DFX Intelligence
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B•••••••• E••••• L•
Buyout firmClassification probableUpper middle marketSEC registered investment adviser· Beverly Hills, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.1B
- PE fund assets
- $7.8B
- PE funds
- 19
- Investments held
- 2 of 14
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- Form Dnew offering
Filed a Form D on 14 Aug 2026, the first public sign that a vehicle is taking commitments.
A vehicle in market is when LPs and placement agents can still get in.
- 1 deal180 days
1 deal since 18 Jun 2026: bought J•••••• G•••••• B••••• (add-on, 18 Jun).
What it is buying now is the best guide to what it will buy next.
- -1fund on Form ADV
Private equity funds on its Form ADV went from 20 to 19 (-1).
Vehicles leaving the filing are funds wound up or moved to another adviser.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- Own website statement
- Size band
- Upper middle marketdefined by: proxy: $7.76bn Private Equity Fund GAV on the Form ADV filed 2026-04-16
Classification history (3)
- Sep 23, 2026
- Sep 15, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%)20 of 20 distinct vehicles are sworn Private Equity Funds; 20 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $7.1B · 19 PE funds · filed Apr 16, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 27, 2018 to Apr 16, 2026
- RAUM
- $7.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 19
- PE fund GAV, latest filing
- $7.8Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.8Bevery private fund type, latest filing
- 2024 PE fund GAV
- $8.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 19 funds, $7.8B reported gross assets, 27 ever reported
- Employees
- 37
- Headquarters
- Beverly Hills, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 14 observed dealsShowHide
Stated by the firm
- Sectors
- Business services, food beverage
- 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
- not stated or not yet read
Observed from deals on record
- On record
- 14 companies, 14 holdings, 1 transaction
- Period
- 2026 (2 dated observations, 13 holdings undated)
- Most deals
- Industrial manufacturing (4 of 14, e.g. ePac Flexible Packaging and Jimmy's Gourmet Bakery), agriculture (1 of 14)
- Subsectors
- Food manufacturing (2 of 14), printing (1 of 14), agriculture (1 of 14), miscellaneous manufacturing (1 of 14)
- Deal roles
- 1 platform, 1 add-on, 12 with role not stated
- Control
- 1 control, 13 not stated
- Where
- Nj (1 of 14)
- By year
- 2026: 1 add-on
14 companies on the graph (1 transaction); most in industrial manufacturing (4); 1 platform and 1 add-on; observed 2026 to 2026
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.
9 families, 32 vehicles on record
B•••••••• Q•••• F•••• L• · 1 vehicle · vintage 2025$598M
- B•••••••• Q•••• F•••• L• buyout or unlabelled$598M
B•••••••• P••••••• a• L••• · 3 vehicles · vintage 2024$297M
- B•••••••• P••••••• a• L••• buyout or unlabelled$248M
- B•••••••• P••••••• B• L••• buyout or unlabelled$36.1M
- B•••••••• P••••••• C• L••• buyout or unlabelled$13.2M
R•• A•••••• F••• L• · 1 vehicle · vintage 2023$1.8B
- R•• A•••••• F••• L• buyout or unlabelled · 2023$1.8B
B•••••••• F••• I•• L• · 3 vehicles · vintage 2023$196M
- B•••••••• F••• I•• L• buyout or unlabelled$141M
- B•••••••• F••• I•••• L• Feeder or parallel$46.5M
- B•••••••• I•••• L• Feeder or parallel · 2023$8.2M
B•••••••• F••• I••• L• · 4 vehicles · vintage 2017$1.3B
- B•••••••• F••• I••••• L• Feeder or parallel · 2018$687M
- B•••••••• F••• I••• L• buyout or unlabelled · 2017$625M
- B•••••••• I••• L• buyout or unlabelled
- B•••••••• I••••• L• Feeder or parallel
Co-investment vehicles · 17 vehicles · vintage 2024$3.8B
- B•••••••• N•••••• C••••••••• L• Co-investment vehicle · 2024$1.8B
- B•••••••• G•••••• C••••••••• L••• Co-investment vehicle · 2019$515M
- B•••••••• V••••• C••••••••• L••• Co-investment vehicle$263M
- B•••••••• P•••••• C••••••••• L••• Co-investment vehicle · 2022$240M
- B•••••••• W•••• C••••••••• L••• Co-investment vehicle · 2022$209M
- B•••••••• W•••• C••••••••• L••• Co-investment vehicle · 2022$197M
- B•••••••• W•••• C••••••••• L••• Co-investment vehicle · 2022$154M
- B•••••••• F•••••• ••• C••••••••• L••• Co-investment vehicle · 2020$127M
- B•••••••• T•••• C••••••••• L••• Co-investment vehicle · 2022$86.7M
- B•••••••• F•••••• C••••••••• L••• Co-investment vehicle · 2020$76.3M
- B•••••••• D••••• C••••••••• L••• Co-investment vehicle · 2023$44.4M
- B•••••••• F•••••• C••••••••• L••• Co-investment vehicle · 2020$33.7M
- B•••••••• F•••••• •••• C••••••••• L••• Co-investment vehicle · 2020$27.5M
- B•••••••• T•••• C••••••••• L••• Co-investment vehicle · 2022$323,481
- B•••••••• S••••••••• C••••••••• L••• Co-investment vehicle
- M••••• C•••••••• F••••• P•••••• L• Co-investment vehicle
- B•••••••• S••••••••• C••••••••• L••• Co-investment vehicle
3 smaller families are in the full list of vehicles.
View all 32 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• N•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $1.8B as of Apr 16, 2026 | $0 | Early deployment | |
| R•• A•••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $1.8B as of Apr 16, 2026 | no Form D | Active deployment | |
| B•••••••• D••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $44.4M as of Apr 12, 2024 | $0 | Early deployment | |
| B•••••••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $8.2M as of Apr 12, 2024 | $0 | Early deployment | |
| B•••••••• P•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $240M as of Apr 16, 2026 | $0 | Mature | |
| B•••••••• W•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $209M as of Apr 16, 2026 | $0 | Active deployment | |
| B•••••••• W•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $197M as of Apr 16, 2026 | $0 | Active deployment | |
| B•••••••• W•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $154M as of Apr 16, 2026 | $0 | Active deployment | |
| B•••••••• T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $86.7M as of Apr 12, 2024 | $0 | Early deployment | |
| B•••••••• T•••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $323,481 as of Apr 16, 2026 | $0 | Harvest | |
| B•••••••• F•••••• ••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $127M as of Apr 12, 2024 | no Form D | Harvest | |
| B•••••••• F•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $76.3M as of Apr 12, 2024 | no Form D | Harvest | |
| B•••••••• F•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $33.7M as of Apr 12, 2024 | no Form D | Harvest | |
| B•••••••• F•••••• •••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2020 first reported on Form ADV | $27.5M as of Apr 12, 2024 | no Form D | Harvest | |
| B•••••••• G•••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2019 first reported on Form ADV | $515M as of Apr 16, 2026 | no Form D | Mature | |
| B•••••••• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2018 Form D first sale | $687M as of Apr 16, 2026 | $494M | Active deployment | |
| B•••••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 Form D first sale | $625M as of Apr 16, 2026 | $242M | Active deployment | |
| B•••••••• Q•••• F•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $598M as of Apr 16, 2026 | $0 | Unknown | |
| B•••••••• V••••• C••••••••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $263M as of Apr 16, 2026 | $0 | Unknown | |
| B•••••••• P••••••• a• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $248M as of Apr 16, 2026 | $0 | Unknown | |
| B•••••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $141M as of Apr 16, 2026 | no Form D | Harvest | |
| M••••• A••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $115M as of Apr 16, 2026 | no Form D | Unknown | |
| C••••• F•••• A••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $59.9M as of Apr 16, 2026 | no Form D | Unknown | |
| B•••••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $46.5M as of Apr 16, 2026 | no Form D | Harvest | |
| B•••••••• P••••••• B• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $36.1M as of Apr 16, 2026 | $0 | Unknown | |
| L•••• B••• H••••••• B• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $34.5M as of Apr 12, 2024 | no Form D | Unknown | |
| B•••••••• P••••••• C• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.2M as of Apr 16, 2026 | $0 | Unknown | |
| B•••••••• I••• L• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Fundraising |
| B•••••••• S••••••••• C••••••••• L••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
| B•••••••• I••••• L• | Feeder or parallel | unknown | unknown | no reporting | $0 | Fundraising |
| M••••• C•••••••• F••••• P•••••• L• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Unknown |
| B•••••••• S••••••••• C••••••••• L••• | Co-investment vehicle | unknown | unknown | no reporting | $0 | Fundraising |
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); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
52 current, 2 former
- Director, Office of A••• W•••••, CEO
- Partner, Investment Team
- Partner & Chief Transformation Officer
- Managing Director, Investment Team
- Managing Director, Investment Team
Full team · 52 peoplegrouped by role, with sources
Managing partner (1)
- M•••••• P••••••• · Director, Office of A••• W•••••, CEO · start date unknown Firm website
Partner (12)
- A•••• K•••••••• · Partner, Investment Team · start date unknown Firm website
- D••••• P••••• · Partner & Chief Transformation Officer · start date unknown Firm website
- E••• T••••••••• · Managing Director, Investment Team · start date unknown Firm website
- F•••••••• D••••••••• · Managing Director, Investment Team · start date unknown Firm website
- K•••• H•••••• · Project Manager · start date unknown Firm website
- N••••• O••••• · Managing Director, Transformation Team · start date unknown Firm website
- N•••••• B••••• · Project Manager · start date unknown Firm website
- P•••• G•••• · Senior Manager, Transformation Team · start date unknown Firm website
- T• W•••• · Senior Manager, Transformation Team · start date unknown Firm website
- V••••• P•••• · Partner, Investment Team · start date unknown Firm website
- A••• S••••• W••••• · Member · since Oct 1, 2015 Form ADV Firm website
- D••••• M•••••• B••• · Member · since Oct 1, 2015 Form ADV
Principal (3)
- E••• C•• · Director, Transformation Team · start date unknown Firm website
- E•••• P••••• · Executive Director, Foundation · start date unknown Firm website
- M•••••• C•••• · Director of Technology · start date unknown Firm website
Vice president (7)
- A••• M• · Senior Associate, Investment Team · start date unknown Firm website
- C•••••••• M•••••••• · Vice President, Investment Team · start date unknown Firm website
- C•••••••• P••••• · Vice President, Transformation Team · start date unknown Firm website
- K•••• C••••••• · Senior Associate, Transformation · start date unknown Firm website
- K••••• V•••••••• · Senior Associate, Investment Team · start date unknown Firm website
- M••• S•••••• · Vice President, Transformation Team · start date unknown Firm website
- S•••• F•••••• · Vice President, Investment Team · start date unknown Firm website
Associate (8)
- E•••• H••• · Associate, Investment Team · start date unknown Firm website
- J••••• P••••••• · Associate, Investment Team · start date unknown Firm website
- J•••••• K••• · Associate, Investment Team · start date unknown Firm website
- J•••••• L•• · Associate, Investment Team · start date unknown Firm website
- K•••• S••• · Associate, Transformation Team · start date unknown Firm website
- L••••• S••••• · Associate, Transformation Team · start date unknown Firm website
- N••• P•••• · Associate, Investment Team · start date unknown Firm website
- T••••• B•••• · Associate, Investment Team · start date unknown Firm website
Operating partner (5)
- B••• A•••• · Operating Advisor · start date unknown Firm website
- J••• D••• · Operating Advisor · start date unknown Firm website
- M••••••• S••••••• · Operating Advisor · start date unknown Firm website
- R••••• H••••• · Operating Advisor · start date unknown Firm website
- W•••• S•••• · Operating Advisor · start date unknown Firm website
Investor relations (4)
- A••••••• O• · Associate, Capital Formation · start date unknown Firm website
- J•• T••••• · Incoming Managing Director & Head of Capital Formation · start date unknown Firm website
- J•••• K••••• · Executive Assistant, Investor Relations · start date unknown Firm website
- K••••••• L• · Vice President, Capital Formation · start date unknown Firm website
Platform (9)
- C•••••• H•••••• · Corporate Controller · start date unknown Firm website
- E•••• L•••• · Operations Manager, Foundation · start date unknown Firm website
- F••••• F••••• · Fund Controller · start date unknown Firm website
- H••••• E••••• · Executive Assistant · start date unknown Firm website
- J••••••• L•• · Fund Controller · start date unknown Firm website
- K••• W••••• · Executive Assistant · start date unknown Firm website
- K•••• L••• · Executive Assistant · start date unknown Firm website
- P•••• H•• C•••• T••• · Chief Financial Officer, Chief Compliance Officer And Managing Director · since Mar 1, 2024 Form ADV Firm website
- S••••• G•••• · Vice President, Finance & Strategy · start date unknown Firm website
Other (3)
- J••••••• L••••• · Head of Human Capital · start date unknown Firm website
- S•••• K•••••• · Senior Fund Accountant · start date unknown Firm website
- T••• G••• · Staff Accountant · start date unknown Firm website
2 former (kept with end dates)
- F•••••• C•••••••• R•••••• · Chief Compliance Officer · Jun 1, 2018 to Jun 17, 2019 Inference
- N••••• I••• O••• · Chief Financial Officer, Chief Compliance Officer · Jul 1, 2019 to Mar 30, 2023 Inference
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. 14 portfolio relationships and 1 transaction are on this record.
14 on record, newest first · 1 platform · 1 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | J•••••• G•••••• B••••• add-on to R••• B••••• C•••••• | Add-on acquisition | Sponsor (derived) | active held 3 months | unknown | prnewswire.com |
| date unknown | P••• • G•••••• O••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••••••• O••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | e••• F••••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P••••••• A••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
All 14 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | J•••••• G•••••• B••••• add-on to R••• B••••• C•••••• | Add-on acquisition | Sponsor (derived) | active held 3 months | unknown | prnewswire.com |
| date unknown | P••• • G•••••• O••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | M••••••• O••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | e••• F••••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | P••••••• A••••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | T•• D••••••• P•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | O••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | B•••••••• F•••• F•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••• N•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | Q•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | G••••••• B••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | R••• B••••• C•••••• | Portfolio relationship | Platform | active | unknown | Fact Firm website |
| date unknown | C••••• F•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | C••••• F•••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- U•• S••••••••• L•• 5 shared · very strong · last Jan 1, 2023
- L•••••• I••••••••• L•• 1 shared · one time · last Jan 1, 2024
- E••••••• G•••• L••••• 1 shared · one time · last Jun 17, 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.
1 LPs, 2 disclosed commitments
- C••••••••• P••••• E••••••••• R••••••••• S•••••2 commitments to 2 funds · $1.3B disclosed
All 2 commitmentsgrouped by LP, largest first
C••••••••• P••••• E••••••••• R••••••••• S••••• $1.3B disclosed
- in R•• A•••••• F••• L• $1.2B calpers.ca.gov
- in B•••••••• F••• I•• L• $125M calpers.ca.gov
Events
18 most recent
- Sep 23, 2026••• Locked
- Jul 22, 2026••• Locked
- Jun 18, 2026••• Locked
- May 27, 2026••• Locked
- May 4, 2026••• Locked
Full timeline · 18 eventsnewest first, including the LP commitments and deals above
- Sep 23, 2026••• Locked
- Jul 22, 2026••• Locked
- Jun 18, 2026••• Locked
- May 27, 2026••• Locked
- May 4, 2026••• Locked
- Apr 16, 2026••• Locked
- Feb 25, 2026••• Locked
- Jan 15, 2026••• Locked
- Jan 15, 2026••• Locked
- Aug 5, 2025••• Locked
- Jul 22, 2025••• Locked
- Jan 7, 2025••• Locked
- Jan 7, 2025••• Locked
- Aug 15, 2024••• Locked
- Aug 15, 2024••• Locked
- May 8, 2024••• Locked
- May 6, 2024••• Locked
- Jun 27, 2018••• Locked
Across the graphs
B•••••••• E••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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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