sep 2026$55.0M to $56.6M
- Psc Tga 2025 LLC first reported on Schedule D 7.B.(1), gross assets $56.6M$56.6M
- Stalwart Ventures Fund I, LP first reported on Schedule D 7.B.(1), gross assets $55.0M$55.0M
- filing24 Aug 2026Private fund first reported265 eventsPrivate fund first reported: 265 on 24 Aug 2026$403M to $417M
- Bdt & Msd Senior Lending Partners, L.P. first reported on Schedule D 7.B.(1), gross assets $416.7M$417M
- Affinius Tactical Partners Iv-B LP first reported on Schedule D 7.B.(1), gross assets $409.8M$410M
- Tpg Apex Securitized Credit Fund, L.P. first reported on Schedule D 7.B.(1), gross assets $403.4M$403M
- Show all 5filing3 Jun 2026Private fund assets change5 eventsPrivate fund assets change: 5 on 3 Jun 2026$2.4B
- filing29 Jun 2026RAUM changederived
Evidence
- Before
- Filed at: 2025-06-30; RAUM total: 5,856,529,117
- After
- RAUM total: 12,197,552,237
- Confidence
- 100%
$6.3B - filing30 Mar 2026Private fund assets change147 eventsPrivate fund assets change: 147 on 30 Mar 2026down $2.3B to up $2.4B
- Carval Clo Management LLC private fund gross assets $4.9B to $7.3B (11 to 17 funds) (2024-09-03 to 2026-03-30)$2.4B
- Falcon Investment Advisors, LLC private fund gross assets $4.6B to $2.3B (8 to 8 funds) (2024-07-12 to 2026-03-30)down $2.3B
- filing17 Aug 2026Private fund first reported149 eventsPrivate fund first reported: 149 on 17 Aug 2026$763M to $767M
- Disruptive Technology Solutions L, LLC first reported on Schedule D 7.B.(1), gross assets $767.3M$767M
- Disruptive Technology Solutions LI, LLC first reported on Schedule D 7.B.(1), gross assets $762.6M$763M
- filing21 Sep 2026Private fund first reported208 eventsPrivate fund first reported: 208 on 21 Sep 2026$35.2M
- CIBC Asia Pacific Index Fund first reported on Schedule D 7.B.(1), gross assets $35.2M$35.2M
- registration28 Aug 2026Firm absorbed (people side)derived
Evidence
- Before
- Firm CRD: 126928; Firm name: Seascape Capital Management,Llc; Registered headcount: 4
- After
- Members: 4; Firm CRD: 106223; Firm name: F L Putnam Investment Management CO.; Last left at: 2026-08-28; Share of firm: 1
- Confidence
- 75%
4 advisors - filing4 Aug 2026Private fund assets change
Evidence
- Before
- Source: extract; Filed at: 2024-08-16
- After
- GAV: 2,464,681,528; Funds: 91; Change: private fund assets change; Filing id: pdf:323154:2026-08-04; Prior GAV: 119,475,788; Prior funds: 33
- Confidence
- 100%
$2.3B - Show all 15filing1 May 2026Private fund assets change15 eventsPrivate fund assets change: 15 on 1 May 2026$2.3B
- registration24 Jul 2026Team lift-out2 eventsTeam lift-out, 2 events, on 24 Jul 20265 advisors
- 5 advisors left J.P. Morgan Securities LLC (Oakland, CA) for Morgan Stanley within 14 days5 advisors
- Show all 9filing21 May 2026Private fund assets change9 eventsPrivate fund assets change: 9 on 21 May 2026$2.3B
- filing4 Sep 2026Private fund first reported132 eventsPrivate fund first reported: 132 on 4 Sep 2026$157M
- Attentus Cdo III, LTD first reported on Schedule D 7.B.(1), gross assets $157.4M$157M
Most important first: the last 180 days, ranked by size, recency, kind of change and evidence, with one change reported several ways folded into one line.