DFX Intelligence
Private Equity Intelligence
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Firms / N•••• B••••• C•••••• M••••••••• L•••
N•••• B••••• C•••••• M••••••••• L•••
N•••• B••••• Capital
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.43bn Private Equity Fund GAV on the Form ADV filed 2024-03-26
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 distinct vehicles are sworn P•••••• Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 23, 2020 to Mar 26, 2024
- RAUM
- $430Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $433Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $433Mevery private fund type, latest filing
- 2024 PE fund GAV
- $433Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-26, latest gav Private Equity Fund $433M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 7
- Employees
- 9
- Headquarters
- Oak Brook, IL
- Office address
- 2215 YORK ROAD, SUITE 420, Oak Brook, IL, 60523
- Business phone
- 630-782-1590
Stated criteria beside observed behaviour
13 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $100M
- EBITDA
- $2.0M to $10.0M
- 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
- roles
- unknown 13
- period
- to unknown, from unknown, undated holdings 13, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 13
- companies
- 13
- geography
- investments
- 13
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 3
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.077, value aerospace defense, examples Circuit Check, count 1, share 0.077, value industrial manufacturing, examples STARC Systems, count 1, share 0.077, value specialty distribution, examples Motion Solutions
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.077, value aerospace defense, examples Circuit Check, count 1, share 0.077, value miscellaneous manufacturing, examples STARC Systems, count 1, share 0.077, value misc durable wholesale, examples Motion Solutions
13 companies on the graph (0 transactions); most in aerospace defense (1); no dated observations
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| N•••• B••••• C•••••• F••• I•• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $207M as of Mar 26, 2024 | no Form D | Unknown | |
| N•••• B••••• C•••••• F••• I• S•••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $6.0M as of Mar 26, 2024 | no Form D | Unknown | |
| C•••••• C•••• H•••••• C••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $23.0M as of Mar 26, 2024 | no Form D | Harvest | |
| A••• H•••••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $18.1M as of Mar 26, 2024 | no Form D | Active deployment | |
| N•••• B••••• C•••••• F••• I• S•••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $6.4M as of Mar 26, 2024 | no Form D | Mature | |
| R••••••• P••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $0 as of Apr 12, 2022 | no Form D | Wound down | |
| N•••• B••••• C•••••• F•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $173M as of Mar 26, 2024 | no Form D | Mature |
Team
14 current, 1 former
Managing partner (1)
- J••••••• E••• L••••• · Partner; Managing Member · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (7)
- B••• H•••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• B••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• B•••• B••••• · Limited Partner · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• L••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• J•••• G••• · Limited Partner · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T• G••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• W•••••• H•••• · Partner; Member · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- N••• R• J•••••••• · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- J•••• C•••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• B••••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- R•• K••• · OPERATING PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- K•••• B••••••• · CHIEF FINANCIAL OFFICER and CHIEF COMPLIANCE OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• a• F••••• · Chief Financial Officer, Chief Compliance Officer · since Aug 1, 2021 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)
- N••• R• J•••••••• · Chief Compliance Officer · May 1, 2020 to Aug 2, 2021 Inference
Portfolio
13 relationships, 0 platforms, 0 add-ons
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
1 relationships
Placement agents (1)
- M•• P•••••• F••• A••••••• L•• 2 shared · recurring · 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
2 most recent
- Apr 29, 2026N•••• B••••• C•••••• M••••••••• L•••: P•••••• Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
- Jan 23, 2020N•••• B••••• C•••••• M••••••••• L••• first filed Form ADV in the extract (ERA)
Across the graphs
N•••• B••••• C•••••• 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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