DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
R•• P•••••••
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Miami, FLr•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $212M
- PE fund assets
- $212M
- PE funds
- 4
- Investments held
- 31 of 35
- Deals, last 12 months
- 13
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 healthcareControl control
- Last 12 months 13Most recent 11 months agoPlatform deals 2
- Graphs 3
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 5 of 5 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.21bn Private Equity Fund GAV on the Form ADV filed 2024-06-28
Classification history (1)
- Sep 13, 2026Buyout 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
- Jun 30, 2020 to Jun 28, 2024
- RAUM
- $212Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $212Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $212Mevery private fund type, latest filing
- 2024 PE fund GAV
- $212Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-06-28, latest gav Private Equity Fund $212M, latest counts Private Equity Fund 4, lifetime distinct Private Equity Fund 5
- Employees
- 4
- Headquarters
- Miami, FL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
62 observed deals
Stated by the firm
- Sectors
- healthcare
- 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
- ••• Locked
Observed from deals on record
- roles
- add on 24, unknown 4, platform 7
- period
- to 2026-07-28, from 2017-11-30, undated holdings 7, dated observations 103
- window
- last 2026-07-28, first 2017-11-30
- control
- control 26, unknown 9
- companies
- 62
- geography
- count 12, share 0.194, value FL, count 6, share 0.097, value CA, count 3, share 0.048, value IL, count 3, share 0.048, value AZ, count 2, share 0.032, value TX, count 2, share 0.032, value MA, count 2, share 0.032, value CO, count 1, share 0.016, value NH
- investments
- 35
- seller kinds
- transactions
- 79
- cadence by year
- 2017 add ons 1, other deals 1, 2018 add ons 9, 2019 add ons 8, 2020 add ons 9, platforms 1, other deals 1, 2021 add ons 15, 2022 add ons 12, 2024 add ons 1, other deals 4, 2025 add ons 8, platforms 1, 2026 add ons 4
- platform add on
- add ons 24, platforms 7, add ons per platform 3.43
- sector known for
- 52
- disclosed value usd
- n 0
- sector distribution
- count 33, share 0.532, value business services, examples Intelisent, Program Controls, Inc. (PCI), E Co Consultants Inc, Geoinsight, Inc., count 19, share 0.306, value industrial services, examples LNV, Inc., Milam Land Surveying, AndersonPenna Partners Inc., Giuliani & Kull, Inc.
- holding period years
- n 0
- repeat counterparties
- role legal adviser, shared 2, entity id 70c3c03c-0b71-4b6f-945f-8327c5947c5c, role legal adviser, shared 2, entity id 59502494-e629-4e64-86ac-03ae6f0400c3, role legal adviser, shared 2, entity id 937da3c3-3389-482d-a388-5f5b1aac0ff9
- subsector distribution
- count 11, share 0.177, value engineering services, examples E Co Consultants Inc, Criser Troutman Tanner Consulting Engineers, Gunda Corporation LLC, Cotter Consulting, Inc., count 6, share 0.097, value management consulting, examples Geoinsight, Inc., Cambridge Construction Management, Inc., Acumenian LLC, CCS International, Inc., count 1, share 0.016, value advertising marketing, examples Fama PR, count 1, share 0.016, value testing laboratories inspection, examples Alden Research Laboratory, Inc.
62 companies on the graph (79 transactions); most in business services (33); 7 platforms and 24 add-ons; observed 2017 to 2026
Funds
5 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•• S• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $32.7M as of Jun 28, 2024 | no Form D | Early deployment | |
| R•• P••••••• F••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $138M as of Jun 28, 2024 | no Form D | Active deployment | |
| L••••• V••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $41.8M as of Jun 28, 2024 | no Form D | Unknown | |
| K• E••••••••• a•• C••••••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $456,325 as of Jun 28, 2024 | no Form D | Harvest | |
| R•• P••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $58,340 as of Mar 31, 2022 | no Form D | Wound down |
Team
15 current, 0 former
Managing partner (6)
- A•••••• B••••••• · Managing Partner · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• J•••• L•• · Managing Partner & Chief Compliance Officer · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• L•• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- C••••••••• L•• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••• B••••••• · Co-Founder and Co-Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••• B••••••• · Co-Founder and Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (1)
- A••••• C•••• · Limited Partner · since Dec 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (3)
- A••••• C•••• · a Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• C•• · Senior Associate · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• C•• · Senior Associate · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Operating partner (5)
- G•••• S••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K••••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• S••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• T•••• · CEO | L••••• V••••• P••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• B•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
35 relationships, 7 platforms, 24 add-ons
Transactions
80 on record
Placement agents, lenders, advisers and co-investors
14 relationships
Financial advisers (2)
- B••••••••• P••••••• 1 shared · one time · last Jul 20, 2021
- H••••••• L•••• 1 shared · one time · last Mar 9, 2021
Legal advisers (6)
- B••••• 2 shared · recurring · last Mar 9, 2021
- T•••••••• L•• 2 shared · recurring · last Mar 9, 2021
- G•••••••• T•••••• 2 shared · recurring · last Nov 2, 2020
- D•••••• L•• 1 shared · one time · last Mar 9, 2021
- J•••• W••••• L•• 1 shared · one time · last Apr 20, 2020
- S••••••• S••• L•• 1 shared · one time · last Mar 9, 2021
Accounting advisers (5)
- B•• U••• L•• 14 shared · very strong · last Mar 9, 2021
- C••••••••• L•• 1 shared · one time · last Oct 29, 2021
- A•••••• • M••••• I••• 1 shared · one time · last Mar 9, 2021
- C••••••••• L•• 1 shared · one time · last Oct 29, 2021
- C••••••••• L•• 1 shared · one time · last Oct 29, 2021
Co-investors (1)
- E••• 1 shared · one time · last Oct 8, 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
35 most recent
- Jun 1, 2024June 01, 2024 R•••• T•••• C•••••• Partners Announces Sale of Majority Stake in V••••••••, Paving the Way for Strategic Growth
- Feb 2, 2023A••••••: sold to Littlejohn & Co., LLC
- Feb 2, 2023February 02, 2023 R•••• T•••• C•••••• Partners ("RTC") Sells A•••••• Group, Inc.
- Sep 20, 2022September 20, 2022 A•••••• Group, Inc. Acquires S••••••• • W••••••••• I•••
- Sep 19, 2022September 19, 2022 A•••••• Group, Inc. Acquires T•• E••••••••• I•••
- Aug 31, 2022August 31, 2022 A•••••• Group, Inc. Acquires 3•• E••••••••• G••••• P•••
- Mar 21, 2022March 21, 2022 ARDURRA ACQUIRES W•••••• E••••••••• • S••••••••• I•••
- Feb 14, 2022February 14, 2022 ARDURRA GROUP, INC. ACQUIRES P••••• H•••••• D••••••••• L••
- Jan 18, 2022January 18, 2022 A•••••• Group, Inc. Acquires Two S••••east I••••••••• Firms
- Jan 4, 2022January 04, 2022 ARDURRA GROUP, INC. ACQUIRES G•••• C•••••••••, LLC
- Dec 18, 2021December 18, 2021 A•••••• Group, Inc. Acquires G••••••• • K•••• I•••
- Nov 8, 2021November 08, 2021 A•••••• Group, Inc. Acquires R••••••••• • A••••••••• I•••
- Oct 29, 2021October 29, 2021 A•••••• Group, Inc. Acquires F••••••• M••••••• • A••••••••• I•••
- Oct 29, 2021October 29, 2021 A•••• R••••••• L••••••••• I••• Joins RTC Sponsored National Environmental, E••••••••• and Consulti
- Jul 20, 2021July 20, 2021 A•••••• Group, Inc. Acquires I••••••••• E••••••••• C•••••••••
- Mar 9, 2021RTC Recapitalizes A•••• A•••••••Transaction announcedFactR•• P•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mar 9, 2021March 09, 2021 RTC Recapitalizes A•••• A•••••••
- Nov 2, 2020November 02, 2020 A•••••• Group, Inc. Acquires P••••••••• • A••••••••• L••
- Sep 2, 2020September 02, 2020 A•••• A••••••• Announces A••••• Acquisition, Expanding Market Expertise & Geographic Coverage
- Sep 1, 2020September 01, 2020 A•••••• Group Acquires C••••••••• E•••••••••
- Jun 30, 2020R•• P••••••• first filed Form ADV in the extract (ERA)
- Jun 9, 2020R•• P••••••• Completes Investment in H••• • A•••••••••
- Jun 9, 2020June 09, 2020 R•• P••••••• Completes Investment in H••• • A•••••••••
- May 19, 2020May 19, 2020 A•••• A••••••• Announces H••• G••• Acquisition, Expanding Market Expertise & Geographic Coverage
- Apr 20, 2020April 20, 2020 A•••••• Group, Inc. Acquires L••• I•••
- Aug 15, 2019August 15, 2019 A•••• A••••••• Announces Acquisition of Colorado-Based I••••• M•••••••••
- Jun 20, 2019June 20, 2019 A•••• A••••••• Announces D•• C••••••••• Acquisition, Expanding Market Expertise
- Jun 10, 2019June 10, 2019 A•••• A••••••• Acquires C•••••••• C••••••••• M••••••••• to Expand Northeast Presence
- Mar 29, 2019March 29, 2019 A•••••• Group Acquires D••••• S•••• P•••••••••
- Sep 27, 2018September 27, 2018 A•••••• Group Acquires A••••••••• P••••••• I•••
- Aug 1, 2018August 01, 2018 A••••••-K••• Acquires P•• G•••••
- May 2, 2018May 02, 2018 A••••••-K••• Acquires E• C• C•••••••••
- Jan 4, 2018January 04, 2018 A•••••• Group Acquires CTT E•••••••••
- Nov 30, 2017November 30, 2017 K••• E••••••••• Acquires S•••••••••
- Nov 30, 2017November 30, 2017 K••• E••••••••• Merges with A•••••• Group
Across the graphs
R•• P••••••• is the same institution as 3 records in Venture Capital, Independent Sponsors and RIA and Wealth.
Venture Capital1Independent 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.
Checking your plan…