DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Q••••• M••••••••• I•••
Buyout firmClassification confirmedMiddle marketSEC registered investment adviser· Charlottesville, VAq•••••••••.com
••• Locked
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $3.5B
- PE fund assets
- $1.9B
- PE funds
- 2
- Investments held
- 32 of 87
- Deals, last 12 months
- 7
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
- Last 12 months 7Most recent this monthPlatform deals 2
- Graphs 3
- Placement agents 1
Classification
How this organization is classified, and on what basisBuyout firm · 1 in historyShowHide
- Class
- Buyout firmconfirmed, confidence 85%
- Basis
- R6: 10 of 10 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
- Size band
- Middle marketdefined by: proxy: $1.92bn 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: 10 of 10 distinct vehicles are sworn Private Equity Funds; 2 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Mar 26, 2026
- RAUM
- $3.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $1.9Breported gross assets (Form ADV), not fund size
- All private fund GAV
- $3.5Bevery private fund type, latest filing
- 2024 PE fund GAV
- $1.9Bsum 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 $1.9B, latest counts Private Equity Fund 2, lifetime distinct Private Equity Fund 10
- Employees
- 33
- Headquarters
- Charlottesville, VA
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
87 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
- $100M 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
- add on 3, unknown 80, platform 4
- period
- to 2026-09-01, from 2025-08-12, undated holdings 78, dated observations 18
- window
- last 2026-09-01, first 2025-08-12
- control
- control 5, unknown 82
- companies
- 87
- geography
- count 1, share 0.011, value TX, count 1, share 0.011, value NC
- investments
- 87
- seller kinds
- founder 2
- transactions
- 9
- cadence by year
- 2025 add ons 1, platforms 1, other deals 1, 2026 add ons 2, platforms 1, other deals 3
- platform add on
- add ons 3, platforms 4, add ons per platform 0.75
- sector known for
- 10
- disclosed value usd
- n 0
- sector distribution
- count 3, share 0.034, value industrial services, examples Weber Refrigeration & Heating, Inc., Altman Air Conditioning, O6 Environmental, count 2, share 0.023, value consumer services, examples Realized Heartland Automotive Services, Realized Rainbow Early Education, count 2, share 0.023, value industrial manufacturing, examples Realized Royal Adhesives & Sealants, Realized Cloverhill Bakery, count 1, share 0.011, value business services, examples Paradigm Hse, count 1, share 0.011, value transportation logistics, examples Armstrong Transport Group, count 1, share 0.011, value specialty distribution, examples Thibaut
- holding period years
- n 0
- repeat counterparties
- role sell side adviser, shared 2, entity id 37bb04ac-344b-4e82-b09c-4ef8db986fb4
- subsector distribution
- count 2, share 0.023, value hvac plumbing mechanical, examples Weber Refrigeration & Heating, Inc., Altman Air Conditioning, count 1, share 0.011, value automotive repair, examples Realized Heartland Automotive Services, count 1, share 0.011, value remediation environmental, examples O6 Environmental, count 1, share 0.011, value other professional services, examples Paradigm Hse, count 1, share 0.011, value general freight trucking, examples Armstrong Transport Group, count 1, share 0.011, value misc durable wholesale, examples Thibaut, count 1, share 0.011, value child care, examples Realized Rainbow Early Education, count 1, share 0.011, value chemical manufacturing, examples Realized Royal Adhesives & Sealants
87 companies on the graph (9 transactions); most in industrial services (3); 4 platforms and 3 add-ons; observed 2025 to 2026
Funds
10 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| Q••••• P••••••• X• L••• ADV: Private Equity Fund | Feeder or parallel | 2022 first reported on Form ADV | $693M as of Mar 28, 2024 | no Form D | Early deployment | |
| Q••••• P••••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | 2018 first reported on Form ADV | $1.2B as of Mar 28, 2024 | no Form D | Mature | |
| Q••••• P••••••• V•••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $237M as of Mar 30, 2021 | no Form D | Wound down | |
| Q••••• P••••••• V••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $1.9M as of Mar 27, 2020 | no Form D | Wound down | |
| Q••••• P••••••• V•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $622,244 as of Mar 30, 2017 | no Form D | Wound down | |
| Q••••• P••••••• V• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $410,316 as of Mar 30, 2017 | no Form D | Wound down | |
| Q••••• P••••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $377,046 as of Mar 30, 2017 | no Form D | Wound down | |
| Q••••• P••••••• I••• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $81,656 as of Mar 30, 2017 | no Form D | Wound down | |
| Q••••• P••••••• V•• C••••••••• F•••• L••• ADV: Private Equity Fund | Co-investment vehicle | unknown | $62,357 as of Jul 3, 2019 | no Form D | Wound down | |
| Q••••• P••••••• I•• L••• ADV: Private Equity Fund | Feeder or parallel | unknown | $53,105 as of Mar 30, 2017 | no Form D | Wound down |
Team
53 current, 6 former
Managing partner (4)
- A•••••• R••••• I••••••• · P•••••••• O• Q••••• M••••••••• I••• · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• B•••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•••• D•••••• · Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T••• I••••••• · Managing Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (12)
- A•• S•••• · Managing Director, Portfolio Optimization · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- F•••• W•••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• W••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- J••• W••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•• A•••• · Managing Director, Portfolio Optimization · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••• · Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• B••••• · Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••• J•••• · Senior Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T••• M••••••• J•••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• B••••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- T•• H••••• · Senior Partner · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- T•• H••••• · Senior Partner · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Principal (8)
- A•••• W••••• · Director of Office Administration · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••• T•••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M•••••• H•••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R••• B••• · Director of Taxation / Business Systems · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S•••••• B••••••••• · Principal · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••••• B••••••••• · Principal · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Vice president (13)
- A•••••• L•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• G••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••••• W•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• D•••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• W••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• S••••••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- M••• S••••••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• S•••••• · Senior Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• H•••• · Vice President · start date unknown Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- S•••••• M••••• B•••• · V••• P•••••••• O• Q••••• M••••••••• I••• · since Jan 1, 2000 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T••••••• D•••• D•••••• · C••••••••• P•••••••• O• Q••••• M••••••••• I••• · since Jan 1, 2008 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- Z••• S•••• · Vice President · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Associate (6)
- B•••• M•••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C••••• H•••••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• G••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- N••• A•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- R•••• M••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W••• M•••••• · Associate · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Business development (1)
- D•••••• W••• · Director of Business Development · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Investor relations (1)
- C••• N•••• · Managing Director, Investor Relations & M•••••••• · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Platform (7)
- A••• P••••• C••••••• · Chief Financial Officer / Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A••• P••••• C••••••• · C•••• C••••••••• O•••••• O• Q••••• M••••••••• I••• · since Nov 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- A••••• P••••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- C•••••• S•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- H••••• W••••••• · Fund Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- S••• C•••• · Management Company Controller · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- V••••••• W•••• · Executive Assistant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Other (1)
- M••••••• S•••• · Senior Fund Accountant · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
6 former (kept with end dates)
- F••••••• H• W•••••• · C•••• A•• L•••••• P•••••• O• Q••••• M••••••••• L••• · Mar 1, 2017 to Jul 3, 2019 Inference
- G••• B•••••• · C•••• B• L•••••• P•••••• O• Q••••• M••••••••• L••• · Dec 1, 2005 to Mar 30, 2015 Inference
- T••• M••••••• J•••• · C•••• A•• L•••••• P•••••• O• Q••••• M••••••••• L••• · Mar 1, 2017 to Jul 3, 2019 Inference
- T••••• M• H••••• · C•••• A•• L•••••• P•••••• O• Q••••• M••••••••• L••• · Mar 1, 2017 to Jul 3, 2019 Inference
- T•••••• W••••• B••••••• · C•••• A•• L•••••• P•••••• O• Q••••• M••••••••• L••• · Mar 1, 2017 to Jul 3, 2019 Inference
- N••• T••• M•••• · C•••• C••••••••• O•••••• O• Q••••• M••••••••• I••• · Feb 1, 2011 to Nov 30, 2022 Inference
Portfolio
87 relationships, 4 platforms, 3 add-ons
Transactions
10 on record
| Date | Type | Target | This firm’s role | Source |
|---|---|---|---|---|
| Sep 1, 2026 | Add-on acquisition | C••••••••• R••• M••••••••• | Sponsor (derived) | paradigmhse.com |
| Aug 25, 2026 | Add-on acquisition | A••••• A•• C••••••••• | Sponsor (confirmed) | prnewswire.com |
| Aug 11, 2026 | Type not stated | P••••••• H•• | Sponsor (confirmed) | prnewswire.com |
| Jun 24, 2026 | Type not stated | A•••••••• T•••••••• G•••• | Sponsor (confirmed) | prnewswire.com |
| May 13, 2026 | Exit to a strategic buyer | T•••••• | Strategic acquirer (confirmed) | nep.com |
| May 13, 2026 | Type not stated | T•••••• | Sponsor (confirmed) | prnewswire.com |
| Mar 31, 2026 | Platform acquisition | D••••••••• | Sponsor (confirmed) | site.danestreet.com |
| Oct 21, 2025 | Add-on acquisition | W•••• R••••••••• • H••••••• I••• | Sponsor (confirmed) | prnewswire.com |
| Sep 3, 2025 | Platform acquisition | A••••••• M•••• • S••••• | Sponsor (confirmed) | quadc.com |
| Aug 12, 2025 | Type not stated | O• E••••••••• | Sponsor (confirmed) | prnewswire.com |
Placement agents, lenders, advisers and co-investors
6 relationships
Placement agents (1)
- L••••• F••••• • C•• L•• 1 shared · one time · last Jan 1, 2012
Financial advisers (4)
- H••••• W••••••• 2 shared · recurring · last Aug 11, 2026
- W•••••• B•••• • C••••••• L••••• 1 shared · one time · last May 13, 2026
- P•••• S•••••• L••• 1 shared · one time · last Aug 12, 2025
- R••••• W• B•••• 1 shared · one time · last May 13, 2026
Legal advisers (1)
- W•••• • C••• 1 shared · one time · last May 13, 2026
LP commitments
2 disclosed
- A••••• P•••••••• F••• C••••••••• in Q••••• P••••••• I•• L••• $70.0M apfc.org
- A••••• P•••••••• F••• C••••••••• in Q••••• P••••••• X• L••• $60.0M apfc.org
Events
22 most recent
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Sep 15, 2026••• Locked
- Aug 11, 2026••• Locked
- Jun 24, 2026••• Locked
- May 13, 2026••• LockedPlatform investmentFactT••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
- Mar 31, 2026••• Locked
- Mar 31, 2026••• Locked
- Sep 3, 2025••• Locked
- Aug 12, 2025••• Locked
- Feb 14, 2012••• Locked
Across the graphs
Q••••• M••••••••• I••• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Allocators.
Independent Sponsors1RIA and Wealth1Allocators1
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…