DFX Intelligence
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L•• P•••••••• L••
Buyout firmClassification probableLower middle marketSEC registered investment adviser· White Plains, NYl•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $554M
- PE fund assets
- $554M
- PE funds
- 3
- Investments held
- 4 of 18
- Deals, last 12 months
- 0
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
Why this matters
- EBITDA from $15.0MSectors consumerControl minority
- Graphs 2
- Lenders 1Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 3 in historyShowHide
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.55bn Private Equity Fund GAV on the Form ADV filed 2024-03-11
Classification history (3)
- Sep 16, 2026
- Sep 16, 2026
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 12 of 12 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
- Feb 14, 2012 to Mar 11, 2024
- RAUM
- $554Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $554Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $554Mevery private fund type, latest filing
- 2024 PE fund GAV
- $554Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-11, latest gav Private Equity Fund $554M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 12
- Employees
- 7
- Headquarters
- White Plains, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
17 observed deals
Stated by the firm
- Sectors
- consumer
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- from $15.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- minority
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 15, platform 3
- period
- to 2018-05-24, from 2012-12-11, undated holdings 13, dated observations 9
- window
- last 2018-05-24, first 2012-12-11
- control
- control 3, unknown 15
- companies
- 17
- geography
- investments
- 18
- seller kinds
- transactions
- 4
- cadence by year
- 2012 other deals 1, 2013 platforms 1, 2016 platforms 1, 2018 platforms 1
- platform add on
- add ons 0, platforms 3, add ons per platform 0
- sector known for
- 11
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.235, value industrial manufacturing, examples Au Bon Pain, PVH, Pro-Line International, Regent Lighting, count 4, share 0.235, value consumer services, examples Beachbody, Newfit, Life TIme, Fitness Connection, count 1, share 0.059, value healthcare services, examples Schweiger Dermatology Group, count 1, share 0.059, value consumer products, examples Dr. Leonard’s Healthcare, count 1, share 0.059, value specialty distribution, examples Ariat
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 4, share 0.235, value fitness recreation, examples Beachbody, Newfit, Life TIme, Fitness Connection, count 3, share 0.176, value miscellaneous manufacturing, examples PVH, Pro-Line International, Regent Lighting, count 1, share 0.059, value food manufacturing, examples Au Bon Pain, count 1, share 0.059, value outpatient specialty clinics, examples Schweiger Dermatology Group, count 1, share 0.059, value consumer products, examples Dr. Leonard’s Healthcare, count 1, share 0.059, value misc durable wholesale, examples Ariat
17 companies on the graph (4 transactions); most in industrial manufacturing (4); 3 platforms and 0 add-ons; observed 2012 to 2018
Funds
12 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| L•• L••• T••• F•••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2020 first reported on Form ADV | $60.7M as of Mar 11, 2024 | no Form D | Active deployment | |
| L•• P••••••• I••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $477M as of Mar 11, 2024 | no Form D | Unknown | |
| R••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $63.1M as of Mar 29, 2019 | no Form D | Wound down | |
| P••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2016 first reported on Form ADV | $60.3M as of Mar 29, 2019 | no Form D | Wound down | |
| L•• P••••••• I•• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2016 first reported on Form ADV | $15.9M as of Mar 11, 2024 | no Form D | Unknown | |
| L•• P••••••• I• ••••••••• L•••• L••• ADV: Private Equity Fund | Co-investment vehicle | 2013 first reported on Form ADV | $33.5M as of Mar 30, 2020 | no Form D | Wound down | |
| L•• P••••••• I• ••••• L••• ADV: Private Equity Fund | Feeder or parallel | 2013 first reported on Form ADV | $28.9M as of Mar 29, 2019 | no Form D | Wound down | |
| L•• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $469M as of Mar 29, 2019 | no Form D | Wound down | |
| L•• P••••••• I• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $27.0M as of Mar 29, 2019 | no Form D | Wound down | |
| L•• P•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $16.6M as of Mar 29, 2018 | no Form D | Wound down | |
| L•• P••••••• ••••••••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $813,238 as of Mar 29, 2018 | no Form D | Wound down | |
| L•••••• I••••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $661,047 as of Mar 29, 2018 | no Form D | Wound down |
Team
15 current, 4 former
Managing partner (4)
- D•••• A••• L••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••• L••••• · Co-Founder and Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- D•••• L••••• · co-founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- H•••• J••••• N•••••• · Co-Founder · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (6)
- D•••• A••• L••••• · Member · since Dec 1, 2016 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••• L••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K••••• H••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- K••••• H••••• · a partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••• C•••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P••• M••••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (3)
- B•• S••••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• R•••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• B••••• · Operating Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- A••••••• C••••• S••••• · Chief Compliance Officer · since Feb 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E•••••• R••• · Director of Operations · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
4 former (kept with end dates)
- H•••• J••••• N•••••• · Partner · Dec 1, 2005 to Mar 30, 2020 Inference
- B•••••• E• C••••••• · Chief Operating Officer/Chief Compliance Officer · Nov 1, 2010 to Mar 30, 2023 Inference
- F•••• S••••• · Chief Financial Officer · Aug 1, 2015 to Mar 30, 2020 Inference
- N••••• C•••••••• C••• · Chief Financial Officer · Jun 1, 2013 to Mar 28, 2016 Inference
Portfolio
18 relationships, 3 platforms, 0 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| May 24, 2018 | Platform acquisition | S•••••••• D••••••••• G•••• | Sponsor (confirmed) | l•••••••••.com |
| Sep 7, 2016 | Platform acquisition | N••••• | Sponsor (confirmed) | l•••••••••.com |
| Oct 1, 2013 | Platform acquisition | F•••••• C••••••••• | Sponsor (confirmed) | l•••••••••.com |
| Dec 11, 2012 | Growth investment | B•••••••• | Sponsor (confirmed) | l•••••••••.com |
Placement agents, lenders, advisers and co-investors
3 relationships
Placement agents (1)
- C••••• S••••• S••••••••• •••• L•• 2 shared · recurring · last Jan 1, 2012
Lenders (1)
- G•••• C•••••• 1 shared · one time · last Oct 1, 2013
Legal advisers (1)
- K••••••• • E•••• L•• 1 shared · one time · last Sep 7, 2016
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
24 most recent
- Feb 15, 2022T•••• J••• Appoints Former PVH CEO M•••• C•••••• to Its Board of Directors in Conjunction With a Strategic Investment by L•• P•••••••
- Feb 4, 2019L•• P••••••• Exits Investment in F•••••• C•••••••••
- May 24, 2018S•••••••• D••••••••• G•••• Announces $100 Million Investment from L•• P•••••••
- May 24, 2018S•••••••• D••••••••• G•••• Announces $100 Million Investment from L•• P•••••••
- Sep 7, 2016L•• P••••••• Invests in N••••• to Accelerate Expansion of the F•••••• C••••••••• Health Club ChainPlatform investmentFactN•••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Sep 7, 2016L•• P••••••• Invests in N••••• to Accelerate Expansion of the F•••••• C••••••••• Health Club Chain
- Mar 16, 2016L••• T••• F•••••• Enters Into Definitive Agreement To Be Acquired
- Sep 15, 2015D•••••• H••• Sells 15 Percent Stake to L•• P•••••••
- Oct 1, 2013LNK Teams With Management To Acquire F•••••• C•••••••••
- Oct 1, 2013LNK Teams With Management To Acquire F•••••• C•••••••••
- Sep 12, 2013Former Yankee Candle CEO C•••• R•••• Joins L•• P•••••••
- Dec 11, 2012L•• P••••••• Makes Minority Growth Capital Investment in B•••••••• to Accelerate Expansion of Leading Creator of F•••••• and Weight-Loss Solutions
- Dec 11, 2012L•• P••••••• Makes Minority Growth Capital Investment in B•••••••• to Accelerate Expansion of Leading Creator of F•••••• and Weight-Loss Solutions
- Aug 1, 2012L•• P••••••• Closes Second $400 Million Fund Dedicated To Investments In Consumer And Retail Businesses
- Jun 6, 2012A•••• International Announces Private Sale Agreement
- Feb 14, 2012L•• P•••••••• L•• first filed Form ADV in the extract (IA)
- Jun 29, 2011LNK Invests $68 Million in N•••••• F••• H•••••••
- Sep 21, 2010L•• P••••••• Names K••••• H••••• a Managing Director
- Mar 15, 2010P•••lips-Van Heusen Corporation To Acquire T•••• Hilfiger B.V. For Approximately $3.0 Billion
- Oct 30, 2008Leading Consumer Products CEO P••• M••••••• Joins L•• P•••••••
- Sep 4, 2008LNK Promotes Jeff Perlman to Partner
- Mar 4, 2008A• B•• P••• Acquisition by L•• P••••••• and Management Closes
- Nov 15, 2006LNK Leads Investment in A•••• To Support Continued Growth Of P••••••••• Equestrian Brand
- Mar 29, 2006L•• P••••••• Closes $400 Million Fund Dedicated To Investments in Consumer and Retail Businesses
Across the graphs
L•• P•••••••• 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.
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