DFX Intelligence
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P••••••• P•••••• C••••••
Buyout firmClassification confirmedUpper middle marketSEC registered investment adviser· Chicago, ILp•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $7.2B
- PE fund assets
- $5.6B
- PE funds
- 9
- Investments held
- 1 of 1
- Deals, last 12 months
- 0
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
- Equity cheque $100M to $400MEBITDA from $15.0MSectors manufacturingGeography North AmericaControl majority,minority
- Graphs 2
- Lenders 1Placement agents 5
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn P•••••• Equity Funds; 9 reported gross assets on a filing in 2022 or later
- Size band
- Upper middle marketdefined by: proxy: $5.56bn P•••••• Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn P•••••• Equity Funds; 9 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 1, 2018 to Jul 28, 2026
- RAUM
- $7.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $5.6Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $7.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $5.6Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $5.6B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 9
- Employees
- 52
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
- Sectors
- manufacturing
- Geography
- North America
- Revenue
- not stated or not yet read
- EBITDA
- from $15.0M
- Enterprise value
- $200M to $2.0B
- Equity check
- $100M to $400M
- Control
- majority,minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- platform 1
- period
- to 2023-01-11, from 2023-01-11, undated holdings 0, dated observations 2
- window
- last 2023-01-11, first 2023-01-11
- control
- control 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2023 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value transportation logistics, examples Kenco Logistics
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share unknown, value freight forwarding brokerage, examples Kenco Logistics
1 companies on the graph (1 transactions); most in transportation logistics (1); 1 platforms and 0 add-ons; observed 2023 to 2023
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $769M as of Mar 27, 2024 | no Form D | Unknown | |
| P•• I••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $559M as of Mar 27, 2024 | no Form D | Unknown | |
| P•• I••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $72.3M as of Mar 27, 2024 | no Form D | Unknown | |
| P•• I•• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $1.7B as of Mar 27, 2024 | no Form D | Unknown | |
| P•• I•••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $1.1B as of Mar 27, 2024 | no Form D | Unknown | |
| P•• I•••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $87.2M as of Mar 27, 2024 | no Form D | Unknown | |
| P•• F••• I• L• ADV: P•••••• Equity Fund | buyout or unlabelled | 2018 first reported on Form ADV | $1.1B as of Mar 27, 2024 | no Form D | Unknown | |
| P•• F••• I••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $165M as of Mar 27, 2024 | no Form D | Unknown | |
| P•• F••• I••• L• ADV: P•••••• Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $32.8M as of Mar 27, 2024 | no Form D | Unknown |
Team
9 current, 1 former
Managing partner (3)
- A•••••• N••••••• P••••••• · Chairman, Chief Executive Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• A•••• G•• · President & Head Of Operations; L•••••• Partner · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• L•••• N••••• · Managing Partner - Head Of Investing; L•••••• Partner · since Mar 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (1)
- P••• J••• C•••••• · Vice Chairman; L•••••• Partner · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- A•••••• C•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Board or advisory (2)
- J•• B•••• K••••• · Trustee Of D•• N••••••• T•••• D•••• 1•••••••• · since Nov 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• J•••••••• M••••••• · Trustee Of D•• G•••••••• T•••• D•••• 1•••••••• · since Dec 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- B•••••• W•••••• W••• · Chief Compliance Officer, Chief Operating Officer, General Counsel · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••••• P•••• · Chief Financial Officer, Chief Administrative Officer · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- L•••• M••••• L••• · Trustee Of D•• N••••••• T•••• D•••• 1•••••••• · Dec 1, 2007 to Mar 29, 2019 Inference
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| K•••• L•••••••• | Platform | active | Jan 11, 2023 transaction announcement | 3.7 years | A•••••• C•••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 11, 2023 | Platform acquisition | K•••• L•••••••• | Sponsor (confirmed) | churchillam.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (5)
- T••••• C•••••• G••••• I••• 6 shared · very strong · last Jan 1, 2021
- C••••• S••••• S••••••••• •••• L•• 6 shared · very strong · last Jan 1, 2021
- W•••••• B•••• • C•••••• L••••• 3 shared · strong · last Jan 1, 2024
- T••••••••• G•••• ••••• L•••••• 3 shared · strong · last Jan 1, 2024
- T••••••••• G•••• L•• 3 shared · strong · last Jan 1, 2024
Lenders (1)
- C•••••••• A•••• M••••••••• L•• 1 shared · one time · last Jan 11, 2023
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
- Jan 11, 2023••• Locked
- Feb 1, 2018••• Locked
Across the graphs
P••••••• P•••••• C•••••• 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.
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