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.

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Firms / C•••••••• C••••••• L••

C•••••••• C••••••• L••

Buyout firmLower middle marketTysons, VAc•••••••••.comSEC registered investment adviser

Classification

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-12-02

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Aug 30, 2018 to Dec 2, 2024
RAUM: $213Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 5
PE fund GAV, latest filing: $213Mreported gross assets (Form ADV), not fund size
All private fund GAV: $213Mevery private fund type, latest filing
2024 PE fund GAV: $213Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-12-02, latest gav Private Equity Fund $213M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees: 11
Headquarters: Tysons, VA
Office address: 1850 TOWERS CRESCENT PLAZA, SUITE 500, Tysons, VA, 22182
Business phone: (703) 705-2017

Stated criteria beside observed behaviour

1 observed deals

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

roles: platform 1
period: to 2026-08-11, from 2026-08-11, undated holdings 0, dated observations 2
window: last 2026-08-11, first 2026-08-11
control: control 1
companies: 1
geography: count 1, share unknown, value MD
investments: 1
seller kinds
transactions: 1
cadence by year: 2026 platforms 1
platform add on: add ons 0, platforms 1, add ons per platform unknown
sector known for: 1
disclosed value usd: n 0
sector distribution: count 1, share unknown, value specialty distribution, examples O'Donnell Metal Deck & Bar Joist
holding period years: n 0
repeat counterparties
subsector distribution

1 companies on the graph (1 transactions); most in specialty distribution (1); 1 platforms and 0 add-ons; observed 2026 to 2026

Funds

5 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
W••••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$11.5M as of Dec 2, 2024	no Form D	Unknown
I•• P•••••• I••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$8.9M as of Dec 2, 2024	no Form D	Unknown
C••• I••••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$2.7M as of Dec 2, 2024	no Form D	Unknown
C•••••••• C•••••• F••• I• ••• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$1.9M as of Dec 2, 2024	no Form D	Early deployment
C•••••••• C•••••• F••• I• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$188M as of Dec 2, 2024	no Form D	Mature

Team

3 current, 2 former

Managing partner (1)

M••• G•• F••••••••• · Managing Partner · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Partner (1)

M•••••• J••• R••• · Partner · since Jul 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

B•••• M•••••••• · General Counsel / Chief Compliance Officer · since Nov 1, 2024 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)

A•••••• M•••• M••••• · Cco, Cfo · Jul 1, 2022 to Dec 2, 2024 Inference
B•••• M•••••••• · Cco, General Counsel · Jul 1, 2017 to Jul 20, 2022 Inference

Portfolio

1 relationships, 1 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
O•••••••• M•••• D••• • B•• J••••	Platform	unknown	Aug 11, 2026 transaction announcement	1 months	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Aug 11, 2026	Platform acquisition	O•••••••• M•••• D••• • B•• J••••	Sponsor	myemail.constantcontact.com

Placement agents, lenders, advisers and co-investors

4 relationships

Placement agents (4)

R••••••••• S••••••••• I••• 2 shared · recurring · last Jan 1, 2023
B• S••••••••• L•• 2 shared · recurring · last Jan 1, 2023
S••••• H••• L•• 1 shared · one time · last Jan 1, 2022
S••••••••• C••••••• L•• 1 shared · one time · 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

1 most recent

Aug 30, 2018
C•••••••• 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

Freshness98 · HIGH: as of: 2026-09-19items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9777777777777777,"evidence":"4 method: sum of component points, capped at 1.0
model score-pe-1
Research priority57 · ELEVATED: as of: 2026-09-19items: [{"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 velocity3 · LOW: as of: 2026-09-19items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite35 · MODERATE: as of: 2026-09-19items: [{"code":"NEW_PLATFORMS_12M","points":0.15,"evidence":["C•••••••• C••••••• L••: method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-19items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders, lps
model score-pe-1
Fund deployment activity35 · MODERATE: as of: 2026-09-19items: [{"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)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: 4 days ago
Observations: 25
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

C•••••••• 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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