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 / A•••••• P••••••• M••••••••• L•
A•••••• P••••••• M••••••••• L•
Hybrid manager · probableunsizedDallas, TXSEC registered investment adviser
Classification
- Class
- Hybrid managerprobable, confidence 65%
- Basis
- R4: Private Equity Funds are 0 of 4 distinct vehicles; hedge, securitized or liquidity vehicles 4
- Size band
- unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
- Sep 13, 2026Hybrid manager (probable, 65%, cls-pe-1)R4: P•••••• Equity Funds are 0 of 4 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Oct 7, 2019 to Mar 28, 2024
- RAUM
- $5.3Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 0
- PE fund GAV, latest filing
- unknownreported gross assets (Form ADV), not fund size
- All private fund GAV
- $5.3Bevery 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
- 0%
- Fund type mix
- filed 2024-03-28, latest gav Hedge Fund $5.3B, latest counts Hedge Fund 4, lifetime distinct Hedge Fund 4
- Employees
- 23
- Headquarters
- Dallas, TX
- Office address
- 2828 N. HARWOOD ST., SUITE 1220, Dallas, TX, 75201
- Business phone
- 214-550-1822
Stated criteria beside observed behaviour
1 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
- minority 1
- period
- to 2023-06-21, from 2023-06-21, undated holdings 0, dated observations 1
- window
- last unknown, first unknown
- control
- minority 1
- companies
- 1
- geography
- investments
- 1
- 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
1 companies on the graph (0 transactions); observed 2023 to 2023
Funds
1 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| A•••••• P•••••• M••••• F••• I• L• ADV: Hedge Fund | buyout or unlabelled | 2022 first reported on Form ADV | $412M as of Mar 28, 2024 | no Form D | Early deployment |
Team
5 current, 0 former
Board or advisory (2)
- D•••• R•• W••••• · Trustee · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• D•••• G•••••• · Trustee · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (3)
- A••••• C••• W•• S• · General Counsel · since May 1, 2021 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D••••• D•• R••••••• · Chief Compliance Officer · since Jul 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• A•••• G•••• · Chief Financial Officer · since Apr 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
1 relationships, 0 platforms, 0 add-ons
| Company | Role | Status | Invested | Held | Partner | Source |
|---|---|---|---|---|---|---|
| A•••••• | Minority | active | Jun 21, 2023 venture round | 3.3 years | unknown | Fact DFX graph bridge (shared CRD, CIK, EIN, SEC fund id and individual CRD across fo/isi/vc/pe) |
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
- Oct 7, 2019A•••••• P••••••• M••••••••• L• first filed Form ADV in the extract (ERA)
Across the graphs
A•••••• P••••••• M••••••••• L• is the same institution as 2 records in Venture Capital and RIA and Wealth.
Venture Capital1RIA 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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