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.
V•••••• C•••••• P•••••••• L••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· Los Angeles, CA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $173M
- PE fund assets
- $85.6M
- PE funds
- 2
- Investments held
- 5 of 11
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 3 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.17bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
- Strategies
- Growth equity
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)3 of 3 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $173M · 2 PE funds · filed Jan 5, 2026ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Feb 14, 2012 to Jan 5, 2026
- RAUM
- $173Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $85.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $85.6Mevery private fund type, latest filing
- 2024 PE fund GAV
- $85.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 2 funds, $85.6M reported gross assets, 3 ever reported
- Employees
- 5
- Headquarters
- Los Angeles, CA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour6 of 8 criteria stated · 11 observed dealsShowHide
Stated by the firm
- Sectors
- Business services, software
- Geography
- not stated or not yet read
- Revenue
- $10.0M to $50.0M
- EBITDA
- $3.0M to $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- $10.0M to $30.0M
- Control
- Minority
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 11 companies, 11 holdings
- Most deals
- Education (1 of 11, e.g. Archer Education), healthcare services (1 of 11)
- Subsectors
- Education (1 of 11), outpatient specialty clinics (1 of 11)
- Deal roles
- 11 with role not stated
- Control
- 11 not stated
- Where
- Ca (1 of 11)
11 companies on the graph (0 transactions); most in education (1); no dated observations
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
3 families, 3 vehicles on record
V•••••• C•••••• L•••••••• A••••••••• F•••• L••• · 1 vehicle · vintage 2020$84.3M
- V•••••• C•••••• L•••••••• A••••••••• F•••• L••• buyout or unlabelled · 2020$84.3M
V•••••• C•••••• P••••••• G••••• E••••• F•••• L••• · 1 vehicle$2.1M
- V•••••• C•••••• P••••••• G••••• E••••• F•••• L••• Growth fund$2.1M
V•••••• C•••••• P••••••• F••••••• F•••• L••• · 1 vehicle · vintage 2008$1.3M
- V•••••• C•••••• P••••••• F••••••• F•••• L••• Buyout fund · 2008$1.3M
View all 3 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| V•••••• C•••••• L•••••••• A••••••••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 Form D first sale | $84.3M as of Jan 5, 2026 | no Form D | Harvest | |
| V•••••• C•••••• P••••••• F••••••• F•••• L••• ADV: Private Equity Fund | Buyout fund | 2008 Form D first sale | $1.3M as of Jan 5, 2026 | no Form D | Harvest | |
| V•••••• C•••••• P••••••• G••••• E••••• F•••• L••• ADV: Private Equity Fund | Growth fund | unknown | $2.1M as of Mar 30, 2021 | no Form D | Wound down |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
9 current, 1 former
- Managing Partner
- Managing Partner
- Member · since Aug 1, 2005
- Member · since Aug 1, 2005
- Principal
Full team · 9 peoplegrouped by role, with sources
Managing partner (2)
- J•• F••••••• · Managing Partner · start date unknown Firm website
- N••• M•••• · Managing Partner · start date unknown Firm website
Partner (2)
- K•••• E• K••• · Member · since Aug 1, 2005 Form ADV Firm website
- N••••••• C• M•••• · Member · since Aug 1, 2005 Form ADV
Principal (1)
- J•••• B••• · Principal · start date unknown Firm website
Platform (2)
- J••••• E•••• F••••••• · Member And Chief Compliance Officer · since Aug 1, 2005 Form ADV
- K••••••• M••••• · Director of Finance · start date unknown Firm website
Other (2)
- K••••••• R•••••••• · Special Advisor · start date unknown Firm website
- T••• T••••• · Special Advisor · start date unknown Firm website
1 former (kept with end dates)
- G•••••• P•••••• A•••••••• · Chief Financial Officer And Chief Compliance Officer · Oct 1, 2007 to Apr 6, 2017 Inference
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 11 portfolio relationships and 0 transactions are on this record.
11 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | I••••••••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | M•••••••• H••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | i••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
All 11 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | I••••••••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | S•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | M•••••••• H••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | O••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | i••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | G••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | V•• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | R••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | S••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | A••••• E•••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | U••• D••••••••• M•••••• M••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
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 commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
2 LPs, 2 disclosed commitments
- C••••••••• P••••• E••••••••• R••••••••• S•••••1 commitment to 1 fund · $40.4M disclosed
- L•• A•••••• C••• E••••••••• R••••••••• S•••••1 commitment to 1 fund · $10.0M disclosed
All 2 commitmentsgrouped by LP, largest first
C••••••••• P••••• E••••••••• R••••••••• S••••• $40.4M disclosed
L•• A•••••• C••• E••••••••• R••••••••• S••••• $10.0M disclosed
Events
1 most recent
- Feb 14, 2012••• Locked
Across the graphs
V•••••• C•••••• P•••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA 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.
Checking your plan…
Not yet on record: deals, last 12 months.