DFX Intelligence
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X••••
Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Philadelphia, PAx•••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $92.3M
- PE fund assets
- $92.3M
- PE funds
- 1
- Investments held
- 1 of 1
- 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
- Last 12 months 1Most recent last monthPlatform deals 1
- Graphs 2
- RAUM $92.3M
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
- Lower middle marketdefined by: proxy: $0.09bn Private Equity Fund GAV on the Form ADV filed 2024-03-19
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
- Aug 2, 2021 to Mar 31, 2026
- RAUM
- $92.3Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $92.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $92.3Mevery private fund type, latest filing
- 2024 PE fund GAV
- $92.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-19, latest gav Private Equity Fund $92.3M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
- Employees
- 6
- Headquarters
- Philadelphia, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
1 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
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- platform 1
- period
- to 2026-07-30, from 2026-07-30, undated holdings 0, dated observations 2
- window
- last 2026-07-30, first 2026-07-30
- control
- control 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 1
- cadence by year
- 2026 platforms 1
- platform add on
- add ons 0, platforms 1, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
1 companies on the graph (1 transactions); 1 platforms and 0 add-ons; observed 2026 to 2026
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| X••••••• D•••••• O••••••••• F•••• L• ADV: Private Equity Fund | Fund of funds | unknown | $92.3M as of Mar 19, 2024 | no Form D | Unknown |
Team
11 current, 0 former
Managing partner (2)
- M•••••••• C•••••• · Managing Partner · since Jul 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• B•••• W••••••• · CEO & CIO | Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- L••• H•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• O•• · Managing Director & Chief Investment Officer · since Sep 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- S••• G••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (1)
- M••••••••• A••••••• W••••••• · President & Chief Operating Officer, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (2)
- J•••• U••••• · Trustee · since Dec 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••• B•••• W••••••• · Trustee · since Dec 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- E•••••• G•••••• L•••• · Chief Financial Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••••••• A••••••• W••••••• · Chief Operating Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• S•••• · Chief Compliance Officer · since Feb 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
1 relationships, 1 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| J••••• W••••••• | Platform | active | Jul 30, 2026 transaction announcement | 2 months | unknown | Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS) |
Transactions
1 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Jul 30, 2026 | Platform acquisition | J••••• W••••••• | Sponsor (confirmed) | x•••••••.com |
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
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
17 most recent
- Jul 30, 2026••• Locked
- Jul 30, 2026••• Locked
- Dec 8, 2025••• Locked
- Dec 9, 2024••• Locked
- Mar 19, 2024••• Locked
- Dec 12, 2022••• Locked
- Oct 17, 2022••• Locked
- Feb 1, 2022••• Locked
- Jan 11, 2022••• Locked
- Dec 13, 2021••• Locked
- Aug 2, 2021••• Locked
- May 20, 2021••• Locked
- Apr 6, 2021••• Locked
- Feb 22, 2021••• Locked
- Dec 14, 2020••• Locked
- Dec 10, 2020••• Locked
- Jul 1, 2020••• Locked
Across the graphs
X•••• 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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