DFX Intelligence
Private Equity Intelligence
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Firms / K•• C••••••
K•• C••••••
K•• C•••••• (Tampa, FL) is a private equity firm serving family- and founder-owned, lower middle-market companies.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.30bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 3 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- May 29, 2019 to Mar 28, 2024
- RAUM
- $734Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $299Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $299Mevery private fund type, latest filing
- 2024 PE fund GAV
- $299Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $299M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 4
- Employees
- 19
- Headquarters
- Tampa, FL
- Office address
- 4030 W. BOY SCOUT BLVD., SUITE 925, Tampa, FL, 33607
- Business phone
- 813-222-0160
Stated criteria beside observed behaviour
1 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
- $4.0M to $20.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- not stated or not yet read
Observed from deals on record
- roles
- unknown 1
- period
- to unknown, from unknown, undated holdings 1, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 1
- companies
- 1
- geography
- investments
- 1
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, 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
1 companies on the graph (0 transactions); no dated observations
Funds
4 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| K•• C•••••• F••• V• L••• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $69.4M as of Mar 28, 2024 | no Form D | Unknown | |
| K•• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $186M as of Mar 28, 2024 | no Form D | Active deployment | |
| K•• C•••••• F••• I••• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $43.7M as of Mar 28, 2024 | no Form D | Mature | |
| K•• C•••••• F••• I•• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $0 as of Mar 31, 2023 | no Form D | Wound down |
Team
4 current, 1 former
Partner (3)
- I•• W•••••• L•••••••• D••••• · Member · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• B•••• D•••••• · Member · since Jul 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K••• P•••••• M••••• · Partner / Limited Partner · since Mar 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)
- J••• H••••• M•••• · Chief Compliance Officer · since Dec 1, 2021 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)
- B•••• A•••• F••• · Chief Compliance Officer · May 1, 2019 to Mar 31, 2022 Inference
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| H•••• D•••••• | Role unknown | active | unknown | unknown | unknown | Fact Investment organization websites (team, portfolio, strategy, criteria, news) |
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
1 relationships
Placement agents (1)
- A••••• A••••••• I••• 2 shared · recurring · last Jan 1, 2023
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
- May 29, 2019K•• C•••••• first filed Form ADV in the extract (IA)
Across the graphs
K•• C•••••• 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.
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