DFX Intelligence
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S•• V•••••••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Chicago, ILs•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.6B
- PE fund assets
- $2.3B
- PE funds
- 7
- Investments held
- 112 of 112
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- Sectors transportation_logistics,food_beverage,energy,agriculture,environmental_services,technology
- Graphs 2
- RAUM $2.6B
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 7 of 7 distinct vehicles are sworn Private Equity Funds; 7 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $2.30bn Private Equity Fund GAV on the Form ADV filed 2024-05-22
- Strategies
- INFRASTRUCTURE
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 7 of 7 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
- May 22, 2024 to May 22, 2024
- RAUM
- $2.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $2.3Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.3Bevery private fund type, latest filing
- 2024 PE fund GAV
- $2.3Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-05-22, latest gav Private Equity Fund $2.3B, latest counts Private Equity Fund 7, lifetime distinct Private Equity Fund 7
- Employees
- 45
- Headquarters
- Chicago, IL
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
112 observed deals
Stated by the firm
- Sectors
- transportation logistics, food beverage, energy, agriculture, environmental services, technology
- 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
- unknown 112
- period
- to unknown, from unknown, undated holdings 112, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 112
- companies
- 112
- geography
- investments
- 112
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 40
- disclosed value usd
- n 0
- sector distribution
- count 17, share 0.152, value agriculture, examples Clear Frontier, Decibel Bio, Zero Acre Farms, Allmade Materials, count 9, share 0.08, value industrial manufacturing, examples Sojo Industries, Orange EV, Once Upon A Farm, Lief Labs, count 5, share 0.045, value energy, examples Nova Clean Energy, Mara Renewables, Bluestar Energy Capital, Common Energy, count 3, share 0.027, value life sciences, examples Faeth Therapeutics, SafeTraces, Sōlaria Biō, count 2, share 0.018, value transportation logistics, examples Corvus Robotics, Cargomatic, count 1, share 0.009, value media telecom, examples Amperage, count 1, share 0.009, value consumer services, examples Sunday, count 1, share 0.009, value software, examples REsurety
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 17, share 0.152, value agriculture, examples Clear Frontier, Decibel Bio, Zero Acre Farms, Allmade Materials, count 5, share 0.045, value miscellaneous manufacturing, examples Orange EV, Lief Labs, SWARM Engineering, Exacto, count 5, share 0.045, value energy, examples Nova Clean Energy, Mara Renewables, Bluestar Energy Capital, Common Energy, count 3, share 0.027, value life sciences, examples Faeth Therapeutics, SafeTraces, Sōlaria Biō, count 2, share 0.018, value beverage manufacturing, examples Sojo Industries, MycoTechnology, count 1, share 0.009, value media telecom, examples Amperage, count 1, share 0.009, value food manufacturing, examples Once Upon A Farm, count 1, share 0.009, value chemical manufacturing, examples Circulus Holdings
112 companies on the graph (0 transactions); most in agriculture (17); no dated observations
Funds
7 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• S•••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $600M as of May 22, 2024 | no Form D | Unknown | |
| S•• B••••••• F••• • A••••••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $528M as of May 22, 2024 | no Form D | Unknown | |
| S•• V••••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $342M as of May 22, 2024 | no Form D | Unknown | |
| S•• B••••••• R•••••••• E••••• F••• I• L• ADV: Private Equity Fund | Infrastructure fund | unknown | $306M as of May 22, 2024 | no Form D | Unknown | |
| S•• B••••••• S•••••• O••••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $301M as of May 22, 2024 | no Form D | Unknown | |
| S•• V••••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $118M as of May 22, 2024 | no Form D | Unknown | |
| S•• B••••••• O••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $105M as of May 22, 2024 | no Form D | Unknown |
Team
71 current, 0 former
Managing partner (3)
- A•••• C••• R•••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• W••••• T•••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• N•• K••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (10)
- A••••• W••••••• · Managing Director & Co-Head · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••• N•••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B•••• O••••••• · Managing Director & Co-Head · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• W••••• T•••••••• · Manager · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••• R••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• O••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••• D•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••••• M•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• T•••• W••••• · Sole Member · since Jul 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• W••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (10)
- A••••• C••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••• K••••••••• · Principal, Head of Ecosystem Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•• R•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G•••• R••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••••• M•••••••• · Principal, Director of Impact · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• M••••• · Principal, Director of Community · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• W••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••••••• D•••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (10)
- A••••• O••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••••• V••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• R•••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• Z•• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••••• M•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• R•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• W••••• · Vice President, Ecosystem · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• C••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••••• B•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• S••••••• · Senior Associate, Ecosystem · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (8)
- C••••••• H•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- E•••••••• A•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H•••• H• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• H•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• L•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•• S•••••••• · Impact Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• L•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y•••• H•• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (4)
- G•••• L••••• · Operating Partner, Government & Policy · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• L• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••• S••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••••• R••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- M•••• W•••• · Vice President, Investor Relations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (4)
- A•••• C••• R•••••• · Trustee · since Dec 1, 2010 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••••• A•• W••• · Trustee · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• T•••••••• · Trustee · since Aug 1, 2009 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••••• N•• K••••••• · Trustee · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (18)
- A•••••••• M••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• D•••• · Vice President, Communications · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- B••••••• B••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••• W•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• K•• · Counsel, Investments · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• P••••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• S•••••• · Vice President, Finance & Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• O••••••••• · Vice President, Digital Marketing · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K•••• V•••••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L••• R•••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••••• L•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• C•••••••• D•••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• D•••••• · Chief People Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• N•• K•••• · General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• N•• K•••• · General Counsel · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• S•••••• J••••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••••• S•••••• J••••• · Chief Compliance Officer, Chief Financial Officer · since Feb 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• B•••••••• · Chief Marketing Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (3)
- C•••• M••••••• · Head of AI & Technology S•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••••• M•••••• · Office Coordinator · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- I••• J•••••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
112 relationships, 0 platforms, 0 add-ons
Showing 100 of 112 investments on this record. Private Equity Intelligence opens the rest of this record's rows.
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
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
2 most recent
- Aug 3, 2026S•• I••••••••• L••: Private Equity Funds on Form ADV 7 (2024 extract) -> 9 (roster 2026-09-01)
- May 22, 2024S•• V••••••• first filed Form ADV in the extract (IA)
Across the graphs
S•• V••••••• 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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