DFX Intelligence

Private Equity Intelligence

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Firms / T•• E••••• • M••••••• G••••

T•• E••••• • M••••••• G••••

Buyout firmUpper middle marketHouston, TXSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 54 of 54 distinct vehicles are sworn Private Equity Funds; 31 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $12.24bn Private Equity Fund GAV on the Form ADV filed 2024-06-04
Strategies: INFRASTRUCTURE, SECONDARIES

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 54 of 54 distinct vehicles are sworn Private Equity Funds; 31 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 Jun 4, 2024
RAUM: $12Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 31
PE fund GAV, latest filing: $12Breported gross assets (Form ADV), not fund size
All private fund GAV: $12Bevery private fund type, latest filing
2024 PE fund GAV: $12Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-06-04, latest gav Private Equity Fund $12B, latest counts Private Equity Fund 31, lifetime distinct Private Equity Fund 54
Employees: 21
Headquarters: Houston, TX
Office address: 2229 SAN FELIPE STREET, SUITE 1300, Houston, TX, 77019
Business phone: 713-579-5000

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

54 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
T•• E••••• • M••••••• G•••• F••• V• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$1.2B as of Jun 4, 2024		no Form D	Mature
E•• F••• V• A•••••••• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$169M as of Jun 4, 2024		no Form D	Active deployment
T•• E••••• • M••••••• G•••• F••• V• A••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$161M as of Jun 4, 2024		no Form D	Mature
E•• I••• O•• P•••• 3• A••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$157M as of Jun 4, 2024		no Form D	Mature
E•• I••• O•• P•••• 3• •• 1•• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2019 first reported on Form ADV	$157M as of Jun 4, 2024		no Form D	Harvest
E•• I••• O•• H•••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$124M as of Jun 4, 2024		no Form D	Mature
E•• F••• V• I••• O•• A••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$103M as of Jun 4, 2024		no Form D	Harvest
E•••••• L• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$73.4M as of Jun 4, 2024		no Form D	Mature
E•• F••• V• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$46.7M as of Jun 4, 2024		no Form D	Mature
E•• F••• V• S••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$43.8M as of Jun 4, 2024		no Form D	Mature
E•• F••• I• S••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$14.7M as of Jun 4, 2024		no Form D	Mature
E•• F••• I• S•••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$209,302 as of Mar 31, 2021		no Form D	Wound down
E•• C••••••• S••••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2018 first reported on Form ADV	$80.9M as of Jun 4, 2024		no Form D	Harvest
E•• S•••• S•••••••• F•••• L• ADV: Private Equity Fund	Secondaries fund	2018 first reported on Form ADV	$0 as of Mar 31, 2021		no Form D	Wound down
E•• I••• O•• P•••• 2• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$135M as of Jun 4, 2024		no Form D	Mature
E•• A••••• S•••••••• F•••• L• ADV: Private Equity Fund	Secondaries fund	2017 first reported on Form ADV	$14.4M as of Jun 4, 2024		no Form D	Mature
E•• P••• E••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$537,220 as of Mar 31, 2021		no Form D	Wound down
E•• A••••• 2••• E••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2016 year in the fund name	$609M as of Jun 4, 2024		no Form D	Mature
E•• F••• I• P•• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$204M as of Jun 4, 2024		no Form D	Mature
E•• M••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$318,810 as of Feb 21, 2019		no Form D	Wound down
T•• E••••• • M••••••• G•••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$2.6B as of Jun 4, 2024		no Form D	Mature
E•• T••••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$310M as of Jun 4, 2024		no Form D	Mature
E•• F••• I• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2015 first reported on Form ADV	$240M as of Jun 4, 2024		no Form D	Mature
E•• F••• I•• A••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2015 first reported on Form ADV	$22.4M as of Jan 13, 2016		no Form D	Wound down
N•• M•• O••••••• H•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	2015 first reported on Form ADV	$14.4M as of Jun 4, 2024		no Form D	Harvest
T•• E••••• • M••••••• G•••• F••• I••• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$1.9B as of Jun 4, 2024		no Form D	Harvest
E•• F••• I• D•••• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$359M as of Jun 4, 2024		no Form D	Harvest
E•• F••• I• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$349M as of Jun 4, 2024		no Form D	Harvest
E•• F••• I•• O••••••• H•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$309M as of Jun 4, 2024		no Form D	Harvest
E•• A••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$57.4M as of Jun 4, 2024		no Form D	Harvest
T•••••••• H••••••• L•• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$26.0M as of Jan 4, 2021		no Form D	Wound down
E•• F••• I•• O•••••••• L• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$7.0M as of Mar 31, 2014	no reporting	no Form D	Unknown
E•• I••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$131,176 as of Mar 31, 2021		no Form D	Wound down
E•• A• P•••••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Mar 31, 2021		no Form D	Wound down
E•• A• • U•••• M••••••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Jul 16, 2014		no Form D	Wound down
E•• A• W••••••• H••••••• L•• ADV: Private Equity Fund	Feeder or parallel	2014 first reported on Form ADV	$0 as of Jan 4, 2021		no Form D	Wound down
E•• A• • W••••••• M••••••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	2014 first reported on Form ADV	$0 as of Jul 16, 2014		no Form D	Wound down
E•• A• U•••• C••••••••• L••• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$627M as of Mar 31, 2014		no Form D	Unknown
E•• U•••• L•• ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$522M as of Jun 4, 2024		no Form D	Harvest
E•• A• U•••• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$212M as of Jun 4, 2024		no Form D	Mature
E•• U•••• I• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$166M as of Mar 31, 2014		no Form D	Unknown
E•• U•••• I• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$158M as of Mar 31, 2014		no Form D	Unknown
E•• A• U•••• O••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$85.5M as of Mar 31, 2014		no Form D	Unknown
E•• U•••• I• O••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$17.5M as of Mar 31, 2014		no Form D	Unknown
E•• U•••• I• O••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$5.5M as of Mar 31, 2014		no Form D	Unknown
T•• E••••• • M••••••• G•••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$2.0B as of Jun 4, 2024		no Form D	Harvest
N•• M•••••••• • R•••••••• O••••••• F•••• L••• ADV: Private Equity Fund	Infrastructure fund	unknown	$739M as of Apr 1, 2015		no Form D	Early deployment
E•• F••• I• D•••• O•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$297M as of Mar 31, 2014		no Form D	Early deployment
E•• F••• I• O•••••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$289M as of Mar 31, 2014		no Form D	Early deployment
N•• M•••••••• • R••••••••• L••• ADV: Private Equity Fund	Infrastructure fund	unknown	$25.3M as of Jun 4, 2024		no Form D	Harvest
M•••••••• • R•••••••• F•••••••• F•••• L••• ADV: Private Equity Fund	Infrastructure fund	unknown	$15.4M as of Jun 4, 2024		no Form D	Harvest
P••••••••• M•• S•• C•••••• L••• ADV: Private Equity Fund	Feeder or parallel	unknown	$4.9M as of Jun 4, 2024		no Form D	Harvest
L•••••• M•• S••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$154,920 as of Jan 4, 2021		no Form D	Wound down
L•••••• M•• S•• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$100,000 as of Jan 4, 2021		no Form D	Wound down

Team

6 current, 8 former

Partner (3)

J••• G•••••• C•••••• · Limited Partner · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• T••••• R•••••• · Limited Partner · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•• R•••••• · Limited Partner · since Jun 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (3)

B•••• M•••••• D•••••• · Chief Compliance Officer · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•••• L• T•••• · Chief Operating Officer, General Counsel & Managing Director · since Feb 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
R••••• C•••••• · Chief Tax Officer · since Dec 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

8 former (kept with end dates)

J•••••• C• R•••• · Limited Partner Of M&R Fof Gp, L.P. · May 1, 2009 to Mar 30, 2018 Inference
K•••••• A•••• H•••• · Member · Mar 1, 2008 to Jul 17, 2018 Inference
P•••••• G•••••• W••• · Limited Partner Of M&R Fof Gp, L.P. · May 1, 2009 to Mar 30, 2018 Inference
S•••••• R••• C•••••• · Member · Dec 1, 2013 to Jul 17, 2018 Inference
A••••• S••••• · Chief Financial Officer Of T•• E••••• • M••••••• G•••• · Jan 1, 2012 to Oct 8, 2013 Inference
C••••••••• E••••• B•••• · Tax Director · Nov 1, 2014 to Mar 31, 2023 Inference
J•• B••••••• · Chief Compliance Officer Of T•• E••••• • M••••••• G•••• · Jan 1, 2012 to Mar 31, 2014 Inference
T•••••• N•••• T••••• · Chief Financial Officer · Jul 1, 2013 to Mar 31, 2023 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
Mar 15, 2021	Type not stated	T•• E••••• • M••••••• G••••	Target (confirmed)	vision-blue.com

Placement agents, lenders, advisers and co-investors

3 relationships

Placement agents (3)

C••••• S••••• A•••• M••••••••• L•• 8 shared · very strong · last Jan 1, 2014
C••••• S••••• S••••••••• •••• L•• 5 shared · very strong · last Jan 1, 2018
P••• H••• G•••• L•• 2 shared · recurring · last Jan 1, 2015

LP commitments

1 disclosed

P••••••••• P••••• S••••• E••••••••• R••••••••• S••••• in T•• E••••• • M••••••• G•••• F••• I••• L• $100M pa.gov

Events

3 most recent

Sep 1, 2026
Adviser CRD 157915 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)
Mar 15, 2021
V••••• B••• & EMG close $300 million SPAC, ESM Acquisition Corporation 15 Mar 2021
Transaction announcedFactV••••• B••• A••••••• U• L••P•••s release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 14, 2012
T•• E••••• • M••••••• G•••• 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

Freshness98 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9833333333333333,"evidence":"3 method: sum of component points, capped at 1.0
model score-pe-1
Research priority70 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-21items: []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: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.4166666666666667,"evidence":["funds","team"method: sum of component points, capped at 1.0
missing: website, description, portfolio, transactions, stated criteria, lenders, cross dfx
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: 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: Sep 13, 2026
Last observed: 3 days ago
Observations: 16
Sources: 2
Open research tasks: 3

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

T•• E••••• • M••••••• G•••• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA and Wealth1Allocators1

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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