DFX Intelligence
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C••• A••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $225M
- PE fund assets
- $160M
- PE funds
- 1
- Investments held
- 5 of 5
- 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
What matters now
- 1 deal180 days
1 deal since 15 Sep 2026: bought S•••• A•••••••• I•••• C••••• F••• (add-on, 15 Sep).
What it is buying now is the best guide to what it will buy next.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- 1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.16bn Private Equity Fund GAV on the Form ADV filed 2026-06-26
Classification history (2)
- Sep 23, 2026Buyout firm (probable, 65%)1 of 2 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (probable, 65%)1 of 1 distinct vehicles are sworn Private Equity Funds
Regulatory footprint (Form ADV)RAUM $225M · 1 PE funds · filed Jun 26, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Jun 26, 2024 to Jun 26, 2026
- RAUM
- $225Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $160Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $160Mevery private fund type, latest filing
- 2024 PE fund GAV
- $160Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 50%
- Fund type mix
- Private equity fund: 1 fund, $160M reported gross assets
- Other private fund: 1 fund
- Employees
- 27
- Headquarters
- New York, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 5 observed dealsShowHide
Stated by the firm
- Sectors
- Technology, financial services
- 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
- On record
- 5 companies, 5 holdings, 4 transactions
- Period
- 2022 to 2026 (8 dated observations, 1 holding undated)
- Most deals
- Software (1 of 5, e.g. Dynamic), financial services (1 of 5)
- Subsectors
- Software (1 of 5), financial services (1 of 5)
- Deal roles
- 2 platforms, 1 add-on, 2 with role not stated
- Control
- 2 control, 3 not stated
- By year
- 2022: 2 other deals; 2025: 1 platform; 2026: 1 add-on
5 companies on the graph (4 transactions); most in software (1); 2 platforms and 1 add-on; observed 2022 to 2026
FundsHow vehicles are groupedFeeders, parallels, executive funds, alternative investment vehicles and lettered sleeves are folded under the fund they belong to, read from the vehicle names. Deal-by-deal co-investment vehicles are pooled. Current funds come first: families are ordered by vintage, newest first, among those holding at least a twentieth of the largest family’s assets, then by size. The figure is the sum of each vehicle’s latest reported gross assets on Form ADV, not a fund size.
56 families, 64 vehicles on record
C••• S•••••• M•••• a•• E••••••••• F•••••• · 1 vehicle · vintage 2025$160M
- C••• S•••••• M•••• a•• E••••••••• F•••••• buyout or unlabelled · 2025$160M
C••••••• P•••••• C••••• F•••• L• · 1 vehicle$0
- C••••••• P•••••• C••••• F•••• L• Credit fund$0
O•• P•••••• W••••• A••••••••• O••••••••• F••• I• L••• · 1 vehicle · vintage 2025no GAV reported
- O•• P•••••• W••••• A••••••••• O••••••••• F••• I• L••• buyout or unlabelled · 2025
K• I• A•••••• L••• · 1 vehicle · vintage 2025no GAV reported
- K• I• A•••••• L••• buyout or unlabelled · 2025
R••••• E••••• P•••••••• L••• · 1 vehicle · vintage 2025no GAV reported
- R••••• E••••• P•••••••• L••• Buyout fund · 2025
51 smaller families are in the full list of vehicles.
View all 64 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••• S•••••• M•••• a•• E••••••••• F•••••• ADV: Private Equity Fund | buyout or unlabelled | 2025 Form D first sale | $160M as of Jun 26, 2026 | $53.9M | Unknown | |
| O•• P•••••• W••••• A••••••••• O••••••••• F••• I• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $3.8M | Fundraising |
| K• I• A•••••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $23.7M | Fundraising |
| R••••• E••••• P•••••••• L••• | Buyout fund | 2025 Form D first sale | unknown | no reporting | $38.6M | Fundraising |
| C••• L•• S••• E••••• I••••••••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $26.8M | Fundraising |
| C••• D••••••• K•••••• R••• E••••• O••••••••• F•••• L••• | Real estate fund | 2025 Form D first sale | unknown | no reporting | $8.0M | Fundraising |
| N••••••• I••••• F••• I• A•••••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $9.4M | Fundraising |
| C••• C•••••••• F•••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $10.7M | Unknown |
| C••• M••••••••• I••••••••• F••• I•• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $56.9M | Unknown |
| C••• K•• N•••• A•••••• F••• X••• L••• | buyout or unlabelled | 2025 Form D first sale | unknown | no reporting | $40.6M | Fundraising |
| C••• K•• A•••••••• F••• I• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $20.5M | Unknown |
| O•••••• O••••••••• X•• C••• •••••••• A••••• F•••• L••• | Fund of funds | 2024 Form D first sale | unknown | no reporting | $16.1M | Unknown |
| C••• B••• O•• G• S••••• V•• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $37.5M | Unknown |
| C••• V•••• F••••••••• F••• V• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $48.4M | Unknown |
| C••• S•••••••• I••••••••• F••• V• L••• | Infrastructure fund | 2024 Form D first sale | unknown | no reporting | $12.6M | Unknown |
| C••• I•• L• S••••••••• F••• I• L••• | Secondaries fund | 2024 Form D first sale | unknown | no reporting | $58.8M | Unknown |
| C••• B••• O•• G• S••••• V• •••• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $10.5M | Unknown |
| C••• V•••••• P• I•• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $22.6M | Unknown |
| S•• A••••••••• I••••••••• O••••••••• F••• I• L••• | buyout or unlabelled | 2024 Form D first sale | unknown | no reporting | $34.5M | Unknown |
| C••• V•••• E••••• P••••••• F••• V••• O•••••••• L••• | Buyout fund | 2023 Form D first sale | unknown | no reporting | $20.3M | Unknown |
| C••• A••••• S• E••••• • H••••• S•••••••• F•••• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $7.2M | Unknown |
| C••• D••••••• K•••••• O••••••••• I••••••••• V•• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $11.9M | Unknown |
| C••• B••• O•• S•••••••• E•••••• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $25.9M | Unknown |
| C••• I••••• O•••••••• L••• | Feeder or parallel | 2023 Form D first sale | unknown | no reporting | $16.1M | Unknown |
| G•• P•••••• A••• F••• I• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $9.5M | Unknown |
| C••• C••• H••••••• F••• X• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $13.5M | Unknown |
| C••• A••• S••••• D••••• L•••••• I••• L••• | Credit fund | 2023 Form D first sale | unknown | no reporting | $16.7M | Unknown |
| C••• A••••• S• E••••• • H••••• S•••••••• F••• O•••••••• L••• | Feeder or parallel | 2023 Form D first sale | unknown | no reporting | $100,000 | Unknown |
| C••• R•••••••• P••••••• O••••••••• F••• V• •• F••• I•••• L••• | Buyout fund | 2023 Form D first sale | unknown | no reporting | $3.7M | Unknown |
| C••• I•• S•••••••• E••••• V• L••• | buyout or unlabelled | 2023 Form D first sale | unknown | no reporting | $23.1M | Unknown |
| C••• A••••• I••••••••• F••• X• O•••••••• L• | Feeder or parallel | 2022 Form D first sale | unknown | no reporting | $1.9M | Unknown |
| B•••••••• I••••• O••••••••• •••••• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $2.0M | Unknown |
| C••• I•• S•••••••• E••••• I• O•••••••• L••• | Feeder or parallel | 2022 Form D first sale | unknown | no reporting | $13.3M | Unknown |
| C••• A••••• A•••••• A••••••••• F••• ••••• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $9.1M | Unknown |
| C••• B••••• L•••••••• N•• L•••• F•••• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $6.7M | Unknown |
| C••• H•• S•••••••• I••••••••• P••••••• V• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $4.8M | Unknown |
| C••• A••••• I••••••••• F••• X• L• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $19.2M | Unknown |
| C••• A••••• A•••••• A••••••••• F••• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $46.1M | Unknown |
| C••• A••••• V•••••• O••••••••• F••• I•• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $5.3M | Unknown |
| C••• E•• B••••• F••• X• A•••••• L••• | Buyout fund | 2022 Form D first sale | unknown | no reporting | $2.3M | Unknown |
| C••• V•••• E••••• P••••••• F••• V•••• L••• | Buyout fund | 2022 Form D first sale | unknown | no reporting | $25.4M | Unknown |
| C••• A••••• A•••••• A••••••••• F••• ••• L•• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $7.6M | Unknown |
| C••• D••••••• K•••••• O••••••••• F••• V•• L••• | buyout or unlabelled | 2022 Form D first sale | unknown | no reporting | $12.5M | Unknown |
| C••• A••• S••••• D••••• L•••••• I• ••• L• | Credit fund | 2021 Form D first sale | unknown | no reporting | $12.1M | Unknown |
| C••• C•••••• R••••• P••••••• I• A••••• F••• L• | Fund of funds | 2021 Form D first sale | unknown | no reporting | $25.8M | Unknown |
| C••• A••••• I••••••••• O••••••••• I• A••••• F••• L• | Fund of funds | 2021 Form D first sale | unknown | no reporting | $16.9M | Unknown |
| C••• A•••• S••••• P•••••• I••••• F••• L•• | Credit fund | 2021 Form D first sale | unknown | no reporting | $19.8M | Unknown |
| C••• I•• S•••••••• E••••• I• L• | buyout or unlabelled | 2021 Form D first sale | unknown | no reporting | $104M | Unknown |
| C••• A••••• F••• • B••• I• L• | Fund of funds | 2020 Form D first sale | unknown | no reporting | $46.1M | Unknown |
| C••• B• F••• X••• L• | buyout or unlabelled | 2020 Form D first sale | unknown | no reporting | $41.1M | Unknown |
| C••• M••••• P•••••• E••••• V•••••• F••• I• L• | Buyout fund | 2020 Form D first sale | unknown | no reporting | $8.4M | Unknown |
| C••• B••••••••• G••••• L• | Growth fund | 2020 Form D first sale | unknown | no reporting | $19.7M | Unknown |
| C••• C•••••• R•••••••• • S••••••••• E••••• F••• L• | Infrastructure fund | 2020 Form D first sale | unknown | no reporting | $6.3M | Unknown |
| C••• B••••••••• T•• V• L• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••• B••••••••• T•• V• L• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••• C•••••• D••••• A••••• L• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | $95.8M | Unknown |
| C••• F•••••••• C••••• I••••••••• I• A••••• F••• L• | Fund of funds | 2019 Form D first sale | unknown | no reporting | $94.8M | Unknown |
| C••• I•• S•••••••• E••••• I•• L• | buyout or unlabelled | 2019 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••• A••••• F•••• B••• I• L• | Fund of funds | 2018 Form D first sale | unknown | no reporting | $46.3M | Unknown |
| C••• A••••• F••• • M•• 2••• L• | Fund of funds | 2018 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••• A••••• F•••• A••• F••• I• L• | Fund of funds | 2018 Form D first sale | unknown | no reporting | no Form D | Unknown |
| C••• A••••• H••••• V•••• A••••• F••• L• | Fund of funds | 2018 Form D first sale | unknown | no reporting | $30.6M | Unknown |
| C••••••• P•••••• C••••• F•••• L• ADV: Other Private Fund | Credit fund | unknown | $0 as of Jun 26, 2026 | no Form D | Unknown | |
| C••• R•••••• F••• I•• L••• | buyout or unlabelled | unknown | unknown | no reporting | $0 | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
31 current, 0 former
- Founder and CEO
- Company: C••• | Position: Partner, Co-President
- Chief Investment Officer · since Jun 1, 2024
- Company: C••• | Position: Managing Director, Head of Investment S••••••••
- Company: C••• | Position: Managing Director, Head of RIA, Bank & Trust
Full team · 31 peoplegrouped by role, with sources
Managing partner (3)
- M••• B•••• · Founder and CEO · start date unknown Press release
- B••• W••••• · Company: C••• | Position: Partner, Co-President · start date unknown Firm website
- T•• S•••••• · Company: C••• | Position: Partner, Co-President & Chief Financial Officer · start date unknown Firm website
Partner (9)
- N••• D•••• B••••••• · Chief Investment Officer · since Jun 1, 2024 Form ADV Press release Firm website
- R•• M••••• · Company: C••• | Position: Managing Director, Head of Investment S•••••••• · start date unknown Firm website
- J•••• S••••••• · Company: C••• | Position: Managing Director, Head of RIA, Bank & Trust · start date unknown Firm website
- J••••• M•••••• · Company: C••• | Position: Managing Director, Head of Events · start date unknown Firm website
- M•••• G••••••••• · Company: C••• | Position: Managing Director, Head of Client Delivery · start date unknown Firm website
- T•• D•••••••• · Company: C••• | Position: Managing Director, Platform S•••••••• · start date unknown Firm website
- K•••••• M•••••• · Company: C••• | Position: Managing Director, Head of Client Services · start date unknown Firm website
- S•••• J•••• · Company: C••• A••••••• | Position: Portfolio Manager · start date unknown Firm website
- T••• L••••••• B••••• · Member · since Nov 1, 2014 Form ADV
Principal (2)
- D•••• K••••••••• · Company: C••• | Position: Director, Fund Management · start date unknown Firm website
- S••• M••••• · Company: C••• | Position: Director, Strategic Partnerships · start date unknown Firm website
Capital markets (4)
- J•••• S••••• · Company: C••• | Position: Managing Director, Capital Markets · start date unknown Firm website
- M••• P••••••••• · Company: C••• | Position: Partner, Head of Capital Markets · start date unknown Firm website
- P•••••• R•••••• · Company: C••• | Position: Managing Director, Capital Markets · start date unknown Firm website
- T••• R••••• · Company: C••• | Position: Managing Director, Capital Markets · start date unknown Firm website
Platform (13)
- B••••• J•••• · Company: C••• | Position: Managing Director, Platform S•••••••• & Operations · start date unknown Firm website
- N••• F•••••• · Company: C••• | Position: Managing Director, Product Engineering · start date unknown Firm website
- A••• C•••••••• · Company: C••• | Position: Chief Marketing Officer · start date unknown Firm website
- B•••••• C•••••• · Company: C••• | Position: Partner, Chief Operating Officer · start date unknown Firm website
- C•••• Z••••• · Company: C••• | Position: Chief Product Officer · start date unknown Firm website
- C••••••••• F•••••••• C••••••• · Chief Operations Officer · since Jun 1, 2024 Form ADV
- K•• K•••••• · Company: C••• | Position: Chief Technology Officer · start date unknown Firm website
- K•••••• Z•••• · Company: C••• | Position: Director, Fund Operations · start date unknown Firm website
- M••••• G•••• · Company: C••• | Position: Chief People Officer · start date unknown Firm website
- M•••••• N••••• R•••••• · Chief Legal Officer · since Jun 1, 2024 Form ADV Firm website
- M•••••• P•••••• C•••••• · Chief Compliance Officer · since Jun 1, 2024 Form ADV Firm website
- T••••••• M•••••• M••••••• · Chief Financial Officer · since Jun 1, 2024 Form ADV Firm website
- V•••••• P•••••••• · Position: Managing Director, Head of Segment Marketing · start date unknown Firm website
DealsHow deals are mergedOne row per deal. A portfolio relationship and a transaction that describe the same deal (the same transaction, or the same company on the same date) are printed once, with the columns of both. 5 portfolio relationships and 4 transactions are on this record.
5 on record, newest first · 2 platforms · 1 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | S•••• A•••••••• I•••• C••••• F••• add-on to S•••••••• | Add-on acquisition | Sponsor (confirmed) | active held 0 months | unknown | schroders.com |
| Aug 7, 2025 | S•••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.1 years | N••• B••••••• (confirmed) | c••••••••.com |
| Sep 22, 2022 | A••• W••••• M••••••••• S•••••••• | Type not stated | Sponsor (confirmed) | active held 4.0 years | M••• B•••• (confirmed) | c••••••••.com |
| Jul 12, 2022 | D•••••• | Type not stated | Sponsor (confirmed) | active held 4.2 years | unknown | dynamicadvisorsolutions.com |
| date unknown | S•••••••• | Portfolio relationship | Platform | active | unknown | Fact Press release |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (4)
- C••••• H••• C•••••• P•••••••• I••• 1 shared · one time
- C••• C•••••• L•• 1 shared · one time · last Jan 1, 2024
- B••• S••••••••• L•• 1 shared · one time
- R••••••••• C•••••• M••••••••• 1 shared · one time
LP commitmentsHow LPs are totalledOne line per LP, largest disclosed total first. A commitment that the same LP reports again in a later document is counted once in its total; both documents stay in the full list. Rows repeated line for line from one document are shown once.
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
57 not already shown above, of 60 most recent
- Sep 17, 2026••• Locked
- Sep 15, 2026••• Locked
- Aug 19, 2026••• Locked
- May 19, 2026••• Locked
- May 4, 2026••• Locked
Full timeline · 60 eventsnewest first, including the LP commitments and deals above
- Sep 17, 2026••• Locked
- Sep 15, 2026••• Locked
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Across the graphs
C••• A••••••• 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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