DFX Intelligence
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B•••• C••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Miami, FLb•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $574M
- PE fund assets
- $574M
- PE funds
- 5
- Investments held
- 10 of 12
- Deals, last 12 months
- 8
Form ADV
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
- Revenue $10.0M to $100MSectors manufacturing,healthcare,consumer,financial_services,agriculture
- Last 12 months 8Most recent 4 months agoPlatform deals 9
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.57bn Private Equity Fund GAV on the Form ADV filed 2024-07-22
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 2, 2017 to Jul 22, 2024
- RAUM
- $574Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $574Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $574Mevery private fund type, latest filing
- 2024 PE fund GAV
- $574Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-07-22, latest gav Private Equity Fund $574M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 13
- Employees
- 29
- Headquarters
- Miami, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
12 observed deals
Stated by the firm
- Sectors
- manufacturing, healthcare, consumer, financial services, agriculture
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $100M
- 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 3, platform 8, standalone 1
- period
- to 2026-06-17, from 2021-09-20, undated holdings 1, dated observations 25
- window
- last 2026-06-17, first 2021-09-20
- control
- control 9, unknown 3
- companies
- 12
- geography
- count 1, share 0.083, value NC, count 1, share 0.083, value IL, count 1, share 0.083, value CO
- investments
- 12
- seller kinds
- founder 1
- transactions
- 14
- cadence by year
- 2021 platforms 1, 2024 platforms 1, 2025 platforms 3, other deals 1, 2026 platforms 5, other deals 3
- platform add on
- add ons 0, platforms 8, add ons per platform 0
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 2, share 0.167, value business services, examples Sonic Systems International, LLC, H&B Facility Services NEWS, count 2, share 0.167, value industrial manufacturing, examples Blue Monkey Beverages NEWS, Mcnish Corporation, count 2, share 0.167, value consumer products, examples Local Boy Outfitters, YZY Fragrances, count 1, share 0.083, value industrial services, examples Premier Building Associates NEWS, count 1, share 0.083, value healthcare services, examples ThriveMD, PC (non-clinical assets, now Novellum Longevity)
- holding period years
- n 0
- repeat counterparties
- role co investor, shared 3, entity id 80dfa70b-6e17-439f-a2bc-a830ee373884, role lender, shared 3, entity id 80dfa70b-6e17-439f-a2bc-a830ee373884
- subsector distribution
- count 2, share 0.167, value consumer products, examples Local Boy Outfitters, YZY Fragrances, count 1, share 0.083, value staffing, examples Sonic Systems International, LLC, count 1, share 0.083, value beverage manufacturing, examples Blue Monkey Beverages NEWS, count 1, share 0.083, value facilities support, examples H&B Facility Services NEWS, count 1, share 0.083, value machinery manufacturing, examples Mcnish Corporation, count 1, share 0.083, value specialty trade other, examples Premier Building Associates NEWS
12 companies on the graph (14 transactions); most in business services (2); 8 platforms and 0 add-ons; observed 2021 to 2026
Funds
14 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| B•• F•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $4.5M as of Jul 22, 2024 | no Form D | Early deployment | |
| B•• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $271M as of Jul 22, 2024 | no Form D | Unknown | |
| B•• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $13.6M as of Jul 22, 2024 | no Form D | Active deployment | |
| B••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $6.1M as of Jan 12, 2021 | no Form D | Wound down | |
| B•••••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $24.1M as of May 27, 2021 | no Form D | Wound down | |
| B••••••••• I•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $8.0M as of May 27, 2021 | no Form D | Wound down | |
| B•••••••• I•••••••• I• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $6.8M as of May 27, 2021 | no Form D | Wound down | |
| B•••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $6.2M as of May 27, 2021 | no Form D | Wound down | |
| E•••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $936,256 as of Jan 12, 2021 | no Form D | Wound down | |
| B••• I•••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $746,253 as of Jan 12, 2021 | no Form D | Wound down | |
| E•••••••• B••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $572,249 as of Jan 12, 2021 | no Form D | Wound down | |
| B•• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $282M as of Jul 22, 2024 | no Form D | Unknown | |
| B•• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $3.1M as of Jul 22, 2024 | no Form D | Unknown | |
| B•••• O••••••••• B•• F••• I•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
6 current, 4 former
Managing partner (3)
- D•••• A••• M••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• A••• M••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• A••• M••••••• · Managing Partner; Member · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- R•••• K•••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- A••• S•••• H••••• · Chief Operating Officer, Partner; Member · since Jun 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- V•••••• D•• B•••••• · Chief Compliance Officer And Controller · since Jun 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
4 former (kept with end dates)
- D••••• R•••••• D•••••• · Chief Compliance Officer & Chief Financial Officer · Nov 1, 2019 to Jun 10, 2020 Inference
- J•• E•••• G••••••• · Chief Compliance Officer & Chief Financial Officer · Mar 1, 2021 to Jul 22, 2024 Inference
- V•••••• D•• B•••••• · Chief Compliance Officer · Jun 1, 2019 to Nov 14, 2019 Inference
- V•••••• D•• B•••••• · Chief Compliance Officer & Controller · Jun 1, 2020 to Mar 30, 2021 Inference
Portfolio
12 relationships, 8 platforms, 0 add-ons
Transactions
13 on record
Placement agents, lenders, advisers and co-investors
4 relationships
Lenders (1)
- C••••••• G•••• 2 shared · recurring · last Aug 20, 2025
Financial advisers (1)
- P•••••• W••••••• P••••••• L•• 1 shared · one time · last Jan 15, 2026
Legal advisers (1)
- M•••••••• W••• • S•••••• L•• 1 shared · one time · last Jan 15, 2026
Co-investors (1)
- C••••••• G•••• 2 shared · recurring · last Aug 20, 2025
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
23 most recent
- Aug 25, 2026B•••• C••••••: Private Equity Funds on Form ADV 5 (2024 extract) -> 8 (roster 2026-09-01)
- Jun 17, 2026B•••• C•••••• was equity provider on Consumer Growth Partners's platform acquisition of L•••• B•• O•••••••••Pe in independent sponsor dealFactL•••• B•• O•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- Jun 11, 2026B•••• Named to Inc.’s 2025 List of Founder-Friendly Investors; McKee Utility, Exited in 2026, Featured Case Study N•••
- May 19, 2026B•••• C•••••• was capital provider on Consumer Growth Partners's majority investment of L•••• B•• O•••••••••Pe in independent sponsor dealFactL•••• B•• O•••••••••DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
- May 19, 2026B•••• C•••••• Announces New Platform Investment in L•••• B•• O••••••••• N•••
- May 19, 2026B•••• C•••••• Announces New Platform Investment in L•••• B•• O••••••••• N•••
- May 19, 2026B•••• C•••••• Announces New Platform Investment in L•••• B•• O•••••••••
- May 13, 2026B•••• C•••••• Announces New Platform Investment in Y•• F••••••••• N•••
- May 13, 2026B•••• C•••••• Announces New Platform Investment in Y•• F••••••••• N•••
- May 13, 2026B•••• C•••••• Announces New Platform Investment in Y•• F•••••••••
- May 5, 2026B•••• C•••••• Launches Commercial Cleaning Platform with Acquisition of H•• F••••••• S••••••• N•••
- May 5, 2026B•••• C•••••• Launches Commercial Cleaning Platform with Acquisition of H•• F••••••• S••••••• N•••
- Mar 2, 2026B•••• C•••••• Announces the Sale of McKee Utility to MasTec N•••
- Jan 15, 2026B•••• C•••••• Announces the Sale of D••••• W••• N•••
- Jan 15, 2026B•••• C•••••• Announces the Sale of D••••• W••• N•••
- Aug 20, 2025B•••• C•••••• was capital provider on B•••• C••••••'s platform acquisition of T•••••••• P• ••••••••• a•••••• n•• N••••••• L•••••••••
- May 22, 2025B•••• C•••••• Announces New Platform Investment in McNish, LLC N•••
- May 22, 2025B•••• C•••••• Announces New Platform Investment in McNish, LLC N•••
- Feb 27, 2025B•••• C•••••• Announces New Platform Investment in B••• M••••• B•••••••• N•••
- Feb 27, 2025B•••• C•••••• Announces New Platform Investment in B••• M••••• B•••••••• N•••
- Aug 26, 2024B•••• C•••••• Announces New Commercial Roofing Platform Investment in P•••••• B••••••• A••••••••• N•••
- Aug 26, 2024B•••• C•••••• Announces New Commercial Roofing Platform Investment in P•••••• B••••••• A••••••••• N•••
- Feb 2, 2017B•••• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
B•••• C•••••• 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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