DFX Intelligence
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L••• P•••••• P•••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Dallas, TXl•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $213M
- PE fund assets
- $186M
- PE funds
- 1
- Investments held
- 0 of 14
- 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
- Revenue $25.0M to $250MSectors business_services,distribution,consumer,food_beverage,packaging
- Graphs 3
- RAUM $213M
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jan 2, 2015 to Mar 27, 2026
- RAUM
- $213Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $186Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $213Mevery private fund type, latest filing
- 2024 PE fund GAV
- $186Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $186M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 5
- Employees
- 3
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
14 observed deals
Stated by the firm
- Sectors
- business services, distribution, consumer, food beverage, packaging
- Geography
- not stated or not yet read
- Revenue
- $25.0M to $250M
- 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 14
- period
- to unknown, from unknown, undated holdings 14, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 14
- companies
- 14
- geography
- investments
- 14
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
14 companies on the graph (0 transactions); no dated observations
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L••• P•••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $186M as of Mar 27, 2024 | no Form D | Mature | |
| L••• P•••••• I• G••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $9.2M as of Mar 29, 2019 | no Form D | Wound down | |
| L••• P•••••• C•• P••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.1M as of Mar 29, 2018 | no Form D | Wound down | |
| L••• P•••••• O••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.2M as of Mar 27, 2020 | no Form D | Wound down | |
| L••• P•••••• I• M•••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.1M as of Mar 27, 2020 | no Form D | Wound down |
Team
2 current, 1 former
Partner (1)
- W•••• L•• C•••••••• · M••••• O• L••• P•••••• M••••••••• C••••••• L•• · since Dec 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- W•••••• R••••• V••• · Member Of L••• P•••••• Management Company, Llc And Cco · since Dec 1, 2014 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)
- T•••• E• S•••••••• · M••••• O• L••• P•••••• P••••••• M••••••••• C••••••• L•• · Feb 1, 2008 to Mar 29, 2018 Inference
Portfolio
14 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
1 most recent
- Jan 2, 2015••• Locked
Across the graphs
L••• P•••••• P••••••• 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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