DFX Intelligence
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B••••••••• I••••••••• P•••••••
CandidateClassification candidateLower middle marketSEC exempt reporting adviser· Toronto
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $268M
- PE funds
- 3
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. Last change: 23 Mar 2026, Private equity funds on its Form ADV went from 2 to 3 (+1).
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisCandidate · 2 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- Admitted on 3 Private Equity Fund(s) among 7 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.27bn Private Equity Fund GAV on the Form ADV filed 2026-03-23
Classification history (2)
- Sep 23, 2026Candidate (candidate, 40%)Admitted on 3 Private Equity Fund(s) among 7 vehicles; no rule fired
- Sep 13, 2026Hybrid manager (probable, 65%)Private Equity Funds are 2 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)3 PE funds · filed Mar 23, 2026ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Sep 18, 2015 to Mar 23, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $268Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $729Mevery private fund type, latest filing
- 2024 PE fund GAV
- $268Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 43%
- Fund type mix
- Hedge fund: 4 funds, $461M reported gross assets
- Private equity fund: 3 funds, $268M reported gross assets
- Employees
- unknown
- Headquarters
- Toronto, Canada
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour2 of 8 criteria stated · no observed deals yetShowHide
Stated by the firm
- Sectors
- Safety security
- 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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
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.
3 families, 3 vehicles on record
B••• I•• F••• L• · 1 vehicle · vintage 2025$95.6M
- B••• I•• F••• L• buyout or unlabelled$95.6M
B••• G••• P•••••• P••••••••• L• · 1 vehicle · vintage 2023$122M
- B••• G••• P•••••• P••••••••• L• buyout or unlabelled · 2023$122M
B••• G••• U• F••••• T•••• · 1 vehicle · vintage 2023$50.2M
- B••• G••• U• F••••• T•••• Feeder or parallel · 2023$50.2M
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B••• G••• P•••••• P••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $122M as of Mar 23, 2026 | no Form D | Unknown | |
| B••• G••• U• F••••• T•••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $50.2M as of Mar 23, 2026 | no Form D | Unknown | |
| B••• I•• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $95.6M as of Mar 23, 2026 | $0 | Unknown |
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.
6 current, 1 former
- Chairman · since Oct 1, 2007
- Owner · since Jun 1, 2017
- Owner · since Jun 1, 2017
- Vice President, Investor Relations
- Executive Assistant to the Chairman of the Board of Directors
Full team · 6 peoplegrouped by role, with sources
Managing partner (1)
- L••••••• S•••••• B•••••••• · Chairman · since Oct 1, 2007 Form ADV
Partner (2)
- J••••••• I•• B•••••••• · Owner · since Jun 1, 2017 Form ADV Firm website
- S••••• S•• · Owner · since Jun 1, 2017 Form ADV
Investor relations (1)
- D•••• S•••••• · Vice President, Investor Relations · start date unknown Firm website
Platform (2)
- M•••••• S•••••••• · Executive Assistant to the Chairman of the Board of Directors · start date unknown Firm website
- S•••• H•••••• S••• · Chief Compliance Officer · since Mar 1, 2020 Form ADV Firm website
1 former (kept with end dates)
- D••••••• E•• S•••• · Chief Operating Officer And Chief Compliance Officer · Apr 1, 2015 to Mar 25, 2020 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. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, 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 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 most recent
Across the graphs
B••••••••• I••••••••• 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.
Checking your plan…
Not yet on record: regulatory AUM, investments held, deals, last 12 months.