DFX Intelligence
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C•••••••• A••••••• L•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Dallas, TXc•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $2.0B
- PE fund assets
- $1.5B
- PE funds
- 5
- Investments held
- 5 of 23
- 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
Why this matters
- EBITDA $7.0M to $35.0MSectors business_services,industrial_services,industrials,consumer
- Last 12 months 2Most recent 5 months agoPlatform deals 4
- Graphs 2
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- 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
- Middle marketdefined by: proxy: $1.48bn Private Equity Fund GAV on the Form ADV filed 2024-03-27
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
- Feb 23, 2015 to Mar 30, 2026
- RAUM
- $2.0Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $1.5Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.0Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.5Bsum 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 $1.5B, latest counts Private Equity Fund 3, lifetime distinct Private Equity Fund 3
- Employees
- 17
- Headquarters
- Dallas, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
22 observed deals
Stated by the firm
- Sectors
- business services, industrial services, industrials, consumer
- Geography
- not stated or not yet read
- Revenue
- not stated or not yet read
- EBITDA
- $7.0M to $35.0M
- Enterprise value
- $50.0M to $500M
- Equity check
- not stated or not yet read
- Control
- not stated or not yet read
- Thesis
- ••• Locked
Observed from deals on record
- roles
- unknown 21, platform 2
- period
- to 2026-04-02, from 2025-01-09, undated holdings 21, dated observations 6
- window
- last 2026-04-02, first 2025-01-09
- control
- control 2, unknown 21
- companies
- 22
- geography
- count 1, share 0.045, value OH
- investments
- 23
- seller kinds
- family 2
- transactions
- 4
- cadence by year
- 2025 platforms 2, 2026 platforms 2
- platform add on
- add ons 0, platforms 2, add ons per platform unknown
- sector known for
- 9
- disclosed value usd
- n 0
- sector distribution
- count 4, share 0.182, value consumer services, examples TruRoad, Grismer Tire & Auto Service, Turf Masters, Grismer Tire, count 3, share 0.136, value industrial services, examples Entomo Brands, Shamrock Environmental, Service Champions, count 1, share 0.045, value business services, examples Village Green, count 1, share 0.045, value specialty distribution, examples SurfacePrep
- holding period years
- n 0
- repeat counterparties
- subsector distribution
- count 3, share 0.136, value automotive repair, examples TruRoad, Grismer Tire & Auto Service, Grismer Tire, count 1, share 0.045, value pest control, examples Entomo Brands, count 1, share 0.045, value remediation environmental, examples Shamrock Environmental, count 1, share 0.045, value hvac plumbing mechanical, examples Service Champions, count 1, share 0.045, value landscaping, examples Turf Masters, count 1, share 0.045, value property management, examples Village Green, count 1, share 0.045, value misc durable wholesale, examples SurfacePrep
22 companies on the graph (4 transactions); most in consumer services (4); 2 platforms and 0 add-ons; observed 2025 to 2026
Funds
3 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••••• E••••• F••• I•• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $853M as of Mar 27, 2024 | no Form D | Unknown | |
| C•••••••• E••••• F••• I••••• L••• ADV: Private Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $366M as of Mar 27, 2024 | no Form D | Unknown | |
| C•••••••• E••••• F••• I• L••• ADV: Private Equity Fund | buyout or unlabelled | unknown | $260M as of Mar 27, 2024 | no Form D | Mature |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| C•••••••• E••••• F••• I••• L••• | Private Equity Fund | 2026 to 2026 | $755M filed Mar 30, 2026 | reports.adviserinfo.sec.gov | |
| C•••••••• E••••• F••• I•••••• L••• | Private Equity Fund | 2026 to 2026 | $378M filed Mar 30, 2026 | reports.adviserinfo.sec.gov |
Team
16 current, 1 former
Managing partner (3)
- J•••• S••••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J•••• S••••••••• · Managing Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- R•••••• S•••• F••••••• · FOUNDER & CEO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (4)
- E••• H••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- E••• H••••• · Managing Director · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- G•••••• J•••• D•••• S••••••••• · Ic Member · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- W•••••• M••• H•••• · Ic Member · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Principal (1)
- B•••• R••••••••• · PRINCIPAL · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (1)
- W••• E•••• · VICE PRESIDENT · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (1)
- D••••• B•••• · ASSOCIATE · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Operating partner (2)
- G••• K•••• · OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••• V••••• · OPERATING PARTNER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- C••••• H••••••• · PARTNER, BUSINESS DEVELOPMENT & INVESTOR RELATIONS · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (2)
- L• R••• · CONTROLLER · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• D•••• S•••• · Executive Officer, Chief Compliance Officer, Ic Member · since Feb 1, 2015 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Other (1)
- R•••••• S•••• F••••••• · A•••••• Of O•••••• F••••••• T•••• · since Dec 1, 2022 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)
- L•••• T••• C••••• · Ic Member · Feb 1, 2015 to Mar 30, 2022 Inference
Portfolio
23 relationships, 2 platforms, 0 add-ons
Transactions
4 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Apr 2, 2026 | Platform acquisition | G•••••• T••• • A••• S•••••• | Sponsor (confirmed) | c•••••••••.com |
| Apr 2, 2026 | Platform acquisition | G•••••• T••• • A••• S•••••• | Sponsor (confirmed) | c•••••••••.com |
| Jan 9, 2025 | Platform acquisition | G•••••• T••• • A••• S•••••• | Sponsor (confirmed) | c•••••••••.com |
| Jan 9, 2025 | Platform acquisition | G•••••• T••• • A••• S•••••• | Sponsor (confirmed) | c•••••••••.com |
Placement agents, lenders, advisers and co-investors
1 relationships
Placement agents (1)
- C••••• S••••• S••••••••• •••• L•• 3 shared · strong · last Jan 1, 2021
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
15 most recent
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Apr 2, 2026••• Locked
- Mar 30, 2026••• Locked
- Jan 9, 2025••• Locked
- Jan 9, 2025••• Locked
- Feb 23, 2015••• Locked
Across the graphs
C•••••••• A••••••• 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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