DFX Intelligence
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G••••••• A•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Jackson, WYg•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $514M
- PE fund assets
- $263M
- PE funds
- 3
- Investments held
- 42 of 52
- Deals, last 12 months
- 4
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 technology,manufacturing
- Last 12 months 4Most recent 4 months agoPlatform deals 6
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 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 2024-07-15
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 22, 2022 to Aug 6, 2026
- RAUM
- $514Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $263Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $514Mevery private fund type, latest filing
- 2024 PE fund GAV
- $263Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-15, latest gav Private Equity Fund $263M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 12
- Headquarters
- Jackson, WY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
50 observed deals
Stated by the firm
- Sectors
- technology, manufacturing
- 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 18, unknown 27, platform 7
- period
- to 2026-05-01, from 2010-01-01, undated holdings 7, dated observations 69
- window
- last 2026-05-01, first 2020-06-16
- control
- control 24, unknown 28
- companies
- 50
- geography
- count 1, share 0.02, value WA, count 1, share 0.02, value NC
- investments
- 52
- seller kinds
- transactions
- 24
- cadence by year
- 2020 platforms 1, 2021 platforms 2, 2022 add ons 1, 2023 add ons 1, platforms 1, 2024 add ons 8, platforms 1, 2025 add ons 4, platforms 1, 2026 add ons 4
- platform add on
- add ons 18, platforms 7, add ons per platform 2.57
- sector known for
- 34
- disclosed value usd
- n 0
- sector distribution
- count 24, share 0.48, value education, examples Varsity Driving Academy, ABC Driving School and Testing Center, Coastline Academy, Summit Education, count 5, share 0.1, value software, examples VU Custom, Vucustom, D Tools, Appointmentplus, count 3, share 0.06, value industrial manufacturing, examples Mcafabrication, Mainstreetgourmet, Reclaimedtextiles, count 1, share 0.02, value consumer services, examples Vssta, count 1, share 0.02, value business services, examples Grandwelcome
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 24, share 0.48, value education, examples Varsity Driving Academy, ABC Driving School and Testing Center, Coastline Academy, Summit Education, count 5, share 0.1, value software, examples VU Custom, Vucustom, D Tools, Appointmentplus, count 1, share 0.02, value fabricated metal products, examples Mcafabrication, count 1, share 0.02, value food manufacturing, examples Mainstreetgourmet, count 1, share 0.02, value automotive repair, examples Vssta, count 1, share 0.02, value property management, examples Grandwelcome, count 1, share 0.02, value miscellaneous manufacturing, examples Reclaimedtextiles
50 companies on the graph (24 transactions); most in education (24); 7 platforms and 18 add-ons; observed 2010 to 2026
n 34, kind sector, period to 2026-05-01, from 2010-01-01, undated holdings 7, dated observations 69, stated technology,manufacturing, examples Varsity Driving Academy, ABC Driving School and Testing Center, Coastline Academy, Summit Education, Petaccio's Driving School, observed top education, observed share 0.71, stated evidence quote ••• Locked, source url https://g•••••••••.com/
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| G••••••• S••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $163M as of Jul 15, 2024 | no Form D | Early deployment | |
| G••••••• S••••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $100.0M as of Jul 15, 2024 | no Form D | Early deployment |
Team
11 current, 1 former
Managing partner (5)
- M•••• L••• M•••• · Founder, Chief Executive Officer · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• L••• M•••• · Founder & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• M•••• · founder and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••• M•••• · founder and general partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••• K•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (1)
- A•••••••• N•• K•••••• · Partner · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- B•••• N•••• · Investment Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- A••••• C•••• L•••• · Chief Financial Officer, Operating Partner · since Aug 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• B•••••• · operating partner, human resources · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••• · Chief financial officer, Operating partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- M•••••• H•••••• S•••••• · Chief Operating Officer / Chief Compliance Officer · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- K•••• K•••• M•••• · Chief Compliance Officer · Aug 1, 2021 to Jul 15, 2024 Inference
Portfolio
52 relationships, 7 platforms, 18 add-ons
Transactions
27 on record
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- A••••• A••••••• I••• 1 shared · one time · 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
47 most recent
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- Aug 6, 2026••• Locked
- Jun 5, 2025••• LockedPlatform investmentFactV••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jan 7, 2025
- Aug 7, 2024
- May 20, 2024
- Mar 27, 2024••• Locked
- Oct 17, 2023••• Locked
- Mar 22, 2022••• Locked
- Sep 22, 2021••• Locked
- Jul 27, 2021••• Locked
- Jun 16, 2020••• Locked
Across the graphs
G••••••• A•••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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