DFX Intelligence
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M••••••• F••• M••••••••• L••••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· St Peter Port, Guernseym•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $187M
- PE funds
- 3
- Investments held
- 45 of 50
- Deals, last 12 months
- Not established
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
What we can say about this record
We hold this organization as an identified record, with a Form ADV filed 18 months ago and 28 observations. No recent transaction, no vehicle in market and no stated mandate is on this record, so there is nothing here to act on today. It is still the right record for resolving this name, its filings and its relationships.
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: $0.19bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
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
- exempt reporting adviser
- Form ADV filings
- Oct 13, 2022 to Mar 27, 2025
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $187Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $196Mevery private fund type, latest filing
- 2024 PE fund GAV
- $187Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $187M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- unknown
- Headquarters
- St Peter Port, Guernsey, Guernsey
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
50 observed deals
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
- ••• Locked
Observed from deals on record
- roles
- unknown 50
- period
- to unknown, from unknown, undated holdings 50, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 50
- companies
- 50
- geography
- investments
- 50
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.02, value agriculture, examples Climate Corp founders, count 1, share 0.02, value business services, examples wayline-founders, count 1, share 0.02, value financial services, examples Klarna founders, count 1, share 0.02, value education, examples Revyze founders
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.02, value agriculture, examples Climate Corp founders, count 1, share 0.02, value property management, examples wayline-founders, count 1, share 0.02, value financial services, examples Klarna founders, count 1, share 0.02, value education, examples Revyze founders
50 companies on the graph (0 transactions); most in agriculture (1); no dated observations
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| M••••••• V••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $85.8M as of Mar 28, 2024 | no Form D | Early deployment | |
| M••••••• V••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $76.5M as of Mar 28, 2024 | no Form D | Unknown | |
| M••••••• V••••••• O••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $25.1M as of Mar 28, 2024 | no Form D | Unknown |
Team
10 current, 0 former
Partner (3)
- A••••• G••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• G•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• L•••••• L••••••• · Member · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (5)
- A•••• H•••••• · Director · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A•••• M••••••• · Director · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••••• J••• C•••••• W••••• · Director · since Aug 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• J•••• W••••••••• · Director · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••• H••••• S•••••• · Director · since Dec 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Associate (1)
- S•••• D••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- A•••••••• T••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
50 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
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
1 most recent
- Oct 13, 2022••• Locked