DFX Intelligence
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G•• C•• A••••••• I•••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Nashville, TNg•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $213M
- PE fund assets
- $446M
- PE funds
- 5
- Investments held
- 0 of 40
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $10.0M to $200MRevenue $10.0M to $200M
- Graphs 3
- RAUM $213M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 9 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.45bn Private Equity Fund GAV on the Form ADV filed 2024-06-11
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 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 14, 2012 to Mar 25, 2026
- RAUM
- $213Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $446Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $213Mevery private fund type, latest filing
- 2024 PE fund GAV
- $446Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 89%
- Fund type mix
- filed 2024-06-11, latest gav Private Equity Fund $446M, latest counts Private Equity Fund 7, lifetime distinct Other Private Fund 1, Private Equity Fund 8
- Employees
- 9
- Headquarters
- Nashville, TN
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
40 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $200M
- EBITDA
- $10.0M to $200M
- 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
- roles
- unknown 40
- period
- to unknown, from unknown, undated holdings 40, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 40
- companies
- 40
- geography
- investments
- 40
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.025, value business services, examples Nth Degree, count 1, share 0.025, value financial services, examples Advantage
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.025, value advertising marketing, examples Nth Degree, count 1, share 0.025, value financial services, examples Advantage
40 companies on the graph (0 transactions); most in business services (1); no dated observations
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••••• V•• C••••••••• F•••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2017 first reported on Form ADV | $13.2M as of Jun 11, 2024 | no Form D | Unknown | |
| S•••••••• F••• V••• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $391M as of Jun 11, 2024 | no Form D | Unknown | |
| S•••••••• 2••• C••••••••• F•••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2009 year in the fund name | $793,629 as of Jun 11, 2024 | no Form D | Harvest | |
| S•••••••• V• 2••• C••••••••• F•••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2005 year in the fund name | $129,405 as of Jun 11, 2024 | no Form D | Harvest | |
| S•••••••• F••• V•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $35.0M as of Jun 11, 2024 | no Form D | Harvest | |
| S•••••••• F••• V• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.9M as of Jun 11, 2024 | no Form D | Harvest | |
| S•••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.3M as of Feb 14, 2012 | no Form D | Wound down | |
| G•• F••••• L•• ADV: Other Private Fund | SPV | unknown | $2.4M as of Feb 14, 2012 | no Form D | Wound down | |
| S•••••••• V• C••••••••• F•••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $313,232 as of Jun 11, 2024 | no Form D | Harvest |
Team
13 current, 1 former
Managing partner (2)
- B••••• D••••• B••• · President and CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••• D••••• B••• · President, Chief Executive Officer · since Feb 1, 1985 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- J•••• E••••• C••••••• B••• · Director · since Feb 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• E••••• C••••••• B••• · Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- D••••• D••••• N••••• · Executive Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• D••••• N••••• · Executive Vice President · since Nov 1, 1996 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••••• B•••• G••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B•••• G••••• · Vice President · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- C••• T• B•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- S•••••• E••••• B••••••• · Consultant / Operating Partner · since Feb 1, 1985 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- J•• W••••• Q•••••• · Chief Compliance Officer · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• E••••• B••••••• · Operations Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•• Q•••••• · Vice President of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- M•••• P••••••• D•••• · Chief Compliance Officer, Controller · Aug 1, 1985 to Oct 24, 2023 Inference
Portfolio
40 relationships, 0 platforms, 0 add-ons
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
2 disclosed
- A••••• P•••••••• F••• C••••••••• in S•••••••• F••• V•• L• $18.1M apfc.org
- A••••• P•••••••• F••• C••••••••• in S•••••••• F••• V••• L• $35.3M apfc.org
Events
2 most recent
- Mar 25, 2026••• Locked
- Feb 14, 2012••• Locked
Across the graphs
G•• C•• A••••••• I••• 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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