DFX Intelligence
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R•••• C••••••• I••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Atlanta, GAr•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $17.3M
- PE funds
- 4
- Investments held
- 8 of 10
- Deals, last 12 months
- 0
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
- Equity cheque $3.0M to $10.0MEBITDA $2.0M to $10.0M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2023-03-22
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Mar 29, 2012 to Mar 22, 2023
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $17.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $17.3Mevery 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
- 100%
- Fund type mix
- filed 2023-03-22, latest gav Private Equity Fund $17.3M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- unknown
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
10 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
- $2.0M to $10.0M
- Enterprise value
- $5.0M to $50.0M
- Equity check
- $3.0M to $10.0M
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- add on 6, platform 4
- period
- to 2014-10-21, from 2014-10-21, undated holdings 3, dated observations 14
- window
- last 2014-10-21, first 2014-10-21
- control
- control 7, unknown 3
- companies
- 10
- geography
- count 2, share 0.2, value NC, count 1, share 0.1, value FL, count 1, share 0.1, value OH, count 1, share 0.1, value TX, count 1, share 0.1, value OR, count 1, share 0.1, value AL
- investments
- 10
- seller kinds
- transactions
- 7
- cadence by year
- 2014 add ons 6, platforms 1
- platform add on
- add ons 6, platforms 4, add ons per platform 1.5
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.1, value industrial manufacturing, examples American Threshold Industries, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.1, value miscellaneous manufacturing, examples American Threshold Industries, Inc.
10 companies on the graph (7 transactions); most in industrial manufacturing (1); 4 platforms and 6 add-ons; observed 2014 to 2014
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | unknown | $9.8M as of Mar 22, 2023 | no Form D | Harvest | |
| R•••• C•••••• I•••••••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $4.5M as of Mar 22, 2023 | no Form D | Harvest | |
| R•••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | unknown | $2.6M as of Mar 22, 2023 | no Form D | Harvest | |
| R•••• C•••••• I•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $297,975 as of Mar 22, 2023 | no Form D | Harvest |
Team
6 current, 0 former
Managing partner (1)
- J•••• W••••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- F•••• H•••• · Shareholder · since Apr 1, 1985 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• D• W••••••••• · Shareholder · since Apr 1, 1985 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- B•••• M• W••••••••• · Managing Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• W••••••••• · managing principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Other (1)
- W•••••• B•••• · Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
10 relationships, 4 platforms, 6 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 21, 2014 | Exit to a strategic buyer | A••••••• T•••••••• I••••••••• I••• | Seller (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Exit to a strategic buyer | T•••••• | Seller (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | A••••• C••••••••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | K•••••• C•••••• I••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | S•••••••• D•••••• I••••••••• I••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | J••••••••• I••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | L••••• C•••••• I••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Platform acquisition | T•• T••• F••••••• I••• | Sponsor (confirmed) | r•••••••••.com |
| Oct 21, 2014 | Add-on acquisition | A•••••• S•••••••• A•••••••• P••••••• | Sponsor (confirmed) | r•••••••••.com |
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
21 most recent
- Sep 1, 2026Adviser CRD 163170 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Oct 21, 2014R•••• C•••••• Funds MasterWorks Décor Inc.’s Acquisition of T•• T••• F••••••• I•••
- Oct 21, 2014R•••• C•••••• Sells T••••••, Inc. to KRG Capital Partners
- Oct 21, 2014R•••• C•••••• Sells A••••••• T•••••••• I••••••••• I••• to Allegiance Healthcare
- Oct 21, 2014R•••• C•••••• Sells Can-Do National Tape Investment Through PE Exit
- Oct 21, 2014R•••• C•••••• Sells Can-Do National Tape
- Nov 21, 2012Babson Capital Backs R•••• C••••••’s Investment In Blue Wave P•••••••
- Oct 21, 2012R•••• C•••••• and Management Acquire Blue Wave P•••••••, Inc.
- Mar 29, 2012R•••• C••••••• I•• first filed Form ADV in the extract (ERA)
- Sep 21, 2011R•••• C•••••• and Management Acquire Five Star Manufacturing, Inc.
- Aug 21, 2008R•••• C•••••• and Management Acquire Can-Do National Tape, Inc
- Mar 21, 2008R•••• C•••••• Sells T••••••, Inc. to KRG Capital Partners
- Oct 21, 2006N•• I•••• G••••• I••• Acquires K•••••• C•••••• I•••
- Jul 21, 2006N•• I•••• G••••• I••• Acquires S•••••••• D••••••, Inc
- Apr 21, 2006T••••••, Inc. Acquires J••••••••• I•••
- Dec 21, 2005N•• I•••• G••••• I••• Acquires L••••• C•••••• I•••
- Dec 21, 2003T••••••, Inc. Acquires A••••• C•••••••••
- Jun 21, 2003R•••• C•••••• Funds MasterWorks Décor Inc.’s Acquisition of T•• T••• F••••••• I•••
- Mar 21, 2001R•••• C•••••• Sells A••••••• T•••••••• I••••••••• I••• to Allegiance Healthcare
- Apr 21, 2000A••••••• T•••••••• I••••••••• I••• Acquires A•••••• S•••••••• A•••••••• P•••••••, Inc.
- Jan 21, 2000R•••• C•••••• and Management Acquire T••••••, Inc.