DFX Intelligence

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C• C•••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· New York, NYc•••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $329M
PE fund assets: $801M
PE funds: 7
Investments held: 1 of 1
Deals, last 12 months: 0

Funds and vehicles Team (3)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

Also held on 1 other DFX graph, so its behaviour can be read from more than one side.
Graphs 1
1 lenders and 3 placement agents appear beside this firm on the record.
Lenders 1Placement agents 3
Reported $329M of regulatory assets at its last Form ADV filing.
2026-05-06
RAUM $329M

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 18 of 18 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2024-03-29

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 18 of 18 distinct vehicles are sworn P•••••• Equity Funds; 13 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 May 6, 2026
RAUM: $329Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 7
PE fund GAV, latest filing: $801Mreported gross assets (Form ADV), not fund size
All private fund GAV: $385Mevery private fund type, latest filing
2024 PE fund GAV: $801Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-29, latest gav Private Equity Fund $801M, latest counts Private Equity Fund 12, lifetime distinct Private Equity Fund 18
Employees: 8
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

1 observed deals

Stated by the firm

Sectors: not stated or not yet read
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: ••• Locked

Observed from deals on record

roles: platform 1
period: to 2021-10-14, from 2021-10-14, undated holdings 0, dated observations 2
window: last 2021-10-14, first 2021-10-14
control: control 1
companies: 1
geography
investments: 1
seller kinds
transactions: 1
cadence by year: 2021 platforms 1
platform add on: add ons 0, platforms 1, 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

1 companies on the graph (1 transactions); 1 platforms and 0 add-ons; observed 2021 to 2021

Funds

18 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
C••••• H•••••• I••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$23.9M as of Mar 29, 2024	no Form D	Unknown
C• C•••••• I•••••••• I• F•••••••• P•••••••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 first reported on Form ADV	$28.7M as of Mar 29, 2024	no Form D	Harvest
C• C•••••• I•••••••• I• F•••••••• P••••••• ••••••••• L• ADV: P•••••• Equity Fund	Feeder or parallel	2019 first reported on Form ADV	$19.9M as of Mar 29, 2024	no Form D	Harvest
C• ••••••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$8.3M as of Mar 30, 2023	no Form D	Wound down
C• F••• I•• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$2.2M as of Mar 29, 2024	no Form D	Unknown
C• •••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2018 first reported on Form ADV	$349,215 as of Mar 30, 2020	no Form D	Wound down
C• C•••••• I•••••••• I•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	2017 first reported on Form ADV	$53.1M as of Mar 29, 2024	no Form D	Unknown
C• C•••••• I•••••••• I•• ••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$1.8M as of Mar 29, 2024	no Form D	Harvest
C• C•••••• I•••••••• I•• ••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$658,202 as of Mar 29, 2024	no Form D	Harvest
C• C•••••• I•••••••• I••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2016 first reported on Form ADV	$633M as of Mar 29, 2024	no Form D	Mature
C• F••• I• C••••••••• P•••••••• L• ADV: P•••••• Equity Fund	Co-investment vehicle	2013 first reported on Form ADV	$108,490 as of Mar 29, 2024	no Form D	Harvest
C• ••••••••• C••••••••• P•••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$74.5M as of May 29, 2013	no Form D	Wound down
C• C•••••• I•••••••• I•• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$35.8M as of Mar 29, 2024	no Form D	Harvest
C• C•••••• I•••••••• I• ••••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$1.4M as of Mar 29, 2024	no Form D	Harvest
C• C•••••• I•••••••• I• ••••• L••• ADV: P•••••• Equity Fund	Feeder or parallel	unknown	$1.2M as of Mar 29, 2024	no Form D	Harvest
C••••••••• ••••••••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$1.1M as of Oct 7, 2021	no Form D	Wound down
C••••••••• G• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$541,052 as of Oct 7, 2021	no Form D	Wound down
C••••••••• P•••••• I•••••••• L•• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$359,304 as of Oct 7, 2021	no Form D	Wound down

Team

3 current, 3 former

Partner (1)

F•••••••• J••••• I••••• · Member · since Nov 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

J••••• S••• B•••••••• · General Counsel/Chief Compliance Officer · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••••• T•••••• F•••••• · Chief Financial Officer · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

3 former (kept with end dates)

S••••• M••••• L•••••••• · Member · Nov 1, 2008 to May 1, 2014 Inference
J••••• T••••••••• · Chief Financial Officer · May 1, 2011 to Feb 23, 2015 Inference
J••• G••••• F••••• · Chief Operating Officer · Jan 1, 2015 to May 21, 2018 Inference

Portfolio

1 relationships, 1 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
T•• C••••• G••••	Platform	active	Oct 14, 2021 transaction announcement	4.9 years	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Oct 14, 2021	Platform acquisition	T•• C••••• G••••	Sponsor (confirmed)	churchillam.com

Placement agents, lenders, advisers and co-investors

4 relationships

Placement agents (3)

L••••• F••••• • C•• L•• 1 shared · one time · last Jan 1, 2012
M••••••• G••••• I••• 1 shared · one time · last Jan 1, 2016
L••••• • C•• L•••••• 1 shared · one time · last Jan 1, 2012

Lenders (1)

C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Oct 14, 2021

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

May 6, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Oct 14, 2021
••• Locked
Platform investmentFactT•• C••••• G••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Feb 14, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority44 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite20 · LOW: as of: 2026-09-22items: [{"code":"RECENT_FUND","points":0.2,"caution":"a recent fund is evidence of deplmethod: sum of component points, capped at 1.0
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","description","funmethod: sum of component points, capped at 1.0
missing: stated criteria, lps, cross dfx
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 32
Sources: 3
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

C• C•••••• P••••••• is the same institution as 1 record in RIA and Wealth.

RIA 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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