DFX Intelligence
Private Equity Intelligence
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Firms / W••• R•••• C•••••• M••••••••• L••
W••• R•••• C•••••• M••••••••• L••
Buyout firm · probableunsizedMemphis, TNSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 3 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 3 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 1, 2013 to Mar 30, 2020
- RAUM
- $199Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $146Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $199Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 67%
- Fund type mix
- filed 2020-03-30, latest gav Other Private Fund $53.7M, Private Equity Fund $146M, latest counts Other Private Fund 1, Private Equity Fund 2, lifetime distinct Other Private Fund 1, Private Equity Fund 2
- Employees
- 8
- Headquarters
- Memphis, TN
- Office address
- 530 OAK COURT DRIVE, SUITE 215, Memphis, TN, 38117
- Business phone
- (901) 312-9653
Stated criteria beside observed behaviour
no observed deals yet
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.
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| W••• R•••• O••••••••• S•••••• L•• S••••• a• ADV: Private Equity Fund | Fund of funds | 2020 first reported on Form ADV | $8.0M as of Mar 30, 2020 | no Form D | Active deployment | |
| W••• R•••• O••••••••• F••• I•• L•• ADV: Other Private Fund | buyout or unlabelled | 2016 first reported on Form ADV | $53.7M as of Mar 30, 2020 | no Form D | Mature | |
| W••• R•••• O••••••••• F•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $138M as of Mar 30, 2020 | no Form D | Harvest |
Team
7 current, 0 former
Partner (3)
- D•••••• B•••• D••••• · Member/Managing Director · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• D••••• W•••••• · Member/Managing Director · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• D•••• H••• · Member/Managing Director · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- J•••• H•••• G••••• · Senior Vice President · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L••••• B••• G••• · Vice President · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• R••••• R••••••• · Vice President · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- G••• C••• D•••••• · Chief Financial Officer / Chief Compliance Officer · since Jan 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
2 most recent
- Sep 1, 2026Adviser CRD 166925 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Apr 1, 2013W••• R•••• C•••••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
W••• R•••• C•••••• M••••••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA 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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