DFX Intelligence

S•••••••• E••••• P•••••••• L••: firm on the private equity graph | DFX Data Factory

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Private equityFirmbuyout · probableLower middle market

S•••••••• E••••• P•••••••• L••

Private Equity

Neptune Beach, FL

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphs

Data as of Sep 24, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 24, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 63
Dated events: 24
On other graphs: 4
Observed: Sep 13, 2026 to Sep 24, 2026
51 observations

Across DFX

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

Venture Capitalidentity

S•••••••• E••••• P•••••••• L••

Venture manager · same CRD, same SEC file number

Independent Sponsorsidentity

S•••••••• E••••• P•••••••• L••

Capital provider to sponsors · same CRD, same SEC file number

RIA / Wealth Managementidentity

S•••••••• E••••• P•••••••• L••

Registered adviser · same CRD, same SEC file number

Allocators

Facts

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

Funds: 7
PE funds: 3
Vintages: 2019 to 2025
PE GAV, 2024 filing: $815M••• Locked
Regulatory AUM: $815M
Investments: 26
Active investments: 12
Size band: LOWER MIDDLE MARKETderived••• Locked
Stated control: control

Funds

Fund	Vintage	L•••cycle	ADV type	Form D sold	GAV	LPs
S•••••••• M•••• I••••••••• L•	2025	Unknown	n/a	$92.3M	n/a	0
S•••••••• P•••• M•••• I••••••••• L•	2024	Unknown	n/a	$55.2M	n/a

Investments

Company	State	Role	Control	Invested	Exited	Status
M••••••••	n/a	unknown	unknown	n/a	n/a	active
U••••• R••••••••• a•• P•••••••••	n/a	unknown	unknown	n/a	n/a	active

Relationships

Invested in (26)

→ M••••••••Companyunknown
factDFX's own graph
→ U••••• R••••••••• a•• P•••••••••Companyunknown
factThe subject's own site
→ C••••• M••••• P•••••••Companyunknown
factThe subject's own site
→ W•••••• M••••••••Companyunknown
fact

Dated events

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

Order

Occurred
27 Mar 2025
Fund Form D filed
••• Locked
Form D
$92.3M
Occurred
8 Apr 2024
Fund Form D filed
••• Locked
Form D
$55.2M
Occurred
31 Jan 2024
Fund Form D filed
••• Locked
Form D
$8.2M
Occurred
11 Aug 2023
Fund Form D filed
••• Locked
Form D
$91.7M
Occurred
17 Apr 2023
Fund Form D filed
••• Locked
Form D
$10.2M

Provenance

Graph: Private Equity
Canonical id
First observed: Sep 13, 2026
Last observed: Sep 24, 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 26 rows

Company	State	Role	Control	Invested	Exited	Status
S•• P•••••••	n/a	unknown	unknown	n/a	n/a	active
E••••••••• B•••••	n/a	unknown	unknown	n/a	n/a	active
P••• A••••••	n/a	unknown	unknown	n/a	n/a	exited
M•• G•••••	n/a	unknown	unknown	n/a	n/a	exited
T••••••••	n/a	unknown	unknown	n/a	n/a	exited
G••••• C••••• S•••••••• I•••	n/a	unknown	unknown	n/a	n/a	exited
P••••••• S••••• a•• E••••••••	n/a	unknown	unknown	n/a	n/a	exited
T••• I•••	n/a	unknown	unknown	n/a	n/a	exited
F••• S••• F••• S••••••	n/a	unknown	unknown	n/a	n/a	exited
F••• a•• L••• S••••• A••••••	n/a	unknown	unknown	n/a	n/a	exited
C••••• M••••• P•••••••	n/a	unknown	unknown	n/a	n/a	exited
W•••••• M••••••••	n/a	unknown	unknown	n/a	n/a	exited
C••••••• G••••• M•••••	n/a	unknown	unknown	n/a	n/a	exited
L•••••••	n/a	unknown	unknown	n/a	n/a	exited
P•••••••• A••••••• G••••• I•••	n/a	unknown	unknown	n/a	n/a	exited
E••••••••• E••••••	n/a	unknown	unknown	n/a	n/a	exited

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

P•••• B•••••
Vice President · Revealable: 1 professional profile (firm website)
M••• H•••
Co-Founder and Managing Partner · Revealable: 1 professional profile (firm website)
P•••• B• F••••
Partner · Revealable: 1 professional profile (firm website)
I•• W•••• G••••••
Managing Director · Revealable: 1 professional profile (firm website)
Z••• M•••••••••
Managing Director · Revealable: 1 professional profile (firm website)
M•••••• B••••••
Managing Director of Business Development · Revealable: 1 professional profile (firm website)
T••••• W•••
Principal · Revealable: 1 professional profile (firm website)
M••• M••••••
Vice President · Revealable: 1 professional profile (firm website)
M•• M•••••••
Vice President · Revealable: 1 professional profile (firm website)
N•••••• R••••
Director of Business Intelligence · Revealable: 1 professional profile (firm website)
B•• K••••
Senior Associate · Revealable: 1 professional profile (firm website)
N••• G••••••
Associate · Revealable: 1 professional profile (firm website)
L•••••• G•••••••
Associate · Revealable: 1 professional profile (firm website)
K•••• T••••
Associate · Revealable: 1 professional profile (firm website)
A••• B•••••
Principal, Portfolio Operations · Revealable: 1 professional profile (firm website)
J•• W•••
Vice President, Portfolio Initiatives and Integration · Revealable: 1 professional profile (firm website)
A••• H•••••••
Associate, PSG · Revealable: 1 professional profile (firm website)
O••• B•••••
Associate, TAA · Revealable: 1 professional profile (firm website)
J•••• V•• B••••
Associate, TAA · Revealable: 1 professional profile (firm website)
D•• G••••••
Chief Financial Officer and Chief Compliance Officer · Revealable: 1 professional profile (firm website)
M••• F•••••
Finance Manager · Revealable: 1 professional profile (firm website)
M•••• O•••••
Business Development Assistant · Revealable: 1 professional profile (firm website)
C•••••••• M••••
Executive Assistant · Revealable: 1 professional profile (firm website)

Also named here, with no published line of their own (reach them through the firm): D••••• W• G•••••• (Chief Compliance Officer / Chief Financial Officer), M•••••• B•••• H••• (Managing Partner).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan