DFX Intelligence
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R••••• C••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· Dallas, TXr••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $738M
- PE fund assets
- $463M
- PE funds
- 8
- Investments held
- 20 of 54
- Deals, last 12 months
- 0
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
- Equity cheque $20.0M to $120MSectors business_services,manufacturing
- Graphs 3
- RAUM $738M
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.46bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 16 of 16 distinct vehicles are sworn Private Equity Funds; 6 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 24, 2012 to Mar 29, 2024
- RAUM
- $738Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $463Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $463Mevery private fund type, latest filing
- 2024 PE fund GAV
- $463Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-29, latest gav Private Equity Fund $463M, latest counts Private Equity Fund 8, lifetime distinct Private Equity Fund 16
- Employees
- 12
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
48 observed deals
Stated by the firm
- Sectors
- business services, manufacturing
- 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
- $20.0M to $120M
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- add on 26, unknown 11, platform 17
- period
- to 2023-05-29, from 2017-04-03, undated holdings 43, dated observations 21
- window
- last 2023-05-29, first 2017-04-03
- control
- control 10, unknown 44
- companies
- 48
- geography
- investments
- 54
- seller kinds
- family 1
- transactions
- 10
- cadence by year
- 2017 platforms 1, 2018 platforms 1, 2021 platforms 1, 2022 add ons 4, platforms 2, 2023 add ons 1
- platform add on
- add ons 26, platforms 17, add ons per platform 1.53
- sector known for
- 7
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.062, value industrial manufacturing, examples APN Specialty Coatings, Heckethorn Manufacturing Co., Vortex Coatings Inc., count 2, share 0.042, value media telecom, examples Wireless Applications Corporation, Otodata Wireless Network, count 1, share 0.021, value business services, examples DISA, count 1, share 0.021, value tech enabled services, examples Otodata Holdings Inc.
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.042, value chemical manufacturing, examples APN Specialty Coatings, Vortex Coatings Inc., count 2, share 0.042, value media telecom, examples Wireless Applications Corporation, Otodata Wireless Network, count 1, share 0.021, value business support services, examples DISA, count 1, share 0.021, value iot connectivity services, examples Otodata Holdings Inc., count 1, share 0.021, value miscellaneous manufacturing, examples Heckethorn Manufacturing Co.
48 companies on the graph (10 transactions); most in industrial manufacturing (3); 17 platforms and 26 add-ons; observed 2017 to 2023
Funds
21 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R••••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| R••••• C•••••• •••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2024 first reported on Form ADV | $0 as of Mar 29, 2024 | no Form D | Unknown | |
| R••••• C•••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $228M as of Mar 29, 2024 | no Form D | Active deployment | |
| R••••• C•••••• •••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 first reported on Form ADV | $7.5M as of Mar 29, 2024 | no Form D | Active deployment | |
| R••••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $155M as of Mar 29, 2024 | no Form D | Harvest | |
| R••••• C•••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2015 first reported on Form ADV | $7.5M as of Mar 29, 2024 | no Form D | Harvest | |
| R••••• C•••••• •••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2015 first reported on Form ADV | $5.7M as of Mar 29, 2024 | no Form D | Harvest | |
| R•••••• O••••••••• F••• 1• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $59.4M as of Mar 29, 2024 | no Form D | Mature | |
| C•• A••••••• J••••••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $525,000 as of Mar 27, 2014 | no Form D | Wound down | |
| C•• I•• F•••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $490,000 as of Mar 27, 2014 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $447,358 as of Mar 27, 2014 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $413,870 as of Mar 27, 2014 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $359,375 as of Mar 27, 2014 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $46,392 as of Mar 27, 2014 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Jun 4, 2019 | no Form D | Wound down | |
| R••••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 13, 2018 | no Form D | Wound down | |
| R••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| R••••• F••• I•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| R••••• F••• I•• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| R••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
| R••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
Team
27 current, 3 former
Managing partner (4)
- D•••• H••• · Managing Partner, Chief Compliance Officer · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• H••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•• J•••••••• · Founding Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D••••• W•••• J•••••••• · Managing Partner · since Oct 1, 2014 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (7)
- D•••• H••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• J•••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• G•••••• · Industry Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••••• B•••• M••••• · Member · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• F•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• C•••••• · Industry Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• M•••••• F•••••• · Member · since Jul 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (4)
- M••• F•••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- P•••••• J••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• M•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• C•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (4)
- A••••• B••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••• M••••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• S•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- R••• G••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- E••• W••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• G•••••• · Operating Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K•••• S•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- A•••• S•••••• · Internal Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E••• H••••••••• · Chief T••••••••• Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (2)
- B••• E••••••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• B••••• L•••• · Strategic Advisor · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
3 former (kept with end dates)
- M••• D•••• B•••••• · Manager · Nov 1, 2008 to Mar 31, 2015 Inference
- M•••••• M•••• · Partner · Oct 1, 2014 to Mar 31, 2023 Inference
- S•••• B••••• L•••• · Partner · Oct 1, 2014 to Mar 31, 2023 Inference
Portfolio
54 relationships, 17 platforms, 26 add-ons
Transactions
16 on record
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
45 most recent
- Sep 16, 2026O•••••• H•••••••, Inc. Announces the Acquisition of A••••• L•• B•••••
- Sep 16, 2026R••••• C•••••• Strengthens Investment Team with Promotions & New Hire
- Sep 16, 2026R••••• Activates Fund IV, Closes New Platforms, Expands Team
- Sep 16, 2026R••••• C•••••• Closes Fund IV at $350 Million Hard Cap
- Sep 16, 2026O•••••• Announces the Acquisition of W••••••• A••••••••• C••••••••• (WACnGO)
- Sep 16, 2026R••••• C•••••• Seeks S•••••••• Chemicals Investments
- Sep 16, 2026O•••••• T••••••••• USA Announces the Acquisition of W••• T••••••••
- Sep 16, 2026R••••• C•••••• Closes Fund III at $225 Million Hard Cap
- Sep 16, 2026A•••• D••• S•••••••• Sold to Lovell Minnick Partners
- Sep 1, 2026GI Partners Acquires a Majority Interest in O•••••• H••••••• I•••, Partnering with Existing Investor R••••• C••••••
- Oct 23, 2025R••••• C•••••• Announces Sale of R•••••••• S•••••• to Amphenol Corporation
- Oct 23, 2025R••••• C•••••• Announces Sale of R•••••••• S•••••• to Amphenol Corporation
- Sep 30, 2025APN Performance C••••••• Acquires R••••••, Inc.
- Oct 4, 2023S••••• C••••• Equipment Acquires S•••••• S•••••
- May 30, 2023R•••••••• S•••••• Acquires T•••••• E••••• L••••••
- Dec 20, 2022R••••• C•••••• Announces Sale of G••••• H• R••••••• to D••• G••••• S••••••••
- Sep 6, 2022A••• N••••••••• C•• acquires P••••••• to expand its concrete coatings product offering
- Mar 22, 2022R••••• C•••••• invests in A••• N••••••••• C••
- Mar 18, 2022R••••• C•••••• invests in A••• N••••••••• C••
- Feb 9, 2022R••••• C•••••• Invests in R••••••• L••• T•••••••••
- Jan 20, 2022R••••• C•••••• Invests in R••••••• L••• T•••••••••
- Nov 30, 2021R•••••••• G••••• Acquires C•••••• T•••••••••
- Aug 19, 2021S••••• C••••• Equipment Acquires G•••••• C••••• S••••••••
- Jan 18, 2021R••••• C•••••• Announces the Merger of G••••• H• R••••••• with E••••••••• S•••••••• Services
- Jan 5, 2021R••••• C•••••• Announces the Acquisition of O•••••• W••••••• N••••••
- Jan 4, 2021R••••• C•••••• Announces the Acquisition of O•••••• W••••••• N••••••
- Nov 6, 2019R•••••••• G••••• Acquires F•••••• L••••••
- Nov 6, 2019R•••••••• G••••• Acquires F•••••• L••••••
- Jun 24, 2019R•••••••• G••••• Acquires F•• S••••••
- Sep 10, 2018G••••• H• R••••••• Acquires e•••••••••
- Jun 12, 2018R••••• C•••••• Acquires R•••••••• G•••••
- Jun 12, 2018R••••• C•••••• Acquires R•••••••• G•••••
- Apr 4, 2017R••••• C•••••• Acquires G••••• H• R•••••••, Inc.
- Apr 3, 2017R••••• C•••••• Acquires G••••• H• R•••••••, Inc.
- Mar 15, 2017R••••• C•••••• Announces The Sale Of A••••••••• C•••••••• M••••••
- Mar 15, 2017R••••• C•••••• Announces The Sale Of A••••••••• C•••••••• M••••••
- Mar 15, 2017R••••• C•••••• Announces The Sale Of A••••••••• C•••••••• M••••••
- Mar 15, 2017R••••• C•••••• Announces The Sale Of A••••••••• C•••••••• M••••••
- Sep 28, 2016R••••• C•••••• Announces the Sale of F•••••••• B•••••, LLC
- Sep 27, 2016R••••• C•••••• Announces the Sale of F•••••••• B•••••, LLC
- Sep 7, 2016R••••• C•••••• Announces Sale Of R•••••• M••••, LLC
- Jul 12, 2016R••••• C•••••• Invests In A•• H•••••• C••••••, LLC
- Jul 28, 2015R••••• C•••••• Seeks Oilfield Service Investments
- Sep 24, 2014R••••• C•••••• Holds Final Close on $132 Million Fund II
- May 24, 2012R••••• C••••••• L•• first filed Form ADV in the extract (ERA)
Across the graphs
R••••• C••••••• 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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