DFX Intelligence
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F•••••• C••••••• P•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Greenwich, CTf•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $425M
- PE fund assets
- $4.0M
- PE funds
- 3
- Investments held
- 0 of 2
- 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
- Sectors consumer
- Graphs 2
- RAUM $425M
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 6, 2023 to Mar 29, 2024
- RAUM
- $425Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $4.0Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.0Mevery private fund type, latest filing
- 2024 PE fund GAV
- $4.0Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $4.0M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 7
- Headquarters
- Greenwich, CT
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
2 observed deals
Stated by the firm
- Sectors
- consumer
- 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
- ••• Locked
Observed from deals on record
- roles
- platform 1, standalone 1
- period
- to 2024-05-30, from 2024-04-19, undated holdings 0, dated observations 4
- window
- last 2024-05-30, first 2024-04-19
- control
- control 2
- companies
- 2
- geography
- count 2, share unknown, value VA
- investments
- 2
- seller kinds
- transactions
- 2
- cadence by year
- 2024 platforms 1, other deals 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 2
- disclosed value usd
- n 0
- sector distribution
- count 2, share unknown, value industrial manufacturing, examples Firehook Bakery, Firehook Bakery of Virginia, Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
2 companies on the graph (2 transactions); most in industrial manufacturing (2); 1 platforms and 0 add-ons; observed 2024 to 2024
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| F•••••• F••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | 2024 first reported on Form ADV | $9,316 as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $2.6M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••• F••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.4M as of Mar 29, 2024 | no Form D | Unknown | |
| F•••••• C••••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
3 current, 1 former
Managing partner (2)
- C•••••••• M•••• H•••••••• · Managing Member · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• Z• L•••• · Managing Partner · since Jan 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
1 former (kept with end dates)
- R••••• a• G•••• · Cfo · Jun 1, 2023 to Mar 29, 2024 Inference
Portfolio
2 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| F••••••• B••••• o• V•••••••• I••• | Platform | unknown | May 30, 2024 transaction announcement | 2.3 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
| F••••••• B••••• | Standalone | unknown | Apr 19, 2024 transaction announcement | 2.4 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
2 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 30, 2024 | Platform acquisition | F••••••• B••••• o• V•••••••• I••• | Sponsor | balancepointcapital.com |
| Apr 19, 2024 | Majority investment | F••••••• B••••• | Sponsor | wtop.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
6 most recent
- Mar 26, 2026Announcement 3.26.2026 F•••••• C••••••• P••••••• Closes Fund II at $500 Million Hard Cap Read More →
- Mar 26, 2026Acquisition 12.15.2025 Hormel Foods and F•••••• Establish Partnership to Fuel Growth for the Justin's® Brand Read More →
- Mar 26, 2026Acquisition 3.19.2025 F•••••• Acquires Bar Keeper's Friend Positions 140-Year-Old Brand for Continued Strength in Its Next Chapter Read More →
- Mar 26, 2026Acquisition 5.21.2024 F•••••• Announces Partnership with Xochitl Investment Firm Enters Into 50/50 Partnership With Carlos Salinas, Xochitl’s Founder Read More →
- Mar 26, 2026Announcement 4.15.2024 F•••••• C••••••• P••••••• Acquires F••••••• B••••• Positions Enduring Brand For Continued Success Read More →
- Oct 6, 2023F•••••• C••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
F•••••• C••••••• P•••••••• L•• 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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