DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A••••• P•••••• A•••••• L••
Fund of fundsClassification candidateLower middle marketSEC registered investment adviser· Atlanta, GA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $562M
- PE fund assets
- $311M
- PE funds
- 20
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $100M to $50.0MSectors infrastructure,franchising
- Latest Form D Jul 13, 2026
- Graphs 5
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisFund of funds · 2 in historyShowHide
- Class
- Fund of fundscandidate, confidence 55%
- Basis
- 22 of 43 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Lower middle marketdefined by: proxy: $0.31bn P•••••• Equity Fund GAV on the Form ADV filed 2026-08-17
- Strategies
- Secondaries
Classification history (2)
- Sep 23, 2026Fund of funds (candidate, 55%)22 of 43 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Sep 13, 2026Fund of funds (probable, 75%)22 of 22 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)RAUM $562M · 20 PE funds · filed Aug 17, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Apr 10, 2017 to Aug 17, 2026
- RAUM
- $562Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 20
- PE fund GAV, latest filing
- $311Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $562Mevery private fund type, latest filing
- 2024 PE fund GAV
- $304Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 36%
- Fund type mix
- Private equity fund: 20 funds, $311M reported gross assets
- Real estate fund: 20 funds, $149M reported gross assets, 24 ever reported
- Venture capital fund: 8 funds, $53.2M reported gross assets
- Other private fund: 4 funds, $49.6M reported gross assets
- Employees
- 14
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Infrastructure, franchising
- 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
- $100M to $50.0M
- 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.
46 families, 46 vehicles on record, 1 more on the reporting tape
A••••• S•••••••• F••• L•• · 1 vehicle · vintage 2025$27.2M
- A••••• S•••••••• F••• L•• Secondaries fund · 2025$27.2M
A••••• A•••• F••• I•• L•• · 1 vehicle · vintage 2024$87.1M
- A••••• A•••• F••• I•• L•• Fund of funds · 2024$87.1M
A••••• G•••••• P•••••• O•••••••• F••• L•• · 1 vehicle · vintage 2024$62.4M
- A••••• G•••••• P•••••• O•••••••• F••• L•• Fund of funds · 2024$62.4M
A••••• T•••• F••• L•• · 1 vehicle · vintage 2023$20.9M
- A••••• T•••• F••• L•• Fund of funds · 2023$20.9M
A••••• D•••••• F••• 2• L•• · 1 vehicle · vintage 2023$13.0M
- A••••• D•••••• F••• 2• L•• Fund of funds · 2023$13.0M
Co-investment vehicles · 1 vehicle · vintage 2026$2.3M
- A••••• C••••••••• F••• L•• Co-investment vehicle · 2026$2.3M
40 smaller families are in the full list of vehicles.
View all 46 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• C••••••••• F••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2026 Form D first sale | $2.3M as of Aug 17, 2026 | $2.3M | Unknown | |
| A••••• S•••••••• F••• L•• ADV: P•••••• Equity Fund | Secondaries fund | 2025 Form D first sale | $27.2M as of Aug 17, 2026 | $27.8M | Unknown | |
| A••••• A•••• F••• I•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2024 Form D first sale | $87.1M as of Aug 17, 2026 | $92.1M | Early deployment | |
| A••••• G•••••• P•••••• O•••••••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2024 Form D first sale | $62.4M as of Aug 17, 2026 | $58.9M | Early deployment | |
| A••••• T•••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 Form D first sale | $20.9M as of Aug 17, 2026 | $17.8M | Active deployment | |
| A••••• D•••••• F••• 2• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 Form D first sale | $13.0M as of Aug 17, 2026 | $13.3M | Unknown | |
| A••••• B••••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $11.0M as of Aug 17, 2026 | $10.4M | Mature | |
| A••••• E•••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $10.9M as of Aug 17, 2026 | $11.0M | Unknown | |
| A••••• G••••• E••••• 2• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $9.9M as of Aug 17, 2026 | $12.6M | Unknown | |
| A••••• S•••• G••••• F••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $7.1M as of Aug 17, 2026 | $6.2M | Mature | |
| A••••• K•••••• P••••••• P• L•• ADV: R••• E••••• Fund | Fund of funds | 2022 Form D first sale | $5.1M as of Aug 17, 2026 | $5.3M | Active deployment | |
| A••••• V••••• P• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 Form D first sale | $2.0M as of Aug 17, 2026 | $3.6M | Harvest | |
| A••••• S••••• L••••• 2• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $5.6M | Unknown |
| A••••• D••••••••• R••• E••••• C•• I• L•• | Real estate fund | 2022 Form D first sale | unknown | no reporting | $5.5M | Unknown |
| A••••• S•• E••••••• S••• 3• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $9.6M | Unknown |
| A••••• S•••••• F••• 4• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $16.4M | Unknown |
| A••••• B••••••••• F•••• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $7.3M | Unknown |
| A••••• E••••••• S••• D••••••••• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $4.5M | Unknown |
| A••••• P•••••• C••••• 2• P•• L•• | Credit fund | 2022 Form D first sale | unknown | no reporting | $14.5M | Unknown |
| A••••• A•••••• S•••••• P•• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $3.3M | Unknown |
| A••••• G••• G••••• V•••••• P•• L•• | Growth fund | 2022 Form D first sale | unknown | no reporting | $6.2M | Unknown |
| A••••• S•••••• F••• 3• P•• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $15.6M | Unknown |
| A••••• A•••• F••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $20.0M as of Aug 17, 2026 | $17.8M | Mature | |
| A••••• H••••••• P••••••• P• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $6.9M as of Aug 17, 2026 | $2.7M | Active deployment | |
| A••••• G••••• E••••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | 2021 Form D first sale | $3.7M as of Aug 17, 2026 | $7.4M | Harvest | |
| A••••• G•• I• P• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $18.6M | Unknown |
| A••••• S•• L•••• S•••••• P•• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $3.6M | Unknown |
| A••••• S•• E••••••• S••• P• 2• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $6.3M | Unknown |
| A••••• P•••• P• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $835,000 | Unknown |
| A••••• M•••••• P••••••• P•• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $5.1M | Unknown |
| A••••• S••••••• D•••••• P•• L•• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $0 | Unknown |
| A••••• R••• P•• L•• ADV: R••• E••••• Fund | Fund of funds | 2020 Form D first sale | $3.9M as of Aug 17, 2026 | no Form D | Mature | |
| A••••• B•• B••• P• 2• L•• ADV: P•••••• Equity Fund | Fund of funds | 2020 Form D first sale | $676,540 as of Aug 17, 2026 | $325,000 | Mature | |
| A••••• H••••• H•••••• P• 2• L•• ADV: Venture Capital Fund | Fund of funds | 2020 Form D first sale | $83,254 as of Aug 17, 2026 | no Form D | Harvest | |
| A••••• S•• E••••••• S•••• L•• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | $6.3M | Unknown |
| A••••• B••••••• S•••••• P•••••••• L•• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | $1.0M | Unknown |
| A••••• S••• S•••••• P• L•• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | no Form D | Unknown |
| A••••• O•••• A••••• P•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 Form D first sale | $9.6M as of Aug 17, 2026 | no Form D | Unknown | |
| A••••• B••• S••• P•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $5.4M as of Aug 17, 2026 | no Form D | Unknown | |
| A••••• B•• B••• P•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2019 Form D first sale | $2.2M as of Aug 17, 2026 | no Form D | Mature | |
| A••••• L•••• 5• P•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2019 Form D first sale | $1.7M as of Aug 17, 2026 | no Form D | Harvest | |
| I••••••••• A••••• P•• L•• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Lifecycle unknown |
| I••••••••• A••••• P•••• L•• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Lifecycle unknown |
| A••••• C•••••• P• L•• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Lifecycle unknown |
| A••••• B•••••••• K•• P•• L•• ADV: R••• E••••• Fund | buyout or unlabelled | 2018 Form D first sale | $989,815 as of Aug 17, 2026 | no Form D | Harvest | |
| A••••• S•• I• L•• ADV: Venture Capital Fund | buyout or unlabelled | 2018 Form D first sale | $101 as of Aug 17, 2026 | no Form D | Harvest |
Gross assets by year from the annual reporting tape1 more fund, not yet on the fund tableShowHide
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 |
|---|---|---|---|---|---|
| A••••• D••••••••• E••••• C•• I• L•• | P•••••• Equity Fund | 2022 to 2026 | $6.8M filed Aug 17, 2026 | reports.adviserinfo.sec.gov |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: 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.
5 current, 4 former
- Chief Executive Officer · since Jan 1, 2022
- Chief Compliance Officer · since Jan 1, 2024
- Chief Financial Officer · since Jan 1, 2024
- Trustee Of Members · since Dec 1, 2021
- Trustee Of Members · since Dec 1, 2021
Full team · 5 peoplegrouped by role, with sources
Managing partner (1)
- D•••• F•••••••• · Chief Executive Officer · since Jan 1, 2022 Form ADV
Board or advisory (2)
- M•••••• R••• R••••• · Trustee Of Members · since Dec 1, 2021 Form ADV
- M••••••• B•••• R••••• · Trustee Of Members · since Dec 1, 2021 Form ADV
Platform (2)
- A•••• A•••• · Chief Compliance Officer · since Jan 1, 2024 Form ADV
- C••••• A••••• · Chief Financial Officer · since Jan 1, 2024 Form ADV
4 former (kept with end dates)
- C•••• M••••• E•••• · Managing Member · Jan 1, 2018 to Mar 31, 2022 Inference
- M•••••• R••• R••••• · Member · Jan 1, 2001 to Mar 31, 2022 Inference
- M••••••• B•••• R••••• · Member · Jan 1, 2001 to Aug 20, 2024 Inference
- W••••• H•••• M••• · Member · Nov 1, 2016 to Jan 17, 2018 Inference
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
2 most recent
Across the graphs
A••••• P•••••• A•••••• L•• 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.
Checking your plan…
Not yet on record: investments held, deals, last 12 months.