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.
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Firms / H•• M•••••••••
H•• M•••••••••
Fund of funds · probableLower middle marketBirmingham, ALSEC exempt reporting adviser
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-13
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 4 of 4 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Aug 13, 2012 to Mar 13, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $9.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $25.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $9.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 75%
- Fund type mix
- filed 2024-03-13, latest gav Other Private Fund $16.2M, Private Equity Fund $9.4M, latest counts Other Private Fund 1, Private Equity Fund 2, lifetime distinct Other Private Fund 1, Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Birmingham, AL
- Office address
- 505 20TH STREET NORTH, SUITE 1150, Birmingham, AL, 35203
- Business phone
- 205-328-3120
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
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•• P•••••• E••••• F••• 2•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2008 year in the fund name | $6.8M as of Mar 13, 2024 | no Form D | Mature | |
| H•• P•••••• E••••• F••• 2•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2005 year in the fund name | $2.6M as of Mar 13, 2024 | no Form D | Mature | |
| H•• P•••••• E••••• F••• 2•••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2000 year in the fund name | $8.2M as of Mar 16, 2015 | no Form D | Wound down | |
| H•• P••••••• F•••• L•• ADV: Other P•••••• Fund | Fund of funds | unknown | $16.2M as of Mar 13, 2024 | no Form D | Mature |
Team
2 current, 0 former
Partner (1)
- J•• D•••• R• N••••• · Member · since Jul 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- C••• D••••• H••• · Member/Chief Compliance Officer · since Jul 1, 2008 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
1 most recent
- Aug 13, 2012H•• M••••••••• first filed Form ADV in the extract (ERA)
Across the graphs
H•• M••••••••• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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