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 / J••• E••••• P•••••••• L•
J••• E••••• P•••••••• L•
Buyout firm · probableLower middle marketWestport, CTj•••••••••.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-07-09
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“J••• Equity Partners is a New England based middle market private equity firm focused on non-control equity stakes.”j•••••••••.com
- 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
- registered investment adviser
- Form ADV filings
- Jan 11, 2016 to Jul 9, 2024
- RAUM
- $154Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $148Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $148Mevery private fund type, latest filing
- 2024 PE fund GAV
- $148Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-09, latest gav Private Equity Fund $148M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 2
- Headquarters
- Westport, CT
- Office address
- 29 SPICER ROAD, Westport, CT, 06880
- Business phone
- 212-271-0250
Stated criteria beside observed behaviour
27 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- New England
- Revenue
- not stated or not yet read
- EBITDA
- $5.0M to $25.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 27
- period
- to unknown, from unknown, undated holdings 27, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 27
- companies
- 27
- geography
- investments
- 27
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 17
- disclosed value usd
- n 0
- sector distribution
- count 8, share 0.296, value industrial manufacturing, examples Ulysses Management, Hayao, Arbonne, Synbra, count 2, share 0.074, value software, examples Gigamon, Brightcove, count 2, share 0.074, value healthcare services, examples Actionbehavior, RHA Health Services, count 2, share 0.074, value financial services, examples NIBC Bank, Alvarez & Marsal Capital, count 1, share 0.037, value business services, examples TBS Group, count 1, share 0.037, value media telecom, examples Spire Capital Partners, count 1, share 0.037, value education, examples Site >
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 7, share 0.259, value miscellaneous manufacturing, examples Hayao, Arbonne, Synbra, Nanosonics, count 2, share 0.074, value software, examples Gigamon, Brightcove, count 2, share 0.074, value outpatient mental health substance, examples Actionbehavior, RHA Health Services, count 2, share 0.074, value financial services, examples NIBC Bank, Alvarez & Marsal Capital, count 1, share 0.037, value beverage manufacturing, examples Ulysses Management, count 1, share 0.037, value engineering services, examples TBS Group, count 1, share 0.037, value media telecom, examples Spire Capital Partners, count 1, share 0.037, value education, examples Site >
27 companies on the graph (0 transactions); most in industrial manufacturing (8); 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 |
|---|---|---|---|---|---|---|
| J••• E••••• P••••••• F••• I• L• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $77.8M as of Jul 9, 2024 | no Form D | Mature | |
| J••• E••••• P••••••• F••• I••• L• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $36.5M as of Jul 9, 2024 | no Form D | Mature | |
| A•• R••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $33.8M as of Jul 9, 2024 | no Form D | Harvest |
Team
4 current, 0 former
Managing partner (1)
- P•••••• K•••• · P•••••• is the Founder Emeritus of J••• Equity Partners, a lower middle market private · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
- P•••••• K•••• · Member · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- M••• S•••••• R•••••• · Chief Compliance Officer And Executive Vice President · since Nov 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- M••• S•••••• R•••••• · M••• has over 12 years of bulge bracket investment bank experience, and started his career in Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
27 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
1 most recent
- Jan 11, 2016J••• E••••• P•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
J••• E••••• P•••••••• L• is the same institution as 1 record in RIA and Wealth.
RIA 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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