DFX Intelligence

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T•• V•••••• G••••• L•

Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Chicago, ILv••••••.com

Buyout firm, based in Chicago, IL.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $9.6B
PE fund assets: $7.9B
PE funds: 9
Investments held: 4 of 4
Deals, last 12 months: 3

Funds and vehicles Team (5)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Closed 3 transactions in the last twelve months, 3 in the last three years.
2026-09-16
Last 12 months 3Most recent this monthPlatform deals 1
Also held on 5 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 5
0 lenders and 7 placement agents appear beside this firm on the record.
Placement agents 7

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 14 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $7.88bn Private Equity Fund GAV on the Form ADV filed 2024-07-10

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 14 of 17 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 15, 2013 to Jul 10, 2024
RAUM: $9.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 9
PE fund GAV, latest filing: $7.9Breported gross assets (Form ADV), not fund size
All private fund GAV: $9.6Bevery private fund type, latest filing
2024 PE fund GAV: $7.9Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 82%
Fund type mix: filed 2024-07-10, latest gav Real Estate Fund $831M, Other Private Fund $942M, Private Equity Fund $7.9B, latest counts Real Estate Fund 2, Other Private Fund 1, Private Equity Fund 9, lifetime distinct Real Estate Fund 2, Other Private Fund 1, Private Equity Fund 14
Employees: 80
Headquarters: Chicago, IL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

4 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: add on 1, unknown 1, platform 2
period: to 2026-09-16, from 2026-02-23, undated holdings 1, dated observations 6
window: last 2026-09-16, first 2026-02-23
control: control 2, unknown 2
companies: 4
geography: count 1, share 0.25, value TX, count 1, share 0.25, value NC
investments: 4
seller kinds
transactions: 3
cadence by year: 2026 add ons 1, platforms 1, other deals 1
platform add on: add ons 1, platforms 2, add ons per platform unknown
sector known for: 3
disclosed value usd: n 0
sector distribution: count 1, share 0.25, value business services, examples Lumen Holdings, LLC, count 1, share 0.25, value financial services, examples Curi Capital, count 1, share 0.25, value education, examples HeyTutor
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.25, value insurance agencies brokerage, examples Lumen Holdings, LLC, count 1, share 0.25, value financial services, examples Curi Capital, count 1, share 0.25, value education, examples HeyTutor

4 companies on the graph (3 transactions); most in business services (1); 2 platforms and 1 add-ons; observed 2026 to 2026

Funds

15 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
V•••••• S•••••••• C••••••••• L• ADV: Private Equity Fund	Co-investment vehicle	2024 first reported on Form ADV	$50.0M as of Jul 10, 2024	no Form D	Unknown
V•••••• F••• V• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.2B as of Jul 10, 2024	no Form D	Early deployment
V•••••• F••• V• •••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$915M as of Jul 10, 2024	no Form D	Early deployment
V•••••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$1.6B as of Jul 10, 2024	no Form D	Unknown
V•••••• F••• I• •••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$1.3B as of Jul 10, 2024	no Form D	Early deployment
V•••••• S••••• C••••• F••• I• L• ADV: Other Private Fund	Credit fund	2022 first reported on Form ADV	$942M as of Jul 10, 2024	no Form D	Early deployment
V•••••• F••• I•• •••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$499M as of Jul 10, 2024	no Form D	Unknown
T••••••• H•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$162M as of Mar 31, 2022	no Form D	Wound down
T••••••• H••••••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$46.7M as of Mar 31, 2022	no Form D	Wound down
V•••••• F••• I••• L• ADV: Private Equity Fund	buyout or unlabelled	2020 first reported on Form ADV	$997M as of Jul 10, 2024	no Form D	Successor fundraising
V•••••• A•• H•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$38.8M as of Mar 31, 2022	no Form D	Wound down
T•••••••• H••••••• A••• L• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$7.5M as of Mar 31, 2022	no Form D	Wound down
V•••••• F••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$1.1B as of Jul 10, 2024	no Form D	Mature
T••••••••• H•••••••• L• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$83.8M as of Mar 31, 2022	no Form D	Wound down
V•••••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$156M as of Jul 10, 2024	no Form D	Harvest

Team

5 current, 1 former

Partner (1)

M••••• N•••••• · Member · since Aug 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Board or advisory (1)

H•••••• N••••• K••••••••• I•• · Trustee · since Jun 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (3)

J•••• H••••••• R••• · Chief Compliance Officer/General Counsel/Partner · 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)
P•••••• S•••• A•••• · Chief Administrative Officer & Group Cfo · since Jul 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
T••••• P•••• D•••• · Chief Financial Officer & Partner · since Apr 1, 2014 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)

R••••• L•••• P•••••••• I•• · Partner · Mar 1, 2013 to Mar 31, 2015 Inference

Portfolio

4 relationships, 2 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
H••••••• add-on to E••	Add-on	active	Sep 16, 2026 transaction announcement	0 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C••• C••••••	Role unknown	active	Aug 24, 2026 transaction announcement	1 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
L•••• H•••••••• L••	Platform	active	Feb 23, 2026 transaction announcement	7 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
E••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

3 on record

Date	Type	Target	This firm’s role	Source
Sep 16, 2026	Add-on acquisition	H•••••••	Sponsor (confirmed)	prnewswire.com
Aug 24, 2026	Growth investment	C••• C••••••	Sponsor (confirmed)	curicapital.com
Feb 23, 2026	Platform acquisition	L•••• H•••••••• L••	Sponsor (confirmed)	prnewswire.com

Placement agents, lenders, advisers and co-investors

14 relationships

Placement agents (7)

M••••• S•••••• 8 shared · very strong · last Jan 1, 2024
L••••• F••••• • C•• L•• 3 shared · strong · last Jan 1, 2023
P•••••• I••••••••• A••••••• A• 2 shared · recurring · last Jan 1, 2022
I•••••••• C•••••• A•••••••• I•• 2 shared · recurring · last Jan 1, 2024
O••••••• L•• 2 shared · recurring · last Jan 1, 2024
J••• M••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
M••••• • C•••••• L•• 1 shared · one time · last Jan 1, 2015

Financial advisers (3)

P•••• S•••••• • C•• 1 shared · one time · last Feb 23, 2026
M••••••••• 1 shared · one time · last Feb 23, 2026
W•••••• B•••• 1 shared · one time · last Aug 24, 2026

Legal advisers (4)

K••••••••• T••••••• • S••••••• 1 shared · one time · last Aug 24, 2026
C••••• H••• • S•••••• L•• 1 shared · one time · last Feb 23, 2026
W•••••• T••••• L•• 1 shared · one time · last Aug 24, 2026
W•••••• • S••••• L•• 1 shared · one time · last Feb 23, 2026

LP commitments

7 disclosed

C••••••••• S•••• T•••••••• R••••••••• S••••• in V•••••• F••• V• L• $50.0M calstrs.com
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• F••• V• L• $125M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• S•••••••• C••••••••• L• $50.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• F•••• L• $15.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• F••• I•• L• $40.0M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• F••• V• L• $125M osc.ny.gov
N•• Y••• S•••• C••••• R••••••••• F••• in V•••••• S•••••••• C••••••••• L• $50.0M osc.ny.gov

Events

4 most recent

Aug 24, 2026
C••• C•••••• Partners with T•• V•••••• G•••• for Strategic Investment
Growth investmentFactC••• C••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
May 22, 2026
T•• V•••••• G••••• L•: Private Equity Funds on Form ADV 9 (2024 extract) -> 12 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Feb 23, 2026
T•• V•••••• G•••• Announces New Partnership with L•••• H••••••• to Capitalize on Growth in Specialty MGA Market
Platform investmentFactL•••• H•••••••• L••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Mar 15, 2013
T•• V•••••• G••••• L• first filed Form ADV in the extract (IA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority69 · ELEVATED: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity10 · LOW: as of: 2026-09-21items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.1,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite43 · MODERATE: as of: 2026-09-21items: [{"code":"NEW_PLATFORMS_12M","points":0.15,"evidence":["••• Locked"]},{"code":"Amethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","funds","team","pamethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders
model score-pe-1
Fund deployment activity85 · HIGH: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 29
Sources: 4
Open research tasks: 6

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

T•• V•••••• G••••• L• is the same institution as 5 records in Independent Sponsors, RIA and Wealth, Allocators, Private Credit and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Allocators1Private 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.

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