DFX Intelligence
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A••••• C•••••• P••••••• L•
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Boston, MAa•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $703M
- PE fund assets
- $703M
- PE funds
- 2
- Investments held
- 12 of 12
- 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
- Control control
- Last 12 months 1Most recent 11 months agoPlatform deals 4
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.70bn Private Equity Fund GAV on the Form ADV filed 2024-04-10
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 31, 2023 to Apr 10, 2024
- RAUM
- $703Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $703Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $703Mevery private fund type, latest filing
- 2024 PE fund GAV
- $703Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-10, latest gav Private Equity Fund $703M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- 8
- Headquarters
- Boston, MA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
10 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
- control
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 7, platform 5
- period
- to 2025-10-14, from 2024-07-24, undated holdings 6, dated observations 11
- window
- last 2025-10-14, first 2024-07-24
- control
- control 5, unknown 7
- companies
- 10
- geography
- investments
- 12
- seller kinds
- sponsor 1
- transactions
- 5
- cadence by year
- 2024 exits 1, 2025 platforms 4
- platform add on
- add ons 0, platforms 5, add ons per platform 0
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.1, value industrial services, examples headquarters
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 5, entity id a4c8f9dc-f5c0-44a6-8477-21e5f1338f16, role financial adviser, shared 3, entity id c6eba4ff-18e5-4df9-9045-e23d9ccedaa9, role legal adviser, shared 3, entity id 70c3c03c-0b71-4b6f-945f-8327c5947c5c, role buy side adviser, shared 3, entity id 1d3b3cc1-d065-425e-b679-810ef02cc615
- subsector distribution
- count 1, share 0.1, value remediation environmental, examples headquarters
10 companies on the graph (5 transactions); most in industrial services (1); 5 platforms and 0 add-ons; observed 2024 to 2025
Funds
2 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••• C•••••• P••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $419M as of Apr 10, 2024 | no Form D | Early deployment | |
| A••••• C•••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | 2023 first reported on Form ADV | $283M as of Apr 10, 2024 | no Form D | Early deployment |
Team
23 current, 1 former
Managing partner (4)
- A••• a• K•••• · Founding Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• K•••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• K•••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- A••• K•••• · Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (5)
- A••• a• K•••• · Member · since Mar 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C•••• R•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• R•••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C••••••••• T•••• R•••••• · Partner Of A••••• C•••••• P••••••• L• · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• A•••••••• J••• · Partner Of A••••• C•••••• P••••••• L• · since Oct 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (3)
- B•••• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• L•• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (3)
- C••••• A••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• M••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• H••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (5)
- C•••••••• L•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• H• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• B••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• F•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• F••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (3)
- L••••• D••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• R••••••• · CFO & CCO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• A••• B•••• · Cfo And Cco Of A••••• C•••••• P••••••• L• · since Sep 1, 2023 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•••• M• S•••••• · Partner Of A••••• C•••••• P••••••• L• · Oct 1, 2023 to Jan 23, 2024 Inference
Portfolio
12 relationships, 5 platforms, 0 add-ons
Transactions
5 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 14, 2025 | Platform acquisition | C••••••• | Sponsor (confirmed) | a•••••••.com |
| Sep 18, 2025 | Platform acquisition | A•••• C••••••••• R••••••••• | Sponsor (confirmed) | a•••••••.com |
| Sep 18, 2025 | Platform acquisition | A•••• C••••••••• R••••••••• | Sponsor (confirmed) | a•••••••.com |
| Sep 18, 2025 | Platform acquisition | A•••• C••••••••• R••••••••• | Sponsor (confirmed) | a•••••••.com |
| Jul 24, 2024 | Sponsor to sponsor | C•••••• G••••• | Sponsor (confirmed) | nextgengp.com |
Placement agents, lenders, advisers and co-investors
9 relationships
Placement agents (1)
- L••••• F••••• • C•• L•• a•• L••••• • C••• L•••••• 2 shared · recurring · last Jan 1, 2023
Financial advisers (5)
- H••••••• L•••• C••••••• I••• 3 shared · strong · last Sep 18, 2025
- G••••••••• S••••••••• L•• 3 shared · strong · last Sep 18, 2025
- H••••••• L•••• 1 shared · one time · last Oct 14, 2025
- W•••••• A••••••• 1 shared · one time · last Jul 24, 2024
- W•••••• B•••• • C••••••• L••••• 1 shared · one time · last Oct 14, 2025
Legal advisers (3)
- K••••••• • E•••• L•• 5 shared · very strong · last Oct 14, 2025
- G•••••••• T•••••• 3 shared · strong · last Sep 18, 2025
- G••••• D••• • C••••••• L•• 1 shared · one time · last Oct 14, 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
9 most recent
- Oct 14, 2025A••••• C•••••• P••••••• Acquires CallRevu, the Leading Automotive Call Intelligence PlatformPlatform investmentFactC•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Oct 14, 2025A••••• C•••••• P••••••• Acquires CallRevu, the Leading Automotive Call Intelligence Platform
- Sep 18, 2025A••••• C•••••• P••••••• Acquires A••••, a Leader in C••••••••• R••••••••• Management
- Sep 18, 2025A••••• C•••••• P••••••• Acquires A••••, a Leader in C••••••••• R••••••••• Management
- Sep 18, 2025A••••• C•••••• P••••••• Acquires A••••, a Leader in C••••••••• R••••••••• Management
- Sep 18, 2025A••••• C•••••• P••••••• Acquires A••••, a Leader in C••••••••• R••••••••• Management
- Jul 24, 2024NextGen Growth Partners Announces Successful Exit from C••••••
- Oct 16, 2023A••••• C•••••• P••••••• Closes Initial Fund at $675 Million
- Aug 31, 2023A••••• C•••••• P••••••• L• first filed Form ADV in the extract (IA)
Across the graphs
A••••• C•••••• P••••••• 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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