DFX Intelligence

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F••••• C•••••• L•

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Burlington, MAf•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $877M
PE fund assets: $877M
PE funds: 7
Investments held: 0 of 5
Deals, last 12 months: Not established

Funds and vehicles Team (6)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Sectors technology,environmental_services,agriculture,food_beverageGeography Global
Also held on 2 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 2
0 lenders and 1 placement agents appear beside this firm on the record.
Placement agents 1

Classification

How this organization is classified, and on what basisBuyout firm · 3 in historyShow

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Lower middle marketdefined by: proxy: $0.88bn Private Equity Fund GAV on the Form ADV filed 2024-05-01

Classification history (3)

Sep 16, 2026
Buyout firm (probable, 80%, cls-pe-2)
own website statement
“••• Locked”
f•••••••••.com
Sep 16, 2026
Buyout firm (probable, 80%, cls-pe-2)
own website statement
“••• Locked”
f•••••••••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jul 28, 2016 to May 1, 2024
RAUM: $877Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 7
PE fund GAV, latest filing: $877Mreported gross assets (Form ADV), not fund size
All private fund GAV: $877Mevery private fund type, latest filing
2024 PE fund GAV: $877Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-05-01, latest gav Private Equity Fund $877M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
Employees: 12
Headquarters: Burlington, MA
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

5 observed deals

Stated by the firm

Sectors: technology, environmental services, agriculture, food beverage
Geography: Global
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

roles: unknown 5
period: to unknown, from unknown, undated holdings 5, dated observations 0
window: last unknown, first unknown
control: unknown 5
companies: 5
geography
investments: 5
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share 0.2, value agriculture, examples Agriculture
holding period years: n 0
repeat counterparties
subsector distribution: count 1, share 0.2, value agriculture, examples Agriculture

5 companies on the graph (0 transactions); most in agriculture (1); no dated observations

Funds

7 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
M•••• F•••• L• ADV: Private Equity Fund	buyout or unlabelled	2021 first reported on Form ADV	$85.8M as of May 1, 2024	no Form D	Active deployment
F••••• A••••••••• F••• I• P••••••• • L• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$151M as of May 1, 2024	no Form D	Mature
F••••• T••••• F••• I• P••••••••• L• ADV: Private Equity Fund	Feeder or parallel	2018 first reported on Form ADV	$150M as of May 1, 2024	no Form D	Mature
F••••• A••••••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$137M as of May 1, 2024	no Form D	Mature
F••••• T••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$129M as of May 1, 2024	no Form D	Mature
F••••• A••••••••• F••• I• P••••••••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$116M as of May 1, 2024	no Form D	Mature
F••••• T••••• F••• I• P••••••••• L• ADV: Private Equity Fund	Feeder or parallel	unknown	$108M as of May 1, 2024	no Form D	Mature

Team

6 current, 2 former

Partner (4)

A••••• G•••••• A••••••••• · Member · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A••••• G••••• W•••••••• · Member · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J••• S•••• E•••• · Managing Director · since Feb 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
O••••• J••••• G••••••• · Member · since Jul 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (2)

D•••• J••••• M•••• · Chief Compliance Officer, Chief Operating Officer, Chief Financial Officer · since Apr 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
L•••• R•••••• · Chief Risk Officer · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

2 former (kept with end dates)

M•••••• C•••••••• · Managing Director · Oct 1, 2016 to Mar 29, 2024 Inference
S••••• J•••••• C•••• M••••••• · Chief Financial Officer · Jul 1, 2016 to May 21, 2021 Inference

Portfolio

5 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
A•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
f••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
I••••••••• M•••••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
M••••••• R••• A••••• F•• R••• R••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
S••••••• • A•••••••	Role unknown	unknown	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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••••••• G••••• I••• 6 shared · very strong · last Jan 1, 2018

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

Mar 31, 2026
F••••• C•••••• L•: Private Equity Funds on Form ADV 7 (2024 extract) -> 8 (roster 2026-09-01)
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Jul 28, 2016
F••••• C•••••• L• first filed Form ADV in the extract (ERA)
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness100 · HIGH: as of: 2026-09-21items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":1,"evidence":"0 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority44 · MODERATE: as of: 2026-09-21items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-21items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite5 · LOW: as of: 2026-09-21items: [{"code":"STATED_CRITERIA_PUBLISHED","points":0.05,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness75 · HIGH: as of: 2026-09-21items: [{"code":"FIELDS_PRESENT","points":0.75,"evidence":["website","description","funmethod: sum of component points, capped at 1.0
missing: transactions, lenders, lps
model score-pe-1
Fund deployment activity35 · MODERATE: as of: 2026-09-21items: [{"code":"FUNDS_DEPLOYING","points":0.35,"caution":"deployment state is read fromethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 34
Sources: 3
Open research tasks: 1

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

F••••• C•••••• 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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