DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
B•••••••• E•••••
Hybrid managerClassification probableunsized· Manhattan Beach, CA
••• Locked
As of · identity and classification; each section below carries its own date
- PE funds
- 1
- Investments held
- 1 of 3
- Deals, last 12 months
- 0
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 14, 2026Hybrid manager (probable, 65%)Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)1 PE funds · filed Mar 25, 2026ShowHide
- Adviser type
- unknown
- Form ADV filings
- ? to Mar 25, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $26.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour1 of 8 criteria stated · 3 observed dealsShowHide
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
- On record
- 3 companies, 3 holdings, 1 transaction
- Period
- 2025 (2 dated observations, 2 holdings undated)
- Most deals
- Software (1 of 3, e.g. Disruptive software built for the modern era)
- Subsectors
- Software (1 of 3)
- Deal roles
- 3 with role not stated
- Control
- 3 not stated
- Where
- Ca (1 of 3)
- By year
- 2025: 1 other deal
3 companies on the graph (1 transaction); most in software (1); observed 2025 to 2025
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
0 families, 0 vehicles on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
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); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
6 current, 0 former
- Co-Founder & Managing Partner
- Co-Founder & Managing Partner
- Managing Partner
- Vice President
- Senior Associate
Full team · 6 peoplegrouped by role, with sources
Managing partner (3)
- N••••••• L••••• · Co-Founder & Managing Partner · start date unknown Firm website
- R••• W••• · Co-Founder & Managing Partner · start date unknown Firm website Press release
- N••• L••••• · Managing Partner · start date unknown Press release
Vice president (3)
- A••••• B••••• · Vice President · start date unknown Firm website
- J••• R•••••••• · Senior Associate · start date unknown Firm website
- R••• M•••••••• · Vice President · start date unknown Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 3 portfolio relationships and 1 transaction are on this record.
3 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 24, 2025 | H••••••• T•••• I••• | Growth investment | Sponsor (confirmed) | active held 1.3 years | N••• L••••• (confirmed) | haystackteam.com |
| date unknown | H••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | D••••••••• s••••••• b•••• f•• t•• m••••• e•• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
2 relationships
Financial advisers (2)
- K••••••• T••••••••• 1 shared · one time · last Jun 24, 2025
- S••••••• E••••• G•••• 1 shared · one time · last Jun 24, 2025
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
0 LPs, 0 disclosed commitments
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 not already shown above, of 3 most recent
- Aug 7, 2025••• Locked
- Jun 24, 2025••• Locked
Full timeline · 3 eventsnewest first, including the LP commitments and deals above
- Aug 7, 2025••• Locked
- Jun 24, 2025••• Locked
- Jun 24, 2025••• Locked
Across the graphs
B•••••••• E••••• 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.
Checking your plan…
Not yet on record: regulatory AUM, PE fund assets.