DFX Intelligence
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W• P•••••••• L•
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Aventura, FLw••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.0B
- PE fund assets
- $1.0B
- PE funds
- 9
- Investments held
- 14 of 14
- 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
- Revenue $15.0M to $100M
- Graphs 2
- Placement agents 8
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 14 of 14 distinct vehicles are sworn Private Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 1, 2015 to Mar 31, 2026
- RAUM
- $1.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $948Mevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $1.0B, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 14
- Employees
- 20
- Headquarters
- Aventura, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $100M
- 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 14
- period
- to unknown, from unknown, undated holdings 14, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 14
- companies
- 14
- geography
- investments
- 14
- 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
14 companies on the graph (0 transactions); no dated observations
Funds
15 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H•• I•• I••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $123M as of Mar 28, 2024 | no Form D | Early deployment | |
| H•• I•• I••••••••• P••••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $25.7M as of Mar 28, 2024 | no Form D | Early deployment | |
| H•• I•• I••••••••• P••••••• F••• a• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $23.7M as of Mar 28, 2024 | no Form D | Unknown | |
| H•• I•• O••••••• P••••••• F•••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $16.9M as of Mar 28, 2024 | no Form D | Unknown | |
| H•• I• I••••••••• A•• R•• S••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $206M as of Mar 28, 2024 | no Form D | Early deployment | |
| H•• I• I••••••••• A•• V••••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $186M as of Mar 31, 2023 | no Form D | Wound down | |
| W• C••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.7M as of Mar 28, 2024 | no Form D | Early deployment | |
| H•• I• I••••••••• M••••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $516M as of Mar 28, 2024 | no Form D | Active deployment | |
| H•• I• F•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $141M as of Mar 29, 2021 | no Form D | Wound down | |
| H•• I• M• P•••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $99.8M as of Mar 28, 2024 | no Form D | Active deployment | |
| H•• I• P••••••• F•• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $98.9M as of Mar 29, 2021 | no Form D | Wound down | |
| H•• I• I••••••••• F•• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $25.1M as of Mar 29, 2021 | no Form D | Wound down | |
| H•• S••••••••• I••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $29.7M as of Mar 29, 2019 | no Form D | Wound down | |
| H•• S••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $16.1M as of Mar 29, 2019 | no Form D | Wound down | |
| W• H•• S••••••••• F••• 1• L• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
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 |
|---|---|---|---|---|---|
| H•• I•• E••••••• C•••••••• F•••• L• | Private Equity Fund | 2026 to 2026 | $888,535 filed Mar 31, 2026 | reports.adviserinfo.sec.gov |
Team
23 current, 2 former
Managing partner (3)
- A•••••••• W•••••••• M• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••• C•••••••• · Managing Partner And Cio · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••• C•••••••• · CEO, Managing Partner & CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (5)
- A•••••••• W•••••••• · Manager Of General Partner · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• M••••• · Senior Managing Director - Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• M••••• · Elected Manager · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• M••••• · Elected Manager · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• M•••••• · Executive Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- D•••• T••••• · Director of Information Systems · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- J••••••• T••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• L••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (10)
- A••••• H•••••••• · Director of Legal Affairs · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••• V•••• · Executive Assistant and People Operations Administrator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• V••••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• B•••• · Chief Operations Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• P•••••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• P•••••• · General Counsel And Chief Compliance Officer · since Aug 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• J••••• · Vice President of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B•••• · Chief Financial Officer · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- N•••• E•••••• · Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T• M••••• · Director of People Operations and Benefits · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- F•••••• M•••• · Marketplace Portfolio Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• K••••• · Social Commerce Portfolio Lead · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
2 former (kept with end dates)
- A•••••••• E•••••• W•••••••• · Owner · Oct 1, 2015 to Mar 29, 2019 Inference
- A•••••• C••••••••• R••••••• · Cco, General Counsel · Jun 1, 2015 to Dec 2, 2016 Inference
Portfolio
14 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
8 relationships
Placement agents (8)
- L•••••• V••• I••••••••• I••• 11 shared · very strong · last Jan 1, 2023
- F••••••••• E••••• C•••••• L•• 8 shared · very strong · last Jan 1, 2023
- A••••• H••••• 4 shared · strong · last Jan 1, 2023
- V•• A••••••• L•• 2 shared · recurring · last Jan 1, 2016
- H•••••••• A••••••••• L•• 2 shared · recurring · last Jan 1, 2016
- L•••••• V••• 1 shared · one time · last Jan 1, 2016
- V•••••• L••• A•••••••• L•• 1 shared · one time · last Jan 1, 2016
- L•••••• V••• 1 shared · one time · last Jan 1, 2016
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
- Mar 31, 2026••• Locked
- Jan 15, 2025••• Locked
- Mar 28, 2024••• Locked
- Sep 12, 2023••• Locked
- Jul 7, 2023••• Locked
- Mar 7, 2023••• Locked
- Mar 2, 2022••• Locked
- Sep 20, 2021••• Locked
- Sep 20, 2021••• Locked
- Aug 31, 2021••• Locked
- Jul 29, 2021••• Locked
- Jun 17, 2021••• Locked
- Jan 12, 2021••• Locked
- Aug 5, 2020••• Locked
- Jul 23, 2020••• Locked
- Jul 2, 2019••• Locked
- Jul 19, 2017••• Locked
- Feb 10, 2017••• Locked
- Mar 8, 2016••• Locked
- Jun 1, 2015••• Locked
Across the graphs
W• P•••••••• L• 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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