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.
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Firms / H••••• E••••• P•••••••• L••
H••••• E••••• P•••••••• L••
Buyout firm · probableLower middle marketCharlottesville, VAh•••••••••.comSEC registered investment adviser
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.66bn Private Equity Fund GAV on the Form ADV filed 2024-09-10
Classification history (3)
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“H••••• Equity Partners is a private equity firm dedicated to the growth and development of industry-leading companies through the creation of strong partnerships.”xn--h-1hnaaaaaaaa.com
- Sep 16, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“H••••• Equity Partners is a private equity firm dedicated to the growth and development of industry-leading companies through the creation of strong partnerships.”xn--h-1hnaaaaaaaa.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 13 of 13 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Sep 10, 2024
- RAUM
- $799Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $656Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $656Mevery private fund type, latest filing
- 2024 PE fund GAV
- $656Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-09-10, latest gav Private Equity Fund $656M, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 13
- Employees
- 9
- Headquarters
- Charlottesville, VA
- Office address
- THE GLEASON BUILDING, 200 GARRETT STREET, SUITE F, Charlottesville, VA, 22902-5662
- Business phone
- 434-245-5800
Stated criteria beside observed behaviour
41 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
- not stated or not yet read
Observed from deals on record
- roles
- unknown 41
- period
- to unknown, from unknown, undated holdings 41, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 41
- companies
- 41
- geography
- investments
- 41
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 26
- disclosed value usd
- n 0
- sector distribution
- count 9, share 0.22, value industrial manufacturing, examples Precision Architectural Products, Connor AGA Sports Flooring, Air Logic Power Systems, Plastic Fabricating Company, count 6, share 0.146, value specialty distribution, examples Virginia Tile Company, LLC, Stockdale Mine Supply, Marianna Industries, Inc., Austin Sales, count 3, share 0.073, value healthcare services, examples Health Connect America (HCA), Upstreamrehabilitation, Camelot Schools, count 2, share 0.049, value business services, examples Cross Country Healthcare, Inc., MedPro Healthcare Staffing, count 2, share 0.049, value transportation logistics, examples CrossGlobe Logistics, Alliance Ground International, count 2, share 0.049, value energy, examples ARKLATEX Energy Services LLC, Spartan Energy Services, count 1, share 0.024, value aerospace defense, examples Vaupell, count 1, share 0.024, value software, examples Appro Systems
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 6, share 0.146, value miscellaneous manufacturing, examples Precision Architectural Products, Connor AGA Sports Flooring, Circa Corporation of America, Republic National Cabinet Company, count 6, share 0.146, value misc durable wholesale, examples Virginia Tile Company, LLC, Stockdale Mine Supply, Marianna Industries, Inc., Austin Sales, count 3, share 0.073, value plastics rubber products, examples Air Logic Power Systems, Plastic Fabricating Company, Texas D.A.R. Enterprises, count 2, share 0.049, value staffing, examples Cross Country Healthcare, Inc., MedPro Healthcare Staffing, count 2, share 0.049, value outpatient mental health substance, examples Health Connect America (HCA), Camelot Schools, count 2, share 0.049, value energy, examples ARKLATEX Energy Services LLC, Spartan Energy Services, count 1, share 0.024, value warehousing, examples CrossGlobe Logistics, count 1, share 0.024, value physical occupational therapy, examples Upstreamrehabilitation
41 companies on the graph (0 transactions); most in industrial manufacturing (9); no dated observations
Funds
13 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| H••••• I• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2023 first reported on Form ADV | $632,655 as of Sep 10, 2024 | no Form D | Early deployment | |
| H••••• I•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $31.7M as of Sep 10, 2024 | no Form D | Unknown | |
| H••••• I•• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2016 first reported on Form ADV | $30.5M as of Sep 10, 2024 | no Form D | Unknown | |
| H••••• I•••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2014 first reported on Form ADV | $588M as of Sep 10, 2024 | no Form D | Successor fundraising | |
| H••••• I• C•••••••• L•• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $219,416 as of Sep 10, 2024 | no Form D | Harvest | |
| H••••• I•••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $3.6M as of Sep 10, 2024 | no Form D | Harvest | |
| H••••• I•••••••• I•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.4M as of Sep 10, 2024 | no Form D | Harvest | |
| H••••• M••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $1.2M as of Feb 14, 2012 | no Form D | Wound down | |
| H••••• E••••• F•••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $479,798 as of Feb 14, 2012 | no Form D | Wound down | |
| H••••• S•••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $470,455 as of Feb 14, 2012 | no Form D | Wound down | |
| H••••• H••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $467,172 as of Feb 14, 2012 | no Form D | Wound down | |
| H••••• K••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $350,000 as of Feb 14, 2012 | no Form D | Wound down | |
| H••••• P•• D••••••••• I••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Feb 14, 2012 | no Form D | Wound down |
Team
5 current, 3 former
Managing partner (2)
- T••••• a• C••••• · Managing Partner · since Sep 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••• a• C••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (2)
- C• T••••• C••• J•• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•• J• M•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- L•• J• M•••••• · Partner/Chief Compliance Officer · since Jul 1, 2002 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
3 former (kept with end dates)
- B•••• T••••• A••••• · Cfo · Feb 1, 2024 to Sep 10, 2024 Inference
- C•••••••• P••••••••• B•••• · Chief Financial Officer · Mar 1, 2014 to Mar 27, 2020 Inference
- T••••• M•••••• L••• · Chief Financial Officer · Jun 1, 2019 to Mar 31, 2022 Inference
Portfolio
41 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
1 relationships
Placement agents (1)
- I••• C••••••• L•• 2 shared · recurring · last Jan 1, 2022
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
40 most recent
- Mar 31, 2026H••••• E••••• P•••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 2 (roster 2026-09-01)
- Jul 1, 2024H••••• Equity Partners Exits Investment in V••••••• T••• C••••••• L••
- Mar 12, 2024H••••• Equity Partners Exits Investment in V••••••, LLC
- Mar 15, 2023V•••••• Appoints CEO; Executive Co-Chairman
- Apr 26, 2022H••••• Equity Partners platform company V•••••• acquires Silverware
- Mar 16, 2022H••••• Equity Partners Announces Promotion of Will Smith to Principal
- Jan 18, 2022H••••• Equity Partners Exits Investment in A&A T•••••••, LLC
- Sep 14, 2021H••••• Equity Partners Exits Investment in H••••• C•••••• A••••••, Inc.
- Jun 29, 2021H••••• Equity Partners Exits Investment in M••••••• Beauty Holdings, Inc.
- Jan 21, 2021H••••• Equity Partners platform company V•••••• acquires BroadPoint
- Dec 15, 2020H••••• Equity 20 Year Anniversary and Investment Update
- Sep 23, 2020H••••• Equity Partners Announces Promotion of Joel Carter
- Jul 21, 2020H••••• Seeks Investment Opportunities in Two Specialized Industrial Services Verticals
- Oct 8, 2019H••••• Equity Partners Announces 10-Year Work Anniversary of Joel Carter and Promotions of David Fulcher, Jeff Sills, and Robbie Cholnoky
- Jul 29, 2019H••••• Equity Partners platform company V•••••• completes acquisition of Synergy
- Mar 21, 2019H••••• Equity Partners Sponsors Recapitalization of V••••••, LLC
- Oct 3, 2018H••••• Equity Partners Announces Promotion and New Hire
- Jan 3, 2018H••••• Announces Recapitalization of Pet P••••••• Platform Company M•••••• P•••
- Dec 8, 2017H••••• Equity Partners Sponsors Recapitalization of H••••• C•••••• A••••••
- Jul 10, 2017H••••• Completes Acquisitive Trailing Twelve Months
- Nov 29, 2016H••••• Equity Partners Sponsors Recapitalization of M••••• H••••••••• S•••••••
- Oct 24, 2016H••••• Equity Partners Platform Company V••••••• T••• Company Completes Two Acquisitions
- Aug 3, 2016H••••• Equity Partners Sponsors Recapitalization of S••••• B•••••
- Nov 20, 2015H••••• Equity Completes Recapitalization of C•••• C••••••••• o• A••••••
- Sep 18, 2015H••••• Equity Partners Exits Investment in H••••• T••••• I•••
- Dec 19, 2014H••••• Equity Partners Sponsors Recapitalization of V••••••• T••• Company
- Apr 8, 2014H••••• Equity Partners Invests in A••••••• E••••• Services
- Nov 12, 2013H••••• Equity Partners and N-SITE Group seek H••••••••• Communications Industry Acquisitions
- Dec 28, 2012H••••• Sponsors Recapitalization of S•••••• E••••• S•••••••
- Mar 12, 2012H••••• Equity Partners Sponsors Recapitalization of M••••••••, Inc.
- Mar 9, 2012H••••• Forms Sleep Disorder Diagnostics Platform, Completes Three Acquisitions
- Feb 14, 2012H••••• E••••• P•••••••• L•• first filed Form ADV in the extract (IA)
- Nov 30, 2011H••••• Invests In E••••• F•••••• & R••••• Services
- Sep 14, 2011H••••• Completes Recapitalization of SimplyShe, Inc.
- Dec 1, 2010H••••• Exits Investment in P••••••••• D••••••••• E•••••••••
- Jun 17, 2010H••••• Sponsors Recapitalization of M••••••• I••••••••• I•••
- May 23, 2008H••••• Completes Recapitalization of Two Companies
- May 19, 2008H••••• Closes its Second Fund with Commitments of $200 Million
- Sep 28, 2007H••••• Completes Sale of V••••••• C••••• C••••••
- Jul 31, 2007H••••• Invests in P••••••••• D•••••••••
Across the graphs
H••••• E••••• 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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