DFX Intelligence

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A••••• I••••••••• P•••••••

Buyout firmClassification probableLower middle marketSEC registered investment adviser· Houston, TXa•••••••••.com

••• Locked

As of 2026-09-21 · identity and classification; each section below carries its own date

Regulatory AUM: $1.3B
PE fund assets: $521M
PE funds: 9
Investments held: 9 of 12
Deals, last 12 months: 2

Funds and vehicles Team (4)Transactions

As of 2026-09-21 · identity and classification; each section below carries its own date

Why this matters

This firm publishes its own acquisition criteria, so a fit test does not have to be inferred from past deals.
Equity cheque $25.0M to $100MEBITDA $5.0M to $30.0MSectors industrials,environmental_services,distribution,energy,media_telecom,transportation_logistics,industrial_services,manufacturing,infrastructureGeography SoutheastControl majority
Closed 2 transactions in the last twelve months, 3 in the last three years.
2026-07-07
Last 12 months 2Most recent 2 months ago
Also held on 4 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 4

Classification

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmprobable, confidence 80%
Basis: own website statement
Size band: Lower middle marketdefined by: proxy: $0.52bn Private Equity Fund GAV on the Form ADV filed 2024-07-26

Classification history (2)

Sep 15, 2026
Buyout firm (probable, 80%, cls-pe-2)
own website statement
“••• Locked”
a•••••••••.com
Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Jul 8, 2022 to Mar 31, 2026
RAUM: $1.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 9
PE fund GAV, latest filing: $521Mreported gross assets (Form ADV), not fund size
All private fund GAV: $1.3Bevery private fund type, latest filing
2024 PE fund GAV: $521Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-07-26, latest gav Private Equity Fund $521M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
Employees: 12
Headquarters: Houston, TX
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

12 observed deals

Stated by the firm

Sectors: industrials, environmental services, distribution, energy, media telecom, transportation logistics, industrial services, manufacturing, infrastructure
Geography: Southeast
Revenue: not stated or not yet read
EBITDA: $5.0M to $30.0M
Enterprise value: not stated or not yet read
Equity check: $25.0M to $100M
Control: majority
Thesis: ••• Locked

Observed from deals on record

roles: add on 1, unknown 8, platform 2, standalone 1
period: to 2026-07-07, from 2024-03-21, undated holdings 9, dated observations 6
window: last 2026-07-07, first 2024-03-21
control: control 3, unknown 9
companies: 12
geography: count 1, share 0.083, value TN
investments: 12
seller kinds: founder 1
transactions: 3
cadence by year: 2024 other deals 1, 2026 add ons 1, other deals 1
platform add on: add ons 1, platforms 2, add ons per platform unknown
sector known for: 4
disclosed value usd: n 0
sector distribution: count 2, share 0.167, value industrial services, examples Hook Set Transportation, Mat Tech I••••••••• Services, count 1, share 0.083, value business services, examples Trinity I•••••••••, count 1, share 0.083, value transportation logistics, examples Celebrity Coaches
holding period years: n 0
repeat counterparties
subsector distribution: count 2, share 0.167, value industrial machinery repair, examples Hook Set Transportation, Mat Tech I••••••••• Services, count 1, share 0.083, value equipment rental, examples Trinity I•••••••••

12 companies on the graph (3 transactions); most in industrial services (2); 2 platforms and 1 add-ons; observed 2024 to 2026

Funds

5 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
A•• E•• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$15.8M as of Jul 26, 2024	no Form D	Unknown
A•• W• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$95.0M as of Jul 26, 2024	no Form D	Early deployment
A•• M• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$13.8M as of Jul 26, 2024	no Form D	Unknown
A•• C•• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$233M as of Jul 26, 2024	no Form D	Early deployment
A•• W• L• ADV: Private Equity Fund	buyout or unlabelled	unknown	$164M as of Jul 26, 2024	no Form D	Early deployment

Team

4 current, 1 former

Managing partner (3)

A•••••••• R••• · Managing Partner · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
B••••••• B••••• R•••• · Managing Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P••••• W••••• · Managing Member · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

A••••• A•••••• · Chief Financial Officer And Chief Compliance Officer · since Feb 1, 2024 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)

T•••••• M•••••• W••• · Director, Chief Compliance Officer · Mar 1, 2023 to Mar 28, 2024 Inference

Portfolio

12 relationships, 2 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
H••• S•• T••••••••• add-on to M•• T••• I••••••••• S•••••••	Add-on	active	Jul 7, 2026 transaction announcement	3 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
T•••••• I•••••••••	Platform	active	May 7, 2026 transaction announcement	5 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
C•••••••• C••••••	Standalone	active	Mar 21, 2024 transaction announcement	2.5 years	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
C•• P••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
D••••••• I••••••••• S•••••••	Role unknown	exited	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
J•• E•••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
L•••••• W•••• S••••••••	Role unknown	exited	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
M•• T••• I••••••••• S•••••••	Platform	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
P•••• D•••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
S••••• F••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
T•••••• I••••••••• B••••••••• L••••••••	Role unknown	active	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)
W•••• E•••••••••	Role unknown	exited	unknown	unknown	unknown	Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe)

Transactions

3 on record

Date	Type	Target	This firm’s role	Source
Jul 7, 2026	Add-on acquisition	H••• S•• T•••••••••	Sponsor (confirmed)	a•••••••••.com
May 7, 2026	Majority investment	T•••••• I•••••••••	Sponsor (confirmed)	prnewswire.com
Mar 21, 2024	Majority investment	C•••••••• C••••••	Sponsor	peprofessional.com

Placement agents, lenders, advisers and co-investors

1 relationships

Placement agents (1)

S•••••• N••••••• • C••••••• I••••••••• 5 shared · very strong · last Jan 1, 2024

LP commitments

1 disclosed

M••••••••• P•••••• R••••••• I••••••••• M••••••••• B•••• amount not disclosed mapension.com

Events

5 most recent

Jul 7, 2026
••• Locked
Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
May 7, 2026
••• Locked
Platform investmentFactT•••••• I•••••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Mar 31, 2026
••• Locked
Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Jun 30, 2025
••• Locked
Lp commitment disclosedFactM••••••••• P•••••• R••••••• I••••••••• M••••••••• B••••Public pension private-markets disclosures, read through the venture lane's LP report tape
Jul 8, 2022
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness99 · HIGH: as of: 2026-09-22items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9944444444444445,"evidence":"1 method: sum of component points, capped at 1.0
model score-pe-1
Research priority48 · MODERATE: as of: 2026-09-22items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity10 · LOW: as of: 2026-09-22items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.1,"evidence":"••• Locked"}]method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite33 · MODERATE: as of: 2026-09-22items: [{"code":"ADD_ONS_12M","points":0.08,"evidence":["••• Locked"]},{"code":"RECENT_method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness92 · HIGH: as of: 2026-09-22items: [{"code":"FIELDS_PRESENT","points":0.9166666666666666,"evidence":["website","desmethod: sum of component points, capped at 1.0
missing: lenders
model score-pe-1
Fund deployment activity70 · ELEVATED: as of: 2026-09-22items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

Independent Sponsor Intelligence (matched on shared crd)
Venture Capital Intelligence (matched on shared crd)

Record

First observed: Sep 13, 2026
Last observed: yesterday
Observations: 45
Sources: 4
Open research tasks: 7

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

A••••• I••••••••• P••••••• is the same institution as 4 records in Venture Capital, Independent Sponsors, RIA and Wealth and Allocators.

Venture Capital1Independent 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.

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