DFX Intelligence
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J••• L••••• • C••••••• I•••
Buyout firm, based in New York, NY.
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
- $1.5B
- PE fund assets
- $1.5B
- PE funds
- 17
- Investments held
- 2 of 2
- Deals, last 12 months
- 2
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Last 12 months 2Most recent 3 months agoPlatform deals 1
- Graphs 1
- Lenders 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 20 of 20 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-2)R6: 20 of 20 distinct vehicles are sworn P•••••• Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 15, 2012 to Mar 29, 2017
- RAUM
- $1.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 17
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.5Bevery 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
- 100%
- Fund type mix
- filed 2017-03-29, latest gav Private Equity Fund $1.5B, latest counts Private Equity Fund 17, lifetime distinct Private Equity Fund 20
- Employees
- 24
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
2 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
- add on 1, platform 1
- period
- to 2026-06-18, from 2026-03-02, undated holdings 0, dated observations 4
- window
- last 2026-06-18, first 2026-03-02
- control
- control 2
- companies
- 2
- geography
- investments
- 2
- seller kinds
- transactions
- 2
- cadence by year
- 2026 add ons 1, platforms 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value industrial manufacturing, examples Custom Alloy Corporation, count 1, share unknown, value aerospace defense, examples Forged Solutions Group
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value fabricated metal products, examples Custom Alloy Corporation, count 1, share unknown, value aerospace defense, examples Forged Solutions Group
2 companies on the graph (2 transactions); most in industrial manufacturing (1); 1 platforms and 1 add-ons; observed 2026 to 2026
Funds
7 on record, 13 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| J••• L••••• E••••• I•••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $3.3M as of Mar 29, 2017 | no Form D | Mature | |
| J•••••• C•••••••• P•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $1.9M as of Mar 29, 2017 | no Form D | Harvest | |
| J•• P••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Feeder or parallel | unknown | $89,000 as of Mar 29, 2017 | no Form D | Harvest | |
| J•••••• C•••••••• P•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $40,000 as of Mar 30, 2016 | no Form D | Wound down | |
| J•• E•••••••• I•••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $22,000 as of Mar 29, 2017 | no Form D | Harvest | |
| J•••••• C•••••••• P•••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $0 as of Oct 2, 2014 | no Form D | Wound down | |
| J• F• L••••• E••••• I•••••••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $0 as of Oct 2, 2014 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| name not on record | P•••••• Equity Fund | 2016 to 2017 | $709M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2012 to 2017 | $307M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2013 to 2017 | $146M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2017 to 2017 | $78.1M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2013 to 2017 | $70.6M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2016 to 2017 | $45.5M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2016 to 2017 | $25.8M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2012 to 2017 | $24.9M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2012 to 2017 | $23.9M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2017 to 2017 | $17.5M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2012 to 2017 | $12.1M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2017 to 2017 | $4.0M filed Mar 29, 2017 | adviserinfo.sec.gov | |
| name not on record | P•••••• Equity Fund | 2012 to 2017 | $3.2M filed Mar 29, 2017 | adviserinfo.sec.gov |
Team
3 current, 0 former
Managing partner (1)
- J••• F•••••• L••••• · Chief E•••••••• Officer/Owner · since Oct 1, 1990 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- B•••••• L••••• · Owner · since Oct 1, 1990 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D•••• R•••••• · Chief Compliance Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
2 relationships, 1 platforms, 1 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| C••••• A•••• C••••••••• add-on to F••••• S•••••••• G•••• | Add-on | active | Jun 18, 2026 transaction announcement | 3 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| F••••• S•••••••• G•••• | Platform | active | Mar 2, 2026 transaction announcement | 7 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jun 18, 2026 | Add-on acquisition | C••••• A•••• C••••••••• | Sponsor (confirmed) | jflco.com |
| Mar 2, 2026 | Platform acquisition | F••••• S•••••••• G•••• | Sponsor (confirmed) | jflco.com |
Placement agents, lenders, advisers and co-investors
8 relationships
Lenders (2)
- A•••• P•••••• D••• 1 shared · one time · last Mar 2, 2026
- H•• I••••••••• P•••••••• L•• 1 shared · one time · last Mar 2, 2026
Financial advisers (3)
- P•••••• W••••••• 1 shared · one time · last Mar 2, 2026
- G•••••• S•••• 1 shared · one time · last Mar 2, 2026
- E••••••• 1 shared · one time · last Mar 2, 2026
Legal advisers (2)
- J•••• D•• 1 shared · one time · last Mar 2, 2026
- S••••••• M••••• 1 shared · one time · last Mar 2, 2026
Co-investors (1)
- J••• L••••• a•• C•••••• L•• 1 shared · one time · last Jun 18, 2026
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
3 most recent
- Sep 1, 2026Adviser CRD 160024 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 2, 2026LATEST NEWS
- Feb 15, 2012J••• L••••• • C••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
J••• L••••• • C••••••• I••• is the same institution as 1 record in RIA and Wealth.
RIA 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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