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.

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Firms / C•••••• P••• C•••••• P•••••••

C•••••• P••• C•••••• P•••••••

Buyout firm · probableLower middle marketEl Segundo, CAwebsiteSEC registered investment adviser

Classification

Class: Buyout firmprobable, confidence 65%
Basis: R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2023-05-11

Classification history (1)

Sep 13, 2026
Buyout firm (probable, 65%, cls-pe-2)
R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 1 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 May 11, 2023
RAUM: $240Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 8
PE fund GAV, latest filing: $240Mreported gross assets (Form ADV), not fund size
All private fund GAV: $240Mevery 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 2023-05-11, latest gav Private Equity Fund $240M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 12
Employees: 9
Headquarters: El Segundo, CA
Office address: 880 APOLLO STREET, SUITE 300, El Segundo, CA, 90245
Business phone: 310-867-2210

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

2 on record, 10 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
C•• B•• H•••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$1.3M as of Apr 16, 2018		no Form D	Wound down
C•• M••••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$665,900 as of Apr 21, 2022		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	Latest reported GAV	Source
name not on record	Private Equity Fund	2021 to 2023	$75.4M filed May 11, 2023	adviserinfo.sec.gov
name not on record	Private Equity Fund	2019 to 2023	$66.6M filed May 11, 2023	adviserinfo.sec.gov
name not on record	Private Equity Fund	2019 to 2023	$56.5M filed May 11, 2023	adviserinfo.sec.gov
0••	Private Equity Fund	2012 to 2018	$24.4M filed Apr 16, 2018	adviserinfo.sec.gov
name not on record	Private Equity Fund	2022 to 2023	$22.3M filed May 11, 2023	adviserinfo.sec.gov
name not on record	Private Equity Fund	2022 to 2023	$13.5M filed May 11, 2023	adviserinfo.sec.gov
name not on record	Private Equity Fund	2019 to 2023	$3.9M filed May 11, 2023	adviserinfo.sec.gov
name not on record	Private Equity Fund	2019 to 2023	$1.4M filed May 11, 2023	adviserinfo.sec.gov
0••	Private Equity Fund	2012 to 2012	$662,986 filed Jul 11, 2012	adviserinfo.sec.gov
name not on record	Private Equity Fund	2016 to 2023	$0 filed May 11, 2023	adviserinfo.sec.gov

Team

3 current, 2 former

Managing partner (3)

C•••••• W•••••• R•••••• · Managing Member And Chief Compliance Officer · since Jan 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
G•• G••• Z••••••••• · Managing Member · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M••••• A••••••• S••••• · Managing Member · since Jan 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

2 former (kept with end dates)

P••• J••••• W••• · Managing Member · Jan 1, 1999 to Mar 30, 2015 Inference
J••••••• M•••• R••••• · Chief Compliance Officer And Controller · Jun 1, 2005 to Apr 3, 2012 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

1 on record

Date	Type	Target	This firm’s role	Source
May 6, 2016	Platform acquisition	M•••	Seller (confirmed)	xn--c-1hnaaaaaaaa.com

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

Sep 1, 2026
Adviser CRD 158129 is not on the SEC registered or exempt adviser roster of 2026-09-01
Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 14, 2012
C•••••• P••• C•••••• P••••••• first filed Form ADV in the extract (IA)
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

Freshness97 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority55 · ELEVATED: as of: 2026-09-19items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness42 · MODERATE: as of: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.4166666666666667,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, portfolio, transactions, stated criteria, lenders, lps, cross dfx
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-19items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: n/a
Last observed: 6 days ago
Observations: 17
Sources: 2
Open research tasks: 0

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

C•••••• P••• C•••••• P••••••• 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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