DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / O•••••• P•••••••• L•
O•••••• P•••••••• L•
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 8 vehicles; no rule fired
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 8 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 28, 2012 to Jul 17, 2023
- RAUM
- $173Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $25.9Mevery 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
- 13%
- Fund type mix
- filed 2023-07-17, latest gav Real Estate Fund $25.9M, latest counts Real Estate Fund 2, lifetime distinct Hedge Fund 2, Real Estate Fund 5, Private Equity Fund 1
- Employees
- 10
- Headquarters
- San Antonio, TX
- Office address
- 12000 NETWORK BLVD, BLDG B, STE 210, San Antonio, TX, 78249
- Business phone
- 866-991-8259
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
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| O•••••• C••••• O••••••••• F•••• L• ADV: Private Equity Fund | Credit fund | unknown | $8.9M as of May 22, 2013 | no Form D | Early deployment |
Team
3 current, 11 former
Partner (2)
- J•••••• R••••• S•••• · Limited Partner · since Oct 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• R••••• · Member · since Oct 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J••• C••••••••• C•••• · Chief Compliance Officer · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
11 former (kept with end dates)
- A••• K•••••• J•••• · Chief Compliance Officer; Director Of Investor Relations · Aug 1, 2022 to Jul 17, 2023 Inference
- D••••• J••••••• Y•••• · Limited Partner · Oct 1, 2012 to Mar 30, 2016 Inference
- G••••• T••••• · Limited Partner · Oct 1, 2012 to Mar 31, 2017 Inference
- J•••• •••• G•••••••• · Member-Fgms Llc (Relying Adviser) · Nov 1, 2009 to May 22, 2013 Inference
- J••• G•••• K••• · Partner · Feb 1, 2017 to Jul 17, 2023 Inference
- R••••• A•• F•••••• · Shareholder · Oct 1, 2012 to Mar 31, 2015 Inference
- S•••• Z••• C•••• · Limited Partner · Oct 1, 2012 to Mar 31, 2015 Inference
- V••• T••••• F•••••• · Shareholder · Oct 1, 2012 to Mar 31, 2015 Inference
- D••••• S•••• T•••• · Vp Finance · Jun 1, 2013 to Mar 31, 2017 Inference
- J••• W••••• S•••••• · Partner, Cco · May 1, 2014 to Mar 31, 2017 Inference
- M•••••• M••••••• · Chief Financial Officer · Jul 1, 2016 to May 5, 2023 Inference
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 166145 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Nov 28, 2012O•••••• P•••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
O•••••• P•••••••• L• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.
RIA and Wealth1Private 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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