DFX Intelligence
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H••••• H••••• C•••••• M••••••••• L•••
Buyout firmClassification probableMiddle marketSEC registered investment adviser· Boca Raton, FLh••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.2B
- PE fund assets
- $1.0B
- PE funds
- 9
- Investments held
- 30 of 31
- Deals, last 12 months
- 1
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
- EBITDA up to $30.0MRevenue up to $500M
- Last 12 months 1Most recent 8 months ago
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Middle marketdefined by: proxy: $1.01bn Private Equity Fund GAV on the Form ADV filed 2024-09-04
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Mar 24, 2017 to Jul 13, 2026
- RAUM
- $2.2Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 9
- PE fund GAV, latest filing
- $1.0Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.2Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.0Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-04, latest gav Private Equity Fund $1.0B, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 4
- Employees
- 24
- Headquarters
- Boca Raton, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
31 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- up to $500M
- EBITDA
- up to $30.0M
- 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
- roles
- add on 1, unknown 29, platform 1
- period
- to 2026-01-01, from 2025-11-06, undated holdings 29, dated observations 3
- window
- last 2025-11-06, first 2025-11-06
- control
- control 1, unknown 30
- companies
- 31
- geography
- investments
- 31
- seller kinds
- transactions
- 1
- cadence by year
- 2025 add ons 1
- platform add on
- add ons 1, platforms 1, add ons per platform unknown
- sector known for
- 8
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.097, value industrial services, examples Industry: Environmental Services, Industry: Industrial Services, headquarters, count 2, share 0.065, value industrial manufacturing, examples D&J Precision Machine, KT-Grant, count 1, share 0.032, value business services, examples Industry: Facility Services, count 1, share 0.032, value specialty distribution, examples Industry: Food Distribution, count 1, share 0.032, value transportation logistics, examples Industry: Asset Light Trucking
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.065, value remediation environmental, examples Industry: Environmental Services, headquarters, count 1, share 0.032, value facilities support, examples Industry: Facility Services, count 1, share 0.032, value industrial machinery repair, examples Industry: Industrial Services, count 1, share 0.032, value grocery wholesale, examples Industry: Food Distribution, count 1, share 0.032, value general freight trucking, examples Industry: Asset Light Trucking, count 1, share 0.032, value fabricated metal products, examples D&J Precision Machine, count 1, share 0.032, value miscellaneous manufacturing, examples KT-Grant
31 companies on the graph (1 transactions); most in industrial services (3); 1 platforms and 1 add-ons; observed 2025 to 2026
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••• H••••• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $403M as of Sep 4, 2024 | no Form D | Early deployment | |
| H••••• H••••• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2022 first reported on Form ADV | $325M as of Sep 4, 2024 | no Form D | Early deployment | |
| H••••• H••••• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $161M as of Sep 4, 2024 | no Form D | Mature | |
| H••••• H••••• C•••••• P••••••• I• L••• ADV: Private Equity Fund | Buyout fund | unknown | $117M as of Sep 4, 2024 | no Form D | Mature |
Team
75 current, 1 former
Partner (4)
- A••••• G••• J•• · Partner · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• F•••• P•••••• · Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• A•••• B•••• · Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• B••• C•••• · Partner · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (13)
- A••• M••••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• A••••• · SENIOR ASSOCIATE, FRT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• M•••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• Z••• · SENIOR ASSOCIATE, FRT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• B•• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• R•••••••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• W••••••••• · SENIOR ASSOCIATE, FRT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• A••••••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• W••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••••• A•••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S•••••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• S••••••• · SENIOR ASSOCIATE, FRT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• ••••••• F••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (12)
- A••• A• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• Z••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• B••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• K•••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D•• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• D••••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• B•••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• F••••••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• S•••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W•• J••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••• F••••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•• P••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Analyst (2)
- A•••••• B•••••••• · ANALYST · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• P•••• · ANALYST · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (30)
- A•••••• G•••••• · DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••• · CO-HEAD OF TECHNOLOGY EXCELLENCE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• G••• J•• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• K••• · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• C••••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• F••••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• R••••• · OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• W••••• · STAFF ACCOUNTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• B••••• · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• G•••••• · OPERATING PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• M•••••• · HEAD OF WORLD CLASS MANUFACTURING · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• P•••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• A•••• B•••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• F••••• · HEAD OF SALES EXCELLENCE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• E••••••••• · SENIOR OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• A••••• · CO-HEAD OF TECHNOLOGY EXCELLENCE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••• C•••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• B•••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H•••••• · OPERATING PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• R•••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• J••••••• · OPERATING PARTNER & HEAD OF COE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••• · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• L•••• · DIRECTOR, ADD-ON INTEGRATION · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• C•••••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• W••••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• D•••••• · HEAD OF ADD-ON INTEGRATION · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• K••••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B•••• · OPERATING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• K••••••• · EXECUTIVE PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• C••••• · MANAGING DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (14)
- A••• H••• · FINANCE MANAGER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• H•• · HEAD OF TALENT ASSESSMENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• H•••••••• · ASSISTANT CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• B•••• · DEPUTY GENERAL COUNSEL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• ••••••••• E•••••••• · HEAD OF TALENT ACQUISITION · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• K•••••• · FINANCE DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• M•••••• · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• M••• · GENERAL COUNSEL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• A••• M•••••• · GROUP CFO, HEAD OF FRT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• H•••• · FINANCE DIRECTOR · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• G•••••••• · HEAD OF CUSTOMER ACQUISITION & PERFORMANCE MARKETING · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• F•••••••• · TALENT ACQUISITION ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• a• T•••• · CHIEF FINANCIAL OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••••• a• T•••• · Chief Compliance Officer · since May 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)
- N••••• K•••••••• I•••••• · Chief Compliance Officer · Jan 1, 2017 to May 31, 2018 Inference
Portfolio
31 relationships, 1 platforms, 1 add-ons
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 6, 2025 | Add-on acquisition | O•• S••••••••• L•• | Sponsor (confirmed) | h••••.com |
Placement agents, lenders, advisers and co-investors
7 relationships
Placement agents (2)
- L••••• F••••• • C•• L•• 2 shared · recurring · last Jan 1, 2022
- P••••••• F•••• G••••• L•• 2 shared · recurring · last Jan 1, 2019
Lenders (1)
- O••• L•• C••••• P••••••• 1 shared · one time · last Nov 6, 2025
Legal advisers (4)
- P••••••• B••••••••• 1 shared · one time · last Nov 6, 2025
- K••••••••• T••••••• • S••••••• 1 shared · one time · last Nov 6, 2025
- P••••••• B••••••••• 1 shared · one time · last Nov 6, 2025
- O•••••• F•••••• 1 shared · one time · last Nov 6, 2025
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
4 most recent
- Jul 13, 2026••• Locked
- Dec 4, 2025••• Locked
- Nov 6, 2025••• Locked
- Mar 24, 2017••• Locked
Across the graphs
H••••• H••••• C•••••• M••••••••• L••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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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