DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
C••••• H••• P•••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· New Orleans, LAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $493M
- PE fund assets
- $177M
- PE funds
- 8
- Investments held
- 7 of 8
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Equity cheque $15.0M to $60.0MEBITDA $3.0M to $20.0MRevenue from $10.0MSectors industrials,infrastructure,environmental_services,industrial_servicesGeography North America,United States
- Graphs 2
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-11-12
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 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
- May 23, 2024 to Apr 29, 2026
- RAUM
- $493Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $177Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $493Mevery private fund type, latest filing
- 2024 PE fund GAV
- $177Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-11-12, latest gav Private Equity Fund $177M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 6
- Headquarters
- New Orleans, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
8 observed deals
Stated by the firm
- Sectors
- industrials, infrastructure, environmental services, industrial services
- Geography
- North America, United States
- Revenue
- from $10.0M
- EBITDA
- $3.0M to $20.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $15.0M to $60.0M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 8
- period
- to unknown, from unknown, undated holdings 8, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 8
- companies
- 8
- geography
- investments
- 8
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.125, value industrial services, examples Vision Industrial Services
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.125, value industrial machinery repair, examples Vision Industrial Services
8 companies on the graph (0 transactions); most in industrial services (1); no dated observations
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•• M•• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $84.7M as of Nov 12, 2024 | no Form D | Unknown | |
| C•• A•••• E••••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $60.7M as of Nov 12, 2024 | no Form D | Unknown | |
| C•• S••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $12.7M as of Nov 12, 2024 | no Form D | Unknown | |
| C•• A••• I•••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $10.0M as of Nov 12, 2024 | no Form D | Unknown | |
| C•• A••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $8.9M as of Nov 12, 2024 | no Form D | Unknown | |
| C••••• H••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Nov 12, 2024 | no Form D | Unknown |
Team
17 current, 0 former
Managing partner (1)
- H• D•••• d• L•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- H•••• D•••• d• L•••••• · Limited Partner · since Jun 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• H•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••••• K••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• M••••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• A••••••••• C•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (2)
- C••••• S•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•• S••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- D••••• R•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• N•••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- T••••• R••••• · Managing Director, Business Development & Capital Formation · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (5)
- A•• C•••• M••••• · Chief Compliance Officer/Chief Financial Officer · since Oct 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•• C••••• C•• · CFO / CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• U•••• · Chief Legal Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• S••••• · Director of Strategic Finance & Analytics · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
8 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
1 relationships
Placement agents (1)
- A•••••• F••••••••• L•• 1 shared · one time · 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
- Apr 29, 2026••• Locked
- May 23, 2024••• Locked
Across the graphs
C••••• H••• P••••••• 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…