DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

H••••••••• I••••••••• P•••••••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Tampa, FLh•••••••••.com

Buyout firm, based in Tampa, FL.

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

As of 2026-09-17 · identity and classification; each section below carries its own date

Regulatory AUM: $326M
PE fund assets: $382M
PE funds: 5
Investments held: 2 of 2
Deals, last 12 months: 1

Funds and vehicles Team (5)Transactions

As of 2026-09-17 · identity and classification; each section below carries its own date

Why this matters

Closed 1 transactions in the last twelve months, 1 in the last three years.
2026-09-18
Last 12 months 1Most recent this month
Also held on 3 other DFX graphs, so its behaviour can be read from more than one side.
Graphs 3
0 lenders and 2 placement agents appear beside this firm on the record.
Placement agents 2

Classification

How this organization is classified, and on what basisBuyout firm · 1 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.38bn Private Equity Fund GAV on the Form ADV filed 2024-03-27

Classification history (1)

Sep 13, 2026
Buyout firm (confirmed, 85%, cls-pe-1)
R6: 6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later

Regulatory footprint (Form ADV)

Adviser type: registered investment adviser
Form ADV filings: Mar 31, 2012 to Mar 31, 2026
RAUM: $326Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 5
PE fund GAV, latest filing: $382Mreported gross assets (Form ADV), not fund size
All private fund GAV: $326Mevery private fund type, latest filing
2024 PE fund GAV: $382Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime: 100%
Fund type mix: filed 2024-03-27, latest gav Private Equity Fund $382M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 6
Employees: 9
Headquarters: Tampa, FL
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour

2 observed deals

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

roles: add on 1, platform 1
period: to 2026-09-18, from 2026-09-18, undated holdings 1, dated observations 2
window: last 2026-09-18, first 2026-09-18
control: control 1, unknown 1
companies: 2
geography
investments: 2
seller kinds: sponsor 1
transactions: 1
cadence by year: 2026 add ons 1
platform add on: add ons 1, platforms 1, add ons per platform unknown
sector known for: 0
disclosed value usd: n 0
sector distribution
holding period years: n 0
repeat counterparties
subsector distribution

2 companies on the graph (1 transactions); 1 platforms and 1 add-ons; observed 2026 to 2026

Funds

6 on record

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	Form D sold	Lifecycle
H••••••••• I••••••••• F••• I• •••••••• F••••• L••• ADV: Private Equity Fund	Feeder or parallel	2022 first reported on Form ADV	$171M as of Mar 27, 2024	no Form D	Early deployment
H••••••••• I••••••••• F••• I•• L•• ADV: Private Equity Fund	buyout or unlabelled	2022 first reported on Form ADV	$11.8M as of Mar 27, 2024	no Form D	Early deployment
H••••••••• I••••••••• F••• I•• •••••••• F••••• L••• ADV: Private Equity Fund	Feeder or parallel	2017 first reported on Form ADV	$87.9M as of Mar 27, 2024	no Form D	Successor fundraising
H••••••••• I••••••••• F••• I••• L••• ADV: Private Equity Fund	buyout or unlabelled	2017 first reported on Form ADV	$29.3M as of Mar 27, 2024	no Form D	Successor fundraising
H••••••••• I••••••••• F••• I•• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$81.4M as of Mar 27, 2024	no Form D	Harvest
H••••••••• I••••••••• F•••• L••• ADV: Private Equity Fund	buyout or unlabelled	unknown	$0 as of Jun 15, 2017	no Form D	Wound down

Team

5 current, 0 former

Partner (4)

B•••• W•••••• A••••••• · Manager, Member · since Dec 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
J•••••• S•••• T••••••• · Manager, Member · since Jan 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
P•••••• S• D••••• · Manager, Member · since Dec 1, 2005 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
S•••• H•••••••• · Manager, Member · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Platform (1)

M••• D••••• · Member Manager, Chief Financial Officer, Chief Compliance Officer · since Jan 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Portfolio

2 relationships, 1 platforms, 1 add-ons

Company	Role	Status	Invested	Held	Partner	Source
S••••••••• add-on to V••••••• H••••••••• L••	Add-on	active	Sep 18, 2026 transaction announcement	0 months	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
V••••••• H••••••••• L••	Platform	active	unknown	unknown	unknown	Fact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)

Transactions

1 on record

Date	Type	Target	This firm’s role	Source
Sep 18, 2026	Add-on acquisition	S•••••••••	Sponsor (confirmed)	prnewswire.com

Placement agents, lenders, advisers and co-investors

3 relationships

Placement agents (2)

S•••••• C•••••• I• L•• 5 shared · very strong · last Jan 1, 2022
B••••••••• F•••••••• G••••• L•••••• 1 shared · one time · last Jan 1, 2012

Co-investors (1)

U••••• W•••••• G•••• 1 shared · one time · last Sep 18, 2026

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

1 most recent

Mar 31, 2012
••• Locked
First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)

Scores and what they are made of

Freshness97 · HIGH: as of: 2026-09-23items: [{"code":"DAYS_SINCE_NEWEST_EVIDENCE","points":0.9666666666666667,"evidence":"6 method: sum of component points, capped at 1.0
model score-pe-1
Research priority57 · ELEVATED: as of: 2026-09-23items: [{"code":"SCALE_BAND","points":0.2,"evidence":"LOWER_MIDDLE_MARKET"},{"code":"COmethod: sum of component points, capped at 1.0
model score-pe-1
Investment velocity3 · LOW: as of: 2026-09-23items: [{"code":"TRANSACTIONS_PER_YEAR_36M","points":0.03333333333333333,"evidence":"••method: sum of component points, capped at 1.0
model score-pe-1
Acquisition appetite8 · LOW: as of: 2026-09-23items: [{"code":"ADD_ONS_12M","points":0.08,"evidence":["••• Locked"]}]method: sum of component points, capped at 1.0
model score-pe-1
Profile completeness67 · ELEVATED: as of: 2026-09-23items: [{"code":"FIELDS_PRESENT","points":0.6666666666666666,"evidence":["website","funmethod: sum of component points, capped at 1.0
missing: description, stated criteria, lenders, lps
model score-pe-1
Fund deployment activity100 · HIGH: as of: 2026-09-23items: [{"code":"FUNDS_DEPLOYING","points":0.7,"caution":"deployment state is read frommethod: sum of component points, capped at 1.0
model score-pe-1

Across DFX

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

Record

First observed: Sep 13, 2026
Last observed: 6 days ago
Observations: 25
Sources: 3
Open research tasks: 2

Reading this profile

Reported gross assets are what an adviser told the SEC a fund held on a date. They are not the fund’s size and not dry powder. RAUM is a regulatory measure of the adviser, not capital available to invest.

A section that says nothing has been collected means exactly that: the graph has not read that kind of record for this firm yet.

Across the graphs

H••••••••• I••••••••• P••••••• 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.

Checking your plan…