DFX Intelligence

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P••••••• P•••••••

Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Salt Lake City, UTw•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $2.6B
PE fund assets: $1.4B
PE funds: 26
Investments held: Not established
Deals, last 12 months: Not established

Funds and vehicles Team (2)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors real_estate
Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4
0 lenders and 1 placement agents appear beside this firm on the record.
Placement agents 1

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 25 of 40 distinct vehicles are sworn Private Equity Funds; 22 reported gross assets on a filing in 2022 or later
Size band: Middle marketdefined by: proxy: $1.44bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Strategies: SPECIAL SITUATIONS

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 25 of 40 distinct vehicles are sworn P•••••• Equity Funds; 22 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Feb 14, 2012 to Aug 25, 2026
RAUM: $2.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 26
PE fund GAV, latest filing: $1.4Breported gross assets (Form ADV), not fund size
All private fund GAV: $2.3Bevery private fund type, latest filing
2024 PE fund GAV: $1.4Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 63%
Fund type mix: filed 2024-03-26, latest gav Private Equity Fund $1.4B, Venture Capital Fund $344M, latest counts Private Equity Fund 20, Venture Capital Fund 11, lifetime distinct Real Estate Fund 4, Private Equity Fund 25, Venture Capital Fund 11
Employees: 39
Headquarters: Salt Lake City, UT
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

no observed deals yet

Stated by the firm

Sectors: real estate
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: ••• Locked

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

25 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
P••••••• D••• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$30.7M as of Mar 26, 2024		no Form D	Unknown
P••••••• L• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$11.3M as of Mar 26, 2024		no Form D	Unknown
P••••••• P• C••••••• B• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$11.0M as of Mar 26, 2024		no Form D	Unknown
P••••••• P• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$9.1M as of Mar 26, 2024		no Form D	Unknown
P••••••• P•••••• E••••• X• L• ADV: P•••••• Equity Fund	Buyout fund	2023 first reported on Form ADV	$71.3M as of Mar 26, 2024		no Form D	Unknown
P••••••• P••••••• C•••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$180M as of Mar 26, 2024		no Form D	Early deployment
P••••••• E• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$104M as of Mar 26, 2024		no Form D	Early deployment
P••••••• S••••• P••••••• I•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$38.8M as of Mar 26, 2024		no Form D	Unknown
P••••••• C•• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$6.6M as of Mar 26, 2024		no Form D	Early deployment
P••••••• R••• A••••• I•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$3.7M as of Mar 31, 2022	no reporting	no Form D	Unknown
P••••••• P••••••• C••••••• H•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2022 first reported on Form ADV	$30,226 as of Mar 26, 2024		no Form D	Unknown
P••••••• B••••• C•••••••• L•• ADV: P•••••• Equity Fund	Co-investment vehicle	2021 first reported on Form ADV	$61.2M as of Mar 26, 2024		no Form D	Unknown
P••••••• P••••••• I•• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$226M as of Mar 26, 2024		no Form D	Unknown
P••••••• S••••• P••••••• I• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$55.4M as of Mar 26, 2024		no Form D	Unknown
P••••••• P••••••• V•••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$244M as of Mar 26, 2024		no Form D	Unknown
P••••••• P••••••• V••• P•••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$47.9M as of Mar 26, 2024		no Form D	Unknown
P•• I•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$216M as of Mar 26, 2024		no Form D	Unknown
P••••••• S•••••• S••••••••• L•• ADV: P•••••• Equity Fund	Special situations fund	2015 first reported on Form ADV	$41.0M as of Mar 26, 2024		no Form D	Unknown
P••••••• S••••• P•••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$4.8M as of Mar 26, 2024		no Form D	Harvest
P••••••• P••••••• V••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$53.7M as of Mar 26, 2024		no Form D	Successor fundraising
P••••••• C•••••• I•• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$551,378 as of Jun 8, 2016		no Form D	Wound down
P••••••• P••••••• V•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$29.9M as of Mar 26, 2024		no Form D	Harvest
P••••••• P••••••• I• ••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$9.2M as of Mar 29, 2019		no Form D	Wound down
P••••••• P••••••• V• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$542,755 as of Nov 3, 2022		no Form D	Wound down
P••••••• P••••••• I••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$376,851 as of Jun 8, 2016		no Form D	Wound down

Team

2 current, 11 former

Managing partner (1)

C•••••• R•••••• P••••••• · Chief Executive Officer, President, Managing 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)

Platform (1)

E••• D•••• N•••• · Chief Financial Officer, Chief Compliance Officer · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

11 former (kept with end dates)

R••••• A•••• W•••••• · Owner/Managing Member (Of W••••••/P••••••• Holdings, Llc) · Mar 1, 2020 to Aug 14, 2020 Inference
W••••• W••••• W•••••• · Owner/Managing Member (Of W••••••/P••••••• Holdings, Llc) · Mar 1, 2020 to Aug 14, 2020 Inference
B•• J• C••••• · Member (Of P••••••• Venture Partners, Llc) · Feb 1, 2012 to Mar 31, 2015 Inference
B•••••• K•••••• C••• · Partner (Of P••••••• P•••••••, Inc.) · Mar 1, 2014 to Jan 7, 2016 Inference
D••••• S••••• P••••••• · Member (Of P••••••• Venture Partners, Llc) · Dec 1, 2008 to Sep 9, 2014 Inference
J••• C•••••• P••••••• · Executive Chairman/Managing Director · Mar 1, 2014 to Mar 31, 2021 Inference
M••• a• F••••• · Partner · Dec 1, 2015 to Mar 31, 2021 Inference
M•••••• C• D•• · Partner · Jan 1, 2015 to Mar 31, 2021 Inference
R••••• S•••• H••••• · Partner · Dec 1, 2015 to Mar 31, 2021 Inference
H•••••• M••••• J••••• · Compliance Officer (Of W••••••/P•••••••, Llc) · Jan 1, 2012 to Apr 1, 2013 Inference
J••••• M•••••• D•••••••• · Chief Compliance Officer - P••••••• P••••••• Inc. & All Relying Advisors · Oct 1, 2013 to Dec 12, 2014 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)

H••••• C•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024

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

2 most recent

Aug 25, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 14, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority57 · ELEVATED: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.3,"evidence":"MIDDLE_MARKET"},{"code":"COMPLETEmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite25 · MODERATE: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: portfolio, transactions, lenders, lps
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 32
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

P••••••• P••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Real Estate Funds.

Venture Capital1Independent Sponsors1RIA and Wealth1Real Estate Funds1

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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