DFX Intelligence
Private Equity Intelligence
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Firms / P••• M••••••••• L••
P••• M••••••••• L••
Buyout firm · probableunsizedAlpharetta, GASEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 1 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
- Strategies
- REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 1 of 2 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 27, 2021 to Dec 20, 2024
- RAUM
- $26.1Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $26.1Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- filed 2024-12-20, latest gav Other Private Fund $26.1M, latest counts Other Private Fund 1, lifetime distinct Other Private Fund 1, Private Equity Fund 1
- Employees
- 5
- Headquarters
- Alpharetta, GA
- Office address
- 1720 WINDWARD CONCOURSE, SUITE 115, Alpharetta, GA, 30005
- Business phone
- 770-777-9373
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
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P•••••• R••• E••••• F••• I• L• ADV: Private Equity Fund | Real estate fund | 2021 first reported on Form ADV | $12.6M as of Aug 3, 2021 | no Form D | Unknown | |
| O•••• C•••••• L•• ADV: Other Private Fund | Fund of funds | unknown | $26.1M as of Dec 20, 2024 | no Form D | Unknown |
Team
5 current, 2 former
Partner (2)
- V•••••••• A•••••• S••••• · Member · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• H•••• H••• · Member · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- B•••• T••••• W••••••• · Chief Compliance Officer · since Dec 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• M•••••• H••••• · Coo · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••••• K••• J•••••• · Cfo · since Aug 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- B••••••• T••••• E•••• · The E••••• Of B••••••• T. E•••• · Dec 1, 2023 to Nov 11, 2024 Inference
- M••••• J••• C•••••• · Interim Cco · Oct 1, 2024 to Dec 20, 2024 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)
- X• C•••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2021
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
- Apr 27, 2021P••• M••••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
P••• M••••••••• 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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