DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
A•• P•••••••
Buyout firmClassification probableUpper middle marketSEC registered investment adviser· Houston, TXa•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $6.8B
- PE fund assets
- $7.2B
- PE funds
- 41
- Investments held
- 32 of 34
- Deals, last 12 months
- 1
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors industrials,environmental_services,safety_security,energy,transportation_logistics,infrastructure,distribution,technology,consumer,building_products,chemicals_materials,food_beverage,manufacturing,agriculture,business_servicesGeography Europe,GlobalControl control,majority
- Last 12 months 1Most recent this month
- Graphs 3
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
- Upper middle marketdefined by: proxy: $7.16bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- INFRASTRUCTURE
Classification history (2)
- Sep 13, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 30 of 30 distinct vehicles are sworn Private Equity Funds; 29 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Sep 25, 2018 to Mar 31, 2026
- RAUM
- $6.8Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 41
- PE fund GAV, latest filing
- $7.2Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.9Bevery private fund type, latest filing
- 2024 PE fund GAV
- $7.2Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $7.2B, latest counts Private Equity Fund 30, lifetime distinct Private Equity Fund 30
- Employees
- 60
- Headquarters
- Houston, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
34 observed deals
Stated by the firm
- Sectors
- industrials, environmental services, safety security, energy, transportation logistics, infrastructure, distribution, technology, consumer, building products, chemicals materials, food beverage, manufacturing, agriculture, business services
- Geography
- Europe, Global
- 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
- control,majority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 1, unknown 31, platform 2
- period
- to 2026-09-17, from 2018-01-01, undated holdings 2, dated observations 34
- window
- last 2026-09-17, first 2023-09-12
- control
- control 2, unknown 32
- companies
- 34
- geography
- count 1, share 0.029, value IN
- investments
- 34
- seller kinds
- transactions
- 2
- cadence by year
- 2023 add ons 1, 2026 other deals 1
- platform add on
- add ons 1, platforms 2, add ons per platform unknown
- sector known for
- 22
- disclosed value usd
- n 0
- sector distribution
- count 10, share 0.294, value industrial manufacturing, examples Circulus, Petainer, Soane Technologies, Aloxe, count 4, share 0.118, value energy, examples USD Clean Fuels, Puraglobe, GIDARA Energy, CFP Energy, count 3, share 0.088, value agriculture, examples CycleØ, Divert, Genera, count 1, share 0.029, value industrial services, examples Blue Whale Materials, count 1, share 0.029, value specialty distribution, examples Lincoln Terminal, count 1, share 0.029, value financial services, examples Paratus, count 1, share 0.029, value media telecom, examples Centric Fiber, count 1, share 0.029, value business services, examples Bryden Wood
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 4, share 0.118, value plastics rubber products, examples Circulus, Petainer, Soane Technologies, Aloxe, count 4, share 0.118, value energy, examples USD Clean Fuels, Puraglobe, GIDARA Energy, CFP Energy, count 4, share 0.118, value miscellaneous manufacturing, examples Utility Global, Polar, Microtec, Continuum, count 3, share 0.088, value agriculture, examples CycleØ, Divert, Genera, count 1, share 0.029, value waste treatment, examples Blue Whale Materials, count 1, share 0.029, value petroleum wholesale, examples Lincoln Terminal, count 1, share 0.029, value financial services, examples Paratus, count 1, share 0.029, value media telecom, examples Centric Fiber
34 companies on the graph (2 transactions); most in industrial manufacturing (10); 2 platforms and 1 add-ons; observed 2018 to 2026
Funds
30 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•• V•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $306M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I••••• S••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $290M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I•• A••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $123M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• A• F•••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $98.5M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I••••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $97.4M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• U•••• B•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $75.0M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• C••••••••• a• S••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $65.9M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• C••••••••• G• S••• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $60.0M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I•• F•••••• L• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $39.7M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• U•••• U• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $34.9M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• B• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $26.4M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• L•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $13.1M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• V•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $2.1M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I••••• S••• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $1.5B as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $1.0B as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• P• A••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $95.7M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• C••••••••• T• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $76.2M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• P•••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $66.1M as of Mar 29, 2024 | no Form D | Unknown | |
| A•• L•••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $62.2M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• I••••••••• F••• I•• A••• L• ADV: Private Equity Fund | Feeder or parallel | 2023 first reported on Form ADV | $61.4M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• I••••••••• F••• I••• S••• ADV: Private Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $60.8M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• I••••••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | 2023 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| A•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $567M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• F••• I•••• S••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $547M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• F••• I• D••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $296M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $254M as of Mar 29, 2024 | no Form D | Early deployment | |
| A• F••• H•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $250M as of Mar 29, 2024 | no Form D | Early deployment | |
| A•• F••• I• F•••••• L•• ADV: Private Equity Fund | Feeder or parallel | 2019 first reported on Form ADV | $305M as of Mar 29, 2024 | no Form D | Harvest | |
| A•• P••••••• P•••• H•••••••• L•• ADV: Private Equity Fund | Infrastructure fund | 2019 first reported on Form ADV | $194M as of Mar 29, 2024 | no Form D | Active deployment | |
| A•• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $547M as of Mar 29, 2024 | no Form D | Harvest |
Team
25 current, 1 former
Managing partner (6)
- C•••••• C••••••••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C•••••• R••• C••••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• R••• C••••••••• · Managing Partner · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• W•••••• T•••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••• W•••••• T•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• W•••••• T•••••• · Managing Partner · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (9)
- C•••• P•••••• · Partner, CIO of Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••••• G••••• Y••• · Partner, Co-Head of I••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• S•••••• · Partner, Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• C••• · Partner, E••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• N••••••••• · Member · since Jun 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••••• B•••• · Senior Manager, Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• K•••• · Partner, Head of E••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• O•••••• · Partner, Co-Head of I••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• T••• · Senior Managing Director, Head of Ara Insights · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- S••••• A••••••• · Principal, Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (2)
- R••••• B••• · Vice President, Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• C•••• · Vice President, I••••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- N•••••• A••••• · Associate, Private Equity · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- S•••• C••••••••• · Head of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (2)
- A••• C••• · Head of Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• B••••• · Vice President, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- A•••••••• B•••••• · Human Resources Business Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• C•••••• · Assistant Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• B•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
1 former (kept with end dates)
- H•••••• K••••••• A•••• · Chief Financial Officer · May 1, 2017 to Mar 29, 2021 Inference
Portfolio
34 relationships, 2 platforms, 1 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 17, 2026 | Majority investment | B••••• W••• | Sponsor (confirmed) | a•••••••••.com |
| Jun 23, 2026 | Exit to a strategic buyer | V•• | Seller (confirmed) | a•••••••••.com |
| Sep 12, 2023 | Add-on acquisition | Z••• A••••• | Sponsor (derived) | generainc.com |
| May 2, 2023 | Exit to a strategic buyer | E•••••• E••••• | Seller (confirmed) | bluewhalematerials.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (3)
- R••• P••••••• ••••••••• L•• 14 shared · very strong · last Jan 1, 2024
- L••••• F••••• • C•• L•• 3 shared · strong · last Jan 1, 2022
- A••••••••• C••••••• I••• 1 shared · one time · last Jan 1, 2019
LP commitments
3 disclosed
- W••••••••• S•••• I••••••••• B•••• in A•• F••• I••• L• $200M sib.wa.gov
- A••••• P•••••••• F••• C••••••••• in A•• F••• I• L• $40.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in A•• F••• I•• L• $40.0M apfc.org
Events
8 most recent
- Sep 17, 2026••• Locked
- Sep 17, 2026••• Locked
- Sep 16, 2026••• Locked
- Jun 23, 2026
- Jun 23, 2026••• Locked
- Mar 31, 2026••• Locked
- May 2, 2023
- Sep 25, 2018••• Locked
Across the graphs
A•• P••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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.
Checking your plan…