DFX Intelligence

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D••••• P•••••• G••••• M•••• A••••••• L•

Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Salt Lake City, UTj•••••••.com

Buyout firm, based in Salt Lake City, UT.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: Not established
PE fund assets: $46.9M
PE funds: 3
Investments held: 4 of 4
Deals, last 12 months: Not established

Funds and vehicles Team (2)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2024-03-22

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 3 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: exempt reporting adviser
Form ADV filings: Jun 30, 2017 to Mar 27, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 3
PE fund GAV, latest filing: $46.9Mreported gross assets (Form ADV), not fund size
All private fund GAV: $59.4Mevery private fund type, latest filing
2024 PE fund GAV: $46.9Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 75%
Fund type mix: filed 2024-03-22, latest gav Hedge Fund $29.9M, Private Equity Fund $46.9M, latest counts Hedge Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 1, Private Equity Fund 3
Employees: unknown
Headquarters: Salt Lake City, UT
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

4 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: not stated or not yet read
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: not stated or not yet read

Observed from deals on record

roles: unknown 4
period: to unknown, from unknown, undated holdings 4, dated observations 0
window: last unknown, first unknown
control: unknown 4
companies: 4
geography
investments: 4
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 0
disclosed value usd: n 0
sector distribution
holding period years: n 0
repeat counterparties
subsector distribution

4 companies on the graph (0 transactions); no dated observations

Funds

3 on record, 1 more on the reporting tape

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
D••••• P•••••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$12.3M as of Mar 22, 2024	no Form D	Unknown
D••••• P•••••• A•••••• L• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$12.0M as of Mar 22, 2024	no Form D	Unknown
D••••• P•••••• I•• L• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$22.6M as of Mar 22, 2024	no Form D	Harvest

Gross assets by year from the annual reporting tape

These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.

Fund	Type (ADV)	Years	Path	Latest reported GAV	Source
D••••• P•••••• T•••• L•	Private Equity Fund	2026 to 2026		$4.3M filed Mar 27, 2026	reports.adviserinfo.sec.gov

Team

2 current, 2 former

Managing partner (1)

M•••••• W••••••• L•••••• · Managing Member · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

J••• R• M••••• · Member · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

2 former (kept with end dates)

C••••• D•••• S••• · Chief Financial Officer · Jan 1, 2017 to Mar 29, 2021 Inference
R••• J•••• K•••••• · Cco · Jan 1, 2017 to Feb 28, 2020 Inference

Portfolio

4 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
H••••••• C••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••••• P••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
H••••••• T•••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
I••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

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

Jun 30, 2017
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9888888888888889,"evidence":"2 method: sum of component points, capped at 1.0
model score-pe-1
Research priority53 · ELEVATED: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","parmethod: sum of component points, capped at 1.0
missing: description, transactions, stated criteria, lenders, intermediaries, lps
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-23items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 23
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

D••••• P•••••• G••••• M•••• A••••••• 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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