DFX Intelligence
Private Equity Intelligence
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Firms / C•••• R••••• C•••••• L•
C•••• R••••• C•••••• L•
Buyout firm · probableLower middle marketNew York, NYc•••••••••.comSEC registered investment adviser
C•••• R••••• C•••••• is a private equity firm, which delivers hands-on partnership to enable companies to maximize their potential.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.23bn Private Equity Fund GAV on the Form ADV filed 2024-07-17
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“C•••• R••••• C•••••• is a private equity firm, which delivers hands-on partnership to enable companies to maximize their potential.”c•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private 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
- Nov 10, 2021 to Jul 17, 2024
- RAUM
- $226Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $226Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $226Mevery private fund type, latest filing
- 2024 PE fund GAV
- $226Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-17, latest gav Private Equity Fund $226M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 6
- Headquarters
- New York, NY
- Office address
- 485 LEXINGTON AVENUE, SUITE 3010, New York, NY, 10017
- Business phone
- 212-301-7700
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- industrials
- 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
- We partner with owners and management teams of businesses with a competitive advantage and an actionable plan.
Observed from deals on record
- roles
- add on 5, unknown 3, platform 4
- period
- to 2026-02-12, from 2021-01-01, undated holdings 2, dated observations 15
- window
- last 2026-02-12, first 2023-05-26
- control
- control 5, unknown 7
- companies
- 12
- geography
- investments
- 12
- seller kinds
- family 1
- transactions
- 5
- cadence by year
- 2023 add ons 1, 2024 add ons 1, 2025 add ons 2, 2026 add ons 1
- platform add on
- add ons 5, platforms 4, add ons per platform 1.25
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.167, value specialty distribution, examples WPS Fresh, PAK Quality Foods, count 1, share 0.083, value business services, examples Breakout Studio, count 1, share 0.083, value education, examples Nickerson
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.167, value grocery wholesale, examples WPS Fresh, PAK Quality Foods, count 1, share 0.083, value advertising marketing, examples Breakout Studio, count 1, share 0.083, value education, examples Nickerson
12 companies on the graph (5 transactions); most in specialty distribution (2); 4 platforms and 5 add-ons; observed 2021 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• M•••• I••••••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $79.5M as of Jul 17, 2024 | no Form D | Unknown | |
| C•••• R••••• C•••••• P••••••• I• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $61.3M as of Jul 17, 2024 | no Form D | Unknown | |
| C•••• R••••• C•••••• L••••••• C•••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $9.2M as of Jul 17, 2024 | no Form D | Unknown | |
| M••••••••• P•••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $75.7M as of Jul 17, 2024 | no Form D | Active deployment |
Team
12 current, 0 former
Managing partner (1)
- K••• N••••••• C••• · Managing Member · since Feb 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (6)
- B••••••• C•••• G•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• C•••• G•• · Partner · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• N••••••• C••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• K••••••••• S••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• K••••••••• S••••• · Partner · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••••• P•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- A•••••••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• F••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• K••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- M••• F•••••• · Partner and CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• F•••••• · Cco, Cfo, Partner · since Nov 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
12 relationships, 4 platforms, 5 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Feb 12, 2026 | Add-on acquisition | S••••••• G•••• • M••••• I• I••• | Sponsor (confirmed) | c•••••••••.com |
| Dec 18, 2025 | Add-on acquisition | H•• F•••• | Sponsor (confirmed) | c•••••••••.com |
| Jul 21, 2025 | Add-on acquisition | F•••••• F•••• | Sponsor (confirmed) | c•••••••••.com |
| Feb 1, 2024 | Add-on acquisition | G••• C••••••••• I• | Sponsor (confirmed) | c•••••••••.com |
| May 26, 2023 | Add-on acquisition | W••••••• N•••• A••••••• | Sponsor (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- R•••••• J•••• F•••••••• S•••••••• I••• 1 shared · one time · last Jan 1, 2024
Legal advisers (1)
- M•••• B•••• L•• 1 shared · one time · last Feb 1, 2024
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
11 most recent
- Mar 24, 2026N•••••••• Recapitalizes for Growth with C•••• R••••• C••••••
- Feb 12, 2026S••••••• G•••• & M••••• Joins A•• G•••• • W••••••
- Dec 18, 2025P•• Q•••••• F•••• Has Acquired H•• F••••
- Jul 21, 2025P•• Q•••••• F•••• Has Acquired F•••••• F••••
- Mar 26, 2025... A•• G•••• • W•••••• Completes a Significant Equity Investment from C•••• R••••• C••••••, as Prospect Partners Exits
- Feb 1, 2024G.O. F•••• joins W•• F••••’s Growing Footprint
- Jan 2, 2024PAK Q•••••• Completes Recapitalization with C•••• R••••• C••••••
- May 26, 2023... C•• I••••••••• S•••••••• Successfully Completes Acquisition of W••••••• N•••• A••••••• Maintenance and Turnaround Business and Power Operations and Maintenance Business
- Feb 21, 2023... W••••• and C•• I••••••••• S•••••••• announce the sale and purchase of W••••••• N•••• A••••••• maintenance and turnaround business
- Jan 4, 2023Wholesale P•••••• Supply Has Acquired Bandwagon Brokerage
- Nov 10, 2021C•••• R••••• C•••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
C•••• R••••• C•••••• L• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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