DFX Intelligence
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R•••••••• P••••••• L•
Buyout firmClassification probableMiddle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.3B
- PE fund assets
- $1.6B
- PE funds
- 5
- Investments held
- 34 of 39
- Deals, last 12 months
- 4
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
- 2 deals180 days
2 deals since 8 Jul 2026: bought S•••••••• (majority stake, 8 Jul) and S•••••••• N•• Y••• (majority stake, 8 Jul).
What it is buying now is the best guide to what it will buy next.
- +2funds on Form ADV
Private equity funds on its Form ADV went from 3 to 5 (+2).
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 · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Middle marketdefined by: proxy: $1.44bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (3)
- Sep 15, 2026
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Sep 13, 2026Buyout firm (confirmed, 85%)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)RAUM $3.3B · 5 PE funds · filed Apr 8, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jan 6, 2021 to Apr 8, 2026
- RAUM
- $3.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.6Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 5 funds, $1.6B reported gross assets
- Employees
- 26
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour7 of 8 criteria stated · 33 observed dealsShowHide
Stated by the firm
- Sectors
- Technology
- Geography
- Global
- Revenue
- $25.0M to $250M
- EBITDA
- $5.0M to $50.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $50.0M to $250M
- Control
- Control, minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 33 companies, 39 holdings, 9 transactions
- Period
- 2020 to 2026 (36 dated observations, 12 holdings undated)
- Most deals
- Business services (3 of 33, e.g. Tranzact and Security Risk Advisors R••••••••), media telecom (2 of 33), tech enabled services (2 of 33) and 1 more
- Subsectors
- Media telecom (2 of 33), IT services MSP (2 of 33), insurance agencies brokerage (1 of 33), management consulting (1 of 33) and 2 more
- Deal roles
- 7 platforms, 1 add-on, 31 with role not stated
- Add-ons per platform
- 0.14 add-ons per platform
- Control
- 6 control, 33 not stated
- Where
- Co (1 of 33)
- By year
- 2022: 1 other deal; 2024: 1 add-on, 2 other deals; 2025: 1 platform, 2 other deals; 2026: 2 other deals
- Repeat counterparties
- W•••••• F••• • G•••••••• L•• (legal adviser) on 5 deals, M••••••• C•••••• P••••••• (sell-side adviser) on 2 deals, B•••••• L•• (legal adviser) on 2 deals, H••••••• L•••• (buy-side adviser) on 2 deals and 1 more
33 companies on the graph (9 transactions); most in business services (3); 7 platforms and 1 add-on; observed 2020 to 2026
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.
3 families, 5 vehicles on record
R•••••••• P••••••• I•• L••• · 2 vehicles · vintage 2025$240M
- R•••••••• P••••••• I•• L••• buyout or unlabelled · 2025$144M
- R•••••••• P••••••• I•••• L••• Feeder or parallel · 2025$96.2M
R•••••••• P••••••• I• L••• · 2 vehicles · vintage 2022$1.3B
- R•••••••• P••••••• I• L••• buyout or unlabelled · 2022$919M
- R•••••••• P••••••• I••• L••• Feeder or parallel · 2022$400M
R•••••••• P••••••• C•••••• L• · 1 vehicle · vintage 2020$33.5M
- R•••••••• P••••••• C•••••• L• buyout or unlabelled$33.5M
View all 5 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••••• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $144M as of Apr 8, 2026 | $749M | Unknown | |
| R•••••••• P••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2025 Form D first sale | $96.2M as of Apr 8, 2026 | $474M | Unknown | |
| R•••••••• P••••••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $919M as of Apr 8, 2026 | $0 | Mature | |
| R•••••••• P••••••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $400M as of Apr 8, 2026 | $0 | Mature | |
| R•••••••• P••••••• C•••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $33.5M as of Apr 8, 2026 | $0 | Harvest |
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.
32 current, 0 former
- Co-Founder, Managing Partner · since Apr 1, 2020
- Co-Founder, Managing Partner · since Apr 1, 2020
- Co-Founder & Managing Partner
- Co-Founder, Managing Partner · since Apr 1, 2020
- Partner
Full team · 32 peoplegrouped by role, with sources
Managing partner (4)
- C•••••• E••••• P••••••• · Co-Founder, Managing Partner · since Apr 1, 2020 Form ADV Firm website Press release Firm website Press release
- D•••• H• W•••••••• · Co-Founder, Managing Partner · since Apr 1, 2020 Form ADV Firm website Press release
- F•••• D•••••• · Co-Founder & Managing Partner · start date unknown Firm website Press release
- F•••••••• D•••••• · Co-Founder, Managing Partner · since Apr 1, 2020 Form ADV Press release
Partner (2)
- J••• M••••• · Partner · start date unknown Press release Firm website
- M••• G•••• · Partner · start date unknown Press release Firm website
Principal (3)
- A••• W••••••••• · Principal · start date unknown Firm website
- J••• B••••• · Principal · start date unknown Press release Firm website
- W••• W••••• · Principal · start date unknown Firm website Press release
Vice president (4)
- A•••••• B••••• · Senior Associate · start date unknown Firm website
- B•••••• W••••• · Senior Associate · start date unknown Firm website
- J••••••• L• · Senior Associate · start date unknown Firm website
- T•• M••••••• · Senior Associate · start date unknown Firm website
Associate (5)
- A••••• J•••• · Associate · start date unknown Firm website
- C•••••• F•••••• · Associate · start date unknown Firm website
- J••• H•••••• · Associate · start date unknown Firm website
- M••••• R••••• · Associate · start date unknown Firm website
- S•••• S••• · Associate · start date unknown Firm website
Operating partner (1)
- A••• H••• · Partner & Value Creation Lead · start date unknown Firm website
Investor relations (1)
- D••••• P••• M•••• · Partner & Head of Investor Relations · start date unknown Firm website
Platform (12)
- A•••• C••••• · Executive Assistant · start date unknown Firm website
- C••••• B•••••• · Assistant Controller · start date unknown Firm website
- C••••• C•••• · Director of Compliance · start date unknown Firm website
- E••• J•••• M••••••• · Chief Compliance Officer, General Counsel · since May 1, 2022 Form ADV Firm website
- F•••• D••••••• · Office Manager · start date unknown Firm website
- M•••• K•••••• · Partner & Head of India Operations · start date unknown Firm website
- M••••• C•••••• · Executive Assistant/IR Coordinator · start date unknown Firm website
- N••••• C•••••• · Accounting Manager · start date unknown Firm website
- P••••••• D• L•• S••••• · Partner & Chief Financial Officer · start date unknown Firm website
- S•••• A••••• P•••• · Chief Operating Officer, Partner · since Dec 1, 2020 Form ADV
- U••••••••• S••••••••• · Executive Assistant · start date unknown Firm website
- X••• P••••••• · Executive Assistant · 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. 39 portfolio relationships and 11 transactions are on this record.
39 on record, newest first · 7 platforms · 1 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | S•••••••• N•• Y••• | Majority investment | Sponsor (confirmed) | active held 3 months | unknown | prnewswire.com |
| Jul 8, 2026 | S•••••••• | Majority investment | Sponsor (confirmed) | active held 3 months | unknown | prnewswire.com |
| Jan 1, 2026 year stated on the firm's page | H••••••••• A••••••••• M• I••••••••• D••• J••• | Portfolio relationship | Role unknown | active held 9 months | unknown | Fact Firm website |
| Dec 16, 2025 | S•• C••••••••• | Debt financing | Sponsor (confirmed) | active held 9 months | unknown | monroecap.com |
| Oct 13, 2025 | S••••••• R••• A••••••• R•••••••• | Platform acquisition | Sponsor (confirmed) | active held 12 months | C•••••• P••••••• (confirmed) | sra.io |
All 39 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jul 8, 2026 | S•••••••• N•• Y••• | Majority investment | Sponsor (confirmed) | active held 3 months | unknown | prnewswire.com |
| Jul 8, 2026 | S•••••••• | Majority investment | Sponsor (confirmed) | active held 3 months | unknown | prnewswire.com |
| Jan 1, 2026 year stated on the firm's page | H••••••••• A••••••••• M• I••••••••• D••• J••• | Portfolio relationship | Role unknown | active held 9 months | unknown | Fact Firm website |
| Dec 16, 2025 | S•• C••••••••• | Debt financing | Sponsor (confirmed) | active held 9 months | unknown | monroecap.com |
| Oct 13, 2025 | S••••••• R••• A••••••• R•••••••• | Platform acquisition | Sponsor (confirmed) | active held 12 months | C•••••• P••••••• (confirmed) | sra.io |
| Mar 18, 2025 | 2• | Exit to a strategic buyer | Seller (confirmed) | exited exited Mar 18, 2025 | unknown | globenewswire.com |
| Jan 9, 2025 transaction announcement | S••••• | Portfolio relationship | Platform | active held 1.7 years | C•••••• P••••••• (confirmed) | Fact Press release |
| Jan 9, 2025 | S••••• | Majority investment | Sponsor (confirmed) | active held 1.7 years | unknown | prnewswire.com |
| Jan 1, 2025 year stated on the firm's page | H••••••••• P••••••••• P• I••••••••• D••• O•••••• | Portfolio relationship | Role unknown | active held 1.7 years | unknown | Fact Firm website |
| Jan 1, 2025 year stated on the firm's page | H••••••••• B••••••••• M• I••••••••• D••• J••• | Portfolio relationship | Role unknown | active held 1.7 years | unknown | Fact Firm website |
| Dec 9, 2024 | S•• C••••••••• | Growth investment | Sponsor (confirmed) | active held 1.8 years | J••• B••••• (confirmed) | prnewswire.com |
| Oct 24, 2024 | Q•••• add-on to E••• | Add-on acquisition | Sponsor (confirmed) | active held 1.9 years | F•••• D•••••• (confirmed) | egen.ai |
| Sep 9, 2024 transaction announcement | B••• M••••• | Portfolio relationship | Platform | active held 2.0 years | M••• G•••• (confirmed) | Fact Press release |
| Sep 9, 2024 | B••• M••••• | Majority investment | Sponsor (confirmed) | active held 2.0 years | unknown | prnewswire.com |
| May 16, 2024 | T••• | Exit to a strategic buyer | Seller (confirmed) | exited exited May 16, 2024 | unknown | randstaddigital.com |
| Jan 1, 2024 year stated on the firm's page | H••••••••• C••••••••• N• I••••••••• D••• D••••••• | Portfolio relationship | Role unknown | active held 2.7 years | unknown | Fact Firm website |
| Jan 1, 2024 year stated on the firm's page | H••••••••• N••••••• C• I••••••••• D••• D••••••• | Portfolio relationship | Role unknown | active held 2.7 years | unknown | Fact Firm website |
| Jan 1, 2024 year stated on the firm's page | T••••••• | Portfolio relationship | Role unknown | active held 2.7 years | unknown | Fact Firm website |
| Jan 1, 2024 year stated on the firm's page | B••••••••• | Portfolio relationship | Role unknown | active held 2.7 years | unknown | Fact Firm website |
| Jan 1, 2023 year stated on the firm's page | H••••••••• A•••••• T• I••••••••• D••• A•••• | Portfolio relationship | Role unknown | active held 3.7 years | unknown | Fact Firm website |
| Jan 1, 2023 year stated on the firm's page | M•••••••• | Portfolio relationship | Role unknown | active held 3.7 years | unknown | Fact Firm website |
| Jan 1, 2023 year stated on the firm's page | T•••••••• | Portfolio relationship | Role unknown | active held 3.7 years | unknown | Fact Firm website |
| Jan 1, 2023 year stated on the firm's page | H••••••••• B•••••• P• I••••••••• D••• M•••• | Portfolio relationship | Role unknown | active held 3.7 years | unknown | Fact Firm website |
| Aug 9, 2022 | S•••••••• | Majority investment | Sponsor (confirmed) | active held 4.1 years | unknown | r••••••••.com |
| Jan 1, 2022 year stated on the firm's page | H••••••••• C•••••••• M• I••••••••• D••• J••• | Portfolio relationship | Role unknown | active held 4.7 years | unknown | Fact Firm website |
| Jan 1, 2022 year stated on the firm's page | H••••••••• D•••••• T• I••••••••• D••• J•••••• | Portfolio relationship | Role unknown | exited held 4.7 years | unknown | Fact Firm website |
| Jan 1, 2021 year stated on the firm's page | H••••••••• C••••••• I• I••••••••• D••• O•••••• | Portfolio relationship | Role unknown | active held 5.7 years | unknown | Fact Firm website |
| Jan 1, 2021 year stated on the firm's page | H••••••••• B•••••• M• I••••••••• D••• S•••••••• | Portfolio relationship | Role unknown | exited held 5.7 years | unknown | Fact Firm website |
| Jan 1, 2020 year stated on the firm's page | H••••••••• L•••••• U••• I••••••••• D••• D••••••• | Portfolio relationship | Role unknown | active held 6.7 years | unknown | Fact Firm website |
| date unknown | E••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | Q••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | E••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
| date unknown | S••••••• R••• A••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | T•••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | H••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | B•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
14 relationships
Placement agents (1)
- R••• P••••••• ••••••••• L•• 2 shared · recurring · last May 5, 2025
Lenders (2)
- C••••••• C•••••• 2 shared · recurring · last Oct 13, 2025
- M••••• C•••••• M••••••••• A••••••• L•• 1 shared · one time · last Dec 16, 2025
Financial advisers (6)
- H••••••• L•••• 2 shared · recurring · last Jul 8, 2026
- M••••••• C•••••• P••••••• 2 shared · recurring · last Jul 8, 2026
- R••••• W• B•••• • C•• I••••••••• 1 shared · one time · last Jan 9, 2025
- C••••••• 1 shared · one time · last Sep 9, 2024
- P•••• S•••••• L••• 1 shared · one time · last Dec 9, 2024
- A•• P••••••• 1 shared · one time · last Oct 13, 2025
Legal advisers (5)
- W•••••• F••• • G•••••••• L•• 5 shared · very strong · last Jul 8, 2026
- B•••••• L•• 2 shared · recurring · last Jul 8, 2026
- G•••••••• T•••••• 1 shared · one time · last Dec 9, 2024
- S••• E•••• 1 shared · one time · last Oct 13, 2025
- M•••••• • F••• L•• 1 shared · one time · last Jan 9, 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
15 not already shown above, of 24 most recent
- Jul 8, 2026••• Locked
- Jul 8, 2026••• Locked
- Apr 8, 2026••• Locked
- Oct 13, 2025••• Locked
- Jun 30, 2025••• Locked
Full timeline · 24 eventsnewest first, including the LP commitments and deals above
- Jul 8, 2026••• Locked
- Jul 8, 2026••• Locked
- Jul 8, 2026••• Locked
- Jul 8, 2026••• Locked
- Apr 8, 2026••• Locked
- Oct 13, 2025••• Locked
- Oct 13, 2025••• Locked
- Jun 30, 2025••• Locked
- Mar 18, 2025••• Locked
- Mar 18, 2025••• Locked
- Jan 16, 2025••• Locked
- Jan 9, 2025••• Locked
- Jan 9, 2025••• Locked
- Dec 9, 2024••• Locked
- Dec 9, 2024••• Locked
- Oct 3, 2024••• Locked
- Oct 1, 2024••• Locked
- Sep 9, 2024••• Locked
- May 20, 2024••• Locked
- May 20, 2024••• Locked
- May 16, 2024••• Locked
- Feb 9, 2024••• Locked
- Aug 9, 2022••• Locked
- Jan 6, 2021••• Locked
Across the graphs
R•••••••• P••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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