DFX Intelligence

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B••••• V••••• C•••••• P••••••• G•••• L••••••

Buyout firmClassification confirmedUpper middle marketSEC exempt reporting adviser· St Peter Portb•••••••.com

Buyout firm, based in St Peter Port.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-13 · identity and classification; each section below carries its own date

Regulatory AUM: Not established
PE fund assets: $5.3B
PE funds: 12
Investments held: 4 of 8
Deals, last 12 months: Not established

Funds and vehicles Team (4)Transactions

As of 2026-09-13 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Geography Europe,Asia
Also held on 1 other DFX graph, so its behaviour can be read from more than one side.
Graphs 1

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 17 of 17 distinct vehicles are sworn Private Equity Funds; 13 reported gross assets on a filing in 2022 or later
Size band: Upper middle marketdefined by: proxy: $5.28bn Private Equity Fund GAV on the Form ADV filed 2024-04-05

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 17 of 17 distinct vehicles are sworn P•••••• Equity Funds; 13 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: exempt reporting adviser
Form ADV filings: Mar 30, 2012 to Mar 30, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 12
PE fund GAV, latest filing: $5.3Breported gross assets (Form ADV), not fund size
All private fund GAV: $3.4Bevery private fund type, latest filing
2024 PE fund GAV: $5.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-04-05, latest gav Private Equity Fund $5.3B, latest counts Private Equity Fund 13, lifetime distinct Private Equity Fund 17
Employees: unknown
Headquarters: St Peter Port, Guernsey
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

8 observed deals

Stated by the firm

Sectors: not stated or not yet read
Geography: Europe, Asia
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: unknown 8
period: to unknown, from unknown, undated holdings 8, dated observations 0
window: last unknown, first unknown
control: unknown 8
companies: 8
geography
investments: 8
seller kinds
transactions: 0
cadence by year
platform add on: add ons 0, platforms 0, add ons per platform unknown
sector known for: 2
disclosed value usd: n 0
sector distribution: count 2, share 0.25, value financial services, examples Revolut, Plata
holding period years: n 0
repeat counterparties
subsector distribution: count 2, share 0.25, value financial services, examples Revolut, Plata

8 companies on the graph (0 transactions); most in financial services (2); no dated observations

Funds

17 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B• 2••• L• ADV: P•••••• Equity Fund	buyout or unlabelled	2019 year in the fund name	$40.1M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• O••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$51.6M as of Apr 5, 2024	no Form D	Harvest
B••••• V••••• F••• V• C••••••••• L•••• ADV: P•••••• Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$45.6M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• F••• V• C••••••••• L•••• ADV: P•••••• Equity Fund	Co-investment vehicle	2014 first reported on Form ADV	$7.3M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• P•••••• E••••• F••• V• L••• ADV: P•••••• Equity Fund	Buyout fund	2013 first reported on Form ADV	$1.9B as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• F••• V• S••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	2013 first reported on Form ADV	$150M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• P•••••• E••••• F••• I••• L•••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$2.8B as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• F••• I•• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$204M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• P•••••• E••••• F••• I••• L•••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$94.2M as of Apr 5, 2024	no Form D	Unknown
B••••• V••••• P•••••• E••••• F•••• L•••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$47.4M as of Mar 24, 2016	no Form D	Wound down
B••••• V••••• P•••••• E••••• F•••• L•••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$42.9M as of Mar 24, 2016	no Form D	Wound down
B••••• V••••• P•••••• E••••• F•••• L•••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$32.4M as of Mar 24, 2016	no Form D	Wound down
B••••• V••••• P•••••• E••••• F••• I•• L••• ADV: P•••••• Equity Fund	Buyout fund	unknown	$10.9M as of Apr 5, 2024	no Form D	Harvest
B••••• V••••• F••• I• S••••••••• F•••• L••• ADV: P•••••• Equity Fund	buyout or unlabelled	unknown	$5.8M as of Apr 5, 2024	no Form D	Harvest
B••••• V••••• F••• C••••••••• L••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$930,000 as of Mar 24, 2016	no Form D	Wound down
B••••• V••••• F••• I• C••••••••• L•••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$456,623 as of Apr 5, 2024	no Form D	Harvest
B••••• V••••• F••• I• C••••••••• L•••• ADV: P•••••• Equity Fund	Co-investment vehicle	unknown	$5,280 as of Apr 5, 2024	no Form D	Harvest

Team

4 current, 7 former

Partner (1)

D•••• J••••••• B•••••••• · Shareholder · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Principal (3)

A••••• R••••• W•••••••• · Director · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
A••••• R•• C•••• · Director · since Oct 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
M•••••• J••• C••••• · Director · since Nov 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

7 former (kept with end dates)

A••••• K•••••• · Shareholder · Nov 1, 2015 to Mar 31, 2021 Inference
E•••• I••••••••• · Director And Shareholder · Nov 1, 2015 to Apr 12, 2023 Inference
G••••• M••••••••• K••••••••• · Director · Feb 1, 2007 to Mar 28, 2014 Inference
J••• A••••• D••• · Director · Oct 1, 1997 to Mar 24, 2016 Inference
K•••• L••••• B•••••• · Director · Jul 1, 2011 to Mar 27, 2015 Inference
M••••• S•••• Y••• D••• · Director · Jul 1, 2011 to Mar 24, 2016 Inference
T••••••• J•••• E•••••• · Director · Oct 1, 1997 to Mar 24, 2016 Inference

Portfolio

8 relationships, 0 platforms, 0 add-ons

Company	Role	Status	Invested	Held	Partner	Source
B•••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
B•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
K••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
K•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
P••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
R••••••	Role unknown	active	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)
Y•••••	Role unknown	exited	unknown	unknown	unknown	Fact Investment organization websites (team, portfolio, strategy, criteria, news)

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

1 disclosed

N•• Y••• S•••• C••••• R••••••••• F••• $15.0M osc.ny.gov

Events

3 most recent

Mar 30, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Aug 7, 2012
••• Locked
Lp commitment disclosedFactN•• Y••• S•••• C••••• R••••••••• F•••Public pension private-markets disclosures, read through the venture lane's LP report tape
Mar 30, 2012
••• Locked
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

Freshness95 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.95,"evidence":"9 days"}]method: sum of component points, capped at 1.0
model score-pe-1
Research priority68 · ELEVATED: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.35,"evidence":"UPPER_MIDDLE_MARKET"},{"code":"Cmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no dated transactions
model score-pe-1
Acquisition appetite0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
missing: no transactions on the graph for this firm yet
model score-pe-1
Profile completeness50 · ELEVATED: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.5,"evidence":["website","funds","team","parmethod: sum of component points, capped at 1.0
missing: description, transactions, stated criteria, lenders, intermediaries, cross dfx
model score-pe-1
Fund deployment activity0 · LOW: as of: 2026-09-22items: []method: sum of component points, capped at 1.0
model score-pe-1

Across DFX

No link to the family office, independent sponsor or venture graphs yet. Links are made only on a shared identifier such as a CRD or CIK number.

Record

First observed: Sep 13, 2026
Last observed: 8 days ago
Observations: 27
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

B••••• V••••• C•••••• P••••••• G•••• L•••••• is the same institution as 1 record in Allocators.

Allocators1

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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