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 / F•••••••• M••••••• L••
F•••••••• M••••••• L••
Venture firm with private equity activity · probableLower middle marketJackson, WYf•••••••••SEC exempt reporting adviser
Search fund investing with an emphasis on mentorship, supporting entrepreneurs is our model for search fund success
Classification
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser ACCELERATOR
- Size band
- Lower middle marketdefined by: proxy: $0.12bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (3)
- Sep 15, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser ACCELERATOR
- Sep 13, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser SEED_FUND_MANAGER
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Apr 20, 2017 to Mar 26, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $115Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $115Mevery private fund type, latest filing
- 2024 PE fund GAV
- $115Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $115M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- Jackson, WY
- Office address
- 7470 RYEGRASS ROAD, Jackson, WY, 83001
- Business phone
- (408) 348-0756
Stated criteria beside observed behaviour
95 observed deals
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
- For about a decade, David had watched money pouring in to invest in search funds, but not enough experienced operators with the time and interest to mentor.
Observed from deals on record
- roles
- unknown 95
- period
- to unknown, from unknown, undated holdings 95, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 95
- companies
- 95
- geography
- investments
- 95
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 14
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.032, value education, examples Advanced Aircrew Academy, Spanish Schoolhouse, Aircrewacademy, count 3, share 0.032, value business services, examples CITTA Brokerage, Trista Engel, Keith Burns, count 2, share 0.021, value consumer services, examples Sunscape Landscaping Separated, Sunscape Landscaping, count 2, share 0.021, value industrial services, examples Emission and Cooling Solutions, Desert Services, count 2, share 0.021, value healthcare services, examples APA Medical Equipment, Ashish Bagai, count 1, share 0.011, value energy, examples Energy Ogre, count 1, share 0.011, value tech enabled services, examples No-IP
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.032, value education, examples Advanced Aircrew Academy, Spanish Schoolhouse, Aircrewacademy, count 2, share 0.021, value landscaping, examples Sunscape Landscaping Separated, Sunscape Landscaping, count 1, share 0.011, value industrial machinery repair, examples Emission and Cooling Solutions, count 1, share 0.011, value financial operations outsourcing, examples CITTA Brokerage, count 1, share 0.011, value energy, examples Energy Ogre, count 1, share 0.011, value home health, examples APA Medical Equipment, count 1, share 0.011, value site preparation, examples Desert Services, count 1, share 0.011, value legal services, examples Trista Engel
95 companies on the graph (0 transactions); most in education (3); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••••• P••••••• I• L•• ADV: Private Equity Fund | SPV | 2021 first reported on Form ADV | $72.4M as of Mar 26, 2024 | no Form D | Active deployment | |
| F•••••••• P••••••• I••• L•• ADV: Private Equity Fund | SPV | 2018 first reported on Form ADV | $29.8M as of Mar 26, 2024 | no Form D | Harvest | |
| F•••••••• P••••••• I•• L•• ADV: Private Equity Fund | SPV | unknown | $12.9M as of Mar 26, 2024 | no Form D | Unknown |
Team
11 current, 0 former
Managing partner (2)
- D•••• M•••••• D••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• P•••••••• · Co-Founder and Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- D•••• M•••••• D••••• · Sole Member And M•••••• · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• J•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- S•• S••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- M••• C••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• R••••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• S••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- A••••• C••••• · Investor Relations & Special Projects M•••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- J••••• C•••••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• S••••••• · Director, Fund Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
95 relationships, 0 platforms, 0 add-ons
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
- Mar 10, 2026F•••••••• M••••••• L••: Private Equity Funds on Form ADV 3 (2024 extract) -> 0 (roster 2026-09-01)
- Apr 20, 2017F•••••••• M••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
F•••••••• M••••••• L•• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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