DFX Intelligence
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C••••• C•••••• A•••••••• L•
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· San Francisco, CAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.1B
- PE fund assets
- $2.6B
- PE funds
- 15
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors technology,healthcare,consumer,chemicals_materials,business_services,industrials,financial_services,media_telecom,environmental_services,distribution,automotive,transportation_logisticsGeography United States
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 24 of 24 distinct vehicles are sworn Private Equity Funds; 14 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.64bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 24 of 24 distinct vehicles are sworn Private Equity Funds; 14 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 31, 2026
- RAUM
- $3.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $2.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $2.6B, latest counts Private Equity Fund 11, lifetime distinct Private Equity Fund 24
- Employees
- 25
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- technology, healthcare, consumer, chemicals materials, business services, industrials, financial services, media telecom, environmental services, distribution, automotive, transportation logistics
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
24 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••• C•••••• I•••• H•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $893M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• C•••••• P••••••• V•• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $508M as of Mar 27, 2024 | no Form D | Early deployment | |
| C••••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $196M as of Mar 27, 2024 | no Form D | Early deployment | |
| C••••• C•••••• P••••••• V• S••••••••• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $38.2M as of Mar 27, 2024 | no Form D | Early deployment | |
| C••••• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $107M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $68.7M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $191M as of Mar 27, 2024 | no Form D | Harvest | |
| C••••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $45.6M as of Mar 27, 2024 | no Form D | Unknown | |
| C••••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $742,033 as of Mar 27, 2024 | no Form D | Harvest | |
| C••••• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $576M as of Mar 27, 2024 | no Form D | Harvest | |
| C••••• C•••••• P••••••• V• S••••••••• L••• ADV: Private Equity Fund | Buyout fund | 2016 first reported on Form ADV | $17.8M as of Mar 27, 2024 | no Form D | Harvest | |
| C••••• X••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $0 as of Mar 30, 2020 | no Form D | Wound down | |
| C••••• X•••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $6.0M as of Mar 30, 2022 | no Form D | Wound down | |
| C••••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $2.1M as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2013 first reported on Form ADV | $0 as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $8.2M as of Mar 29, 2018 | no Form D | Wound down | |
| C••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $7.2M as of Mar 30, 2022 | no Form D | Wound down | |
| C••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $1.4M as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• X•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $975,000 as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• X• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $326,895 as of Mar 29, 2018 | no Form D | Wound down | |
| C••••• C•••••• P••••••• I• S••••••••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $303,639 as of Mar 30, 2022 | no Form D | Wound down | |
| C••••• C•••••• O••••••• P••••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $303,385 as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 30, 2017 | no Form D | Wound down | |
| C••••• X••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 30, 2017 | no Form D | Wound down |
Team
8 current, 4 former
Managing partner (2)
- J•••• T••••• F•••••• · Co-President · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• N•••••• W••••••••• · Co-President · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (4)
- B•••• F••• F•••••• · Managing Director · since Aug 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• E••• T••••• · Managing Director · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• A••••• H•••• · Managing Director · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• F•••••• W•••• · Senior Managing Director · since Sep 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D••••• B•••• D••••• · Chief Compliance Officer And Chief Financial Officer · since Sep 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• R• B•••• · Managing Director/General Counsel · since Jan 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- D•••• P• L••••• · Managing Director · Jan 1, 2007 to Nov 22, 2013 Inference
- M•••••• S•••••• M••• · Managing Director · Jan 1, 2011 to Mar 29, 2018 Inference
- J••••• A••• T••••••• · Managing Director/Chief Compliance Officer/Chief Financial Officer · Sep 1, 2007 to May 25, 2012 Inference
- L•••• R•••• T••••• · Managing Director/Chief Compliance Officer/Chief Financial Officer · May 1, 2012 to May 16, 2014 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
1 relationships
Placement agents (1)
- M••••• • C•••••• L•• 1 shared · one time · last Jan 1, 2022
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
8 most recent
- Sep 1, 2026FitzM••• Completes Acquisition of United Transportation Services
- May 11, 2026C••••• Capital Appoints M•••••• O'Brien as Managing Director and Head of Business Development
- Mar 31, 2026C••••• C•••••• A•••••••• L•: Private Equity Funds on Form ADV 11 (2024 extract) -> 15 (roster 2026-09-01)
- Jan 7, 2026C••••• Capital Announces Acquisition of ReVamp Companies
- Sep 8, 2025FitzM••• Completes Acquisition of Hometown Logistics
- Apr 14, 2025FitzM••• Completes Acquisitions of High Point Logistics and PENTONIX Freight
- Jan 16, 2025Cypress Health Partners Expands Presence in New York Through Partnership with McCune, Murphy, & Potter Physical Therapy
- Feb 14, 2012C••••• C•••••• A•••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
C••••• C•••••• A•••••••• 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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