DFX Intelligence
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C•• A•••• M••••••••• I•••
Hybrid managerClassification probableunsizedSEC registered investment adviser· Southfield, MIc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $192M
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 0 of 10
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors financial_services,business_services,healthcare
- Graphs 2
- RAUM $192M
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 1 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 2
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: Private Equity Funds are 1 of 5 distinct vehicles; hedge, securitized or liquidity vehicles 2
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 3, 2012 to Mar 26, 2026
- RAUM
- $192Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $0sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 20%
- Fund type mix
- filed 2024-12-26, latest gav Other Private Fund 0, Private Equity Fund 0, latest counts Other Private Fund 1, Private Equity Fund 1, lifetime distinct Hedge Fund 2, Other Private Fund 2, Private Equity Fund 1
- Employees
- 5
- Headquarters
- Southfield, MI
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
10 observed deals
Stated by the firm
- Sectors
- financial services, business services, healthcare
- 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 10
- period
- to unknown, from unknown, undated holdings 10, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 10
- companies
- 10
- geography
- investments
- 10
- 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
10 companies on the graph (0 transactions); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•• C•••••• P•••••••• L• ADV: Private Equity Fund | Buyout fund | unknown | $0 as of Dec 26, 2024 | no Form D | Harvest |
Team
6 current, 2 former
Managing partner (1)
- N•••• T••••••• · Former President and Chief Executive Officer at Yazaki North America · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (1)
Vice president (1)
- D••• R•••••• · Senior Vice President | Treasurer and Chief Investment Officer at Trinity Health · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- O•••• R••••• M•••••• · Managing Director/Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- K•••••• G••••• C••••• · Chief Compliance Officer · since Dec 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- M•••• R••••••• · Healthcare Executive | Entrepreneur | Visionary · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- K•••••••• E•••••••• L••• · Chief Compliance Officer · Apr 1, 2010 to May 14, 2013 Inference
- R•••••• A•••• G••••••• · Chief Operating Officer · Oct 1, 2008 to Apr 1, 2019 Inference
Portfolio
10 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
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
3 most recent
- Sep 17, 2026••• Locked
- Mar 26, 2026••• Locked
- Mar 3, 2012••• Locked
Across the graphs
C•• A•••• M••••••••• I••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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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