DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
C•••••••• E••••• P•••••••• L•
Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Pittsburgh, PA
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $560M
- PE fund assets
- $560M
- PE funds
- 8
- Investments held
- 10 of 12
- Deals, last 12 months
- 2
Form ADV
Form ADV
Form ADV
DFX transaction tape
DFX transaction tape
As of · identity and classification; each section below carries its own date
What matters now
- 2 deals180 days
2 deals since 8 May 2026: bought R•••••• C••••••••• (majority stake, 27 Aug) and L••• S•••••••• T••••••• (platform, 8 May).
What it is buying now is the best guide to what it will buy next.
- +2funds on Form ADV
Private equity funds on its Form ADV went from 6 to 8 (+2).
New vehicles are a new flagship's feeders, parallels and co-invest sleeves being stood up: capacity arriving before the capital is announced.
Classification, Form ADV and stated criteria
How this organization is classified, and on what basisBuyout firm · 2 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- 8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Size band
- Lower middle marketdefined by: proxy: $0.56bn Private Equity Fund GAV on the Form ADV filed 2026-04-28
Classification history (2)
- Sep 23, 2026Buyout firm (confirmed, 85%)8 of 8 distinct vehicles are sworn Private Equity Funds; 8 reported gross assets on a filing in 2022 or later
- Sep 13, 2026Buyout firm (confirmed, 85%)6 of 6 distinct vehicles are sworn Private Equity Funds; 5 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)RAUM $560M · 8 PE funds · filed Apr 28, 2026ShowHide
- Adviser type
- Registered investment adviser
- Form ADV filings
- Oct 30, 2023 to Apr 28, 2026
- RAUM
- $560Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 8
- PE fund GAV, latest filing
- $560Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $560Mevery private fund type, latest filing
- 2024 PE fund GAV
- $560Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- Private equity fund: 8 funds, $560M reported gross assets
- Employees
- 16
- Headquarters
- Pittsburgh, PA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour5 of 8 criteria stated · 12 observed dealsShowHide
Stated by the firm
- Sectors
- Industrials, manufacturing
- Geography
- Midwest, Mid-Atlantic
- Revenue
- $10.0M to $100M
- EBITDA
- $5.0M to $25.0M
- Enterprise value
- not stated or not yet read
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- On record
- 12 companies, 12 holdings, 5 transactions
- Period
- 2024 to 2026 (10 dated observations, 7 holdings undated)
- Most deals
- Industrial manufacturing (8 of 12, e.g. MindCore Technologies and Electro-Tech Industries), specialty distribution (1 of 12)
- Subsectors
- Miscellaneous manufacturing (7 of 12), misc durable wholesale (1 of 12), fabricated metal products (1 of 12)
- Deal roles
- 5 platforms, 7 with role not stated
- Add-ons per platform
- 0 add-ons per platform
- Control
- 5 control, 7 not stated
- Where
- Mt (1 of 12)
- Bought from
- 1 family
- By year
- 2024: 1 platform; 2025: 2 platforms; 2026: 1 platform, 1 other deal
12 companies on the graph (5 transactions); most in industrial manufacturing (8); 5 platforms and 0 add-ons; observed 2024 to 2026
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.
6 families, 9 vehicles on record
C•••••••• E••••• P••••••• F••• I•• L• · 3 vehicles · vintage 2024$352M
- C•••••••• E••••• P••••••• F••• I•• L• Buyout fund · 2024$286M
- C•••••••• E••••• P••••••• F••• I•••• L• Buyout fund · 2024$56.3M
- C•••••••• E••••• P••••••• F••• I•••• L• Buyout fund · 2024$9.8M
C•• F••• I• L• · 1 vehicle · vintage 2022$103M
- C•• F••• I• L• buyout or unlabelled · 2022$103M
C•• I• H•••••• L• · 1 vehicle · vintage 2021$694,702
- C•• I• H•••••• L• buyout or unlabelled · 2021$694,702
C•••••••• A•••• H••••••• L• · 1 vehicle · vintage 2021$268,726
- C•••••••• A•••• H••••••• L• Feeder or parallel · 2021$268,726
C•••••••• E••••• F••• I• · 1 vehicleno GAV reported
- C•••••••• E••••• F••• I• buyout or unlabelled
Co-investment vehicles · 2 vehicles · vintage 2025$104M
- E•• I••••••• C••••••••• L• Co-investment vehicle$56.9M
- M•• C••••••••• L• Co-investment vehicle$47.5M
View all 9 vehiclesnewest vintage first, then largest
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• E••••• P••••••• F••• I•• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $286M as of Apr 28, 2026 | $0 | Early deployment | |
| C•••••••• E••••• P••••••• F••• I•••• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $56.3M as of Apr 28, 2026 | $0 | Early deployment | |
| C•••••••• E••••• P••••••• F••• I•••• L• ADV: Private Equity Fund | Buyout fund | 2024 first reported on Form ADV | $9.8M as of Apr 28, 2026 | $0 | Unknown | |
| C•• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | 2022 Form D first sale | $103M as of Apr 28, 2026 | $68.2M | Unknown | |
| C•• I• H•••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2021 Form D first sale | $694,702 as of Apr 28, 2026 | $11.7M | Unknown | |
| C•••••••• A•••• H••••••• L• ADV: Private Equity Fund | Feeder or parallel | 2021 Form D first sale | $268,726 as of Apr 28, 2026 | $9.1M | Unknown | |
| E•• I••••••• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $56.9M as of Apr 28, 2026 | $0 | Unknown | |
| M•• C••••••••• L• ADV: Private Equity Fund | Co-investment vehicle | unknown | $47.5M as of Apr 28, 2026 | $0 | Unknown | |
| C•••••••• E••••• F••• I• | buyout or unlabelled | unknown | unknown | no reporting | no Form D | Unknown |
TeamWhere the team comes fromEach row names its source in short; hover the source for its full description. Sources on this list: Investment organization websites (team, portfolio, strategy, criteria, news); SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites). A person named by two sources under two spellings is shown once, with both sources.
14 current, 0 former
- Limited Partner · since May 1, 2023
- Member · since May 1, 2023
- Principal
- Principal
- Vice President
Full team · 14 peoplegrouped by role, with sources
Partner (2)
- B•••• R• D•••••• · Limited Partner · since May 1, 2023 Form ADV Press release
- G••••• M•••••• P•••••• · Member · since May 1, 2023 Form ADV Press release Press release
Principal (2)
- J••••• T••• · Principal · start date unknown Firm website
- T••••• S••••• · Principal · start date unknown Firm website
Vice president (5)
- A••••• L•••• · Vice President · start date unknown Firm website
- A•••••• I••••• · Senior Associate · start date unknown Firm website
- P•••• S••••• · Vice President · start date unknown Firm website
- T•••• B••• · Vice President · start date unknown Firm website
- W••• H••••••••• · Senior Associate · start date unknown Firm website
Associate (2)
- M•••••• F•••••••• · Associate · start date unknown Firm website
- Z••• N•••••• · Associate · start date unknown Firm website
Analyst (1)
- G•••••••• C••••••• · Analyst · start date unknown Firm website
Board or advisory (1)
- H•••• K••• W••••• · Trustee · since Oct 1, 2022 Form ADV
Platform (1)
- N••••••• A••••• B••••••• · Chief Financial Officer & Chief Compliance Officer · since Sep 1, 2023 Form ADV
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. 12 portfolio relationships and 5 transactions are on this record.
12 on record, newest first · 5 platforms · 0 add-ons
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | R•••••• C••••••••• | Majority investment | Sponsor (confirmed) | active held 1 months | G••••• M•••••• P•••••• (confirmed) | prnewswire.com |
| May 8, 2026 | L••• S•••••••• T••••••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
| Sep 8, 2025 | N• F••••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.0 years | B•••• D•••••• (confirmed) | c••••••••.com |
| May 21, 2025 | E••••••••• I••••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.3 years | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
| Jun 7, 2024 | I••••••••• S••••••• M••••• | Platform acquisition | Sponsor (confirmed) | active held 2.3 years | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
All 12 dealsnewest first
| Date | Company | Deal | This firm’s role | Status | Partner | Source |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | R•••••• C••••••••• | Majority investment | Sponsor (confirmed) | active held 1 months | G••••• M•••••• P•••••• (confirmed) | prnewswire.com |
| May 8, 2026 | L••• S•••••••• T••••••• | Platform acquisition | Sponsor (confirmed) | active held 5 months | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
| Sep 8, 2025 | N• F••••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.0 years | B•••• D•••••• (confirmed) | c••••••••.com |
| May 21, 2025 | E••••••••• I••••••••• | Platform acquisition | Sponsor (confirmed) | active held 1.3 years | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
| Jun 7, 2024 | I••••••••• S••••••• M••••• | Platform acquisition | Sponsor (confirmed) | active held 2.3 years | G••••• M•••••• P•••••• (confirmed) | c••••••••.com |
| date unknown | C••••• M••• L•• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A•••• I••••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
| date unknown | M••••••• T••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | C•••••• E••• M•••••••• • A••••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | A••••• H•••••• G•••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | K•••••• M•••• P••••••• | Portfolio relationship | Role unknown | active | unknown | Fact Firm website |
| date unknown | M••••• V•••• T•••••• S•••••••• | Portfolio relationship | Role unknown | exited | unknown | Fact Firm website |
Placement agents, lenders, advisers and co-investors
2 relationships
Placement agents (1)
- A•••••• F••••••••• L•• 3 shared · strong · last Jan 1, 2024
Financial advisers (1)
- L•••••• R•••• A••••••• 1 shared · one time · last Aug 27, 2026
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
10 not already shown above, of 15 most recent
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
Full timeline · 15 eventsnewest first, including the LP commitments and deals above
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Aug 27, 2026••• Locked
- May 8, 2026••• Locked
- Apr 28, 2026••• Locked
- Sep 8, 2025••• Locked
- May 21, 2025••• Locked
- Jun 7, 2024••• Locked
- Oct 30, 2023••• Locked
Across the graphs
C•••••••• E••••• 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.
Checking your plan…