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 / B••••••••• C••••••• L••
B••••••••• C••••••• L••
Partner with a team that brings more than just capital. At B•••••••••, we back bold founders with the strategy, support, and connections needed to build lasting businesses.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 4 of 5 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: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 5 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
- Mar 30, 2012 to Mar 29, 2024
- RAUM
- $430Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $24.6Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $30.8Mevery private fund type, latest filing
- 2024 PE fund GAV
- $24.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 80%
- Fund type mix
- filed 2024-03-29, latest gav Hedge Fund $6.2M, Private Equity Fund $24.6M, latest counts Hedge Fund 1, Private Equity Fund 3, lifetime distinct Hedge Fund 1, Private Equity Fund 4
- Employees
- 3
- Headquarters
- Birmingham, AL
- Office address
- 820 SHADES CREEK PKWY., STE. 1200, Birmingham, AL, 35209
- Business phone
- 205-775-7971
Stated criteria beside observed behaviour
19 observed deals
Stated by the firm
- Sectors
- building products
- 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
- unknown 19
- period
- to unknown, from unknown, undated holdings 19, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 19
- companies
- 19
- geography
- investments
- 19
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 1
- disclosed value usd
- n 0
- sector distribution
- count 1, share 0.053, value energy, examples powergen renewable energy
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 1, share 0.053, value energy, examples powergen renewable energy
19 companies on the graph (0 transactions); most in energy (1); 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 |
|---|---|---|---|---|---|---|
| T••••• R•••• P••••••• I••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.7M as of Mar 29, 2024 | no Form D | Early deployment | |
| G••••••••• N••••• H•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $2.2M as of Mar 29, 2024 | no Form D | Active deployment | |
| T••••• R•••• P•••••••• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $13.7M as of Mar 29, 2024 | no Form D | Harvest | |
| T••••• R•••• P••••••• I•• L•• ADV: Private Equity Fund | buyout or unlabelled | unknown | $902,119 as of Jun 25, 2020 | no Form D | Wound down |
Team
4 current, 1 former
Managing partner (2)
- S••••• M••••• D•••••• · Managing Member · since Aug 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• E••••• R••••• · Managing Member And Chief Compliance Officer · since Aug 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Partner (2)
- B•••• L••••• H•••••• · Member · since Aug 1, 1998 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• O••• R••• · Member · since Aug 1, 1998 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)
- D••••• B•••• H••••• · Member · Jan 1, 2015 to Mar 29, 2017 Inference
Portfolio
19 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
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
- Mar 30, 2012B••••••••• C••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
B••••••••• C••••••• 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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