DFX Intelligence
Private Equity Intelligence
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Firms / S••••••••• I••••••••• M•••••••••
S••••••••• I••••••••• M•••••••••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 26, 2024 to Mar 26, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $42.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $42.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $42.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $42.8M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- unknown
- Headquarters
- San Juan, PR
- Office address
- 1369 ASHFORD AVENUE,, MEZZANINE SUITE, San Juan, PR, 00907
- Business phone
- 443-797-7114 & 281-794-0077
Stated criteria beside observed behaviour
1 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 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (0 transactions); no dated observations
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• S••• F•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $25.9M as of Mar 26, 2024 | no Form D | Early deployment | |
| S••••••••• E••••• F••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.4M as of Mar 26, 2024 | no Form D | Early deployment | |
| S•• R••• F••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.4M as of Mar 26, 2024 | no Form D | Early deployment | |
| S•• E••••• F••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $245,000 as of Mar 26, 2024 | no Form D | Unknown |
Team
3 current, 0 former
Managing partner (3)
- D•••• W••••• · Managing Member · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• S•••• R••••••• · Managing Member · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• S••••••••• · Managing Member · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| S••••••••• A••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
1 relationships
Placement agents (1)
- S••••••••• C•••••• M••••••• I••• 4 shared · strong · 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
2 most recent
- Mar 31, 2026S••••••••• I••••••••• M•••••••••: Private Equity Funds on Form ADV 4 (2024 extract) -> 3 (roster 2026-09-01)
- Mar 26, 2024S••••••••• I••••••••• M••••••••• first filed Form ADV in the extract (ERA)
Across the graphs
S••••••••• I••••••••• M••••••••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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