DFX Intelligence
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H••••••• V••••••• M••••••••• L••
CandidateClassification candidateLower middle marketSEC exempt reporting adviser· San Francisco, CAh•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $38.4M
- PE funds
- 1
- Investments held
- 0 of 31
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 3
- Placement agents 2
Classification
How this organization is classified, and on what basisCandidate · 1 in historyShowHide
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 1 Private Equity Fund(s) among 5 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-02-23
- Strategies
- SECONDARIES
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 1 Private Equity Fund(s) among 5 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 23, 2023 to Mar 11, 2026
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $38.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $73.5Mevery private fund type, latest filing
- 2024 PE fund GAV
- $38.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 20%
- Fund type mix
- filed 2024-02-23, latest gav Other Private Fund $20.4M, Private Equity Fund $38.4M, latest counts Other Private Fund 3, Private Equity Fund 1, lifetime distinct Other Private Fund 4, Private Equity Fund 1
- Employees
- unknown
- Headquarters
- San Francisco, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
31 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
- ••• Locked
Observed from deals on record
- roles
- unknown 31
- period
- to unknown, from unknown, undated holdings 31, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 31
- companies
- 31
- geography
- investments
- 31
- 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 0.065, value software, examples Docusign, Dataminr
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.065, value software, examples Docusign, Dataminr
31 companies on the graph (0 transactions); most in software (2); no dated observations
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••••• V••••••• S•••••••• I••• L• ADV: Private Equity Fund | Secondaries fund | unknown | $38.4M as of Feb 23, 2024 | no Form D | Early deployment |
Team
2 current, 0 former
Managing partner (2)
- J•••• J••••• J•••• · Managing 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)
- S••••• J•••••• T•••••• · Managing Member · since Mar 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
31 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
2 relationships
Placement agents (2)
- S••••• L••• P•••••••• L•• 1 shared · one time · last Jan 1, 2023
- K••••••• C••••••• L•• 1 shared · one time · last Jan 1, 2023
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
1 most recent
- Mar 23, 2023••• Locked
Across the graphs
H••••••• V••••••• M••••••••• L•• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent Sponsors1RIA and Wealth1
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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