DFX Intelligence
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E•••• I•••••••••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· New York, NYe•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $1.7B
- PE fund assets
- $645M
- PE funds
- 11
- Investments held
- 10 of 20
- 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 infrastructure
- Graphs 3
- RAUM $1.7B
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
- Lower middle marketdefined by: proxy: $0.64bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
- Strategies
- INFRASTRUCTURE
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Infrastructure (probable, 70%, cls-pe-1)R2: 5 of 5 private equity vehicles are named infrastructure
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 29, 2020 to Mar 31, 2026
- RAUM
- $1.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 11
- PE fund GAV, latest filing
- $645Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $984Mevery private fund type, latest filing
- 2024 PE fund GAV
- $645Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $645M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 6
- Employees
- 15
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
16 observed deals
Stated by the firm
- Sectors
- infrastructure
- 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
- ••• Locked
Observed from deals on record
- roles
- unknown 11, platform 9
- period
- to 2024-11-26, from 2021-06-17, undated holdings 10, dated observations 20
- window
- last 2024-11-26, first 2021-06-17
- control
- control 9, unknown 11
- companies
- 16
- geography
- count 1, share 0.062, value CA
- investments
- 20
- seller kinds
- family 2
- transactions
- 10
- cadence by year
- 2021 platforms 5, 2023 platforms 3, other deals 1, 2024 platforms 1
- platform add on
- add ons 0, platforms 9, add ons per platform 0
- sector known for
- 6
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.188, value industrial services, examples OnSyte, Earthwise2, Ground/Water Treatment & Technology, count 3, share 0.188, value energy, examples SunShare, LLC, Albany Energy Scaled, SunShare AUG Scaled
- holding period years
- n 0
- repeat counterparties
- role sell side adviser, shared 2, entity id 5caa411b-b60d-48d7-939a-07c74392004f, role legal adviser, shared 2, entity id 36a384f5-cab1-4d9e-ac86-5ebf29ffee40, role legal adviser, shared 2, entity id 3d23f6f0-0753-45cd-8c73-a3622158f29b, role legal adviser, shared 2, entity id 70c3c03c-0b71-4b6f-945f-8327c5947c5c, role financial adviser, shared 2, entity id 939a684d-fd4e-4cc7-a434-c366f64b2153, role legal adviser, shared 2, entity id cda41b8d-9263-4631-9a77-85dc779365d7
- subsector distribution
- count 3, share 0.188, value energy, examples SunShare, LLC, Albany Energy Scaled, SunShare AUG Scaled, count 2, share 0.125, value remediation environmental, examples Earthwise2, Ground/Water Treatment & Technology, count 1, share 0.062, value waste treatment, examples OnSyte
16 companies on the graph (10 transactions); most in industrial services (3); 9 platforms and 0 add-ons; observed 2021 to 2024
Funds
6 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| E•••• I••••••••• F••• I•••• L• ADV: Private Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $143M as of Mar 29, 2024 | no Form D | Unknown | |
| E•••• S•• I• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | 2024 first reported on Form ADV | $122M as of Mar 29, 2024 | no Form D | Unknown | |
| E•••• I••••••••• F••• I•• L• ADV: Private Equity Fund | Infrastructure fund | 2024 first reported on Form ADV | $2.6M as of Mar 29, 2024 | no Form D | Unknown | |
| E•••• I••••••••• F••• I••• L• ADV: Private Equity Fund | Infrastructure fund | 2021 first reported on Form ADV | $37.8M as of Mar 29, 2024 | no Form D | Unknown | |
| E•••• I••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $36.9M as of Mar 29, 2024 | no Form D | Unknown | |
| E•••• I••••••••• F••• I••• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $302M as of Mar 29, 2024 | no Form D | Mature |
Team
26 current, 0 former
Managing partner (4)
- E•••• S••••••••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- E•••• S••••••••• · Managing Member · since Jan 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••• S••••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••• S••••••••• · Founder & Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (5)
- B•• K•••• · Partner · 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)
- M•••• R•••••• · PARTNER, CAPITAL DEVELOPMENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W•••••••• · PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••••• D•••••• K•••• · Partner · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- A••• S••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••••• V••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (5)
- A••• K•••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• H• · VICE PRESIDENT · 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)
- W•••••• C••• · SENIOR ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Z••• J••••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (3)
- A•••••• T••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N•••••••• S•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• R••••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- J•••••• W••• · SENIOR ASSOCIATE, INVESTOR RELATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (6)
- B••• Y••••••• · CHIEF OPERATING OFFICER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• B••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••••• •••• E•••• · Director Of Finance · 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)
- L••• S••••• · Chief Impact Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M••• M••••••• · PARTNER & GENERAL COUNSEL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• M••• M••••••• · Partner, General Counsel & Chief Compliance Officer · since Feb 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
20 relationships, 9 platforms, 0 add-ons
Transactions
10 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Nov 26, 2024 | Platform acquisition | A••••••• R•••••••• T••••••••• | Sponsor (confirmed) | e•••••••••.com |
| Dec 8, 2023 | Platform acquisition | H• 2• O• I••••••••• I••• | Sponsor (confirmed) | e•••••••••.com |
| Jun 28, 2023 | Growth investment | O••••• P••••••••• | Sponsor (confirmed) | e•••••••••.com |
| Jun 21, 2023 | Platform acquisition | G••••••••• T•••••••• • T••••••••• | Sponsor (confirmed) | e•••••••••.com |
| Jun 21, 2023 | Platform acquisition | G••••••••• T•••••••• • T••••••••• | Sponsor (confirmed) | e•••••••••.com |
| Sep 21, 2021 | Platform acquisition | S•••••••• L•• | Sponsor (confirmed) | e•••••••••.com |
| Sep 21, 2021 | Platform acquisition | S•••••••• L•• | Sponsor (confirmed) | e•••••••••.com |
| Jun 17, 2021 | Platform acquisition | C•••• S•••••• | Sponsor (confirmed) | e•••••••••.com |
| Jun 17, 2021 | Platform acquisition | C•••• S•••••• | Sponsor (confirmed) | e•••••••••.com |
| Jun 17, 2021 | Platform acquisition | C•••• S•••••• | Sponsor (confirmed) | e•••••••••.com |
Placement agents, lenders, advisers and co-investors
13 relationships
Financial advisers (4)
- P••••• S•••••••• L•• 2 shared · recurring · last Sep 21, 2021
- R•••••• J•••• • A••••••••• I••• 2 shared · recurring · last Jun 21, 2023
- R•••••• J•••• L••• 1 shared · one time · last Dec 8, 2023
- S••••••••• C•••••• I••• 1 shared · one time · last Dec 8, 2023
Legal advisers (9)
- G•••••••• T•••••• 2 shared · recurring · last Jun 21, 2023
- H•••••• • H••• L•• 2 shared · recurring · last Sep 21, 2021
- W••••• S•••••• G••••••• • R••••• 2 shared · recurring · last Sep 21, 2021
- W•••••• • S••••• L•• 2 shared · recurring · last Jun 21, 2023
- C•••••• • G•••••• L•• 1 shared · one time · last Dec 8, 2023
- D••••• W••• P••••••• • V••••••• L•• 1 shared · one time · last Dec 8, 2023
- G•••••• • M••••• L•• 1 shared · one time · last Dec 8, 2023
- N••••• R••• F•••••••• C••••• L•• 1 shared · one time · last Dec 8, 2023
- F••••• M•••••••• D••••••• L•• 1 shared · one time · last Dec 8, 2023
LP commitments
1 disclosed
- C••••••••• P••••• E••••••••• R••••••••• S••••• in E•••• I••••••••• F••• I•• L• $100M calpers.ca.gov
Events
29 most recent
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- Sep 21, 2021••• Locked
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- May 29, 2020••• Locked
Across the graphs
E•••• I••••••••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent 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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