DFX Intelligence
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C•••••••• C••••••• L•••
Hybrid managerClassification probableunsized· New York, NY
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $148M
- PE funds
- 3
- Investments held
- 3 of 3
- Deals, last 12 months
- 7
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 5 deals180 days
5 deals since 21 Apr 2026: bought I••••••• I••••••••• (sponsor sale, 10 Jun), V•••••• I••••••••• S•••••• L•• (platform, 5 May) and V•••••• I••••••••• S•••••• L•• (majority stake, 5 May).
What it is buying now is the best guide to what it will buy next.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 14, 2026Hybrid manager (probable, 65%)Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)RAUM $148M · 3 PE funds · filed Aug 25, 2026ShowHide
- Adviser type
- unknown
- Form ADV filings
- ? to Aug 25, 2026
- RAUM
- $148Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $148Mevery 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
- unknown
- Employees
- unknown
Stated criteria beside observed behaviour3 of 8 criteria stated · 3 observed dealsShowHide
Stated by the firm
- Sectors
- Industrials
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- up to $75.0M
- 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
- 3 companies, 3 holdings, 7 transactions
- Period
- 2025 to 2026 (10 dated observations)
- Most deals
- Industrial manufacturing (1 of 3, e.g. Isolatek International), tech enabled services (1 of 3), business services (1 of 3)
- Subsectors
- Other professional services (1 of 3)
- Deal roles
- 3 platforms
- Add-ons per platform
- 0 add-ons per platform
- Control
- 3 control
- Where
- Nj (1 of 3), az (1 of 3)
- Bought from
- 2 sponsor
- By year
- 2025: 1 platform, 1 other deal; 2026: 2 platforms, 2 exits, 1 other deal
- Repeat counterparties
- S•••••• C•••••• M••••••••• L•• (lender) on 3 deals, R•• C•••••• M••••••• L•• (buy-side adviser) on 2 deals, J• P• M••••• (lender) on 2 deals and L••• A••••• P•••••• C••••• A•••••• L•• (lender) on 2 deals
3 companies on the graph (7 transactions); most in industrial manufacturing (1); 3 platforms and 0 add-ons; observed 2025 to 2026
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.
0 families, 0 vehicles on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS). A person named by two sources under two spellings is shown once, with both sources.
3 current, 0 former
- Managing Partner
- Partner
- Investment Partner
Full team · 3 peoplegrouped by role, with sources
Managing partner (1)
- A••• R••• · Managing Partner · start date unknown Press release
Partner (2)
- R•••• B••••• · Partner · start date unknown Press release Press release
- R•••• B••••••• · Investment Partner · start date unknown Press release
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. 3 portfolio relationships and 7 transactions are on this record.
7 on record, newest first · 3 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | I••••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | active held 4 months | A••• R••• (confirmed) | c•••••••••.com |
| May 5, 2026 | V•••••• I••••••••• S•••••• L•• | Platform acquisition | Sponsor | active held 5 months | R•••• B••••• (confirmed) | stelluscapital.com |
| May 5, 2026 | V•••••• I••••••••• S•••••• L•• | Majority investment | Sponsor (confirmed) | not in the portfolio read | unknown | stelluscapital.com |
| Apr 21, 2026 | I••••••• I••••••••• | Platform acquisition | Sponsor | not in the portfolio read | unknown | c•••••••••.com |
| Apr 21, 2026 | I••••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | not in the portfolio read | unknown | c•••••••••.com |
All 7 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | I••••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | active held 4 months | A••• R••• (confirmed) | c•••••••••.com |
| May 5, 2026 | V•••••• I••••••••• S•••••• L•• | Platform acquisition | Sponsor | active held 5 months | R•••• B••••• (confirmed) | stelluscapital.com |
| May 5, 2026 | V•••••• I••••••••• S•••••• L•• | Majority investment | Sponsor (confirmed) | not in the portfolio read | unknown | stelluscapital.com |
| Apr 21, 2026 | I••••••• I••••••••• | Platform acquisition | Sponsor | not in the portfolio read | unknown | c•••••••••.com |
| Apr 21, 2026 | I••••••• I••••••••• | Sponsor to sponsor | Sponsor (confirmed) | not in the portfolio read | unknown | c•••••••••.com |
| Nov 4, 2025 | F•••• S•••••• | Platform acquisition | Sponsor | not in the portfolio read | unknown | stelluscapital.com |
| Nov 4, 2025 | F•••• S•••••• | Majority investment | Sponsor (confirmed) | active held 11 months | R•••• B••••• (confirmed) | stelluscapital.com |
Placement agents, lenders, advisers and co-investors
17 relationships
Lenders (3)
- S•••••• C•••••• M••••••••• L•• 3 shared · strong · last May 5, 2026
- L••• A••••• P•••••• C••••• A•••••• L•• 2 shared · recurring · last Jun 10, 2026
- J• P• M••••• 2 shared · recurring · last Jun 10, 2026
Financial advisers (5)
- R•• C•••••• M••••••• L•• 2 shared · recurring · last Jun 10, 2026
- E••••••• 2 shared · recurring · last Jun 10, 2026
- L••• S••••••••• L•• 1 shared · one time · last May 5, 2026
- S••••••• A••••••• 1 shared · one time · last Nov 4, 2025
- T• C•••• 1 shared · one time · last Nov 4, 2025
Legal advisers (4)
- L•••••• W•••••••• L•• 1 shared · one time · last Nov 4, 2025
- W••••••• L•• 1 shared · one time · last May 5, 2026
- B•••• L•• 1 shared · one time · last May 5, 2026
- G•••••• D••• • C••••••• L•• 1 shared · one time · last Apr 21, 2026
Co-investors (5)
- G•••••• D••• • C••••••• L•• 1 shared · one time · last Apr 21, 2026
- J••• M••••• 1 shared · one time · last Apr 21, 2026
- L••• A••••• P•••••• C••••• A•••••• L•• 1 shared · one time · last Apr 21, 2026
- R•• C•••••• M•••••• 1 shared · one time · last Apr 21, 2026
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Nov 4, 2025
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
6 not already shown above, of 11 most recent
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Apr 6, 2026••• Locked
Full timeline · 11 eventsnewest first, including the LP commitments and deals above
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Jun 10, 2026••• Locked
- May 5, 2026••• Locked
- Apr 29, 2026••• Locked
- Apr 21, 2026••• Locked
- Apr 6, 2026••• Locked
- Nov 4, 2025••• Locked
- Sep 17, 2025••• Locked
Across the graphs
C•••••••• C••••••• L••• 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.
Checking your plan…
Not yet on record: PE fund assets.