DFX Intelligence
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P••••• C•••••• P•••••••• I•••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Atlanta, GAp•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.7B
- PE fund assets
- $1.8B
- PE funds
- 4
- Investments held
- 44 of 48
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors healthcare,technology,software,educationControl control,minority
- Last 12 months 1Most recent 8 months ago
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.78bn Private Equity Fund GAV on the Form ADV filed 2024-08-23
Classification history (3)
- Sep 15, 2026
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 13, 2012 to Mar 13, 2026
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $1.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.7Bevery 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 2024-08-23, latest gav Private Equity Fund $1.8B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 9
- Employees
- 20
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
47 observed deals
Stated by the firm
- Sectors
- healthcare, technology, software, education
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- not stated or not yet read
- Enterprise value
- up to $250M
- Equity check
- not stated or not yet read
- Control
- control,minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 48
- period
- to 2026-01-12, from 2022-11-10, undated holdings 45, dated observations 6
- window
- last 2026-01-12, first 2022-11-10
- control
- unknown 48
- companies
- 47
- geography
- investments
- 48
- seller kinds
- transactions
- 3
- cadence by year
- 2022 other deals 1, 2026 other deals 2
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.064, value software, examples RxAnte, AOD Software, TrackVia, count 1, share 0.021, value business services, examples Matic Insurance Services, count 1, share 0.021, value financial services, examples EnableComp, count 1, share 0.021, value life sciences, examples Medical device reprocessing, count 1, share 0.021, value healthcare it, examples Harmony Healthcare IT
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.043, value software, examples RxAnte, AOD Software, count 1, share 0.021, value insurance agencies brokerage, examples Matic Insurance Services, count 1, share 0.021, value financial services, examples EnableComp, count 1, share 0.021, value medical devices, examples Medical device reprocessing, count 1, share 0.021, value healthcare it, examples Harmony Healthcare IT, count 1, share 0.021, value vertical software, examples TrackVia
47 companies on the graph (3 transactions); most in software (3); observed 2022 to 2026
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $721M as of Aug 23, 2024 | no Form D | Unknown | |
| P••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $165M as of Aug 23, 2024 | no Form D | Unknown | |
| P••••• C•••••• F••• V•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $766M as of Aug 23, 2024 | no Form D | Mature | |
| P••••• C•••••• F••• V••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $82.2M as of Aug 23, 2024 | no Form D | Harvest | |
| P••••• C•••••• F••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $29.6M as of Aug 23, 2024 | no Form D | Harvest | |
| P••••• C•••••• F••• V• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $14.3M as of Aug 23, 2024 | no Form D | Harvest | |
| P••••• E•••••••• F••• V• L•••••• P••••••••• ADV: Private Equity Fund | Feeder or parallel | unknown | $918,781 as of Aug 23, 2024 | no Form D | Harvest | |
| P••••• E•••••••• F••• L•••••• P••••••••• ADV: Private Equity Fund | Feeder or parallel | unknown | $0 as of Jan 29, 2016 | no Form D | Wound down | |
| P••••• C•••••• F••• I• L•••••• P••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Jan 29, 2016 | no Form D | Wound down |
Team
9 current, 3 former
Managing partner (4)
- P••• M••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P••• M••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P•••••• C••• M••••• I• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• C••• M••••• I• · Managing Partner · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- M•••••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- B•••• P••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- D•••••• E••••• O•••••• · Secretary, Treasurer, Cfo, Cco · since Jan 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• E••••• O•••••• · Chief Financial Officer, Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- J••••••• H••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- L•••• W• W••••• · Ceo, Director · Dec 1, 1993 to Mar 27, 2014 Inference
- W•••••• C•••••• M••••••• · Ceo, Director · Dec 1, 1993 to Jan 11, 2018 Inference
- S••••• R•••••• · Cfo, Cco · Dec 1, 1993 to Jan 29, 2016 Inference
Portfolio
48 relationships, 0 platforms, 0 add-ons
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 12, 2026 | Growth investment | R••••• | Sponsor (confirmed), Sponsor (confirmed) | prnewswire.com |
| Jan 8, 2024 | Exit to a strategic buyer | M•••••• | Seller (confirmed) | p•••••••••.com |
| Nov 10, 2022 | Growth investment | O••••••••• | Sponsor (confirmed) | p•••••••••.com |
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
12 most recent
- Mar 13, 2026••• Locked
- Jan 12, 2026••• Locked
- Jan 12, 2026••• Locked
- Mar 18, 2025••• Locked
- Feb 20, 2025••• Locked
- Jan 8, 2024
- Jan 8, 2024••• Locked
- Oct 18, 2023••• Locked
- Jun 7, 2023••• Locked
- Nov 10, 2022••• Locked
- Nov 10, 2022••• Locked
- Feb 13, 2012••• Locked
Across the graphs
P••••• C•••••• P•••••••• I••• 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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