DFX Intelligence
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M••••••• P•••••••• L••
Fund of fundsClassification probableunsizedSEC registered investment adviser· Metairie, LAm•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $4.7B
- PE fund assets
- Not established
- PE funds
- 0
- Investments held
- 4 of 4
- Deals, last 12 months
- 1
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 chemicals_materials,agriculture,energy,transportation_logistics,technology
- Last 12 months 1Most recent 11 months agoPlatform deals 2
- Graphs 3
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 20, 2018 to Aug 21, 2026
- RAUM
- $4.7Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.1Bevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 0%
- Fund type mix
- filed 2024-05-10, latest gav Other Private Fund $2.8B, latest counts Other Private Fund 5, lifetime distinct Other Private Fund 9
- Employees
- 31
- Headquarters
- Metairie, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
4 observed deals
Stated by the firm
- Sectors
- chemicals materials, agriculture, energy, transportation logistics, technology
- 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 1, platform 3
- period
- to 2025-10-09, from 2023-09-26, undated holdings 1, dated observations 6
- window
- last 2025-10-09, first 2023-09-26
- control
- control 3, unknown 1
- companies
- 4
- geography
- count 1, share 0.25, value VA, count 1, share 0.25, value TX
- investments
- 4
- seller kinds
- family 1, corporate parent 1
- transactions
- 3
- cadence by year
- 2023 other deals 1, 2025 platforms 2
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
4 companies on the graph (3 transactions); 3 platforms and 0 add-ons; observed 2023 to 2025
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A••••••• R••••• F•••• L•• ADV: Other Private Fund | buyout or unlabelled | 2019 first reported on Form ADV | $1.2B as of May 10, 2024 | no Form D | Active deployment |
Team
7 current, 2 former
Managing partner (2)
- B••• B••••• · co-founder and CEO · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- B••• B••••• · Chief Executive Officer · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (2)
- A••••• B••••• S••••• · Member · 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)
- E•••• B••••••• B••••• · Member · 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)
Platform (3)
- C•••• G•••••• C•••• · Chief Legal Officer / Chief Compliance Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• B••••••• L••••••••• · Chief Operating Officer · since Jan 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• J• B••••• · Chief Financial Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
2 former (kept with end dates)
- J•••• D•••••• C•••••• · Chief Compliance Officer · Dec 1, 2022 to May 10, 2024 Inference
- R•• A••••• B•••••• · Chief Financial Officer · Jul 1, 2019 to Feb 16, 2024 Inference
Portfolio
4 relationships, 3 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| W••• G••• M••••• L••• | Platform | active | Oct 9, 2025 transaction announcement | 12 months | B••• B••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| C••••••••• L•••••••• | Platform | active | Jun 26, 2025 transaction announcement | 1.2 years | B••• B••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| U••• M••••• M••••••••• L•• | Platform | active | Sep 26, 2023 transaction announcement | 3.0 years | B••• B••••• (confirmed) | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
| D••• F•••• | Role unknown | active | unknown | unknown | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
Transactions
3 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 9, 2025 | Platform acquisition | W••• G••• M••••• L••• | Sponsor (confirmed) | m•••••••••.com |
| Jun 26, 2025 | Platform acquisition | C••••••••• L•••••••• | Sponsor (confirmed) | m•••••••••.com |
| Sep 26, 2023 | Carve-out | U••• M••••• M••••••••• L•• | Sponsor (confirmed) | m•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- O•• C••• S••••••••• L•• 1 shared · one time · last Jan 1, 2020
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
10 most recent
- Sep 17, 2026••• Locked
- Oct 9, 2025••• Locked
- Oct 9, 2025••• Locked
- Aug 29, 2025••• Locked
- Jun 26, 2025••• Locked
- Jun 26, 2025••• Locked
- Apr 1, 2025••• Locked
- Sep 26, 2023••• Locked
- Sep 26, 2023••• Locked
- Dec 20, 2018••• Locked
Across the graphs
M••••••• P•••••••• L•• 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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