DFX Intelligence

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I•• G•••• I••••••••• M••••••• L••

Buyout firmClassification confirmedLower middle marketSEC registered investment adviser· Dallas, TX

Buyout firm, based in Dallas, TX.

Composed from this firm's filed classification and location. It has no published description on record.

As of 2026-09-24 · identity and classification; each section below carries its own date

Regulatory AUM: $216M
PE fund assets: $166M
PE funds: 4
Investments held: 1 of 81

Find similar buyers Funds and vehicles

Team (8)Transactions

As of 2026-09-24 · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 8 Aug 2025, Filed a Form D on 8 Aug 2025, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria

How this organization is classified, and on what basisBuyout firm · 2 in historyShow

Class: Buyout firmconfirmed, confidence 85%
Basis: 4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Size band: Lower middle marketdefined by: proxy: $0.17bn Private Equity Fund GAV on the Form ADV filed 2026-03-31

Classification history (2)

Sep 23, 2026
Buyout firm (confirmed, 85%)
4 of 4 distinct vehicles are sworn Private Equity Funds; 4 reported gross assets on a filing in 2022 or later
Sep 13, 2026
Fund of funds (probable, 75%)
3 of 4 admitted vehicles carry the sworn fund-of-funds flag

Regulatory footprint (Form ADV)RAUM $216M · 4 PE funds · filed Mar 31, 2026Show

Adviser type: Registered investment adviser
Form ADV filings: Jul 26, 2016 to Mar 31, 2026
RAUM: $216Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing: 4
PE fund GAV, latest filing: $166Mreported gross assets (Form ADV), not fund size
All private fund GAV: $166Mevery private fund type, latest filing
2024 PE fund GAV: $166Msum 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: 4 funds, $166M reported gross assets
Form ADV filed Mar 31, 2026
Employees: 6
Headquarters: Dallas, TX
Office address: ••• Locked
Business phone: ••• Locked

Stated criteria beside observed behaviour3 of 8 criteria stated · 81 observed dealsShow

Stated by the firm

Sectors: Real estate
Geography: not stated or not yet read
Revenue: not stated or not yet read
EBITDA: $5.0M to $50.0M
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: 81 companies, 81 holdings
Most deals: Industrial manufacturing (10 of 81, e.g. Country Fresh, LLC and Florida Food Products, LLC), software (2 of 81), healthcare services (2 of 81) and 4 more
Subsectors: Miscellaneous manufacturing (4 of 81), food manufacturing (2 of 81), beverage manufacturing (2 of 81), software (1 of 81) and 4 more
Deal roles: 81 with role not stated
Control: 81 not stated

81 companies on the graph (0 transactions); most in industrial manufacturing (10); no dated observations

States Real estate, but 56% of 18 deals with a known sector are in industrial manufacturing, e.g. Country Fresh, LLC, Florida Food Products, LLC and Trilliant.

Funds

7 families, 7 vehicles on record

I•• F••• I•• • S••• L• · 1 vehicle · vintage 2024$20.0M
- I•• F••• I•• • S••• L• buyout or unlabelled · 2024$20.0M
I•• G•••• F••• I••• L••• · 1 vehicle · vintage 2020$56.9M
- I•• G•••• F••• I••• L••• Fund of funds · 2020$56.9M
I•• U••• L•••• M•• M••••• F•••• L• · 1 vehicle · vintage 2020$23.5M
- I•• U••• L•••• M•• M••••• F•••• L• Fund of funds · 2020$23.5M
I••••••• C•••••• P••••••• F••• I•• L••• · 1 vehicle · vintage 2017$65.6M
- I••••••• C•••••• P••••••• F••• I•• L••• Fund of funds · 2017$65.6M
I•• F••• I• • S••• L••• · 1 vehicle · vintage 2025no GAV reported
- I•• F••• I• • S••• L••• buyout or unlabelled

2 smaller families are in the full list of vehicles.

View all 7 vehiclesnewest vintage first, then largest

Fund	Vehicle	Vintage	Reported gross assets (Form ADV), not fund size	GAV by year	Form D sold	Lifecycle
I•• F••• I•• • S••• L• ADV: Private Equity Fund	buyout or unlabelled	2024 first reported on Form ADV	$20.0M as of Mar 31, 2026		$0	Early deployment
I•• G•••• F••• I••• L••• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$56.9M as of Mar 31, 2026		$31.9M	Mature
I•• U••• L•••• M•• M••••• F•••• L• ADV: Private Equity Fund	Fund of funds	2020 Form D first sale	$23.5M as of Mar 31, 2026		$9.0M	Mature
I••••••• C•••••• P••••••• F••• I•• L••• ADV: Private Equity Fund	Fund of funds	2017 Form D first sale	$65.6M as of Mar 31, 2026		no Form D	Harvest
I•• F••• I• • S••• L•••	buyout or unlabelled	unknown	unknown	no reporting	$0	Fundraising
I•• U••• L•••• M•• M••••• F••• I•• L•	buyout or unlabelled	unknown	unknown	no reporting	$0	Unknown
I•• G•••• F••• I•• L•••	buyout or unlabelled	unknown	unknown	no reporting	$0	Unknown

Team

6 current, 6 former

C•••••••• F••••••
Managing Member · since Jul 1, 2016
T•••• D••• M••••
Managing Member · since Mar 1, 2020
A•••••••• S••••••
Senior Associate
E•••••• V•••••
Analyst
D•••• C•••••••
Chief Compliance Officer · since Nov 1, 2024

Full team · 6 peoplegrouped by role, with sources

Managing partner (2)

C•••••••• F•••••• · Managing Member · since Jul 1, 2016 Form ADV Firm website
T•••• D••• M•••• · Managing Member · since Mar 1, 2020 Form ADV

Vice president (1)

A•••••••• S•••••• · Senior Associate · start date unknown Firm website

Analyst (1)

E•••••• V••••• · Analyst · start date unknown Firm website

Platform (2)

D•••• C••••••• · Chief Compliance Officer · since Nov 1, 2024 Form ADV Firm website
L•••••• R••••• · Operations · start date unknown Firm website

6 former (kept with end dates)

A•••••• M••••• S•••••• · Managing Member · Jul 1, 2016 to Apr 7, 2020 Inference
D•••• N•••• d• l• F••••• · Managing Member · Jul 1, 2016 to Apr 7, 2020 Inference
J••• L••• A••••• · Chief Compliance Officer · Jun 1, 2016 to Aug 12, 2016 Inference
J••• L••• A••••••••• · Chief Compliance Officer · Jun 1, 2016 to Feb 10, 2020 Inference
K•••• W•••• W•••••• · Chief Compliance Officer · Feb 1, 2021 to Sep 18, 2024 Inference
M•••••• T••••• D•••••• · Chief Compliance Officer · Jan 1, 2020 to Mar 19, 2021 Inference

Deals

81 on record, newest first · 0 platforms · 0 add-ons

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	S•••••• a• C•••• H••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	E•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••••• C•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W••••••• V••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M••••• S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website

All 81 dealsnewest first

Date	Company	Deal	This firm’s role	Status	Partner	Source
date unknown	S•••••• a• C•••• H••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	E•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••••• C•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W••••••• V••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M••••• S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••• o• W••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•• P••••• M•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••••••• S•••• C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L••••• S••••• • W••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•• D•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	F•••• F•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	H•• 3•• • S•• C•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••• 2• G•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	F•••••• F••• P•••••••• L••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C•••••• P••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	T••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G•• • M•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•••••• C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•••••• S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S••••••• T••••• C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S••••••••• B•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	U•••••• B•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	F•••••••• M•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B•••••• T••• C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	Q••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	F•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M••••••• G••• C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••• C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L••••• D••••• C•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	R••••••••• C••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A••••••• S••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	T••••• C••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••••• • I•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C•••••• S••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P••• i••••• a•• P•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	J••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	N•• T•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W••••• S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	E•• S••••••• S••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••••• C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L•• C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	K••••••• S•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	F••••• L••••• • 1••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•• B••••• C••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B•••••• P••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	L••• C•••••• R••••• p•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	D••• R•••	Portfolio relationship	Role unknown	active	unknown	Fact Firm website
date unknown	M••••••• S•••••• C•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	K••••• C•••••• I•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••••••• M•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M••••• P••••••••• G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	V••••• B•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	B•••••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••• P•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	G••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	T••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	V•••••• P•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	W••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S•••••• I••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	T••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	D••••• D••••• D•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C••••••••• P•••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	M•••••• K•••••••• G••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	C•••••• F••••• L••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	3•• • S••••• F••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	A•••••• C•••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	P•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	d•• B•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	S••••••••• H•••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website
date unknown	H••••••	Portfolio relationship	Role unknown	exited	unknown	Fact Firm website

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 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

1 most recent

Jul 26, 2016
••• Locked
First Form ADV filingFactForm ADV

Scores and what they are made of

Freshness100 · high: Days since newest evidence: -1 days
Research priority50 · moderate: Scale band: lower middle market
Completeness gap: 5 of 12 profile fields missing
Core PE class: buyout
Investment velocity0 · low: no components recorded
Not yet on record: no dated transactions
Acquisition appetite25 · moderate: Recent fund: 3 items (a recent fund is evidence of deployment potential, not of remaining capital)
Stated criteria published: withheld
Not yet on record: no transactions on the graph for this firm yet
Profile completeness58 · elevated: Fields present: website, funds, team and 4 more
Not yet on record: description, transactions, lenders, intermediaries, lps
Fund deployment activity50 · elevated: Funds deploying: 1 item (deployment state is read from the fund's reported gross asset path through 2024)
Funds raising: 1 item

Across DFX

Independent Sponsor Intelligence (matched on shared CRD)

Record

First observed: Sep 13, 2026
Last observed: today
Observations: 47
Sources: 4
Open research tasks: 1

Reading this profile

Across the graphs

I•• G•••• I••••••••• 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.

Checking your plan…

Not yet on record: deals, last 12 months.