DFX Intelligence
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H•• C•••••• M••••••••• L••
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not established
- PE fund assets
- $144M
- PE funds
- 2
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
What we can say about this record
We hold this organization as an identified record, with a Form ADV filed 10.6 years ago and 19 observations. No recent transaction, no vehicle in market and no stated mandate is on this record, so there is nothing here to act on today. It is still the right record for resolving this name, its filings and its relationships.
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmprobable, confidence 65%
- Basis
- R6: 2 of 2 distinct vehicles are sworn Private Equity Funds
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Buyout firm (probable, 65%, cls-pe-1)R6: 2 of 2 distinct vehicles are sworn P•••••• Equity Funds
Regulatory footprint (Form ADV)
- Adviser type
- exempt reporting adviser
- Form ADV filings
- Feb 17, 2015 to Apr 12, 2016
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $144Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $144Mevery private fund type, latest filing
- 2024 PE fund GAV
- unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2016-04-12, latest gav Private Equity Fund $144M, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 2
- Employees
- unknown
- Headquarters
- Cincinnati, OH
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
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
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
Funds
0 on record, 2 more on the reporting tape
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| H••••• P•••••• E••••• C••• F••• I•• L•• | P•••••• Equity Fund | 2015 to 2015 | $100M filed Nov 11, 2015 | adviserinfo.sec.gov | |
| H••••• C•••••• P•••••••• L•• | P•••••• Equity Fund | 2015 to 2015 | $44.2M filed Nov 11, 2015 | adviserinfo.sec.gov |
Team
3 current, 1 former
Partner (2)
- M••• J••• H••••• · Partner/Member · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• M•••••• S•••••• · Partner/Member · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•• R••••• W•••• N•• · Chief Financial Officer / Chief Compliance Officer · since Aug 1, 2013 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
1 former (kept with end dates)
- G•••••••• N•• B•••• · Partner/Member · Aug 1, 2013 to Nov 11, 2015 Inference
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
- Sep 1, 2026••• Locked
- Feb 17, 2015••• Locked