DFX Intelligence
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S••••• C•••••• P••••••• M••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Sunrise, FLs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $26.7M
- PE funds
- 10
- Investments held
- 64 of 64
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-03-07
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Nov 3, 2023 to Mar 4, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 10
- PE fund GAV, latest filing
- $26.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $80.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $26.7Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-07, latest gav Private Equity Fund $26.7M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Sunrise, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
64 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 64
- period
- to unknown, from unknown, undated holdings 64, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 64
- companies
- 64
- geography
- investments
- 64
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.062, value software, examples Guidewire Software, Model N, Sumo Logic, ServiceTitan
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.031, value software, examples Guidewire Software, ServiceTitan, count 2, share 0.031, value vertical software, examples Model N, Sumo Logic
64 companies on the graph (0 transactions); most in software (4); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••• C•••••• P••••••• O••••••••• F••• I• L• ADV: Private Equity Fund | Buyout fund | unknown | $23.4M as of Mar 7, 2024 | no Form D | Unknown | |
| S••••• C•••••• P••••••• O••••••••• S•• I• L• ADV: Private Equity Fund | Buyout fund | unknown | $1.8M as of Mar 7, 2024 | no Form D | Unknown | |
| S••••• C•••••• P••••••• O••••••••• S•• I•• L• ADV: Private Equity Fund | Buyout fund | unknown | $1.5M as of Mar 7, 2024 | no Form D | Unknown |
Team
1 current, 0 former
Partner (1)
- J•••••• S•••• E••••• · Manager · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
64 relationships, 0 platforms, 0 add-ons
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
3 disclosed
- W••••••••• S•••• I••••••••• B•••• $75.0M sib.wa.gov
- W••••••••• S•••• I••••••••• B•••• $18.0M sib.wa.gov
- C••••••• P••••• E••••••••• R••••••••• A••••••••• $18.8M content.copera.org
Events
5 most recent
- Mar 4, 2026••• Locked
- Dec 31, 2025••• LockedLp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Dec 31, 2025••• LockedLp commitment disclosedFactW••••••••• S•••• I••••••••• B••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Nov 3, 2023••• Locked
Across the graphs
S••••• C•••••• P••••••• M••••••••• L•• is the same institution as 2 records in Independent Sponsors and Allocators.
Independent Sponsors1Allocators1
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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