DFX Intelligence
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Hybrid managerClassification probableunsized· US
Hybrid manager, based in US.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- Not applicable
- PE fund assets
- Not applicable
- PE funds
- Not applicable
- Investments held
- 10 of 10
- Deals, last 12 months
- 0
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What we can say about this record
We hold this organization as an identified record, with no Form ADV on record and 8 observations. No recent transaction, no vehicle in market and no stated mandate is on this record, so there is nothing here to act on today. It is still the right record for resolving this name, its filings and its relationships.
Classification
How this organization is classified, and on what basisHybrid manager · 1 in historyShowHide
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: 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 18, 2026Hybrid manager (probable, 65%, cls-pe-2)R4: Private Equity Funds are 0 of 1 distinct vehicles; hedge, securitized or liquidity vehicles 0
Regulatory footprint (Form ADV)
- Adviser type
- unknown
- Form ADV filings
- unknown
- RAUM
- unknownregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- unknown
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- unknownevery 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 behaviour
10 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
- 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
- roles
- add on 1, platform 9
- period
- to 2025-08-29, from 2015-11-10, undated holdings 1, dated observations 18
- window
- last 2025-08-29, first 2015-11-10
- control
- control 9, unknown 1
- companies
- 10
- geography
- investments
- 10
- seller kinds
- family 4, founder 1
- transactions
- 9
- cadence by year
- 2015 platforms 2, 2016 platforms 1, 2018 platforms 2, 2019 platforms 1, 2022 platforms 2, 2025 add ons 1
- platform add on
- add ons 1, platforms 9, add ons per platform 0.11
- sector known for
- 5
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.4, value industrial manufacturing, examples San Benito Shutter, Americh, Soho Myriad, Inc., Lewis Cabinet Specialties, count 1, share 0.1, value specialty distribution, examples Jetta Corporation
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.3, value miscellaneous manufacturing, examples San Benito Shutter, Americh, Soho Myriad, Inc., count 1, share 0.1, value hardware plumbing hvac wholesale, examples Jetta Corporation, count 1, share 0.1, value furniture manufacturing, examples Lewis Cabinet Specialties
10 companies on the graph (9 transactions); most in industrial manufacturing (4); 9 platforms and 1 add-ons; observed 2015 to 2025
Funds
0 on record
No fund collected for this firm yet. Funds arrive from Form ADV Schedule D 7.B.(1) and Form D filings.
Team
5 current, 0 former
Managing partner (1)
- B••••• B••••• · co-founder · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Partner (3)
- J••••• B••••••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- N••• W••• · Senior Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- W••• D•••• · a Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Vice president (1)
- G•••••• P••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Portfolio
10 relationships, 9 platforms, 1 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Aug 29, 2025 | Add-on acquisition | A•••••• | Sponsor (confirmed) | longwateropportunities.com |
| Aug 1, 2022 | Platform acquisition | I•••••• | Sponsor (confirmed) | longwateropportunities.com |
| Jul 5, 2022 | Platform acquisition | T•••••••• G•••• | Sponsor (confirmed) | longwateropportunities.com |
| Mar 14, 2019 | Platform acquisition | S••• M•••••• I••• | Sponsor (confirmed) | longwateropportunities.com |
| Oct 5, 2018 | Platform acquisition | L•••• C•••••• S••••••••• | Sponsor (confirmed) | longwateropportunities.com |
| Feb 23, 2018 | Platform acquisition | K••••••• | Sponsor (confirmed) | longwateropportunities.com |
| Apr 5, 2016 | Platform acquisition | S•• B••••• S•••••• | Sponsor (confirmed) | longwateropportunities.com |
| Dec 1, 2015 | Platform acquisition | S••••••• M••••••••• C•• | Sponsor (confirmed) | longwateropportunities.com |
| Nov 10, 2015 | Platform acquisition | M• G•••• T••••••••• | Sponsor (confirmed) | longwateropportunities.com |
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
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
8 most recent
- Aug 1, 2022••• LockedPlatform investmentFactI••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Jul 5, 2022••• Locked
- Mar 14, 2019••• Locked
- Oct 5, 2018••• Locked
- Feb 23, 2018••• LockedPlatform investmentFactK•••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Apr 5, 2016••• Locked
- Dec 1, 2015••• Locked
- Nov 10, 2015••• Locked