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 / A••••••• C•••••• I••••••••• M••••••••• I••
A••••••• C•••••• I••••••••• M••••••••• I••
Venture firm with private equity activity · probableunsizedKansas City, MOa•••••••••.comSEC registered investment adviser
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Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-1)R3: 2 sworn Venture Capital Funds against 1 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 16, 2011 to Aug 22, 2024
- RAUM
- $230Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $107Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 11%
- Fund type mix
- filed 2024-08-22, latest gav Venture Capital Fund $107M, latest counts Venture Capital Fund 2, lifetime distinct Other Private Fund 6, Private Equity Fund 1, Venture Capital Fund 2
- Employees
- 225
- Headquarters
- Kansas City, MO
- Office address
- 4500 MAIN STREET, Kansas City, MO, 64111-7709
- Business phone
- 816-531-5575
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control
- Thesis
- If we make our clients successful, then we, in turn, will be successful.
Observed from deals on record
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (0 transactions); no dated observations
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• C•••••• N••••••• I•••••••• V••••• L•• ADV: Other Private Fund | buyout or unlabelled | 2018 first reported on Form ADV | $958,623 as of Mar 29, 2019 | no Form D | Unknown | |
| A••••••• C•••••• I••••••••• V•••• Y•••• L•• ADV: Private Equity Fund | Credit fund | unknown | $26.7M as of Mar 29, 2012 | no reporting | no Form D | Wound down |
Team
8 current, 8 former
Managing partner (3)
- J•••• E•••• S•••••• · FOUNDER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• S••••• T••••• · CHAIRMAN, CEO & PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• S•••• Z•••• · President, Chief Executive Officer, Chief Investment Officer & Director · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- C••• C••••••• C•••• · Senior Vice President And Director · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Operating partner (1)
- P••••••• U•••••• · Time-Tested Investment Strategies for the Long Term · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- A•• D•••• S•••••• · Chief Compliance Officer · since Feb 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• S• P•• · Senior Vice President And General Counsel · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• T••••• B••••••• · Chief Financial Officer, Chief Accounting Officer, Vice President, Director And Treasurer · since Apr 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
8 former (kept with end dates)
- E•••••• C•••• · President, Chief Executive Officer, And Chief Investment Officer · Feb 1, 2007 to Apr 15, 2013 Inference
- G••••• D•••• M•••••• · Co-President, Co-Chief Executive Officer, And Co-Chief Investment Officer · Mar 1, 2014 to Mar 29, 2019 Inference
- C•••••• a• E••••••••• · General Counsel And Senior Vice President · Mar 1, 2007 to Mar 22, 2022 Inference
- J••• D• W••••••• · Chief Financial Officer, Chief Accounting Officer And Vice President · Jun 1, 2012 to Mar 31, 2015 Inference
- J•• W••••• Z••••• · Chief Financial Officer, Chief Accounting Officer And Senior Vice President · Feb 1, 2007 to Mar 29, 2012 Inference
- M••••••• L• R••••• · Chief Compliance Officer · Jul 1, 2006 to Mar 28, 2014 Inference
- J•••• E•••• S•••••• · Director · Feb 1, 1958 to Mar 28, 2014 Inference
- J••••••• S••••• T••••• · Executive Vice President And Director · Feb 1, 2007 to Mar 23, 2021 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A•••••• I•••••••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
5 most recent
- Sep 17, 2026A••••••n C•••••• Investments® Names Ben Clouse as CFO
- Sep 17, 2026A••••••n C•••••• Investments® and A•••••• Inve...
- Sep 17, 2026A••••••n C•••••• Investments® Reduces Fees on ...
- Sep 17, 2026A••••••n C•••••• appoints APAC head
- Nov 16, 2011A••••••• C•••••• I••••••••• M••••••••• I•• first filed Form ADV in the extract (IA)
Across the graphs
A••••••• C•••••• I••••••••• M••••••••• I•• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA and Wealth1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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