DFX Intelligence
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S••••• F••• A••••••••• L••
Venture firm with private equity activityClassification probableLower middle marketSEC registered investment adviser· New Orleans, LA
Venture firm with private equity activity, based in New Orleans, LA.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $299M
- PE fund assets
- $20.4M
- PE funds
- 1
- Investments held
- 1 of 1
Form ADV
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 basisVenture firm with private equity activity · 2 in historyShowHide
- Class
- Venture firm with private equity activityprobable, confidence 70%
- Basis
- The venture graph classifies the same adviser ACCELERATOR
- Size band
- Lower middle marketdefined by: proxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (2)
- Sep 13, 2026Venture firm with private equity activity (probable, 70%)The venture graph classifies the same adviser ACCELERATOR
- Sep 13, 2026Venture firm with private equity activity (probable, 70%)7 sworn Venture Capital Funds against 1 Private Equity Funds over 2011-2024
Regulatory footprint (Form ADV)RAUM $299M · 1 PE funds · filed Mar 24, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Sep 18, 2015 to Mar 24, 2026
- RAUM
- $299Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $20.4Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $356Mevery private fund type, latest filing
- 2024 PE fund GAV
- $20.4Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- Venture capital fund: 7 funds, $335M reported gross assets
- Private equity fund: 1 fund, $20.4M reported gross assets
- Employees
- 6
- Headquarters
- New Orleans, LA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · 1 observed dealsShowHide
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
- ••• Locked
Observed from deals on record
- On record
- 1 company, 1 holding
- Period
- 2023 (1 dated observation)
- Deal roles
- 1 with role not stated
- Control
- 1 not stated
- Where
- Or (1 of 1)
1 company on the graph (0 transactions); observed 2023 to 2023
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.
1 family, 1 vehicle on record
S•• 2•••• L• · 1 vehicle · vintage 2019$20.4M
- S•• 2•••• L• buyout or unlabelled · 2019$20.4M
View all 1 vehiclenewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| S•• 2•••• L• ADV: Private Equity Fund | buyout or unlabelled | 2019 year in the fund name | $20.4M as of Mar 24, 2026 | no Form D | Mature |
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). A person named by two sources under two spellings is shown once, with both sources.
4 current, 3 former
- Managing Member · since Jul 1, 2015
- Managing Member · since Jul 1, 2015
- Partner · since Mar 1, 2022
- Partner, Cco · since Mar 1, 2022
Full team · 4 peoplegrouped by role, with sources
Managing partner (2)
- J••••• H•••••• S•••••••• · Managing Member · since Jul 1, 2015 Form ADV
- T•••••• L••••• B••••• · Managing Member · since Jul 1, 2015 Form ADV
Partner (1)
- S••• O•••••• · Partner · since Mar 1, 2022 Form ADV
Platform (1)
- M•••••• P••••• · Partner, Cco · since Mar 1, 2022 Form ADV
3 former (kept with end dates)
- C••••••••• B• F••••• · Partner · Jul 1, 2017 to Mar 31, 2023 Inference
- J••• E• M••••• · Partner · Jul 1, 2019 to Mar 31, 2022 Inference
- J••• L•••• N•••••••• · Vice President · Jul 1, 2015 to Jan 20, 2017 Inference
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. 1 portfolio relationships and 0 transactions are on this record.
1 on record, newest first · 0 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Apr 11, 2023 form d related person first sale | A•••••• B••••••••• I••• | Portfolio relationship | Role unknown | active held 3.5 years | unknown | Fact DFX cross-reference |
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
1 most recent
- Sep 18, 2015••• Locked
Across the graphs
S••••• F••• A••••••••• L•• 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…
Not yet on record: deals, last 12 months.