DFX Intelligence
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H• C•••••• M••••••••• L••
Venture firm with private equity activityClassification probableunsized· Nashville, TN
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.2B
- PE fund assets
- Not established
- PE funds
- 6
- Investments held
- 40 of 40
- Deals, last 12 months
- 1
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 healthcare
- Last 12 months 1Most recent 5 months ago
- Graphs 4
Classification
How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (2)
- Sep 14, 2026Venture firm with private equity activity (probable, 70%, cls-pe-2)R1c: the venture graph classifies the same adviser INSTITUTIONAL_VC
- Sep 14, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- unknown
- Form ADV filings
- ? to Mar 25, 2026
- RAUM
- $1.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour
39 observed deals
Stated by the firm
- Sectors
- healthcare
- 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
- ••• Locked
Observed from deals on record
- roles
- add on 2, unknown 36, platform 2
- period
- to 2026-04-16, from 2025-03-04, undated holdings 38, dated observations 4
- window
- last 2026-04-16, first 2025-03-04
- control
- control 2, unknown 38
- companies
- 39
- geography
- investments
- 40
- seller kinds
- transactions
- 2
- cadence by year
- 2025 add ons 1, 2026 add ons 1
- platform add on
- add ons 2, platforms 2, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.026, value business services, examples Medical Solutions, count 1, share 0.026, value healthcare services, examples Radiology Partners
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.026, value staffing, examples Medical Solutions, count 1, share 0.026, value medical diagnostic labs, examples Radiology Partners
39 companies on the graph (2 transactions); most in business services (1); 2 platforms and 2 add-ons; observed 2025 to 2026
Funds
0 on record, 6 more on the reporting tape
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| name not on record | Private Equity Fund | 2026 to 2026 | $490M filed Mar 25, 2026 | reports.adviserinfo.sec.gov | |
| H••••••• H••••••••• I••••••••• F••• I•• L• | Private Equity Fund | 2026 to 2026 | $382M filed Mar 25, 2026 | reports.adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2026 to 2026 | $288M filed Mar 25, 2026 | reports.adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2026 to 2026 | $19.4M filed Mar 25, 2026 | reports.adviserinfo.sec.gov | |
| name not on record | Private Equity Fund | 2026 to 2026 | $16.9M filed Mar 25, 2026 | reports.adviserinfo.sec.gov | |
| N•• H••••••• A••••••••• L•• | Private Equity Fund | 2026 to 2026 | $14.1M filed Mar 25, 2026 | reports.adviserinfo.sec.gov |
Team
15 current, 0 former
Managing partner (2)
- D•••• M•••••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• M•••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (3)
- B•••• B•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• B••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (1)
- K•••• R••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••• E•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•• B••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• H•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F••••••• G•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- L•••• O••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- F••••••• C••••••••• · D•••••or of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• Y•••• · CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- G••••• R•••• · Staff Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• L•••••• · Executive Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
40 relationships, 2 platforms, 2 add-ons
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 16, 2026 | Add-on acquisition | D•••••• H••••••••• S••••••• | Sponsor (derived) | nationwidemedical.com |
| Mar 4, 2025 | Add-on acquisition | C•• H••••••• M••• B••••••• | Sponsor (derived) | wellvana.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Financial advisers (1)
- S•••••• A•••••••• L•• 1 shared · one time · last Apr 16, 2026
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
11 most recent
- Apr 27, 2026••• Locked
- Jul 24, 2025••• Locked
- Jun 4, 2025••• Locked
- May 21, 2025••• Locked
- Mar 4, 2025••• Locked
- Dec 12, 2024••• Locked
- Sep 10, 2024••• Locked
- Oct 11, 2023••• Locked
- Jan 24, 2023••• Locked
- Jan 9, 2023••• Locked
- Feb 11, 2021••• Locked
Across the graphs
H• C•••••• M••••••••• L•• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.
Venture Capital1Independent 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.
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