DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
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Firms / A•••••• I••••••••• M••••••••• L•
A•••••• I••••••••• M••••••••• L•
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $2.19bn Private Equity Fund GAV on the Form ADV filed 2024-03-30
- Strategies
- SPECIAL SITUATIONS
Classification history (2)
- Sep 15, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“A•••••• Investment Partners is a private equity firm that invests in industry-leading, middle market businesses.”xn--a-1hnaaaaaaaa.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 10 of 10 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
- Nov 19, 2013 to Mar 30, 2024
- RAUM
- $2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $2.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-30, latest gav Private Equity Fund $2.2B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 10
- Employees
- 29
- Headquarters
- New York, NY
- Office address
- 550 FIFTH AVENUE, 8TH FLOOR, New York, NY, 10036-5007
- Business phone
- (212) 897-2888
Stated criteria beside observed behaviour
25 observed deals
Stated by the firm
- Sectors
- technology
- Geography
- not stated or not yet read
- Revenue
- $50.0M to $750M
- EBITDA
- $10.0M to $60.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $30.0M to $150M
- Control
- control
- Thesis
- A•••••• Investment Partners is a private equity firm that invests in industry-leading, middle market businesses.
Observed from deals on record
- roles
- add on 2, unknown 22, platform 3
- period
- to 2024-11-06, from 2024-06-06, undated holdings 23, dated observations 8
- window
- last 2024-11-06, first 2024-06-06
- control
- control 3, unknown 24
- companies
- 25
- geography
- investments
- 27
- seller kinds
- transactions
- 4
- cadence by year
- 2024 add ons 2, platforms 1, other deals 1
- platform add on
- add ons 2, platforms 3, add ons per platform 0.67
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.08, value life sciences, examples Contract Pharmaceuticals Limited Canada, Hobson & Motzer, count 2, share 0.08, value industrial manufacturing, examples Outlook Group, Smart manufacturing equipment.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.04, value life sciences, examples Contract Pharmaceuticals Limited Canada, count 1, share 0.04, value medical devices, examples Hobson & Motzer, count 1, share 0.04, value plastics rubber products, examples Outlook Group, count 1, share 0.04, value miscellaneous manufacturing, examples Smart manufacturing equipment.
25 companies on the graph (4 transactions); most in life sciences (2); 3 platforms and 2 add-ons; observed 2024 to 2024
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• O••••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $456M as of Mar 30, 2024 | no Form D | Unknown | |
| A•••••• O••••••••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $35.9M as of Mar 30, 2024 | no Form D | Early deployment | |
| A•••••• I••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $634M as of Mar 30, 2024 | no Form D | Early deployment | |
| A•••••• I••••••••• P••••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $216M as of Mar 30, 2024 | no Form D | Early deployment | |
| A•••••• I••••••••• P••••••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $398M as of Mar 30, 2024 | no Form D | Successor fundraising | |
| A•••••• I••••••••• P••••••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $60.6M as of Mar 30, 2024 | no Form D | Mature | |
| A•••••• I••••••••• P••••••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $391M as of Mar 30, 2024 | no Form D | Harvest | |
| A•••••• C•••••••• I• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $2.0M as of Mar 31, 2023 | no Form D | Wound down | |
| A•••••• I••••••••• P••••••• D••••••••• O••••••••• L••• ADV: Private Equity Fund | Special situations fund | unknown | $570,577 as of Mar 31, 2023 | no Form D | Wound down | |
| A•••••• I••••••••• P••••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $0 as of Nov 19, 2013 | no Form D | Unknown |
Team
29 current, 6 former
Managing partner (4)
- B•••••• B••••• · Co-Founder & Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B•••••• C•••••• B••••• · Co-Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••••••• H•••••• T••••• · Co-Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••• F••••••••• · Co-Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- C•••• A•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Principal (5)
- B•••••• C•••••• B••••• · Principal/Member · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• H•••••• T••••• · Principal/Member · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• T•••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• F•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••••• F••••••••• · Principal/Member · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (7)
- A•••••• M••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• S•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• G•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• P••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• B•••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• F•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z•••••• Z••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (4)
- B•••••• S••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• H••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• N••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• O••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- A• C•••••••• R••••• · Managing Director, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- J•••••• L•••• B•••• · CFO + Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• L•••• B•••• · Chief Financial Officer/Chief Compliance Officer · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• E•••• · Director of Finance · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• R•••••••• · Office Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• N••••••••• · Accounting Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- R••••• •••• S•••• · Trustee · Apr 1, 2011 to Feb 22, 2018 Inference
- P••• •••• S•••• · President Of A•••••• Investment Advisors, Llc · Aug 1, 2009 to Feb 22, 2018 Inference
- J•••••• P••• W••• · Chief Compliance Officer Of A•••••• I••••••••• M••••••••• L• And A•••••• Investment Advisors, Llc · Feb 1, 2012 to Jan 24, 2014 Inference
- J•••• L••• E••••••• · Treasurer Of A•••••• Investment Advisors, Llc · Aug 1, 2009 to Feb 22, 2018 Inference
- L••••••• R•••• · Chief Compliance Officer Of A•••••• I••••••••• M••••••••• L• And A•••••• Investment Advisors, Llc · Jan 1, 2014 to Feb 3, 2015 Inference
- D••••• S•••••• K•••••• · Vice President Of A•••••• Investment Advisors, Llc · Aug 1, 2009 to Feb 22, 2018 Inference
Portfolio
27 relationships, 3 platforms, 2 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 6, 2024 | Type not stated | O•••••• G•••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
| Aug 20, 2024 | Add-on acquisition | H••••• • M••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
| Aug 20, 2024 | Add-on acquisition | H••••• • M••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
| Jun 6, 2024 | Platform acquisition | C••••••• P••••••••• L•••••• C••••• | Sponsor (confirmed) | xn--a-1hnaaaaaaaa.com |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (2)
- U•• S••••••••• L•• 4 shared · strong · last Jan 1, 2019
- J•••••••• L•• 1 shared · one time · last Jan 1, 2024
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
- Aug 4, 2025A•••••• Investment Partners and Craft Work Capital Complete Sale of Rogers Building Solutions
- Nov 6, 2024A•••••• Investment Partners Announces Partnership with O•••••• G••••
- Nov 6, 2024A•••••• Investment Partners Announces Partnership with O•••••• G••••
- Aug 20, 2024V••••••• M•••••• Completes Strategic Acquisition of H••••• • M•••••
- Jun 6, 2024A•••••• Investment Partners Acquires C••••••• P••••••••• L••••••
- Jun 6, 2024A•••••• Investment Partners Acquires C••••••• P••••••••• L••••••
- Jan 22, 2024A•••••• Investment Partners Completes Sale of Stewart Tubular Products
- Nov 19, 2013A•••••• I••••••••• M••••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
A•••••• I••••••••• M••••••••• 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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