DFX Intelligence
Private Equity Intelligence
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Firms / O•••••••• E••••• M••••••••• L••
O•••••••• E••••• M••••••••• L••
We understand that management teams must choose to partner with us as well. O•••••••• strives to be a value-added partner, not just a checkbook, by leveraging our relationships, industry knowledge, and commercial and financial skills to facilitate a successful outcome for all.
Classification
- Class
- Buyout firmprobable, confidence 80%
- Basis
- own website statement
- Size band
- Lower middle marketdefined by: proxy: $0.15bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
Classification history (2)
- Sep 18, 2026Buyout firm (probable, 80%, cls-pe-2)own website statement“O•••••••• E••••• C•••••• is a Houston-based private equity group focused on lower, middle-market investment opportunities in the energy industry.”o•••••••••.com
- Sep 13, 2026Buyout firm (confirmed, 85%, cls-pe-1)R6: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Dec 6, 2016 to Mar 27, 2024
- RAUM
- $149Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 1
- PE fund GAV, latest filing
- $149Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $149Mevery private fund type, latest filing
- 2024 PE fund GAV
- $149Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 100%
- Fund type mix
- filed 2024-03-27, latest gav Private Equity Fund $149M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 4
- Employees
- 4
- Headquarters
- Houston, TX
- Office address
- 2 GREENWAY PLAZA, SUITE 1030, Houston, TX, 77046
- Business phone
- 281-402-8174
Stated criteria beside observed behaviour
11 observed deals
Stated by the firm
- Sectors
- energy
- Geography
- North America
- 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
- control
- Thesis
- O•••••••• firmly believes the relationship with its management teams is a key driver of value creation and seeks to partner with motivated and skilled people.
Observed from deals on record
- roles
- unknown 11
- period
- to unknown, from unknown, undated holdings 11, dated observations 0
- window
- last unknown, first unknown
- control
- unknown 11
- companies
- 11
- geography
- investments
- 11
- seller kinds
- transactions
- 0
- cadence by year
- platform add on
- add ons 0, platforms 0, add ons per platform unknown
- sector known for
- 0
- disclosed value usd
- n 0
- sector distribution
- holding period years
- n 0
- repeat counterparties
- subsector distribution
11 companies on the graph (0 transactions); 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 |
|---|---|---|---|---|---|---|
| O•••••••• E••••• P•••••••• L• ADV: Private Equity Fund | buyout or unlabelled | 2023 first reported on Form ADV | $149M as of Mar 27, 2024 | no Form D | Unknown | |
| T••• L••••• M•••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $8.5M as of Mar 9, 2023 | no Form D | Wound down | |
| T•• P••••••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $2.9M as of Mar 9, 2023 | no Form D | Wound down | |
| T••• A••••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2022 first reported on Form ADV | $230,000 as of Mar 9, 2023 | no Form D | Wound down |
Team
2 current, 0 former
Partner (2)
- C••••• E• S••••••• · Member · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- G••••• M••••••• M•••••••• · Member · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
11 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
1 relationships
Placement agents (1)
- H••••• C•••••• S••••••••• L•• 1 shared · one time · last Jan 1, 2013
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
7 most recent
- Sep 20, 2022O•••••••• E••••• C•••••• Closes on New Fund
- Sep 20, 2022Partnership with A•••••• E••••• Formed
- Dec 6, 2016O•••••••• E••••• M••••••••• L•• first filed Form ADV in the extract (IA)
- Jan 12, 2015L••••• M••••••• E••••• Partnership Established
- Apr 25, 2013Partnership Established with Channel E•••••
- Sep 2, 2009Partnership with M••••••• Midstream Services Formed
- Jun 2, 2009Partnership with BlueR••• E••••• Capital Formed
Across the graphs
O•••••••• E••••• M••••••••• 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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