DFX Intelligence
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K••••••• A•••• M••••••••• L••
Hybrid managerClassification probableunsizedSEC registered investment adviser· Bethesda, MD
Hybrid manager, running PRIVATE CREDIT, based in Bethesda, MD.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $107M
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- Placement agents 1
- RAUM $107M
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 4 distinct vehicles; hedge, securitized or liquidity vehicles 1
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 4 distinct vehicles; hedge, securitized or liquidity vehicles 1
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 14, 2016 to Mar 31, 2026
- RAUM
- $107Mregulatory 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
- $106Mevery 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
- 25%
- Fund type mix
- filed 2024-03-29, latest gav Other Private Fund $163M, latest counts Other Private Fund 2, lifetime distinct Hedge Fund 1, Other Private Fund 2, Private Equity Fund 1
- Employees
- 5
- Headquarters
- Bethesda, MD
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| K••••••• M••••• F••• I• L• ADV: Other Private Fund | Fund of funds | 2018 first reported on Form ADV | $102M as of Mar 29, 2024 | no Form D | Mature | |
| K••••••• S•••• D•••••••• H••• Y•••• F•••• I••••• F••• ••••••••• L• ADV: Other Private Fund | Credit fund | unknown | $61.7M as of Mar 29, 2024 | no Form D | Mature | |
| K••••••• S•••• D•••••••• H••• Y•••• F•••• I••••• F•••• L• ADV: Private Equity Fund | Credit fund | unknown | $70,004 as of Apr 1, 2019 | no Form D | Wound down |
Team
3 current, 4 former
Managing partner (1)
- S••••• G••••• M••••• · Chairman · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B••• L•••• H•••••• · Chief Operations Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• M••••• B•••• · Chief Compliance Officer · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- C••••• S• F••••• · Chief Investment Officer · Jan 1, 2022 to Jan 4, 2024 Inference
- B•••••• S•••• L••• · Chief Underwriting Officer · Oct 1, 2014 to Jan 4, 2018 Inference
- C••••• G•••••• M•• · Cco · May 1, 2017 to Feb 15, 2019 Inference
- S••••• P•••••• Y••• · Chief Financial Officer · May 1, 2016 to Jan 4, 2018 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
1 relationships
Placement agents (1)
- M•••••• C•••••• G••••• L•• 3 shared · strong · last Jan 1, 2018
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
1 most recent
- Jun 14, 2016••• Locked
Across the graphs
K••••••• A•••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent Sponsors1RIA 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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