DFX Intelligence
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V• S••••• C••••••
Buyout firmClassification confirmedLower middle marketSEC exempt reporting adviser· US
••• Locked
As of · identity and classification; each section below carries its own date
- PE fund assets
- $454,500
- PE funds
- 4
- Investments held
- 0 of 5
Form ADV
Form ADV
DFX transaction tape
As of · identity and classification; each section below carries its own date
Nothing material in the last 180 days. No dated change on record yet.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-11-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%)4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)4 PE funds · filed Nov 28, 2024ShowHide
- Adviser type
- Exempt reporting adviser
- Form ADV filings
- Jun 10, 2024 to Nov 28, 2024
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 4
- PE fund GAV, latest filing
- $454,500reported gross assets (Form ADV), not fund size
- All private fund GAV
- $454,500every private fund type, latest filing
- 2024 PE fund GAV
- $454,500sum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 4 funds, $454,500 reported gross assets
- Employees
- unknown
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 5 observed dealsShowHide
Stated by the firm
- Sectors
- 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
- not stated or not yet read
Observed from deals on record
- On record
- 5 companies, 5 holdings
- Deal roles
- 5 with role not stated
- Control
- 5 not stated
5 companies on the graph (0 transactions); no dated observations
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.
4 families, 4 vehicles on record
S•• S•• F••• · 1 vehicle$167,000
- S•• S•• F••• buyout or unlabelled$167,000
H•••••• · 1 vehicle$105,000
- H•••••• buyout or unlabelled$105,000
Y••••••• · 1 vehicle$100,000
- Y••••••• buyout or unlabelled$100,000
O•••••••• · 1 vehicle$82,500
- O•••••••• buyout or unlabelled$82,500
View all 4 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• S•• F••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $167,000 as of Nov 28, 2024 | no Form D | Unknown | |
| H•••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $105,000 as of Nov 28, 2024 | no Form D | Unknown | |
| Y••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $100,000 as of Nov 28, 2024 | no Form D | Unknown | |
| O•••••••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $82,500 as of Nov 28, 2024 | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites); Investment organization websites (team, portfolio, strategy, criteria, news). A person named by two sources under two spellings is shown once, with both sources.
5 current, 0 former
- Chief Executive Officer · since Oct 1, 2020
- Chief Compliance Officer / Board Chairman · since Oct 1, 2020
- Chief Technology Officer
- Chief Financial Officer · since Oct 1, 2020
- Chief Operating Officer · since Oct 1, 2020
Full team · 5 peoplegrouped by role, with sources
Managing partner (1)
- C•••••• N•••• · Chief Executive Officer · since Oct 1, 2020 Form ADV
Platform (4)
- C•••• A•• · Chief Compliance Officer / Board Chairman · since Oct 1, 2020 Form ADV Firm website
- C•••••• N•••• · Chief Technology Officer · start date unknown Firm website
- O•••••••• D••••• · Chief Financial Officer · since Oct 1, 2020 Form ADV
- R••••• A•••••• · Chief Operating Officer · since Oct 1, 2020 Form ADV 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 0 transactions are on this record.
5 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| date unknown | O•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | W•••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | Y••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | H••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
| date unknown | A•••••••• | Portfolio relationship | Role unknown | unknown | unknown | Fact Firm website |
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 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
2 most recent
Across the graphs
V• S••••• C•••••• is the same institution as 1 record in RIA and Wealth.
RIA 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…
Not yet on record: regulatory AUM, deals, last 12 months.