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 / R••••••• C••••••• L•
R••••••• C••••••• L•
Infrastructure · probableMiddle marketThe Woodlands, TXr•••••••••.comSEC registered investment adviser
Classification
- Class
- Infrastructureprobable, confidence 70%
- Basis
- R2: 6 of 8 private equity vehicles are named infrastructure
- Size band
- Middle marketdefined by: proxy: $1.82bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- INFRASTRUCTURE
Classification history (1)
- Sep 13, 2026Infrastructure (probable, 70%, cls-pe-1)R2: 6 of 8 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 29, 2024
- RAUM
- $1.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.8Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $1.8B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
- Employees
- 22
- Headquarters
- The Woodlands, TX
- Office address
- 24 WATERWAY AVE, STE 400, The Woodlands, TX, 77380
- Business phone
- 281-863-9000
Stated criteria beside observed behaviour
18 observed deals
Stated by the firm
- Sectors
- energy
- 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
- roles
- unknown 12, platform 9
- period
- to 2022-07-12, from 2015-10-06, undated holdings 11, dated observations 19
- window
- last 2022-07-12, first 2015-10-06
- control
- control 9, unknown 12
- companies
- 18
- geography
- count 1, share 0.056, value MI
- investments
- 21
- seller kinds
- transactions
- 9
- cadence by year
- 2015 platforms 2, 2016 platforms 1, 2018 platforms 2, 2019 platforms 1, 2021 platforms 1, 2022 platforms 2
- platform add on
- add ons 0, platforms 9, add ons per platform 0
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.056, value energy, examples RENEWABLES
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.056, value energy, examples RENEWABLES
18 companies on the graph (9 transactions); most in energy (1); 9 platforms and 0 add-ons; observed 2015 to 2022
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••• P•••• P•••• H•••••••• L•• ADV: Private Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $166M as of Mar 29, 2024 | no Form D | Unknown | |
| R••••••• P•• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $119M as of Mar 29, 2024 | no Form D | Unknown | |
| J••••••••• P•••• H•••••••• L•• ADV: Private Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $176M as of Mar 29, 2024 | no Form D | Unknown | |
| R••••••• P•••• P••••••• I•• L• ADV: Private Equity Fund | Infrastructure fund | 2022 first reported on Form ADV | $576M as of Mar 29, 2024 | no Form D | Early deployment | |
| R••••••• P•• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $98.0M as of Mar 29, 2024 | no Form D | Harvest | |
| R••••••• P•••• P••••••• I••• L• ADV: Private Equity Fund | Infrastructure fund | 2017 first reported on Form ADV | $504M as of Mar 29, 2024 | no Form D | Successor fundraising | |
| R••••••• P•••• P••••••• I•• L• ADV: Private Equity Fund | Infrastructure fund | 2014 first reported on Form ADV | $173M as of Mar 29, 2024 | no Form D | Mature | |
| R••••••• P•••• P•••••••• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $12.6M as of Mar 29, 2024 | no Form D | Harvest | |
| R••••••• F••• V• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
9 current, 6 former
Managing partner (6)
- J•••• M••• · Managing Member · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••••• M• B•••• · Managing Member · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• H••••• · Co-Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••• H••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- W•••••• S•••• H••••• · Managing Member · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W••••• Z•••••• · Managing Member · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- J•• M••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- J••• M••••••• · Chief Compliance Officer / General Counsel · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N••••• L••• M•••• · Chief Financial Officer · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
6 former (kept with end dates)
- S•••• R•• L•••• · Managing Member · Nov 1, 2018 to Mar 2, 2022 Inference
- D•••• Y••••• · Executive Officer · Mar 1, 2008 to Apr 1, 2013 Inference
- J••••• T• L•••••• · Executive Officer · Mar 1, 2008 to Jan 2, 2018 Inference
- M•••••• J••• D••••••••• · Executive Officer · Mar 1, 2008 to Dec 18, 2015 Inference
- S•••• R•• L•••• · Limited Partner · Mar 1, 2008 to Mar 29, 2024 Inference
- T•••• E•••••••• E•••••• · Chief Financial Officer & Chief Compliance Officer · Nov 1, 2010 to Nov 14, 2019 Inference
Portfolio
21 relationships, 9 platforms, 0 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 12, 2022 | Platform acquisition | E•••• C••••• P•••• P•••••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Jul 12, 2022 | Platform acquisition | E•••• C••••• P•••• P•••••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Oct 13, 2021 | Platform acquisition | T•••• P••••• P•••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| May 9, 2019 | Platform acquisition | W••••••••• P•••••••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Mar 27, 2018 | Platform acquisition | K••••• P••••• P•••••••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Mar 27, 2018 | Platform acquisition | K••••• P••••• P•••••••• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Sep 13, 2016 | Platform acquisition | N••••• C••••••••• A••••••••• • | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Oct 6, 2015 | Platform acquisition | M••••••• P•••• L•• L•• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
| Oct 6, 2015 | Platform acquisition | M••••••• P•••• L•• L•• | Sponsor (confirmed) | xn--r-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
5 relationships
Placement agents (5)
- B•••••••• P••••••• L•• 2 shared · recurring · last Jan 1, 2014
- H•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2018
- C•••• P••••••• L•• 1 shared · one time · last Jan 1, 2023
- P••• H••• G•••• L•• 1 shared · one time · last Jan 1, 2020
- W•••••••• C•••••• M•••••• L•• 1 shared · one time · last Jan 1, 2018
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
26 most recent
- Mar 30, 2026R••••••• C••••••• L•: Private Equity Funds on Form ADV 8 (2024 extract) -> 10 (roster 2026-09-01)
- Nov 17, 2025R••••••• Capital Closes Oversubscribed Fund V at $1.2 Billion
- Feb 14, 2024R••••••• Capital Closes Fourth Fund with approximately $700 million of Investor Commitments
- Jul 12, 2022R••••••• Capital Announces Acquisition of E•••• C••••• P•••• P••••••
- Jul 12, 2022R••••••• Capital Announces Acquisition of E•••• C••••• P•••• P••••••
- Jul 12, 2022R••••••• Capital Announces Acquisition of E•••• C••••• P•••• P••••••
- Oct 13, 2021R••••••• Capital Announces Acquisition of T•••• P••••• P••••
- Oct 13, 2021R••••••• Capital Announces Acquisition of T•••• P••••• P••••
- Jun 21, 2020R••••••• Capital and SolRiver Announce Close of Solar Investment Platform
- Jan 17, 2020R••••••• Capital Exits N••••• C••••••••• A••••••••• •
- May 9, 2019R••••••• Capital Announces Acquisition of the W••••••••• P••••••••
- May 9, 2019R••••••• Capital Announces Acquisition of the W••••••••• P••••••••
- Apr 17, 2018R••••••• Capital Closes R••••••• P•••• Partners III at $454 Million
- Mar 27, 2018R••••••• Capital Announces Acquisition of the K••••• P••••• P••••••••
- Mar 27, 2018R••••••• Capital Announces Acquisition of the K••••• P••••• P••••••••
- Mar 27, 2018R••••••• Capital Announces Acquisition of the K••••• P••••• P••••••••
- Jul 5, 2017R••••••• Capital Exits PJM P••••• P••••••••
- Sep 13, 2016R••••••• Capital Announces Acquisition of N••••• C••••••••• A••••••••• • and Pasco P••••
- Sep 13, 2016R••••••• Capital Announces Acquisition of N••••• C••••••••• A••••••••• • and Pasco P••••
- Jun 1, 2016R••••••• Capital Announces Acquisition of Victoria P•••• Station
- Dec 17, 2015Wolverine P•••• Holdings, LLC acquires 100% of the interests in M••••••• P•••• L•• L••
- Oct 6, 2015R••••••• Capital Announces Acquisition of M••••••• P•••• L•• L••
- Oct 6, 2015R••••••• Capital Announces Acquisition of M••••••• P•••• L•• L••
- Oct 6, 2015R••••••• Capital Announces Acquisition of M••••••• P•••• L•• L••
- Jul 27, 2015R••••••• Capital Announces Sale of Renewable P••••••••
- Feb 14, 2012R••••••• C••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
R••••••• C••••••• L• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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