DFX Intelligence
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V••• C•••••• R••• L•
InfrastructureClassification probableLower middle marketSEC registered investment adviser· Dallas, TX
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.8B
- PE fund assets
- $22.8M
- PE funds
- 2
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. Last change: 18 Feb 2026, Filed a Form D on 18 Feb 2026, the first public sign that a vehicle is taking commitments.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisInfrastructure · 1 in historyShowHide
- Class
- Infrastructureprobable, confidence 70%
- Basis
- 2 of 2 private equity vehicles are named infrastructure
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-07-01
- Strategies
- Infrastructure
Classification history (1)
- Sep 13, 2026Infrastructure (probable, 70%)2 of 2 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)RAUM $1.8B · 2 PE funds · filed Mar 30, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Dec 8, 2011 to Mar 30, 2026
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $22.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $56.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $22.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- Hedge fund: 1 fund, $31.7M reported gross assets
- Private equity fund: 2 funds, $22.8M reported gross assets
- Other private fund: 1 fund, $2.0M reported gross assets
- Employees
- 17
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Financial services
- 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.
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.
3 families, 3 vehicles on record
V••• D•••••• I••••••••• F••• L• · 1 vehicle · vintage 2023$19.5M
- V••• D•••••• I••••••••• F••• L• Infrastructure fund · 2023$19.5M
V••• W••••••• I••••••••• F••• L• · 1 vehicle · vintage 2018$3.3M
- V••• W••••••• I••••••••• F••• L• Infrastructure fund · 2018$3.3M
V•• O•• • G•• P•••••• I• L• · 1 vehicle · vintage 2014$2.0M
- V•• O•• • G•• P•••••• I• L• Fund of funds · 2014$2.0M
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V••• D•••••• I••••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | 2023 Form D first sale | $19.5M as of Mar 30, 2026 | $19.6M | Early deployment | |
| V••• W••••••• I••••••••• F••• L• ADV: Private Equity Fund | Infrastructure fund | 2018 first reported on Form ADV | $3.3M as of Mar 30, 2026 | no Form D | Mature | |
| V•• O•• • G•• P•••••• I• L• ADV: Other Private Fund | Fund of funds | 2014 Form D first sale | $2.0M as of Mar 30, 2026 | no Form D | Harvest |
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.
4 current, 0 former
- Member · since Nov 1, 2003
- Director of Investments
- Director, Certified Financial Planner, Client Relationship Manager
- Controller, Director of Accounting and Administration
Full team · 4 peoplegrouped by role, with sources
Partner (1)
- J•••••• G••••• R••• · Member · since Nov 1, 2003 Form ADV Firm website
Principal (1)
- W••••• P••••••• C•• · Director of Investments · start date unknown Firm website
Operating partner (1)
- S•••••••• B••• · Director, Certified Financial Planner, Client Relationship Manager · start date unknown Firm website
Platform (1)
- R•• F••••• · Controller, Director of Accounting and Administration · 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. 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
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
1 most recent
- Dec 8, 2011••• Locked
Across the graphs
V••• C•••••• R••• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.