DFX Intelligence
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B••••••• K•• A•••• M••••••••• L••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· St. Peter Port
Buyout firm, based in St. Peter Port.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $120M
- PE fund assets
- $120M
- PE funds
- 1
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 2 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.14bn Private Equity Fund GAV on the Form ADV filed 2024-08-09
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%)2 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $120M · 1 PE funds · filed Mar 24, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 28, 2014 to Mar 24, 2026
- RAUM
- $120Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $120Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $120Mevery private fund type, latest filing
- 2024 PE fund GAV
- $120Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 1 fund, $120M reported gross assets, 2 ever reported
- Employees
- 11
- Headquarters
- St. Peter Port, Guernsey
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
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.
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
2 families, 2 vehicles on record
B••••••• K•• I••••••••• L• · 1 vehicle · vintage 2015$120M
- B••••••• K•• I••••••••• L• buyout or unlabelled · 2015$120M
J••••••• I••••••••• L•••••• · 1 vehicle$7.6M
- J••••••• I••••••••• L•••••• SPV$7.6M
View all 2 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••••••• K•• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $120M as of Mar 24, 2026 | no Form D | Harvest | |
| J••••••• I••••••••• L•••••• ADV: Private Equity Fund | SPV | unknown | $7.6M as of Nov 5, 2021 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
4 current, 3 former
- Member · since Jul 1, 2024
- Director · since May 1, 2014
- Director · since Aug 1, 2013
- Chief Compliance Officer · since Mar 1, 2016
Full team · 4 peoplegrouped by role, with sources
Partner (1)
- B•••• H••• S••• Y••• · Member · since Jul 1, 2024 Form ADV
Principal (2)
- A••••• E•••• · Director · since May 1, 2014 Form ADV
- P••••••• C•••••• W•••• · Director · since Aug 1, 2013 Form ADV
Platform (1)
- M••• H• B••••••••• · Chief Compliance Officer · since Mar 1, 2016 Form ADV
3 former (kept with end dates)
- B•••• H••• S••• Y••• · Chief Executive Officer And Risk Officer Of Relying Adviser · Jan 1, 2013 to Mar 29, 2023 Inference
- J••• J••••• S••••••• · Member · Jan 1, 2017 to Aug 9, 2024 Inference
- R•••••• W• F••••• · Director, Chief M•••eting Officer · Aug 1, 2013 to Jan 30, 2017 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- P•• S••••••••• L•• 2 shared · recurring · last Jan 1, 2015
- C••••• S••••••••• P•• 1 shared · one time · last Jan 1, 2015
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
- Feb 28, 2014••• Locked
Across the graphs
B••••••• K•• A•••• M••••••••• L•••••• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.