DFX Intelligence
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I•• P•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Miami, FLi•••••••••.com
Buyout firm, based in Miami, FL.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $694M
- PE fund assets
- $976M
- PE funds
- 4
- Investments held
- 7 of 7
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors business_services,consumer,food_beverageGeography United States,Latin America,GlobalControl control
- Graphs 3
- Lenders 1Placement agents 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 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: $0.98bn Private Equity Fund GAV on the Form ADV filed 2024-07-30
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn P•••••• Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 30, 2026
- RAUM
- $694Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $976Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $591Mevery private fund type, latest filing
- 2024 PE fund GAV
- $976Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-30, latest gav Private Equity Fund $976M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
- Employees
- 24
- Headquarters
- Miami, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
7 observed deals
Stated by the firm
- Sectors
- business services, consumer, food beverage
- Geography
- United States, Latin America, Global
- 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
- control
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 4, platform 3
- period
- to 2025-02-18, from 2021-03-16, undated holdings 4, dated observations 7
- window
- last 2025-02-18, first 2021-03-16
- control
- control 3, unknown 4
- companies
- 7
- geography
- count 1, share 0.143, value CA
- investments
- 7
- seller kinds
- transactions
- 4
- cadence by year
- 2021 other deals 1, 2022 platforms 1, 2025 platforms 1, other deals 1
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.143, value business services, examples Beacon Global Strategies, count 1, share 0.143, value industrial services, examples Environmental Remedies, LLC
- holding period years
- n 0
- repeat counterparties
- role lender, shared 2, entity id c1fedbda-09d3-4ab4-92e5-ea9893358ac9
- subsector distribution
- count 1, share 0.143, value management consulting, examples Beacon Global Strategies, count 1, share 0.143, value specialty trade other, examples Environmental Remedies, LLC
7 companies on the graph (4 transactions); most in business services (1); 3 platforms and 0 add-ons; observed 2021 to 2025
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•• P•••••••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Jul 30, 2024 | no Form D | Unknown | |
| I•• P••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $672M as of Jul 30, 2024 | no Form D | Successor fundraising | |
| I•• I•• I•• C••••••••• L•• ADV: P•••••• Equity Fund | Co-investment vehicle | 2015 first reported on Form ADV | $4.0M as of Jul 30, 2024 | no Form D | Harvest | |
| I•• P••••••• I••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $301M as of Jul 30, 2024 | no Form D | Harvest | |
| I•• P••••••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $9.8M as of Mar 30, 2022 | no Form D | Wound down |
Team
7 current, 1 former
Managing partner (1)
- W••••• E••••• W•••• · President · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- I•• L•••• M••••••• · Managing Director · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• W••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•••••• H• R•• · Managing Director · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- L•••• M• M••• · Managing Director · since Dec 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••• D••••••• · Chief Compliance Officer · since Dec 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••••• J• N•••• · Chief Financial Officer · since Mar 1, 2003 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)
- M•••••• G••••• F•••• · Trustee · Feb 1, 2006 to Dec 11, 2018 Inference
Portfolio
7 relationships, 3 platforms, 0 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 18, 2025 | Platform acquisition | E••••••••• R•••••••• L•• | Sponsor | stelluscapital.com |
| Feb 18, 2025 | Majority investment | E••••••••• R•••••••• L•• | Sponsor (confirmed) | stelluscapital.com |
| Apr 26, 2022 | Platform acquisition | B••••• G••••• S••••••••• | Sponsor (confirmed) | icvpartners.com |
| Mar 16, 2021 | Majority investment | C••••• T••• D••••• | Sponsor (confirmed) | icvpartners.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- A••••• A••••••• I••• 1 shared · one time · last Jan 1, 2018
- M•••••• P•••••• E••••• A••••••• U•• L•• 1 shared · one time · last Jan 1, 2015
Lenders (1)
- S•••••• C•••••• M••••••••• L•• 2 shared · recurring · last Feb 18, 2025
Co-investors (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Feb 18, 2025
LP commitments
7 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in I•• P••••••• I••• L••• $40.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in I•• P••••••• I•• L• $60.0M calstrs.com
- N•• Y••• S•••• C••••• R••••••••• F••• in I•• P••••••• I•• L• $75.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• in I•• P•••••••• V• L• $75.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $25.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $25.0M osc.ny.gov
- N•• Y••• S•••• C••••• R••••••••• F••• $75.0M osc.ny.gov
Events
14 most recent
- Apr 28, 2026••• Locked
- Mar 31, 2025••• LockedLp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 18, 2025••• Locked
- Sep 17, 2024••• Locked
- Aug 27, 2024••• Locked
- Apr 26, 2022••• Locked
- Apr 26, 2022••• Locked
- Oct 20, 2021••• Locked
- Mar 16, 2021••• Locked
- Mar 16, 2021••• Locked
- Jan 26, 2021••• Locked
- Oct 4, 2017••• LockedLp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Mar 15, 2013••• LockedLp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Feb 14, 2012••• Locked
Across the graphs
I•• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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