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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C•••••• C•••••• M••••••••• L•
C•••••• C•••••• M••••••••• L•
C•••••• provides equity and junior capital solutions for middle market companies through its funds, C•••••• Equity Partners and C•••••• Structured Capital
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 19 of 19 distinct vehicles are sworn Private Equity Funds; 16 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $1.00bn Private Equity Fund GAV on the Form ADV filed 2024-05-17
- Strategies
- PRIVATE CREDIT
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 19 of 19 distinct vehicles are sworn P•••••• Equity Funds; 16 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to May 17, 2024
- RAUM
- $999Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 16
- PE fund GAV, latest filing
- $999Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $999Mevery private fund type, latest filing
- 2024 PE fund GAV
- $999Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-17, latest gav Private Equity Fund $999M, latest counts Private Equity Fund 16, lifetime distinct Private Equity Fund 19
- Employees
- 20
- Headquarters
- Los Angeles, CA
- Office address
- 11766 WILSHIRE BLVD, SUITE 850, Los Angeles, CA, 90025-6567
- Business phone
- 310-996-9585
Stated criteria beside observed behaviour
27 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
- The greatest honor we receive is being invited to the weddings of our executives’ children, with the second being when they invest in our funds.
Observed from deals on record
- roles
- unknown 27
- period
- to unknown, from unknown, undated holdings 27, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 27
- companies
- 27
- geography
- investments
- 27
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.074, value industrial manufacturing, examples National Industrial Coatings Inc, Northwest Coatings Llc, count 1, share 0.037, value industrial services, examples Company Consolidated Fire Protection, count 1, share 0.037, value software, examples Saas Consulting Group, count 1, share 0.037, value business services, examples Impact Facility Services, count 1, share 0.037, value financial services, examples Health Payment Systems
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.074, value chemical manufacturing, examples National Industrial Coatings Inc, Northwest Coatings Llc, count 1, share 0.037, value security fire life safety systems, examples Company Consolidated Fire Protection, count 1, share 0.037, value software, examples Saas Consulting Group, count 1, share 0.037, value facilities support, examples Impact Facility Services, count 1, share 0.037, value financial services, examples Health Payment Systems
27 companies on the graph (0 transactions); most in industrial manufacturing (2); no dated observations
Funds
19 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• P••••••• V• •••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $202M as of May 17, 2024 | no Form D | Early deployment | |
| C•••••• P••••••• V•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $76.6M as of May 17, 2024 | no Form D | Unknown | |
| C•••••• E••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $43.1M as of May 17, 2024 | no Form D | Unknown | |
| C•••••• E••••• P••••••• E•••••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $22.3M as of May 17, 2024 | no Form D | Unknown | |
| C•••••• P••••••• V• •••••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $242M as of May 17, 2024 | no Form D | Unknown | |
| C•••••• P••••••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $68.9M as of May 17, 2024 | no Form D | Successor fundraising | |
| C•••••• P••••••• V••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $25.1M as of May 17, 2024 | no Form D | Successor fundraising | |
| C•••••• P••••••• E•••••••• V• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $3.3M as of May 17, 2024 | no Form D | Successor fundraising | |
| C•••••• E••••• P••••••• I••• L• ADV: P•••••• Equity Fund | Buyout fund | 2014 first reported on Form ADV | $115M as of May 17, 2024 | no Form D | Harvest | |
| C•••••• E••••• P••••••• E•••••••• I••• L• ADV: P•••••• Equity Fund | Buyout fund | 2014 first reported on Form ADV | $7.2M as of May 17, 2024 | no Form D | Harvest | |
| C•••••• P••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $137M as of May 17, 2024 | no Form D | Harvest | |
| C•••••• P••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $33.1M as of May 17, 2024 | no Form D | Unknown | |
| C•••••• E••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $21.2M as of May 17, 2024 | no Form D | Harvest | |
| C•••••• P••••••• E•••••••• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.2M as of May 17, 2024 | no Form D | Harvest | |
| C•••••• E••••• P••••••• E•••••••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $552,226 as of May 17, 2024 | no Form D | Harvest | |
| C•••••• P••••••• E•••••••• I••• L• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $303,198 as of May 17, 2024 | no Form D | Unknown | |
| C•••••• M•••••••• P••••••• I•• L• ADV: P•••••• Equity Fund | Credit fund | unknown | $0 as of Mar 30, 2016 | no Form D | Wound down | |
| C•••••• P•••••• E••••• P••••••• I• L• ADV: P•••••• Equity Fund | Buyout fund | unknown | $0 as of Mar 30, 2016 | no Form D | Wound down | |
| C•••••• M•••••••• P••••••• I•••• L• ADV: P•••••• Equity Fund | Credit fund | unknown | $0 as of Mar 30, 2016 | no Form D | Wound down |
Team
29 current, 4 former
Managing partner (1)
- J•• U••••••• · President & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (15)
- A•••• G••• F•••••••• · Managing Director, C•••••• C•••••• M••••••••• L• · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• G••• F•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• A•• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• A•• · Managing Director, C•••••• C•••••• M••••••••• L• · since Feb 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G•••• B•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• H•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••••• J•••• H•••••• · Managing Director, C•••••• C•••••• M••••••••• L• · since Jun 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- H•••••••• J•••••• · Managing Director, C•••••• C•••••• M••••••••• L• · since Sep 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B•••• U••••••• · Manager · since Jun 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• H•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J••••• M••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• J••••• M••••• · Managing Director, C•••••• C•••••• M••••••••• L• · since Apr 1, 1999 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• K••• · Managing Director, C•••••• C•••••• M••••••••• L• · since Aug 1, 1997 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• K••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• S••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- K•••• G•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- D•••• R•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• J••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• M••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- J•••• E•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• W••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- P•••• R•••••• · Senior Associate, Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (4)
- D•••• A••••• · Marketing & Operations Manager · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• C••• W••••• · Chief Financial Officer And Chief Compliance Officer, C•••••• C•••••• M••••••••• L• · since Oct 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• C••• W••••• · Managing Director & CFO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G•• · C••••••ler · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- N••••• W••••• · Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- J••• M••••••• R••••• · Trustee Of The R••••• Revocable Trust Of 1989 · Jan 1, 1990 to Mar 28, 2013 Inference
- T•• M•••• P•••••• · Trustee Of The R••••• Revocable Trust Of 1989 · Jan 1, 1990 to Mar 28, 2013 Inference
- G•••••• L••••••• B••••••• · Chief Financial Officer, C•••••• C•••••• M••••••••• L• · Jul 1, 2000 to Mar 31, 2021 Inference
- R••••• G••••• M•••••• · Evp & General Counsel, C•••••• C•••••• M••••••••• L• · Jun 1, 1997 to Mar 30, 2022 Inference
Portfolio
27 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
3 relationships
Placement agents (3)
- B• R•••• S••••••••• I••• 3 shared · strong · last Jan 1, 2017
- F••••••• G••••• I••• 1 shared · one time · last Jan 1, 2023
- M•• P•••••• F••• A••••••• L•• 1 shared · one time · last Jan 1, 2015
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
- Mar 27, 2026C•••••• C•••••• M••••••••• L•: P•••••• Equity Funds on Form ADV 16 (2024 extract) -> 14 (roster 2026-09-01)
- Feb 14, 2012C•••••• C•••••• M••••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
C•••••• C•••••• M••••••••• L• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Private Credit.
Independent 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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