DFX Intelligence
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T•••• C•••••• M••••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYt•••••••.com
Buyout firm, based in New York, NY.
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
- $1.4B
- PE fund assets
- $546M
- PE funds
- 15
- 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
- Graphs 2
- Placement agents 2
- RAUM $1.4B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 14 of 16 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.55bn Private Equity Fund GAV on the Form ADV filed 2024-09-05
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 14 of 16 distinct vehicles are sworn P•••••• Equity Funds; 13 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 15, 2012 to Sep 11, 2026
- RAUM
- $1.4Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $546Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $547Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 88%
- Fund type mix
- filed 2024-09-05, latest gav Hedge Fund $510M, Private Equity Fund $546M, latest counts Hedge Fund 2, Private Equity Fund 13, lifetime distinct Hedge Fund 2, Private Equity Fund 14
- Employees
- 12
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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.
Funds
14 on record, 4 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••• P•••••• V••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $145M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $106M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $54.5M as of Sep 5, 2024 | no Form D | Early deployment | |
| T•••• P•••••• V••••••• V••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $48.8M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $41.8M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $36.9M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $20.5M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• X•••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $0 as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• V••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.2M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• V•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $5.9M as of Sep 5, 2024 | no Form D | Mature | |
| T•••• P•••••• V••••••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $237,977 as of Feb 8, 2024 | no Form D | Wound down | |
| T•••• P•••••• V••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $52.0M as of Sep 5, 2024 | no Form D | Mature | |
| T•••• P•••••• V••••••• I• M••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $25.6M as of Sep 5, 2024 | no Form D | Unknown | |
| T•••• P•••••• V••••••• I• M••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $6.0M as of Sep 5, 2024 | no Form D | Mature |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| P•••••• D• H•••••••• L• | P•••••• Equity Fund | 2026 to 2026 | $70.0M filed Sep 11, 2026 | reports.adviserinfo.sec.gov | |
| T•••• P•••••• V••••••• X••• L• | P•••••• Equity Fund | 2026 to 2026 | $54.5M filed Sep 11, 2026 | reports.adviserinfo.sec.gov | |
| S•••••••• I••••••••• H•••••••• L• | P•••••• Equity Fund | 2026 to 2026 | $50.0M filed Sep 11, 2026 | reports.adviserinfo.sec.gov | |
| S••••• N•••• H•••••••• L• | P•••••• Equity Fund | 2026 to 2026 | $46.9M filed Sep 11, 2026 | reports.adviserinfo.sec.gov |
Team
2 current, 0 former
Partner (1)
- B•••••• K•••••• · Member · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- B••••••• G••••••• B•••• · Chief Compliance Officer And Chief Financial Officer · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
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
2 relationships
Placement agents (2)
- G••• H••• • B•••••• A••••• P•• L••• 6 shared · very strong · last Jan 1, 2022
- O•• C••• S••••••••• L•• 5 shared · very strong · last Jan 1, 2022
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 23, 2026••• Locked
- Jun 15, 2012••• Locked
Across the graphs
T•••• C•••••• M••••••••• 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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