DFX Intelligence
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L••••••• C•••••• P••••••• H••••••• L••••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Grand Cayman
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $344M
- PE funds
- 4
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Placement agents 1
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 10 of 10 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.34bn Private Equity Fund GAV on the Form ADV filed 2026-03-12
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)10 of 10 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)9 of 9 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)4 PE funds · filed Mar 12, 2026ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Mar 24, 2017 to Mar 12, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $344Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $344Mevery private fund type, latest filing
- 2024 PE fund GAV
- $344Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 4 funds, $344M reported gross assets, 10 ever reported
- Employees
- unknown
- Headquarters
- Grand Cayman, Cayman Islands
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviourno criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
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.
6 families, 9 vehicles on record
C•••• C•• P•••• S•••••••• I••••••••• F••• L••• · 1 vehicle · vintage 2023$83.7M
- C•••• C•• P•••• S•••••••• I••••••••• F••• L••• buyout or unlabelled · 2023$83.7M
E••••••• B••••••••• L••• I••••••••• F••• L••• · 2 vehicles · vintage 2021$212M
- E••••••• B••••••••• L••• I••••••••• F••• L••• buyout or unlabelled$208M
- E••••••• B••••••••• L••• I••••••••• •••••••• F••• L••• buyout or unlabelled · 2021$3.2M
C•••• C•• P•••• I••••••••• F••• I• L••• · 2 vehicles · vintage 2018$261M
- C•••• C•• P•••• I••••••••• F••• I• L••• buyout or unlabelled · 2018$227M
- C•••• C•• P•••• I••••••••• F••• I••• L••• Feeder or parallel · 2019$34.4M
E••••••• B••••••••• L••• I••••••••• F••• I•• L••• · 2 vehicles$399M
- E••••••• B••••••••• L••• I••••••••• F••• I•• L••• buyout or unlabelled$368M
- E••••••• B••••••••• L••• I••••••••• •••••••• F••• I•• L••• buyout or unlabelled$30.9M
C•••• C•• P•••• I••••••••• F••• L••• · 1 vehicle$340M
- C•••• C•• P•••• I••••••••• F••• L••• buyout or unlabelled$340M
1 smaller family is in the full list of vehicles.
View all 9 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••• C•• P•••• S•••••••• I••••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $83.7M as of Mar 12, 2026 | $0 | Unknown | |
| E••••••• B••••••••• L••• I••••••••• •••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $3.2M as of Mar 12, 2026 | no Form D | Harvest | |
| C•••• C•• P•••• I••••••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $34.4M as of Mar 26, 2020 | no Form D | Wound down | |
| C•••• C•• P•••• I••••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $227M as of Mar 12, 2026 | no Form D | Unknown | |
| E••••••• B••••••••• L••• I••••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $368M as of Jun 30, 2017 | no Form D | Harvest | |
| C•••• C•• P•••• I••••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $340M as of Jun 30, 2017 | no Form D | Mature | |
| E••••••• B••••••••• L••• I••••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $208M as of Jun 30, 2017 | no Form D | Unknown | |
| E••••••• B••••••••• L••• C••• I••••••••• F••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $120M as of Jun 30, 2017 | no Form D | Harvest | |
| E••••••• B••••••••• L••• I••••••••• •••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $30.9M as of Mar 12, 2026 | no Form D | Unknown |
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, 1 former
- Shareholder · since Mar 1, 2008
- Director · since Jul 1, 2016
- Director · since Apr 1, 2014
- Director · since Jul 1, 2016
- Director · since Jul 1, 2018
Full team · 5 peoplegrouped by role, with sources
Partner (1)
- J•••• C•••••• W•••••••• G••••••• · Shareholder · since Mar 1, 2008 Form ADV
Principal (4)
- A•••••••• H•••••••• · Director · since Jul 1, 2016 Form ADV
- D••••• J•••• A••••• G••••••• · Director · since Apr 1, 2014 Form ADV
- F•••••• S••••• · Director · since Jul 1, 2016 Form ADV
- K••••• H•• · Director · since Jul 1, 2018 Form ADV
1 former (kept with end dates)
- C••• K••• L•• · Director, Cfo, Chief Compliance Officer · Jul 1, 2016 to Mar 29, 2019 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
1 relationships
Placement agents (1)
- M•••••• C•••••• A•••••••• L•• 1 shared · one time · last Jan 1, 2013
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
Not yet on record: regulatory AUM, investments held, deals, last 12 months.