DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / T••• B••••• C•••••• P•••••••• L••
T••• B••••• C•••••• P•••••••• L••
T••• B••••• Capital Partners is a boutique private equity firm focused on North American small and lower middle market investments.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Middle marketdefined by: proxy: $3.65bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Classification history (3)
- Sep 16, 2026Fund of funds (probable, 75%, cls-pe-2)R1: 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Sep 16, 2026Fund of funds (probable, 75%, cls-pe-2)R1: 7 of 9 admitted vehicles carry the sworn fund-of-funds flag
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 7 of 7 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Jun 28, 2024
- RAUM
- $3.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $3.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-28, latest gav Private Equity Fund $3.6B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
- Employees
- 19
- Headquarters
- Chicago, IL
- Office address
- 123 N WACKER DR., STE. 1000, Chicago, IL, 60606
- Business phone
- 312-284-5600
Stated criteria beside observed behaviour
26 observed deals
Stated by the firm
- Sectors
- building products, technology
- 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
- We invest through both funds and direct equity opportunities alongside select sponsors.
Observed from deals on record
- roles
- unknown 24, platform 6
- period
- to 2026-07-30, from 2020-01-23, undated holdings 20, dated observations 16
- window
- last 2026-07-30, first 2020-01-23
- control
- control 6, unknown 24
- companies
- 26
- geography
- count 1, share 0.038, value MD
- investments
- 30
- seller kinds
- founder 1
- transactions
- 6
- cadence by year
- 2020 platforms 1, 2024 platforms 2, 2025 platforms 1, 2026 platforms 2
- platform add on
- add ons 0, platforms 6, add ons per platform 0
- sector known for
- 13
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.077, value consumer services, examples Quality Automotive Services, Chuze Fitness, count 2, share 0.077, value life sciences, examples 3 Boomerang Capital, Vion Biosciences, count 2, share 0.077, value healthcare services, examples Progressive Dental Marketing, One Physics, count 2, share 0.077, value business services, examples Magna Legal Services, Carnegie Dartlet Holdings, count 1, share 0.038, value financial services, examples Zelis, count 1, share 0.038, value media telecom, examples Shamrock Capital Advisors, count 1, share 0.038, value healthcare it, examples Tebra, count 1, share 0.038, value aerospace defense, examples Vance Street Capital
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16
- subsector distribution
- count 1, share 0.038, value automotive repair, examples Quality Automotive Services, count 1, share 0.038, value medical devices, examples 3 Boomerang Capital, count 1, share 0.038, value financial services, examples Zelis, count 1, share 0.038, value media telecom, examples Shamrock Capital Advisors, count 1, share 0.038, value dental, examples Progressive Dental Marketing, count 1, share 0.038, value medical diagnostic labs, examples One Physics, count 1, share 0.038, value fitness recreation, examples Chuze Fitness, count 1, share 0.038, value legal services, examples Magna Legal Services
26 companies on the graph (6 transactions); most in consumer services (2); 6 platforms and 0 add-ons; observed 2020 to 2026
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T••• B••••• T•••• F•••• L••• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $310M as of Jun 28, 2024 | no Form D | Unknown | |
| P•••••• S••••• F••• V• L• ADV: Private Equity Fund | Fund of funds | 2023 first reported on Form ADV | $994M as of Jun 28, 2024 | no Form D | Early deployment | |
| T••• B••••• N••••• G••• F•••• L• ADV: Private Equity Fund | Fund of funds | 2021 first reported on Form ADV | $491M as of Jun 28, 2024 | no Form D | Unknown | |
| P•••••• S••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | 2017 first reported on Form ADV | $963M as of Jun 28, 2024 | no Form D | Successor fundraising | |
| P•••••• S••••• F••• I••• L• ADV: Private Equity Fund | Fund of funds | 2014 first reported on Form ADV | $662M as of Jun 28, 2024 | no Form D | Unknown | |
| P•••••• S••••• F••• I•• L• ADV: Private Equity Fund | Fund of funds | unknown | $186M as of Jun 28, 2024 | no Form D | Harvest | |
| P•••••• S••••• F•••• L• ADV: Private Equity Fund | Fund of funds | unknown | $43.1M as of Jun 28, 2024 | no Form D | Mature | |
| T••• B••••• F•••• F••••••• F••• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| T••• B••••• P•••••• S••••• F••• V• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
25 current, 2 former
Partner (8)
- B•••• P•••••• G•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• P•••••• G•••••••• · Partner, Elected M•••••r · since Oct 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- F• M•••••• P•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F• M•••••• P•••••••• · Partner, Elected M•••••r · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• K•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••• L•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• J••• L•••••• · Partner, Elected M•••••r · since Apr 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z••• S•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- B••• W•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• F•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- E•••• C••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• R••••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- E•••• H•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• F••••• · Associate, Data Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (1)
- K•••• B••••••••• · Analyst · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (8)
- A••••• M••• · Office M•••••r · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• B••••• · Accounting Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• P••••• · Partner, Chief F••••cial Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• P••••• · Partner, Elected M•••••r, Chief F••••cial Officer, Chief Compliance Officer · since Apr 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- O••••• C••• · Senior Accounting Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• T••••••••• · Partner & Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• N•••••• · Vice President, Information Technology · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- D•••••• M•••• A••••••• · Member · Oct 1, 2005 to Jan 13, 2023 Inference
- J••••• E••••• D••••••• · Partner, Elected M•••••r · Apr 1, 2007 to Jan 13, 2023 Inference
Portfolio
30 relationships, 6 platforms, 0 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 30, 2026 | Platform acquisition | O•• P•••••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
| Jan 30, 2026 | Platform acquisition | T•••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
| Jan 23, 2025 | Platform acquisition | V••• B••••••••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
| Feb 7, 2024 | Platform acquisition | C••••••• D•••••• H••••••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
| Jan 10, 2024 | Platform acquisition | P••••••••• D••••• M•••••••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
| Jan 23, 2020 | Platform acquisition | I••••••••• L••• | Sponsor (confirmed) | xn--t-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
10 relationships
Placement agents (1)
- T•• L•••••• G••••• I••• 1 shared · one time · last Jan 1, 2018
Lenders (1)
- T••• B•••• C•••••• P••••••• 1 shared · one time · last Jan 23, 2020
Financial advisers (3)
- R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Feb 7, 2024
- J•••••••• L•• 1 shared · one time · last Jan 30, 2026
- K•••••• C•••••• M•••••• I••• 1 shared · one time · last Jan 23, 2020
Legal advisers (5)
- K••••••• • E•••• L•• 2 shared · recurring · last Jul 30, 2026
- W•••••• F••• • G•••••••• L•• 1 shared · one time · last Feb 7, 2024
- L•••••• 1 shared · one time · last Jan 23, 2020
- H••• W••• H•••••••• 1 shared · one time · last Jan 10, 2024
- J•••• D•• 1 shared · one time · last Jan 23, 2020
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
30 most recent
- Jul 30, 2026T••• B••••• Invests in O•• P••••••
- Jul 30, 2026July 30, 2026 T••• B••••• Invests in O•• P••••••
- May 5, 2026May 05, 2026 T••• B••••• Capital Partners Closes P•••••• S••••• Fund VI with More Than $855 Million in Commitments
- Apr 28, 2026April 28, 2026 T••• B••••• Capital Partners Appoints P•••••• dePenaloza as Head of Capital Formation and Investor Relations
- Mar 25, 2026T••• B••••• C•••••• P•••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 9 (roster 2026-09-01)
- Jan 30, 2026T••• B••••• Invests in T••••Platform investmentFactT••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jan 30, 2026January 30, 2026 T••• B••••• Invests in T••••
- Jan 23, 2025T••• B••••• Invests in V••• B•••••••••
- Jan 23, 2025January 23, 2025 T••• B••••• Invests in V••• B•••••••••
- Jun 12, 2024June 12, 2024 T••• B••••• Ranked on Pensions & Investments 2024 Largest Money M•••••rs List
- Feb 7, 2024T••• B••••• Invests in C••••••• D•••••• H•••••••
- Feb 7, 2024February 07, 2024 T••• B••••• Invests in C••••••• D•••••• H•••••••
- Jan 10, 2024T••• B••••• Invests in P••••••••• D••••• M••••••••
- Jan 10, 2024January 10, 2024 T••• B••••• Invests in P••••••••• D••••• M••••••••
- Oct 10, 2022October 10, 2022 T••• B••••• Invests in Alcanza Clinical Research
- Jun 27, 2022June 27, 2022 T••• B••••• Capital Partners Closes F•••• F••••••• Fund with More Than $880 Million in Commitments
- Jun 15, 2022June 15, 2022 T••• B••••• Invests in Infobase
- Jan 24, 2022January 24, 2022 T••• B••••• Invests in InnovateMR
- Mar 25, 2021March 25, 2021 T••• B••••• Invests in ViaQuest
- Mar 24, 2021March 24, 2021 T••• B••••• Capital Partners Announces Close of Small Market Buyout Fund
- Feb 26, 2020February 26, 2020 T••• B••••• Capital Partners Hires B••• W•••• as Senior Associate
- Jan 23, 2020T••• B••••• Invests in I••••••••• L••• (fka I••••••••• FlexPak)
- Jan 23, 2020January 23, 2020 T••• B••••• Invests in I••••••••• L••• (fka I••••••••• FlexPak)
- Dec 4, 2019December 04, 2019 Astorius Forms Strategic Partnership with T••• B••••• Capital Partners to Expand Private Equity Product Offering
- Jun 25, 2019June 25, 2019 T••• B••••• Capital Partners Appoints M••• P•••••••• as Partner to Expand Small Market Buyout Strategy
- Jun 25, 2019June 25, 2019 T••• B••••• Hires Ex-Five Points Partner to Lead Small Buyout Push
- Jan 11, 2019January 11, 2019 Windrose Health Investors Closes Fund V at $705MM
- May 9, 2018May 09, 2018 T••• B••••• Capital Partners Strengthens Investment Team, Hires New Principal
- May 9, 2018May 09, 2018 Symphony Technology Group Acquires Winshuttle Holdings, LLC
- Feb 14, 2012T••• B••••• C•••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
T••• B••••• C•••••• P•••••••• 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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