DFX Intelligence
Private Equity Intelligence
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Firms / R••• B•••••••• • C• L••
R••• B•••••••• • C• L••
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2023-03-31
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 29, 2012 to Mar 31, 2023
- RAUM
- $224Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $260,000reported gross assets (Form ADV), not fund size
- All private fund GAV
- $224Mevery 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
- 33%
- Fund type mix
- filed 2023-03-31, latest gav Hedge Fund $223M, Private Equity Fund $260,000, latest counts Hedge Fund 3, Private Equity Fund 1, lifetime distinct Hedge Fund 3, Other Private Fund 1, Private Equity Fund 2
- Employees
- 23
- Headquarters
- Birmingham, MI
- Office address
- 260 EAST BROWN STREET, SUITE 100, Birmingham, MI, 48009-6230
- Business phone
- 248-646-4000
Stated criteria beside observed behaviour
no observed deals yet
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
- not stated or not yet read
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
1 on record, 1 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•••••••• P•••••• P••••••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | unknown | $507,000 as of Dec 11, 2019 | no Form D | Wound down |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| B•••••••• P•••••• P••••••• I• L•• | P•••••• Equity Fund | 2014 to 2023 | $260,000 filed Mar 31, 2023 | adviserinfo.sec.gov |
Team
4 current, 1 former
Managing partner (2)
- J•••••• N••• B•••••••• · Chief Executive Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• H•••• B•••••••• · President · since Feb 1, 1991 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- K•••••• A••••• S•••• · Chief Financial Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• M••••• P•••••• · Chief Compliance Officer · since Mar 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- S•••••• B•••••••• · Trustee · Dec 1, 2012 to Mar 30, 2021 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
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
2 most recent
- Sep 1, 2026Adviser CRD 106229 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Mar 29, 2012R••• B•••••••• • C• L•• first filed Form ADV in the extract (IA)
Across the graphs
R••• B•••••••• • C• L•• 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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