DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / T•• C••••••
T•• C••••••
We’ll help unlock the value of your business. Smoothly. Quietly. Respectfully.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.34bn Private Equity Fund GAV on the Form ADV filed 2024-04-08
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 9 of 9 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Apr 2, 2012 to Apr 8, 2024
- RAUM
- $336Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 6
- PE fund GAV, latest filing
- $336Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $336Mevery private fund type, latest filing
- 2024 PE fund GAV
- $336Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-08, latest gav Private Equity Fund $336M, latest counts Private Equity Fund 6, lifetime distinct Private Equity Fund 9
- Employees
- 10
- Headquarters
- Nashville, TN
- Office address
- 3100 WEST END AVE, SUITE 500, Nashville, TN, 37203-1355
- Business phone
- 615-256-8061
Stated criteria beside observed behaviour
21 observed deals
Stated by the firm
- Sectors
- manufacturing, food beverage
- Geography
- United States
- Revenue
- $10.0M to $150M
- 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
- We pride ourselves on being good and proper stewards of the companies in which we invest.
Observed from deals on record
- roles
- unknown 21
- period
- to unknown, from unknown, undated holdings 21, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 21
- companies
- 21
- geography
- investments
- 21
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 17
- disclosed value usd
- n 0
- sector distribution
- count 15, share 0.714, value industrial manufacturing, examples Manufacturer of Returnable Packaging Solutions, Electric Boiler Manufacturer, Mold Manufacturer & Service Center, Plastic Injection Molding Manufacturer, count 1, share 0.048, value agriculture, examples Agricultural Tillage Manufacturer, count 1, share 0.048, value aerospace defense, examples Aerospace & Sporting Goods Parts Manufacturer
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 12, share 0.571, value miscellaneous manufacturing, examples Manufacturer of Returnable Packaging Solutions, Electric Boiler Manufacturer, Mold Manufacturer & Service Center, Telecommunications Product Manufacturer, count 2, share 0.095, value plastics rubber products, examples Plastic Injection Molding Manufacturer, Plastics Joining Equipment Manufacturer, count 1, share 0.048, value agriculture, examples Agricultural Tillage Manufacturer, count 1, share 0.048, value fabricated metal products, examples Precision Sheet Metal Fabricator, count 1, share 0.048, value aerospace defense, examples Aerospace & Sporting Goods Parts Manufacturer
21 companies on the graph (0 transactions); most in industrial manufacturing (15); no dated observations
Funds
9 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| T•• C•••••• P••••••• V••• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $77.7M as of Apr 8, 2024 | no Form D | Unknown | |
| T•• C•••••• P••••••• V• L••• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $14.5M as of Apr 8, 2024 | no Form D | Unknown | |
| T•• C•••••• P••••••• I•••• L••• ADV: Private Equity Fund | Buyout fund | 2019 first reported on Form ADV | $60.6M as of Apr 8, 2024 | no Form D | Active deployment | |
| T•• C•••••• P••••••• I•• L••• ADV: Private Equity Fund | Buyout fund | 2017 first reported on Form ADV | $105M as of Apr 8, 2024 | no Form D | Unknown | |
| T•• C•••••• P••••••• I••••• L••• ADV: Private Equity Fund | Buyout fund | 2013 first reported on Form ADV | $46.8M as of Apr 8, 2024 | no Form D | Harvest | |
| T•• C•••••• P••••••• I••• L••• ADV: Private Equity Fund | Buyout fund | unknown | $31.1M as of Apr 8, 2024 | no Form D | Harvest | |
| T•••••••• V••••• V••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $599,828 as of Nov 30, 2022 | no Form D | Wound down | |
| T•••••••• V••••• V•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $137,220 as of Mar 30, 2015 | no Form D | Wound down | |
| T•• C••••••••• I•• L•• ADV: Private Equity Fund | Co-investment vehicle | unknown | $45,833 as of Nov 30, 2022 | no Form D | Wound down |
Team
6 current, 5 former
Managing partner (2)
- A••••• W•••• B••• · Chief Executive Officer · since Oct 1, 1994 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• W•••• B••• · Chief Compliance Officer And President · since Jun 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- J••••• J•••• W•••••••• · Managing Director · since Apr 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••••• W••• W••••• · Managing Director · since Jan 1, 2017 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (2)
- J•••• H•••• S•••••• C••••• · Principal · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• M••• G•••••• · Principal · since May 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
5 former (kept with end dates)
- C•••••• G••••• S••• · Senior Advisor · Jan 1, 2017 to Mar 30, 2018 Inference
- J•••• W•••••• G••••••• · Managing Director · Nov 1, 2014 to Mar 24, 2023 Inference
- F••••••• W•••••• R•••••• · Principal · Aug 1, 2004 to May 21, 2014 Inference
- S•••••• C••• C••• · Principal · Jul 1, 2010 to May 21, 2014 Inference
- L••••• B••••• J•••••• · Vice President · Oct 1, 2004 to Mar 27, 2013 Inference
Portfolio
21 relationships, 0 platforms, 0 add-ons
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (6)
- W•••• B••••••••• C••••••• L•• 3 shared · strong · last Jan 1, 2017
- H••••• C•••••• S••••••••• L•• 2 shared · recurring · last Jan 1, 2024
- C• B••••••••• I•• 2 shared · recurring · last Jan 1, 2013
- A••••••• P•••••••• L•• 1 shared · one time · last Jan 1, 2017
- H•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2017
- A•••• L••• G•••• L•• 1 shared · one time · last Jan 1, 2012
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
1 most recent
- Apr 2, 2012T•• C•••••• first filed Form ADV in the extract (ERA)
Across the graphs
T•• C•••••• 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.
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