DFX Intelligence
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R•••••••• P•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Boston, MAr•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $924M
- PE fund assets
- $924M
- PE funds
- 6
- Investments held
- 47 of 48
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA $3.0M to $15.0MSectors healthcare,manufacturing,life_sciences,technologyGeography North America
- Latest Form D Jul 16, 2026
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.96bn Private Equity Fund GAV on the Form ADV filed 2024-03-19
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 distinct vehicles are sworn Private Equity Funds; 10 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Apr 27, 2026
- RAUM
- $924Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $924Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $924Mevery private fund type, latest filing
- 2024 PE fund GAV
- $924Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2026-04-27, latest gav Private Equity Fund $924M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 12
- Employees
- 27
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
48 observed deals
Stated by the firm
- Sectors
- healthcare, manufacturing, life sciences, technology
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- $3.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 48
- period
- to unknown, from unknown, undated holdings 48, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 48
- companies
- 48
- geography
- investments
- 48
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 30
- disclosed value usd
- n 0
- sector distribution
- count 9, share 0.188, value industrial manufacturing, examples MaxVision Corporation, Cushcraft Corporation, Thinklogical, Rudolph Technologies, count 6, share 0.125, value healthcare services, examples BioAgilytix Labs, Dominion Diagnostics, Quantum Medical Imaging, HealthDrive, count 3, share 0.062, value life sciences, examples JPDM Holdings, KMM Group, Tegra Medical, count 3, share 0.062, value specialty distribution, examples Research Biochemicals, SaRonix, Remel, count 2, share 0.042, value healthcare it, examples Revecore, UnisLink, count 2, share 0.042, value software, examples Pilgrim Quality Solutions, AMCAD, count 1, share 0.021, value tech enabled services, examples Convergence Networks, count 1, share 0.021, value energy, examples RGS Energy
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 8, share 0.167, value miscellaneous manufacturing, examples MaxVision Corporation, Cushcraft Corporation, Thinklogical, Rudolph Technologies, count 3, share 0.062, value medical diagnostic labs, examples BioAgilytix Labs, Quantum Medical Imaging, IZI Medical Products, count 3, share 0.062, value medical devices, examples JPDM Holdings, KMM Group, Tegra Medical, count 3, share 0.062, value misc durable wholesale, examples Research Biochemicals, SaRonix, Remel, count 2, share 0.042, value healthcare it, examples Revecore, UnisLink, count 2, share 0.042, value software, examples Pilgrim Quality Solutions, AMCAD, count 1, share 0.021, value outpatient mental health substance, examples Dominion Diagnostics, count 1, share 0.021, value it services msp, examples Convergence Networks
48 companies on the graph (0 transactions); most in industrial manufacturing (9); no dated observations
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••••••• F••• V• S•••••••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $200M as of Mar 19, 2024 | no Form D | Unknown | |
| R•••••••• F••• V• C•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $181M as of Mar 19, 2024 | no Form D | Unknown | |
| R•••••••• F••• V• C•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $137M as of Mar 19, 2024 | no Form D | Unknown | |
| R•••••••• F••• S••••••• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $11.3M as of Mar 19, 2024 | no Form D | Unknown | |
| R•••••••• F••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $278M as of Mar 19, 2024 | no Form D | Mature | |
| R•••••••• F••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $149M as of Mar 19, 2024 | no Form D | Mature | |
| R•••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $300,000 as of Oct 16, 2012 | no Form D | Wound down | |
| R•••••••• F••• I• O••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $178,567 as of Sep 12, 2023 | no Form D | Wound down | |
| R•••••••• F••• V• O•••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $114,703 as of Sep 12, 2023 | no Form D | Wound down | |
| R•••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $113,871 as of Sep 12, 2023 | no Form D | Wound down | |
| R•••••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4,925 as of Sep 12, 2023 | no Form D | Wound down | |
| R•••••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Nov 1, 2021 | no Form D | Wound down |
Team
21 current, 0 former
Managing partner (12)
- B•• O••••••• · Former CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• H•••• · Former CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• S••••••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L••••• B•••••• · Managing Member, Investment Committee Member · since Jan 1, 1992 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• A•••••••• · CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• H•••••••• · Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K•••••••• · Former Founder and CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• S••••• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L•••••• · Former President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• R••••• · Former CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• C••••••• · Former CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- B••••• P•••• · Former Executive Director of Capital Projects · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- M••• M•••••••• · Senior Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- J••••• P• G••••••• · Former Senior Operating and Business Development Executive · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- D•••• S••••• · Former COO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• F•••••• S••••••• · Chief Financial Officer; Chief Compliance Officer · since Feb 1, 2006 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (4)
- C••••••• P••••• · MD · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• J• S•••••• · MD · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• D• H•••••• · MD · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••• C•••••• · Former CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
48 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
4 relationships
Placement agents (4)
- A••••••••• C••••••• I••• 4 shared · strong · last Jan 1, 2012
- L••••• F••••• • C•• L•• 4 shared · strong · last Jan 1, 2021
- T••••• 2 shared · recurring · last Jan 1, 2019
- P••••••• F•••• G••••• L•• 1 shared · one time · last Jan 1, 2012
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
3 most recent
- May 11, 2026••• Locked
- May 11, 2026••• Locked
- Feb 10, 2012••• Locked
Across the graphs
R•••••••• P•••••••• 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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