DFX Intelligence
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H•••••• F••• A•••••••• I•••
Venture firm with private equity activityClassification probableMiddle marketSEC registered investment adviser· Birmingham, ALh••••••.net
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.8B
- PE fund assets
- $2.8B
- PE funds
- 16
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors financial_services,energy
- Latest Form D Jun 23, 2026
- Graphs 5
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Size band
- Middle marketdefined by: proxy: $2.78bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- GROWTH EQUITY, INFRASTRUCTURE, PRIVATE CREDIT
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser CORPORATE_VENTURE
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 22 P•••••• Equity Fund(s) among 82 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 20, 2012 to Mar 31, 2026
- RAUM
- $7.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 16
- PE fund GAV, latest filing
- $2.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $6.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 27%
- Fund type mix
- filed 2024-03-29, latest gav Hedge Fund $248M, Real Estate Fund $2.0B, Other Private Fund $8.9M, Private Equity Fund $2.8B, Venture Capital Fund $202M, latest counts Hedge Fund 9, Real Estate Fund 15, Other Private Fund 1, Private Equity Fund 10, Venture Capital Fund 4, lifetime distinct Hedge Fund 17, Real Estate Fund 31, Other Private Fund 4, Private Equity Fund 22, Venture Capital Fund 8
- Employees
- 167
- Headquarters
- Birmingham, AL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, 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
- ••• Locked
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
24 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•• V•• P••••••• F••• I•• L• | Feeder or parallel | 2026 Form D first sale | unknown | no reporting | $75.0M | Fundraising |
| V•••• C••••••••• L••• | Co-investment vehicle | 2026 Form D first sale | unknown | no reporting | $126M | Fundraising |
| H•••••• C••••• S•••••••• F••• V• L• ADV: P•••••• Equity Fund | Credit fund | 2023 first reported on Form ADV | $54.6M as of Mar 29, 2024 | no Form D | Early deployment | |
| H••• I• P••••••• F••• ADV: P•••••• Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $13.5M as of Mar 29, 2024 | no Form D | Unknown | |
| H•••••• G••••••• C••••••••• F••• I•• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $508,408 as of Apr 3, 2023 | no Form D | Wound down | |
| H•••••• G••••••• C••••••••• F•••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $185M as of Mar 29, 2024 | no Form D | Early deployment | |
| G••••• P•••• I••••••••• L•• ADV: P•••••• Equity Fund | Infrastructure fund | 2021 first reported on Form ADV | $621M as of Mar 28, 2022 | no Form D | Wound down | |
| H•••••• I••••••••• V•• L• ADV: P•••••• Equity Fund | Infrastructure fund | 2021 first reported on Form ADV | $276M as of Mar 29, 2024 | no Form D | Active deployment | |
| N• H•••••• A••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $48.1M as of Mar 28, 2019 | no Form D | Wound down | |
| H••• I• P••••••• F•••• a• S••••••• o• H•••••• E••••••• P••••••• P•••••••• a• L••••••••• S••• O•••••••• A• a• R••••••• A••••••••• I• ADV: P•••••• Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $11.8M as of Mar 28, 2019 | no Form D | Wound down | |
| H•••••• E••••••• G••••• C•••••• F••• I•• S••• ADV: P•••••• Equity Fund | Growth fund | 2018 first reported on Form ADV | $241M as of Feb 1, 2021 | no Form D | Wound down | |
| H•••••• C••••• S•••••••• F••• I•• L••• ADV: P•••••• Equity Fund | Credit fund | 2018 first reported on Form ADV | $222M as of Mar 29, 2024 | no Form D | Mature | |
| H••• C••••••••• I• L• ADV: P•••••• Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $18.9M as of Mar 28, 2019 | no Form D | Wound down | |
| H•••••• P•••• F••• V• ••••• L•• ADV: P•••••• Equity Fund | Infrastructure fund | 2016 first reported on Form ADV | $17.7M as of Mar 29, 2024 | no Form D | Harvest | |
| H•••••• P•••••• E••••• F••• I••• L•• ADV: P•••••• Equity Fund | Buyout fund | 2015 first reported on Form ADV | $30.4M as of Mar 31, 2015 | no Form D | Wound down | |
| G••• P•••••• P••••• L•• ADV: P•••••• Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $1.9B as of Mar 29, 2024 | no Form D | Harvest | |
| H•••••• E••••••• G••••• C•••••• F••• I• L• ADV: P•••••• Equity Fund | Growth fund | 2014 first reported on Form ADV | $60.4M as of Feb 1, 2021 | no Form D | Wound down | |
| H•••••• P•••• F••• V• L•• ADV: P•••••• Equity Fund | Infrastructure fund | 2013 first reported on Form ADV | $104M as of Mar 29, 2024 | no Form D | Harvest | |
| H•••••• M•••••••• P••••••• I•• • L• ADV: P•••••• Equity Fund | Credit fund | unknown | $53.6M as of Mar 29, 2024 | no Form D | Harvest | |
| H•••••• P•••• F••• I••• L•• ADV: P•••••• Equity Fund | Infrastructure fund | unknown | $5.9M as of Mar 31, 2021 | no Form D | Wound down | |
| H•••••• A••••••••• P•••••• E••••• F••• I• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $5.3M as of Mar 31, 2021 | no Form D | Wound down | |
| H•••••• P•••••• E••••• F••• I•• L•• ADV: P•••••• Equity Fund | Buyout fund | unknown | $4.8M as of Apr 10, 2017 | no Form D | Wound down | |
| S•• C••••••••• L• ADV: P•••••• Equity Fund | Co-investment vehicle | unknown | $2.5M as of Mar 31, 2015 | no Form D | Wound down | |
| H•••••• M•••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Credit fund | unknown | $67,751 as of Mar 29, 2024 | no Form D | Mature |
Team
9 current, 5 former
Managing partner (1)
- J•••• T••••• P•••••••• · President & Chief Operating Officer · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (3)
- J••• M•••••• H•••••• · Shareholder · 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)
- M••• K•••••• B••••• · Shareholder · 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)
- R•••••• J•••• H•••••• · Shareholder · since Nov 1, 1993 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••• F•••••••• B••••• · Executive Vice President & Senior Managing Director, Absolute Return Strategies · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Capital markets (1)
- L•• W••••• P•••••• · Global Head Of Capital Markets · since Mar 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- J••• M••••••••• · Executive Vice President, General Counsel & Secretary · since Mar 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• C••••• B••••• · Vice President & Chief Compliance Officer · since Jul 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• J•••• H•••••• · Executive Vice President & Chief Financial Officer · since Jan 1, 2021 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)
- M•••••• D•••••• L••• · President & Chief Operating Officer · Feb 1, 2004 to Mar 30, 2016 Inference
- D•••• A••• B••••••• · Executive Vice President & Chief Financial Officer · Nov 1, 1993 to Mar 30, 2016 Inference
- S•••• J••• K••••• · Executive Vice President & Chief Financial Officer · Jan 1, 2016 to Mar 31, 2021 Inference
- W•••••• W••• B••••• · Director · Dec 1, 1996 to Mar 30, 2016 Inference
- C•••••• D••••• M••••• · Executive Vice President & Head Of Global Distribution · Nov 1, 2001 to Mar 30, 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
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (6)
- D•••• A••••••••• L•• 6 shared · very strong · last Jan 1, 2023
- E•••• F•••••••• C••••••••• L•• 3 shared · strong · last Jan 1, 2019
- A••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2019
- F••• G•••••• L•••••• 2 shared · recurring · last Jan 1, 2019
- S••• E••••••••• P•• L•••••• 2 shared · recurring · last Jan 1, 2014
- A••••• C•••••• G•••• A••••••• L•• 1 shared · one time · last Jan 1, 2021
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
2 most recent
- Mar 31, 2026••• Locked
- Mar 20, 2012••• Locked
Across the graphs
H•••••• F••• A•••••••• I••• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1Real Estate Funds1
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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