DFX Intelligence
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C••••••• P••••••• I•••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Newton, MAc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $423M
- PE fund assets
- $423M
- PE funds
- 6
- Investments held
- 5 of 5
- 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
- Sectors consumer
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.42bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 18, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 10, 2012 to Mar 28, 2024
- RAUM
- $423Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $423Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $423Mevery private fund type, latest filing
- 2024 PE fund GAV
- $423Msum 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 $423M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 8
- Headquarters
- Newton, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
- Sectors
- consumer
- 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
- unknown 3, minority 2
- period
- to 2018-09-10, from 2017-07-05, undated holdings 0, dated observations 10
- window
- last 2018-09-10, first 2017-07-05
- control
- unknown 3, minority 2
- companies
- 5
- geography
- count 1, share 0.2, value MT
- investments
- 5
- seller kinds
- transactions
- 5
- cadence by year
- 2017 other deals 2, 2018 other deals 3
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.2, value consumer services, examples West Coast Fitness LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.2, value fitness recreation, examples West Coast Fitness LLC
5 companies on the graph (5 transactions); most in consumer services (1); observed 2017 to 2018
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• P••••••• I• C••••••••• F••• L• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $90.0M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••••• P••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $263M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••••• F••••• H••••••• I• L•• ADV: Private Equity Fund | Feeder or parallel | 2014 first reported on Form ADV | $19.0M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••••• P••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $37.0M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••••• F••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $7.0M as of Mar 28, 2024 | no Form D | Harvest | |
| C••••••• F••••• H••••••• L•• ADV: Private Equity Fund | Feeder or parallel | unknown | $7.0M as of Mar 28, 2024 | no Form D | Mature |
Team
10 current, 1 former
Managing partner (3)
- B•••• J••••••• K••• · Managing Partner · since Jul 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- R••••• A••• S•••• · Managing Partner · since Jul 1, 2001 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B••• · a Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (3)
- A••• G••••• E•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• M••••• H••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•• B•••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Operating partner (2)
- J•••• G••••••• · Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•• F•••• · Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Platform (2)
- C•••••• P••••••• L••• · Chief Compliance Officer And Chief Financial Officer · since Jan 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• F•••••• G•••••• · Chief Operating Officer · since Jan 1, 2002 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)
- S••••• T••••• B••• · Managing Partner · Sep 1, 2014 to Mar 30, 2021 Inference
Portfolio
5 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| W••• C•••• F•••••• L•• | Role unknown | active | Sep 10, 2018 transaction announcement | 8.0 years | A••• G••••• E•••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T•• T•••••••• G•••• | Minority | active | Feb 6, 2018 transaction announcement | 8.6 years | T•• F•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| Y•••• | Role unknown | active | Jan 16, 2018 transaction announcement | 8.7 years | J••• M••••• H••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| T••••• | Minority | active | Oct 16, 2017 transaction announcement | 8.9 years | S•••• B••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| S•••• F•••••• P••••••• | Role unknown | active | Jul 5, 2017 transaction announcement | 9.2 years | T•• B•••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 10, 2018 | Type not stated | W••• C•••• F•••••• L•• | Sponsor (confirmed) | c•••••••••.com |
| Feb 6, 2018 | Minority investment | T•• T•••••••• G•••• | Sponsor (confirmed) | c•••••••••.com |
| Jan 16, 2018 | Type not stated | Y•••• | Sponsor (confirmed) | c•••••••••.com |
| Oct 16, 2017 | Minority investment | T••••• | Sponsor (confirmed) | c•••••••••.com |
| Jul 5, 2017 | Type not stated | S•••• F•••••• P••••••• | Sponsor (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
- H•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2014
Financial advisers (1)
- P•••• J•••••• • C•• 1 shared · one time · last Sep 10, 2018
Legal advisers (2)
- D•••• W••••• T••••••• L•• 1 shared · one time · last Sep 10, 2018
- L••••• • W•••••• L•• 1 shared · one time · last Sep 10, 2018
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
12 most recent
- Mar 31, 2026C••••••• P••••••• I•••: Private Equity Funds on Form ADV 6 (2024 extract) -> 5 (roster 2026-09-01)
- Sep 10, 2018C••••••• P••••••• Announces Investment in W••• C•••• F••••••
- Sep 10, 2018C••••••• P••••••• Announces Investment in S•••• F•••••• P••••••• Read More
- Sep 10, 2018C••••••• P••••••• Announces Investment in W••• C•••• F•••••• Read More
- Sep 10, 2018C••••••• P••••••• Announces Investment in Brew Dr. Kombucha Read More
- Sep 10, 2018C••••••• P••••••• Announces Investment in Y•••• Read More
- Sep 10, 2018C••••••• P••••••• Announces Investment in T••••• Read More
- Feb 6, 2018C••••••• P••••••• Announces Investment in Brew Dr. Kombucha
- Jan 16, 2018C••••••• P••••••• Announces Investment in Y••••Platform investmentFactY••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 16, 2017C••••••• P••••••• Announces Investment in T•••••
- Jul 5, 2017C••••••• P••••••• Announces Investment in S•••• F•••••• P•••••••
- Feb 10, 2012C••••••• P••••••• I••• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• P••••••• I••• is the same institution as 3 records in Family Offices, Independent Sponsors and RIA and Wealth.
Family Offices1Independent 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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