DFX Intelligence
Private Equity Intelligence
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Firms / T•••••• C•••••• M••••••••• L••
T•••••• C•••••• M••••••••• L••
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
- Strategies
- INFRASTRUCTURE
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“T•••••• C•••••• M••••••••• is a leading private equity firm focused on investments in the power and energy sectors in North America.”t•••••••••.com
- Sep 13, 2026Infrastructure (probable, 70%, cls-pe-1)R2: 1 of 2 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 13, 2012 to Mar 27, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $39.9Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $39.9Mevery private fund type, latest filing
- 2024 PE fund GAV
- $39.9Msum 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 $39.9M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 8
- Employees
- unknown
- Headquarters
- Omaha, NE
- Office address
- 14302 FNB PARKWAY, Omaha, NE, 68154-5212
- Business phone
- 402-691-9500
Stated criteria beside observed behaviour
20 observed deals
Stated by the firm
- Sectors
- energy
- 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
- add on 1, unknown 17, platform 2
- period
- to 2013-12-06, from 2005-01-01, undated holdings 2, dated observations 20
- window
- last 2013-12-06, first 2013-11-18
- control
- control 2, unknown 18
- companies
- 20
- geography
- investments
- 20
- seller kinds
- unknown 1
- transactions
- 2
- cadence by year
- 2013 add ons 1, platforms 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.15, value energy, examples Frontier Gas Services, Azure Midstream, TGGT Midstream, count 1, share 0.05, value education, examples University Park Energy
- holding period years
- n 17, median 5
- repeat counterparties
- subsector distribution
- count 3, share 0.15, value energy, examples Frontier Gas Services, Azure Midstream, TGGT Midstream, count 1, share 0.05, value education, examples University Park Energy
20 companies on the graph (2 transactions); most in energy (3); 2 platforms and 1 add-ons; median observed hold 5.0 years (n=17); observed 2005 to 2013
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $31.1M as of Mar 27, 2024 | no Form D | Mature | |
| T•• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $4.7M as of Mar 27, 2024 | no Form D | Mature | |
| T•• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $4.1M as of Mar 27, 2024 | no Form D | Mature | |
| C•••••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $30,000 as of Aug 14, 2012 | no Form D | Wound down | |
| T•• I• C••••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Apr 19, 2021 | no Form D | Wound down | |
| T•• G•••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Mar 27, 2020 | no Form D | Wound down | |
| T•• I••• C••••• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $0 as of Apr 19, 2021 | no Form D | Wound down | |
| T•••••• P•••• F•••• L••• ADV: Private Equity Fund | Infrastructure fund | unknown | $0 as of Mar 27, 2020 | no Form D | Wound down |
Team
12 current, 5 former
Managing partner (2)
- C••••••••• A•••• L•••••• · Board Of Managers, Ceo, President And Managing Director · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•• L••••••• · CEO and senior managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (6)
- C••••••••• A•••• L•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• L•• H•••• · Shareholder · since Apr 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• M•••••• F•••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• O••••• · managing director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• G••••• S•••• · SENIOR MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• G••••• S•••• · Board Of Managers And Senior Managing Director · since Jun 1, 2003 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- J•••• K••• C••••• · Board Of Managers, Executive Vice President · since Mar 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)
- D••• J••••• F••••• · Board Of Managers, Senior Vice President And General Counsel · since Feb 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••• T••• S•••••• · MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• T••• S•••••• · Board Of Managers, Cfo, Senior Vice President And Secretary · since Mar 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- D••••• E••••• L••••••• · Board Of Managers, Ceo And Senior Managing Director · Jun 1, 2003 to Mar 27, 2020 Inference
- D•••• C••••• D••••• · Chief Compliance Officer, Vice President & General Counsel · Dec 1, 2011 to Mar 28, 2019 Inference
- A••• B•••••• L•••••• · Senior Managing Director And Senior Vice President · Jun 1, 2003 to Jun 27, 2012 Inference
- J•• M•••••• F•••••• · Board Of Managers, Senior Vice President And Managing Director · Feb 1, 2019 to Mar 27, 2024 Inference
- T••••• E••••• H•••••••• · Board Of Managers, Executive Vice President And Vice Chairman · Jun 1, 2003 to Mar 28, 2019 Inference
Portfolio
20 relationships, 2 platforms, 1 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| T••• M•••••••• add-on to A•••• M•••••••• | Add-on | active | Nov 18, 2013 transaction announcement | 12.9 years | J••• O••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| U• P•••• G••••••••• | Platform | exited exited Jan 1, 2015 | Jan 1, 2013 year stated on the firm's page | 2.0 years | D•• L••••••• (confirmed) | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| N•• C••••• G••••••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2008 year stated on the firm's page | 7.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R•••••• H•••• G••••••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2008 year stated on the firm's page | 7.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A•••••••• E••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2007 year stated on the firm's page | 1.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••• E••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2007 year stated on the firm's page | 8.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| L•••••• G••••••••• | Role unknown | exited exited Jan 1, 2015 | Jan 1, 2007 year stated on the firm's page | 8.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| P•••••••• E••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2007 year stated on the firm's page | 1.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| T••• E••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2007 year stated on the firm's page | 1.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| B•• S•••• P••••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2006 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••••••• E••••• P••••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2006 year stated on the firm's page | 2.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| H••• D••••• P•••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2006 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| H•••••• E••••• | Role unknown | exited exited Jan 1, 2009 | Jan 1, 2006 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| R•• N•••••• P•••• | Role unknown | exited exited Jan 1, 2012 | Jan 1, 2006 year stated on the firm's page | 6.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| U••••••••• P••• E••••• | Role unknown | exited exited Jan 1, 2011 | Jan 1, 2006 year stated on the firm's page | 5.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| W••• H•••• E••••• | Role unknown | exited exited Jan 1, 2016 | Jan 1, 2006 year stated on the firm's page | 10.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C•••••• E••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2005 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| C••••••••• C••••••••• | Role unknown | exited exited Jan 1, 2008 | Jan 1, 2005 year stated on the firm's page | 3.0 years | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| A•••• M•••••••• | Platform | exited exited Jan 1, 2022 | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
| F••••••• G•• S••••••• | Role unknown | exited exited Jan 1, 2011 | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Dec 6, 2013 | Platform acquisition | U• P•••• G••••••••• | Sponsor (confirmed) | t•••••••••.com |
| Nov 18, 2013 | Add-on acquisition | T••• M•••••••• | Sponsor (confirmed) | t•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Legal advisers (1)
- L••••• • W•••••• L•• 1 shared · one time · last Dec 6, 2013
LP commitments
1 disclosed
- C••••••• P••••• E••••••••• R••••••••• A••••••••• $10.0M content.copera.org
Events
9 most recent
- Sep 1, 2026Adviser CRD 160221 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Dec 31, 2025C••••••• P••••• E••••••••• R••••••••• A••••••••• reports T•••••• P•••• F••• II: $10,000,000 committed, vintage 2010, net IRR -0.6%Lp commitment disclosedFactC••••••• P••••• E••••••••• R••••••••• A•••••••••P••••• pension private-markets disclosures, read through the venture lane's LP report tape
- Apr 7, 2016TPF G•••• – Generation Assets Sale
- Feb 27, 2015A•••• M•••••••• E•••••, LLC Announces Completion of General Partnership Acquisition
- Dec 6, 2013T•••••• C•••••• M••••••••• Announces Completion of U• P•••• G••••••••• Company Acquisition
- Dec 6, 2013T•••••• C•••••• M••••••••• Announces Completion of U• P•••• G••••••••• Company Acquisition
- Nov 18, 2013A•••• M•••••••• Completes Acquisition of T••• M•••••••• from EXCO and BG
- Nov 8, 2013T•••••• C•••••• M••••••••• L•• Announces L••••••• Promotion
- Feb 13, 2012T•••••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T•••••• C•••••• M••••••••• L•• 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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