DFX Intelligence
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F•• F•••••••• A•••••••• L••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Indianapolis, INf•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $2.5M
- PE funds
- 2
- Investments held
- 0 of 37
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 2
- RAUM $1.1B
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 2 of 2 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: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-10-21
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 2 of 2 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 13, 2018 to Jul 24, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $2.5Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $11.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $2.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-10-21, latest gav Private Equity Fund $2.5M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 18
- Headquarters
- Indianapolis, IN
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
37 observed deals
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
- roles
- unknown 37
- period
- to unknown, from unknown, undated holdings 37, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 37
- companies
- 37
- geography
- investments
- 37
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.027, value agriculture, examples Quarterly Investment Considerations, count 1, share 0.027, value software, examples March 2025 Crypto Market Review
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.027, value agriculture, examples Quarterly Investment Considerations, count 1, share 0.027, value software, examples March 2025 Crypto Market Review
37 companies on the graph (0 transactions); most in agriculture (1); no dated observations
Funds
2 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•• C•••••• P•••••• E••••• 2•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2024 year in the fund name | $0 as of Oct 21, 2024 | no Form D | Unknown | |
| F•• • A•• F••• 2•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $2.5M as of Oct 21, 2024 | no Form D | Early deployment |
Gross assets by year from the annual reporting tapeAbout the reporting tapeThese 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 |
|---|---|---|---|---|---|
| F•• C•••••• P•••••• E••••• 2•••• L• | Other P•••••• Fund | 2026 to 2026 | $5.4M filed Jul 24, 2026 | reports.adviserinfo.sec.gov |
Team
4 current, 1 former
Managing partner (1)
- I••• D•••••• H•••••• · Managing Partner · since Mar 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- M•••••• J••••• S•••••• · Business Partner · since Oct 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• D•••• M••• · Business Partner · since Oct 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- A••••• S• W•••••• · Chief Compliance Officer · since Sep 1, 2021 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)
- J••••••• G• K•••••• · Chief Compliance Officer · Jul 1, 2021 to Mar 31, 2022 Inference
Portfolio
37 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from 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 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
1 most recent
- Apr 13, 2018••• Locked
Across the graphs
F•• F•••••••• A•••••••• 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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