DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
Firms / Core Capital Partners
Core Capital Partners
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 6 of 11 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.99bn Private Equity Fund GAV on the Form ADV filed 2024-09-06
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 11 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 30, 2012 to Sep 6, 2024
- RAUM
- $1.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $986Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $1.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- $986Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 55%
- Fund type mix
- filed 2024-09-06, latest gav Other Private Fund $45.9M, Private Equity Fund $986M, Venture Capital Fund $23.1M, latest counts Other Private Fund 1, Private Equity Fund 6, Venture Capital Fund 1, lifetime distinct Other Private Fund 1, Private Equity Fund 6, Venture Capital Fund 4
- Employees
- 4
- Business phone
- (202) 589-0090
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
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Core Capital Partners Fp I, L.P. ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $577M as of Sep 6, 2024 | no Form D | Early deployment | |
| Core Capital Partners II Cf, L.P. ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $212M as of Sep 6, 2024 | no Form D | Early deployment | |
| S920 Spv, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $36.6M as of Sep 6, 2024 | no Form D | Early deployment | |
| S920 II Spv, L.P. ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $33.6M as of Sep 6, 2024 | no Form D | Early deployment | |
| Core Capital Partners Fund II Sq Cf, L.P. ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $31.2M as of Sep 6, 2024 | no Form D | Early deployment | |
| Core Capital Tb Spv, L.P. ADV: Other Private Fund | Buyout fund | 2018 first reported on Form ADV | $45.9M as of Sep 6, 2024 | no Form D | Unknown | |
| Core Capital Partners Ii-S, L.P. ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $95.0M as of Sep 6, 2024 | no Form D | Unknown |
Team
3 current, 3 former
Managing partner (1)
- William Face Dunbar · President, Director · since Jun 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- Mark Jeffrey Levine · Secretary, Director · since Jun 1, 2004 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- Randolph Steven Klueger · Chief Financial Officer | Chief Compliance Officer · since Jul 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- Thomas Edgar Wheeler · Managing Member, Core Equity Partners Iii, Llc · Dec 1, 2010 to Mar 28, 2014 Inference
- Pascal Nmn Luck · Member, Core Equity Partners Iii, Llc · Dec 1, 2010 to Jun 21, 2019 Inference
- Eugenie Loring Warner · Chief Compliance Officer · Mar 1, 2021 to Nov 3, 2022 Inference
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)
- Trump Securities, LLC 1 shared · one time · last Jan 1, 2022
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
- Mar 30, 2012Core Capital Partners first filed Form ADV in the extract (ERA)
Across the graphs
Core Capital Partners is the same institution as 3 records in Venture Capital, RIA and Wealth and Allocators.
Venture Capital1RIA and Wealth1Allocators1
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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