DFX Intelligence

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B••••••

Venture firm with private equity activityClassification probableLower middle marketSEC exempt reporting adviser· New York, NY

Venture firm with private equity activity, based in New York, NY.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-24 · identity and classification; each section below carries its own date

PE fund assets: $17.6M
PE funds: 4
Investments held: 30 of 31

Find similar buyers Funds and vehicles

Team (6)Transactions

As of 2026-09-24 · identity and classification; each section below carries its own date

What matters now

-1
funds on Form ADV
Private equity funds on its Form ADV went from 5 to 4 (-1).
Vehicles leaving the filing are funds wound up or moved to another adviser.
FactSEC Form ADV, Schedule DFund families →

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisVenture firm with private equity activity · 2 in historyShow

Class: Venture firm with private equity activityprobable, confidence 70%
Basis: The venture graph classifies the same adviser INSTITUTIONAL_VC
Size band: Lower middle marketdefined by: proxy: $0.01bn Private Equity Fund GAV on the Form ADV filed 2024-03-28

Classification history (2)

Sep 13, 2026
Venture firm with private equity activity (probable, 70%)
The venture graph classifies the same adviser INSTITUTIONAL_VC
Sep 13, 2026
Venture firm with private equity activity (probable, 70%)
10 sworn Venture Capital Funds against 5 Private Equity Funds over 2011-2024

Regulatory footprint (Form ADV)4 PE funds · filed Mar 30, 2026Show

Adviser type: Exempt reporting adviser
Form ADV filings: Jul 2, 2021 to Mar 30, 2026
RAUM: unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 4
PE fund GAV, latest filing: $17.6Mreported gross assets (Form ADV), not fund size
All private fund GAV: $115Mevery private fund type, latest filing
2024 PE fund GAV: $18.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 26%
Fund type mix: Venture capital fund: 12 funds, $97.7M reported gross assets, 14 ever reported
Private equity fund: 4 funds, $17.6M reported gross assets, 5 ever reported
Form ADV filed Mar 30, 2026
Employees: unknown
Headquarters: New York, NY
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour5 of 8 criteria stated · 31 observed dealsShow

Stated by the firm

Sectors: Consumer
Geography: not stated or not yet read
Revenue: $1.0M to $10.0M
EBITDA: not stated or not yet read
Enterprise value: not stated or not yet read
Equity check: $1.0M to $7.0M
Control: Minority
Thesis: ••• Locked

Observed from deals on record

On record: 31 companies, 31 holdings
Most deals: Industrial manufacturing (1 of 31, e.g. Good Crisp), agriculture (1 of 31)
Subsectors: Food manufacturing (1 of 31), agriculture (1 of 31)
Deal roles: 31 with role not stated
Control: 31 not stated
Where: Dc (1 of 31), ma (1 of 31), ny (1 of 31)

31 companies on the graph (0 transactions); most in industrial manufacturing (1); no dated observations

Funds

5 families, 5 vehicles on record

B•••••• I• L• · 1 vehicle · vintage 2023$14.8M
- B•••••• I• L• buyout or unlabelled · 2023$14.8M
H• 2••• I•••••••• L•• · 1 vehicle · vintage 2022$1.3M
- H• 2••• I•••••••• L•• buyout or unlabelled · 2022$1.3M
C•• 2••• I•••••••• L•• · 1 vehicle · vintage 2022$1.2M
- C•• 2••• I•••••••• L•• buyout or unlabelled · 2022$1.2M
F•• 2••• I•••••••• L•• · 1 vehicle · vintage 2022$1.0M
- F•• 2••• I•••••••• L•• buyout or unlabelled · 2022$1.0M
O•• 2••• I•••••••• · 1 vehicle · vintage 2022$350,000
- O•• 2••• I•••••••• buyout or unlabelled · 2022$350,000

View all 5 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
B•••••• I• L• ADV: Private Equity Fund	buyout or unlabelled	2023 first reported on Form ADV	$14.8M as of Mar 30, 2026	no Form D	Active deployment
H• 2••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2022 year in the fund name	$1.3M as of Mar 30, 2026	no Form D	Active deployment
C•• 2••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2022 year in the fund name	$1.2M as of Mar 30, 2026	no Form D	Unknown
F•• 2••• I•••••••• L•• ADV: Private Equity Fund	buyout or unlabelled	2022 year in the fund name	$1.0M as of Mar 28, 2024	no Form D	Unknown
O•• 2••• I•••••••• ADV: Private Equity Fund	buyout or unlabelled	2022 year in the fund name	$350,000 as of Mar 30, 2026	no Form D	Unknown

Team

4 current, 0 former

M••••• J•••• D••••
Managing Partner · since Jan 1, 2015
B••• S••••••
Partner
W•••••• R•• W•••••••
Chief Financial Officer · since Jan 1, 2021
R•••• S••••
Advisor

Full team · 4 peoplegrouped by role, with sources

Managing partner (1)

M••••• J•••• D•••• · Managing Partner · since Jan 1, 2015 Form ADV Firm website

Partner (1)

B••• S•••••• · Partner · start date unknown Firm website

Platform (1)

W•••••• R•• W••••••• · Chief Financial Officer · since Jan 1, 2021 Form ADV Firm website

Other (1)

R•••• S•••• · Advisor · start date unknown Firm website

Deals

31 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	G••• C••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M•••••••••	Portfolio relationship	Role unknown	unknown	unknown	Fact Firm website
date unknown	C••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference

All 31 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	G••• C••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M•••••••••	Portfolio relationship	Role unknown	unknown	unknown	Fact Firm website
date unknown	C••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	Z•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S••••• C••• A••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••• I•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	F•••••• S••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	F••• t• P•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	O•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S•••• S•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	H•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	L• L••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	I••• B•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	G•••••••• C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	K••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	N••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C••• T•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	P•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C•••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	M•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	L••••• S•••••• I•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	H••• H•••• H•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	j•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	V•• L••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	S•••• • S•••••• I•••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	C••••••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference
date unknown	R•••••	Portfolio relationship	Role unknown	active	unknown	Fact DFX cross-reference

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 LPs, 0 disclosed commitments

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

2 most recent

Mar 30, 2026
••• Locked
PE fund count changedFactForm ADV
Jul 2, 2021
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: -1 days
Research priority35 · moderate: Scale band: lower middle market
Completeness gap: 5 of 12 profile fields missing
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite5 · low: Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness58 · elevated: Fields present: website, funds, team and 4 more
Not yet on record: description, transactions, lenders, intermediaries, lps
Fund deployment activity70 · elevated: Funds deploying: 2 items (deployment state is read from the fund's reported gross asset path through 2024)

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)
Venture Capital Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 48
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

B•••••• is the same institution as 2 records in Venture Capital and Independent Sponsors.

Venture Capital1Independent Sponsors1

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…

Not yet on record: regulatory AUM, deals, last 12 months.