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 / G•••• R•••• C••••••• L••
G•••• R•••• C••••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 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: $0.09bn 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: 3 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 31, 2012 to Mar 26, 2024
- RAUM
- $446Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $92.2Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $92.2Mevery private fund type, latest filing
- 2024 PE fund GAV
- $92.2Msum 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 $92.2M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 10
- Headquarters
- Mission Woods, KS
- Office address
- 1968 SHAWNEE MISSION PARKWAY, SUITE 200, Mission Woods, KS, 66205
- Business phone
- 913-378-0850
Stated criteria beside observed behaviour
15 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 29
- period
- to unknown, from unknown, undated holdings 29, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 29
- companies
- 15
- geography
- investments
- 29
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.133, value consumer services, examples Kansas City, MO Commercial Landscaping Services, Denver, CO Automotive Repair Services, count 1, share 0.067, value business services, examples Olathe, KS Niche Staffing, count 1, share 0.067, value industrial services, examples Milwaukee, WI Commercial Roofing, count 1, share 0.067, value agriculture, examples Wichita, KS Agricultural Parts and Equipment
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.067, value staffing, examples Olathe, KS Niche Staffing, count 1, share 0.067, value landscaping, examples Kansas City, MO Commercial Landscaping Services, count 1, share 0.067, value specialty trade other, examples Milwaukee, WI Commercial Roofing, count 1, share 0.067, value automotive repair, examples Denver, CO Automotive Repair Services, count 1, share 0.067, value agriculture, examples Wichita, KS Agricultural Parts and Equipment
15 companies on the graph (0 transactions); most in consumer services (2); 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 |
|---|---|---|---|---|---|---|
| G•••• R•••• C•••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 26, 2024 | no Form D | Unknown | |
| G•••• R•••• C•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $91.8M as of Mar 26, 2024 | no Form D | Unknown | |
| G•••• R•••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $395,400 as of Mar 26, 2024 | no Form D | Harvest |
Team
3 current, 1 former
Partner (2)
- P••• D••••• M•••••• · Member · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• M• S••••• · Member · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- D•••••• K• B•••• · Chief Compliance Officer · since Jun 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- A••••• J••••• B••••••••• · Manager · Jan 1, 2011 to Apr 17, 2020 Inference
Portfolio
29 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
1 relationships
Placement agents (1)
- S••••••• P••••••• C•••••• 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
2 most recent
- Mar 30, 2026G•••• R•••• C••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 2 (roster 2026-09-01)
- May 31, 2012G•••• R•••• C••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
G•••• R•••• C••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA 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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