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 / L•• L••
L•• L••
Premier access to the lower-middle market. Explore private equity, credit, and capital solutions with $1B AUM and unmatched private markets expertise.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.28bn Private Equity Fund GAV on the Form ADV filed 2024-06-10
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 30, 2015 to Jun 10, 2024
- RAUM
- $279Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $279Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $279Mevery private fund type, latest filing
- 2024 PE fund GAV
- $279Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-10, latest gav Private Equity Fund $279M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 20
- Headquarters
- Dallas, TX
- Office address
- 2519 FAIRMOUNT ST., Dallas, TX, 75201
- Business phone
- 469-351-3470
Stated criteria beside observed behaviour
35 observed deals
Stated by the firm
- Sectors
- industrials
- Geography
- Midwest
- 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
- control,majority,minority
- Thesis
- At LongWater, we seek to make control equity investments in industrial businesses where we bring unique perspectives and experiences to drive long term growth.
Observed from deals on record
- roles
- add on 6, unknown 28, platform 1
- period
- to 2026-07-21, from 2024-01-01, undated holdings 15, dated observations 26
- window
- last 2026-07-21, first 2025-05-01
- control
- control 6, unknown 29
- companies
- 35
- geography
- count 1, share 0.029, value NY, count 1, share 0.029, value FL, count 1, share 0.029, value MD
- investments
- 35
- seller kinds
- transactions
- 6
- cadence by year
- 2025 add ons 2, 2026 add ons 4
- platform add on
- add ons 6, platforms 1, add ons per platform unknown
- sector known for
- 24
- disclosed value usd
- n 0
- sector distribution
- count 9, share 0.257, value industrial manufacturing, examples Lewis Cabinet Specialties, Royal Products Inc., Fox River, Myriad Art Group, count 7, share 0.2, value industrial services, examples Sepratech Liquid Solutions, Cypress Rail Solutions, LaunchPad Home Group, Norlee Group, count 3, share 0.086, value specialty distribution, examples Grand Equipment Company, Jetta Corporation, Catalis, count 2, share 0.057, value business services, examples Engineering Resource Group (ERG), Breakout Studio, count 1, share 0.029, value software, examples AstreaX, count 1, share 0.029, value consumer services, examples North American Lawn & Landscape, count 1, share 0.029, value life sciences, examples Vion Biosciences
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 5, share 0.143, value miscellaneous manufacturing, examples Fox River, Myriad Art Group, San Benito Shutter, XCaliber Container, count 2, share 0.057, value industrial machinery repair, examples Cypress Rail Solutions, Norleegroup, count 2, share 0.057, value fabricated metal products, examples Kadon Precision Machining, Midland Garage Door, count 1, share 0.029, value furniture manufacturing, examples Lewis Cabinet Specialties, count 1, share 0.029, value primary metal, examples Royal Products Inc., count 1, share 0.029, value machinery equipment wholesale, examples Grand Equipment Company, count 1, share 0.029, value engineering services, examples Engineering Resource Group (ERG), count 1, share 0.029, value waste treatment, examples Sepratech Liquid Solutions
35 companies on the graph (6 transactions); most in industrial manufacturing (9); 1 platforms and 6 add-ons; observed 2024 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•• S•••••• O••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $109M as of Jun 10, 2024 | no Form D | Unknown | |
| A•• I• L••• S•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $13.6M as of Jun 10, 2024 | no Form D | Unknown | |
| L•• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $105M as of Jun 10, 2024 | no Form D | Unknown | |
| L•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $51.1M as of Jun 10, 2024 | no Form D | Successor fundraising |
Team
28 current, 0 former
Managing partner (4)
- B••••• B••••• · Managing Member · since Nov 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••• B••••• · Co-Founder & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B••••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B••••••• · Managing Member · since Nov 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (6)
- B•• D••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• W••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• C••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•• P•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• G••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- M•••••• H••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (6)
- A••• L•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• T••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• A••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• K••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• Q•••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- C••• S•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• A•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- J•• C••••• · Operating Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (3)
- J•••• C•••••• · Director of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• B•••••• · Investor Relations Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L••• · Director of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- E•••• H••••• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C•••••••• · Director of Accounting, Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• K•••••••• A••••• · Director Of Finance And Chief Compliance Officer · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••• H••• · Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- C•••• K•••• · Senior Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
35 relationships, 1 platforms, 6 add-ons
Transactions
6 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 21, 2026 | Add-on acquisition | K•• I••••••••• S••••••• | Sponsor (derived) | launchpadhomegroup.com |
| Jun 2, 2026 | Add-on acquisition | P•••••••• I••••••••• S••••••• | Sponsor (derived) | launchpadhomegroup.com |
| Feb 3, 2026 | Add-on acquisition | T•• C••••• I••••••••• | Sponsor (derived) | launchpadhomegroup.com |
| Jan 8, 2026 | Add-on acquisition | R• H••• I••••••••• | Sponsor (derived) | launchpadhomegroup.com |
| Oct 20, 2025 | Add-on acquisition | S•••• H••• S••••••• | Sponsor (derived) | launchpadhomegroup.com |
| May 1, 2025 | Add-on acquisition | V••••• B••••••• I••••••••• | Sponsor (derived) | launchpadhomegroup.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
20 most recent
- Sep 17, 2026Diversifying Away from Private Credit Noise Market Insight With uncertainty continuing to swirl around upper middle market private credit, the LongWater team wanted to share this overview highlighting how the lower middle market provides meaningful structural advantages to investors. Apr 2026
- Sep 17, 2026LongWater Private Equity Announces Acquisition of Americh J•••• C•••••••••, a portfolio company of LongWater, an operationally-focused private equity firm located in Dallas, Texas, is pleased to announce the strategic acquisition of Americh, a premier manufacturer of luxury bathtubs and shower base
- Sep 17, 2026Completes First SBIC Fund Investment with V••••• L••••••• LongWater is pleased to announce its investment in V••••• L•••••••, a provider of commercial lighting and shading solutions based in Linthicum Heights, Maryland. The investment marks the first deployment of capital from LongWater’s inaugural
- Sep 17, 2026LongWater Capital S•••••••• announces an investment in V••••• L••••••• LongWater Capital S•••••••• announces a direct debt and minority equity investment in V••••• L•••••••. May 2025
- Sep 17, 2026LongWater Partners with Industry Executives to Form C•••••• R••• S•••••••• LongWater today announced the formation of C•••••• R••• S•••••••• (“C••••••”), a new railcar services company that it formed in partnership with longtime industry executives Randy Meyer and Brian Trammell. Oct 2024
- Sep 17, 2026LongWater Announces Investment In M•••••• G••••• D••• LongWater O••••••••• is pleased to announce that it has partnered with M•••••• G••••• D•••, a leading manufacturer of commercial and residential garage doors, through a strategic investment in the Company. Jul 2023
- Sep 17, 2026LongWater Announces Acquisition of Interia, S••••• E/L LongWater O•••••••••, a private equity firm with offices in Dallas, TX and Fargo, ND, is pleased to announce the acquisition of Interia Hospitality and S••••• E/L, two leading art consultants, publishers, and manufacturers of customized art p
- Sep 17, 2026LongWater Acquires Thermotec G•••• LongWater O•••••••••, a private equity firm with offices in Dallas, TX and Fargo, ND, is pleased to announce the acquisition of Thermotec G••••, a leading fabricator of custom glass products in Central and South Texas. Jul 2022
- Sep 17, 2026LongWater Announces Acquisition of Pistil Designs LongWater O••••••••• is pleased to announce the acquisition of Pistil Designs, a leading designer of premium headwear, bags, and related outdoor apparel and accessories. Founded in 2003, Pistil has grown to become a highly recognized brand name in
- Sep 17, 2026LongWater sells portfolio companies S•• B••••• S•••••• and L•••• C•••••• S••••••••• LongWater O••••••••• is pleased to announce the sale of two of its portfolio companies, S•• B••••• S•••••• and L•••• C•••••• S•••••••••, to Monument Microcap Partners. Nov 2021
- Sep 17, 2026LongWater Announces Acquisition of X••••••• C•••••••• LongWater O••••••••• is pleased to announce the acquisition of X••••••• C••••••••, a leading provider of shipping containers and custom-fabricated container structures across the greater Midwest. Oct 2021
- Sep 17, 2026LongWater Announces First Close of L•• F••• I••• L• LongWater O••••••••• announced the first closing of its third fund, L•• F••• I••• L•, a $100 million fund. With $53 million committed in the first closing, LWO has received strong support from existing and new investors. Jul 2021
- Sep 17, 2026LongWater Announces Acquisition of Soho M••••• LongWater O•••••••••, an operationally-focused private equity firm headquartered in Dallas, Texas, is pleased to announce the acquisition of Soho M•••••, a consultant, curator, and manufacturer of custom art packages, from Janie Stanfield, who co-fou
- Sep 17, 2026LongWater Announces Acquisition of L•••• C•••••• S••••••••• LongWater O••••••••• is pleased to announce the acquisition of L•••• C•••••• S••••••••• Group, LLC, a manufacturer of custom cabinets, from the L•••• family, who founded and have managed the business since its inception in 1990. Oct 20
- Sep 17, 2026LongWater Announces Acquisition of Kalisher LongWater O••••••••• is pleased to announce the acquisition of Kalisher from the founders. Kalisher is one of the world’s leading creators, curators, and manufacturers of art for the commercial hospitality industry. Feb 2018
- Sep 17, 2026LongWater Announces Acquisition of S•• B••••• S•••••• Company LongWater O••••••••• is pleased to announce the acquisition of S•• B••••• S•••••• Company in partnership with Bill and Michele Lee, who have led the business since its inception 26 years ago. Apr 2016
- Sep 17, 2026LongWater Announces Acquisition of Standard Merchandising Co. LongWater O••••••••• is pleased to announce the acquisition of Standard Merchandising Co. (“SMC”) from Jeff and Lee Tarnoff, third-generation proprietors who have been leading the 93-year-old family business for the past 40 years. Dec
- Sep 17, 2026LongWater Announces Acquisition of M• G•••• T••••••••• LongWater O•••••••••, an operationally‐focused private equity firm headquartered in Dallas, Texas, is pleased to announce the acquisition of M• G•••• T••••••••• in partnership with the Mammen family. Nov 2015
- Sep 17, 2026LongWater Sells C•••••••••; Successfully Closes First Fund LongWater O••••••••• has sold C•••••••••, Inc., which provides specialized circuit board assembly and related electronic manufacturing services, to Corridor Capital. Jan 2015
- Nov 30, 2015L•• L•• first filed Form ADV in the extract (ERA)
Across the graphs
L•• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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