DFX Intelligence
Private Equity Intelligence
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Firms / S••••••••• A•••••• L••
S••••••••• A•••••• L••
Buyout firmLower middle marketUSSEC exempt reporting adviser
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 32 of 32 distinct vehicles are sworn Private Equity Funds; 32 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 2024-11-15
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 32 of 32 distinct vehicles are sworn P•••••• Equity Funds; 32 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Jan 8, 2024 to Nov 15, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 32
- PE fund GAV, latest filing
- $20.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $20.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $20.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-15, latest gav Private Equity Fund $20.4M, latest counts Private Equity Fund 32, lifetime distinct Private Equity Fund 32
- Employees
- unknown
- Business phone
- 516-382-3479
Stated criteria beside observed behaviour
no observed deals yet
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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
32 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S••••• 5••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.9M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.1M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 7••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $1.0M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1••• a• S••••• o• S••••••••• P•••••• F•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $974,031 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2••• a• S••••• o• S••••••••• P•••••• F•••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $946,068 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $847,500 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $842,160 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $800,450 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $700,210 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $700,000 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 6••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $573,447 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $526,350 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $453,125 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $400,000 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $396,935 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $379,611 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 9••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $324,241 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $247,950 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $222,475 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $190,215 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $188,256 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $135,265 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $130,675 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $113,820 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $105,300 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $72,529 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2•••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $27,690 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 1••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.6M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 2••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.5M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 3••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $1.5M as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 8••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $849,519 as of Nov 15, 2024 | no Form D | Unknown | |
| S••••• 4••• a• S••••• o• S••••••••• P•••••• L•• ADV: P•••••• Equity Fund | buyout or unlabelled | unknown | $748,845 as of Nov 15, 2024 | no Form D | Unknown |
Team
1 current, 0 former
Partner (1)
- H••••• E••••• M•••• · Shareholder · since Mar 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
1 relationships
Placement agents (1)
- S••••••••• P•••••• L•• 32 shared · very strong · last Jan 1, 2024
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
2 most recent
- Mar 31, 2026S••••••••• A•••••• L••: P•••••• Equity Funds on Form ADV 32 (2024 extract) -> 93 (roster 2026-09-01)
- Jan 8, 2024S••••••••• A•••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
S••••••••• A•••••• L•• is the same institution as 1 record in Independent Sponsors.
Independent Sponsors1
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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