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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / V•••• C••••••
V•••• C••••••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 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 2024-12-19
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Aug 1, 2022 to Dec 19, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $101Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $101Mevery private fund type, latest filing
- 2024 PE fund GAV
- $101Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-12-19, latest gav Private Equity Fund $101M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Toronto, Ontario, Canada
- Office address
- 155 UNIVERSITY AVE., SUITE 1240, Toronto, Ontario, M5H 3B7
- Business phone
- 416-419-4980
Stated criteria beside observed behaviour
6 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
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 6
- period
- to 2024-09-24, from 2021-01-01, undated holdings 4, dated observations 3
- window
- last 2024-09-24, first 2024-09-24
- control
- unknown 6
- companies
- 6
- geography
- investments
- 6
- seller kinds
- transactions
- 1
- cadence by year
- 2024 other deals 1
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.167, value education, examples LumiQ Inc., count 1, share 0.167, value industrial services, examples headquarters
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.167, value education, examples LumiQ Inc., count 1, share 0.167, value remediation environmental, examples headquarters
6 companies on the graph (1 transactions); most in education (1); observed 2021 to 2024
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V•••• P••••••• F••• I• •••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $82.0M as of Dec 19, 2024 | no Form D | Unknown | |
| V•••• P••••••• F••• I• •••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $19.4M as of Dec 19, 2024 | no Form D | Early deployment |
Team
15 current, 0 former
Managing partner (1)
- L••• A••••••• M••••••• · Founder & Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- E••• K•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•• N•••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• A••••••• M••••••• · Shareholder · since Oct 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• B••••• · Managing Director, Québec · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- E••• K•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (4)
- A••••• T•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••••• L• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•• N•••• · Vice President · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• S••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- B•••• S••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••••• Z••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- J••• K•• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•• D•••• · Chief Operating Officer & Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• D•••• · Cfo And Cco · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
6 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| L•••• I••• | Role unknown | active | Sep 24, 2024 transaction announcement | 2.0 years | E••• K•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| I••••••••• D••• | Role unknown | active | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| D••• | Role unknown | exited exited Jan 1, 2021 | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| e••• d••• | Role unknown | exited exited Jan 1, 2026 | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| h••••••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| I••••••••• T••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 24, 2024 | Growth investment | L•••• I••• | Sponsor (confirmed) | vertupartners.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- P••••••• F•••• G••••• 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
7 most recent
- Mar 11, 2026ActiveState Appoints Open Source and Technology Leader, Abby Kearns, to CEO to Drive Next Phase of Growth
- May 8, 2025V•••• C•••••• invests over $30 million in leading recreation and membership management software provider Amilia
- Sep 24, 2024V•••• C•••••• Completes Strategic Investment in Market Leading Corporate Education Platform L••••
- Sep 24, 2024V•••• C•••••• Completes Strategic Investment in Market Leading Corporate Education Platform L••••
- Jul 29, 2024PathFactory Announces Strategic Acquisition of Uberflip
- Nov 7, 2023V•••• C•••••• Acquires Secure Open Source Integration Platform Company, ActiveState
- Aug 1, 2022V•••• C•••••• first filed Form ADV in the extract (ERA)