DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / P••• R••• C•••••• L••
P••• R••• C•••••• L••
Private credit manager · probableMiddle marketAustin, TXp•••••••••.comSEC registered investment adviser
Decades-long track record of success. Institutional processes, infrastructure, and sector expertise built to support our management teams across strategies and industries. A consistent, proven track record of driving growth.
Classification
- Class
- Private credit managerprobable, confidence 70%
- Basis
- R2: 11 of 17 private equity vehicles are named credit
- Size band
- Middle marketdefined by: proxy: $4.52bn Private Equity Fund GAV on the Form ADV filed 2024-04-30
- Strategies
- PRIVATE CREDIT, REAL ESTATE PE
Classification history (1)
- Sep 13, 2026Private credit manager (probable, 70%, cls-pe-1)R2: 11 of 17 private equity vehicles are named credit
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 21, 2012 to Apr 30, 2024
- RAUM
- $4.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 22
- PE fund GAV, latest filing
- $4.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $4.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $4.5Bsum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-04-30, latest gav Private Equity Fund $4.5B, latest counts Private Equity Fund 22, lifetime distinct Private Equity Fund 22
- Employees
- 54
- Headquarters
- Austin, TX
- Office address
- 13413 GALLERIA CIRCLE, SUITE Q-300, Austin, TX, 78738
- Business phone
- 512-765-6520
Stated criteria beside observed behaviour
39 observed deals
Stated by the firm
- Sectors
- infrastructure, software
- Geography
- not stated or not yet read
- Revenue
- $50.0M to $1.5B
- 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
- P••• R••• focuses on investing in opportunities where we can support senior management in driving rapid growth in revenue and profit improvement through operational and strategic initiatives.
Observed from deals on record
- roles
- unknown 39
- period
- to unknown, from unknown, undated holdings 39, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 39
- companies
- 39
- geography
- count 1, share 0.026, value NJ
- investments
- 39
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.026, value software, examples Aegis Industrial Software, count 1, share 0.026, value specialty distribution, examples Hasa, count 1, share 0.026, value industrial manufacturing, examples Berner Food & Beverage, count 1, share 0.026, value financial services, examples Highline
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.026, value software, examples Aegis Industrial Software, count 1, share 0.026, value misc durable wholesale, examples Hasa, count 1, share 0.026, value beverage manufacturing, examples Berner Food & Beverage, count 1, share 0.026, value financial services, examples Highline
39 companies on the graph (0 transactions); most in software (1); no dated observations
Funds
22 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| P••• R••• C•••••• C••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $63.0M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I•••• N•• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $48.7M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I•• N•• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $47.1M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I•••• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $38.0M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I•••• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $1.3M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• E•••••••• C••••• F••• I•• L• ADV: Private Equity Fund | Credit fund | 2024 first reported on Form ADV | $1.0M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.1B as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• F••• I•••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $412M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• R••• E••••• F••• I• L• ADV: Private Equity Fund | Real estate fund | 2021 first reported on Form ADV | $79.7M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• E•••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | 2021 first reported on Form ADV | $23.4M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I• N•• L• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $18.1M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I••• N•• L• ADV: Private Equity Fund | Credit fund | 2021 first reported on Form ADV | $10.2M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• E•••••••• R••• E••••• F••• I• L• ADV: Private Equity Fund | Real estate fund | 2021 first reported on Form ADV | $2.9M as of Apr 30, 2024 | no Form D | Active deployment | |
| P••• R••• C•••••• E•••••••• F••• I• L• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $23.1M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• E•••••••• C••••• F••• I• L• ADV: Private Equity Fund | Credit fund | 2018 first reported on Form ADV | $2.6M as of Apr 30, 2024 | no Form D | Harvest | |
| P••• R••• C•••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2017 first reported on Form ADV | $992M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• F••• I••• L• ADV: Private Equity Fund | Feeder or parallel | 2017 first reported on Form ADV | $147M as of Apr 30, 2024 | no Form D | Unknown | |
| P••• R••• C•••••• C••••• F••• I• L• ADV: Private Equity Fund | Credit fund | 2017 first reported on Form ADV | $101M as of Apr 30, 2024 | no Form D | Harvest | |
| P••• R••• C•••••• C••••• F••• I••• L• ADV: Private Equity Fund | Credit fund | 2017 first reported on Form ADV | $16.0M as of Apr 30, 2024 | no Form D | Harvest | |
| P••• R••• C•••••• E•••••••• F••• L• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $6.4M as of Apr 30, 2024 | no Form D | Harvest | |
| P••• R••• C•••••• F••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $355M as of Apr 30, 2024 | no Form D | Harvest | |
| P••• R••• C•••••• F••• a• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $65.2M as of Apr 30, 2024 | no Form D | Harvest |
Team
28 current, 1 former
Managing partner (2)
- A•••••• K• D••••••• · Chief E•••••••• Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• M••••••• · President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (19)
- A••• D•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•••••• K• D••••••• · Member · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••• A•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••• I••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- G••••••• d• L•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••• M•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• G••••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••••• C••••••• · Senior Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- K••••• C•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• G••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••• J••• L•••••• · Member And Managing Director · since Jul 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P•••••• T••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•• H•••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• F•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• W••••• D••••••• · Member · since Jun 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••• C••••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• M•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••••• M•••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- Y••• R••••• · Managing Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (2)
- K•• R••• · E•••••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••• P•••••• · E•••••••• Director · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (2)
- S••••• E••••• M••••••• · Trustee · since Aug 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••• B••• M••••••• · Trustee · since Aug 1, 2007 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- J••• S•••• · Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• C••• · Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• C••• · Chief Financial Officer And Chief Compliance Officer · since Oct 1, 2012 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)
- T•••••• F•••••••• K•••• · Member And Managing Director · Jul 1, 2012 to Mar 3, 2014 Inference
Portfolio
39 relationships, 0 platforms, 0 add-ons
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
6 disclosed
- C••••••••• S•••• T•••••••• R••••••••• S••••• in P••• R••• C•••••• C••••• F••• I• L• $20.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in P••• R••• C•••••• F••• I• L• $80.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in P••• R••• C•••••• F••• I•• L• $200M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• $200M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in P••• R••• C•••••• F••• L• $50.0M calstrs.com
- C••••••••• S•••• T•••••••• R••••••••• S••••• in P••• R••• R••• E••••• F••• I• L• $15.0M calstrs.com
Events
60 most recent
- Aug 5, 202608/05/2026 ISMG announces strategic growth investment from an affiliate of P••• R••• Capital
- Jul 2, 202607/02/2026 P••• R••• Capital affiliate completes acquisition of Asembia
- Jul 1, 202607/01/2026 P••• R••• Capital affiliate sells SAM to New Mountain Capital
- Jun 16, 202606/16/2026 R•••••••• M•••••• C••••••••• acquires ClarityChem, Inc.
- Jun 3, 202606/03/2026 P••• R••• Capital affiliate completes acquisition of Dalziel
- Apr 17, 202604/17/2026 P••• R••• Capital affiliate completes previously announced sale of S•••••• B••••••• S•••••• to Enverus, a Blackstone company
- Apr 2, 202604/02/2026 P••• R••• Capital affiliate completes acquisition of the Employee Health and Safety software business of UL Solutions
- Mar 31, 2026P••• R••• C•••••• L••: Private Equity Funds on Form ADV 22 (2024 extract) -> 29 (roster 2026-09-01)
- Mar 26, 202603/26/2026 P••• R••• Capital affiliate sells C••••••• to Etna Capital
- Mar 10, 202603/10/2026 R•••••••• M•••••• C••••••••• acquires Solid Blend Water Management Solutions
- Feb 20, 202602/20/2026 P••• R••• Capital affiliate signs definitive agreement to acquire the Employee Health and Safety software business of UL Solutions
- Jan 27, 202601/27/2026 A•••• S••••••• completes acquisition of Simio
- Aug 28, 202508/28/2025 R•••••••• M•••••• C••••••••• acquires Decon Water Technologies
- Aug 25, 202508/25/2025 T•••• completes the acquisition of Logix ITS
- Aug 21, 202508/21/2025 P••• R••• Capital affiliate completes acquisition of A•••• S•••••••
- Jul 28, 202507/28/2025 P••• R••• Capital affiliate sells S•••••• D•••••• to Levine Leichtman Capital Partners
- Jun 30, 2025C••••••••• S•••• T•••••••• R••••••••• S••••• reports P••• R••• Capital Fund IV LP: $200,000,000 committed, vintage 2025, net IRR 0.0%Lp commitment disclosedFactC••••••••• S•••• T•••••••• R••••••••• S•••••Public pension private-markets disclosures, read through the venture lane's LP report tape
- Jun 16, 202506/16/2025 P••• R••• Capital affiliate sells A••••• S••••••• to Vista Equity Partners
- May 19, 202505/19/2025 R•••••••• M•••••• C••••••••• acquires Comprehensive Chemical and Water Treatment
- May 14, 202505/14/2025 R•••••••• M•••••• C••••••••• acquires OCS Chemical Engineering
- Apr 22, 202504/22/2025 MCG strengthens its growth positioning with P••• R••• Capital partnership
- Mar 3, 202503/03/2025 P••• R••• Capital affiliate completes acquisition of B••••••••• C•••
- Dec 19, 202412/19/2024 P••• R••• Capital affiliate completes the acquisition of T••••
- Oct 4, 202410/04/2024 H••••••••• acquires SS White Dental
- Oct 1, 202410/01/2024 C••••••• completes carve-out from Mojix S•••••••
- Sep 23, 202409/23/2024 P••• R••• R••• E••••• affiliate closes sale of Central Texas I••••••••• Portfolio
- Sep 18, 202409/18/2024 R•••••••• M•••••• C••••••••• acquires I••••••••• Water Technologies Inc.
- Sep 3, 202409/03/2024 R•••••••• M•••••• C••••••••• acquires Norkem Group
- Jul 19, 202407/19/2024 The T•••••••• Companies completes the acquisition of certain assets of Supply Source Enterprises, Inc.
- Jun 3, 202406/03/2024 P••• R••• Capital affiliate completes previously announced acquisition of H•••••••••
- Apr 30, 202404/30/2024 A••••• S••••••• acquires Label Traxx
- Apr 11, 202404/11/2024 P••• R••• Capital affiliate signs definitive agreement to acquire H•••••••••
- Mar 13, 202403/13/2024 P••• R••• Capital affiliate acquires leading food ingredient and flavors platform C••••••••• C••••• F••••• • F••••••
- Mar 11, 202403/11/2024 P••• R••• Capital affiliate closes sale of P•••••• H•••••••••, Inc. to Elevance Health
- Feb 12, 202402/12/2024 SAM Companies acquires P••••••••Point
- Jan 5, 202401/05/2024 P••• R••• Capital affiliate sells P•••••• H•••••••••, Inc. to Elevance Health
- Oct 27, 202310/27/2023 SAM Companies acquires Wellston Associates
- Aug 4, 202308/04/2023 P••• R••• Capital affiliate completes previously announced acquisition of R•••••••• M•••••• C•••••••••
- Aug 1, 202308/01/2023 CollegeNET receives strategic growth investment from an affiliate of P••• R••• Capital
- Jul 27, 202307/27/2023 P••• R••• Capital affiliate signs definitive agreement to acquire R•••••••• M•••••• C•••••••••
- May 22, 202305/22/2023 SAM Companies acquires MTPLS Surveying & Mapping
- May 8, 202305/08/2023 SAM Companies acquires GeoSolutions
- Apr 3, 202304/03/2023 SAM Companies acquires Carolina Surveying Services
- Mar 31, 202303/31/2023 The T•••••••• Companies completes acquisition of Monarch Global B•••••
- Mar 20, 202303/20/2023 Z•••• Brothers acquires Vintage F••• Corp.
- Mar 10, 202303/10/2023 SAM Companies acquires Axis Survey & Mapping
- Feb 7, 202302/07/2023 The T•••••••• Companies completes acquisition of Innocore Sales & Marketing
- Jan 31, 202301/31/2023 P••• R••• Capital affiliate 626 Imaging Services completes acquisition of Medical Imaging Solutions and Mountain States Biomedical Services
- Dec 21, 202212/21/2022 P••• R••• Capital affiliate completes acquisition of S•••••• S•••••••••
- Oct 18, 202210/18/2022 SAM Companies acquires Echezabal & Associates
- Oct 3, 202210/03/2022 P••• R••• Capital affiliate completes acquisition of S•••••• B••••••• S••••••
- Aug 22, 202208/22/2022 P••• R••• Capital continues team expansion; promotes new Managing Director, Principals, Vice President
- Aug 16, 202208/16/2022 P••• R••• Capital affiliate completes acquisition of The T•••••••• Companies
- Aug 8, 202208/08/2022 SAM Companies acquires Linewise Aerial
- Jun 23, 202206/23/2022 Passport Technology receives strategic growth investment from an affiliate of P••• R••• Capital
- Jun 22, 202206/22/2022 P••• R••• Capital affiliate sells T•• C•••• to General M••••
- Jun 2, 202206/02/2022 P••• R••• Capital affiliate completes acquisition of 626 Imaging Services
- May 11, 202205/11/2022 General M•••• announces definitive agreement to acquire T•• C••••
- May 10, 202205/10/2022 P••• R••• Capital Affiliate Completes Acquisition Of Mojix
- Feb 11, 202202/11/2022 P••• R••• Capital affiliate completes acquisition of Z•••• Brothers
Across the graphs
P••• R••• C•••••• L•• is the same institution as 4 records in Independent Sponsors, RIA and Wealth, Allocators and Private Credit.
Independent Sponsors1RIA and Wealth1Allocators1Private Credit1
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.
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