DFX Intelligence
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A•••• F••• M••••••••• L••
Venture firm with private equity activityClassification probableLower middle marketSEC registered investment adviser· Philadelphia, PA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.1B
- PE fund assets
- $28.0M
- PE funds
- 2
- Investments held
- 0 of 46
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors real_estate,industrials,transportation_logistics,technologyGeography United States
- Graphs 3
- Placement agents 3
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 18, 2026Venture firm with private equity activity (probable, 80%)Own website statement“••• Locked”a•••••••••.com
- Sep 13, 2026Candidate (candidate, 40%)Admitted on 1 Private Equity Fund(s) among 11 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 15, 2012 to Mar 31, 2026
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $28.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $198Mevery private fund type, latest filing
- 2024 PE fund GAV
- $28.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 18%
- Fund type mix
- Real estate fund: 8 funds, $170M reported gross assets, 9 ever reported
- Private equity fund: 2 funds, $28.0M reported gross assets
- Employees
- 22
- Headquarters
- Philadelphia, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
46 observed deals
Stated by the firm
- Sectors
- Real estate, industrials, transportation logistics, technology
- Geography
- United States
- 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
- 46 companies, 46 holdings
- Period
- 1993 to 2022 (41 dated observations, 5 holdings undated)
- Most deals
- Education (1 of 46, e.g. Hilton University of Florida), transportation logistics (1 of 46)
- Subsectors
- Education (1 of 46), warehousing (1 of 46)
- Deal roles
- 46 with role not stated
- Control
- 46 not stated
46 companies on the graph (0 transactions); most in education (1); observed 1993 to 2022
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•• A•••• D•••••• V••••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 Form D first sale | $25.4M as of Mar 31, 2026 | $18.1M | Early deployment | |
| A•••• F••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $2.6M as of Mar 31, 2026 | $5.3M | Unknown | |
| A•••• R••• E••••• P••••••• I•••• L•• ADV: R••• E••••• Fund | Real estate fund | 2016 first reported on Form ADV | $330,334 as of Mar 31, 2026 | no Form D | Harvest | |
| A•••• R••• E••••• P••••••• I•• L• ADV: R••• E••••• Fund | Real estate fund | 2014 first reported on Form ADV | $5.5M as of Mar 31, 2026 | no Form D | Harvest | |
| A•••• O••••••••• F••• I•• L• ADV: R••• E••••• Fund | buyout or unlabelled | 2014 first reported on Form ADV | $174,872 as of Mar 31, 2026 | no Form D | Harvest | |
| A•••• R••• E••••• P••••••• I• L• ADV: R••• E••••• Fund | Real estate fund | unknown | $2.7M as of Mar 31, 2026 | no Form D | 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). A person named by two sources under two spellings is shown once, with both sources.
28 current, 2 former
Managing partner (3)
- B•••• J• C•••••• · Partner & President · start date unknown Firm website
- C•••• a• S•••••• · Chairman & Chief Executive Officer · since Apr 1, 1995 Form ADV Firm website
- S•••• G••••• · President and Chief Investment Officer · start date unknown Firm website
Partner (9)
- C•••••• M•••••• · Managing Director- Acquisitions · start date unknown Firm website
- D•• S•••••• · Managing Director - H•••• Asset Management · start date unknown Firm website
- G••• D••••• · Managing Director – H•••• Acquisitions · start date unknown Firm website
- M••• A•••• · Managing Director, Asset Management, A•••• Living · start date unknown Firm website
- M••• B•••• · Managing Director- Head of RADV · start date unknown Firm website
- M•• S•••••• · Managing Director – Living Acquisitions & Development · start date unknown Firm website
- R••••• T•••••• · Managing Director- Asset Management · start date unknown Firm website
- S•••••• T• A••••• · Managing Director · start date unknown Firm website
- T••••• S•••••• · Managing Director · start date unknown Firm website
Principal (2)
- J••••• D••••••• · Director- Property Management · start date unknown Firm website
- J•••• T••••• · Senior Director- Office & Living · start date unknown Firm website
Associate (1)
- E•••• C•••••••• · Associate Asset Manager, A•••• Living · start date unknown Firm website
Investor relations (1)
- L••• M••••••••• · Senior Investor Relations Associate · start date unknown Firm website
Board or advisory (2)
- A••••• N•••• · Trustee · since Jul 1, 2015 Form ADV
- L••••••• N•••• · Trustee · since Jul 1, 2015 Form ADV
Platform (9)
- A••••• J••••• D•••••• · Chief Financial Officer · since Jul 1, 2021 Form ADV
- B•••••• R•• · Chief Operating Officer · start date unknown Firm website
- B•••• N••• · Outside General Counsel · start date unknown Firm website
- G••• S••••••••• · Managing Director - Information Technology · start date unknown Firm website
- J••••• S• C••••• · Chief Compliance Officer / Chief Operating Officer · since Apr 1, 2014 Form ADV Firm website
- P••••• L•••• · Chief Financial Officer · start date unknown Firm website
- R•••••• P••••••••• · Head of Property Operations · start date unknown Firm website
- S••••• R• S••••••• · Chief Financial Officer · start date unknown Firm website
- S•••• B••••••••• · Director - Human Resources & Compliance · start date unknown Firm website
Other (1)
- J•••••• P••••• · Head of Development, Design & Construction · start date unknown Firm website
2 former (kept with end dates)
- A••••• N•••• · Trustee · Apr 1, 1995 to Mar 21, 2018 Inference
- P•••• N•••• · Trustee · Apr 1, 1995 to Mar 21, 2018 Inference
Portfolio
46 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| 9••• W••••••••• | Role unknown | unknown | Jan 1, 2022 year stated on the firm's page | 4.7 years | unknown | Fact Firm website |
| D•••• • D••••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| E••• I••• K•• P•••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| E•••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| G•••• B•• S•• F•••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| G•• S•••••• B•• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| H•••• L•••• I••••••••• P•••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| I••••••••• L•••• I••••••••• P•••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| P•••••• B••••••• P••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| S••••••••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| S••••••••• B••••••• P••• | Role unknown | unknown | Jan 1, 2021 year stated on the firm's page | 5.7 years | unknown | Fact Firm website |
| A••••••• P•••••••• | Role unknown | unknown | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Firm website |
| B••••••••• P••• | Role unknown | unknown | Jan 1, 2020 year stated on the firm's page | 6.7 years | unknown | Fact Firm website |
| 4••• B••••••• | Role unknown | unknown | Jan 1, 2019 year stated on the firm's page | 7.7 years | unknown | Fact Firm website |
| E••• 1••• | Role unknown | unknown | Jan 1, 2019 year stated on the firm's page | 7.7 years | unknown | Fact Firm website |
| A••••••• a•• W•••• W•••• B••••••• P••• P•••••••• | Role unknown | unknown | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| C••••• C•••• I••••••••• B••••••• C••••• | Role unknown | unknown | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| E•••••• S••••• • C•••• C•••• | Role unknown | unknown | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| L• M••••••• N•• | Role unknown | unknown | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| P• I••••••••• P•••••••• | Role unknown | unknown | Jan 1, 2018 year stated on the firm's page | 8.7 years | unknown | Fact Firm website |
| B••• C••••• • G••••• | Role unknown | unknown | Jan 1, 2017 year stated on the firm's page | 9.7 years | unknown | Fact Firm website |
| S••••••• A•••••• | Role unknown | unknown | Jan 1, 2017 year stated on the firm's page | 9.7 years | unknown | Fact Firm website |
| 1••• M••••• S••••• | Role unknown | unknown | Jan 1, 2016 year stated on the firm's page | 10.7 years | unknown | Fact Firm website |
| H••••• U••••••••• o• F•••••• | Role unknown | unknown | Jan 1, 2016 year stated on the firm's page | 10.7 years | unknown | Fact Firm website |
| H••••• S•••• C••• | Role unknown | unknown | Jan 1, 2015 year stated on the firm's page | 11.7 years | unknown | Fact Firm website |
| T•• W•••••••• G•••• | Role unknown | unknown | Jan 1, 2015 year stated on the firm's page | 11.7 years | unknown | Fact Firm website |
| 1•••••• F••• F•••• | Role unknown | unknown | Jan 1, 2013 year stated on the firm's page | 13.7 years | unknown | Fact Firm website |
| L• M••••••• D••••• b• t•• G••••••• | Role unknown | unknown | Jan 1, 2013 year stated on the firm's page | 13.7 years | unknown | Fact Firm website |
| T•••• 1••• | Role unknown | unknown | Jan 1, 2013 year stated on the firm's page | 13.7 years | unknown | Fact Firm website |
| L••• E•• R••••• | Role unknown | unknown | Jan 1, 2012 year stated on the firm's page | 14.7 years | unknown | Fact Firm website |
| W••••• A•••••• P•••••••• N•••• | Role unknown | unknown | Jan 1, 2012 year stated on the firm's page | 14.7 years | unknown | Fact Firm website |
| B••••••• B•••••• C••••• | Role unknown | unknown | Jan 1, 2001 year stated on the firm's page | 25.7 years | unknown | Fact Firm website |
| T•• O••• C•••••••• H•••• | Role unknown | unknown | Jan 1, 2001 year stated on the firm's page | 25.7 years | unknown | Fact Firm website |
| T•• S•••• H•••• | Role unknown | unknown | Jan 1, 2001 year stated on the firm's page | 25.7 years | unknown | Fact Firm website |
| R••••••••• B••••••• G•••• | Role unknown | unknown | Jan 1, 2000 year stated on the firm's page | 26.7 years | unknown | Fact Firm website |
| T•• R••••••••• a• T•• R••••••••• P••••••••• | Role unknown | unknown | Jan 1, 2000 year stated on the firm's page | 26.7 years | unknown | Fact Firm website |
| C•••• M•••••••• B••••••• | Role unknown | unknown | Jan 1, 1998 year stated on the firm's page | 28.7 years | unknown | Fact Firm website |
| N•••• A••••••• B••••••• | Role unknown | unknown | Jan 1, 1995 year stated on the firm's page | 31.7 years | unknown | Fact Firm website |
| S•••• P••• C••••• | Role unknown | unknown | Jan 1, 1995 year stated on the firm's page | 31.7 years | unknown | Fact Firm website |
| J•••• R••• B••••••• | Role unknown | unknown | Jan 1, 1994 year stated on the firm's page | 32.7 years | unknown | Fact Firm website |
| T•• R••••••••• P••••••••• | Role unknown | unknown | Jan 1, 1993 year stated on the firm's page | 33.7 years | unknown | Fact Firm website |
| 1••• B••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
| 4•• S••••• A•• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
| C••••••• • 9•• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
| U•••• L••• S•••••• C••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
| W••• A••••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
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
3 relationships
Placement agents (3)
- C••••••••• W••••• A•••••••• L•• 4 shared · strong · last Jan 1, 2016
- E•••• F•••••••• C••••••••• L•• 1 shared · one time · last Jan 1, 2021
- T••••••••• C•••••• 1 shared · one time · last Jan 1, 2024
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
2 most recent
Across the graphs
A•••• F••• M••••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.
Independent Sponsors1RIA and Wealth1Real Estate Funds1
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.
Checking your plan…
Not yet on record: deals, last 12 months.