DFX Intelligence
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T•••••• H••• M••••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Dallas, TXt•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.2B
- PE fund assets
- $2.0B
- PE funds
- 7
- Investments held
- 30 of 37
- Deals, last 12 months
- 2
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 consumer
- Last 12 months 2Most recent this monthPlatform deals 1
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 8 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.97bn Private Equity Fund GAV on the Form ADV filed 2024-11-26
Classification history (2)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 8 distinct vehicles are sworn Private Equity Funds; 7 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 Nov 26, 2024
- RAUM
- $2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $2.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 88%
- Fund type mix
- filed 2024-11-26, latest gav Private Equity Fund $2.0B, Securitized Asset Fund $266M, latest counts Private Equity Fund 7, Securitized Asset Fund 1, lifetime distinct Private Equity Fund 7, Securitized Asset Fund 1
- Employees
- 36
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
36 observed deals
Stated by the firm
- Sectors
- consumer
- 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
- unknown 36, platform 1
- period
- to 2026-08-28, from 2026-03-05, undated holdings 34, dated observations 5
- window
- last 2026-08-28, first 2026-03-05
- control
- control 1, unknown 36
- companies
- 36
- geography
- investments
- 37
- seller kinds
- transactions
- 2
- cadence by year
- 2026 platforms 1, other deals 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.056, value consumer services, examples Visterra Landscape Group, Elevation Landscape Group, count 1, share 0.028, value life sciences, examples Growth & Strategy, count 1, share 0.028, value industrial services, examples Steadpoint Industrial Services
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16
- subsector distribution
- count 2, share 0.056, value landscaping, examples Visterra Landscape Group, Elevation Landscape Group, count 1, share 0.028, value life sciences, examples Growth & Strategy, count 1, share 0.028, value industrial machinery repair, examples Steadpoint Industrial Services
36 companies on the graph (2 transactions); most in consumer services (2); 1 platforms and 0 add-ons; observed 2026 to 2026
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•••••• H••• P••••••• V••• a• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $158M as of Nov 26, 2024 | no Form D | Unknown | |
| T•••••• H••• P••••••• C•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $649M as of Nov 26, 2024 | no Form D | Unknown | |
| T•••••• H••• P••••••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $418M as of Nov 26, 2024 | no Form D | Early deployment | |
| T•••••• H••• P••••••• V•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $177M as of Nov 26, 2024 | no Form D | Early deployment | |
| T•••••• H••• P••••••• V• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $404M as of Nov 26, 2024 | no Form D | Successor fundraising | |
| T•••••• H••• P••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $164M as of Nov 26, 2024 | no Form D | Harvest | |
| T•••••• H••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.1M as of Nov 26, 2024 | no Form D | Harvest |
Team
79 current, 14 former
Managing partner (4)
- B••••• K•••••• · Sr. Director, Head of CEO Program · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R•••••• A••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• D•••• · Senior Partner, Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S•••• · Senior Partner, Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (11)
- A••••• C•••• · Manager, Strategic Initiatives · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• R•••••• A••• · Limited Partner · 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)
- D••••• S••••• D•••• · Senior Partner · since Feb 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F••••• S•••• · Manager, R••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• B• G•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• E••••• M••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• G••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D••••• O•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• R••••••• · Manager, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• J••• S•••• · Senior Partner · since Feb 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (6)
- A••• F•••• · Director, Head of M&A Program · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D•••• M••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K••• T•••••• · Senior Director, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• H••••• P••• · Principal, R••••••• & S••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• B•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (12)
- D•••• F•• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C••••••• · Senior Associate, R••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• H•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• G••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J• G••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••••• K•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• G•••• · Senior Associate, R••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• F•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• K•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••••• P•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••••• E••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (15)
- A••••• W••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• W••••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• M•••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• G••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• M••••••• D••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• K••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• H••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• H••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• K••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• P•••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• F••••••••• · Associate, Direct Sourcing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (4)
- A••• F••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• X•• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• E•••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• Y••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (2)
- A••••• B•••••• · Senior Associate, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• H••••• C•••••• · Partner, Origination · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Capital markets (1)
- J••••• M••••• · Director, Head of Capital Markets · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- N••••• L•••••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (21)
- A••••• D••••• · Director, S••••••• & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• K••••• · Director, S••••••• & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• A•••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• C••• · Recruiter · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• T••••• · Senior Vice President, F•••nce · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• G••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• T•••• · Senior Director of Talent · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• E••• · Manager, Talent Programs & Ops · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• B••••• · Recruiting Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• W••••••••• · Manager, Executive Recruiting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• O••••• · Director, F•••nce & Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• N•• A••••• · Chief Compliance Officer/Chief F•••ncial Officer · since Nov 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• N•• A••••• · CFO, CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• G••••••• · Senior Vice President, Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A•••• · Director, S••••••• & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• G••••• · Director, Head of CFO Program · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• J••• · Executive Recruiter · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• M••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• P••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• G••••••• · Manager, S••••••• & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••••• S•••• · Revenue Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- A•••• L•••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• P•••• G•••••••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
14 former (kept with end dates)
- J•••• R•••••• H•••••• · Trustee · Feb 1, 2004 to Mar 29, 2016 Inference
- S••••• W• C•••• · Trustee · Jan 1, 2015 to Mar 29, 2022 Inference
- G•••••• B• G•••• · Partner · May 1, 2016 to Mar 29, 2024 Inference
- H••••• R••• P••••••• · Partner · Mar 1, 2006 to Mar 22, 2017 Inference
- M•••••• C•••••• S•••••••• · Partner · Jun 1, 2009 to Mar 29, 2024 Inference
- S•••• H••••• C•••••• · Partner · Feb 1, 2004 to Mar 29, 2024 Inference
- W•••••• K••••• B•••• · Partner · Dec 1, 2008 to Mar 29, 2022 Inference
- C••••• L•••• S•••• · Chief F•••ncial Officer · Jun 1, 2005 to Mar 29, 2022 Inference
- R••• W•••••• H••••••• · Chief F•••ncial Officer And Chief Compliance Officer · Aug 1, 2018 to Mar 29, 2024 Inference
- G••••• E••••• M••••• · Principal · Sep 1, 2019 to Mar 29, 2024 Inference
- J••• D••••• O•••• · Principal · Jul 1, 2015 to Mar 29, 2024 Inference
- B•••• A••••• R••••••••• · Senior Associate · Jul 1, 2016 to Mar 25, 2019 Inference
- J••• D•••• M••••• · Vice President · Dec 1, 2021 to Mar 29, 2024 Inference
- S•••••• H••••• P••• · Vice President · Dec 1, 2021 to Mar 29, 2024 Inference
Portfolio
37 relationships, 1 platforms, 0 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 28, 2026 | Type not stated | F••••• M••••••••• P••••••• | Sponsor (confirmed) | prnewswire.com |
| Mar 5, 2026 | Platform acquisition | B••••• C••••••••• G•••• | Sponsor (confirmed) | americandiscoverycapital.com |
Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (5)
- C••••• S••••• S••••••••• •••• L•• 4 shared · strong · last Jan 1, 2023
- B•••••••• P••••••• L•• 1 shared · one time · last Jan 1, 2013
- A•••••• A••••••• 1 shared · one time · last Jan 1, 2024
- C••••• S••••• 1 shared · one time · last Jan 1, 2019
- C•••• P•••• C•••••• L•• 1 shared · one time · last Jan 1, 2014
Financial advisers (2)
- A••••••• D•••••••• A••••••• L•• 1 shared · one time · last Mar 5, 2026
- C••••• R•• 1 shared · one time · last Aug 28, 2026
Legal advisers (3)
- K••••••• • E•••• L•• 2 shared · recurring · last Aug 28, 2026
- D••••••• • S•••• L•• 1 shared · one time · last Aug 28, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last Mar 5, 2026
LP commitments
1 disclosed
- N•• Y••• S•••• C••••• R••••••••• F••• in T•••••• H••• P••••••• I••• L• $30.0M osc.ny.gov
Events
4 most recent
- Aug 28, 2026C••••• R•• Advises Investment in F••••• M••••••••• P•••••••
- Mar 31, 2026T•••••• H••• M••••••••• L•••: Private Equity Funds on Form ADV 7 (2024 extract) -> 10 (roster 2026-09-01)
- Mar 5, 2026T•••••• H••• Partners Establishes New Economic C••••••••• and Dispute Advisory Platform With Investment in B••••• C••••••••• G••••
- Feb 13, 2012T•••••• H••• M••••••••• L••• first filed Form ADV in the extract (IA)
Across the graphs
T•••••• H••• M••••••••• L••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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