DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / L•••• C•••••• L••
L•••• C•••••• L••
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.06bn Private Equity Fund GAV on the Form ADV filed 2024-06-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jul 25, 2017 to Jun 27, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 16
- PE fund GAV, latest filing
- $1.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-27, latest gav Private Equity Fund $1.1B, latest counts Private Equity Fund 16, lifetime distinct Private Equity Fund 19
- Employees
- 5
- Headquarters
- San Juan, PR
- Office address
- 53 CALLE PALMERAS, SUITE 601, San Juan, PR, 00901
- Business phone
- 775-298-5350
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- industrials, technology, energy
- 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
- We provide capital and support that adapts to the journey - through pivots, breakthroughs, and everything in between.
Observed from deals on record
- roles
- unknown 19
- period
- to unknown, from unknown, undated holdings 19, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 19
- companies
- 19
- geography
- count 2, share 0.105, value CA
- investments
- 19
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.053, value software, examples ChargePoint, count 1, share 0.053, value industrial manufacturing, examples Freeform
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.053, value software, examples ChargePoint, count 1, share 0.053, value miscellaneous manufacturing, examples Freeform
19 companies on the graph (0 transactions); most in software (1); no dated observations
Funds
18 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•••• C•••••• S•••• L•• ADV: Private Equity Fund | Fund of funds | 2024 first reported on Form ADV | $29.0M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• V•• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $13.1M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• V•••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $20.8M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $614M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• S•• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $112M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• W••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $31.8M as of Jun 27, 2024 | no Form D | Early deployment | |
| L••••••• C•••••• S•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $125M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• C• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $5.4M as of Jun 27, 2024 | no Form D | Unknown | |
| L•••• C•••••• R•• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $26.5M as of Jun 27, 2024 | no Form D | Active deployment | |
| L••••••• C•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $20.5M as of May 20, 2020 | no Form D | Wound down | |
| L•••• C•••••• S•• S•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $3.0M as of May 20, 2020 | no Form D | Wound down | |
| L•••• C•••••• R•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $42.2M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• V•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $28.6M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• C• V• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $3.1M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• C• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $2.1M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• C•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $6.1M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• C• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.1M as of Jun 27, 2024 | no Form D | Harvest | |
| L•••• C•••••• C• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.0M as of Jun 27, 2024 | no Form D | Harvest |
Team
5 current, 0 former
Managing partner (1)
- B••••••• L•••••• J•••••• · DataFox CEO & Co-Founder (Acquired by Oracle), Goldman Sachs, Stanford MBA · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- A•••••••• P••••••• G•••• · Member · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••••• L•••••• J•••••• · Managing Director · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• W••••••• L•••• · Managing Director And Chief Investment Officer · since Oct 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- R••• J••••• H••••• · Chief Compliance Officer · since Mar 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
19 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
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
- Jul 30, 2026L•••• C•••••• L••: Private Equity Funds on Form ADV 16 (2024 extract) -> 13 (roster 2026-09-01)
- Jul 25, 2017L•••• C•••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
L•••• C•••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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