DFX Intelligence
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S••••••• H••••••
Buyout firmClassification probableLower middle marketSEC exempt reporting adviser· South Jordan, UT
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $30.8M
- PE funds
- 1
- Investments held
- 0 of 3
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors energyGeography United States,North America
- Latest Form D Aug 26, 2025
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.03bn Private Equity Fund GAV on the Form ADV filed 2024-08-05
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%)1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Aug 5, 2024 to Aug 5, 2024
- 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
- $30.8Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $30.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $30.8Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 1 fund, $30.8M reported gross assets
- Employees
- unknown
- Headquarters
- South Jordan, UT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
3 observed deals
Stated by the firm
- Sectors
- Energy
- Geography
- United States, North America
- 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
- On record
- 3 companies, 3 holdings
- Period
- 2024 (1 dated observation, 2 holdings undated)
- Deal roles
- 3 with role not stated
- Control
- 3 not stated
3 companies on the graph (0 transactions); observed 2024 to 2024
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••••• H••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2024 Form D first sale | $30.8M as of Aug 5, 2024 | $34.0M | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
6 current, 0 former
Managing partner (2)
- D•••• P•••• · Co-Founder · start date unknown Firm website
- M••• J••••• · Co-Founder · start date unknown Firm website
Partner (1)
- D••••• R••••••••• P•••• · Manager, Member · since Aug 1, 2023 Form ADV
Principal (1)
- M•••••• A•••••••• J••••• · Principal · since Aug 1, 2023 Form ADV
Operating partner (2)
- C•••• H•••••• · Operating Partner · start date unknown Firm website
- C••••• O••••••• · Senior Operating Partner · start date unknown Firm website
Portfolio
3 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A••••••• | Role unknown | unknown | Jan 1, 2024 year stated on the firm's page | 2.7 years | unknown | Fact Firm website |
| L•• b• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
| L••••••• | Role unknown | unknown | unknown | unknown | unknown | Fact Firm website |
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
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
- Aug 5, 2024••• Locked
Across the graphs
S••••••• H•••••• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.
Independent 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.
Checking your plan…
Not yet on record: regulatory AUM, deals, last 12 months.