DFX Intelligence
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Q•• C••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Raleigh, NCn••••••••.com
Buyout firm, based in Raleigh, NC.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.6B
- PE fund assets
- $3.1B
- PE funds
- 15
- Investments held
- 0 of 1
- Deals, last 12 months
- 0
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
- Graphs 2
- Lenders 1Placement agents 2
- RAUM $4.6B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 12 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $3.10bn Private Equity Fund GAV on the Form ADV filed 2024-09-12
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 13 of 13 distinct vehicles are sworn P•••••• Equity Funds; 12 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 11, 2021 to Mar 30, 2026
- RAUM
- $4.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 15
- PE fund GAV, latest filing
- $3.1Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.7Bevery private fund type, latest filing
- 2024 PE fund GAV
- $3.1Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-12, latest gav Private Equity Fund $3.1B, latest counts Private Equity Fund 9, lifetime distinct Private Equity Fund 13
- Employees
- 22
- Headquarters
- Raleigh, NC
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 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
- not stated or not yet read
Observed from deals on record
- roles
- platform 1
- period
- to 2023-01-10, from 2023-01-10, undated holdings 0, dated observations 2
- window
- last 2023-01-10, first 2023-01-10
- control
- control 1
- companies
- 1
- geography
- count 1, share unknown, value FL
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2023 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share unknown, value healthcare services, examples COPILOT Provider Support Services, LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (1 transactions); most in healthcare services (1); 1 platforms and 0 add-ons; observed 2023 to 2023
Funds
13 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Q•• M•••• W•• S••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $219M as of Sep 12, 2024 | no Form D | Early deployment | |
| N• P• P•••••• C•••••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $197M as of Sep 12, 2024 | no Form D | Early deployment | |
| N• P• O••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $544M as of Sep 12, 2024 | no Form D | Early deployment | |
| N•••••••• P•••••• E••••• F••• I•• L• ADV: P•••••• Equity Fund | Buyout fund | 2022 first reported on Form ADV | $534M as of Sep 12, 2024 | no Form D | Early deployment | |
| N• P• W•••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2022 first reported on Form ADV | $101M as of Sep 12, 2024 | no Form D | Early deployment | |
| N• P• P•••••• K••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $747M as of Sep 12, 2024 | no Form D | Active deployment | |
| N•••••••• P•••••• E••••• F••• I• L••• ADV: P•••••• Equity Fund | Buyout fund | 2021 first reported on Form ADV | $648M as of Sep 12, 2024 | no Form D | Active deployment | |
| N• P• P•••••• C••••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $115M as of Nov 3, 2022 | no Form D | Wound down | |
| N• P• P•••••• S••••••• C••••••••• L••• ADV: P•••••• Equity Fund | Co-investment vehicle | 2021 first reported on Form ADV | $65.8M as of Sep 12, 2024 | no Form D | Unknown | |
| N• P• P•••••• I••• R•••••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $40.0M as of Sep 12, 2024 | no Form D | Unknown | |
| N• P• P•••••• S••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $24.1M as of Mar 28, 2023 | no Form D | Early deployment | |
| N• P• P•••••• A••••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $16.6M as of Mar 28, 2023 | no Form D | Early deployment | |
| N• P• P•••••• I•••• L••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Nov 3, 2022 | no Form D | Wound down |
Team
7 current, 1 former
Partner (5)
- D••••• B• G••••••• · Shareholder · since Nov 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••••• A••••• P•••• · Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••••• S•••• E•••••• · Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•••• S••••••• · Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R•••• L••••• D•••••••• · Partner · since Dec 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- C•••••• R••••• K••• · Chief Financial Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••••••• J••• F••••• · Chief Compliance Officer · since Sep 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)
- J•••• E••••• C•••• · Chief Compliance Officer · Dec 1, 2020 to Jan 27, 2022 Inference
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| C•••••• P••••••• S•••••• S•••••••• L•• | Platform | unknown | Jan 10, 2023 transaction announcement | 3.7 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jan 10, 2023 | Platform acquisition | C•••••• P••••••• S•••••• S•••••••• L•• | Sponsor | stelluscapital.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (2)
- E•••• P•••••••• L•• 4 shared · strong · last Jan 1, 2019
- S•••••• N••••••• • C••••••• I••••••••• 3 shared · strong · last Jan 1, 2022
Lenders (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jan 10, 2023
Co-investors (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jan 10, 2023
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
2 most recent
- Mar 30, 2026••• Locked
- Feb 11, 2021••• Locked
Across the graphs
Q•• C••••••• 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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