DFX Intelligence
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C•••••• V•••••••• L•••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· USc•••••••••.com
Buyout firm, based in US.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $51.7M
- PE funds
- 8
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.05bn Private Equity Fund GAV on the Form ADV filed 2023-05-03
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 15, 2012 to May 3, 2023
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $51.7Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $51.7Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2023-05-03, latest gav Private Equity Fund $51.7M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 8
- Employees
- unknown
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
8 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• A••• C•••••• L•••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $35.6M as of May 3, 2023 | no Form D | Unknown | |
| C•••••• A••• C•••••• P•••••••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $7.7M as of May 3, 2023 | no Form D | Unknown | |
| C•••••• A••• C••••••• C••• ADV: Private Equity Fund | Fund of funds | unknown | $6.3M as of May 3, 2023 | no Form D | Unknown | |
| C•••••• A••• C•••••• P••••••• •••• L••• ADV: Private Equity Fund | Fund of funds | unknown | $1.0M as of May 3, 2023 | no Form D | Unknown | |
| C•••••• V••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $981,009 as of May 3, 2023 | no Form D | Harvest | |
| C•••••• V••••••• G••• • C•• B••••••••• K• ADV: Private Equity Fund | buyout or unlabelled | unknown | $34,340 as of May 3, 2023 | no Form D | Harvest | |
| C•••••• V••••••• F••• •••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12,326 as of May 3, 2023 | no Form D | Harvest | |
| C•••••• V••••••• F••• ••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1,124 as of May 3, 2023 | no Form D | Unknown |
Team
1 current, 2 former
Managing partner (1)
- J••• P••• H• · Managing Partner, Founder, Managing Member · since Mar 1, 2000 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)
- I•• M•••••••• M••••• · Partner & Chief Compliance Officer · May 1, 2009 to Feb 9, 2023 Inference
- Y•••••• •••• C••• · Chief Financial Officer And Chief Compliance Officer · Nov 1, 2015 to Feb 9, 2021 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
- Sep 1, 2026••• Locked
- Feb 15, 2012••• Locked
Across the graphs
C•••••• V•••••••• L••• 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.
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