DFX Intelligence
Private Equity Intelligence
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Firms / I•••••••• E••••• L•
I•••••••• E••••• L•
I•••••••• Equity is a leading private equity firm based in Los Angeles & Chicago dedicated to investing in the knowledge economy and people-based businesses.
Classification
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 3 of 3 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: $0.18bn Private Equity Fund GAV on the Form ADV filed 2024-03-28
Classification history (1)
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 3 of 3 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
- Jun 28, 2023 to Mar 28, 2024
- RAUM
- $414Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 3
- PE fund GAV, latest filing
- $178Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $178Mevery private fund type, latest filing
- 2024 PE fund GAV
- $178Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-28, latest gav Private Equity Fund $178M, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 11
- Headquarters
- Los Angeles, CA
- Office address
- 11911 SAN VICENTE BLVD., SUITE 310, Los Angeles, CA, 90049
- Business phone
- 310-598-1848
Stated criteria beside observed behaviour
11 observed deals
Stated by the firm
- Sectors
- not stated or not yet read
- Geography
- not stated or not yet read
- Revenue
- $15.0M to $150M
- 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
- We focus on dynamic companies in the knowledge economy whose greatest asset is their people.
Observed from deals on record
- roles
- add on 4, unknown 3, platform 3
- period
- to 2025-10-04, from 2022-01-07, undated holdings 2, dated observations 17
- window
- last 2025-10-04, first 2022-01-07
- control
- control 7, unknown 3
- companies
- 11
- geography
- count 1, share 0.091, value TX
- investments
- 10
- seller kinds
- transactions
- 9
- cadence by year
- 2022 add ons 2, platforms 2, 2024 add ons 1, platforms 1, 2025 add ons 2, other deals 1
- platform add on
- add ons 4, platforms 3, add ons per platform 1.33
- sector known for
- 4
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.364, value business services, examples VeloSource, Lovelytics, Ragnarok, Bent Tree Partners, LLC
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 2, share 0.182, value management consulting, examples Lovelytics, Bent Tree Partners, LLC, count 1, share 0.091, value staffing, examples VeloSource, count 1, share 0.091, value advertising marketing, examples Ragnarok
11 companies on the graph (9 transactions); most in business services (4); 3 platforms and 4 add-ons; observed 2022 to 2025
Funds
3 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| I•••••••• F••• I• L• ADV: Private Equity Fund | buyout or unlabelled | unknown | $98.5M as of Mar 28, 2024 | no Form D | Early deployment | |
| I•••••••• F••• I•• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $74.1M as of Mar 28, 2024 | no Form D | Early deployment | |
| I•••••••• E•••••••• F••• I• L• ADV: Private Equity Fund | Feeder or parallel | unknown | $5.7M as of Mar 28, 2024 | no Form D | Early deployment |
Team
11 current, 0 former
Partner (6)
- M•••••• J•••• O•••• · Managing Director · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• O•••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•• Z•••••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R••••• A••• Z•••••••• · Manager · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S••••• J••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S••••• M••• J••••• · Managing Director · since Jan 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (1)
- J••• C•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- J••• K••••••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- J••• M•••• · OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•• H•••• · OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (1)
- A••••• R•••••• · EXECUTIVE ASSISTANT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Portfolio
10 relationships, 3 platforms, 4 add-ons
Transactions
9 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Oct 4, 2025 | Growth investment | V••••••••• | Sponsor (confirmed) | i•••••••••.com |
| Mar 12, 2025 | Add-on acquisition | R••••••• | Sponsor (derived) | i•••••••••.com |
| Feb 1, 2025 | Add-on acquisition | D••••••••• | Co-investor (confirmed) | i•••••••••.com |
| Jun 13, 2024 | Add-on acquisition | S••• | Sponsor (derived) | i•••••••••.com |
| Jan 23, 2024 | Platform acquisition | B••• T••• P•••••••• L•• | Sponsor | stelluscapital.com |
| Dec 14, 2022 | Platform acquisition | I••••••• G•••• S••••••• | Sponsor (confirmed) | i•••••••••.com |
| Oct 31, 2022 | Add-on acquisition | E•• | Sponsor (derived) | applydigital.com |
| Jul 14, 2022 | Add-on acquisition | R•••• | Sponsor (derived) | applydigital.com |
| Jan 7, 2022 | Platform acquisition | A•••• D•••••• | Sponsor (confirmed) | i•••••••••.com |
Placement agents, lenders, advisers and co-investors
4 relationships
Placement agents (1)
- A••••• A••••••• I••• 3 shared · strong · last Jan 1, 2023
Lenders (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jan 23, 2024
Financial advisers (1)
- C•••••••• G•••••• C•••• 1 shared · one time · last Jan 7, 2022
Co-investors (1)
- S•••••• C•••••• M••••••••• L•• 1 shared · one time · last Jan 23, 2024
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
18 most recent
- Sep 20, 2026i••••••• g•••• s••••••• acquires healthy insights
- Sep 20, 2026lovelytics secures strategic investment from databricks ventures and interlock equity
- Sep 20, 2026interlock equity invests in i••••••• g•••• s•••••••
- Sep 20, 2026a•••• d•••••• acquires reign to further strengthen capabilities to service global brands
- Sep 20, 2026interlock equity invests in a•••• d•••••• to support global digital talent growth
- Sep 17, 2026Locum Tenens Staffing Leader V••••••••• Announces Strategic Acquisitions of Quest and Syncx to Build Enterprise Healthcare Workforce Ecosystem
- Sep 17, 2026MAPLE STREET ADVISORS JOINS I••••••• G•••• S•••••••
- Oct 4, 2025I•••••••• Equity Makes a Strategic Investment in V•••••••••
- Sep 11, 2025I•••••••• Equity Makes a Strategic Investment in V•••••••••
- Apr 2, 2025L••••••••• and Nousot Announce Merger to Form M•••et-leading Databricks C••••••••• Firm
- Mar 6, 2025A•••• D•••••• acquires R••••••• to enhance customer engagement and data-driven marketing capabilities
- Jan 30, 2025L••••••••• Announces Strategic Acquisition of D••••••••• to Expand Global Presence and Strengthen Databricks Leadership
- Jun 12, 2024A•••• D•••••• Acquires Sisu to Expand Design Capabilities for Global Clients
- Jan 22, 2024I•••••••• Equity Makes a Strategic Investment in e•••• C•••••••••
- Sep 11, 2023I•••••••• Equity Closes Its Inaugural Fund Oversubscribed at $390 Million
- Jun 28, 2023I•••••••• E••••• L• first filed Form ADV in the extract (IA)
- Dec 14, 2022I•••••••• Equity invests in I••••••• G•••• S•••••••
- Jan 7, 2022I•••••••• Equity Invests in A•••• D•••••• to Support Global D•••••• Talent Growth
Across the graphs
I•••••••• E••••• 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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