DFX Intelligence
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B•••••••• C••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Honolulu, HIb•••••••••.com
Buyout firm, based in Honolulu, HI.
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
- $506M
- PE fund assets
- $103M
- PE funds
- 9
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- RAUM $506M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.10bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 7 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 8, 2018 to Mar 31, 2026
- RAUM
- $506Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $103Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $481Mevery private fund type, latest filing
- 2024 PE fund GAV
- $103Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 71%
- Fund type mix
- filed 2024-03-29, latest gav Real Estate Fund $332M, Private Equity Fund $103M, latest counts Real Estate Fund 2, Private Equity Fund 5, lifetime distinct Real Estate Fund 2, Private Equity Fund 5
- Employees
- 8
- Headquarters
- Honolulu, HI
- 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
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• P• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $32.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•••••••• R•• D••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $24.3M as of Mar 29, 2024 | no Form D | Unknown | |
| B•••••••• C• ••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $19.8M as of Mar 29, 2024 | no Form D | Early deployment | |
| B•••••••• R•• I••••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $17.6M as of Mar 29, 2024 | no Form D | Unknown | |
| B•••••••• C• ••••••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $8.3M as of Mar 29, 2024 | no Form D | Unknown |
Team
7 current, 1 former
Managing partner (1)
- B••• A••• K•••••••• · Managing Member, Chairman And Chief Executive Officer · since Apr 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- I•• W••• M••••••••• · Member · since Apr 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- B••••••• J•• W••• · Principal · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B•••• K••• L• · Principal · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••••••• D• N••••• · Principal And Chief Of Staff · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- H•••• A•• P••• · Chief Financial Officer · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• •••• C•••• · Chief Compliance Officer And Chief Legal Officer · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- M•••••• M•••• P•••••• · E••• C••• A•• C•• O• B•••••••• C••••••• L•• · Nov 1, 2017 to Jan 18, 2019 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
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
2 most recent
- Mar 31, 2026••• Locked
- Feb 8, 2018••• Locked
Across the graphs
B•••••••• C••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent 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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