DFX Intelligence
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C•••••••• A•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Tampa, FL
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $414M
- PE fund assets
- $154M
- PE funds
- 14
- Investments held
- 2 of 2
- 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
What matters now
- +6funds on Form ADV
Private equity funds on its Form ADV went from 8 to 14 (+6).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 14 of 23 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2026-04-01
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)14 of 23 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)8 of 9 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $414M · 14 PE funds · filed Apr 1, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Mar 28, 2024 to Apr 1, 2026
- RAUM
- $414Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 14
- PE fund GAV, latest filing
- $154Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $198Mevery private fund type, latest filing
- 2024 PE fund GAV
- $154Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 61%
- Fund type mix
- Private equity fund: 14 funds, $154M reported gross assets
- Real estate fund: 8 funds, $22.0M reported gross assets
- Other private fund: 1 fund, $21.3M reported gross assets
- Employees
- 8
- Headquarters
- Tampa, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour3 of 8 criteria stated · 2 observed dealsShowHide
Stated by the firm
- Sectors
- Industrials
- Geography
- United States, Southeast
- 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
- ••• Locked
Observed from deals on record
- On record
- 2 companies, 2 holdings, 2 transactions
- Period
- 2025 (4 dated observations)
- Most deals
- Industrial services (1 of 2, e.g. Steadfast Alliance)
- Subsectors
- Remediation environmental (1 of 2)
- Deal roles
- 2 platforms
- Control
- 2 control
- By year
- 2025: 1 platform, 1 other deal
2 companies on the graph (2 transactions); most in industrial services (1); 2 platforms and 0 add-ons; observed 2025 to 2025
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
11 families, 15 vehicles on record
F••• 1•• · 1 vehicle · vintage 2025$19.3M
- F••• 1•• buyout or unlabelled · 2025$19.3M
C•••••••• I••••••••• P••••••• S••••• C• · 5 vehicles$84.6M
- C•••••••• I••••••••• P••••••• S••••• C• Fund of funds$43.4M
- C•••••••• I••••••••• P••••••• S••••• B•• Fund of funds$14.1M
- C•••••••• I••••••••• P••••••• S••••• B• Fund of funds$14.0M
- C•••••••• I••••••••• P••••••• S••••• B•• Fund of funds$12.6M
- C•••••••• I••••••••• P••••••• S••••• B•• buyout or unlabelled$400,494
C•••••••• I••••••••• P••••••• A••• L•• · 1 vehicle$21.3M
- C•••••••• I••••••••• P••••••• A••• L•• Fund of funds$21.3M
C•••••••• G•••• I•••••••• I• · 1 vehicle$12.8M
- C•••••••• G•••• I•••••••• I• buyout or unlabelled$12.8M
C•••••••• G•••• I•••••••• · 1 vehicle$9.5M
- C•••••••• G•••• I•••••••• buyout or unlabelled$9.5M
6 smaller families are in the full list of vehicles.
View all 15 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F••• 1•• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $19.3M as of Apr 1, 2026 | $19.3M | Unknown | |
| C•••••••• I••••••••• P••••••• S••••• C• ADV: Private Equity Fund | Fund of funds | unknown | $43.4M as of Apr 1, 2026 | no Form D | Early deployment | |
| C•••••••• I••••••••• P••••••• A••• L•• ADV: Other Private Fund | Fund of funds | unknown | $21.3M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• I••••••••• P••••••• S••••• B•• ADV: Private Equity Fund | Fund of funds | unknown | $14.1M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• I••••••••• P••••••• S••••• B• ADV: Private Equity Fund | Fund of funds | unknown | $14.0M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• G•••• I•••••••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.8M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• I••••••••• P••••••• S••••• B•• ADV: Private Equity Fund | Fund of funds | unknown | $12.6M as of Apr 1, 2026 | no Form D | Early deployment | |
| C•••••••• G•••• I•••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.5M as of Apr 1, 2026 | no Form D | Early deployment | |
| C•• • I••••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.9M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• G•••• I•••••••• I• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.4M as of Apr 1, 2026 | no Form D | Early deployment | |
| F••• 1•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.5M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• G•••• I•••••••• I•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.7M as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• G•••• I•••••••• V• ADV: Private Equity Fund | buyout or unlabelled | unknown | $962,787 as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• I••••••••• P••••••• S••••• B•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $400,494 as of Apr 1, 2026 | no Form D | Unknown | |
| C•••••••• E••••••••• P••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Apr 1, 2026 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
10 current, 0 former
- Member · since Sep 1, 2019
- Member · since Sep 1, 2019
- Principal
- Senior Associate
- Vice President
Full team · 10 peoplegrouped by role, with sources
Partner (2)
- D•••••• J•••• F••• · Member · since Sep 1, 2019 Form ADV Firm website
- R••• D••• C•••••• · Member · since Sep 1, 2019 Form ADV Press release Firm website
Principal (1)
- T•••• F•••• · Principal · start date unknown Press release
Vice president (2)
- B•••••• S•••• · Senior Associate · start date unknown Firm website
- E•••• E•••••••• I• · Vice President · start date unknown Firm website
Investor relations (1)
- B••••• R••••• · Client Service Associate · start date unknown Firm website
Platform (3)
- D•• C•••••• · Chief Compliance Officer · start date unknown Firm website
- D••••• C•••••• · Chief Compliance Officer · since Feb 1, 2022 Form ADV
- M••• G• B••••• · Controller · start date unknown Firm website
Other (1)
- F•••• K•••• · Foundation Executive · start date unknown Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 2 portfolio relationships and 2 transactions are on this record.
2 on record, newest first · 2 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Dec 22, 2025 | F••••••••• | Platform acquisition | Sponsor (confirmed) | active held 9 months | T•••• F•••• (confirmed) | c•••••••••.com |
| Jan 22, 2025 | S•••••••• A••••••• | Majority recapitalization | Sponsor (confirmed) | active held 1.7 years | R••• C•••••• (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationship
Financial advisers (1)
- C••••••• P•••• M•••••• • A••••••••• 1 shared · one time · last Dec 22, 2025
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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
7 not already shown above, of 9 most recent
- Apr 1, 2026••• Locked
- Dec 22, 2025••• Locked
- Feb 7, 2025••• Locked
- Jan 22, 2025••• Locked
- Jul 9, 2024••• Locked
Full timeline · 9 eventsnewest first, including the LP commitments and deals above
- Apr 1, 2026••• Locked
- Dec 22, 2025••• Locked
- Dec 22, 2025••• Locked
- Feb 7, 2025••• Locked
- Jan 22, 2025••• Locked
- Jan 22, 2025••• Locked
- Jul 9, 2024••• Locked
- Mar 28, 2024••• Locked
- Jan 23, 2024••• Locked
Across the graphs
C•••••••• A•••••••• 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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