DFX Intelligence
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B••••• I••••••••• G••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Atlanta, GAb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $308M
- PE fund assets
- $203M
- PE funds
- 3
- Investments held
- 9 of 9
- Deals, last 12 months
- 0
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
- Revenue $5.0M to $100MSectors infrastructure,aerospace_defense,media_telecomGeography North America
- Graphs 2
- Lenders 1Placement agents 1
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: $0.20bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
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
- registered investment adviser
- Form ADV filings
- Mar 14, 2016 to Apr 30, 2026
- RAUM
- $308Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $203Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $263Mevery private fund type, latest filing
- 2024 PE fund GAV
- $203Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $203M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 7
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
9 observed deals
Stated by the firm
- Sectors
- infrastructure, aerospace defense, media telecom
- Geography
- North America
- Revenue
- $5.0M to $100M
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 8, platform 1
- period
- to 2024-03-13, from 2024-03-13, undated holdings 8, dated observations 2
- window
- last 2024-03-13, first 2024-03-13
- control
- control 1, unknown 8
- companies
- 9
- geography
- count 1, share 0.111, value TX
- investments
- 9
- seller kinds
- transactions
- 1
- cadence by year
- 2024 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.111, value aerospace defense, examples Metal Finishing Technologies, LLC, count 1, share 0.111, value industrial manufacturing, examples Dynamic N/C, LLC, count 1, share 0.111, value industrial services, examples TRS Services LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.111, value aerospace defense, examples Metal Finishing Technologies, LLC, count 1, share 0.111, value miscellaneous manufacturing, examples Dynamic N/C, LLC, count 1, share 0.111, value industrial machinery repair, examples TRS Services LLC
9 companies on the graph (1 transactions); most in aerospace defense (1); 1 platforms and 0 add-ons; observed 2024 to 2024
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••• O••••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $48.9M as of Mar 27, 2024 | no Form D | Unknown | |
| D•••••• N• I••••••••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $55.5M as of Mar 27, 2024 | no Form D | Active deployment | |
| B••••• O••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $98.3M as of Mar 27, 2024 | no Form D | Mature |
Team
1 current, 0 former
Managing partner (1)
- D•••• M••••••• B••••• · Managing Member And Chief Compliance Officer · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
9 relationships, 1 platforms, 0 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Mar 13, 2024 | Platform acquisition | T•• S••••••• L•• | Sponsor | capitalagroup.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- A••••••• C•••••• G••••• L•• 1 shared · one time · last Jan 1, 2022
Lenders (1)
- C••••••• G•••• 1 shared · one time · last Mar 13, 2024
Co-investors (1)
- C••••••• G•••• 1 shared · one time · last Mar 13, 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
1 most recent
- Mar 14, 2016••• Locked
Across the graphs
B••••• I••••••••• G••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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