DFX Intelligence
Private Equity Intelligence
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Firms / S•••••• P•••••••• L••
S•••••• P•••••••• L••
S•••••• P••••••• is a private investment firm providing direct access to proprietary opportunities alongside experienced founders and operators.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 39 of 40 distinct vehicles are sworn Private Equity Funds; 32 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.43bn Private Equity Fund GAV on the Form ADV filed 2024-07-12
- Strategies
- PRIVATE CREDIT, REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 39 of 40 distinct vehicles are sworn P•••••• Equity Funds; 32 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Nov 4, 2020 to Jul 12, 2024
- RAUM
- $458Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 30
- PE fund GAV, latest filing
- $426Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $458Mevery private fund type, latest filing
- 2024 PE fund GAV
- $426Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 98%
- Fund type mix
- filed 2024-07-12, latest gav Other Private Fund $31.7M, Private Equity Fund $426M, latest counts Other Private Fund 1, Private Equity Fund 30, lifetime distinct Other Private Fund 1, Private Equity Fund 39
- Employees
- 18
- Headquarters
- Orem, UT
- Office address
- 1510 EAST 840 NORTH, Orem, UT, 84097
- Business phone
- 203-233-5797
Stated criteria beside observed behaviour
30 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- Mountain West
- Revenue
- $30.0M to $1.0B
- EBITDA
- not stated or not yet read
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- control,minority
- Thesis
- S••••••’s mission is to amplify dreamers – the visionary founders we invest in and the entrepreneurs, executives and families who entrust us with their capital.
Observed from deals on record
- roles
- unknown 30
- period
- to unknown, from unknown, undated holdings 30, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 30
- companies
- 30
- geography
- investments
- 30
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.033, value media telecom, examples Gabb Wireless
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.033, value media telecom, examples Gabb Wireless
30 companies on the graph (0 transactions); most in media telecom (1); no dated observations
Funds
33 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•••••• L•••••• R••• E••••• S•• I• L•• ADV: P•••••• Equity Fund | Real estate fund | 2024 first reported on Form ADV | $8.9M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• C••••••••• D••• O••••••••• S•• L•• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $6.0M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• Y•••• A••••••••• N•• L•••• S•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $4.5M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• R•••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $2.5M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• Y•••• • I••••• F••• L•• ADV: P•••••• Equity Fund | Credit fund | 2024 first reported on Form ADV | $1.9M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• O••••••••• F••• X••• L•• ADV: Other P•••••• Fund | Fund of funds | 2023 first reported on Form ADV | $31.7M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P•••••• E••••• F••• I• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $12.4M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• O••••••••• F••• X•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $10.8M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P•••••• E••••• F••• I• Q• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $10.3M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• O••••••••• F••• X••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $7.0M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• O••••••••• F••• X•• L•• ADV: P•••••• Equity Fund | Fund of funds | 2023 first reported on Form ADV | $6.4M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• O••••••••• F••• V• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $51.1M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• O••••••••• F••• V• Q•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $36.0M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• O••••••••• F••• V•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $28.5M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• O••••••••• F••• X•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $26.7M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• S•••• I••••••••• 2••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 year in the fund name | $25.9M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• M••• I••••••••• R• 2••• Q• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 year in the fund name | $25.6M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• M••• I••••••••• R• 2••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 year in the fund name | $23.4M as of Jul 12, 2024 | no Form D | Unknown | |
| S••••• S•••••••• S•••••• F••• 2••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $14.6M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• O••••••••• F••• V•• Q•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $12.1M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• O••••••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.6M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• P•••••• E••••• 2••• Q• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $11.2M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• O••••••••• F••• X• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $11.1M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• M••• I••••••••• R••• E••••• 2••• L•• ADV: P•••••• Equity Fund | Real estate fund | 2022 year in the fund name | $9.0M as of Dec 13, 2023 | no Form D | Wound down | |
| S•••••• P••••••• O••••••••• F••• V•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $7.8M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• P••••••• R••• E••••• 2••• Q• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $7.6M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• P•••••• E••••• 2••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $7.0M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• P••••••• R••• E••••• 2••• L•• ADV: P•••••• Equity Fund | Fund of funds | 2022 year in the fund name | $5.9M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• O••••••••• F••• V•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $4.3M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• O••••••••• P••••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.9M as of Jul 12, 2024 | no Form D | Early deployment | |
| S•••••• O••••••••• P••••••• F••• I•• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $1.1M as of Jul 12, 2024 | no Form D | Unknown | |
| S•••••• O••••••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $500,000 as of Dec 13, 2023 | no Form D | Wound down | |
| S•••••• O••••••••• F••• I• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $42.0M as of Jul 12, 2024 | no Form D | Active deployment |
Team
6 current, 0 former
Partner (2)
- C•••• G•••• B•••• · Managing Director · since Sep 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• C••••• J••••• · Member · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (2)
- C••••••••• A•••• F••• · Vp Of Investments · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••• S••••••• · Senior Vice President · since Mar 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- A••••• A••••• · Vp Of Finance · since Nov 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• F••• B••••••• · Chief Compliance Officer & General Counsel · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
30 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 6, 2026S•••••• P•••••••• L••: P•••••• Equity Funds on Form ADV 30 (2024 extract) -> 45 (roster 2026-09-01)
- Nov 4, 2020S•••••• P•••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
S•••••• P•••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Private Credit.
Venture Capital1Independent Sponsors1RIA and Wealth1Private Credit1
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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