DFX Intelligence

I•• G•••• I••••••••• M••••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmbuyoutLower middle market

I•• G•••• I••••••••• M••••••• L••

Private Equity

D•••••, TX

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Search this name across graphs

Data as of Sep 23, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 23, 2026, 7:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 108
Dated events: 27
On other graphs: 2
Observed: Sep 13, 2026 to Sep 23, 2026
46 observations

Right now

2 signals name this record (all private equity signals)

#1NewSignalCredit deterioration

••• Locked

State NEW at the 2026-06-30 quarter end, readable when the filing landed on 2026-08-07.

Exposure: $39.0M knownfunded debt at cost held by BDC lenders
Who this matters to: Private credit lenders, PE sponsors +3
Historical: 5.36x non accrual, 142d median

B• P••••••• L•••••• C••• · lender F••••••• B•• C•••••• C••• · lender A••• C•••••• C••• · lender B•• I••••••••• C••• · lender

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

I•• G•••• I••••••••• M••••••• L••

Capital provider to sponsors · key_crd, key_sfn_adviser, shared_crd

RIA / Wealth Managementidentity

I•• G•••• I••••••••• M••••••• L••

Registered adviser · key_crd, key_sfn_adviser, shared_crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 7
PE funds: 4
V••••••s: 2020 to 2024
PE GAV, 2024 filing: $166M••• Locked
Regulatory AUM: $216M
Investments: 81
Active investments: 1
Size band: LOWER MIDDLE MARKETderived••• Locked
Stated sectors: real_estate

Funds

Fund	V••••••	Lifecycle	ADV type	Form D sold	GAV	LPs
I•• F••• I•• • S••• L•	2024	Early deployment	Private Equity Fund	$0	$20.0M	0
I•• U••• L•••• M•• M••••• F•••• L•	2020	Mature	Private Equity Fund	$9.0M	$23.5M	0

Investments

Company	State	Role	Control	Invested	Exited	Status
M••••• P••••••••• G••••	n/a	unknown	unknown	n/a	n/a	exited
C••••••••• P•••••••	n/a	unknown	unknown	n/a	n/a	exited

Relationships

showing 80 of 108

Principal of (6)

→ I•• G•••• F••• I••• L•••FundDirector
Sep 15, 2020 to presentinferenceForm D
→ I•• U••• L•••• M•• M••••• F•••• L•FundPromoter
Oct 9, 2020 to presentinferenceForm D
→ I•• F••• I•• • S••• L•FundDirector
Dec 6, 2022 to presentinferenceForm D
→ I•• U••• L•••• M•• M••••• F••• I•• L•

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Order

Occurred
23 Sep 2026
Fund Form D filed
••• Locked
Form D
Occurred
8 Aug 2025
Fund Form D filed
••• Locked
Form D
Occurred
21 Apr 2025
Fund Form D filed2 events
I•• G•••• I••••••••• M••••••• L••: fund Form D filed, 2 counterparties, on 21 Apr 2025
- ••• Locked
- ••• Locked
Occurred
1 Nov 2024
Person joined
••• Locked
Form ADV
Occurred
18 Sep 2024
Person left
••• Locked
Form ADV

Provenance

Graph: Private Equity
Canonical id
First observed: Sep 13, 2026
Last observed: Sep 23, 2026 7 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

All 30 rows

Company	State	Role	Control	Invested	Exited	Status
T••••••••	n/a	unknown	unknown	n/a	n/a	exited
H••••••	n/a	unknown	unknown	n/a	n/a	exited
T••••••	n/a	unknown	unknown	n/a	n/a	exited
S••••••••• H•••••	n/a	unknown	unknown	n/a	n/a	exited
C•••••• S••••••••	n/a	unknown	unknown	n/a	n/a	exited
F•••••• F••• P•••••••• L••	n/a	unknown	unknown	n/a	n/a	exited
C•••••• F••••• L••	n/a	unknown	unknown	n/a	n/a	exited
M•••••• K•••••••• G••••	n/a	unknown	unknown	n/a	n/a	exited
U•••••• B•••••	n/a	unknown	unknown	n/a	n/a	exited
S••••••••	n/a	unknown	unknown	n/a	n/a	exited
K••••• C•••••• I•••	n/a	unknown	unknown	n/a	n/a	exited
G••• 2• G•••	n/a	unknown	unknown	n/a	n/a	exited
W•••••	n/a	unknown	unknown	n/a	n/a	exited
F•••• F•••	n/a	unknown	unknown	n/a	n/a	exited
A•••••	n/a	unknown	unknown	n/a	n/a	exited
A••••••• S••••	n/a	unknown	unknown	n/a	n/a	exited
C•••••	n/a	unknown	unknown	n/a	n/a	exited
V••••• B•••••	n/a	unknown	unknown	n/a	n/a	exited
M••••••• S•••••• C•••••••••	n/a	unknown	unknown	n/a	n/a	exited
G••••••	n/a	unknown	unknown	n/a	n/a	exited