DFX Intelligence
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F•••••••• F•••• L••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Chicago, ILf•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.9B
- PE fund assets
- $5.3B
- PE funds
- 22
- Investments held
- 49 of 128
- 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
- Sectors financial_services,software
- Graphs 2
- Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 21 of 21 distinct vehicles are sworn Private Equity Funds; 20 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $5.29bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 21 of 21 distinct vehicles are sworn Private Equity Funds; 20 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 30, 2026
- RAUM
- $7.9Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 22
- PE fund GAV, latest filing
- $5.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $8.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $5.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $5.3B, latest counts Private Equity Fund 19, lifetime distinct Private Equity Fund 21
- Employees
- 61
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
128 observed deals
Stated by the firm
- Sectors
- financial services, software
- 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
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 126, platform 1
- period
- to 2026-01-01, from 2005-01-01, undated holdings 62, dated observations 67
- window
- last 2023-08-22, first 2023-08-22
- control
- control 1, unknown 127
- companies
- 128
- geography
- investments
- 128
- seller kinds
- transactions
- 1
- cadence by year
- 2023 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 69
- disclosed value usd
- n 0
- sector distribution
- count 21, share 0.164, value financial services, examples PTMA Financial Solutions, JetPay, U.S. HNW and UHNW-Focused RIA Realized, B2B payment network for U.S.-LatAm money transfers, count 20, share 0.156, value business services, examples Provider of specialized insurance services Realized, Specialized accounting and financial consulting firm Realized, TRAKAmerica, LERETA, count 9, share 0.07, value healthcare services, examples Summit Behavioral Healthcare, MGA Homecare, Addiction treatment and behavioral health services Realized, IntegraCare Home Health, count 7, share 0.055, value software, examples Create Music Group, SaaS billing and order management platform Realized, Sticky.io, DASH Financial Technologies, count 4, share 0.031, value specialty distribution, examples Specialty distributor and manufacturer of medical products, Pharmaceutical distributor of generics and select brands, MobilityWorks, TopRx, count 2, share 0.016, value life sciences, examples Canadian Hospital Specialties, YPrime, count 2, share 0.016, value media telecom, examples Nettwerk, GoldState, count 2, share 0.016, value energy, examples Tech-enabled home improvement and solar financing Realized, Service Finance Company
- holding period years
- n 2, median 4.6
- repeat counterparties
- subsector distribution
- count 21, share 0.164, value financial services, examples PTMA Financial Solutions, JetPay, U.S. HNW and UHNW-Focused RIA Realized, B2B payment network for U.S.-LatAm money transfers, count 12, share 0.094, value insurance agencies brokerage, examples Provider of specialized insurance services Realized, Bridgehaven, Keystone, VALE Insurance Partners, count 7, share 0.055, value software, examples Create Music Group, SaaS billing and order management platform Realized, Sticky.io, DASH Financial Technologies, count 5, share 0.039, value management consulting, examples Specialized accounting and financial consulting firm Realized, Top 50 U.S. accounting and advisory firm, Independent reinsurance broker and capital advisory firm Realized, Elliott Davis, count 3, share 0.023, value home health, examples MGA Homecare, IntegraCare Home Health, Home nursing and hospice care provider Realized, count 3, share 0.023, value misc durable wholesale, examples Specialty distributor and manufacturer of medical products, Pharmaceutical distributor of generics and select brands, TopRx, count 2, share 0.016, value media telecom, examples Nettwerk, GoldState, count 2, share 0.016, value outpatient mental health substance, examples Summit Behavioral Healthcare, Addiction treatment and behavioral health services Realized
128 companies on the graph (1 transactions); most in financial services (21); 1 platforms and 1 add-ons; median observed hold 4.6 years (n=2); observed 2005 to 2026
Funds
21 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••••• C•• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $109M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• F••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $213M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• F••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $56.3M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• O•••••• F••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $13,366 as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• O•••••• F••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $3,529 as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• A•••• O••••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $566M as of Mar 29, 2024 | no Form D | Early deployment | |
| F•••••••• A•••• O••••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $49.2M as of Mar 29, 2024 | no Form D | Early deployment | |
| F•••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $1.2B as of Mar 29, 2024 | no Form D | Mature | |
| F•••••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $353M as of Mar 29, 2024 | no Form D | Mature | |
| F•••••••• O•••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $353M as of Mar 29, 2024 | no Form D | Active deployment | |
| F•••••••• O•••••• F••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2020 first reported on Form ADV | $102M as of Mar 29, 2024 | no Form D | Active deployment | |
| F•••••••• S•••••• A••••• F••• A•• •••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $105M as of Mar 29, 2024 | no Form D | Mature | |
| F•••••••• F••• I•• A•• •••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $105M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| F• D•• A••••••••• L•• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $46.5M as of Mar 29, 2022 | no Form D | Wound down | |
| F•••••••• F••• I•• A•• ••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $29.3M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| F•••••••• P•• A••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $384M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $1.1B as of Mar 29, 2024 | no Form D | Successor fundraising | |
| F•••••••• S•••••• A••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $167M as of Mar 29, 2024 | no Form D | Mature | |
| F•••••••• F••• I• •••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $246M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $155M as of Mar 29, 2024 | no Form D | Harvest | |
| F•••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 29, 2019 | no Form D | Wound down |
Team
78 current, 5 former
Managing partner (5)
- C••••••••• J••• A••••••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• J••• A••••••• · Managing Partner · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• J••••• E•••••• · Founder and Executive Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••• H•••••• · Vice Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• L•••••• B•••••••• · Vice Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (11)
- A•••• T••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• F• B••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B• E•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• A• H••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• J••••• E•••••• · Sole O•••• · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• T• O•• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A•••••• · Valuations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S• F•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• S• F•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S• F•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (9)
- C•••••• E•••• G••• · S••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• A•••••• B•••• · S••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• K•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• O• B•••••• · S••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• M• P•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S•••••••• · Director, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• E••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V•••• N••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (18)
- A••• H•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• L••••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• H••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• H•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••••• M•••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• H•••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• K••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• Y•• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K• S••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• J•••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• G••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• B•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• K•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• D••••• · S••••• Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• S•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• T••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• S••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (7)
- C•••••••• M•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• v•• K••••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• R••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••••••• · Associate, Portfolio Management · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• L••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• A••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (3)
- E•••• H•••• · Managing Director, Investor Relations & Capital Formation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• L•••• · Executive Assistant, Investor Relations & Capital Formation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• R•••• · Vice President, Investor Relations & Capital Formation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (19)
- C•••••• S••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••• H•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• S•••• · S••••• Associate, Human R•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• B••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• S••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••••• · Head of Human R•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••••• G••••••• · Corporate Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• N•• B••••• · Chief Compliance Officer, Chief Administrative Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• N•• B••••• · Chief Administrative Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• R••••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• M••••••••• · Compliance Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• C••• · S••••• Tax Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• P•••• · Vice President of Tax · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• W•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• P•••• · S••••• Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••• H•••••• · Chief Financial Officer · since Jul 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B••••••••• · Managing Director, Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• B••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- X••• L• · S••••• Fund Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (6)
- J••• B••••••• · S••••• Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• M•••••• · Corporate Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• T•••••• · Office Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••••• S••••••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• F••••• · S••••• Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• S•••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
5 former (kept with end dates)
- C•••••• E•••• G••• · Managing Director · Oct 1, 2005 to Mar 30, 2016 Inference
- E•••• A•••••• B•••• · Managing Director · Oct 1, 2005 to Mar 30, 2016 Inference
- S••••• L•••••• B•••••••• · Managing Director · Sep 1, 2008 to Mar 30, 2016 Inference
- P••••• A••••• S••••• · Chief Compliance Officer · Sep 1, 2008 to Aug 3, 2016 Inference
- H••••• H•••• · S••••• Principal · Aug 1, 2008 to Mar 31, 2015 Inference
Portfolio
128 relationships, 1 platforms, 1 add-ons
Showing 100 of 128 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 24, 2026 | Exit to a strategic buyer | A•••••• | Seller (confirmed) | prnewswire.com |
| Jul 14, 2026 | Exit to a strategic buyer | L••••• | Seller (confirmed) | lereta.com |
| Aug 22, 2023 | Add-on acquisition | T•• S•••••• V•••••• R•••• K•••••••• | Sponsor (derived) | lereta.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- L••••• F••••• • C•• L•• 4 shared · strong · last Jan 1, 2023
- L••••• • C•• L•••••• 4 shared · strong · last Jan 1, 2023
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
5 most recent
- Aug 24, 2026
- Jul 14, 2026
- Mar 30, 2026••• Locked
- Jan 22, 2026••• Locked
- Feb 13, 2012••• Locked
Across the graphs
F•••••••• F•••• 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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