DFX Intelligence
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C•••••••• C•••••• M••••••••• L•••••
Hybrid managerClassification probableunsized· Rocky River, OH
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $216M
- PE funds
- 3
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Latest Form D Jun 16, 2026
- Graphs 2
- Placement agents 1
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 $216M · 3 PE funds · filed May 4, 2026ShowHide
- Adviser type
- unknown
- Form ADV filings
- ? to May 4, 2026
- RAUM
- $216Mregulatory 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
- $216Mevery 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 behaviourno criteria stated · no observed deals yetShowHide
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
- not stated or not yet read
Observed from deals on record
Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.
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.
2 families, 2 vehicles on record
R•••• R•••• S••••••• O••••••••• F••• L••••••••• B• · 1 vehicle · vintage 2025no GAV reported
- R•••• R•••• S••••••• O••••••••• F••• L••••••••• B• Feeder or parallel · 2025
S••••• A• o• R•••• R•••• S••••••• O••••••••• F••• L•• · 1 vehicle · vintage 2018no GAV reported
- S••••• A• o• R•••• R•••• S••••••• O••••••••• F••• L•• buyout or unlabelled · 2018
View all 2 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| R•••• R•••• S••••••• O••••••••• F••• L••••••••• B• | Feeder or parallel | 2025 Form D first sale | unknown | no reporting | $6.3M | Fundraising |
| S••••• A• o• R•••• R•••• S••••••• O••••••••• F••• L•• | buyout or unlabelled | 2018 Form D first sale | unknown | no reporting | no Form D | Lifecycle unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. A person named by two sources under two spellings is shown once, with both sources.
0 current, 0 former
No current team member collected yet. People arrive from Form ADV Schedule A and B and from the firm’s own team page.
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. 0 portfolio relationships and 0 transactions are on this record.
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- H•••••• P•••• O••••• L•• 1 shared · one time
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
- Apr 28, 2026••• Locked
Across the graphs
C•••••••• C•••••• M••••••••• 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, investments held, deals, last 12 months.