DFX Intelligence
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P••••••• C•
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $264M
- PE fund assets
- $264M
- PE funds
- 36
- Investments held
- 1 of 30
- 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
Nothing material in the last 180 days. Last change: 27 Mar 2026, Private equity funds on its Form ADV went from 29 to 36 (+7).
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 38 of 38 distinct vehicles are sworn Private Equity Funds; 36 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.26bn Private Equity Fund GAV on the Form ADV filed 2026-03-27
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)38 of 38 distinct vehicles are sworn Private Equity Funds; 36 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)29 of 29 distinct vehicles are sworn Private Equity Funds; 28 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $264M · 36 PE funds · filed Mar 27, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Feb 28, 2024 to Mar 27, 2026
- RAUM
- $264Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 36
- PE fund GAV, latest filing
- $264Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $264Mevery private fund type, latest filing
- 2024 PE fund GAV
- $275Msum 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: 36 funds, $264M reported gross assets, 38 ever reported
- Employees
- 12
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · 30 observed dealsShowHide
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
- Minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 30 companies, 30 holdings, 2 transactions
- Period
- 2022 (4 dated observations, 28 holdings undated)
- Most deals
- Education (1 of 30, e.g. IMG Academy), consumer services (1 of 30), industrial manufacturing (1 of 30) and 1 more
- Subsectors
- Education (1 of 30), fitness recreation (1 of 30), beverage manufacturing (1 of 30), agriculture (1 of 30)
- Deal roles
- 30 with role not stated
- Control
- 30 not stated
- By year
- 2022: 2 other deals
30 companies on the graph (2 transactions); most in education (1); observed 2022 to 2022
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.
38 families, 38 vehicles on record
P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• · 1 vehicle · vintage 2025$19.4M
- P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• buyout or unlabelled · 2025$19.4M
P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• · 1 vehicle · vintage 2025$7.6M
- P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• buyout or unlabelled · 2025$7.6M
P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• · 1 vehicle · vintage 2024$9.2M
- P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• buyout or unlabelled · 2024$9.2M
P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• · 1 vehicle · vintage 2023$21.6M
- P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• buyout or unlabelled · 2023$21.6M
P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• · 1 vehicle · vintage 2023$11.0M
- P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• buyout or unlabelled · 2023$11.0M
33 smaller families are in the full list of vehicles.
View all 38 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $19.4M as of Mar 27, 2026 | $19.1M | Unknown | |
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $7.6M as of Mar 27, 2026 | $7.5M | Unknown | |
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $640,775 as of Mar 27, 2026 | $540,564 | Unknown | |
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $480,973 as of Mar 27, 2026 | $477,816 | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $9.2M as of Mar 27, 2026 | $7.2M | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $1.4M as of Mar 27, 2026 | $1.4M | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $1.1M as of Mar 27, 2026 | $806,141 | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $21.6M as of Mar 27, 2026 | $22.2M | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $11.0M as of Mar 27, 2026 | $7.1M | Early deployment | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $10.6M as of Mar 27, 2026 | $6.0M | Early deployment | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $9.9M as of Mar 27, 2026 | $10.3M | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $7.9M as of Mar 27, 2026 | $8.6M | Unknown | |
| P•• 3•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $1.8M as of Mar 27, 2026 | $1.4M | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $11.9M as of Mar 27, 2026 | $12.1M | Unknown | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $7.6M as of Mar 8, 2024 | $7.7M | Unknown | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $1.4M as of Mar 27, 2026 | $1.1M | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $437,797 as of Mar 27, 2026 | $121,535 | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $299,652 as of Mar 27, 2026 | $408,536 | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $285,762 as of Mar 27, 2026 | $213,035 | Unknown | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $28.4M as of Mar 27, 2026 | $10.4M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $23.9M as of Mar 27, 2026 | $13.1M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $12.3M as of Mar 27, 2026 | $6.3M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $10.2M as of Mar 27, 2026 | $3.6M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $9.2M as of Mar 27, 2026 | $8.6M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $8.5M as of Mar 27, 2026 | $2.5M | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $615,893 as of Mar 27, 2026 | $584,277 | Early deployment | |
| P•• 2•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $376,021 as of Mar 27, 2026 | $238,800 | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $0 as of Mar 27, 2026 | $6.1M | Unknown | |
| P•• 8• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $14.0M as of Mar 27, 2026 | $2.0M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $12.9M as of Mar 27, 2026 | $2.3M | Early deployment | |
| P•• 9• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $7.6M as of Mar 27, 2026 | $3.4M | Early deployment | |
| P•• 7• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $5.7M as of Mar 27, 2026 | $1.4M | Early deployment | |
| P•• 1•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $407,061 as of Mar 27, 2026 | $1.8M | Unknown | |
| P•• 5• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $2.9M as of Mar 8, 2024 | no Form D | Unknown | |
| P•• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $766,083 as of Mar 27, 2026 | no Form D | Early deployment | |
| P•• 2• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 Form D first sale | $339,220 as of Mar 27, 2026 | no Form D | Unknown | |
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.0M as of Mar 27, 2026 | no Form D | Unknown | |
| P•• 4•• a• S••••• o• P••••••• C•• M•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 27, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); 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.
13 current, 0 former
- Board Chair
- Founder / Chief Executive Officer · since Jan 1, 2019
- PARTNER
- Partner
- VICE PRESIDENT
Full team · 13 peoplegrouped by role, with sources
Managing partner (2)
- K•••••• L•• · Board Chair · start date unknown Firm website
- M••• P••••••• · Founder / Chief Executive Officer · since Jan 1, 2019 Form ADV Firm website
Partner (2)
- D••••• M•••••••• · PARTNER · start date unknown Firm website
- M••• S••••• · Partner · start date unknown Firm website
Vice president (3)
- A•••• B•••• · VICE PRESIDENT · start date unknown Firm website
- K•••• M••••••• · VICE PRESIDENT · start date unknown Firm website
- N•••••• A•••••••• · VICE PRESIDENT · start date unknown Firm website
Associate (1)
- I••• T•••••• · ASSOCIATE · start date unknown Firm website
Platform (3)
- G•••••• K••••••••• · Chief Compliance Officer · since Jan 1, 2024 Form ADV
- M•••••• G••••••• · EXECUTIVE ASSISTANT · start date unknown Firm website
- M••••••• F••••• · CFO · start date unknown Firm website
Other (2)
- A•• C••••••••• · ADVISOR · start date unknown Firm website
- P•••• G••••• · Chief of Staff · start date unknown Firm website
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. 30 portfolio relationships and 2 transactions are on this record.
30 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 14, 2022 | V•••••• B••••• | Growth investment | Sponsor (confirmed) | exited held 4.4 years | unknown | p••.com |
| May 14, 2022 | T•••• H••• | Type not stated | Sponsor (confirmed) | active held 4.4 years | unknown | p••.com |
| date unknown | V••••• V•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | P•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
All 30 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| May 14, 2022 | V•••••• B••••• | Growth investment | Sponsor (confirmed) | exited held 4.4 years | unknown | p••.com |
| May 14, 2022 | T•••• H••• | Type not stated | Sponsor (confirmed) | active held 4.4 years | unknown | p••.com |
| date unknown | V••••• V•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | P•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | I•• A•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•• R••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | E••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A•• V••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | U•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••• B••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | D•••• H•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••• O•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | O•• S•••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••••• F••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | F••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | O••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | K••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | C•••••• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | B•••••• C•••• B••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
22 not already shown above, of 24 most recent
- Mar 27, 2026••• Locked
- Feb 28, 2024••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
Full timeline · 24 eventsnewest first, including the LP commitments and deals above
- Mar 27, 2026••• Locked
- Feb 28, 2024••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
- May 14, 2022••• Locked
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- May 14, 2022••• Locked
Across the graphs
P••••••• C• 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.
Checking your plan…